Qualcomm Incorporated $QCOM Shares Sold by Advisors Management Group Inc. ADV

Advisors Management Group Inc. ADV lowered its position in Qualcomm Incorporated (NASDAQ:QCOM) by 38.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 13,932 shares of the wireless technology company’s stock after selling 8,633 shares during the quarter. Advisors Management Group Inc. ADV’s holdings in Qualcomm were worth $2,383,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Braun Bostich & Associates Inc. increased its stake in Qualcomm by 4.6% in the 4th quarter. Braun Bostich & Associates Inc. now owns 1,699 shares of the wireless technology company’s stock valued at $291,000 after purchasing an additional 74 shares in the last quarter. Smith Thornton Advisors LLC grew its stake in Qualcomm by 2.3% in the 4th quarter. Smith Thornton Advisors LLC now owns 3,488 shares of the wireless technology company’s stock valued at $597,000 after acquiring an additional 80 shares during the last quarter. Crumly & Associates Inc. increased its holdings in Qualcomm by 5.1% during the 4th quarter. Crumly & Associates Inc. now owns 2,989 shares of the wireless technology company’s stock valued at $511,000 after acquiring an additional 145 shares in the last quarter. Generali Investments CEE investicni spolecnost a.s. increased its holdings in Qualcomm by 7.7% during the 4th quarter. Generali Investments CEE investicni spolecnost a.s. now owns 28,036 shares of the wireless technology company’s stock valued at $4,796,000 after acquiring an additional 2,000 shares in the last quarter. Finally, Pallas Capital Advisors LLC raised its position in Qualcomm by 10.4% during the fourth quarter. Pallas Capital Advisors LLC now owns 4,956 shares of the wireless technology company’s stock worth $848,000 after acquiring an additional 466 shares during the last quarter. 74.35% of the stock is owned by hedge funds and other institutional investors.

Qualcomm Stock Down 2.6%

Shares of NASDAQ:QCOM opened at $127.11 on Friday. The company has a current ratio of 2.51, a quick ratio of 1.83 and a debt-to-equity ratio of 0.64. The firm has a market cap of $135.63 billion, a price-to-earnings ratio of 26.26 and a beta of 1.25. The stock’s 50-day moving average price is $141.12 and its two-hundred day moving average price is $160.27. Qualcomm Incorporated has a 12-month low of $120.80 and a 12-month high of $205.95.

Qualcomm (NASDAQ:QCOM) last posted its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, beating analysts’ consensus estimates of $3.38 by $0.12. The company had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. Qualcomm had a net margin of 11.96% and a return on equity of 44.09%. The company’s quarterly revenue was up 4.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $3.41 EPS. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. On average, research analysts forecast that Qualcomm Incorporated will post 9.39 EPS for the current year.

Qualcomm Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Thursday, March 5th were given a $0.89 dividend. This represents a $3.56 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend was Thursday, March 5th. Qualcomm’s dividend payout ratio (DPR) is 73.55%.

Qualcomm declared that its board has authorized a stock buyback plan on Tuesday, March 17th that allows the company to buyback $20.00 billion in outstanding shares. This buyback authorization allows the wireless technology company to reacquire up to 14.5% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s management believes its stock is undervalued.

Analyst Upgrades and Downgrades

Several analysts have issued reports on QCOM shares. DZ Bank raised shares of Qualcomm to a “strong-buy” rating in a report on Tuesday, February 10th. Evercore reduced their price objective on Qualcomm from $157.00 to $134.00 and set an “in-line” rating on the stock in a research report on Thursday, February 5th. Mizuho decreased their price target on shares of Qualcomm from $160.00 to $140.00 and set a “neutral” rating on the stock in a research note on Thursday, February 5th. Sanford C. Bernstein reissued a “market perform” rating and issued a $140.00 price objective (down from $175.00) on shares of Qualcomm in a research report on Thursday. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Qualcomm from $195.00 to $185.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $165.14.

Qualcomm News Summary

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Clarivate AI50 recognition highlights Qualcomm’s leadership in AI-related tech — a positive credibility signal for longer-term growth in AI chips and platform licensing. Qualcomm Weighs ParkerVision Patent Appeal Against Growing AI50 Recognition
• Positive Sentiment: Increased investor attention flagged by Zacks suggests higher trader interest and volume flows may follow, which can amplify short-term moves. QUALCOMM Incorporated (QCOM) is Attracting Investor Attention: Here is What You Should Know
• Positive Sentiment: Qualcomm recently reported a quarterly EPS beat and provided Q2 guidance — a fundamental support for the stock despite near-term headwinds.
• Neutral Sentiment: Aggregate analyst coverage shows mixed views (roughly equal buy/hold/sell split), which can limit a decisive directional consensus among institutional holders. Qualcomm Incorporated (NASDAQ:QCOM) Receives Consensus Rating of “Hold” from Brokerages
• Neutral Sentiment: Analyst rating shifts tied to indices and Nasdaq composition changes have generated chatter but are more technical than company-specific catalysts. Qualcomm (NASDAQ:QCOM) Draws Mixed Ratings Amid Nasdaq Composite Shifts
• Negative Sentiment: Sanford C. Bernstein downgraded QCOM to Market Perform and cut the price target to $140 (from $175), citing memory-related headwinds and that expectations appear too high — a key near-term negative for sentiment and positioning. Bernstein Lowers Qualcomm (QCOM) PT, Says Expectations “Now Appear Much Too High”
• Negative Sentiment: Erste Group trimmed FY2026 and FY2027 EPS estimates modestly — an indicator of slightly softened near-term profit expectations from at least one sell‑side shop. MarketBeat Qualcomm page (Erste estimate note)
• Negative Sentiment: A ParkerVision appeal could reopen aspects of long-running patent litigation — a legal overhang that introduces uncertainty and potential downside risk if trials or rulings shift. Qualcomm Weighs ParkerVision Patent Appeal Against Growing AI50 Recognition

Insiders Place Their Bets

In other news, EVP Heather S. Ace sold 3,200 shares of Qualcomm stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $137.00, for a total value of $438,400.00. Following the transaction, the executive vice president directly owned 16,393 shares of the company’s stock, valued at $2,245,841. The trade was a 16.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, EVP Akash J. Palkhiwala sold 3,333 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $137.65, for a total value of $458,787.45. Following the sale, the executive vice president owned 35,599 shares of the company’s stock, valued at $4,900,202.35. The trade was a 8.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 9,866 shares of company stock worth $1,474,796 in the last quarter. 0.05% of the stock is owned by insiders.

Qualcomm Company Profile

Qualcomm Incorporated is a global semiconductor and telecommunications equipment company headquartered in San Diego, California. Founded in 1985, the company is known for its development of wireless technologies and for playing a central role in the evolution of digital cellular standards, including CDMA and subsequent generations of mobile standards. Qualcomm’s business combines the design and sale of semiconductor products with a patent licensing program for wireless technologies and related intellectual property.

The company’s product portfolio includes system-on-chip (SoC) platforms marketed under the Snapdragon brand, cellular modem and RF front-end components, connectivity solutions for Wi‑Fi and Bluetooth, and processors and platforms aimed at automotive, IoT, networking and edge-computing applications.