Spire Wealth Management Acquires 9,207 Shares of Qualcomm Incorporated $QCOM

Spire Wealth Management lifted its position in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 187.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 14,123 shares of the wireless technology company’s stock after buying an additional 9,207 shares during the period. Spire Wealth Management’s holdings in Qualcomm were worth $2,416,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the stock. Harbor Capital Advisors Inc. boosted its position in Qualcomm by 72.2% during the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after purchasing an additional 65 shares during the period. Cloud Capital Management LLC acquired a new stake in shares of Qualcomm in the 3rd quarter valued at approximately $27,000. Lavaca Capital LLC bought a new stake in shares of Qualcomm during the 2nd quarter valued at approximately $32,000. Board of the Pension Protection Fund bought a new position in Qualcomm in the 4th quarter valued at approximately $34,000. Finally, Howard Hughes Medical Institute acquired a new position in Qualcomm in the 2nd quarter valued at approximately $38,000. Institutional investors own 74.35% of the company’s stock.

Qualcomm Price Performance

QCOM opened at $127.11 on Monday. The company has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 1.83. Qualcomm Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95. The stock’s 50 day simple moving average is $141.12 and its 200 day simple moving average is $160.28. The firm has a market cap of $135.63 billion, a price-to-earnings ratio of 26.26 and a beta of 1.25.

Qualcomm (NASDAQ:QCOM) last posted its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.38 by $0.12. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The firm had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.16 billion. During the same period in the previous year, the firm earned $3.41 earnings per share. The business’s revenue was up 4.7% compared to the same quarter last year. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. As a group, analysts predict that Qualcomm Incorporated will post 9.39 earnings per share for the current year.

Qualcomm announced that its Board of Directors has initiated a stock buyback program on Tuesday, March 17th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the wireless technology company to buy up to 14.5% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s management believes its stock is undervalued.

Qualcomm Announces Dividend

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

Insiders Place Their Bets

In other Qualcomm news, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $137.00, for a total transaction of $438,400.00. Following the completion of the sale, the executive vice president directly owned 16,393 shares in the company, valued at approximately $2,245,841. This trade represents a 16.33% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Akash J. Palkhiwala sold 3,333 shares of the stock in a transaction on Friday, February 6th. The shares were 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 in the company, valued at approximately $4,900,202.35. This represents a 8.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 9,866 shares of company stock worth $1,474,796. Insiders own 0.05% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Zacks Research cut shares of Qualcomm from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Seaport Research Partners reaffirmed a “sell” rating and set a $100.00 price objective on shares of Qualcomm in a report on Monday, March 16th. Argus decreased their price target on Qualcomm from $205.00 to $180.00 and set a “buy” rating for the company in a research report on Friday, February 6th. Royal Bank Of Canada dropped their target price on shares of Qualcomm from $180.00 to $150.00 and set a “sector perform” rating on the stock in a research note on Thursday, February 5th. Finally, Robert W. Baird set a $177.00 price objective on Qualcomm in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price 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

Qualcomm 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.