3,568 Shares in Qualcomm Incorporated $QCOM Bought by Cambient Family Office LLC

Cambient Family Office LLC purchased a new position in Qualcomm Incorporated (NASDAQ:QCOM) during the 4th quarter, HoldingsChannel reports. The institutional investor purchased 3,568 shares of the wireless technology company’s stock, valued at approximately $610,000.

A number of other hedge funds also recently modified their holdings of QCOM. Certified Advisory Corp lifted its holdings in shares of Qualcomm by 0.6% during the 3rd quarter. Certified Advisory Corp now owns 10,085 shares of the wireless technology company’s stock worth $1,678,000 after acquiring an additional 62 shares during the last quarter. ProVise Management Group LLC grew its position in shares of Qualcomm by 2.6% in the 3rd quarter. ProVise Management Group LLC now owns 2,560 shares of the wireless technology company’s stock worth $426,000 after buying an additional 64 shares during the period. Baker Tilly Wealth Management LLC boosted its holdings in Qualcomm by 1.0% in the fourth quarter. Baker Tilly Wealth Management LLC now owns 6,401 shares of the wireless technology company’s stock worth $1,095,000 after acquiring an additional 64 shares in the last quarter. Dakota Community Bank & Trust NA lifted its position in Qualcomm by 3.6% in the 4th quarter. Dakota Community Bank & Trust NA now owns 1,847 shares of the wireless technology company’s stock valued at $316,000 after acquiring an additional 65 shares in the last quarter. Finally, Burns J W & Co. Inc. NY raised its holdings in shares of Qualcomm by 2.1% during the fourth quarter. Burns J W & Co. Inc. NY now owns 3,253 shares of the wireless technology company’s stock valued at $556,000 after purchasing an additional 66 shares during the last quarter. Institutional investors own 74.35% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Wells Fargo & Company reaffirmed a “positive” rating on shares of Qualcomm in a research note on Friday, June 12th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $160.00 price objective on shares of Qualcomm in a research note on Thursday, April 30th. Daiwa Securities Group upgraded Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 price target for the company in a research note on Friday, May 8th. Tigress Financial upped their target price on Qualcomm from $270.00 to $280.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Finally, Barclays increased their price target on Qualcomm from $130.00 to $150.00 and gave the stock an “underweight” rating in a research report on Thursday, April 30th. Fifteen investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $188.04.

Insider Buying and Selling

In other news, CAO Patricia Y. Grech sold 829 shares of the stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $201.77, for a total transaction of $167,267.33. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Cristiano R. Amon sold 10,000 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $180.00, for a total value of $1,800,000.00. Following the completion of the sale, the chief executive officer directly owned 197,568 shares in the company, valued at approximately $35,562,240. This trade represents a 4.82% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 21,806 shares of company stock valued at $3,928,958. Corporate insiders own 0.05% of the company’s stock.

Qualcomm Stock Performance

NASDAQ:QCOM opened at $226.11 on Friday. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.37 and a quick ratio of 1.61. The business’s fifty day moving average price is $193.81 and its 200 day moving average price is $166.77. The firm has a market capitalization of $238.32 billion, a PE ratio of 24.58, a price-to-earnings-growth ratio of 27.97 and a beta of 1.59. Qualcomm Incorporated has a 12 month low of $121.99 and a 12 month high of $259.92.

Qualcomm (NASDAQ:QCOM) last posted its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share for the quarter, beating analysts’ consensus estimates of $2.56 by $0.09. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. The firm had revenue of $10.60 billion for the quarter, compared to analyst estimates of $10.59 billion. During the same period last year, the firm posted $2.85 EPS. Qualcomm’s quarterly revenue was down 3.5% on a year-over-year basis. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. On average, sell-side analysts anticipate that Qualcomm Incorporated will post 8 earnings per share for the current fiscal year.

Qualcomm Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Thursday, June 4th will be given a dividend of $0.92 per share. This is a boost from Qualcomm’s previous quarterly dividend of $0.89. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $3.68 dividend on an annualized basis and a yield of 1.6%. Qualcomm’s dividend payout ratio is currently 40.00%.

Qualcomm declared that its Board of Directors has authorized a share buyback plan 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 purchase up to 14.5% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Key Stories Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Investor enthusiasm is building ahead of Qualcomm’s June 24 Investor Day, where management is expected to highlight AI agents, data center chips, industrial AI, physical AI, and 6G as new growth drivers.
• Positive Sentiment: Reports that Qualcomm is expanding into AI data center silicon and may have won a custom AI engagement with a hyperscale customer are reinforcing the stock’s shift from a handset story to an AI infrastructure story.
• Positive Sentiment: Qualcomm is also getting bullish attention from articles highlighting its automotive and autonomous-driving opportunities, including collaboration with QCraft and production vehicles using its SA8650P platform.
• Neutral Sentiment: Qualcomm CEO Cristiano Amon’s comments on AI agents and the idea that “agents are going to be the new app” add to the company’s AI narrative, but are more strategic than immediately financial. Article: Qualcomm CEO Cristiano Amon on the new world of AI agents
• Neutral Sentiment: Qualcomm is one of the most-watched stocks on Zacks right now, but that by itself does not provide a clear fundamental catalyst. Article: Is Trending Stock QUALCOMM Incorporated (QCOM) a Buy Now?
• Neutral Sentiment: Analyst and valuation commentary is conflicting, with some price targets still pointing higher while other coverage remains cautious, keeping the stock’s outlook mixed. Article: QUALCOMM (QCOM) Stock Could Be 34.2% Overvalued Despite Its Recent Rally
• Negative Sentiment: Some analysts warn that the latest jump may not be sustainable, noting that rising earnings-estimate revisions may not translate into more upside in the near term. Article: Strength Seen in Qualcomm (QCOM): Can Its 6.2% Jump Turn into More Strength?
• Negative Sentiment: One recent valuation piece says Qualcomm may be roughly 34% overvalued after its rally, which could pressure the stock if investors begin to focus on fundamentals rather than momentum.

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.