Arbejdsmarkedets Tillaegspension Boosts Holdings in Qualcomm Incorporated $QCOM

Arbejdsmarkedets Tillaegspension boosted its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 49.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 196,911 shares of the wireless technology company’s stock after buying an additional 64,758 shares during the quarter. Arbejdsmarkedets Tillaegspension’s holdings in Qualcomm were worth $25,358,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. World Investment Advisors increased its stake in Qualcomm by 14.3% in the fourth quarter. World Investment Advisors now owns 64,911 shares of the wireless technology company’s stock worth $11,103,000 after purchasing an additional 8,130 shares during the period. MUFG Securities EMEA plc boosted its stake in shares of Qualcomm by 112.2% during the fourth quarter. MUFG Securities EMEA plc now owns 43,986 shares of the wireless technology company’s stock valued at $7,524,000 after purchasing an additional 23,262 shares during the period. Swedbank AB boosted its stake in shares of Qualcomm by 1.5% during the fourth quarter. Swedbank AB now owns 1,533,420 shares of the wireless technology company’s stock valued at $262,291,000 after purchasing an additional 23,110 shares during the period. NBC Securities Inc. grew its holdings in shares of Qualcomm by 47.5% in the fourth quarter. NBC Securities Inc. now owns 18,691 shares of the wireless technology company’s stock worth $3,197,000 after purchasing an additional 6,018 shares during the last quarter. Finally, Sequoia Financial Advisors LLC grew its stake in Qualcomm by 5.7% in the 4th quarter. Sequoia Financial Advisors LLC now owns 143,690 shares of the wireless technology company’s stock worth $24,578,000 after acquiring an additional 7,804 shares in the last quarter. 74.35% of the stock is owned by hedge funds and other institutional investors.

Qualcomm Stock Performance

NASDAQ QCOM opened at $189.16 on Monday. The company has a quick ratio of 1.61, a current ratio of 2.37 and a debt-to-equity ratio of 0.54. The firm has a market cap of $199.37 billion, a PE ratio of 20.56, a price-to-earnings-growth ratio of 5.63 and a beta of 1.63. The company has a 50 day moving average price of $209.59 and a 200 day moving average price of $168.32. Qualcomm Incorporated has a 52 week low of $121.99 and a 52 week high of $259.92.

Qualcomm (NASDAQ:QCOM) last announced its earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share for the quarter, beating the consensus estimate of $2.56 by $0.09. The company had revenue of $10.60 billion during the quarter, compared to the consensus estimate of $10.59 billion. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. Qualcomm’s revenue was down 3.5% compared to the same quarter last year. During the same period last year, the firm earned $2.85 earnings per share. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. As a group, sell-side analysts forecast that Qualcomm Incorporated will post 7.96 EPS for the current fiscal year.

Qualcomm announced that its board has authorized a share buyback program on Tuesday, March 17th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the wireless technology company to reacquire up to 14.5% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board of directors believes its shares are undervalued.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Multiple recent pieces argue Qualcomm has more upside, including bullish price-target work and comparisons with other semiconductor names, with investors focused on its AI, data-center, and server growth potential. The Road To $380 For Qualcomm Stock
• Positive Sentiment: Analysts and market commentators highlighted Qualcomm’s expanding AI-focused portfolio and ongoing opportunities in emerging AI markets, which can reinforce the stock’s long-term growth narrative. Monolithic vs. Qualcomm: Which Semiconductor Stock Has More Upside?
• Positive Sentiment: Qualcomm’s automotive business continues to stand out, with record revenue and strong Snapdragon Digital Chassis adoption helping support the idea that growth is broadening beyond smartphones. Will Qualcomm’s Automotive Business Continue Driving Top-Line Growth?
• Positive Sentiment: Recent analyst upgrades, including DBS Bank’s move to “moderate buy,” and other bullish notes suggest Wall Street sentiment is improving. Monolithic vs. Qualcomm: Which Semiconductor Stock Has More Upside?
• Neutral Sentiment: One report said Qualcomm was the recipient of a large increase in short interest, but the figures shown were zero shares, so the data appears inconclusive and is unlikely to be a major driver. Short Interest Update
• Negative Sentiment: Qualcomm’s late-June removal from several Russell growth and defensive indices may still pressure the stock through passive index-related selling, even as fundamentals and AI-related headlines improve sentiment. How Investors Are Reacting To QUALCOMM (QCOM) Index Removal And New On-Device AI Deepfake Partnership

Insiders Place Their Bets

In other Qualcomm news, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $177.82, for a total value of $569,024.00. Following the completion of the transaction, the executive vice president owned 39,735 shares of the company’s stock, valued at approximately $7,065,677.70. This trade represents a 7.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Patricia Y. Grech sold 829 shares of the business’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $201.77, for a total value of $167,267.33. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 19,221 shares of company stock worth $3,592,440 in the last three months. Insiders own 0.05% of the company’s stock.

Analysts Set New Price Targets

QCOM has been the subject of several research analyst reports. Seaport Research Partners reaffirmed a “sell” rating and set a $100.00 price target on shares of Qualcomm in a research note on Monday, March 16th. JPMorgan Chase & Co. increased their price objective on Qualcomm from $160.00 to $265.00 and gave the stock a “neutral” rating in a research note on Friday, June 5th. Freedom Capital cut Qualcomm from a “strong-buy” rating to a “hold” rating in a report on Wednesday, May 13th. Weiss Ratings reissued a “hold (c)” rating on shares of Qualcomm in a research report on Wednesday, June 24th. Finally, DZ Bank raised shares of Qualcomm from a “hold” rating to a “buy” rating and set a $265.00 price target for the company in a research report on Friday, June 26th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, twenty have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $220.45.

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.