B&D White Capital Company LLC Purchases Shares of 11,800 Qualcomm Incorporated $QCOM

B&D White Capital Company LLC purchased a new stake in Qualcomm Incorporated (NASDAQ:QCOM) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 11,800 shares of the wireless technology company’s stock, valued at approximately $1,520,000.

Other large investors have also recently made changes to their positions in the company. Your Advocates Ltd. LLP acquired a new stake in Qualcomm in the 1st quarter valued at approximately $26,000. Richardson Financial Services Inc. raised its position in Qualcomm by 90.9% in the fourth quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company’s stock valued at $29,000 after purchasing an additional 80 shares during the period. Torren Management LLC acquired a new position in Qualcomm during the fourth quarter worth $29,000. Caitong International Asset Management Co. Ltd lifted its stake in Qualcomm by 17,000.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company’s stock worth $29,000 after purchasing an additional 170 shares in the last quarter. Finally, Birchwood Financial Partners Inc. acquired a new stake in shares of Qualcomm in the fourth quarter valued at $31,000. 74.35% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm announced a partnership with Samsung to help power the upcoming Galaxy smartphone lineup, a win for its mobile chip franchise and a potential support for future handset revenue. Qualcomm partners with Samsung to power upcoming Galaxy lineup
• Neutral Sentiment: Shares have been trying to rebound after a large year-to-date decline, and some coverage says the stock remains attractive on earnings-based valuation metrics even though cash-flow models show it is closer to fair value. QUALCOMM (QCOM) Stock Looks Below Fair Value On Earnings Yet Near Fair Value On Cash Flow
• Neutral Sentiment: Recent trading showed Qualcomm outperforming the broad market on a daily basis, though one report noted it lagged some semiconductor peers, suggesting the move may be more of a technical rebound than a broad sector breakout. Qualcomm Inc. stock underperforms Tuesday when compared to competitors despite daily gains
• Negative Sentiment: Analysts are heading into the July 29 earnings report expecting a decline in earnings, which keeps pressure on the stock and raises the risk of disappointment if results or guidance miss expectations. Analysts Estimate Qualcomm (QCOM) to Report a Decline in Earnings: What to Look Out for
• Negative Sentiment: One report highlighted that Qualcomm has fallen more than 30% since May, with investors waiting for earnings to determine whether the recent slide is a buying opportunity or a sign that the market remains worried about growth. Qualcomm Stock Slides 30%: Buying Opportunity Ahead of July 29 Earnings

Qualcomm Stock Performance

Shares of QCOM opened at $175.63 on Thursday. The company has a market capitalization of $185.11 billion, a price-to-earnings ratio of 19.09, a price-to-earnings-growth ratio of 5.16 and a beta of 1.63. Qualcomm Incorporated has a 52-week low of $121.99 and a 52-week high of $259.92. 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 stock has a 50 day moving average price of $204.79 and a 200 day moving average price of $168.41.

Qualcomm (NASDAQ:QCOM) last posted its earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 EPS 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 the consensus estimate of $10.59 billion. During the same period last year, the firm posted $2.85 EPS. The company’s revenue was down 3.5% on a year-over-year basis. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Research analysts predict that Qualcomm Incorporated will post 7.97 EPS for the current fiscal year.

Qualcomm Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, September 3rd will be given a dividend of $0.92 per share. The ex-dividend date of this dividend is Thursday, September 3rd. This represents a $3.68 annualized dividend and a yield of 2.1%. Qualcomm’s payout ratio is 40.00%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Craig Hallum downgraded Qualcomm from a “buy” rating to a “hold” rating in a report on Thursday, June 25th. JPMorgan Chase & Co. lifted their target price on Qualcomm from $160.00 to $265.00 and gave the company a “neutral” rating in a research report on Friday, June 5th. Tigress Financial increased their price target on shares of Qualcomm from $270.00 to $280.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Melius Research set a $220.00 price objective on shares of Qualcomm in a research note on Monday, May 18th. Finally, Daiwa Securities Group upgraded shares of Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 price objective for the company in a report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, twenty-one have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $219.76.

Insider Transactions at Qualcomm

In related news, CAO Patricia Y. Grech sold 829 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $201.77, for a total value of $167,267.33. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 on Monday, May 4th. The stock was sold at an average price of $180.00, for a total transaction of $1,800,000.00. Following the transaction, the chief executive officer directly owned 197,568 shares in the company, valued at $35,562,240. The trade was a 4.82% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 21,721 shares of company stock worth $4,044,465. 0.05% of the stock is currently owned by corporate insiders.

About Qualcomm

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.