QUALCOMM Incorporated $QCOM Shares Purchased by AE Wealth Management LLC

AE Wealth Management LLC raised its stake in QUALCOMM Incorporated (NASDAQ:QCOM) by 25.5% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 129,415 shares of the wireless technology company’s stock after buying an additional 26,309 shares during the quarter. AE Wealth Management LLC’s holdings in QUALCOMM were worth $21,530,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of QCOM. Harbor Capital Advisors Inc. lifted its position in QUALCOMM by 72.2% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock valued at $26,000 after purchasing an additional 65 shares during the last quarter. Chung Wu Investment Group LLC acquired a new stake in shares of QUALCOMM in the second quarter valued at approximately $32,000. Harbor Asset Planning Inc. bought a new stake in shares of QUALCOMM during the second quarter valued at approximately $32,000. Winnow Wealth LLC acquired a new position in shares of QUALCOMM during the second quarter worth approximately $32,000. Finally, Lavaca Capital LLC bought a new position in QUALCOMM in the 2nd quarter worth approximately $32,000. Institutional investors own 74.35% of the company’s stock.

Key Stories Impacting QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Macro/valuation bulls point to QCOM as a “safe” tech income play given strong cash generation, high dividend yield and attractive valuation metrics — this supports the case for income-oriented investors. Is Qualcomm The Ultimate “Safe” Tech Buy?
• Positive Sentiment: Coverage highlights Qualcomm’s push into on‑device AI, which is a strategic growth narrative that could support longer-term revenue diversification beyond smartphones. This narrative can attract investors focused on AI exposure in semiconductors. Qualcomm Taps On Device AI As Shares Trade Below Analyst Targets
• Positive Sentiment: Technical-watchers note a historical RSI setup that preceded a strong rally previously, which some traders interpret as a potential short-term rebound signal. Use cautiously and combine with fundamentals. The last time Qualcomm’s RSI did this, the stock rallied 70%
• Neutral Sentiment: Recent analyst coverage roundup summarizes current ratings and estimates — useful for tracking consensus price targets and revisions ahead of the Feb. 4 results but not a single decisive driver on its own. Qualcomm Stock: Analyst Estimates & Ratings
• Neutral Sentiment: UBS reaffirmed a hold rating — keeps institutional view mixed rather than bullish, reinforcing the “wait for earnings/visibility” stance. UBS Keeps Their Hold Rating on Qualcomm (QCOM)
• Neutral Sentiment: Institutional filing shows large portfolio moves: some managers materially added QCOM shares (e.g., Loring Wolcott added ~392,870 shares in the reported quarter) while others trimmed — signals mixed but confirms continued institutional interest. Fund Update: 392,870 QUALCOMM (QCOM) shares added…
• Negative Sentiment: Zacks issued a notable downgrade to “strong sell” — a clear near-term negative that can put downward pressure on the share price by influencing retail and quant-driven flows. Zacks.com
• Negative Sentiment: Earnings previews from some outlets expect a Q1 EPS decline, increasing the risk that the Feb. 4 print or guidance could disappoint and weigh on the stock. Earnings Preview: Qualcomm (QCOM) Q1 Earnings Expected to Decline
• Negative Sentiment: Insider selling activity is notable (multiple executive sales reported), which investors often view as a mild negative signal on near-term insider conviction. Fund Update / Insider Activity

QUALCOMM Stock Down 0.3%

QCOM stock opened at $152.22 on Friday. The firm has a market cap of $162.58 billion, a PE ratio of 31.13, a P/E/G ratio of 3.40 and a beta of 1.21. QUALCOMM Incorporated has a 12 month low of $120.80 and a 12 month high of $205.95. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.82 and a quick ratio of 2.10. The firm has a 50 day simple moving average of $169.46 and a 200 day simple moving average of $165.30.

QUALCOMM (NASDAQ:QCOM) last posted its quarterly earnings results on Wednesday, November 5th. The wireless technology company reported $3.00 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.87 by $0.13. QUALCOMM had a net margin of 12.51% and a return on equity of 43.22%. The firm had revenue of $11.27 billion for the quarter, compared to analyst estimates of $10.74 billion. During the same quarter in the previous year, the business posted $2.69 earnings per share. The firm’s quarterly revenue was up 10.0% compared to the same quarter last year. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. Equities research analysts forecast that QUALCOMM Incorporated will post 9.39 earnings per share for the current fiscal year.

QUALCOMM Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be given a dividend of $0.89 per share. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.3%. QUALCOMM’s payout ratio is 72.80%.

Insider Buying and Selling at QUALCOMM

In other QUALCOMM news, insider Heather S. Ace sold 1,600 shares of the firm’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $172.87, for a total value of $276,592.00. Following the completion of the transaction, the insider directly owned 19,593 shares in the company, valued at $3,387,041.91. This trade represents a 7.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Akash J. Palkhiwala sold 3,333 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $173.30, for a total transaction of $577,608.90. Following the sale, the executive vice president owned 38,932 shares in the company, valued at $6,746,915.60. This represents a 7.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 44,820 shares of company stock valued at $7,883,482 over the last 90 days. 0.05% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. Rosenblatt Securities reaffirmed a “buy” rating and set a $225.00 target price on shares of QUALCOMM in a research note on Thursday, November 6th. Wall Street Zen lowered QUALCOMM from a “buy” rating to a “hold” rating in a report on Tuesday, December 9th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of QUALCOMM in a report on Monday, December 29th. Mizuho lowered their target price on shares of QUALCOMM from $175.00 to $160.00 and set a “neutral” rating on the stock in a research note on Monday. Finally, Piper Sandler boosted their price target on shares of QUALCOMM from $175.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, November 6th. Ten investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $189.06.

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.