AustralianSuper Pty Ltd Takes Position in QUALCOMM Incorporated $QCOM

AustralianSuper Pty Ltd purchased a new position in QUALCOMM Incorporated (NASDAQ:QCOM) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 75,832 shares of the wireless technology company’s stock, valued at approximately $12,615,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Mirae Asset Global Investments Co. Ltd. raised its position in shares of QUALCOMM by 1.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,004,339 shares of the wireless technology company’s stock worth $167,082,000 after purchasing an additional 16,738 shares during the last quarter. Retirement Planning Co of New England Inc. increased its stake in QUALCOMM by 3.2% during the 3rd quarter. Retirement Planning Co of New England Inc. now owns 12,165 shares of the wireless technology company’s stock valued at $2,024,000 after purchasing an additional 375 shares in the last quarter. Valeo Financial Advisors LLC increased its stake in QUALCOMM by 0.8% during the 3rd quarter. Valeo Financial Advisors LLC now owns 20,665 shares of the wireless technology company’s stock valued at $3,438,000 after purchasing an additional 156 shares in the last quarter. EPG Wealth Management LLC raised its holdings in QUALCOMM by 8.0% in the third quarter. EPG Wealth Management LLC now owns 10,766 shares of the wireless technology company’s stock worth $1,791,000 after buying an additional 801 shares during the last quarter. Finally, Core Alternative Capital lifted its stake in shares of QUALCOMM by 12,341.3% in the third quarter. Core Alternative Capital now owns 28,615 shares of the wireless technology company’s stock worth $4,760,000 after buying an additional 28,385 shares in the last quarter. Institutional investors own 74.35% of the company’s stock.

Wall Street Analysts Forecast Growth

QCOM has been the subject of a number of recent analyst reports. Royal Bank Of Canada assumed coverage on shares of QUALCOMM in a report on Wednesday, January 14th. They issued a “sector perform” rating and a $180.00 price objective for the company. Piper Sandler boosted their price target on QUALCOMM from $175.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, November 6th. Mizuho dropped their price objective on QUALCOMM from $175.00 to $160.00 and set a “neutral” rating on the stock in a research report on Monday. Citigroup reiterated a “neutral” rating on shares of QUALCOMM in a report on Thursday, January 15th. Finally, Bank of America upped their target price on shares of QUALCOMM from $200.00 to $215.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Ten investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $189.06.

Trending Headlines about 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 Trading Down 0.3%

Shares of QCOM stock opened at $152.22 on Friday. The firm has a fifty day moving average price of $169.46 and a 200-day moving average price of $165.30. QUALCOMM Incorporated has a 1 year low of $120.80 and a 1 year 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 company has a market cap of $162.58 billion, a price-to-earnings ratio of 31.13, a PEG ratio of 3.40 and a beta of 1.21.

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

QUALCOMM Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be paid a dividend of $0.89 per share. The ex-dividend date 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%.

Insiders Place Their Bets

In related news, EVP Ann C. Chaplin sold 7,180 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $178.03, for a total transaction of $1,278,255.40. Following the completion of the transaction, the executive vice president owned 23,944 shares in the company, valued at approximately $4,262,750.32. This represents a 23.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Heather S. Ace sold 1,600 shares of the business’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $172.87, for a total transaction of $276,592.00. Following the completion of the sale, the insider owned 19,593 shares in the company, valued at approximately $3,387,041.91. The trade was a 7.55% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 44,820 shares of company stock valued at $7,883,482. Insiders own 0.05% of the company’s stock.

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.