Blue Barn Wealth LLC Sells 2,642 Shares of Qualcomm Incorporated $QCOM

Blue Barn Wealth LLC lowered its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 63.8% in the 4th quarter, Holdings Channel reports. The firm owned 1,501 shares of the wireless technology company’s stock after selling 2,642 shares during the quarter. Blue Barn Wealth LLC’s holdings in Qualcomm were worth $257,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in QCOM. MUFG Securities EMEA plc increased its stake in Qualcomm by 112.2% in the 4th quarter. MUFG Securities EMEA plc now owns 43,986 shares of the wireless technology company’s stock worth $7,524,000 after purchasing an additional 23,262 shares during the period. Swedbank AB increased its stake in Qualcomm by 1.5% in the 4th quarter. Swedbank AB now owns 1,533,420 shares of the wireless technology company’s stock worth $262,291,000 after purchasing an additional 23,110 shares during the period. NBC Securities Inc. increased its stake in Qualcomm by 47.5% in the 4th 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 period. Sequoia Financial Advisors LLC increased 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 purchasing an additional 7,804 shares during the period. Finally, Valley Wealth Managers Inc. increased its stake in Qualcomm by 6.1% in the 4th quarter. Valley Wealth Managers Inc. now owns 40,009 shares of the wireless technology company’s stock worth $6,844,000 after purchasing an additional 2,288 shares during the period. Institutional investors own 74.35% of the company’s stock.

Qualcomm Price Performance

QCOM opened at $250.01 on Thursday. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.61 and a current ratio of 2.37. Qualcomm Incorporated has a 52-week low of $121.99 and a 52-week high of $259.92. The stock has a market capitalization of $263.51 billion, a PE ratio of 27.18, a price-to-earnings-growth ratio of 29.83 and a beta of 1.59. The stock’s 50 day moving average price is $172.67 and its 200-day moving average price is $162.55.

Qualcomm (NASDAQ:QCOM) last posted its earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.56 by $0.09. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The firm had revenue of $10.60 billion for the quarter, compared to analysts’ expectations of $10.59 billion. During the same period in the previous year, the firm earned $2.85 earnings per share. The business’s revenue was down 3.5% compared to the same quarter last year. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. On average, equities research analysts predict that Qualcomm Incorporated will post 7.99 EPS for the current year.

Qualcomm announced that its board has authorized a stock buyback plan on Tuesday, March 17th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the wireless technology company to purchase up to 14.5% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.

Qualcomm Increases Dividend

The company also recently declared 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. This represents a $3.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Thursday, June 4th. Qualcomm’s dividend payout ratio is presently 38.70%.

Insider Transactions at Qualcomm

In related news, CAO Patricia Y. Grech sold 829 shares of Qualcomm 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 document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Akash J. Palkhiwala sold 2,500 shares of Qualcomm stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $211.90, for a total value of $529,750.00. Following the sale, the executive vice president owned 28,184 shares in the company, valued at $5,972,189.60. This represents a 8.15% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 19,306 shares of company stock valued at $3,435,583. Company insiders own 0.05% of the company’s stock.

Analyst Upgrades and Downgrades

QCOM has been the topic of a number of analyst reports. Evercore set a $179.00 price target on Qualcomm in a research note on Thursday, April 30th. JPMorgan Chase & Co. lifted their price target on Qualcomm from $140.00 to $160.00 and gave the stock a “neutral” rating in a research note on Thursday, April 30th. Wells Fargo & Company cut Qualcomm from a “positive” rating to an “underweight” rating in a research note on Friday, May 8th. Tigress Financial boosted their target price on Qualcomm from $270.00 to $280.00 and gave the company a “buy” rating in a research note on Friday, May 8th. Finally, UBS Group cut Qualcomm from a “neutral” rating to an “underperform” rating in a research note on Friday, May 8th. Fourteen research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and four have given a Sell rating to the stock. According to MarketBeat.com, Qualcomm presently has a consensus rating of “Hold” and a consensus price target of $181.79.

Trending Headlines about Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is highlighting its push into AI inference and data centers, with new messaging around its “Dragonfly” AI brand and the “year of agents” theme supporting the view that the company can expand beyond mobile handsets. Qualcomm says 2026 is the ‘year of agents,’ unveils Dragonfly AI data center brand
• Positive Sentiment: Market commentary suggests Qualcomm’s diversification into automotive, IoT, and AI is improving the long-term investment case and helping explain renewed bullishness around the stock. Qualcomm Says 2026 Is ‘Year Of The Agent’ — And ‘Dragonfly’ Is Its Answer
• Neutral Sentiment: Commentary on Qualcomm’s long-term returns and speculation about whether the stock can reach $300 this year may be adding attention, but these pieces are mostly sentiment-driven rather than new business developments. Can Qualcomm Hit $300 This Year? Here’s The Answer
• Neutral Sentiment: A retrospective article on how much a long-term Qualcomm investment would be worth today is positive in tone, but it does not provide a fresh catalyst for the stock. What a $1K Investment in Qualcomm 15 Years Ago Is Worth Today (Hint: Its More Than You Think)
• Negative Sentiment: Analyst commentary warns that Qualcomm still faces margin pressure and weak smartphone demand, which could weigh on near-term earnings because mobile remains a major profit driver. Qualcomm Plagued by Margin Woes, Demand Softness: Time to Rethink?

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.