Arrowpoint Investment Partners Singapore Pte. Ltd. Acquires Shares of 312,600 Qualcomm Incorporated $QCOM

Arrowpoint Investment Partners Singapore Pte. Ltd. bought a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM) in the fourth quarter, Holdings Channel reports. The firm bought 312,600 shares of the wireless technology company’s stock, valued at approximately $53,470,000. Qualcomm comprises 7.9% of Arrowpoint Investment Partners Singapore Pte. Ltd.’s holdings, making the stock its 6th biggest position.

A number of other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. grew its holdings in Qualcomm by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 114,144,068 shares of the wireless technology company’s stock worth $19,524,350,000 after acquiring an additional 647,076 shares during the period. Geode Capital Management LLC grew its holdings in shares of Qualcomm by 12.5% in the 4th quarter. Geode Capital Management LLC now owns 28,897,079 shares of the wireless technology company’s stock valued at $4,931,968,000 after buying an additional 3,221,924 shares during the period. Norges Bank acquired a new position in shares of Qualcomm in the 4th quarter valued at $2,591,056,000. Amundi grew its holdings in shares of Qualcomm by 9.9% in the 3rd quarter. Amundi now owns 12,671,635 shares of the wireless technology company’s stock valued at $2,136,486,000 after buying an additional 1,138,541 shares during the period. Finally, Wellington Management Group LLP grew its holdings in shares of Qualcomm by 141.8% in the 3rd quarter. Wellington Management Group LLP now owns 12,437,240 shares of the wireless technology company’s stock valued at $2,069,059,000 after buying an additional 7,292,783 shares during the period. Institutional investors and hedge funds own 74.35% of the company’s stock.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is continuing to position itself for growth beyond smartphones, with articles highlighting its push into AI inference, data center, automotive, and edge AI use cases. A new PR release also noted Primax Electronics is using Qualcomm-powered edge AI platforms for next-generation conference solutions, reinforcing traction in enterprise AI applications. Article Title
• Positive Sentiment: Long-term investors are being reminded that Qualcomm has built substantial value over time, with one article pointing to the company’s strong 15-year investment performance and its evolution from a mobile-only chip maker into a broader semiconductor and licensing business. Article Title
• Neutral Sentiment: Coverage from Zacks and Yahoo Finance noted the stock’s recent weakness versus the broader market, but these pieces were largely descriptive “facts to know before you trade” updates rather than new company-specific catalysts. Article Title
• Neutral Sentiment: Valuation commentary suggests Qualcomm remains attractive on some longer-term AI-growth themes, but the stock’s near-term direction is still being driven more by sentiment around competition and margins than by this analysis alone. Article Title
• Negative Sentiment: Nvidia’s new RTX Spark AI PC chip is intensifying competition in Windows PCs, pressuring Qualcomm’s Snapdragon franchise and helping drive investor concern about share loss in a key growth market. Article Title
• Negative Sentiment: A separate Zacks analysis warned that Qualcomm is facing margin pressure and soft smartphone demand, with its core handset business still a major earnings driver and therefore a source of near-term risk. Article Title

Insider Activity

In other news, CAO Patricia Y. Grech sold 829 shares of Qualcomm 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 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 dated Monday, April 13th. The shares were sold at an average price of $130.34, for a total transaction of $325,850.00. Following the completion of the transaction, the executive vice president directly owned 30,684 shares of the company’s stock, valued at approximately $3,999,352.56. This trade represents a 7.53% decrease in their position. 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. In the last 90 days, insiders sold 19,306 shares of company stock worth $3,435,583. Insiders own 0.05% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently commented on QCOM shares. Robert W. Baird set a $300.00 price objective on shares of Qualcomm in a research report on Friday, May 1st. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $140.00 price objective (down from $175.00) on shares of Qualcomm in a research report on Thursday, March 26th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $160.00 price objective on shares of Qualcomm in a research report on Thursday, April 30th. Piper Sandler reaffirmed an “overweight” rating and issued a $200.00 price objective on shares of Qualcomm in a research report on Thursday, February 5th. Finally, Craig Hallum raised shares of Qualcomm to a “buy” rating in a research report on Friday, May 8th. Fourteen research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Qualcomm currently has a consensus rating of “Hold” and a consensus price target of $181.79.

Qualcomm Stock Down 3.0%

Shares of QCOM stock opened at $242.57 on Friday. The company has a current ratio of 2.37, a quick ratio of 1.61 and a debt-to-equity ratio of 0.54. Qualcomm Incorporated has a 1 year low of $121.99 and a 1 year high of $259.92. The firm’s fifty day moving average price is $174.95 and its two-hundred day moving average price is $163.03. The firm has a market capitalization of $255.67 billion, a P/E ratio of 26.37, a PEG ratio of 30.97 and a beta of 1.59.

Qualcomm (NASDAQ:QCOM) last issued its quarterly 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 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 analyst estimates of $10.59 billion. During the same period in the previous year, the business earned $2.85 EPS. The company’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 analysts predict that Qualcomm Incorporated will post 7.99 EPS for the current fiscal year.

Qualcomm declared that its Board of Directors has approved a share repurchase plan on Tuesday, March 17th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the wireless technology company to buy up to 14.5% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board of directors believes its stock is undervalued.

Qualcomm Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be given a $0.92 dividend. This is a boost from Qualcomm’s previous quarterly dividend of $0.89. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $3.68 dividend on an annualized basis and a dividend yield of 1.5%. Qualcomm’s payout ratio is 38.70%.

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.