&PARTNERS Has $48.02 Million Stock Holdings in Qualcomm Incorporated $QCOM

&PARTNERS boosted its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 13.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 280,598 shares of the wireless technology company’s stock after acquiring an additional 32,696 shares during the quarter. &PARTNERS’s holdings in Qualcomm were worth $48,016,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of QCOM. MUFG Securities EMEA plc lifted its stake in shares of Qualcomm by 112.2% in the 4th quarter. MUFG Securities EMEA plc now owns 43,986 shares of the wireless technology company’s stock valued at $7,524,000 after purchasing an additional 23,262 shares during the last quarter. Swedbank AB increased its position in Qualcomm by 1.5% during the fourth quarter. Swedbank AB now owns 1,533,420 shares of the wireless technology company’s stock worth $262,291,000 after buying an additional 23,110 shares during the last quarter. NBC Securities Inc. raised its holdings in Qualcomm by 47.5% during the fourth quarter. NBC Securities Inc. now owns 18,691 shares of the wireless technology company’s stock valued at $3,197,000 after buying an additional 6,018 shares in the last quarter. Sequoia Financial Advisors LLC lifted its position in shares of Qualcomm by 5.7% in the fourth quarter. Sequoia Financial Advisors LLC now owns 143,690 shares of the wireless technology company’s stock worth $24,578,000 after buying an additional 7,804 shares during the last quarter. Finally, Valley Wealth Managers Inc. lifted its position in shares of Qualcomm by 6.1% in the fourth quarter. Valley Wealth Managers Inc. now owns 40,009 shares of the wireless technology company’s stock worth $6,844,000 after buying an additional 2,288 shares during the last quarter. Institutional investors and hedge funds own 74.35% of the company’s stock.

Insider Buying and Selling at Qualcomm

In other Qualcomm news, CEO Cristiano R. Amon sold 10,000 shares of Qualcomm stock in a transaction on Monday, May 4th. The shares were sold at an average price of $180.00, for a total transaction of $1,800,000.00. Following the sale, the chief executive officer 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 the business’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $197.35, for a total transaction of $493,375.00. Following the completion of the sale, the executive vice president directly owned 25,684 shares in the company, valued at $5,068,737.40. This trade represents a 8.87% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 21,806 shares of company stock worth $3,928,958 over the last three months. 0.05% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts have commented on QCOM shares. BNP Paribas Exane downgraded Qualcomm to a “neutral” rating in a report on Wednesday, April 29th. Barclays boosted their price objective on shares of Qualcomm from $130.00 to $150.00 and gave the stock an “underweight” rating in a research note on Thursday, April 30th. Bank of America started coverage on shares of Qualcomm in a report on Tuesday, March 10th. They set an “underperform” rating and a $145.00 price objective for the company. Zacks Research upgraded shares of Qualcomm from a “strong sell” rating to a “hold” rating in a report on Monday, May 4th. Finally, Morgan Stanley started coverage on shares of Qualcomm in a research report on Friday, May 8th. They set an “overweight” rating for the company. Fifteen equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, Qualcomm has a consensus rating of “Hold” and an average price target of $184.29.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is signaling a bigger push beyond smartphones, saying it is working on 40+ AI-powered device designs, including wearables and other form factors that could create new growth avenues. Qualcomm CEO says AI agents will replace apps — as chip giant works on 40 new AI-powered devices
• Positive Sentiment: Investors are also encouraged by reports that Qualcomm is in talks to acquire AI chip startup Tenstorrent, a move that could strengthen its position in data-center AI accelerators and broader AI infrastructure. Qualcomm in talks to buy Tenstorrent, The Information reports
• Positive Sentiment: Multiple reports highlight Qualcomm’s expanding role in AI infrastructure, including collaborations and investor-day expectations that could provide more detail on its data-center strategy. Qualcomm’s Reported Tenstorrent Talks Test Lofty Valuation And AI Ambitions
• Neutral Sentiment: Analyst commentary and market coverage continue to frame Qualcomm as a potential AI “value play,” but the stock still faces lingering concerns about handset dependence and whether new AI bets will translate into revenue quickly. Qualcomm Is a Rare AI Chip Value Play
• Negative Sentiment: The shares are also being weighed down by a broader pullback in the stock and profit-taking after a strong recent run, with some investors wary that the valuation already reflects much of the AI optimism. Qualcomm (QCOM) Dips More Than Broader Market: What You Should Know

Qualcomm Stock Down 3.1%

QCOM stock opened at $214.07 on Wednesday. Qualcomm Incorporated has a twelve month low of $121.99 and a twelve month 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 company has a market cap of $225.63 billion, a PE ratio of 23.27, a price-to-earnings-growth ratio of 27.32 and a beta of 1.59. The business’s 50-day simple moving average is $188.06 and its 200 day simple moving average is $165.60.

Qualcomm (NASDAQ:QCOM) last announced its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 EPS for the quarter, topping analysts’ consensus estimates of $2.56 by $0.09. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The company had revenue of $10.60 billion during the quarter, compared to the consensus estimate of $10.59 billion. During the same quarter last year, the company earned $2.85 EPS. The company’s quarterly revenue was down 3.5% on a year-over-year basis. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. On average, research analysts anticipate that Qualcomm Incorporated will post 8 earnings per share for the current year.

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

Qualcomm Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Thursday, June 4th will be given a $0.92 dividend. This represents a $3.68 annualized dividend and a yield of 1.7%. This is an increase from Qualcomm’s previous quarterly dividend of $0.89. The ex-dividend date of this dividend is Thursday, June 4th. Qualcomm’s dividend payout ratio (DPR) is 40.00%.

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.