QUALCOMM (NASDAQ:QCOM) EVP Akash Palkhiwala Sells 10,000 Shares of Stock

QUALCOMM Incorporated (NASDAQ:QCOM) EVP Akash Palkhiwala sold 10,000 shares of QUALCOMM stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $175.12, for a total value of $1,751,200.00. Following the transaction, the executive vice president directly owned 44,803 shares in the company, valued at approximately $7,845,901.36. The trade was a 18.25% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

QUALCOMM Trading Up 0.6%

NASDAQ QCOM opened at $175.25 on Friday. The company has a current ratio of 2.82, a quick ratio of 2.10 and a debt-to-equity ratio of 0.70. The business has a fifty day simple moving average of $171.84 and a 200 day simple moving average of $163.09. QUALCOMM Incorporated has a 12 month low of $120.80 and a 12 month high of $205.95. The firm has a market capitalization of $187.69 billion, a P/E ratio of 35.84, a PEG ratio of 3.82 and a beta of 1.22.

QUALCOMM (NASDAQ:QCOM) last posted its 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. The firm had revenue of $11.27 billion during the quarter, compared to analyst estimates of $10.74 billion. QUALCOMM had a net margin of 12.51% and a return on equity of 43.22%. The business’s revenue was up 10.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.69 EPS. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. On average, analysts predict that QUALCOMM Incorporated will post 9.39 EPS for the current fiscal year.

QUALCOMM Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Thursday, December 4th were paid a $0.89 dividend. The ex-dividend date was Thursday, December 4th. This represents a $3.56 annualized dividend and a yield of 2.0%. QUALCOMM’s dividend payout ratio (DPR) is 72.80%.

Institutional Investors Weigh In On QUALCOMM

Several large investors have recently added to or reduced their stakes in the company. Kingstone Capital Partners Texas LLC increased its stake in shares of QUALCOMM by 656,661.0% in the second quarter. Kingstone Capital Partners Texas LLC now owns 58,773,542 shares of the wireless technology company’s stock worth $9,360,274,000 after purchasing an additional 58,764,593 shares in the last quarter. Norges Bank bought a new position in QUALCOMM in the 2nd quarter worth approximately $2,713,603,000. Wellington Management Group LLP grew its stake in 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 in the last quarter. Amundi raised its holdings in QUALCOMM by 38.2% during the 2nd quarter. Amundi now owns 11,533,094 shares of the wireless technology company’s stock valued at $1,866,451,000 after acquiring an additional 3,186,524 shares during the period. Finally, Dimensional Fund Advisors LP lifted its position in shares of QUALCOMM by 36.8% during the third quarter. Dimensional Fund Advisors LP now owns 6,552,427 shares of the wireless technology company’s stock worth $1,090,025,000 after acquiring an additional 1,764,252 shares in the last quarter. Hedge funds and other institutional investors own 74.35% of the company’s stock.

More QUALCOMM News

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Qualcomm completed its acquisition of Alphawave Semi roughly a quarter ahead of schedule — the deal adds high‑speed connectivity IP and appoints Alphawave CEO Tony Pialis to lead Qualcomm’s data‑center business, accelerating Qualcomm’s push beyond handsets into higher‑growth data‑center markets. Qualcomm Completes Acquisition of Alphawave Semi
• Positive Sentiment: Market reaction: coverage and trading show shares rose after the Alphawave deal as investors rewarded the strategic expansion into data‑center chips and connectivity IP — supporting the view of a re‑rating away from a pure handset story. Qualcomm Stock Rises After $2.4 Billion Alphawave Semi Deal
• Positive Sentiment: Recent performance: research notes and screens point to Qualcomm outperforming broader market moves recently, reflecting investor interest in its expanding end markets and improving revenue mix. Qualcomm (QCOM) Surpasses Market Returns
• Neutral Sentiment: Valuation and analyst views are mixed — commentary notes Qualcomm’s P/E is at decade highs as the market re‑rates the name; some firms remain cautious (Cantor Fitzgerald neutral) while others keep buy views and higher targets, so continued execution in 2026 will be critical to justify the multiple. Qualcomm’s Monster Rally Has a Catch—Can the Stock Keep Climbing?
• Negative Sentiment: Insider selling: EVP Ann Chaplin sold 7,180 shares (~$1.28M) earlier this week (reported), trimming her stake ~23% — insider sales can be read as profit‑taking and may create short‑term investor caution. QUALCOMM (NASDAQ:QCOM) EVP Ann Chaplin Sells 7,180 Shares
• Negative Sentiment: Another EVP, Akash J. Palkhiwala, sold 2,538 shares (~$447k) — additional insider sales add to the narrative of executives taking gains ahead of the new year. SEC filing: Insider Sale

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. TD Cowen upped their target price on QUALCOMM from $185.00 to $205.00 and gave the company a “buy” rating in a report on Thursday, November 6th. Wells Fargo & Company upped their price objective on QUALCOMM from $140.00 to $165.00 and gave the company an “underweight” rating in a research note on Thursday, November 6th. JPMorgan Chase & Co. raised their target price on QUALCOMM from $200.00 to $210.00 and gave the company an “overweight” rating in a research report on Tuesday, November 4th. Rosenblatt Securities reissued a “buy” rating and issued a $225.00 price target on shares of QUALCOMM in a report on Thursday, November 6th. Finally, Cowen restated a “buy” rating on shares of QUALCOMM in a report on Thursday, November 6th. Thirteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $192.94.

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.