Voya Investment Management LLC Cuts Holdings in QUALCOMM Incorporated $QCOM

Voya Investment Management LLC decreased its holdings in QUALCOMM Incorporated (NASDAQ:QCOM) by 14.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 341,750 shares of the wireless technology company’s stock after selling 55,883 shares during the period. Voya Investment Management LLC’s holdings in QUALCOMM were worth $56,854,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also bought and sold shares of the stock. Guinness Asset Management LTD raised its position in shares of QUALCOMM by 11.6% in the 2nd quarter. Guinness Asset Management LTD now owns 55,410 shares of the wireless technology company’s stock valued at $8,824,000 after purchasing an additional 5,779 shares during the last quarter. CORDA Investment Management LLC. grew its holdings in shares of QUALCOMM by 18.6% during the second quarter. CORDA Investment Management LLC. now owns 22,474 shares of the wireless technology company’s stock valued at $3,579,000 after buying an additional 3,524 shares during the last quarter. Westerkirk Capital Inc. acquired a new position in shares of QUALCOMM in the 2nd quarter valued at $4,539,000. MASTERINVEST Kapitalanlage GmbH purchased a new position in QUALCOMM in the 2nd quarter worth $3,896,000. Finally, Great Lakes Retirement Inc. lifted its position in QUALCOMM by 8.0% during the 2nd quarter. Great Lakes Retirement Inc. now owns 21,687 shares of the wireless technology company’s stock worth $3,454,000 after acquiring an additional 1,610 shares during the period. Institutional investors own 74.35% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Ann C. Chaplin sold 7,180 shares of the firm’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $178.03, for a total value of $1,278,255.40. Following the transaction, the executive vice president directly owned 23,944 shares of the company’s stock, valued at approximately $4,262,750.32. This trade represents a 23.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CAO Patricia Y. Grech sold 203 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $170.00, for a total transaction of $34,510.00. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 200,023 shares of company stock valued at $33,558,154. Corporate insiders own 0.08% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on QCOM shares. Susquehanna set a $210.00 target price on QUALCOMM in a report on Thursday, November 6th. Rosenblatt Securities reissued a “buy” rating and set a $225.00 target price on shares of QUALCOMM in a report on Thursday, November 6th. Arete Research set a $200.00 target price on QUALCOMM in a research note on Tuesday, August 26th. Wall Street Zen cut shares of QUALCOMM from a “buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of QUALCOMM in a research report on Monday. Thirteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $192.94.

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

QUALCOMM Trading Up 0.6%

QCOM stock opened at $175.25 on Friday. QUALCOMM Incorporated has a 12-month low of $120.80 and a 12-month high of $205.95. The business’s 50-day moving average is $171.84 and its 200 day moving average is $163.09. 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 stock has a market cap of $187.69 billion, a price-to-earnings ratio of 35.84, a PEG ratio of 3.82 and a beta of 1.22.

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

QUALCOMM Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, December 18th. Stockholders of record on Thursday, December 4th were issued a dividend of $0.89 per share. The ex-dividend date of this dividend was Thursday, December 4th. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.0%. QUALCOMM’s dividend payout ratio is presently 72.80%.

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.