Tred Avon Family Wealth LLC bought a new stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) in the third quarter, HoldingsChannel.com reports. The fund bought 6,165 shares of the wireless technology company’s stock, valued at approximately $1,026,000.
A number of other hedge funds also recently bought and sold shares of QCOM. Brighton Jones LLC lifted its holdings in shares of QUALCOMM by 116.6% in the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock valued at $2,666,000 after acquiring an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of QUALCOMM by 15.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock valued at $391,000 after purchasing an additional 340 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of QUALCOMM by 44.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock worth $530,000 after purchasing an additional 1,020 shares during the period. Focus Financial Network Inc. increased its position in shares of QUALCOMM by 2.1% during the 2nd quarter. Focus Financial Network Inc. now owns 6,097 shares of the wireless technology company’s stock valued at $971,000 after purchasing an additional 127 shares during the last quarter. Finally, Signal Advisors Wealth LLC purchased a new stake in QUALCOMM during the 2nd quarter valued at $445,000. Hedge funds and other institutional investors own 74.35% of the company’s stock.
QUALCOMM News Roundup
Here are the key news stories impacting QUALCOMM this week:
- Positive Sentiment: Declared quarterly cash dividend of $0.89/share (annualized yield ~2.2%); payable March 26 to holders of record March 5 — supports income investors and signals confidence in cash flow. Qualcomm Announces Quarterly Cash Dividend
- Positive Sentiment: Coverage and feature pieces highlight Qualcomm’s push into personal AI, wearables (large Ray‑Ban demand with Meta) and new Dragonwing IQ10 chips for robotics — these represent meaningful growth levers beyond handset modems. Qualcomm: Ignored Personal AI Boom
- Neutral Sentiment: RBC (RBC Capital) initiated coverage with a “sector perform” / KeyCorp issued updated Q1 EPS assumptions — analyst activity keeps the name in focus but does not currently signal a consensus upgrade. RBC Capital initiates coverage
- Negative Sentiment: Mizuho’s downgrade (covered in MarketBeat) from Outperform to Neutral and a cut to the price target flagged near‑term headwinds: expected modem share losses on upcoming Apple devices, softer global handset demand (especially China), and rising local competition — this note is the primary driver of recent selling pressure. Qualcomm: Wall Street’s Patience Is Wearing Thin
- Negative Sentiment: Trade/tariff risk: coverage highlights the potential impact of a proposed 25% tariff on AI chips — could raise costs or disrupt supply chains for semiconductor players exposed to the U.S./China/Taiwan dynamics. 5 AI Chip Stocks Most Exposed to Trump’s New 25% Tariff
QUALCOMM Trading Down 1.2%
QUALCOMM (NASDAQ:QCOM – Get Free Report) last posted its quarterly earnings results on Wednesday, November 5th. The wireless technology company reported $3.00 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.87 by $0.13. The business had revenue of $11.27 billion for the quarter, compared to the consensus estimate of $10.74 billion. QUALCOMM had a return on equity of 43.22% and a net margin of 12.51%.The business’s revenue was up 10.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.69 EPS. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. Analysts forecast that QUALCOMM Incorporated will post 9.39 earnings per share for the current year.
QUALCOMM Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be given a $0.89 dividend. This represents a $3.56 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Thursday, March 5th. QUALCOMM’s dividend payout ratio is presently 72.80%.
Insider Activity
In other news, CAO Patricia Y. Grech sold 513 shares of the business’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $160.95, for a total value of $82,567.35. Following the completion of the transaction, the chief accounting officer directly owned 203 shares of the company’s stock, valued at approximately $32,672.85. The trade was a 71.65% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Akash J. Palkhiwala sold 10,000 shares of the firm’s stock in a transaction dated 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 sale, 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 53,155 shares of company stock valued at $9,267,593. 0.08% of the stock is currently owned by corporate insiders.
Wall Street Analyst Weigh In
QCOM has been the topic of several recent analyst reports. TD Cowen increased their target price on shares of QUALCOMM from $185.00 to $205.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Wells Fargo & Company boosted their target price on QUALCOMM from $140.00 to $165.00 and gave the company an “underweight” rating in a research report on Thursday, November 6th. Wall Street Zen downgraded QUALCOMM from a “buy” rating to a “hold” rating in a report on Tuesday, December 9th. Rosenblatt Securities restated a “buy” rating and set a $225.00 price objective on shares of QUALCOMM in a report on Thursday, November 6th. Finally, Royal Bank Of Canada assumed coverage on QUALCOMM in a research note on Wednesday. They issued a “sector perform” rating and a $180.00 target price on the stock. Eleven research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $191.28.
Get Our Latest Stock Report on QUALCOMM
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.
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