QUALCOMM Incorporated $QCOM Shares Bought by State of New Jersey Common Pension Fund D

State of New Jersey Common Pension Fund D grew its position in QUALCOMM Incorporated (NASDAQ:QCOM) by 1.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 376,083 shares of the wireless technology company’s stock after buying an additional 5,849 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in QUALCOMM were worth $62,565,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the company. waypoint wealth counsel grew its position in QUALCOMM by 2.2% in the 3rd quarter. waypoint wealth counsel now owns 2,863 shares of the wireless technology company’s stock valued at $476,000 after acquiring an additional 61 shares in the last quarter. Greykasell Wealth Strategies Inc. boosted its stake in shares of QUALCOMM by 1.5% in the third quarter. Greykasell Wealth Strategies Inc. now owns 4,126 shares of the wireless technology company’s stock valued at $686,000 after purchasing an additional 61 shares during the period. Baron Wealth Management LLC grew its holdings in shares of QUALCOMM by 4.5% in the third quarter. Baron Wealth Management LLC now owns 1,431 shares of the wireless technology company’s stock valued at $238,000 after purchasing an additional 62 shares in the last quarter. Avion Wealth increased its stake in QUALCOMM by 16.7% during the 2nd quarter. Avion Wealth now owns 441 shares of the wireless technology company’s stock worth $70,000 after buying an additional 63 shares during the period. Finally, Insight Advisors LLC PA lifted its holdings in QUALCOMM by 1.8% during the 2nd quarter. Insight Advisors LLC PA now owns 3,488 shares of the wireless technology company’s stock worth $556,000 after buying an additional 63 shares in the last quarter. Institutional investors and hedge funds own 74.35% of the company’s stock.

Analyst Ratings Changes

QCOM has been the subject of several research reports. JPMorgan Chase & Co. dropped their price target on shares of QUALCOMM from $195.00 to $185.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. DZ Bank raised QUALCOMM to a “strong-buy” rating in a research note on Tuesday, February 10th. Argus reduced their price target on QUALCOMM from $205.00 to $180.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Cantor Fitzgerald lowered their price objective on QUALCOMM from $185.00 to $160.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. Finally, Susquehanna cut shares of QUALCOMM from a “positive” rating to a “neutral” rating and set a $140.00 target price on the stock. in a report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $164.67.

Key Stories Impacting QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: MarketBeat argues Qualcomm’s pullback has set up an attractive risk/reward: technicals are deeply oversold and several analysts have raised price targets (some near $200), implying sizable upside if sentiment stabilizes. 2 Reasons Qualcomm’s Risk/Reward Is Now Red Hot
• Positive Sentiment: A Yahoo piece contends the company’s recent earnings are “soft” but ultimately better than they appear — highlighting the EPS beat and resilient revenue versus the headline guidance cut, which helps explain why some investors are buying the dip. QUALCOMM’s (NASDAQ:QCOM) Soft Earnings Are Actually Better Than They Appear
• Positive Sentiment: DZ Bank upgraded QCOM to “strong-buy,” a formal analyst vote of confidence that supports the rebound narrative. Zacks
• Neutral Sentiment: The Motley Fool included Qualcomm in a broader “best stocks to buy” discussion, suggesting the market may be overestimating the duration of weakness — helpful context but not an immediate catalyst. The Best Stocks to Buy With $1,000 Right Now
• Neutral Sentiment: Kalkine reviews QCOM’s positioning within the evolving Nasdaq tech index — useful for longer-term index-flow considerations but unclear near-term impact on the share price. What Next for QUALCOMM (NASDAQ:QCOM) in the Nasdaq Index Tech Evolution?
• Negative Sentiment: Yahoo asks whether Qualcomm can fall further after an ~18% slide this year, pointing to the guidance miss, handset exposure and reduced visibility that triggered the pullback — reminders of the main downside risks. How Much Further Will Qualcomm Fall After 18% Slide This Year?
• Negative Sentiment: Daiwa cut QCOM from “strong-buy” to “hold,” reflecting analyst caution and adding pressure to sentiment despite offsetting bullish notes from other firms. Zacks

QUALCOMM Price Performance

Shares of NASDAQ QCOM opened at $140.70 on Friday. The stock’s 50-day simple moving average is $163.86 and its 200-day simple moving average is $164.26. The firm has a market capitalization of $150.13 billion, a PE ratio of 29.07, a price-to-earnings-growth ratio of 6.97 and a beta of 1.22. QUALCOMM Incorporated has a fifty-two week low of $120.80 and a fifty-two week high of $205.95. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51.

QUALCOMM (NASDAQ:QCOM) last announced its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, beating the consensus estimate of $3.38 by $0.12. QUALCOMM had a net margin of 11.96% and a return on equity of 44.09%. The company had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.16 billion. During the same period in the prior year, the firm posted $3.41 earnings per share. The firm’s revenue was up 4.7% on a year-over-year basis. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. As a group, equities research analysts forecast that QUALCOMM Incorporated will post 9.39 EPS for the current fiscal year.

QUALCOMM Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be paid a $0.89 dividend. This represents a $3.56 annualized dividend and a yield of 2.5%. The ex-dividend date is Thursday, March 5th. QUALCOMM’s dividend payout ratio is currently 73.55%.

Insider Activity at QUALCOMM

In other news, EVP Ann C. Chaplin sold 7,180 shares of QUALCOMM stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $178.03, for a total transaction of $1,278,255.40. Following the sale, the executive vice president owned 23,944 shares in the company, valued at approximately $4,262,750.32. The trade was a 23.07% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Alexander H. Rogers sold 15,917 shares of the business’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $178.01, for a total value of $2,833,385.17. Following the completion of the sale, the executive vice president directly owned 26,071 shares of the company’s stock, valued at $4,640,898.71. The trade was a 37.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 46,217 shares of company stock valued at $7,901,275. Corporate insiders own 0.05% of the company’s stock.

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.