Kovitz Investment Group Partners LLC Acquires 15,403 Shares of QUALCOMM Incorporated $QCOM

Kovitz Investment Group Partners LLC increased its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 4.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 388,251 shares of the wireless technology company’s stock after buying an additional 15,403 shares during the quarter. Kovitz Investment Group Partners LLC’s holdings in QUALCOMM were worth $64,590,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. Brighton Jones LLC grew its holdings in shares of QUALCOMM by 116.6% during the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock valued at $2,666,000 after purchasing an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in 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 position in QUALCOMM by 44.3% in the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock valued at $530,000 after buying an additional 1,020 shares in the last quarter. R Squared Ltd bought a new stake in shares of QUALCOMM during the second quarter worth $291,000. Finally, PKO Investment Management Joint Stock Co increased its holdings in shares of QUALCOMM by 29.7% during the second quarter. PKO Investment Management Joint Stock Co now owns 64,000 shares of the wireless technology company’s stock worth $10,193,000 after buying an additional 14,648 shares in the last quarter. 74.35% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Argus reduced their price objective on QUALCOMM from $205.00 to $180.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Susquehanna lowered QUALCOMM from a “positive” rating to a “neutral” rating and set a $140.00 price target on the stock. in a research note on Thursday, February 5th. JPMorgan Chase & Co. lowered their price objective on QUALCOMM from $195.00 to $185.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Mizuho dropped their price objective on shares of QUALCOMM from $160.00 to $140.00 and set a “neutral” rating for the company in a report on Thursday, February 5th. Finally, Daiwa Securities Group lowered shares of QUALCOMM from an “outperform” rating to a “neutral” rating and set a $140.00 target price on the stock. in a report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $164.67.

Insiders Place Their Bets

In other news, EVP Akash J. Palkhiwala sold 10,000 shares of the business’s stock in a transaction dated Thursday, December 18th. The stock was 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 of the company’s stock, valued at $7,845,901.36. The trade was a 18.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through 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 value of $34,510.00. The SEC filing for this sale provides additional information. Insiders have sold 45,704 shares of company stock valued at $7,818,708 over the last quarter. Company insiders own 0.05% of the company’s stock.

QUALCOMM News Summary

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Long-term bullish take: The Motley Fool frames Qualcomm as a buy-the-dip AI technology opportunity, arguing recent short-term weakness creates a longer-term entry point for investors focused on AI exposure. The Ultimate AI Technology Stock to Buy With $1,000 Right Now
• Positive Sentiment: India manufacturing push: Qualcomm selected Tata Electronics to produce automotive modules in India, strengthening its position in connected/automotive components and supporting local supply-chain expansion — a strategic win for automotive revenue exposure. Qualcomm selects Tata Electronics for automotive module production in India
• Positive Sentiment: Foundry/India strategy commentary: Qualcomm’s CEO has publicly pushed for India as a foundry destination and a diversified semiconductor supply chain, signaling management focus on long-term manufacturing footprints that can support automotive and AI chip demand. Qualcomm CEO thinks India could be a foundry destination, calls for diversified semiconductor supply chain: report
• Positive Sentiment: Bull case commentary: Forbes lays out a constructive path for QCOM to reach higher levels based on multi-year AI adoption and licensing/SoC strengths — supportive narrative for momentum and investor confidence. How Qualcomm Stock Rises To $184
• Positive Sentiment: Recent fundamentals: Qualcomm recently beat EPS and revenue estimates and set Q2 guidance (EPS range provided), which underpins the stock’s resilience amid the sector rotation. (Earnings release and guidance cited by market reports.)
• Neutral Sentiment: Trending/attention: Zacks and MarketBeat note QCOM is a trending stock and highlight contrarian signals after a multiyear pullback — increased attention can raise volume and volatility but is not a direct catalyst. Here is What to Know Beyond Why QUALCOMM Incorporated (QCOM) is a Trending Stock
• Neutral Sentiment: Peripheral hire noted: GoPro’s CFO change mentions a former Qualcomm executive in GoPro’s leadership history—interesting context but not material to QCOM’s near-term operating outlook. GoPro names insider Brian Tratt as CFO
• Negative Sentiment: Competition and revenue pressure: A Yahoo comparison with Sanmina highlights that Sanmina’s 2026 outlook and earnings momentum look stronger and flags revenue pressure for Qualcomm — a reminder of near-term top-line risks. Qualcomm vs. Sanmina: Which Tech Stock is the Better Buy Now?
• Negative Sentiment: Analyst caution: Morgan Stanley resumed coverage with an Underweight and a $132 price target, saying much of the upside is already priced in — this analyst view can weigh on sentiment and cap near-term upside. Morgan Stanley Warns QUALCOMM Incorporated (QCOM) Upside Largely Priced In at Current Levels

QUALCOMM Price Performance

QUALCOMM stock opened at $142.88 on Friday. The stock’s 50 day moving average is $160.22 and its 200 day moving average is $163.99. QUALCOMM Incorporated has a one year low of $120.80 and a one year high of $205.95. The firm has a market cap of $152.45 billion, a P/E ratio of 29.52, a P/E/G ratio of 7.08 and a beta of 1.22. The company has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 1.83.

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

QUALCOMM Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be paid a dividend of $0.89 per share. This represents a $3.56 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date of this dividend is Thursday, March 5th. QUALCOMM’s dividend payout ratio (DPR) is currently 73.55%.

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.