Level Four Advisory Services LLC Has $9.20 Million Holdings in Qualcomm Incorporated $QCOM

Level Four Advisory Services LLC decreased its position in Qualcomm Incorporated (NASDAQ:QCOM) by 6.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 55,314 shares of the wireless technology company’s stock after selling 3,809 shares during the quarter. Level Four Advisory Services LLC’s holdings in Qualcomm were worth $9,202,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of QCOM. Vanguard Group Inc. raised its position in Qualcomm by 0.3% in the 2nd quarter. Vanguard Group Inc. now owns 114,659,269 shares of the wireless technology company’s stock valued at $18,260,635,000 after buying an additional 290,799 shares during the last quarter. State Street Corp grew its stake in shares of Qualcomm by 0.8% during the 2nd quarter. State Street Corp now owns 53,667,047 shares of the wireless technology company’s stock worth $8,547,014,000 after acquiring an additional 420,352 shares in the last quarter. Norges Bank acquired a new stake in shares of Qualcomm in the second quarter valued at approximately $2,713,603,000. Amundi raised its holdings in shares of Qualcomm by 38.2% in the second quarter. Amundi now owns 11,533,094 shares of the wireless technology company’s stock valued at $1,866,451,000 after purchasing an additional 3,186,524 shares during the last quarter. Finally, Legal & General Group Plc lifted its position in shares of Qualcomm by 0.8% in the second quarter. Legal & General Group Plc now owns 9,168,731 shares of the wireless technology company’s stock worth $1,460,212,000 after purchasing an additional 74,243 shares in the last quarter. 74.35% of the stock is owned by institutional investors and hedge funds.

Qualcomm Stock Down 0.9%

QCOM opened at $141.03 on Tuesday. The stock’s fifty day simple moving average is $156.39 and its 200 day simple moving average is $163.77. Qualcomm Incorporated has a 1-year low of $120.80 and a 1-year high of $205.95. The stock has a market cap of $150.48 billion, a PE ratio of 29.14, a price-to-earnings-growth ratio of 7.11 and a beta of 1.25. The company has a current ratio of 2.51, a quick ratio of 1.83 and a debt-to-equity ratio of 0.64.

Qualcomm (NASDAQ:QCOM) last released its quarterly earnings data 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. The firm had revenue of $12.25 billion for 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 quarterly revenue was up 4.7% on a year-over-year basis. During the same period in the previous year, the company earned $3.41 earnings per share. 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 earnings per share for the current year.

Qualcomm Dividend Announcement

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 given a dividend of $0.89 per share. The ex-dividend date is Thursday, March 5th. This represents a $3.56 annualized dividend and a yield of 2.5%. Qualcomm’s dividend payout ratio (DPR) is 73.55%.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Mizuho decreased their target price on shares of Qualcomm from $160.00 to $140.00 and set a “neutral” rating for the company in a research report on Thursday, February 5th. Daiwa Securities Group lowered 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. Morgan Stanley began coverage on Qualcomm in a research report on Tuesday, February 10th. They set an “underweight” rating and a $132.00 price target for the company. Loop Capital raised Qualcomm from a “hold” rating to a “buy” rating and set a $185.00 price target on the stock in a research report on Tuesday, February 24th. Finally, Zacks Research downgraded Qualcomm from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $168.48.

Insider Transactions at Qualcomm

In related news, EVP Ann C. Chaplin sold 7,180 shares of the business’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $178.03, for a total value of $1,278,255.40. Following the completion of the sale, the executive vice president directly owned 23,944 shares in the company, valued at $4,262,750.32. The trade was a 23.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $137.00, for a total value of $438,400.00. Following the transaction, the executive vice president owned 16,393 shares in the company, valued at $2,245,841. The trade was a 16.33% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 45,501 shares of company stock worth $7,784,198. Insiders own 0.05% of the company’s stock.

Qualcomm News Summary

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: CEO Cristiano Amon said robotics will become a “larger opportunity” within two years; Qualcomm recently launched a Dragonwing processor aimed at robots, signaling a new product category that could diversify revenue beyond smartphones. Read More.
• Positive Sentiment: Qualcomm led a new industry coalition at MWC to accelerate 6G commercialization with milestone targets toward 2029, positioning QCOM as a central infrastructure player if 6G ramps as planned. Read More.
• Positive Sentiment: QCOM deepened technical ties with Ericsson to build 6G radio prototypes and test AI‑native networks — a partnership that could accelerate product development and win operator deployments. Read More.
• Positive Sentiment: Wells Fargo published a bullish take, highlighting a >$100B AI inference opportunity where Qualcomm’s IP could capture meaningful share as it pushes into AI chips and data‑center inference. Read More.
• Positive Sentiment: Analyses note Qualcomm’s pivot toward AI/data‑center, automotive platforms and ongoing capital returns — combined with strong fiscal results — as factors that could re‑rate the stock over time. Read More.
• Neutral Sentiment: Investor letters and valuation pieces are debating whether QCOM’s current price offers an attractive entry given growth initiatives; these are informative but not immediate catalysts. Read More.
• Negative Sentiment: Consensus analyst coverage remains cautious with an aggregate “Hold” rating, which can limit upside until clearer execution or more convincing near‑term results emerge. Read More.

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.