Qualcomm Incorporated $QCOM Shares Bought by Global X Japan Co. Ltd.

Global X Japan Co. Ltd. grew its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 15.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 105,355 shares of the wireless technology company’s stock after buying an additional 14,061 shares during the quarter. Qualcomm accounts for approximately 1.4% of Global X Japan Co. Ltd.’s portfolio, making the stock its 22nd biggest position. Global X Japan Co. Ltd.’s holdings in Qualcomm were worth $18,021,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its position 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 worth $2,666,000 after purchasing an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in Qualcomm by 15.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock valued at $391,000 after buying an additional 340 shares during the last quarter. Sivia Capital Partners LLC increased its holdings 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 during the last quarter. J.W. Cole Advisors Inc. raised its stake in Qualcomm by 36.6% in the second quarter. J.W. Cole Advisors Inc. now owns 31,578 shares of the wireless technology company’s stock valued at $5,029,000 after buying an additional 8,456 shares in the last quarter. Finally, Richmond Investment Services LLC acquired a new stake in Qualcomm in the second quarter valued at $216,000. 74.35% of the stock is owned by institutional investors and hedge funds.

Qualcomm Stock Performance

Shares of QCOM stock opened at $130.54 on Friday. The stock’s 50-day moving average is $141.77 and its two-hundred day moving average is $160.49. 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 Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95. The firm has a market cap of $139.29 billion, a price-to-earnings ratio of 26.97 and a beta of 1.25.

Qualcomm (NASDAQ:QCOM) last posted its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, beating the consensus estimate 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 return on equity of 44.09% and a net margin of 11.96%.The business’s quarterly revenue was up 4.7% on a year-over-year basis. During the same period in the previous year, the business earned $3.41 EPS. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Analysts predict that Qualcomm Incorporated will post 9.39 earnings per share for the current year.

Qualcomm announced that its Board of Directors has authorized a stock repurchase program on Tuesday, March 17th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the wireless technology company to buy up to 14.5% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board believes its shares are undervalued.

Qualcomm Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th were issued a $0.89 dividend. This represents a $3.56 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend was Thursday, March 5th. Qualcomm’s dividend payout ratio is presently 73.55%.

Insider Buying and Selling

In other news, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $137.00, for a total transaction of $438,400.00. Following the transaction, the executive vice president directly owned 16,393 shares in the company, valued at approximately $2,245,841. This trade represents a 16.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Akash J. Palkhiwala sold 3,333 shares of Qualcomm stock in a transaction on Friday, February 6th. The shares were sold at an average price of $137.65, for a total transaction of $458,787.45. Following the completion of the transaction, the executive vice president directly owned 35,599 shares in the company, valued at $4,900,202.35. The trade was a 8.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 9,866 shares of company stock worth $1,474,796. Insiders own 0.05% of the company’s stock.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm announced a $20 billion share buyback and raised its dividend, which supports EPS per-share metrics and signals confidence from management. That headline provides immediate buyback-driven support for the stock. Fool Article
• Positive Sentiment: Product upside: coverage highlights Qualcomm’s push into AI-enabled smart cameras and IoT silicon — a revenue growth vector if adoption scales in security and edge‑AI markets. This is a longer‑horizon positive for revenue diversification. Zacks Article
• Neutral Sentiment: Valuation note: analysts and writeups are re‑examining QCOM after recent weakness (shares down sharply over recent months), noting mixed trailing performance but continued revenue and net income growth; valuation context may keep volatility elevated. Yahoo Finance Article
• Neutral Sentiment: Index/rating technicals: discussion that rating shifts reflect Nasdaq‑100 composition may pressure index‑sensitive flows; this is more mechanical than fundamental. Kalkine Media Article
• Neutral Sentiment: Miscellaneous coverage and surveys mention QCOM alongside peer items; not market-moving by itself but adds to media attention. American Banking News
• Negative Sentiment: Analyst downgrade: Sanford C. Bernstein cut QCOM to “market perform” from “outperform” and trimmed the price target to $140 from $175 (multiple outlets reported this). The downgrade and target cut are driving near‑term selling pressure and reduce upside implied by analyst consensus. MSN Article Schaeffers Article Benzinga

Analyst Ratings Changes

Several research firms have recently issued reports on QCOM. Evercore lowered their price objective on Qualcomm from $157.00 to $134.00 and set an “in-line” rating for the company in a research report on Thursday, February 5th. Morgan Stanley started coverage on Qualcomm in a research report on Tuesday, February 10th. They set an “underweight” rating and a $132.00 target price on the stock. Cantor Fitzgerald decreased their target price on Qualcomm from $185.00 to $160.00 and set a “neutral” rating for the company in a research note on Monday, February 2nd. Wall Street Zen downgraded Qualcomm from a “buy” rating to a “hold” rating in a report on Tuesday, December 9th. Finally, Wells Fargo & Company upgraded shares of Qualcomm from an “underweight” rating to an “equal weight” rating and increased their price target for the company from $135.00 to $185.00 in a research note on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have given a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $165.14.

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.