Bull Oak Capital LLC Invests $773,000 in Qualcomm Incorporated $QCOM

Bull Oak Capital LLC purchased a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 4,518 shares of the wireless technology company’s stock, valued at approximately $773,000. Qualcomm makes up 0.3% of Bull Oak Capital LLC’s holdings, making the stock its 20th largest position.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Cloud Capital Management LLC acquired a new stake in shares of Qualcomm in the third quarter valued at $27,000. Richardson Financial Services Inc. grew its stake in Qualcomm by 90.9% during the 4th quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company’s stock worth $29,000 after purchasing an additional 80 shares in the last quarter. Torren Management LLC acquired a new position in Qualcomm during the 4th quarter worth $29,000. Glass Jacobson Investment Advisors llc grew its stake in Qualcomm by 113.5% during the 4th quarter. Glass Jacobson Investment Advisors llc now owns 190 shares of the wireless technology company’s stock worth $32,000 after purchasing an additional 101 shares in the last quarter. Finally, Board of the Pension Protection Fund acquired a new position in Qualcomm during the 4th quarter worth $34,000. 74.35% of the stock is currently owned by hedge funds and other institutional investors.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Q2 beat and segment strength — Qualcomm topped EPS expectations and showed strong automotive/licensing performance, which supports near‑term earnings quality and helped fuel the recent rally. Qualcomm (QCOM) Posts Stellar Q2
• Positive Sentiment: Data‑center/hyperscaler validation — CEO commentary that Qualcomm will ship custom data‑center chips to a “large hyperscaler” this year materially changed the narrative and underpins hopes for a new, higher‑growth revenue stream. Reuters: Qualcomm shares jump
• Positive Sentiment: Analyst support — Multiple firms raised targets or reaffirmed buy ratings (e.g., Benchmark, Rosenblatt, Summit Insights upgrade), which added fuel to the rally and legitimized the AI/data‑center story. Wall Street Lifts Qualcomm Price Target
• Neutral Sentiment: Technicals and momentum — Chart signals show an overbought setup after the rapid rally; that attracts momentum buyers but raises short‑term pullback risk. Barron’s: Technicals
• Neutral Sentiment: Capital returns — Ongoing buyback authorization and a raised quarterly dividend support shareholder returns, a stabilizing factor for valuation. MarketBeat: QCOM summary
• Negative Sentiment: Below‑consensus Q3 guide & memory shortage — Qualcomm guided Q3 revenue/EPS below Street expectations and pointed to a memory supply issue that could pressure handset demand, which triggered the initial post‑earnings weakness. Reuters: Forecast underwhelms
• Negative Sentiment: Insider sale disclosure — A CAO disclosed a small Rule 10b5‑1 sale (192 shares); minimal on its own but noted by some data aggregators amid high‑volume trading. InsiderTrades: Insider sale

Qualcomm Stock Down 1.4%

Shares of NASDAQ QCOM opened at $177.00 on Friday. The company has a market capitalization of $188.85 billion, a price-to-earnings ratio of 19.24 and a beta of 1.49. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.37 and a quick ratio of 1.83. The business has a 50-day moving average of $135.69 and a two-hundred day moving average of $155.29. Qualcomm Incorporated has a 1 year low of $121.99 and a 1 year high of $205.95.

Qualcomm (NASDAQ:QCOM) last announced its quarterly earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.56 by $0.09. The company had revenue of $10.60 billion during the quarter, compared to the consensus estimate of $10.59 billion. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.Qualcomm’s revenue for the quarter was down 3.5% on a year-over-year basis. During the same period in the previous year, the business earned $2.85 EPS. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. On average, analysts forecast that Qualcomm Incorporated will post 8.18 earnings per share for the current fiscal year.

Qualcomm announced that its board has approved a share buyback program on Tuesday, March 17th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the wireless technology company to reacquire 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 Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be issued a dividend of $0.92 per share. This is a positive change from Qualcomm’s previous quarterly dividend of $0.89. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $3.68 dividend on an annualized basis and a yield of 2.1%. Qualcomm’s dividend payout ratio (DPR) is presently 38.70%.

Insiders Place Their Bets

In other Qualcomm news, EVP Akash J. Palkhiwala sold 2,500 shares of Qualcomm stock in a transaction dated Monday, April 13th. The stock was sold at an average price of $130.34, for a total transaction of $325,850.00. Following the completion of the sale, the executive vice president directly owned 30,684 shares of the company’s stock, valued at $3,999,352.56. The trade was a 7.53% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather S. Ace sold 3,200 shares of Qualcomm stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $137.00, for a total value of $438,400.00. Following the sale, the executive vice president directly owned 16,393 shares of the company’s stock, valued at $2,245,841. This trade represents a 16.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 9,310 shares of company stock valued at $1,266,729 in the last ninety days. Insiders own 0.05% of the company’s stock.

Analyst Upgrades and Downgrades

QCOM has been the topic of a number of analyst reports. JPMorgan Chase & Co. increased their price target on Qualcomm from $140.00 to $160.00 and gave the company a “neutral” rating in a research report on Thursday. Wells Fargo & Company increased their price target on Qualcomm from $150.00 to $160.00 and gave the company an “equal weight” rating in a research report on Thursday. BNP Paribas Exane lowered Qualcomm to a “neutral” rating in a research report on Wednesday. Daiwa Securities Group lowered Qualcomm from an “outperform” rating to a “neutral” rating and set a $140.00 price target on the stock. in a research report on Wednesday, February 11th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $160.00 price target on shares of Qualcomm in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, fifteen have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $172.40.

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.