Qualcomm Incorporated $QCOM Shares Sold by Mediolanum International Funds Ltd

Mediolanum International Funds Ltd trimmed its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 12.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 271,882 shares of the wireless technology company’s stock after selling 37,183 shares during the period. Mediolanum International Funds Ltd’s holdings in Qualcomm were worth $34,548,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. World Investment Advisors increased its holdings in shares of Qualcomm by 14.3% in the 4th quarter. World Investment Advisors now owns 64,911 shares of the wireless technology company’s stock valued at $11,103,000 after acquiring an additional 8,130 shares during the period. MUFG Securities EMEA plc raised its position in Qualcomm by 112.2% in the 4th quarter. MUFG Securities EMEA plc now owns 43,986 shares of the wireless technology company’s stock valued at $7,524,000 after purchasing an additional 23,262 shares during the last quarter. Swedbank AB boosted its stake in Qualcomm by 1.5% during the 4th quarter. Swedbank AB now owns 1,533,420 shares of the wireless technology company’s stock worth $262,291,000 after purchasing an additional 23,110 shares during the period. NBC Securities Inc. boosted its stake in Qualcomm by 47.5% during the 4th quarter. NBC Securities Inc. now owns 18,691 shares of the wireless technology company’s stock worth $3,197,000 after purchasing an additional 6,018 shares during the period. Finally, Sequoia Financial Advisors LLC grew its position in Qualcomm by 5.7% during the 4th quarter. Sequoia Financial Advisors LLC now owns 143,690 shares of the wireless technology company’s stock worth $24,578,000 after purchasing an additional 7,804 shares during the last quarter. 74.35% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Qualcomm news, EVP Akash J. Palkhiwala sold 2,500 shares of the firm’s stock in a transaction dated Tuesday, July 14th. The shares were sold at an average price of $180.81, for a total transaction of $452,025.00. Following the sale, the executive vice president directly owned 23,184 shares of the company’s stock, valued at $4,191,899.04. This trade represents a 9.73% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through 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 the company’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $177.82, for a total transaction of $569,024.00. Following the transaction, the executive vice president directly owned 39,735 shares in the company, valued at $7,065,677.70. The trade was a 7.45% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 21,721 shares of company stock worth $4,044,465. 0.05% of the stock is owned by company insiders.

Qualcomm News Summary

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm announced a quarterly cash dividend of $0.92 per share, reinforcing shareholder returns and supporting the stock’s income appeal. Qualcomm Announces Quarterly Cash Dividend
• Positive Sentiment: Micron said it signed long-term supply agreements with Qualcomm and other partners for memory and storage components used in AI-enabled vehicles, which highlights Qualcomm’s push into automotive AI and could improve supply reliability. Micron signs deals with Qualcomm, others for AI-powered automobile chip components
• Positive Sentiment: Qualcomm’s automotive AI expansion was further emphasized in reporting on new long-term auto supply deals, which may support longer-term growth expectations for its chip platforms. Qualcomm Secures Long Term Auto Supply Deals To Back AI Vehicles
• Neutral Sentiment: Qualcomm remains a dividend payer and was featured among legacy tech names offering shareholder yields, which is more of a stability signal than a direct catalyst. 4 Tech Stocks Throwing Off Dividends
• Negative Sentiment: GF Securities initiated coverage with a Hold rating, saying there is still not enough visibility on Qualcomm’s AI250 outlook, adding to caution around near-term upside. Qualcomm Slips 2% After GF Securities Starts Coverage With Hold Rating
• Negative Sentiment: KeyCorp lowered earnings estimates across multiple future periods, including FY2026 and FY2027, signaling some concern about Qualcomm’s profit trajectory. Qualcomm Incorporated stock page

Qualcomm Stock Performance

NASDAQ:QCOM opened at $171.78 on Friday. The company has a current ratio of 2.37, a quick ratio of 1.61 and a debt-to-equity ratio of 0.54. Qualcomm Incorporated has a twelve month low of $121.99 and a twelve month high of $259.92. The company has a market capitalization of $181.06 billion, a P/E ratio of 18.67, a price-to-earnings-growth ratio of 5.11 and a beta of 1.63. The firm has a 50-day moving average price of $207.62 and a two-hundred day moving average price of $168.42.

Qualcomm (NASDAQ:QCOM) last posted its earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.56 by $0.09. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The firm had revenue of $10.60 billion for the quarter, compared to analyst estimates of $10.59 billion. During the same quarter in the prior year, the company earned $2.85 EPS. Qualcomm’s revenue was down 3.5% on a year-over-year basis. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. As a group, research analysts expect that Qualcomm Incorporated will post 7.97 earnings per share for the current fiscal year.

Qualcomm Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Thursday, September 3rd will be given a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date is Thursday, September 3rd. Qualcomm’s dividend payout ratio (DPR) is currently 40.00%.

Analyst Upgrades and Downgrades

A number of research firms have commented on QCOM. Daiwa Securities Group upgraded shares of Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 price objective on the stock in a research note on Friday, May 8th. Barclays upgraded shares of Qualcomm from an “underweight” rating to an “overweight” rating in a research note on Thursday, June 25th. Rosenblatt Securities boosted their price target on Qualcomm from $190.00 to $265.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Guggenheim set a $200.00 price objective on shares of Qualcomm in a research note on Monday, June 22nd. Finally, Mizuho boosted their target price on Qualcomm from $170.00 to $210.00 and gave the stock a “neutral” rating in a research report on Monday, June 29th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, twenty-one have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $221.31.

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.