Cairn Investment Group Inc. Has $4.75 Million Holdings in Qualcomm Incorporated $QCOM

Cairn Investment Group Inc. trimmed its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 26.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 25,728 shares of the wireless technology company’s stock after selling 9,235 shares during the quarter. Qualcomm accounts for 2.0% of Cairn Investment Group Inc.’s portfolio, making the stock its 17th largest position. Cairn Investment Group Inc.’s holdings in Qualcomm were worth $4,754,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in QCOM. Your Advocates Ltd. LLP acquired a new position in Qualcomm in the 1st quarter worth about $26,000. Caitong International Asset Management Co. Ltd raised its stake in shares of Qualcomm by 17,000.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company’s stock worth $29,000 after purchasing an additional 170 shares in the last quarter. Birchwood Financial Partners Inc. acquired a new stake in shares of Qualcomm during the 4th quarter valued at about $31,000. Commonwealth Retirement Investments LLC acquired a new stake in shares of Qualcomm during the 4th quarter valued at about $32,000. Finally, ABS Investment Management LLC bought a new stake in shares of Qualcomm in the 2nd quarter valued at approximately $34,000. 74.35% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on QCOM. Benchmark cut their price target on shares of Qualcomm from $300.00 to $270.00 and set a “buy” rating on the stock in a report on Monday, July 27th. Mizuho increased their target price on shares of Qualcomm from $170.00 to $210.00 and gave the stock a “neutral” rating in a research report on Monday, June 29th. TD Cowen lowered their target price on shares of Qualcomm from $225.00 to $175.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Sanford C. Bernstein set a $165.00 price target on Qualcomm in a research report on Thursday, July 30th. Finally, Guggenheim set a $200.00 price target on Qualcomm in a research note on Monday, June 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, twenty have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $203.76.

Qualcomm Trading Down 2.3%

Shares of QCOM stock opened at $166.61 on Wednesday. The company has a market capitalization of $174.98 billion, a P/E ratio of 19.28, a P/E/G ratio of 15.74 and a beta of 1.67. Qualcomm Incorporated has a 12-month low of $121.99 and a 12-month high of $259.92. The company has a quick ratio of 1.28, a current ratio of 2.02 and a debt-to-equity ratio of 0.46. The firm has a 50-day moving average price of $170.71 and a 200 day moving average price of $169.24.

Qualcomm (NASDAQ:QCOM) last announced its earnings results on Wednesday, July 29th. The wireless technology company reported $2.21 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.23 by ($0.02). Qualcomm had a return on equity of 38.36% and a net margin of 21.01%.The company had revenue of $9.95 billion for the quarter, compared to analyst estimates of $9.69 billion. During the same quarter in the previous year, the company posted $2.77 earnings per share. Qualcomm’s revenue for the quarter was down 4.0% on a year-over-year basis. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. Research analysts forecast that Qualcomm Incorporated will post 7.74 earnings per share for the current fiscal year.

Qualcomm Announces Dividend

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 issued a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Thursday, September 3rd. Qualcomm’s dividend payout ratio (DPR) is presently 42.59%.

Insider Buying and Selling

In other Qualcomm news, EVP Akash J. Palkhiwala sold 2,500 shares of the business’s stock in a transaction dated Wednesday, August 12th. The shares were sold at an average price of $163.26, for a total transaction of $408,150.00. Following the sale, the executive vice president directly owned 20,684 shares of the company’s stock, valued at $3,376,869.84. The trade was a 10.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Patricia Y. Grech sold 208 shares of the company’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $170.00, for a total value of $35,360.00. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 11,533 shares of company stock worth $1,961,219 over the last ninety days. Company insiders own 0.05% of the company’s stock.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is expanding its AI PC presence through a partnership with HUMAIN. HUMAIN’s Horizon Ultra is powered by Qualcomm’s Snapdragon X2 Elite platform, providing potential exposure to growth in AI-enabled personal computers and validating Qualcomm’s strategy beyond smartphones. Can Qualcomm’s Tie-Up With HUMAIN for AI PC Lift Its Shares?
• Positive Sentiment: Investors continue to focus on Qualcomm’s automotive, data-center and edge-AI initiatives as longer-term diversification opportunities. Analysts have also noted that data-center growth could become a more meaningful catalyst ahead of the company’s fourth-quarter results. Qualcomm Outperforms Broader Market Slump
• Neutral Sentiment: Qualcomm named former Motorola Devices president Sergio Buniac to lead its Mobile, Compute and Personal AI businesses. The appointment could strengthen execution in smartphones, PCs and AI devices, although investors are watching whether new leadership can offset rising costs and potential losses in Apple modem revenue. How Investors May Respond To QCOM Naming Sergio Buniac
• Neutral Sentiment: Qualcomm’s quarterly dividend of $0.92 per share, implying a 2.2% yield, remains a source of shareholder support. Institutional investors collectively own about 74% of the stock, indicating substantial professional-investor participation.
• Negative Sentiment: Qualcomm faces a smartphone reality check: quarterly revenue recently declined 4% year over year, earnings fell short of consensus, and reduced iPhone modem share remains a concern. Analysts broadly maintain a “Hold” view, with several cutting price targets and one bank reducing earnings estimates. Qualcomm’s AI Ambitions Run Into a Smartphone Reality Check
• Negative Sentiment: Semiconductor stocks broadly sold off as higher bond yields pressured richly valued technology shares. Separately, Nvidia’s $3.5 billion investment in rival MediaTek and planned collaboration on AI chips, PCs and automotive products raise competitive concerns for Qualcomm. Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields
• Negative Sentiment: A comparison with rapidly accelerating Sandisk highlights Qualcomm’s more gradual revenue contraction, reinforcing concerns that its AI growth businesses have not yet fully offset weaker mobile demand. A chief accounting officer’s $35,360 stock sale was made under a pre-arranged 10b5-1 plan and is unlikely to be a major signal by itself. Qualcomm vs. Sandisk

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.