Qualcomm Incorporated $QCOM Position Boosted by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. lifted its position in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 17.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 361,175 shares of the wireless technology company’s stock after acquiring an additional 52,363 shares during the period. Rakuten Investment Management Inc.’s holdings in Qualcomm were worth $66,492,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in QCOM. Your Advocates Ltd. LLP acquired a new position in Qualcomm during the first quarter valued at approximately $26,000. ABS Investment Management LLC bought a new stake in Qualcomm during the second quarter worth $34,000. ABS Direct Equity Fund LLC acquired a new stake in shares of Qualcomm in the 2nd quarter valued at $34,000. Burk Holdings LLC boosted its holdings in shares of Qualcomm by 191.7% in the 2nd quarter. Burk Holdings LLC now owns 210 shares of the wireless technology company’s stock valued at $39,000 after purchasing an additional 138 shares in the last quarter. Finally, Harborfront Financial Group LLC bought a new position in shares of Qualcomm in the 2nd quarter valued at $41,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on QCOM shares. Rosenblatt Securities reissued a “buy” rating and set a $235.00 price target on shares of Qualcomm in a report on Wednesday, September 9th. Evercore set a $159.00 target price on Qualcomm in a research report on Thursday, July 30th. Weiss Ratings reissued a “hold (c)” rating on shares of Qualcomm in a research note on Monday, September 21st. Zacks Research downgraded Qualcomm from a “hold” rating to a “strong sell” rating in a research note on Tuesday, September 15th. Finally, Royal Bank Of Canada increased their target price on shares of Qualcomm from $160.00 to $180.00 and gave the stock a “sector perform” rating in a report on Wednesday, September 9th. Three investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, twenty-one have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, Qualcomm currently has a consensus rating of “Hold” and a consensus target price of $205.48.

Insider Buying and Selling at Qualcomm

In related news, EVP Ann Chaplin sold 1,827 shares of Qualcomm stock in a transaction that occurred on Friday, October 16th. The shares were sold at an average price of $174.75, for a total transaction of $319,268.25. Following the sale, the executive vice president directly owned 25,770 shares in the company, valued at $4,503,307.50. This trade represents a 6.62% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Patricia Grech sold 625 shares of the business’s stock in a transaction that occurred on Friday, August 21st. The stock was sold at an average price of $162.85, for a total transaction of $101,781.25. Following the sale, the chief accounting officer directly owned 208 shares in the company, valued at $33,872.80. The trade was a 75.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 30,258 shares of company stock worth $5,727,616 in the last 90 days. Corporate insiders own 0.05% of the company’s stock.

Qualcomm News Roundup

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm Ventures joined a $700 million funding round for AI startup Hark, which is developing AI models, software and hardware for a personal-assistant platform. The investment could create opportunities for Qualcomm chips in future consumer devices, though commercial benefits are uncertain. Qualcomm Joins Hark Funding Round
• Positive Sentiment: One report highlights potential data-center business with major hyperscalers as a possible growth engine that could help offset handset weakness. The timing and scale of revenue remain key uncertainties. Qualcomm May Be a Data-Center AI Winner
• Neutral Sentiment: Investors are focused on the Nov. 4 earnings report for updates on quarterly performance, the handset outlook and whether AI ambitions can support future growth. Qualcomm Q4 2026 Earnings Preview
• Negative Sentiment: Near-term fundamentals are a concern: Qualcomm’s phone-chip revenue fell 20% year over year in the June quarter, and previews flag possible revenue declines, rising costs and margin pressure. This increases the importance of the company’s guidance. Should You Buy Qualcomm Before Its Nov. 4 Report?
• Negative Sentiment: Qualcomm has also been caught in a broader semiconductor selloff. A report noted an 11% one-day drop on Oct. 30 as the PHLX Semiconductor Index fell about 7%; another cited the stock trading more than 37% below its year-to-date high and losing a key support level. Qualcomm Loses Crucial Support Ahead of Earnings

Qualcomm Price Performance

Shares of QCOM opened at $164.43 on Wednesday. Qualcomm Incorporated has a 12-month low of $121.99 and a 12-month high of $259.92. The business has a 50-day simple moving average of $177.98 and a two-hundred day simple moving average of $169.42. 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 stock has a market cap of $175.58 billion, a PE ratio of 19.03, a PEG ratio of 3.65 and a beta of 1.70.

Qualcomm Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 17th. Stockholders of record on Thursday, December 3rd will be paid a $0.92 dividend. The ex-dividend date of this dividend is Thursday, December 3rd. This represents a $3.68 annualized dividend and a dividend yield of 2.2%. Qualcomm’s dividend payout ratio is currently 42.59%.

Qualcomm Company Profile

Qualcomm Incorporated is a technology company that develops and commercializes wireless communications and semiconductor technologies. Through Qualcomm Technologies, Inc, the company designs integrated circuits, system software and related platforms used in smartphones, personal computers, automobiles, industrial equipment, consumer devices and other connected products. Its Snapdragon platforms support mobile computing, connectivity, artificial intelligence and multimedia applications, while its broader portfolio includes radio-frequency systems, networking and edge-computing technologies.

Qualcomm also operates a significant technology-licensing business through its Qualcomm Technology Licensing segment.