QUALCOMM Incorporated $QCOM Shares Purchased by M&G PLC

M&G PLC lifted its position in QUALCOMM Incorporated (NASDAQ:QCOM) by 59.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,248,333 shares of the wireless technology company’s stock after acquiring an additional 466,091 shares during the quarter. M&G PLC owned 0.12% of QUALCOMM worth $207,223,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in QCOM. waypoint wealth counsel lifted its stake in QUALCOMM by 2.2% during the third quarter. waypoint wealth counsel now owns 2,863 shares of the wireless technology company’s stock worth $476,000 after purchasing an additional 61 shares during the last quarter. Greykasell Wealth Strategies Inc. lifted its position in shares of QUALCOMM by 1.5% in the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 4,126 shares of the wireless technology company’s stock worth $686,000 after buying an additional 61 shares during the last quarter. Baron Wealth Management LLC boosted its holdings in shares of QUALCOMM by 4.5% in the 3rd quarter. Baron Wealth Management LLC now owns 1,431 shares of the wireless technology company’s stock valued at $238,000 after buying an additional 62 shares during the period. Avion Wealth grew its position in shares of QUALCOMM by 16.7% during the 2nd quarter. Avion Wealth now owns 441 shares of the wireless technology company’s stock valued at $70,000 after buying an additional 63 shares during the last quarter. Finally, Insight Advisors LLC PA raised its stake in QUALCOMM by 1.8% during the second quarter. Insight Advisors LLC PA now owns 3,488 shares of the wireless technology company’s stock worth $556,000 after acquiring an additional 63 shares during the period. 74.35% of the stock is currently owned by institutional investors.

QUALCOMM Trading Up 1.6%

Shares of QCOM stock opened at $140.70 on Monday. QUALCOMM Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95. The firm has a market capitalization of $150.13 billion, a PE ratio of 29.07, a price-to-earnings-growth ratio of 6.97 and a beta of 1.22. The stock has a fifty day moving average of $163.86 and a two-hundred day moving average of $164.29. 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 (NASDAQ:QCOM) last issued its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, beating analysts’ consensus estimates of $3.38 by $0.12. The business had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.16 billion. QUALCOMM had a net margin of 11.96% and a return on equity of 44.09%. The company’s revenue was up 4.7% on a year-over-year basis. During the same period in the previous year, the business earned $3.41 earnings per share. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. As a group, research analysts expect that QUALCOMM Incorporated will post 9.39 EPS for the current year.

QUALCOMM Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be issued a $0.89 dividend. The ex-dividend date is Thursday, March 5th. This represents a $3.56 annualized dividend and a dividend yield of 2.5%. QUALCOMM’s dividend payout ratio (DPR) is 73.55%.

More QUALCOMM News

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: MarketBeat argues Qualcomm’s pullback has set up an attractive risk/reward: technicals are deeply oversold and several analysts have raised price targets (some near $200), implying sizable upside if sentiment stabilizes. 2 Reasons Qualcomm’s Risk/Reward Is Now Red Hot
• Positive Sentiment: A Yahoo piece contends the company’s recent earnings are “soft” but ultimately better than they appear — highlighting the EPS beat and resilient revenue versus the headline guidance cut, which helps explain why some investors are buying the dip. QUALCOMM’s (NASDAQ:QCOM) Soft Earnings Are Actually Better Than They Appear
• Positive Sentiment: DZ Bank upgraded QCOM to “strong-buy,” a formal analyst vote of confidence that supports the rebound narrative. Zacks
• Neutral Sentiment: The Motley Fool included Qualcomm in a broader “best stocks to buy” discussion, suggesting the market may be overestimating the duration of weakness — helpful context but not an immediate catalyst. The Best Stocks to Buy With $1,000 Right Now
• Neutral Sentiment: Kalkine reviews QCOM’s positioning within the evolving Nasdaq tech index — useful for longer-term index-flow considerations but unclear near-term impact on the share price. What Next for QUALCOMM (NASDAQ:QCOM) in the Nasdaq Index Tech Evolution?
• Negative Sentiment: Yahoo asks whether Qualcomm can fall further after an ~18% slide this year, pointing to the guidance miss, handset exposure and reduced visibility that triggered the pullback — reminders of the main downside risks. How Much Further Will Qualcomm Fall After 18% Slide This Year?
• Negative Sentiment: Daiwa cut QCOM from “strong-buy” to “hold,” reflecting analyst caution and adding pressure to sentiment despite offsetting bullish notes from other firms. Zacks

Insider Buying and Selling at QUALCOMM

In other QUALCOMM news, EVP Alexander H. Rogers sold 15,917 shares of the stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $178.01, for a total transaction of $2,833,385.17. Following the completion of the transaction, the executive vice president directly owned 26,071 shares of the company’s stock, valued at approximately $4,640,898.71. This trade represents a 37.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Akash J. Palkhiwala sold 10,000 shares of QUALCOMM stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $175.12, for a total value of $1,751,200.00. Following the transaction, the executive vice president owned 44,803 shares in the company, valued at approximately $7,845,901.36. This trade represents a 18.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 46,217 shares of company stock valued at $7,901,275. 0.05% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on QCOM shares. Wall Street Zen downgraded QUALCOMM from a “buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Mizuho reduced their price objective on QUALCOMM from $160.00 to $140.00 and set a “neutral” rating for the company in a research report on Thursday, February 5th. Sanford C. Bernstein restated an “outperform” rating and set a $200.00 price objective on shares of QUALCOMM in a research note on Monday, February 2nd. Citigroup reiterated a “neutral” rating on shares of QUALCOMM in a research note on Thursday, January 15th. Finally, Daiwa Securities Group downgraded shares of QUALCOMM from an “outperform” rating to a “neutral” rating and set a $140.00 price target for the company. in a report on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $164.67.

About QUALCOMM

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.