Jupiter Asset Management Ltd. Has $10.80 Million Stock Position in QUALCOMM Incorporated $QCOM

Jupiter Asset Management Ltd. raised its position in QUALCOMM Incorporated (NASDAQ:QCOM) by 5,017.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 64,887 shares of the wireless technology company’s stock after buying an additional 63,619 shares during the period. Jupiter Asset Management Ltd.’s holdings in QUALCOMM were worth $10,795,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. waypoint wealth counsel boosted its holdings in shares of QUALCOMM by 2.2% in the 3rd quarter. waypoint wealth counsel now owns 2,863 shares of the wireless technology company’s stock worth $476,000 after acquiring an additional 61 shares in the last quarter. Greykasell Wealth Strategies Inc. increased its holdings in QUALCOMM by 1.5% during the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 4,126 shares of the wireless technology company’s stock valued at $686,000 after purchasing an additional 61 shares in the last quarter. Baron Wealth Management LLC raised its position in 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 purchasing an additional 62 shares during the last quarter. Elser Financial Planning Inc boosted its stake in QUALCOMM by 3.7% in the third quarter. Elser Financial Planning Inc now owns 1,759 shares of the wireless technology company’s stock worth $297,000 after purchasing an additional 63 shares in the last quarter. Finally, Harbor Capital Advisors Inc. boosted its stake in QUALCOMM by 72.2% in the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after purchasing an additional 65 shares in the last quarter. 74.35% of the stock is owned by institutional investors.

Insider Buying and Selling at QUALCOMM

In other news, EVP Ann C. Chaplin sold 7,180 shares of the business’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $178.03, for a total transaction of $1,278,255.40. Following the completion of the transaction, the executive vice president directly owned 23,944 shares in the company, valued at approximately $4,262,750.32. The trade was a 23.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Akash J. Palkhiwala sold 3,333 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $137.65, for a total value of $458,787.45. Following the completion of the sale, the executive vice president directly owned 35,599 shares of the company’s stock, valued at approximately $4,900,202.35. This trade represents a 8.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 45,704 shares of company stock valued at $7,818,708 over the last quarter. 0.05% of the stock is owned by corporate insiders.

QUALCOMM Stock Up 1.1%

Shares of NASDAQ QCOM opened at $142.88 on Friday. The firm has a market capitalization of $152.45 billion, a PE ratio of 29.52, a price-to-earnings-growth ratio of 7.00 and a beta of 1.22. The company has a current ratio of 2.51, a quick ratio of 1.83 and a debt-to-equity ratio of 0.64. QUALCOMM Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95. The firm’s 50-day moving average is $160.22 and its 200-day moving average is $163.87.

QUALCOMM (NASDAQ:QCOM) last posted its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, topping analysts’ consensus estimates of $3.38 by $0.12. QUALCOMM had a net margin of 11.96% and a return on equity of 44.09%. The business had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. During the same period in the previous year, the firm posted $3.41 earnings per share. QUALCOMM’s revenue for the quarter was up 4.7% compared to the same quarter last year. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. Equities analysts expect that QUALCOMM Incorporated will post 9.39 EPS for the current year.

QUALCOMM Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on QCOM. Susquehanna lowered QUALCOMM from a “positive” rating to a “neutral” rating and set a $140.00 target price for the company. in a research note on Thursday, February 5th. Royal Bank Of Canada decreased their price objective on shares of QUALCOMM from $180.00 to $150.00 and set a “sector perform” rating on the stock in a report on Thursday, February 5th. Zacks Research cut shares of QUALCOMM from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Argus reduced their target price on shares of QUALCOMM from $205.00 to $180.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Finally, Wall Street Zen cut shares of QUALCOMM from a “buy” rating to a “hold” rating in a research note on Tuesday, December 9th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $164.67.

Trending Headlines about QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Long-term bullish take: The Motley Fool frames Qualcomm as a buy-the-dip AI technology opportunity, arguing recent short-term weakness creates a longer-term entry point for investors focused on AI exposure. The Ultimate AI Technology Stock to Buy With $1,000 Right Now
• Positive Sentiment: India manufacturing push: Qualcomm selected Tata Electronics to produce automotive modules in India, strengthening its position in connected/automotive components and supporting local supply-chain expansion — a strategic win for automotive revenue exposure. Qualcomm selects Tata Electronics for automotive module production in India
• Positive Sentiment: Foundry/India strategy commentary: Qualcomm’s CEO has publicly pushed for India as a foundry destination and a diversified semiconductor supply chain, signaling management focus on long-term manufacturing footprints that can support automotive and AI chip demand. Qualcomm CEO thinks India could be a foundry destination, calls for diversified semiconductor supply chain: report
• Positive Sentiment: Bull case commentary: Forbes lays out a constructive path for QCOM to reach higher levels based on multi-year AI adoption and licensing/SoC strengths — supportive narrative for momentum and investor confidence. How Qualcomm Stock Rises To $184
• Positive Sentiment: Recent fundamentals: Qualcomm recently beat EPS and revenue estimates and set Q2 guidance (EPS range provided), which underpins the stock’s resilience amid the sector rotation. (Earnings release and guidance cited by market reports.)
• Neutral Sentiment: Trending/attention: Zacks and MarketBeat note QCOM is a trending stock and highlight contrarian signals after a multiyear pullback — increased attention can raise volume and volatility but is not a direct catalyst. Here is What to Know Beyond Why QUALCOMM Incorporated (QCOM) is a Trending Stock
• Neutral Sentiment: Peripheral hire noted: GoPro’s CFO change mentions a former Qualcomm executive in GoPro’s leadership history—interesting context but not material to QCOM’s near-term operating outlook. GoPro names insider Brian Tratt as CFO
• Negative Sentiment: Competition and revenue pressure: A Yahoo comparison with Sanmina highlights that Sanmina’s 2026 outlook and earnings momentum look stronger and flags revenue pressure for Qualcomm — a reminder of near-term top-line risks. Qualcomm vs. Sanmina: Which Tech Stock is the Better Buy Now?
• Negative Sentiment: Analyst caution: Morgan Stanley resumed coverage with an Underweight and a $132 price target, saying much of the upside is already priced in — this analyst view can weigh on sentiment and cap near-term upside. Morgan Stanley Warns QUALCOMM Incorporated (QCOM) Upside Largely Priced In at Current Levels

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.