Lansforsakringar Fondforvaltning AB publ Sells 29,658 Shares of QUALCOMM Incorporated $QCOM

Lansforsakringar Fondforvaltning AB publ cut its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 5.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 494,686 shares of the wireless technology company’s stock after selling 29,658 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in QUALCOMM were worth $82,296,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Harbor Capital Advisors Inc. increased its stake in shares of QUALCOMM by 72.2% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after acquiring an additional 65 shares in the last quarter. Cloud Capital Management LLC bought a new stake in QUALCOMM during the third quarter worth about $27,000. Winnow Wealth LLC purchased a new stake in QUALCOMM in the second quarter worth about $32,000. Lavaca Capital LLC bought a new position in shares of QUALCOMM during the second quarter valued at approximately $32,000. Finally, Guerra Advisors Inc bought a new position in shares of QUALCOMM during the third quarter valued at approximately $39,000. Institutional investors own 74.35% of the company’s stock.

Key QUALCOMM News

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on QCOM. Weiss Ratings reissued a “hold (c)” rating on shares of QUALCOMM in a research report on Monday, December 29th. UBS Group reissued a “neutral” rating on shares of QUALCOMM in a report on Monday, February 2nd. DZ Bank raised QUALCOMM to a “strong-buy” rating in a research note on Tuesday, February 10th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $200.00 price target on shares of QUALCOMM in a research report on Monday, February 2nd. Finally, Zacks Research cut shares of QUALCOMM from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $164.67.

Insider Activity at QUALCOMM

In other QUALCOMM news, CAO Patricia Y. Grech sold 203 shares of QUALCOMM stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $170.00, for a total value of $34,510.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Heather S. Ace sold 3,200 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $137.00, for a total transaction of $438,400.00. Following the sale, the executive vice president owned 16,393 shares of the company’s stock, valued at approximately $2,245,841. This represents a 16.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 45,704 shares of company stock valued at $7,818,708 over the last quarter. 0.05% of the stock is owned by company insiders.

QUALCOMM Stock Up 1.1%

QUALCOMM stock opened at $142.88 on Friday. QUALCOMM Incorporated has a 12 month low of $120.80 and a 12 month high of $205.95. The stock has a fifty day simple moving average of $160.22 and a two-hundred day simple moving average of $163.99. The company has a current ratio of 2.51, a quick ratio of 1.83 and a debt-to-equity ratio of 0.64. The firm has a market cap of $152.45 billion, a price-to-earnings ratio of 29.52, a PEG ratio of 7.08 and a beta of 1.22.

QUALCOMM (NASDAQ:QCOM) last released its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, beating the consensus estimate of $3.38 by $0.12. QUALCOMM had a return on equity of 44.09% and a net margin of 11.96%.The company had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.16 billion. During the same period last year, the firm posted $3.41 earnings per share. QUALCOMM’s revenue 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 predict that QUALCOMM Incorporated will post 9.39 EPS for the current fiscal year.

QUALCOMM Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be given a dividend of $0.89 per share. The ex-dividend date is Thursday, March 5th. This represents a $3.56 dividend on an annualized basis and a yield of 2.5%. QUALCOMM’s dividend payout ratio is 73.55%.

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.