Qualcomm Incorporated $QCOM Shares Sold by Handelsbanken Fonder AB

Handelsbanken Fonder AB decreased its position in Qualcomm Incorporated (NASDAQ:QCOM) by 1.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 481,228 shares of the wireless technology company’s stock after selling 5,176 shares during the quarter. Handelsbanken Fonder AB’s holdings in Qualcomm were worth $80,057,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. raised its holdings 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 valued at $26,000 after purchasing an additional 65 shares in the last quarter. Cloud Capital Management LLC purchased a new position in Qualcomm in the third quarter valued at $27,000. Winnow Wealth LLC acquired a new stake in Qualcomm in the second quarter valued at $32,000. Lavaca Capital LLC purchased a new stake in Qualcomm during the 2nd quarter worth about $32,000. Finally, Guerra Advisors Inc purchased a new stake in Qualcomm during the 3rd quarter worth about $39,000. Hedge funds and other institutional investors own 74.35% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Zacks Research lowered Qualcomm from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Bank of America lowered shares of Qualcomm from a “buy” rating to a “neutral” rating and set a $155.00 price target on the stock. in a research note on Thursday, February 5th. Citigroup restated a “neutral” rating on shares of Qualcomm in a research report on Thursday, January 15th. Daiwa Securities Group downgraded shares of Qualcomm from an “outperform” rating to a “neutral” rating and set a $140.00 target price on the stock. in a research report on Wednesday, February 11th. Finally, DZ Bank upgraded shares of Qualcomm to a “strong-buy” rating in a research note on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Qualcomm has an average rating of “Hold” and an average target price of $168.48.

Insider Activity at Qualcomm

In other news, EVP Akash J. Palkhiwala sold 10,000 shares of the stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $175.12, for a total transaction of $1,751,200.00. Following the completion of the transaction, the executive vice president directly owned 44,803 shares of the company’s stock, valued at approximately $7,845,901.36. This represents a 18.25% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Ann C. Chaplin sold 7,180 shares of Qualcomm stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $178.03, for a total value of $1,278,255.40. Following the completion of the sale, the executive vice president owned 23,944 shares in the company, valued at approximately $4,262,750.32. This trade represents a 23.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 45,704 shares of company stock worth $7,818,708 in the last three months. 0.05% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Snapdragon 8 Elite Gen 5 for Galaxy — Qualcomm unveiled the Snapdragon 8 Elite Gen 5 for the Galaxy S26 Ultra, deepening the Samsung partnership and highlighting QCOM’s push in AI, graphics and connectivity for premium handsets. Can Snapdragon 8 Elite Gen 5 for Galaxy Launch Boost QCOM Shares?
• Positive Sentiment: Automotive manufacturing deal with Tata Electronics — Qualcomm signed a partnership to produce automotive modules in India, adding Tata to its global manufacturing network and positioning QCOM to capture growth as cars become more software-defined. This supports the company’s automotive TAM expansion. Qualcomm Tata Deal Highlights Auto Growth And India Manufacturing Shift
• Positive Sentiment: Analyst upgrades shift tone — Loop Capital upgraded QCOM to Buy and Wells Fargo raised its stance on Qualcomm’s data center strategy, signaling growing conviction that near-term pressures may be easing and that diversification (AI/datacenter, automotive) is gaining traction. Loop Capital Upgrades Qualcomm (QCOM) to Buy, Sees Stock Nearing Turning Point
• Positive Sentiment: Technical improvement noted — Market commentary highlights a bullish MACD crossover and short-term stabilization after a steep selloff, suggesting downside momentum may have peaked and a base could form if price holds near recent levels.
• Neutral Sentiment: Retail/edge AI collaboration — Qualcomm and Vusion released a white paper on an “AI‑Native Store” using on‑device AI and BLE infrastructure; strategic for IoT/edge positioning but not an immediate revenue driver. Vusion and Qualcomm Unveil their AI-Native Store™ Vision
• Neutral Sentiment: Market reassessment piece — Commentary questions whether current share price fully reflects Qualcomm’s AI and diversification story given mixed recent returns; useful context but not new company-specific news. Is It Time To Reassess Qualcomm (QCOM) After Mixed Returns And AI Growth Story
• Negative Sentiment: Baird cut its price target — Baird trimmed its QCOM price target to $177 from $200 (maintaining Outperform) and flagged fiscal 2026 as a transitional year, underscoring continuing uncertainty around near-term growth and guidance execution. Baird Cuts QUALCOMM (QCOM) Price Target to $177 from $200

Qualcomm Stock Performance

NASDAQ:QCOM opened at $145.59 on Friday. The company has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 1.83. The firm has a market cap of $155.34 billion, a price-to-earnings ratio of 30.08, a price-to-earnings-growth ratio of 7.28 and a beta of 1.22. The firm’s fifty day moving average price is $157.71 and its 200 day moving average price is $163.81. Qualcomm Incorporated has a 1-year low of $120.80 and a 1-year high of $205.95.

Qualcomm (NASDAQ:QCOM) last released its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, topping the consensus estimate of $3.38 by $0.12. The company had revenue of $12.25 billion during 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 business’s revenue was up 4.7% on a year-over-year basis. During the same quarter last year, the business earned $3.41 EPS. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. On average, sell-side analysts expect that Qualcomm Incorporated will post 9.39 EPS for the current year.

Qualcomm Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be issued a $0.89 dividend. This represents a $3.56 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Thursday, March 5th. Qualcomm’s payout ratio is currently 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.