Richard C. Young & CO. LTD. increased its position in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 13.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,162 shares of the wireless technology company’s stock after buying an additional 4,829 shares during the period. Richard C. Young & CO. LTD.’s holdings in Qualcomm were worth $6,848,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also modified their holdings of the company. Westerkirk Capital Inc. purchased a new stake in shares of Qualcomm in the second quarter valued at $4,539,000. MASTERINVEST Kapitalanlage GmbH acquired a new stake in Qualcomm in the 2nd quarter worth about $3,896,000. Inscription Capital LLC grew its holdings in Qualcomm by 58.1% in the 3rd quarter. Inscription Capital LLC now owns 13,055 shares of the wireless technology company’s stock valued at $2,172,000 after buying an additional 4,799 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its holdings in Qualcomm by 1.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,004,339 shares of the wireless technology company’s stock valued at $167,082,000 after buying an additional 16,738 shares during the period. Finally, Simplify Asset Management Inc. acquired a new position in shares of Qualcomm during the 3rd quarter valued at about $725,000. Hedge funds and other institutional investors own 74.35% of the company’s stock.
Insider Buying and Selling
In other news, EVP Alexander H. Rogers sold 15,917 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $178.01, for a total value of $2,833,385.17. Following the completion of the transaction, the executive vice president directly owned 26,071 shares in the company, valued at approximately $4,640,898.71. This represents a 37.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Heather S. Ace sold 3,200 shares of the firm’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 directly owned 16,393 shares of the company’s stock, valued at approximately $2,245,841. The trade was a 16.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 45,501 shares of company stock worth $7,784,198 in the last 90 days. 0.05% of the stock is owned by insiders.
Analyst Ratings Changes
Check Out Our Latest Research Report on QCOM
Qualcomm Stock Performance
NASDAQ:QCOM opened at $138.13 on Wednesday. The firm’s fifty day simple moving average is $155.66 and its 200 day simple moving average is $163.63. 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 twelve month low of $120.80 and a twelve month high of $205.95. The firm has a market capitalization of $147.38 billion, a price-to-earnings ratio of 28.54, a PEG ratio of 7.04 and a beta of 1.25.
Qualcomm (NASDAQ:QCOM – Get Free Report) 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 analyst estimates of $12.16 billion. During the same period last year, the company posted $3.41 earnings per share. The firm’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. As a group, equities research analysts expect that Qualcomm Incorporated will post 9.39 earnings per share for the current fiscal year.
Qualcomm Dividend Announcement
The business also recently declared 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 of this dividend is Thursday, March 5th. This represents a $3.56 annualized dividend and a yield of 2.6%. Qualcomm’s payout ratio is 73.55%.
Trending Headlines about Qualcomm
Here are the key news stories impacting Qualcomm this week:
- Positive Sentiment: CEO Cristiano Amon said robotics will become a “larger opportunity” within two years and Qualcomm has launched a Dragonwing processor designed for robots — a concrete product push that supports management’s growth roadmap beyond smartphones. Qualcomm CEO sees robotics as a ‘larger opportunity’ within 2 years
- Positive Sentiment: The CEO projects robotics could be a core revenue driver by 2028 — an explicit long-term revenue target that could re-rate expectations if execution and design wins follow. Qualcomm (QCOM) Stock: CEO Projects Robotics to Become Core Revenue Driver by 2028
- Positive Sentiment: Qualcomm led a new industry coalition at MWC to accelerate 6G commercialization starting from 2029 — strengthens Qualcomm’s role in next‑gen infrastructure and supports long‑term TAM expansion. Qualcomm and Other Industry Leaders Commit to 6G Trajectory Towards Commercialization Starting from 2029 Onwards
- Positive Sentiment: Qualcomm is deepening work with Ericsson on 6G radio prototypes and AI‑native networks — progress on commercial prototypes reduces execution risk and supports future infrastructure revenue. Can Qualcomm’s 6G Push With Ericsson Collaboration Fuel Its Shares?
- Positive Sentiment: Analysts and research notes are highlighting Qualcomm’s AI/data‑center and automotive push plus strong fiscal results — Wells Fargo flagged a large AI inference opportunity and called QCOM undervalued, which could support a re-rating if strategy execution continues. Wells Fargo Bullish on QUALCOMM (QCOM) Amid $100+ Billion AI Inference Market Opportunity
- Positive Sentiment: Coverage and commentary note Qualcomm’s pivot toward AI chips, data centers, automotive platforms and ecosystem hires — if these initiatives scale, they materially change the growth story beyond handset royalties. QUALCOMM’s AI and Data Center Pivot Might Change The Case For Investing In QCOM
- Neutral Sentiment: Discussion pieces ask whether QCOM is trading at an attractive valuation; some investor letters view the stock as appealing given AI enthusiasm, but these are opinion pieces rather than new fundamentals. Is Qualcomm (QCOM) Trading at an Attractive Valuation?
- Neutral Sentiment: Zacks notes elevated investor interest in QCOM (search/attention metrics) — increased attention can amplify moves but doesn’t by itself change fundamentals. Investors Heavily Search QUALCOMM Incorporated (QCOM): Here is What You Need to Know
- Negative Sentiment: Analyst consensus remains a “Hold” — an unchanged consensus rating can pressure the stock if investors expected upgrades amid positive strategic headlines. Qualcomm Incorporated (NASDAQ:QCOM) Receives Consensus Rating of “Hold” from Analysts
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.
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