Total Wealth Planning & Management Inc. Makes New Investment in Qualcomm Incorporated $QCOM

Total Wealth Planning & Management Inc. purchased a new stake in Qualcomm Incorporated (NASDAQ:QCOM) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 2,198 shares of the wireless technology company’s stock, valued at approximately $376,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Richardson Financial Services Inc. lifted its stake in shares of Qualcomm by 90.9% in the fourth quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company’s stock worth $29,000 after acquiring an additional 80 shares during the period. Torren Management LLC acquired a new position in shares of Qualcomm in the fourth quarter worth approximately $29,000. Glass Jacobson Investment Advisors llc lifted its stake in shares of Qualcomm by 113.5% in the fourth quarter. Glass Jacobson Investment Advisors llc now owns 190 shares of the wireless technology company’s stock worth $32,000 after acquiring an additional 101 shares during the period. Board of the Pension Protection Fund acquired a new position in shares of Qualcomm in the fourth quarter worth approximately $34,000. Finally, Nvest Wealth Strategies Inc. acquired a new position in shares of Qualcomm in the fourth quarter worth approximately $36,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently commented on QCOM. Daiwa Securities Group raised shares of Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 price objective on the stock in a research note on Friday, May 8th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $140.00 price objective (down from $175.00) on shares of Qualcomm in a research note on Thursday, March 26th. Benchmark upped their price objective on shares of Qualcomm from $200.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Loop Capital raised shares of Qualcomm from a “hold” rating to a “buy” rating and set a $185.00 price objective on the stock in a research note on Tuesday, February 24th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and issued a $190.00 price objective on shares of Qualcomm in a research note on Thursday, April 30th. Fourteen analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $181.79.

Insider Activity at Qualcomm

In related news, EVP Akash J. Palkhiwala sold 2,500 shares of the stock in a transaction on Monday, April 13th. The shares were sold at an average price of $130.34, for a total transaction of $325,850.00. Following the transaction, the executive vice president directly owned 30,684 shares of the company’s stock, valued at $3,999,352.56. This represents a 7.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Cristiano R. Amon sold 10,000 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $180.00, for a total transaction of $1,800,000.00. Following the transaction, the chief executive officer directly owned 197,568 shares in the company, valued at approximately $35,562,240. This represents a 4.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 19,306 shares of company stock valued at $3,435,583 in the last ninety days. Insiders own 0.05% of the company’s stock.

Key Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is continuing to position itself for growth beyond smartphones, with articles highlighting its push into AI inference, data center, automotive, and edge AI use cases. A new PR release also noted Primax Electronics is using Qualcomm-powered edge AI platforms for next-generation conference solutions, reinforcing traction in enterprise AI applications. Article Title
• Positive Sentiment: Long-term investors are being reminded that Qualcomm has built substantial value over time, with one article pointing to the company’s strong 15-year investment performance and its evolution from a mobile-only chip maker into a broader semiconductor and licensing business. Article Title
• Neutral Sentiment: Coverage from Zacks and Yahoo Finance noted the stock’s recent weakness versus the broader market, but these pieces were largely descriptive “facts to know before you trade” updates rather than new company-specific catalysts. Article Title
• Neutral Sentiment: Valuation commentary suggests Qualcomm remains attractive on some longer-term AI-growth themes, but the stock’s near-term direction is still being driven more by sentiment around competition and margins than by this analysis alone. Article Title
• Negative Sentiment: Nvidia’s new RTX Spark AI PC chip is intensifying competition in Windows PCs, pressuring Qualcomm’s Snapdragon franchise and helping drive investor concern about share loss in a key growth market. Article Title
• Negative Sentiment: A separate Zacks analysis warned that Qualcomm is facing margin pressure and soft smartphone demand, with its core handset business still a major earnings driver and therefore a source of near-term risk. Article Title

Qualcomm Trading Down 3.0%

NASDAQ:QCOM opened at $242.57 on Friday. The firm’s fifty day moving average is $174.95 and its 200-day moving average is $163.03. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.61 and a current ratio of 2.37. Qualcomm Incorporated has a 52 week low of $121.99 and a 52 week high of $259.92. The firm has a market cap of $255.67 billion, a P/E ratio of 26.37, a P/E/G ratio of 30.97 and a beta of 1.59.

Qualcomm (NASDAQ:QCOM) last issued its earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.56 by $0.09. The business had revenue of $10.60 billion for the quarter, compared to analyst estimates of $10.59 billion. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. Qualcomm’s revenue was down 3.5% on a year-over-year basis. During the same period in the prior year, the firm earned $2.85 earnings per share. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Equities analysts expect that Qualcomm Incorporated will post 7.99 earnings per share for the current year.

Qualcomm Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Thursday, June 4th will be paid a dividend of $0.92 per share. This is a boost from Qualcomm’s previous quarterly dividend of $0.89. This represents a $3.68 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Thursday, June 4th. Qualcomm’s payout ratio is currently 38.70%.

Qualcomm declared that its Board of Directors has initiated a stock buyback program on Tuesday, March 17th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the wireless technology company to purchase up to 14.5% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s leadership believes its shares are undervalued.

Qualcomm Company 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.