Y Intercept Hong Kong Ltd Makes New Investment in Qualcomm Incorporated $QCOM

Y Intercept Hong Kong Ltd bought a new position in Qualcomm Incorporated (NASDAQ:QCOM) during the second quarter, Holdings Channel.com reports. The firm bought 151,891 shares of the wireless technology company’s stock, valued at approximately $28,068,000. Qualcomm makes up about 0.6% of Y Intercept Hong Kong Ltd’s portfolio, making the stock its 11th biggest holding.

Several other institutional investors also recently modified their holdings of QCOM. Your Advocates Ltd. LLP purchased a new position in Qualcomm in the first quarter worth $26,000. Torren Management LLC purchased a new stake in shares of Qualcomm during the 4th quarter valued at $29,000. Caitong International Asset Management Co. Ltd increased its position in shares of Qualcomm by 17,000.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company’s stock valued at $29,000 after purchasing an additional 170 shares during the last quarter. Birchwood Financial Partners Inc. purchased a new stake in shares of Qualcomm during the 4th quarter valued at $31,000. Finally, Commonwealth Retirement Investments LLC bought a new stake in shares of Qualcomm during the 4th quarter worth $32,000. 74.35% of the stock is owned by institutional investors.

Qualcomm Stock Up 1.1%

QCOM stock opened at $164.79 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.28 and a current ratio of 2.02. The company has a market capitalization of $173.07 billion, a price-to-earnings ratio of 19.07, a PEG ratio of 15.00 and a beta of 1.65. Qualcomm Incorporated has a fifty-two week low of $121.99 and a fifty-two week high of $259.92. The stock has a fifty day moving average of $183.72 and a 200-day moving average of $167.74.

Qualcomm (NASDAQ:QCOM) last announced its quarterly earnings data on Wednesday, July 29th. The wireless technology company reported $2.21 earnings per share for the quarter, missing the consensus estimate of $2.23 by ($0.02). Qualcomm had a return on equity of 38.36% and a net margin of 21.01%.The firm had revenue of $9.95 billion during the quarter, compared to analysts’ expectations of $9.69 billion. During the same period last year, the business posted $2.77 EPS. The company’s revenue was down 4.0% compared to the same quarter last year. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. As a group, equities research analysts predict that Qualcomm Incorporated will post 7.76 earnings per share for the current year.

Qualcomm Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Thursday, September 3rd will be paid a $0.92 dividend. The ex-dividend date is Thursday, September 3rd. This represents a $3.68 annualized dividend and a dividend yield of 2.2%. Qualcomm’s dividend payout ratio (DPR) is presently 42.59%.

Insider Transactions at Qualcomm

In other news, EVP Akash J. Palkhiwala sold 2,500 shares of the business’s stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $163.26, for a total value of $408,150.00. Following the sale, the executive vice president owned 20,684 shares of the company’s stock, valued at $3,376,869.84. The trade was a 10.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Patricia Y. Grech sold 829 shares of the company’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $201.77, for a total transaction of $167,267.33. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 11,529 shares of company stock worth $1,991,345 over the last quarter. Corporate insiders own 0.05% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Freedom Capital raised shares of Qualcomm from a “hold” rating to a “strong-buy” rating in a report on Friday, August 7th. Barclays reaffirmed an “underweight” rating and issued a $180.00 price objective on shares of Qualcomm in a research report on Thursday, July 30th. Cantor Fitzgerald dropped their target price on shares of Qualcomm from $200.00 to $165.00 and set a “neutral” rating on the stock in a research note on Monday, July 27th. Royal Bank Of Canada reduced their target price on shares of Qualcomm from $250.00 to $160.00 and set a “sector perform” rating for the company in a research report on Thursday, July 30th. Finally, Guggenheim set a $200.00 price target on shares of Qualcomm in a research note on Monday, June 22nd. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, twenty have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $203.63.

Qualcomm News Roundup

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Renewed investor interest in chip stocks following July’s sell-off is providing a favorable backdrop for Qualcomm and other semiconductor companies. The Bull Market Is Almost Back for Chip Stocks
• Positive Sentiment: Analysts and market commentary are highlighting Qualcomm’s neural-processing-unit strategy, which could benefit from increasing demand for on-device AI in smartphones, PCs and other hardware. The opportunity could help diversify the company beyond its slower-growing handset business and support a broader hardware upgrade cycle. Forget the Cloud: Qualcomm’s NPU Play May Trigger a Hardware Supercycle
• Positive Sentiment: One market view suggests investors may be underestimating Qualcomm’s potential in automotive, IoT and AI-related markets, offering a bullish counterpoint to the handset slowdown narrative. Prediction: This Chipmaker Could Be a Bigger Winner Than Investors Think
• Neutral Sentiment: Semiconductor ETF inflows remain strong, including demand for leveraged funds, which may support sector momentum. Fidelity’s warning that the chip cycle could be nearing a peak highlights the risk that speculative enthusiasm may reverse. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs
• Neutral Sentiment: Qualcomm could receive additional near-term attention from a semiconductor-focused CNBC Investing Club discussion, though this is not a fundamental business development. 5 Semiconductor Stocks Jim Cramer Could Be Talking About
• Negative Sentiment: Erste Group lowered its FY2026 EPS forecast for Qualcomm to $7.71 from $7.91, signaling reduced expectations for profitability. Another analysis favored Intel over Qualcomm because of stronger projected growth and AI-PC momentum. Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?
• Negative Sentiment: Executive Vice President Akash Palkhiwala sold 2,500 shares worth approximately $408,000. Because the transaction was made under a pre-arranged Rule 10b5-1 plan, it is a limited bearish signal, but it may still weigh modestly on sentiment. Qualcomm EVP Sells 2,500 Shares

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.