ING Groep NV Buys 65,849 Shares of QUALCOMM Incorporated $QCOM

ING Groep NV grew its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 13.2% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 564,785 shares of the wireless technology company’s stock after buying an additional 65,849 shares during the period. ING Groep NV’s holdings in QUALCOMM were worth $93,958,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in QCOM. Brighton Jones LLC lifted its holdings in shares of QUALCOMM by 116.6% during the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after acquiring an additional 9,343 shares during the period. Revolve Wealth Partners LLC lifted its stake in QUALCOMM by 15.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock worth $391,000 after purchasing an additional 340 shares during the period. Sivia Capital Partners LLC boosted its holdings in QUALCOMM by 44.3% during the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock valued at $530,000 after purchasing an additional 1,020 shares in the last quarter. MGO One Seven LLC grew its stake in shares of QUALCOMM by 8.8% in the 2nd quarter. MGO One Seven LLC now owns 24,704 shares of the wireless technology company’s stock valued at $3,934,000 after purchasing an additional 1,999 shares during the period. Finally, Hudson Capital Management LLC grew its stake in shares of QUALCOMM by 3.5% in the 2nd quarter. Hudson Capital Management LLC now owns 28,975 shares of the wireless technology company’s stock valued at $4,615,000 after purchasing an additional 971 shares during the period. 74.35% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at QUALCOMM

In other news, EVP Ann C. Chaplin sold 7,180 shares of the company’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $178.03, for a total transaction of $1,278,255.40. Following the transaction, the executive vice president owned 23,944 shares of the company’s stock, valued at $4,262,750.32. This represents a 23.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Akash J. Palkhiwala sold 10,000 shares of QUALCOMM stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $175.12, for a total value of $1,751,200.00. Following the completion of the sale, the executive vice president owned 44,803 shares of the company’s stock, valued at approximately $7,845,901.36. The trade was a 18.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 46,217 shares of company stock worth $7,901,275. Corporate insiders own 0.05% of the company’s stock.

QUALCOMM News Summary

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: QCOM’s latest quarter beat expectations — $3.50 EPS and $12.25B revenue, with record strength in IoT and automotive and Q2 guidance set at $2.45–$2.65 — supporting the case that non‑handset end markets can cushion handset softness. Earnings/Analysis
• Positive Sentiment: U.S. tariff policy: the administration plans exemptions for some advanced semiconductor items — a development that could reduce near‑term cost/tariff risk for chip suppliers and OEM customers that use Qualcomm parts. Tariff Exemption
• Positive Sentiment: Technicals and analyst positioning: after a sharp pullback the stock is technically oversold and several analysts have refreshed bullish targets, creating a favorable risk/reward for some buyers (this is driving short‑term buying interest).
• Neutral Sentiment: Sector dynamics: peers (e.g., Intel’s AI/memory pivot) highlight strong AI demand but also ongoing supply/timing issues across the semiconductor supply chain — a theme that can amplify QCOM’s moves in either direction. Industry Context
• Neutral Sentiment: Corporate income return: Qualcomm recently declared its quarterly dividend (annualized yield ~2.6%), which supports income investors but doesn’t remove near‑term cyclical risks.
• Negative Sentiment: Memory shortage and OEM pullbacks: rising DRAM/HBM prices and constrained supply for AI data centers have tightened handset component availability and prompted OEMs to cut production plans — Qualcomm cited this as the primary driver of its softer guidance and recent share decline. Memory Headwind
• Negative Sentiment: Insider selling: an EVP sold 3,200 shares (disclosed via SEC filing), a transaction some investors view as a negative signal on near‑term insider conviction. SEC Filing: Insider Sale
• Negative Sentiment: Analyst downgrades / target cuts: several firms trimmed price targets and ratings after the guidance miss and memory commentary, which raises near‑term downside risk until visibility improves. Analyst Coverage Note

QUALCOMM Stock Up 0.8%

Shares of NASDAQ QCOM opened at $140.09 on Wednesday. QUALCOMM Incorporated has a 12-month low of $120.80 and a 12-month high of $205.95. The firm’s 50-day simple moving average is $165.94 and its 200 day simple moving average is $164.73. The company has a quick ratio of 1.83, a current ratio of 2.51 and a debt-to-equity ratio of 0.64. The company has a market cap of $149.48 billion, a price-to-earnings ratio of 28.94, a price-to-earnings-growth ratio of 6.80 and a beta of 1.22.

QUALCOMM (NASDAQ:QCOM) last announced its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.38 by $0.12. QUALCOMM had a net margin of 11.96% and a return on equity of 44.09%. The company had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.16 billion. During the same period in the prior year, the business earned $3.41 earnings per share. QUALCOMM’s quarterly revenue was up 4.7% on a year-over-year basis. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. On average, research analysts expect that QUALCOMM Incorporated will post 9.39 earnings per share for the current fiscal year.

QUALCOMM Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several research firms recently commented on QCOM. Citigroup restated a “neutral” rating on shares of QUALCOMM in a research report on Thursday, January 15th. Sanford C. Bernstein reissued an “outperform” rating and set a $200.00 price objective on shares of QUALCOMM in a report on Monday, February 2nd. Cantor Fitzgerald reduced their target price on shares of QUALCOMM from $185.00 to $160.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Royal Bank Of Canada dropped their target price on shares of QUALCOMM from $180.00 to $150.00 and set a “sector perform” rating for the company in a research report on Thursday, February 5th. Finally, Robert W. Baird set a $177.00 price target on shares of QUALCOMM in a research report on Thursday, February 5th. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $165.90.

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.