QUALCOMM Incorporated $QCOM Shares Sold by DDD Partners LLC

DDD Partners LLC reduced its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 23.5% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 118,202 shares of the wireless technology company’s stock after selling 36,235 shares during the quarter. QUALCOMM makes up about 1.2% of DDD Partners LLC’s investment portfolio, making the stock its 18th biggest position. DDD Partners LLC’s holdings in QUALCOMM were worth $19,664,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of QUALCOMM during the second quarter worth $2,713,603,000. Amundi grew its position in shares of QUALCOMM by 38.2% during the 2nd quarter. Amundi now owns 11,533,094 shares of the wireless technology company’s stock valued at $1,866,451,000 after buying an additional 3,186,524 shares during the last quarter. Viking Global Investors LP raised its stake in QUALCOMM by 120.1% during the second quarter. Viking Global Investors LP now owns 3,152,866 shares of the wireless technology company’s stock worth $502,125,000 after acquiring an additional 1,720,529 shares during the period. Rafferty Asset Management LLC lifted its holdings in QUALCOMM by 59.1% in the second quarter. Rafferty Asset Management LLC now owns 4,418,406 shares of the wireless technology company’s stock worth $703,675,000 after acquiring an additional 1,641,068 shares during the last quarter. Finally, Worldquant Millennium Advisors LLC boosted its stake in QUALCOMM by 228.6% in the second quarter. Worldquant Millennium Advisors LLC now owns 1,130,038 shares of the wireless technology company’s stock valued at $179,970,000 after acquiring an additional 786,110 shares during the period. 74.35% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on QCOM. Zacks Research cut QUALCOMM from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. TD Cowen dropped their target price on QUALCOMM from $190.00 to $150.00 and set a “buy” rating on the stock in a research report on Thursday, February 5th. DZ Bank upgraded QUALCOMM to a “strong-buy” rating in a research note on Tuesday. Weiss Ratings restated a “hold (c)” rating on shares of QUALCOMM in a research report on Monday, December 29th. Finally, Rosenblatt Securities cut their price objective on shares of QUALCOMM from $225.00 to $190.00 and set a “buy” rating on the stock in a research report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $164.67.

Insider Buying and Selling at QUALCOMM

In related news, EVP Ann C. Chaplin sold 7,180 shares of QUALCOMM stock in a transaction dated 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 directly owned 23,944 shares of the company’s stock, valued at $4,262,750.32. The trade was a 23.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Alexander H. Rogers sold 15,917 shares of the business’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $178.01, for a total transaction of $2,833,385.17. Following the completion of the sale, the executive vice president owned 26,071 shares in the company, valued at approximately $4,640,898.71. This trade represents a 37.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 46,217 shares of company stock valued at $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: MarketBeat argues Qualcomm’s pullback has set up an attractive risk/reward: technicals are deeply oversold and several analysts have raised price targets (some near $200), implying sizable upside if sentiment stabilizes. 2 Reasons Qualcomm’s Risk/Reward Is Now Red Hot
• Positive Sentiment: A Yahoo piece contends the company’s recent earnings are “soft” but ultimately better than they appear — highlighting the EPS beat and resilient revenue versus the headline guidance cut, which helps explain why some investors are buying the dip. QUALCOMM’s (NASDAQ:QCOM) Soft Earnings Are Actually Better Than They Appear
• Positive Sentiment: DZ Bank upgraded QCOM to “strong-buy,” a formal analyst vote of confidence that supports the rebound narrative. Zacks
• Neutral Sentiment: The Motley Fool included Qualcomm in a broader “best stocks to buy” discussion, suggesting the market may be overestimating the duration of weakness — helpful context but not an immediate catalyst. The Best Stocks to Buy With $1,000 Right Now
• Neutral Sentiment: Kalkine reviews QCOM’s positioning within the evolving Nasdaq tech index — useful for longer-term index-flow considerations but unclear near-term impact on the share price. What Next for QUALCOMM (NASDAQ:QCOM) in the Nasdaq Index Tech Evolution?
• Negative Sentiment: Yahoo asks whether Qualcomm can fall further after an ~18% slide this year, pointing to the guidance miss, handset exposure and reduced visibility that triggered the pullback — reminders of the main downside risks. How Much Further Will Qualcomm Fall After 18% Slide This Year?
• Negative Sentiment: Daiwa cut QCOM from “strong-buy” to “hold,” reflecting analyst caution and adding pressure to sentiment despite offsetting bullish notes from other firms. Zacks

QUALCOMM Stock Up 1.6%

QCOM stock opened at $140.70 on Friday. The firm’s 50-day moving average is $163.86 and its two-hundred day moving average is $164.24. The company has a market capitalization of $150.13 billion, a price-to-earnings ratio of 29.07, a price-to-earnings-growth ratio of 6.86 and a beta of 1.22. QUALCOMM Incorporated has a 52 week low of $120.80 and a 52 week high of $205.95. 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 (NASDAQ:QCOM) last posted its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, beating 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 business had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.16 billion. During the same quarter last year, the business earned $3.41 earnings per share. The business’s revenue for the quarter 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, analysts forecast that QUALCOMM Incorporated will post 9.39 earnings per share for the current fiscal year.

QUALCOMM Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be issued a $0.89 dividend. The ex-dividend date is Thursday, March 5th. This represents a $3.56 annualized dividend and a dividend yield of 2.5%. QUALCOMM’s dividend payout ratio is 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.