United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Has $2.13 Million Stock Position in Qualcomm Incorporated $QCOM

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund boosted its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 68.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,800 shares of the wireless technology company’s stock after acquiring an additional 5,200 shares during the quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Qualcomm were worth $2,129,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in QCOM. Harbor Capital Advisors Inc. raised its stake in shares of Qualcomm by 72.2% in the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after acquiring an additional 65 shares during the last quarter. Cloud Capital Management LLC bought a new stake in shares of Qualcomm during the third quarter valued at approximately $27,000. Winnow Wealth LLC acquired a new stake in shares of Qualcomm in the second quarter valued at approximately $32,000. Lavaca Capital LLC acquired a new stake in shares of Qualcomm in the second quarter valued at approximately $32,000. Finally, Howard Hughes Medical Institute bought a new position in Qualcomm in the 2nd quarter worth approximately $38,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Qualcomm Stock Down 1.0%

NASDAQ:QCOM opened at $135.68 on Friday. The company has a quick ratio of 1.83, a current ratio of 2.51 and a debt-to-equity ratio of 0.64. Qualcomm Incorporated has a 12-month low of $120.80 and a 12-month high of $205.95. The stock’s fifty day simple moving average is $153.41 and its 200-day simple moving average is $163.17. The firm has a market capitalization of $144.77 billion, a P/E ratio of 28.03, a P/E/G ratio of 6.76 and a beta of 1.25.

Qualcomm (NASDAQ:QCOM) last released 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. The business had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The firm’s revenue was up 4.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.41 earnings per share. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Equities research analysts expect that Qualcomm Incorporated will post 9.39 earnings per share for the current year.

Qualcomm Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be given a $0.89 dividend. The ex-dividend date is Thursday, March 5th. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.6%. Qualcomm’s dividend payout ratio is currently 73.55%.

Insiders Place Their Bets

In other news, 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 transaction of $1,751,200.00. Following the transaction, the executive vice president owned 44,803 shares in the company, valued at $7,845,901.36. The trade was a 18.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Alexander H. Rogers sold 15,917 shares of the business’s stock in a transaction that occurred 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 owned 26,071 shares of the company’s stock, valued at $4,640,898.71. This represents a 37.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 45,501 shares of company stock valued at $7,784,198 in the last three months. Insiders own 0.05% of the company’s stock.

Trending Headlines about Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is pushing into robotics with a new Dragonwing robotics processor and CEO Cristiano Amon saying robotics could become a material business within ~2 years — a potential new revenue stream beyond smartphones. Qualcomm Expands Beyond Smartphones With Robotics And AI Native 6G Bets
• Positive Sentiment: Analysts and commentary argue the market may be underestimating Qualcomm’s robotics/AI opportunity, which could re-rate the stock if execution and commercialization accelerate. Qualcomm’s Robotics Push Could Be Bigger Than the Market Thinks
• Positive Sentiment: Partner/product traction at MWC: Fibocom launched a 5G MiFi solution using Qualcomm’s QMB415 platform, showing continued OEM adoption of QCOM silicon in wireless broadband devices. MWC 2026 | Fibocom Unveils 5G MiFi Solution
• Neutral Sentiment: Post-earnings drift: Zacks notes QCOM is modestly up since its earnings beat, as investors digest the quarter and the company’s Q2 guidance range. The EPS beat supports the case that results aren’t the immediate problem, but guidance and forward outlook remain focal. Why Is Qualcomm (QCOM) Up 0.5% Since Last Earnings Report?
• Neutral Sentiment: Qualcomm reiterated its role in driving AI-native 6G at MWC with executives emphasizing a 2029 commercialization target — strategic for long-term positioning but distant for near-term revenue impact. Qualcomm to bring 6G to market: ‘Massive change’ is coming, CFO says
• Negative Sentiment: Zacks highlights falling FY26–27 estimate revisions, China trade tensions, softer handset demand and rising R&D costs — factors that could pressure margins and near-term growth expectations. Should You Avoid QCOM Stock Amid Declining Estimate Revisions?
• Negative Sentiment: Sentiment/positioning signal: unusually large put buying (≈97,102 puts, ~58% above typical volume) and recent intraday weakness vs. the market suggest traders are hedging or betting on downside near term.

Analyst Upgrades and Downgrades

Several research firms have issued reports on QCOM. UBS Group reaffirmed a “neutral” rating on shares of Qualcomm in a report on Monday, February 2nd. Zacks Research cut Qualcomm from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 27th. Sanford C. Bernstein restated an “outperform” rating and set a $200.00 target price on shares of Qualcomm in a research report on Monday, February 2nd. TD Cowen cut their price target on Qualcomm from $190.00 to $150.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. Finally, Rosenblatt Securities decreased their price target on Qualcomm from $225.00 to $190.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, ten have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $168.48.

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.