KLCM Advisors Inc. Boosts Stock Holdings in Qualcomm Incorporated $QCOM

KLCM Advisors Inc. grew its position in Qualcomm Incorporated (NASDAQ:QCOM) by 375.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,666 shares of the wireless technology company’s stock after purchasing an additional 10,000 shares during the period. KLCM Advisors Inc.’s holdings in Qualcomm were worth $2,107,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in QCOM. Harbor Capital Advisors Inc. grew its position in Qualcomm by 72.2% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after purchasing an additional 65 shares in the last quarter. Cloud Capital Management LLC bought a new position in shares of Qualcomm during the 3rd quarter worth approximately $27,000. Winnow Wealth LLC purchased a new position in shares of Qualcomm in the 2nd quarter worth approximately $32,000. Lavaca Capital LLC bought a new position in shares of Qualcomm in the second quarter valued at approximately $32,000. Finally, Howard Hughes Medical Institute purchased a new stake in shares of Qualcomm during the second quarter valued at approximately $38,000. 74.35% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Qualcomm news, EVP Heather S. Ace sold 3,200 shares of Qualcomm stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $137.00, for a total transaction of $438,400.00. Following the completion of the transaction, the executive vice president owned 16,393 shares of the company’s stock, valued at $2,245,841. The trade was a 16.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Alexander H. Rogers sold 15,917 shares of the 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 directly owned 26,071 shares in the company, valued at approximately $4,640,898.71. The trade was a 37.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 45,501 shares of company stock valued at $7,784,198 over the last three months. Insiders own 0.05% of the company’s stock.

Qualcomm Trading Down 0.8%

Shares of Qualcomm stock opened at $134.12 on Thursday. The stock has a market capitalization of $143.11 billion, a P/E ratio of 27.71, a P/E/G ratio of 6.75 and a beta of 1.25. Qualcomm Incorporated has a 52-week low of $120.80 and a 52-week high of $205.95. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51. The stock’s 50-day simple moving average is $151.20 and its 200 day simple moving average is $162.75.

Qualcomm (NASDAQ:QCOM) last issued its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share 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 firm had revenue of $12.25 billion during 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 company’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. As a group, research analysts anticipate that Qualcomm Incorporated will post 9.39 EPS for the current year.

Qualcomm Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be given a dividend of $0.89 per share. The ex-dividend date is Thursday, March 5th. This represents a $3.56 annualized dividend and a dividend yield of 2.7%. Qualcomm’s dividend payout ratio is currently 73.55%.

Analyst Ratings Changes

QCOM has been the topic of a number of recent analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Qualcomm in a report on Monday, December 29th. Bank of America started coverage on Qualcomm in a research note on Tuesday. They set an “underperform” rating and a $145.00 target price on the stock. TD Cowen decreased their price objective on shares of Qualcomm from $190.00 to $150.00 and set a “buy” rating for the company in a report on Thursday, February 5th. DZ Bank raised shares of Qualcomm to a “strong-buy” rating in a research report on Tuesday, February 10th. Finally, Rosenblatt Securities lowered their price target on shares of 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 assigned a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, Qualcomm currently has a consensus rating of “Hold” and an average price target of $168.00.

Trending Headlines about Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm partnered with Wayve to accelerate deployment of AI-powered self-driving systems, supporting Qualcomm’s push into higher-growth automotive ADAS/automated-driving markets. This reinforces the company’s automotive revenue strategy and could improve future chip content wins. Reuters: Qualcomm, Wayve partner
• Positive Sentiment: Qualcomm’s Dragonwing chips will power humanoid robots via a NEURA Robotics tie-up, expanding its footprint in AI/robotics edge compute — a growing, higher-margin market beyond smartphones. Zacks: QCOM chips to power AI robotics
• Positive Sentiment: Several analysts and commentaries argue the market is over-penalizing Qualcomm for smartphone headwinds and under-appreciating diversification into automotive and AI chips — a contrarian view that frames recent weakness as a potential buying opportunity. Seeking Alpha: Market Is Pricing In Failure
• Neutral Sentiment: Valuation and performance write-ups note QCOM’s YTD decline (~21%) and recent multi-quarter weakness versus longer-term shareholder returns — useful context for investors weighing timing vs. fundamentals. Yahoo Finance: Assessing Qualcomm valuation
• Neutral Sentiment: Long-term investor pieces include Qualcomm among names to hold for multi-year AI/edge secular growth, but these views contrast with the near-term caution driving recent selling. Motley Fool: 3 monster stocks
• Negative Sentiment: Bank of America reinstated coverage with an Underperform rating and a $145 price target, warning of modest growth, competitive pressures and risk of losing Apple business — a high-profile analyst call that directly pressured the stock. Proactive: BofA reinstates coverage
• Negative Sentiment: News flow and headlines highlighting the ~21% YTD decline and BofA’s warning amplified selling pressure and pushed short-term momentum lower. 247WallSt: Qualcomm drops 21% in 2026

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.