Qualcomm Incorporated $QCOM Shares Acquired by National Bank of Canada FI

National Bank of Canada FI increased its position in Qualcomm Incorporated (NASDAQ:QCOM) by 37.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,821,029 shares of the wireless technology company’s stock after buying an additional 500,892 shares during the quarter. National Bank of Canada FI owned about 0.17% of Qualcomm worth $302,946,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in QCOM. Harbor Capital Advisors Inc. lifted its stake in shares of Qualcomm by 72.2% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock valued at $26,000 after purchasing an additional 65 shares in the last quarter. Cloud Capital Management LLC acquired a new stake in Qualcomm during the 3rd quarter worth approximately $27,000. Winnow Wealth LLC purchased a new position in Qualcomm in the second quarter valued at approximately $32,000. Lavaca Capital LLC purchased a new position in Qualcomm in the second quarter valued at approximately $32,000. Finally, Howard Hughes Medical Institute acquired a new position in shares of Qualcomm during the 2nd quarter valued at $38,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on QCOM shares. JPMorgan Chase & Co. decreased their price target on shares of Qualcomm from $195.00 to $185.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Rosenblatt Securities reduced their price objective on Qualcomm from $225.00 to $190.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. Robert W. Baird set a $177.00 target price on Qualcomm in a research report on Thursday, February 5th. Daiwa Securities Group lowered Qualcomm from an “outperform” rating to a “neutral” rating and set a $140.00 target price for the company. in a research note on Wednesday, February 11th. Finally, TD Cowen dropped their target price on Qualcomm from $190.00 to $150.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Qualcomm currently has a consensus rating of “Hold” and an average price target of $168.00.

Qualcomm Stock Performance

Shares of QCOM stock opened at $129.39 on Tuesday. The company has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 1.83. The company’s fifty day moving average price is $148.60 and its two-hundred day moving average price is $162.16. The firm has a market capitalization of $138.06 billion, a P/E ratio of 26.73 and a beta of 1.25. Qualcomm Incorporated has a 12 month low of $120.80 and a 12 month high of $205.95.

Qualcomm (NASDAQ:QCOM) last announced its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, beating the consensus estimate of $3.38 by $0.12. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The company had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. During the same period last year, the firm earned $3.41 earnings per share. The company’s 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 anticipate that Qualcomm Incorporated will post 9.39 earnings per share for the current fiscal year.

Qualcomm Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be paid a dividend of $0.89 per share. This represents a $3.56 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Thursday, March 5th. Qualcomm’s dividend payout ratio (DPR) is 73.55%.

Insider Activity at Qualcomm

In other news, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction that occurred on 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 directly owned 16,393 shares in the company, valued at approximately $2,245,841. This represents a 16.33% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Akash J. Palkhiwala sold 3,333 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $137.65, for a total transaction of $458,787.45. Following the sale, the executive vice president directly owned 35,599 shares of the company’s stock, valued at $4,900,202.35. The trade was a 8.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 22,404 shares of company stock worth $3,672,557 over the last 90 days. 0.05% of the stock is owned by company insiders.

Key Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm and Wayve announced a technical collaboration to deliver a pre‑integrated automotive AI driving stack, which strengthens Qualcomm’s Snapdragon Ride positioning and supports future automotive revenue growth. Qualcomm And Wayve Target Automotive AI Revenue With Integrated Driving Stack
• Positive Sentiment: Analysis pieces highlight Qualcomm’s strong cash generation, dividend/ buyback capacity and what some see as a reasonable valuation, suggesting upside if execution stabilizes. Is Qualcomm Stock Undervalued?
• Neutral Sentiment: Qualcomm is a trending stock on investor watchlists; such attention can amplify moves in either direction but doesn’t change fundamentals immediately. QUALCOMM Incorporated (QCOM) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Comparative analyses versus peers (Infineon, etc.) are circulating — useful for investors sizing exposure but not immediately market moving on their own. Qualcomm & Infineon Head to Head Comparison
• Negative Sentiment: Seaport Global downgraded Qualcomm, citing a shrinking market and a memory‑related crunch that pressures near‑term handset/platform demand — a catalyst for selling and analyst re‑ratings. Seaport Global downgrades Qualcomm (QCOM)
• Negative Sentiment: Market coverage shows this is at least the third negative analyst call in ~60 days, which increases selling pressure and investor concern about growth visibility. Qualcomm (QCOM) Stock Receives Third Negative Analyst Call in 60 Days
• Negative Sentiment: Market commentary highlighting recent share‑price weakness and multi‑period declines is prompting calls to “reconsider” the stock — reinforcing momentum to the downside while investors wait for clearer signs of demand recovery. Is It Time To Reconsider Qualcomm (QCOM) After Recent Share Price Weakness?

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.