Qualcomm Incorporated $QCOM Shares Sold by Nan Shan Life Insurance Co. Ltd.

Nan Shan Life Insurance Co. Ltd. lessened its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 19.2% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 645,065 shares of the wireless technology company’s stock after selling 153,266 shares during the period. Qualcomm comprises 3.8% of Nan Shan Life Insurance Co. Ltd.’s investment portfolio, making the stock its 6th largest holding. Nan Shan Life Insurance Co. Ltd.’s holdings in Qualcomm were worth $119,202,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Baxter Bros Inc. acquired a new position in shares of Qualcomm during the 2nd quarter worth $17,844,000. MUFG Securities EMEA plc increased its position in Qualcomm by 112.2% during the fourth quarter. MUFG Securities EMEA plc now owns 43,986 shares of the wireless technology company’s stock worth $7,524,000 after buying an additional 23,262 shares during the last quarter. Swedbank AB increased its position in Qualcomm by 1.5% during the fourth quarter. Swedbank AB now owns 1,533,420 shares of the wireless technology company’s stock worth $262,291,000 after buying an additional 23,110 shares during the last quarter. Sequoia Financial Advisors LLC lifted its position in shares of Qualcomm by 5.7% in the fourth quarter. Sequoia Financial Advisors LLC now owns 143,690 shares of the wireless technology company’s stock worth $24,578,000 after buying an additional 7,804 shares during the last quarter. Finally, Valley Wealth Managers Inc. lifted its position in shares of Qualcomm by 6.1% in the fourth quarter. Valley Wealth Managers Inc. now owns 40,009 shares of the wireless technology company’s stock worth $6,844,000 after buying an additional 2,288 shares during the last quarter. 74.35% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Citigroup lowered their price objective on Qualcomm from $198.00 to $175.00 and set a “neutral” rating on the stock in a report on Wednesday, July 29th. Weiss Ratings restated a “hold (c)” rating on shares of Qualcomm in a report on Wednesday, June 24th. Sanford C. Bernstein set a $165.00 target price on Qualcomm in a research report on Thursday, July 30th. Bank of America increased their price target on Qualcomm from $165.00 to $195.00 and gave the company an “underperform” rating in a report on Tuesday, June 23rd. Finally, UBS Group dropped their price target on shares of Qualcomm from $190.00 to $170.00 and set a “neutral” rating on the stock in a research report on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, twenty have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $203.76.

Qualcomm Stock Down 2.3%

QCOM opened at $166.61 on Wednesday. The business has a 50 day moving average of $170.71 and a 200-day moving average of $169.24. The stock has a market capitalization of $174.98 billion, a price-to-earnings ratio of 19.28, a P/E/G ratio of 15.74 and a beta of 1.67. The company has a current ratio of 2.02, a quick ratio of 1.28 and a debt-to-equity ratio of 0.46. Qualcomm Incorporated has a 1-year low of $121.99 and a 1-year high of $259.92.

Qualcomm (NASDAQ:QCOM) last announced its earnings results on Wednesday, July 29th. The wireless technology company reported $2.21 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.23 by ($0.02). Qualcomm had a return on equity of 38.36% and a net margin of 21.01%.The company had revenue of $9.95 billion for the quarter, compared to the consensus estimate of $9.69 billion. During the same period last year, the firm posted $2.77 EPS. The company’s revenue was down 4.0% compared to the same quarter last year. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. As a group, sell-side analysts anticipate that Qualcomm Incorporated will post 7.74 earnings per share for the current year.

Qualcomm Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Investors of record on Thursday, September 3rd will be paid a $0.92 dividend. This represents a $3.68 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Thursday, September 3rd. Qualcomm’s dividend payout ratio (DPR) is presently 42.59%.

Qualcomm News Roundup

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is expanding its AI PC presence through a partnership with HUMAIN. HUMAIN’s Horizon Ultra is powered by Qualcomm’s Snapdragon X2 Elite platform, providing potential exposure to growth in AI-enabled personal computers and validating Qualcomm’s strategy beyond smartphones. Can Qualcomm’s Tie-Up With HUMAIN for AI PC Lift Its Shares?
• Positive Sentiment: Investors continue to focus on Qualcomm’s automotive, data-center and edge-AI initiatives as longer-term diversification opportunities. Analysts have also noted that data-center growth could become a more meaningful catalyst ahead of the company’s fourth-quarter results. Qualcomm Outperforms Broader Market Slump
• Neutral Sentiment: Qualcomm named former Motorola Devices president Sergio Buniac to lead its Mobile, Compute and Personal AI businesses. The appointment could strengthen execution in smartphones, PCs and AI devices, although investors are watching whether new leadership can offset rising costs and potential losses in Apple modem revenue. How Investors May Respond To QCOM Naming Sergio Buniac
• Neutral Sentiment: Qualcomm’s quarterly dividend of $0.92 per share, implying a 2.2% yield, remains a source of shareholder support. Institutional investors collectively own about 74% of the stock, indicating substantial professional-investor participation.
• Negative Sentiment: Qualcomm faces a smartphone reality check: quarterly revenue recently declined 4% year over year, earnings fell short of consensus, and reduced iPhone modem share remains a concern. Analysts broadly maintain a “Hold” view, with several cutting price targets and one bank reducing earnings estimates. Qualcomm’s AI Ambitions Run Into a Smartphone Reality Check
• Negative Sentiment: Semiconductor stocks broadly sold off as higher bond yields pressured richly valued technology shares. Separately, Nvidia’s $3.5 billion investment in rival MediaTek and planned collaboration on AI chips, PCs and automotive products raise competitive concerns for Qualcomm. Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields
• Negative Sentiment: A comparison with rapidly accelerating Sandisk highlights Qualcomm’s more gradual revenue contraction, reinforcing concerns that its AI growth businesses have not yet fully offset weaker mobile demand. A chief accounting officer’s $35,360 stock sale was made under a pre-arranged 10b5-1 plan and is unlikely to be a major signal by itself. Qualcomm vs. Sandisk

Insider Buying and Selling

In other Qualcomm news, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $147.04, for a total value of $470,528.00. Following the completion of the sale, the executive vice president owned 36,535 shares in the company, valued at approximately $5,372,106.40. This trade represents a 8.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Patricia Y. Grech sold 208 shares of Qualcomm stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $170.00, for a total value of $35,360.00. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 11,533 shares of company stock valued at $1,961,219 over the last three months. 0.05% of the stock is owned by corporate insiders.

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.