ABN AMRO Bank N.V. Grows Position in QUALCOMM Incorporated $QCOM

ABN AMRO Bank N.V. raised its holdings in QUALCOMM Incorporated (NASDAQ:QCOM) by 107.5% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 16,855 shares of the wireless technology company’s stock after acquiring an additional 8,734 shares during the quarter. ABN AMRO Bank N.V.’s holdings in QUALCOMM were worth $2,793,000 as of its most recent filing with the SEC.

Other institutional investors also recently made changes to their positions in the company. Harbor Capital Advisors Inc. boosted its stake in shares of QUALCOMM by 72.2% during the 3rd 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 in the last quarter. Cloud Capital Management LLC acquired a new position in QUALCOMM during the third quarter worth $27,000. Harbor Asset Planning Inc. acquired a new position in QUALCOMM during the second quarter worth $32,000. Winnow Wealth LLC purchased a new stake in QUALCOMM during the second quarter worth $32,000. Finally, Lavaca Capital LLC acquired a new stake in QUALCOMM in the second quarter valued at $32,000. 74.35% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the company. Royal Bank Of Canada cut their price target on QUALCOMM from $180.00 to $150.00 and set a “sector perform” rating for the company in a research note on Thursday. Bank of America cut shares of QUALCOMM from a “buy” rating to a “neutral” rating and set a $155.00 target price for the company. in a research report on Thursday. Wells Fargo & Company reduced their price target on shares of QUALCOMM from $165.00 to $135.00 and set an “underweight” rating on the stock in a report on Thursday. Robert W. Baird set a $177.00 price target on shares of QUALCOMM in a research report on Thursday. Finally, Citigroup restated a “neutral” rating on shares of QUALCOMM in a research report on Thursday, January 15th. Nine equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, QUALCOMM presently has an average rating of “Hold” and an average target price of $167.00.

Key Headlines Impacting QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: QCOM beat on the quarter — adjusted EPS of $3.50 and strong revenue (record automotive/handset contribution) showed the company can still print solid results despite industry headwinds. Zacks: Qualcomm Surpasses Q1 Earnings
• Positive Sentiment: Some firms remain constructive — a few analysts still have buy/overweight views and multi-quarter bull cases that point to upside if handset memory constraints ease. Benzinga: Analyst Coverage
• Neutral Sentiment: Management frames the problem as a memory supply constraint rather than weak end-demand — CEO Cristiano Amon said handset demand isn’t the core issue, which matters for how durable the slowdown may be. Bloomberg Tech Interview (YouTube)
• Neutral Sentiment: Market commentary highlights that QCOM’s selloff has pushed the stock back to 2020 price levels — that raises long-term questions but also creates short-term relief-rally potential for traders. MarketBeat: Qualcomm Is Back at 2020 Levels
• Negative Sentiment: Q2 guidance came in below consensus — EPS and revenue ranges were trimmed because memory shortages are expected to constrain smartphone build plans, directly pressuring Qualcomm’s handset-related revenue. That guidance drove the bulk of the selloff. Reuters: Memory Shortage Hits Outlook
• Negative Sentiment: Analysts have reacted with price-target cuts and tone shifts (Evercore, Mizuho, Bank of America and others), and several firms moved to neutral/in-line ratings — increasing near-term selling pressure. Benzinga: Analysts Lower Forecasts
• Negative Sentiment: Market reaction has been severe — heavy volume and a double-digit intraday move reflect headline-driven risk: strong quarter but weak forward outlook. Short-term volatility is likely to continue until memory supply visibility improves. CNBC: Qualcomm Stock Sinks on Memory Warning

Insiders Place Their Bets

In other news, EVP Alexander H. Rogers sold 15,917 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $178.01, for a total transaction 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 position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Ann C. Chaplin sold 7,180 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 23,944 shares in the company, valued at $4,262,750.32. This represents a 23.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 39,684 shares of company stock valued at $7,004,088. 0.05% of the stock is owned by corporate insiders.

QUALCOMM Stock Performance

NASDAQ:QCOM opened at $136.30 on Friday. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.82 and a quick ratio of 2.10. The firm has a market cap of $145.58 billion, a PE ratio of 28.16, a P/E/G ratio of 3.33 and a beta of 1.22. The firm has a 50 day simple moving average of $167.75 and a 200-day simple moving average of $165.06. QUALCOMM Incorporated has a 1-year low of $120.80 and a 1-year high of $205.95.

QUALCOMM (NASDAQ:QCOM) last released its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, topping the consensus estimate of $3.38 by $0.12. The firm had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.16 billion. QUALCOMM had a net margin of 11.96% and a return on equity of 43.08%. QUALCOMM’s revenue for the quarter was up 4.7% on a year-over-year basis. During the same period in the previous year, the company earned $3.41 EPS. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. On average, equities analysts expect that QUALCOMM Incorporated will post 9.39 EPS for the current year.

QUALCOMM Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be paid a $0.89 dividend. This represents a $3.56 annualized dividend and a yield of 2.6%. The ex-dividend date is Thursday, March 5th. QUALCOMM’s dividend payout ratio is presently 72.80%.

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.