Natixis Advisors LLC Boosts Position in Qualcomm Incorporated $QCOM

Natixis Advisors LLC grew its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 4.9% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 1,364,408 shares of the wireless technology company’s stock after purchasing an additional 63,373 shares during the period. Natixis Advisors LLC’s holdings in Qualcomm were worth $226,983,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of QCOM. Harbor Capital Advisors Inc. raised its position in Qualcomm by 72.2% during 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 period. Cloud Capital Management LLC acquired a new stake in shares of Qualcomm in the third quarter valued at approximately $27,000. Winnow Wealth LLC purchased a new position in shares of Qualcomm during the 2nd quarter worth $32,000. Lavaca Capital LLC purchased a new stake in shares of Qualcomm in the second quarter valued at about $32,000. Finally, Guerra Advisors Inc acquired a new stake in Qualcomm during the third quarter worth about $39,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Qualcomm Trading Down 1.0%

Shares of Qualcomm stock opened at $135.68 on Friday. The company has a market capitalization of $144.77 billion, a P/E ratio of 28.03, a PEG ratio of 6.76 and a beta of 1.25. Qualcomm Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95. The company’s fifty day moving average is $153.41 and its two-hundred day moving average is $163.17. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51.

Qualcomm (NASDAQ:QCOM) last posted its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, beating the consensus estimate of $3.38 by $0.12. The firm 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% compared to the same quarter last year. During the same period in the prior year, the business earned $3.41 EPS. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Analysts forecast that Qualcomm Incorporated will post 9.39 earnings per share for the current year.

Qualcomm Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders 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 dividend yield of 2.6%. The ex-dividend date is Thursday, March 5th. Qualcomm’s payout ratio is 73.55%.

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. DZ Bank upgraded Qualcomm to a “strong-buy” rating in a research report on Tuesday, February 10th. Mizuho reduced their target price on shares of Qualcomm from $160.00 to $140.00 and set a “neutral” rating on the stock in a report on Thursday, February 5th. TD Cowen decreased their price objective on Qualcomm from $190.00 to $150.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. Wells Fargo & Company raised shares of Qualcomm from an “underweight” rating to an “equal weight” rating and lifted their price objective for the stock from $135.00 to $185.00 in a research report on Tuesday, February 24th. Finally, Argus lowered their price target on Qualcomm from $205.00 to $180.00 and set a “buy” rating for the company in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $168.48.

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.

Insiders Place Their Bets

In other news, EVP Akash J. Palkhiwala sold 10,000 shares of the stock in a transaction that occurred on 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 completion of the transaction, the executive vice president directly owned 44,803 shares of the company’s stock, valued at approximately $7,845,901.36. This represents a 18.25% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Ann C. Chaplin sold 7,180 shares of the stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $178.03, for a total value of $1,278,255.40. Following the completion of the transaction, the executive vice president owned 23,944 shares of the company’s stock, valued at $4,262,750.32. The trade was a 23.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 45,501 shares of company stock worth $7,784,198. Company insiders own 0.05% of the company’s stock.

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.