IPG Investment Advisors LLC Has $1.72 Million Holdings in Qualcomm Incorporated $QCOM

IPG Investment Advisors LLC cut its holdings in Qualcomm Incorporated (NASDAQ:QCOM) by 52.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 10,029 shares of the wireless technology company’s stock after selling 11,007 shares during the quarter. IPG Investment Advisors LLC’s holdings in Qualcomm were worth $1,715,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of QCOM. Brighton Jones LLC boosted its stake in Qualcomm by 116.6% in the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock valued at $2,666,000 after buying an additional 9,343 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Qualcomm by 15.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock valued at $391,000 after buying an additional 340 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Qualcomm by 44.3% in the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock valued at $530,000 after buying an additional 1,020 shares in the last quarter. Main Street Financial Solutions LLC boosted its stake in Qualcomm by 6.1% in the second quarter. Main Street Financial Solutions LLC now owns 5,778 shares of the wireless technology company’s stock valued at $920,000 after buying an additional 333 shares in the last quarter. Finally, Transamerica Financial Advisors LLC boosted its stake in Qualcomm by 9.7% in the second quarter. Transamerica Financial Advisors LLC now owns 6,800 shares of the wireless technology company’s stock valued at $1,083,000 after buying an additional 603 shares in the last quarter. 74.35% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm reportedly secured a custom ASIC/AI-chip supply deal with ByteDance, a win that could open a new revenue stream in data centers and strengthen its position in AI infrastructure. Reuters article
• Positive Sentiment: Momentum in AI and semiconductor stocks has also lifted Qualcomm, with traders rotating into the sector and pushing QCOM to record highs on the ByteDance news. Yahoo Finance article
• Positive Sentiment: Recent commentary highlights Qualcomm’s growing automotive and data-center ambitions, reinforcing the idea that the company may be re-rated as a broader AI semiconductor player rather than only a mobile-chip supplier. MarketBeat article
• Neutral Sentiment: Some recent articles were mostly price-prediction or trend pieces, reflecting the stock’s strong recent rally rather than providing new fundamental information. 247WallSt article
• Negative Sentiment: There are execution and regulatory risks around any ByteDance-related chip business, including potential U.S. export controls that could affect shipments to Chinese data-center customers. MarketBeat article

Insider Buying and Selling

In other news, CEO Cristiano R. Amon sold 10,000 shares of the firm’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $180.00, for a total transaction of $1,800,000.00. Following the completion of the transaction, the chief executive officer directly owned 197,568 shares in the company, valued at $35,562,240. This trade represents a 4.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $177.82, for a total value of $569,024.00. Following the transaction, the executive vice president owned 39,735 shares of the company’s stock, valued at $7,065,677.70. This trade represents a 7.45% decrease in their ownership of the stock. 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 19,306 shares of company stock valued at $3,435,583 over the last three months. 0.05% of the stock is owned by insiders.

Analysts Set New Price Targets

QCOM has been the topic of several research analyst reports. Bank of America assumed coverage on Qualcomm in a research note on Tuesday, March 10th. They issued an “underperform” rating and a $145.00 price objective on the stock. Mizuho dropped their target price on Qualcomm from $160.00 to $140.00 and set a “neutral” rating for the company in a research report on Thursday, February 5th. Piper Sandler reiterated an “overweight” rating and issued a $200.00 target price on shares of Qualcomm in a research report on Thursday, February 5th. BNP Paribas Exane downgraded Qualcomm to a “neutral” rating in a research report on Wednesday, April 29th. Finally, The Goldman Sachs Group assumed coverage on Qualcomm in a research report on Monday, March 30th. They issued a “neutral” rating and a $135.00 target price for the company. Fourteen research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and four have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $181.79.

Qualcomm Price Performance

Qualcomm stock opened at $233.40 on Thursday. Qualcomm Incorporated has a 12 month low of $121.99 and a 12 month high of $258.00. The company has a current ratio of 2.37, a quick ratio of 1.61 and a debt-to-equity ratio of 0.54. The company has a market capitalization of $246.00 billion, a PE ratio of 25.37, a P/E/G ratio of 30.82 and a beta of 1.49. The stock has a 50-day moving average price of $161.42 and a two-hundred day moving average price of $160.11.

Qualcomm (NASDAQ:QCOM) last issued its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.56 by $0.09. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The company had revenue of $10.60 billion during the quarter, compared to the consensus estimate of $10.59 billion. During the same period last year, the company earned $2.85 earnings per share. The firm’s revenue was down 3.5% compared to the same quarter last year. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Analysts expect that Qualcomm Incorporated will post 7.99 EPS for the current year.

Qualcomm announced that its board has approved a stock repurchase program on Tuesday, March 17th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the wireless technology company to reacquire up to 14.5% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Qualcomm Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be given a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a dividend yield of 1.6%. This is a positive change from Qualcomm’s previous quarterly dividend of $0.89. The ex-dividend date is Thursday, June 4th. Qualcomm’s dividend payout ratio is 40.00%.

Qualcomm Company 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.