Qualcomm Incorporated $QCOM Shares Sold by Three Seasons Wealth LLC

Three Seasons Wealth LLC lowered its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 87.1% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,484 shares of the wireless technology company’s stock after selling 9,984 shares during the quarter. Three Seasons Wealth LLC’s holdings in Qualcomm were worth $274,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of QCOM. BlackRock Inc. acquired a new stake in shares of Qualcomm during the second quarter valued at $17,583,115,000. Geode Capital Management LLC raised its stake in Qualcomm by 12.5% in the 4th quarter. Geode Capital Management LLC now owns 28,897,079 shares of the wireless technology company’s stock valued at $4,931,968,000 after purchasing an additional 3,221,924 shares during the last quarter. Van ECK Associates Corp raised its stake in Qualcomm by 22.7% in the 2nd quarter. Van ECK Associates Corp now owns 17,202,619 shares of the wireless technology company’s stock valued at $3,178,872,000 after purchasing an additional 3,179,720 shares during the last quarter. Wellington Management Group LLP lifted its holdings in Qualcomm by 34.5% in the 4th quarter. Wellington Management Group LLP now owns 16,727,862 shares of the wireless technology company’s stock valued at $2,861,301,000 after purchasing an additional 4,290,622 shares in the last quarter. Finally, Norges Bank purchased a new position in Qualcomm in the 4th quarter valued at about $2,591,056,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Key Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is backing a $70 million funding round for Ultrahuman, supporting development of smart rings powered by Qualcomm chips. The devices are expected to run on-device AI, software and gesture-control functions, expanding Qualcomm’s reach beyond smartphones into advanced wearables. Why Is Qualcomm Backing a $70 Million Bet on Smart Rings?
• Positive Sentiment: Qualcomm raised its quarterly dividend by 3.4% to $0.92 per share, representing roughly $983 million in shareholder distributions and reinforcing its appeal to income-focused investors. Qualcomm Raises Quarterly Dividend
• Positive Sentiment: One Wall Street analyst sees substantial upside after Qualcomm’s steep three-month decline, while other valuation commentary describes the stock as inexpensive on earnings-based measures. The bullish case centers on growth in automotive, AI, data centers and edge computing. Qualcomm Analyst Sees 140% Upside
• Neutral Sentiment: Qualcomm benefited modestly from a broader rebound in beaten-down AI semiconductor stocks, although the move was less pronounced than in some peers such as Marvell. Marvell Rises as AI Silicon Rebounds
• Negative Sentiment: Recent analysis warns that Qualcomm’s long-term AI and automotive ambitions must overcome a near-term smartphone reality check, including potential pressure from Apple’s modem transition. Japan robotics investments offer diversification but could weigh on margins while estimates remain under pressure. Qualcomm Japan Robotics and Edge AI Analysis
• Negative Sentiment: Reports of insider selling recently pressured sentiment, highlighting investor caution after Qualcomm’s extended decline and amid uncertainty over its earnings outlook. Qualcomm Trading Down After Insider Selling

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the stock. Mizuho lifted their price target on shares of Qualcomm from $170.00 to $210.00 and gave the stock a “neutral” rating in a report on Monday, June 29th. DZ Bank raised shares of Qualcomm from a “hold” rating to a “buy” rating and set a $265.00 price objective on the stock in a research note on Friday, June 26th. Rosenblatt Securities decreased their target price on shares of Qualcomm from $265.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Royal Bank Of Canada lowered their target price on shares of Qualcomm from $250.00 to $160.00 and set a “sector perform” rating for the company in a research note on Thursday, July 30th. Finally, Oppenheimer set a $200.00 price target on Qualcomm in a report on Monday, July 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, twenty have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Qualcomm presently has a consensus rating of “Hold” and an average price target of $203.76.

Qualcomm Stock Up 0.1%

QCOM opened at $168.74 on Friday. Qualcomm Incorporated has a 12 month low of $121.99 and a 12 month high of $259.92. The business has a 50-day moving average of $169.05 and a two-hundred day moving average of $169.65. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.02 and a quick ratio of 1.28. The stock has a market capitalization of $177.22 billion, a price-to-earnings ratio of 19.53, a price-to-earnings-growth ratio of 3.52 and a beta of 1.68.

Qualcomm (NASDAQ:QCOM) last announced its quarterly earnings data on Wednesday, July 29th. The wireless technology company reported $2.21 earnings per share for the quarter, missing the consensus estimate 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 analysts’ expectations of $9.69 billion. During the same quarter in the previous year, the company earned $2.77 earnings per share. The company’s revenue was down 4.0% on a year-over-year basis. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. On average, research analysts expect that Qualcomm Incorporated will post 7.74 earnings per share for the current year.

Qualcomm Dividend Announcement

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

Insiders Place Their Bets

In other Qualcomm news, EVP Akash Palkhiwala sold 2,500 shares of Qualcomm stock in a transaction on Tuesday, July 14th. The shares were sold at an average price of $180.81, for a total value of $452,025.00. Following the transaction, the executive vice president owned 23,184 shares in the company, valued at $4,191,899.04. This trade represents a 9.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather Ace sold 3,200 shares of the business’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $147.04, for a total transaction of $470,528.00. Following the sale, the executive vice president directly owned 36,535 shares of the company’s stock, valued at $5,372,106.40. This represents a 8.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 quarter. 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.