QUALCOMM Incorporated $QCOM Shares Sold by Tredje AP fonden

Tredje AP fonden lowered its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 59.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 170,000 shares of the wireless technology company’s stock after selling 248,720 shares during the period. Tredje AP fonden’s holdings in QUALCOMM were worth $28,281,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in QCOM. Coyle Financial Counsel LLC grew its stake in QUALCOMM by 9.2% during the 3rd quarter. Coyle Financial Counsel LLC now owns 1,442 shares of the wireless technology company’s stock worth $240,000 after buying an additional 121 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in QUALCOMM by 141.2% in the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 41,053 shares of the wireless technology company’s stock valued at $6,830,000 after buying an additional 24,031 shares during the last quarter. Berkeley Capital Partners LLC boosted its holdings in shares of QUALCOMM by 1.4% in the third quarter. Berkeley Capital Partners LLC now owns 10,026 shares of the wireless technology company’s stock valued at $1,668,000 after acquiring an additional 140 shares during the period. Schrum Private Wealth Management LLC grew its position in shares of QUALCOMM by 5.3% during the third quarter. Schrum Private Wealth Management LLC now owns 2,019 shares of the wireless technology company’s stock worth $336,000 after acquiring an additional 102 shares during the last quarter. Finally, Frisch Financial Group Inc. purchased a new position in shares of QUALCOMM during the third quarter worth approximately $206,000. 74.35% of the stock is owned by hedge funds and other institutional investors.

QUALCOMM News Summary

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Long-term bullish take: The Motley Fool frames Qualcomm as a buy-the-dip AI technology opportunity, arguing recent short-term weakness creates a longer-term entry point for investors focused on AI exposure. The Ultimate AI Technology Stock to Buy With $1,000 Right Now
• Positive Sentiment: India manufacturing push: Qualcomm selected Tata Electronics to produce automotive modules in India, strengthening its position in connected/automotive components and supporting local supply-chain expansion — a strategic win for automotive revenue exposure. Qualcomm selects Tata Electronics for automotive module production in India
• Positive Sentiment: Foundry/India strategy commentary: Qualcomm’s CEO has publicly pushed for India as a foundry destination and a diversified semiconductor supply chain, signaling management focus on long-term manufacturing footprints that can support automotive and AI chip demand. Qualcomm CEO thinks India could be a foundry destination, calls for diversified semiconductor supply chain: report
• Positive Sentiment: Bull case commentary: Forbes lays out a constructive path for QCOM to reach higher levels based on multi-year AI adoption and licensing/SoC strengths — supportive narrative for momentum and investor confidence. How Qualcomm Stock Rises To $184
• Positive Sentiment: Recent fundamentals: Qualcomm recently beat EPS and revenue estimates and set Q2 guidance (EPS range provided), which underpins the stock’s resilience amid the sector rotation. (Earnings release and guidance cited by market reports.)
• Neutral Sentiment: Trending/attention: Zacks and MarketBeat note QCOM is a trending stock and highlight contrarian signals after a multiyear pullback — increased attention can raise volume and volatility but is not a direct catalyst. Here is What to Know Beyond Why QUALCOMM Incorporated (QCOM) is a Trending Stock
• Neutral Sentiment: Peripheral hire noted: GoPro’s CFO change mentions a former Qualcomm executive in GoPro’s leadership history—interesting context but not material to QCOM’s near-term operating outlook. GoPro names insider Brian Tratt as CFO
• Negative Sentiment: Competition and revenue pressure: A Yahoo comparison with Sanmina highlights that Sanmina’s 2026 outlook and earnings momentum look stronger and flags revenue pressure for Qualcomm — a reminder of near-term top-line risks. Qualcomm vs. Sanmina: Which Tech Stock is the Better Buy Now?
• Negative Sentiment: Analyst caution: Morgan Stanley resumed coverage with an Underweight and a $132 price target, saying much of the upside is already priced in — this analyst view can weigh on sentiment and cap near-term upside. Morgan Stanley Warns QUALCOMM Incorporated (QCOM) Upside Largely Priced In at Current Levels

Analysts Set New Price Targets

QCOM has been the subject of a number of recent research reports. Citigroup reiterated a “neutral” rating on shares of QUALCOMM in a research note on Thursday, January 15th. Daiwa Securities Group lowered shares of QUALCOMM from an “outperform” rating to a “neutral” rating and set a $140.00 price objective on the stock. in a research note on Wednesday, February 11th. Evercore decreased their target price on shares of QUALCOMM from $157.00 to $134.00 and set an “in-line” rating for the company in a research note on Thursday, February 5th. UBS Group reissued a “neutral” rating on shares of QUALCOMM in a report on Monday, February 2nd. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $200.00 price target on shares of QUALCOMM in a research report on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $164.67.

QUALCOMM Stock Up 1.1%

Shares of NASDAQ:QCOM opened at $142.88 on Friday. QUALCOMM Incorporated has a fifty-two week low of $120.80 and a fifty-two week high of $205.95. The company has a quick ratio of 1.83, a current ratio of 2.51 and a debt-to-equity ratio of 0.64. The firm’s 50-day simple moving average is $160.22 and its 200-day simple moving average is $163.87. The company has a market cap of $152.45 billion, a price-to-earnings ratio of 29.52, a PEG ratio of 7.00 and a beta of 1.22.

QUALCOMM (NASDAQ:QCOM) last announced its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, beating analysts’ consensus estimates of $3.38 by $0.12. QUALCOMM had a net margin of 11.96% and a return on equity of 44.09%. The firm had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. During the same quarter last year, the firm earned $3.41 earnings per share. The firm’s revenue was up 4.7% compared to the same quarter last year. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. As a group, equities research analysts predict that QUALCOMM Incorporated will post 9.39 earnings per share for the current year.

QUALCOMM Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be given a $0.89 dividend. The ex-dividend date is Thursday, March 5th. This represents a $3.56 annualized dividend and a yield of 2.5%. QUALCOMM’s dividend payout ratio is presently 73.55%.

Insider Buying and Selling

In other QUALCOMM news, CAO Patricia Y. Grech sold 203 shares of the business’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $170.00, for a total transaction of $34,510.00. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Heather S. Ace sold 3,200 shares of the company’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $137.00, for a total transaction of $438,400.00. Following the transaction, the executive vice president directly owned 16,393 shares in the company, valued at approximately $2,245,841. This trade represents a 16.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 45,704 shares of company stock valued at $7,818,708 in the last quarter. Corporate 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.