Fort Washington Investment Advisors Inc. OH Has $82.98 Million Stock Holdings in Qualcomm Incorporated $QCOM

Fort Washington Investment Advisors Inc. OH raised its holdings in Qualcomm Incorporated (NASDAQ:QCOM) by 1.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 485,116 shares of the wireless technology company’s stock after buying an additional 5,813 shares during the period. Fort Washington Investment Advisors Inc. OH’s holdings in Qualcomm were worth $82,979,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in QCOM. Brighton Jones LLC lifted its holdings in shares of 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 purchasing an additional 9,343 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in Qualcomm by 15.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock worth $391,000 after buying an additional 340 shares in the last quarter. Sivia Capital Partners LLC raised its position in Qualcomm by 44.3% in the 2nd 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 during the last quarter. J.W. Cole Advisors Inc. raised its position in Qualcomm by 36.6% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 31,578 shares of the wireless technology company’s stock valued at $5,029,000 after buying an additional 8,456 shares during the last quarter. Finally, Richmond Investment Services LLC bought a new position in Qualcomm during the 2nd quarter valued at $216,000. 74.35% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have issued reports on QCOM shares. Argus cut their price objective on shares of Qualcomm from $205.00 to $180.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Morgan Stanley started coverage on shares of Qualcomm in a research report on Tuesday, February 10th. They set an “underweight” rating and a $132.00 price target on the stock. Bank of America started coverage on shares of Qualcomm in a report on Tuesday, March 10th. They set an “underperform” rating and a $145.00 price target on the stock. Mizuho reduced their price objective on shares of Qualcomm from $160.00 to $140.00 and set a “neutral” rating for the company in a research report on Thursday, February 5th. Finally, Robert W. Baird set a $177.00 price objective on shares of Qualcomm in a research note on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $165.14.

Insider Activity at Qualcomm

In other news, EVP Akash J. Palkhiwala sold 3,333 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $137.65, for a total transaction of $458,787.45. Following the completion of the sale, the executive vice president owned 35,599 shares in the company, valued at $4,900,202.35. This trade represents a 8.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Heather S. Ace sold 3,200 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $137.00, for a total value of $438,400.00. Following the completion of the transaction, the executive vice president owned 16,393 shares in the company, valued at approximately $2,245,841. The trade was a 16.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 9,866 shares of company stock valued at $1,474,796. 0.05% of the stock is currently owned by company insiders.

Qualcomm Trading Up 0.1%

Shares of Qualcomm stock opened at $130.54 on Friday. The firm has a market cap of $139.29 billion, a PE ratio of 26.97 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 has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 1.83. The stock has a fifty day moving average price of $141.77 and a 200-day moving average price of $160.49.

Qualcomm (NASDAQ:QCOM) last issued its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, topping 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 company had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.16 billion. During the same period in the previous year, the firm earned $3.41 EPS. The firm’s quarterly revenue was up 4.7% on a year-over-year basis. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Equities research analysts anticipate that Qualcomm Incorporated will post 9.39 EPS for the current year.

Qualcomm Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th were given a dividend of $0.89 per share. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend was Thursday, March 5th. Qualcomm’s dividend payout ratio is currently 73.55%.

Qualcomm announced that its Board of Directors has initiated a share buyback plan on Tuesday, March 17th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the wireless technology company to repurchase up to 14.5% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its stock is undervalued.

Qualcomm News Summary

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm announced a $20 billion share buyback and raised its dividend, which supports EPS per-share metrics and signals confidence from management. That headline provides immediate buyback-driven support for the stock. Fool Article
• Positive Sentiment: Product upside: coverage highlights Qualcomm’s push into AI-enabled smart cameras and IoT silicon — a revenue growth vector if adoption scales in security and edge‑AI markets. This is a longer‑horizon positive for revenue diversification. Zacks Article
• Neutral Sentiment: Valuation note: analysts and writeups are re‑examining QCOM after recent weakness (shares down sharply over recent months), noting mixed trailing performance but continued revenue and net income growth; valuation context may keep volatility elevated. Yahoo Finance Article
• Neutral Sentiment: Index/rating technicals: discussion that rating shifts reflect Nasdaq‑100 composition may pressure index‑sensitive flows; this is more mechanical than fundamental. Kalkine Media Article
• Neutral Sentiment: Miscellaneous coverage and surveys mention QCOM alongside peer items; not market-moving by itself but adds to media attention. American Banking News
• Negative Sentiment: Analyst downgrade: Sanford C. Bernstein cut QCOM to “market perform” from “outperform” and trimmed the price target to $140 from $175 (multiple outlets reported this). The downgrade and target cut are driving near‑term selling pressure and reduce upside implied by analyst consensus. MSN Article Schaeffers Article Benzinga

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.