Cambridge Investment Research Advisors Inc. Has $34.38 Million Stock Holdings in Qualcomm Incorporated $QCOM

Cambridge Investment Research Advisors Inc. grew its position in Qualcomm Incorporated (NASDAQ:QCOM) by 4.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 201,007 shares of the wireless technology company’s stock after purchasing an additional 9,050 shares during the period. Cambridge Investment Research Advisors Inc.’s holdings in Qualcomm were worth $34,382,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Greykasell Wealth Strategies Inc. boosted its stake in shares of Qualcomm by 1.5% in the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 4,126 shares of the wireless technology company’s stock valued at $686,000 after purchasing an additional 61 shares in the last quarter. Certified Advisory Corp boosted its stake in shares of Qualcomm by 0.6% in the 3rd quarter. Certified Advisory Corp now owns 10,085 shares of the wireless technology company’s stock valued at $1,678,000 after purchasing an additional 62 shares in the last quarter. ProVise Management Group LLC lifted its position in Qualcomm by 2.6% during the 3rd quarter. ProVise Management Group LLC now owns 2,560 shares of the wireless technology company’s stock worth $426,000 after buying an additional 64 shares in the last quarter. Baker Tilly Wealth Management LLC lifted its position in Qualcomm by 1.0% during the 4th quarter. Baker Tilly Wealth Management LLC now owns 6,401 shares of the wireless technology company’s stock worth $1,095,000 after buying an additional 64 shares in the last quarter. Finally, Dakota Community Bank & Trust NA lifted its position in Qualcomm by 3.6% during the 4th quarter. Dakota Community Bank & Trust NA now owns 1,847 shares of the wireless technology company’s stock worth $316,000 after buying an additional 65 shares in the last quarter. Institutional investors and hedge funds own 74.35% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently issued reports on QCOM shares. Loop Capital upgraded shares of Qualcomm from a “hold” rating to a “buy” rating and set a $185.00 price target on the stock in a research report on Tuesday, February 24th. Tigress Financial upped their price target on shares of Qualcomm from $270.00 to $280.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. DZ Bank downgraded shares of Qualcomm from a “buy” rating to a “hold” rating and set a $195.00 price target on the stock. in a research report on Friday, May 8th. Seaport Research Partners reiterated a “sell” rating and set a $100.00 price target on shares of Qualcomm in a research report on Monday, March 16th. Finally, Royal Bank Of Canada upped their price target on shares of Qualcomm from $150.00 to $175.00 and gave the stock a “sector perform” rating in a research report on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, Qualcomm presently has an average rating of “Hold” and a consensus target price of $180.37.

Qualcomm News Roundup

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Strong quarterly results, improving AI/data center prospects, and favorable tariff news supported analyst upgrades and helped fuel the recent rally. Why Is Qualcomm (QCOM) Stock Soaring Today
• Positive Sentiment: Several analysts have raised price targets or turned more constructive, suggesting Wall Street still sees upside after the run higher. Qualcomm (QCOM) price target increased by 12.91% to 180.60
• Neutral Sentiment: Investor interest remains elevated, with Qualcomm becoming one of the most watched stocks on Zacks, which can keep trading volume and volatility high. Investors Heavily Search QUALCOMM Incorporated (QCOM): Here is What You Need to Know
• Neutral Sentiment: Qualcomm EVP Akash Palkhiwala sold shares under a pre-arranged trading plan, which may not signal a change in outlook but can still create a modest cautionary overhang. Qualcomm (NASDAQ:QCOM) EVP Sells $529,750.00 in Stock
• Negative Sentiment: Shares have been pressured by a broader pullback in semiconductor stocks as investors take profits and worry about competition and cooler momentum in the AI chip trade. Intel, Qualcomm fall: investors booking gains or cautious about growing competition?
• Negative Sentiment: Freedom Capital downgraded Qualcomm from strong-buy to hold, reinforcing concerns that the stock may have gotten ahead of itself after the recent surge. Investors Heavily Search QUALCOMM Incorporated (QCOM): Here is What You Need to Know

Qualcomm Stock Performance

Shares of NASDAQ:QCOM opened at $201.49 on Monday. The stock has a market capitalization of $212.37 billion, a P/E ratio of 21.90, a P/E/G ratio of 24.96 and a beta of 1.49. Qualcomm Incorporated has a 1-year low of $121.99 and a 1-year high of $247.90. 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 business has a 50-day moving average price of $147.36 and a two-hundred day moving average price of $157.64.

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

Qualcomm Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be issued a dividend of $0.92 per share. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $3.68 annualized dividend and a yield of 1.8%. This is an increase from Qualcomm’s previous quarterly dividend of $0.89. Qualcomm’s dividend payout ratio (DPR) is presently 38.70%.

Qualcomm announced that its Board of Directors has approved a share repurchase plan on Tuesday, March 17th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the wireless technology company to purchase up to 14.5% of its shares through open market purchases. Shares repurchase plans are often an indication that the company’s board of directors believes its stock is undervalued.

Insider Transactions at Qualcomm

In other Qualcomm news, EVP Akash J. Palkhiwala sold 2,500 shares of the business’s stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $211.90, for a total transaction of $529,750.00. Following the completion of the sale, the executive vice president directly owned 28,184 shares of the company’s stock, valued at approximately $5,972,189.60. The trade was a 8.15% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed 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 business’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 sale, the executive vice president directly owned 39,735 shares of the company’s stock, valued at $7,065,677.70. This 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. Over the last quarter, insiders sold 18,477 shares of company stock valued at $3,268,316. 0.05% of the stock is owned by company insiders.

About Qualcomm

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.