Daiwa Securities Group Inc. Grows Stock Holdings in Qualcomm Incorporated $QCOM

Daiwa Securities Group Inc. increased its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 2.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 355,475 shares of the wireless technology company’s stock after purchasing an additional 9,304 shares during the period. Daiwa Securities Group Inc.’s holdings in Qualcomm were worth $60,804,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the stock. Certified Advisory Corp raised its holdings in shares of Qualcomm by 0.6% during the third 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 during the last quarter. ProVise Management Group LLC raised its holdings in shares of Qualcomm by 2.6% during the third quarter. ProVise Management Group LLC now owns 2,560 shares of the wireless technology company’s stock valued at $426,000 after purchasing an additional 64 shares during the last quarter. Baker Tilly Wealth Management LLC raised its holdings in shares of Qualcomm by 1.0% during the fourth quarter. Baker Tilly Wealth Management LLC now owns 6,401 shares of the wireless technology company’s stock valued at $1,095,000 after purchasing an additional 64 shares during the last quarter. Dakota Community Bank & Trust NA raised its holdings in shares of Qualcomm by 3.6% during the fourth quarter. Dakota Community Bank & Trust NA now owns 1,847 shares of the wireless technology company’s stock valued at $316,000 after purchasing an additional 65 shares during the last quarter. Finally, Burns J W & Co. Inc. NY raised its holdings in shares of Qualcomm by 2.1% during the fourth quarter. Burns J W & Co. Inc. NY now owns 3,253 shares of the wireless technology company’s stock valued at $556,000 after purchasing an additional 66 shares during the last quarter. 74.35% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have recently weighed in on QCOM shares. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $160.00 price objective on shares of Qualcomm in a report on Thursday, April 30th. Summit Insights raised shares of Qualcomm from a “hold” rating to a “buy” rating in a report on Thursday, April 30th. Evercore set a $179.00 target price on shares of Qualcomm in a research report on Thursday, April 30th. Mizuho cut their target price 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 $300.00 target price on shares of Qualcomm in a research report on Friday, May 1st. 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, the company currently has an average rating of “Hold” and an average price target of $181.79.

Insider Activity

In other Qualcomm news, EVP Akash J. Palkhiwala sold 2,500 shares of the company’s stock in a transaction that occurred on Monday, April 13th. The shares were sold at an average price of $130.34, for a total value of $325,850.00. Following the completion of the transaction, the executive vice president directly owned 30,684 shares in the company, valued at $3,999,352.56. This represents a 7.53% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Cristiano R. Amon sold 10,000 shares of the company’s stock in a transaction that occurred on 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 owned 197,568 shares of the company’s stock, valued at approximately $35,562,240. The trade was a 4.82% 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. In the last three months, insiders have sold 19,306 shares of company stock valued at $3,435,583. Company insiders own 0.05% of the company’s stock.

Key Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is continuing to position itself for growth beyond smartphones, with articles highlighting its push into AI inference, data center, automotive, and edge AI use cases. A new PR release also noted Primax Electronics is using Qualcomm-powered edge AI platforms for next-generation conference solutions, reinforcing traction in enterprise AI applications. Article Title
• Positive Sentiment: Long-term investors are being reminded that Qualcomm has built substantial value over time, with one article pointing to the company’s strong 15-year investment performance and its evolution from a mobile-only chip maker into a broader semiconductor and licensing business. Article Title
• Neutral Sentiment: Coverage from Zacks and Yahoo Finance noted the stock’s recent weakness versus the broader market, but these pieces were largely descriptive “facts to know before you trade” updates rather than new company-specific catalysts. Article Title
• Neutral Sentiment: Valuation commentary suggests Qualcomm remains attractive on some longer-term AI-growth themes, but the stock’s near-term direction is still being driven more by sentiment around competition and margins than by this analysis alone. Article Title
• Negative Sentiment: Nvidia’s new RTX Spark AI PC chip is intensifying competition in Windows PCs, pressuring Qualcomm’s Snapdragon franchise and helping drive investor concern about share loss in a key growth market. Article Title
• Negative Sentiment: A separate Zacks analysis warned that Qualcomm is facing margin pressure and soft smartphone demand, with its core handset business still a major earnings driver and therefore a source of near-term risk. Article Title

Qualcomm Stock Performance

Shares of NASDAQ QCOM opened at $242.57 on Friday. The firm has a 50 day moving average of $174.95 and a 200 day moving average of $163.03. 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 firm has a market capitalization of $255.67 billion, a price-to-earnings ratio of 26.37, a price-to-earnings-growth ratio of 30.97 and a beta of 1.59. Qualcomm Incorporated has a 12-month low of $121.99 and a 12-month high of $259.92.

Qualcomm (NASDAQ:QCOM) last announced its earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.56 by $0.09. The company had revenue of $10.60 billion during the quarter, compared to analyst estimates of $10.59 billion. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. The firm’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 earnings per share. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. On average, research analysts anticipate that Qualcomm Incorporated will post 7.99 earnings per share for the current year.

Qualcomm Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be given a $0.92 dividend. The ex-dividend date is Thursday, June 4th. This is an increase from Qualcomm’s previous quarterly dividend of $0.89. This represents a $3.68 dividend on an annualized basis and a dividend yield of 1.5%. Qualcomm’s dividend payout ratio (DPR) is currently 38.70%.

Qualcomm declared that its board has authorized a share buyback program on Tuesday, March 17th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the wireless technology company to repurchase up to 14.5% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s board of directors believes its stock is undervalued.

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.