GSA Capital Partners LLP Sells 12,738 Shares of QUALCOMM Incorporated $QCOM

GSA Capital Partners LLP cut its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 82.2% during the third quarter, HoldingsChannel reports. The firm owned 2,751 shares of the wireless technology company’s stock after selling 12,738 shares during the quarter. GSA Capital Partners LLP’s holdings in QUALCOMM were worth $458,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of QCOM. waypoint wealth counsel lifted its position in QUALCOMM by 2.2% in the third quarter. waypoint wealth counsel now owns 2,863 shares of the wireless technology company’s stock worth $476,000 after buying an additional 61 shares during the last quarter. Greykasell Wealth Strategies Inc. raised its stake in shares of QUALCOMM by 1.5% in the third quarter. Greykasell Wealth Strategies Inc. now owns 4,126 shares of the wireless technology company’s stock valued at $686,000 after acquiring an additional 61 shares during the period. Baron Wealth Management LLC raised its stake in shares of QUALCOMM by 4.5% in the third quarter. Baron Wealth Management LLC now owns 1,431 shares of the wireless technology company’s stock valued at $238,000 after acquiring an additional 62 shares during the period. Elser Financial Planning Inc lifted its holdings in shares of QUALCOMM by 3.7% in the 3rd quarter. Elser Financial Planning Inc now owns 1,759 shares of the wireless technology company’s stock worth $297,000 after acquiring an additional 63 shares during the last quarter. Finally, Harbor Capital Advisors Inc. boosted its stake in shares of QUALCOMM by 72.2% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after purchasing an additional 65 shares during the period. Hedge funds and other institutional investors own 74.35% of the company’s stock.

Key Headlines Impacting QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Wells Fargo upgraded Qualcomm, citing traction from its data‑center strategy (AI server chips and related software/partnerships) which improves revenue diversification beyond mobile. Qualcomm’s data center strategy prompts upgrade by Wells Fargo
• Positive Sentiment: Analysts have been lifting valuations and highlighting expanding AI and automotive ambitions — investors view this as a rationale for higher forward multiples if Qualcomm converts design wins into server and auto revenue. A Look At Qualcomm (QCOM) Valuation After Analyst Upgrades And Expanding AI And Automotive Ambitions
• Positive Sentiment: Qualcomm and Tata Electronics agreed to manufacture automotive modules in India, establishing local OSAT capacity for automotive modules — this expands Qualcomm’s automotive supply chain and addresses customers’ regional sourcing needs. Qualcomm Tata Deal Puts India At Center Of Auto Chip Growth Qualcomm–Tata tie-up for automotive module manufacturing
• Positive Sentiment: Evercore notes Broadcom leads the ASIC market but says Marvell and Qualcomm are catching up — a sign analysts see improving competitive positioning for Qualcomm in infrastructure silicon. Broadcom is ‘best-in-class’ in ASIC market, but Marvell, Qualcomm catching up: Evercore
• Neutral Sentiment: Commentary notes Qualcomm has underperformed the Dow over the past year, tempering the move; analysts remain moderately bullish but the stock faces near‑term valuation and execution scrutiny. Is QUALCOMM Stock Underperforming the Dow?
• Neutral Sentiment: Comparisons with peers (Broadcom, Marvell, etc.) are prompting debate in coverage about whether Qualcomm is the best value or a laggard — useful background but not an immediate catalyst. Qualcomm Vs. Peers: Is It Still The Smart Play?
• Negative Sentiment: “Urgent dividend alert” headlines have appeared, raising investor attention to dividend timing or sustainability questions — this has created short‑term caution among income‑focused holders. Qualcomm issues urgent dividend alert for chip investors | QCOM Qualcomm issues urgent dividend alert for chip investors

Insider Transactions at QUALCOMM

In other QUALCOMM news, CAO Patricia Y. Grech sold 203 shares of the company’s stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $170.00, for a total transaction of $34,510.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Alexander H. Rogers sold 15,917 shares of QUALCOMM stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $178.01, for a total value of $2,833,385.17. Following the completion of the transaction, the executive vice president owned 26,071 shares in the company, valued at $4,640,898.71. This represents a 37.91% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 45,704 shares of company stock worth $7,818,708. Insiders own 0.05% of the company’s stock.

QUALCOMM Price Performance

Shares of QCOM stock opened at $144.78 on Wednesday. QUALCOMM Incorporated has a twelve month low of $120.80 and a twelve month high of $205.95. The company has a current ratio of 2.51, a quick ratio of 1.83 and a debt-to-equity ratio of 0.64. The stock has a fifty day simple moving average of $158.81 and a two-hundred day simple moving average of $164.06. The stock has a market capitalization of $154.48 billion, a price-to-earnings ratio of 29.91, a P/E/G ratio of 7.01 and a beta of 1.22.

QUALCOMM (NASDAQ:QCOM) last released its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, beating the consensus estimate of $3.38 by $0.12. QUALCOMM had a return on equity of 44.09% and a net margin of 11.96%.The firm had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. During the same period in the previous year, the company posted $3.41 earnings per share. 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. On average, analysts predict that QUALCOMM Incorporated will post 9.39 EPS for the current fiscal year.

QUALCOMM Announces Dividend

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

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. TD Cowen reduced their price objective on shares of QUALCOMM from $190.00 to $150.00 and set a “buy” rating on the stock in a research report on Thursday, February 5th. UBS Group reiterated a “neutral” rating on shares of QUALCOMM in a report on Monday, February 2nd. Loop Capital raised QUALCOMM from a “hold” rating to a “buy” rating and set a $185.00 price target for the company in a research note on Tuesday. Bank of America downgraded QUALCOMM from a “buy” rating to a “neutral” rating and set a $155.00 price objective on the stock. in a research report on Thursday, February 5th. Finally, Cantor Fitzgerald decreased their target price on QUALCOMM from $185.00 to $160.00 and set a “neutral” rating for the company in a research report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $168.48.

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.