Schroder Investment Management Group Has $272.71 Million Stake in Qualcomm Incorporated $QCOM

Schroder Investment Management Group grew its position in Qualcomm Incorporated (NASDAQ:QCOM) by 5.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,649,755 shares of the wireless technology company’s stock after acquiring an additional 78,129 shares during the period. Schroder Investment Management Group owned 0.15% of Qualcomm worth $272,705,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the business. Norges Bank acquired a new stake in Qualcomm during the 2nd quarter valued at $2,713,603,000. Amundi boosted its stake in Qualcomm by 38.2% in the second quarter. Amundi now owns 11,533,094 shares of the wireless technology company’s stock worth $1,866,451,000 after purchasing an additional 3,186,524 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of Qualcomm by 36.8% during the third quarter. Dimensional Fund Advisors LP now owns 6,552,427 shares of the wireless technology company’s stock worth $1,090,025,000 after purchasing an additional 1,764,252 shares during the last quarter. Viking Global Investors LP grew its holdings in shares of Qualcomm by 120.1% during the second quarter. Viking Global Investors LP now owns 3,152,866 shares of the wireless technology company’s stock worth $502,125,000 after purchasing an additional 1,720,529 shares during the last quarter. Finally, Rafferty Asset Management LLC increased its stake in shares of Qualcomm by 59.1% in the second quarter. Rafferty Asset Management LLC now owns 4,418,406 shares of the wireless technology company’s stock valued at $703,675,000 after buying an additional 1,641,068 shares in the last quarter. 74.35% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

QCOM has been the topic of several research reports. Sanford C. Bernstein reiterated an “outperform” rating and set a $200.00 price target on shares of Qualcomm in a research report on Monday, February 2nd. Morgan Stanley initiated coverage on shares of Qualcomm in a research report on Tuesday, February 10th. They issued an “underweight” rating and a $132.00 price objective for the company. Zacks Research lowered shares of Qualcomm from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Rosenblatt Securities decreased their price target on shares of Qualcomm from $225.00 to $190.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. Finally, Susquehanna lowered shares of Qualcomm from a “positive” rating to a “neutral” rating and set a $140.00 price target for the company. in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Qualcomm has a consensus rating of “Hold” and a consensus target price of $168.48.

Qualcomm Price Performance

Shares of QCOM stock opened at $135.68 on Monday. The firm has a market cap of $144.77 billion, a price-to-earnings ratio of 28.03, a PEG ratio of 6.78 and a beta of 1.25. Qualcomm Incorporated has a 12 month low of $120.80 and a 12 month 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 stock has a 50-day moving average price of $153.41 and a 200 day moving average price of $163.22.

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

Qualcomm Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be paid a $0.89 dividend. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.6%. Qualcomm’s dividend payout ratio is 73.55%.

Insider Buying and Selling

In other Qualcomm news, EVP Ann C. Chaplin sold 7,180 shares of the stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $178.03, for a total value of $1,278,255.40. Following the transaction, the executive vice president owned 23,944 shares of the company’s stock, valued at approximately $4,262,750.32. This represents a 23.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $137.00, for a total value of $438,400.00. Following the transaction, the executive vice president owned 16,393 shares in the company, valued at approximately $2,245,841. This trade represents a 16.33% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 45,501 shares of company stock worth $7,784,198. Company insiders own 0.05% of the company’s stock.

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.