STF Management LP Sells 12,672 Shares of Qualcomm Incorporated $QCOM

STF Management LP lowered its position in Qualcomm Incorporated (NASDAQ:QCOM) by 75.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,082 shares of the wireless technology company’s stock after selling 12,672 shares during the period. STF Management LP’s holdings in Qualcomm were worth $698,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Cloud Capital Management LLC bought a new stake in Qualcomm during the third quarter valued at approximately $27,000. Richardson Financial Services Inc. grew its position in Qualcomm by 90.9% during the fourth quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company’s stock valued at $29,000 after buying an additional 80 shares during the period. Torren Management LLC bought a new stake in Qualcomm during the fourth quarter valued at approximately $29,000. Glass Jacobson Investment Advisors llc grew its position in Qualcomm by 113.5% during the fourth quarter. Glass Jacobson Investment Advisors llc now owns 190 shares of the wireless technology company’s stock valued at $32,000 after buying an additional 101 shares during the period. Finally, Board of the Pension Protection Fund bought a new stake in Qualcomm during the fourth quarter valued at approximately $34,000. 74.35% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $177.82, for a total transaction of $569,024.00. Following the completion of the sale, the executive vice president directly owned 39,735 shares of the company’s stock, valued at approximately $7,065,677.70. This trade represents a 7.45% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Akash J. Palkhiwala sold 2,500 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $211.90, for a total value of $529,750.00. Following the sale, the executive vice president directly owned 28,184 shares of the company’s stock, valued at $5,972,189.60. This represents a 8.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 18,477 shares of company stock valued at $3,268,316 over the last quarter. 0.05% of the stock is currently owned by insiders.

Key Qualcomm News

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

Analyst Upgrades and Downgrades

QCOM has been the subject of several recent research reports. Seaport Research Partners restated a “sell” rating and set a $100.00 target price on shares of Qualcomm in a research report on Monday, March 16th. Benchmark boosted their price target on Qualcomm from $200.00 to $225.00 and gave the company a “buy” rating in a report on Thursday, April 30th. Roth Mkm started coverage on Qualcomm in a report on Friday, May 8th. They set a “buy” rating for the company. DZ Bank lowered Qualcomm from a “buy” rating to a “hold” rating and set a $195.00 price target for the company. in a report on Friday, May 8th. Finally, Evercore set a $179.00 price target on Qualcomm in a report on Thursday, April 30th. Fourteen investment 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 data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $180.37.

Qualcomm Price Performance

NASDAQ:QCOM opened at $201.49 on Friday. The firm has a market capitalization of $212.37 billion, a price-to-earnings ratio of 21.90, a PEG 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 business has a 50 day simple moving average of $147.36 and a 200-day simple moving average of $157.85. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.37 and a quick ratio of 1.61.

Qualcomm (NASDAQ:QCOM) last released its earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) 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 analyst estimates of $10.59 billion. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. The business’s revenue was down 3.5% on a year-over-year basis. During the same quarter last year, the business earned $2.85 EPS. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Equities analysts forecast that Qualcomm Incorporated will post 7.99 EPS for the current year.

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

Qualcomm Increases Dividend

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

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.