Temasek Holdings Private Ltd Has $8.03 Million Holdings in Qualcomm Incorporated $QCOM

Temasek Holdings Private Ltd lessened its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 62.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 46,971 shares of the wireless technology company’s stock after selling 78,248 shares during the quarter. Temasek Holdings Private Ltd’s holdings in Qualcomm were worth $8,034,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Rakuten Investment Management Inc. raised its stake in Qualcomm by 162.1% in the 4th quarter. Rakuten Investment Management Inc. now owns 228,765 shares of the wireless technology company’s stock valued at $39,675,000 after acquiring an additional 141,486 shares during the period. Abound Financial LLC bought a new stake in Qualcomm in the 4th quarter valued at $44,000. 71 West Capital Partners bought a new stake in Qualcomm in the 4th quarter valued at $551,000. William B. Walkup & Associates Inc. raised its stake in Qualcomm by 1.7% in the 4th quarter. William B. Walkup & Associates Inc. now owns 8,672 shares of the wireless technology company’s stock valued at $1,483,000 after acquiring an additional 148 shares during the period. Finally, Faithward Advisors LLC increased its position in Qualcomm by 45.5% during the 4th quarter. Faithward Advisors LLC now owns 1,918 shares of the wireless technology company’s stock worth $328,000 after buying an additional 600 shares during the period. Institutional investors and hedge funds own 74.35% of the company’s stock.

Qualcomm Stock Up 4.3%

Shares of NASDAQ QCOM opened at $220.81 on Tuesday. The stock’s fifty day moving average is $186.31 and its 200 day moving average is $165.26. The stock has a market capitalization of $232.73 billion, a P/E ratio of 24.00, a PEG ratio of 26.19 and a beta of 1.59. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.61 and a current ratio of 2.37. Qualcomm Incorporated has a 52 week low of $121.99 and a 52 week high of $259.92.

Qualcomm (NASDAQ:QCOM) last released its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share for the quarter, beating the consensus estimate of $2.56 by $0.09. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The business had revenue of $10.60 billion for the quarter, compared to analyst estimates of $10.59 billion. During the same period last year, the firm posted $2.85 earnings per share. Qualcomm’s revenue was down 3.5% compared to the same quarter last year. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Sell-side analysts forecast that Qualcomm Incorporated will post 8 earnings per share for the current fiscal year.

Qualcomm Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be paid a $0.92 dividend. This represents a $3.68 annualized dividend and a yield of 1.7%. This is a boost from Qualcomm’s previous quarterly dividend of $0.89. The ex-dividend date of this dividend is Thursday, June 4th. Qualcomm’s payout ratio is presently 40.00%.

Qualcomm declared that its Board of Directors has authorized a share repurchase program on Tuesday, March 17th that allows the company to buyback $20.00 billion in shares. This buyback authorization allows the wireless technology company to buy up to 14.5% of its stock through open market purchases. Stock buyback programs are typically a sign that the company’s leadership believes its shares are undervalued.

Analyst Ratings Changes

Several research analysts have weighed in on the company. Freedom Capital cut Qualcomm from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, May 13th. Tigress Financial increased their price objective on Qualcomm from $270.00 to $280.00 and gave the stock a “buy” rating in a research report on Friday, May 8th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $160.00 price objective on shares of Qualcomm in a research report on Thursday, April 30th. Craig Hallum upgraded Qualcomm to a “buy” rating in a research report on Friday, May 8th. Finally, HSBC assumed coverage on Qualcomm in a research report on Friday, May 8th. They set a “buy” rating on the stock. Fifteen analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, Qualcomm presently has an average rating of “Hold” and an average target price of $184.29.

Insiders Place Their Bets

In other news, EVP Heather S. Ace sold 3,200 shares of the company’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 transaction, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 value of $1,800,000.00. Following the transaction, the chief executive officer directly owned 197,568 shares in the company, valued at $35,562,240. The trade was a 4.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 21,806 shares of company stock valued at $3,928,958 in the last ninety days. 0.05% of the stock is owned by corporate insiders.

Qualcomm News Summary

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: CEO Cristiano Amon said Qualcomm is developing 40+ AI device designs, including wearables and other “agent” hardware, reinforcing the company’s push beyond handsets into new consumer AI categories. Qualcomm CEO says AI agents will replace apps — as chip giant works on 40 new AI-powered devices
• Positive Sentiment: Reports that Qualcomm may be in talks to acquire AI chip startup Tenstorrent for $8 billion to $10 billion suggest an aggressive move to expand into dedicated AI accelerators and data-center hardware. Qualcomm in talks to buy Tenstorrent, The Information reports
• Positive Sentiment: Several articles highlighted Qualcomm as an AI-chip value play, with growing excitement around its data-center chip plans and diversification into autos and edge AI, which is helping offset worries about slowing smartphone demand. Qualcomm Stock Shakes Off Smartphone, PC Fears as AI Chip Excitement Grows
• Neutral Sentiment: Other coverage repeated the same theme: Qualcomm is increasingly seen as shifting from a handset-centric story to a broader AI infrastructure and edge-computing narrative, which supports the stock’s recent strength but does not add a new near-term financial update. Qualcomm Is a Rare AI Chip Value Play
• Negative Sentiment: Some commentary still flags Qualcomm’s smartphone exposure as a risk, and the market is waiting for proof that new AI initiatives can translate into durable revenue growth. Breakfast News: QCOM Looks Past Phones for Growth

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.