AustralianSuper Pty Ltd Invests $12.62 Million in QUALCOMM Incorporated $QCOM

AustralianSuper Pty Ltd acquired a new position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) during the 3rd quarter, Holdings Channel reports. The fund acquired 75,832 shares of the wireless technology company’s stock, valued at approximately $12,615,000.

A number of other hedge funds have also bought and sold shares of QCOM. 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. Chung Wu Investment Group LLC purchased a new position in QUALCOMM during the 2nd quarter worth $32,000. Harbor Asset Planning Inc. purchased a new position in shares of QUALCOMM during the second quarter valued at $32,000. Winnow Wealth LLC purchased a new position in QUALCOMM during the 2nd quarter valued at about $32,000. Finally, Lavaca Capital LLC purchased a new position in QUALCOMM during the second quarter valued at approximately $32,000. Institutional investors own 74.35% of the company’s stock.

Trending Headlines about QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Macro/valuation bulls point to QCOM as a “safe” tech income play given strong cash generation, high dividend yield and attractive valuation metrics — this supports the case for income-oriented investors. Is Qualcomm The Ultimate “Safe” Tech Buy?
• Positive Sentiment: Coverage highlights Qualcomm’s push into on‑device AI, which is a strategic growth narrative that could support longer-term revenue diversification beyond smartphones. This narrative can attract investors focused on AI exposure in semiconductors. Qualcomm Taps On Device AI As Shares Trade Below Analyst Targets
• Positive Sentiment: Technical-watchers note a historical RSI setup that preceded a strong rally previously, which some traders interpret as a potential short-term rebound signal. Use cautiously and combine with fundamentals. The last time Qualcomm’s RSI did this, the stock rallied 70%
• Neutral Sentiment: Recent analyst coverage roundup summarizes current ratings and estimates — useful for tracking consensus price targets and revisions ahead of the Feb. 4 results but not a single decisive driver on its own. Qualcomm Stock: Analyst Estimates & Ratings
• Neutral Sentiment: UBS reaffirmed a hold rating — keeps institutional view mixed rather than bullish, reinforcing the “wait for earnings/visibility” stance. UBS Keeps Their Hold Rating on Qualcomm (QCOM)
• Neutral Sentiment: Institutional filing shows large portfolio moves: some managers materially added QCOM shares (e.g., Loring Wolcott added ~392,870 shares in the reported quarter) while others trimmed — signals mixed but confirms continued institutional interest. Fund Update: 392,870 QUALCOMM (QCOM) shares added…
• Negative Sentiment: Zacks issued a notable downgrade to “strong sell” — a clear near-term negative that can put downward pressure on the share price by influencing retail and quant-driven flows. Zacks.com
• Negative Sentiment: Earnings previews from some outlets expect a Q1 EPS decline, increasing the risk that the Feb. 4 print or guidance could disappoint and weigh on the stock. Earnings Preview: Qualcomm (QCOM) Q1 Earnings Expected to Decline
• Negative Sentiment: Insider selling activity is notable (multiple executive sales reported), which investors often view as a mild negative signal on near-term insider conviction. Fund Update / Insider Activity

Analyst Ratings Changes

Several equities analysts have issued reports on the company. Piper Sandler lifted their target price on QUALCOMM from $175.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, November 6th. Bank of America raised their price target on shares of QUALCOMM from $200.00 to $215.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. Cantor Fitzgerald restated a “neutral” rating and issued a $185.00 price objective on shares of QUALCOMM in a research note on Tuesday, December 16th. Mizuho reduced their target price on shares of QUALCOMM from $175.00 to $160.00 and set a “neutral” rating for the company in a report on Monday. Finally, TD Cowen reiterated a “buy” rating on shares of QUALCOMM in a research report on Thursday, November 6th. Ten analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, QUALCOMM currently has an average rating of “Hold” and an average target price of $189.06.

Insider Activity at QUALCOMM

In other QUALCOMM news, insider Heather S. Ace sold 1,600 shares of the company’s stock in a transaction on Friday, November 7th. The stock was sold at an average price of $172.87, for a total value of $276,592.00. Following the completion of the sale, the insider directly owned 19,593 shares in the company, valued at $3,387,041.91. This represents a 7.55% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Ann C. Chaplin sold 7,180 shares of QUALCOMM stock in a transaction on 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 in the company, valued at approximately $4,262,750.32. This represents a 23.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 44,820 shares of company stock valued at $7,883,482 in the last three months. Company insiders own 0.05% of the company’s stock.

QUALCOMM Trading Down 0.3%

QCOM stock opened at $152.22 on Friday. The company has a current ratio of 2.82, a quick ratio of 2.10 and a debt-to-equity ratio of 0.70. QUALCOMM Incorporated has a 12-month low of $120.80 and a 12-month high of $205.95. The stock has a market cap of $162.58 billion, a price-to-earnings ratio of 31.13, a PEG ratio of 3.40 and a beta of 1.21. The business’s 50-day moving average is $169.46 and its 200 day moving average is $165.30.

QUALCOMM (NASDAQ:QCOM) last announced its quarterly earnings data on Wednesday, November 5th. The wireless technology company reported $3.00 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $0.13. QUALCOMM had a return on equity of 43.22% and a net margin of 12.51%.The company had revenue of $11.27 billion for the quarter, compared to analyst estimates of $10.74 billion. During the same quarter last year, the firm posted $2.69 EPS. The firm’s revenue for the quarter was up 10.0% on a year-over-year basis. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. On average, sell-side analysts anticipate that QUALCOMM Incorporated will post 9.39 EPS for the current fiscal year.

QUALCOMM Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be issued a dividend of $0.89 per share. This represents a $3.56 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Thursday, March 5th. QUALCOMM’s payout ratio is currently 72.80%.

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.