Fieldview Capital Management LLC purchased a new position in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor purchased 5,853 shares of the wireless technology company’s stock, valued at approximately $1,001,000.
A number of other large investors have also recently made changes to their positions in QCOM. Brighton Jones LLC boosted its holdings in shares of Qualcomm by 116.6% in the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after acquiring an additional 9,343 shares during the period. Revolve Wealth Partners LLC raised its position in shares of Qualcomm by 15.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock worth $391,000 after buying an additional 340 shares in the last quarter. Sivia Capital Partners LLC raised its position in shares of Qualcomm by 44.3% in the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock worth $530,000 after buying an additional 1,020 shares in the last quarter. Main Street Financial Solutions LLC raised its position in shares of Qualcomm by 6.1% in the second quarter. Main Street Financial Solutions LLC now owns 5,778 shares of the wireless technology company’s stock worth $920,000 after buying an additional 333 shares in the last quarter. Finally, Transamerica Financial Advisors LLC raised its position in shares of Qualcomm by 9.7% in the second quarter. Transamerica Financial Advisors LLC now owns 6,800 shares of the wireless technology company’s stock worth $1,083,000 after buying an additional 603 shares in the last quarter. 74.35% of the stock is owned by institutional investors.
More Qualcomm News
Here are the key news stories impacting Qualcomm this week:
- Positive Sentiment: Wells Fargo raised its price target on Qualcomm to $230 from $160, signaling improved long-term expectations for the stock. Wall Street sets Qualcomm stock price target for 2027
- Positive Sentiment: Coverage highlighting Qualcomm’s AI ecosystem expanding into humanoid robots and autonomous vehicles is boosting sentiment around growth beyond smartphones. Qualcomm’s AI Ecosystem Extends To Humanoid Robots And Autonomous Vehicles
- Positive Sentiment: QCraft said it demonstrated urban NOA on Qualcomm’s Snapdragon Ride platform and is targeting mass production in 2026, supporting Qualcomm’s automotive revenue story. QCraft Demonstrates Urban NOA on Qualcomm’s Latest Snapdragon Ride SoC, Targets 2026 Global Mass Production
- Neutral Sentiment: Erste Group slightly lowered its FY2027 EPS estimate, a modest headwind but not a major change to the outlook.
- Negative Sentiment: EVP Akash Palkhiwala sold 2,500 shares in a pre-arranged 10b5-1 plan, which may create a small overhang even though the sale was routine. SEC filing for Akash J. Palkhiwala transaction
- Negative Sentiment: Recent commentary notes Qualcomm has also been caught in a broader semiconductor pullback and some profit-taking after a strong AI-driven run, which can weigh on the shares near term. Qualcomm Slips, Shorter-Term Momentum Cools From Roller Coaster AI Highs
Insider Transactions at Qualcomm
Analyst Upgrades and Downgrades
A number of brokerages recently issued reports on QCOM. JPMorgan Chase & Co. increased their price objective on Qualcomm from $140.00 to $160.00 and gave the stock a “neutral” rating in a research report on Thursday, April 30th. Susquehanna increased their price objective on Qualcomm from $140.00 to $160.00 and gave the stock a “neutral” rating in a research report on Thursday, April 30th. Evercore set a $179.00 price objective on Qualcomm in a research report on Thursday, April 30th. BNP Paribas Exane downgraded Qualcomm to a “neutral” rating in a research report on Wednesday, April 29th. Finally, Citigroup increased their price objective on Qualcomm from $140.00 to $160.00 and gave the stock a “neutral” rating in a research report on Thursday, April 30th. Fifteen equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $184.29.
View Our Latest Analysis on Qualcomm
Qualcomm Stock Performance
NASDAQ QCOM opened at $211.72 on Monday. The stock’s 50-day simple moving average is $184.43 and its two-hundred day simple moving average is $164.85. Qualcomm Incorporated has a twelve month low of $121.99 and a twelve month high of $259.92. The company has a quick ratio of 1.61, a current ratio of 2.37 and a debt-to-equity ratio of 0.54. The company has a market capitalization of $223.15 billion, a price-to-earnings ratio of 23.01, a PEG ratio of 26.19 and a beta of 1.59.
Qualcomm (NASDAQ:QCOM – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $10.59 billion. During the same quarter last year, the business posted $2.85 earnings per share. The company’s revenue for the quarter was down 3.5% on a year-over-year basis. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Research analysts forecast that Qualcomm Incorporated will post 8 EPS for the current fiscal year.
Qualcomm announced that its board has authorized a share buyback plan on Tuesday, March 17th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the wireless technology company to reacquire up to 14.5% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s leadership believes its stock is undervalued.
Qualcomm Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be given a dividend of $0.92 per share. The ex-dividend date is Thursday, June 4th. This is a positive change from Qualcomm’s previous quarterly dividend of $0.89. This represents a $3.68 dividend on an annualized basis and a yield of 1.7%. Qualcomm’s dividend payout ratio (DPR) is 40.00%.
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.
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