Lansforsakringar Fondforvaltning AB publ Decreases Holdings in Qualcomm Incorporated $QCOM

Posted by Brenda Bartman on Jun 30th, 2026

Lansforsakringar Fondforvaltning AB publ cut its holdings in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 24.1% in the 1st quarter, HoldingsChannel.com reports. The firm owned 346,891 shares of the wireless technology company’s stock after selling 110,296 shares during the period. Lansforsakringar Fondforvaltning AB publ’s holdings in Qualcomm were worth $44,672,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of QCOM. World Investment Advisors grew its holdings in Qualcomm by 14.3% in the 4th quarter. World Investment Advisors now owns 64,911 shares of the wireless technology company’s stock worth $11,103,000 after acquiring an additional 8,130 shares during the last quarter. MUFG Securities EMEA plc boosted its holdings in shares of Qualcomm by 112.2% during the fourth quarter. MUFG Securities EMEA plc now owns 43,986 shares of the wireless technology company’s stock worth $7,524,000 after purchasing an additional 23,262 shares during the period. Swedbank AB boosted its holdings in shares of Qualcomm by 1.5% during the fourth quarter. Swedbank AB now owns 1,533,420 shares of the wireless technology company’s stock worth $262,291,000 after purchasing an additional 23,110 shares during the period. NBC Securities Inc. grew its stake in shares of Qualcomm by 47.5% in the fourth quarter. NBC Securities Inc. now owns 18,691 shares of the wireless technology company’s stock worth $3,197,000 after purchasing an additional 6,018 shares during the last quarter. Finally, Sequoia Financial Advisors LLC grew its stake in shares of Qualcomm by 5.7% in the fourth quarter. Sequoia Financial Advisors LLC now owns 143,690 shares of the wireless technology company’s stock worth $24,578,000 after purchasing an additional 7,804 shares during the last quarter. 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: Qualcomm’s investor day showcased a stronger AI growth story, including new data center products, partnerships with Meta and Microsoft, and a long-term revenue target that could reduce dependence on smartphones. Qualcomm’s Investor Day Just Changed the Growth Story Forever
Positive Sentiment: DZ Bank upgraded Qualcomm to Buy and set a $265 price target, reflecting growing confidence that the company can benefit from AI and data center expansion. DZ Bank Backs Qualcomm (QCOM) with Buy Rating; Company Eyes $15 Billion in Sales by 2029
Positive Sentiment: Recent commentary from analysts has been upbeat, arguing Qualcomm has the pieces to compete across the AI stack and that Wall Street’s valuation may still understate the stock’s longer-term upside. Qualcomm Now Has The Pieces To Compete Across The AI Stack: Analyst
Neutral Sentiment: Some coverage remains mixed, with analyst opinions split and consensus price targets still near or below recent trading levels, suggesting the market has not fully embraced the bullish thesis yet. Analysts’ Opinions Are Mixed on These Technology Stocks: Blend Labs (BLND) and Qualcomm (QCOM)
Negative Sentiment: Near-term pressure is still tied to Qualcomm’s core mobile business and the stock’s recent pullback, with some reports noting handset-related weakness and a drop to a two-month low before the latest rebound in sentiment. Wall Street analysts set Qualcomm stock price target for 12 months

Analysts Set New Price Targets

A number of research analysts have commented on QCOM shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Qualcomm in a research report on Wednesday, June 24th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $160.00 price objective on shares of Qualcomm in a research report on Thursday, April 30th. Summit Insights upgraded Qualcomm from a “hold” rating to a “buy” rating in a report on Thursday, April 30th. The Goldman Sachs Group assumed coverage on Qualcomm in a research note on Thursday. They issued a “neutral” rating for the company. Finally, Craig Hallum cut shares of Qualcomm from a “buy” rating to a “hold” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, twenty have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $220.45.

View Our Latest Stock Analysis on Qualcomm

Insider Buying and Selling

In other news, EVP Akash J. Palkhiwala sold 2,500 shares of Qualcomm stock in a transaction dated Monday, April 13th. The stock was sold at an average price of $130.34, for a total value of $325,850.00. Following the completion of the transaction, the executive vice president owned 30,684 shares of the company’s stock, valued at $3,999,352.56. The trade was a 7.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Patricia Y. Grech sold 829 shares of Qualcomm stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $201.77, for a total value of $167,267.33. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 21,806 shares of company stock worth $3,928,958 over the last three months. 0.05% of the stock is owned by corporate insiders.

Qualcomm Trading Down 0.4%

NASDAQ:QCOM opened at $188.72 on Tuesday. The firm has a market capitalization of $198.91 billion, a P/E ratio of 20.51, a PEG ratio of 5.64 and a beta of 1.59. 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 Incorporated has a one year low of $121.99 and a one year high of $259.92. The company’s 50-day simple moving average is $202.17 and its 200 day simple moving average is $167.88.

Qualcomm (NASDAQ:QCOM – Get Free Report) last released its earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.56 by $0.09. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. The firm had revenue of $10.60 billion during the quarter, compared to analyst estimates of $10.59 billion. During the same period last year, the business earned $2.85 earnings per share. The business’s revenue was down 3.5% on a year-over-year basis. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. As a group, analysts forecast that Qualcomm Incorporated will post 7.96 EPS for the current fiscal year.

Qualcomm Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th were paid a dividend of $0.92 per share. The ex-dividend date was 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 1.9%. Qualcomm’s dividend payout ratio (DPR) is presently 40.00%.

Qualcomm declared that its Board of Directors has initiated a stock repurchase program on Tuesday, March 17th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the wireless technology company to purchase up to 14.5% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s board believes its shares are undervalued.

Qualcomm Company Profile

(Free Report)

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.