Qualcomm Incorporated $QCOM Shares Purchased by Van Den Berg Management I Inc.

Posted by Stanley Muller on Jul 25th, 2026

Van Den Berg Management I Inc. raised its position in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 7.6% during the first quarter, HoldingsChannel reports. The firm owned 62,118 shares of the wireless technology company’s stock after purchasing an additional 4,413 shares during the period. Qualcomm comprises 1.8% of Van Den Berg Management I Inc.’s holdings, making the stock its 20th biggest position. Van Den Berg Management I Inc.’s holdings in Qualcomm were worth $8,000,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in shares of Qualcomm during the fourth quarter worth $2,591,056,000. Wellington Management Group LLP lifted its stake in shares of Qualcomm by 34.5% in the fourth quarter. Wellington Management Group LLP now owns 16,727,862 shares of the wireless technology company’s stock worth $2,861,301,000 after buying an additional 4,290,622 shares in the last quarter. Geode Capital Management LLC lifted its stake in shares of Qualcomm by 12.5% in the fourth quarter. Geode Capital Management LLC now owns 28,897,079 shares of the wireless technology company’s stock worth $4,931,968,000 after buying an additional 3,221,924 shares in the last quarter. Invesco Ltd. boosted its position in Qualcomm by 28.1% during the fourth quarter. Invesco Ltd. now owns 12,645,603 shares of the wireless technology company’s stock worth $2,163,030,000 after acquiring an additional 2,771,490 shares during the last quarter. Finally, Viking Global Investors LP boosted its position in Qualcomm by 120.1% during the second quarter. Viking Global Investors LP now owns 3,152,866 shares of the wireless technology company’s stock worth $502,125,000 after acquiring an additional 1,720,529 shares during the last quarter. Institutional investors and hedge funds own 74.35% of the company’s stock.

Qualcomm Price Performance

Shares of QCOM opened at $166.97 on Friday. The firm has a 50-day simple moving average of $203.52 and a two-hundred day simple moving average of $168.39. The stock has a market cap of $175.99 billion, a PE ratio of 18.15, a P/E/G ratio of 5.08 and a beta of 1.63. Qualcomm Incorporated has a 1-year low of $121.99 and a 1-year high of $259.92. 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 – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 EPS for the quarter, topping the consensus estimate of $2.56 by $0.09. The firm had revenue of $10.60 billion for 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 for the quarter was down 3.5% compared to the same quarter last year. During the same period in the prior year, the business posted $2.85 EPS. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. As a group, analysts forecast that Qualcomm Incorporated will post 7.97 EPS for the current year.

Qualcomm Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, September 3rd will be given a $0.92 dividend. The ex-dividend date of this dividend is Thursday, September 3rd. This represents a $3.68 dividend on an annualized basis and a yield of 2.2%. Qualcomm’s payout ratio is presently 40.00%.

Analyst Ratings Changes

A number of research firms have commented on QCOM. Bank of America increased their price objective on shares of Qualcomm from $165.00 to $195.00 and gave the company an “underperform” rating in a report on Tuesday, June 23rd. JPMorgan Chase & Co. boosted their target price on Qualcomm from $160.00 to $265.00 and gave the stock a “neutral” rating in a report on Friday, June 5th. Oppenheimer lowered Qualcomm from a “market perform” rating to a “market perform” rating in a research report on Friday, May 8th. Citigroup increased their price target on Qualcomm from $160.00 to $198.00 and gave the company a “neutral” rating in a report on Thursday, June 25th. Finally, Roth Capital started coverage on Qualcomm in a research report on Friday, May 8th. They set a “buy” rating on the stock. One research analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, twenty-one have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $219.76.

View Our Latest Stock Report on QCOM

Key Stories Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

Positive Sentiment: Qualcomm is expanding its growth narrative with AI-chip deals and new partnerships, including ties with a major Apple rival, which could help diversify demand beyond smartphones.
Positive Sentiment: New Snapdragon launches are expected to support Qualcomm’s AI, PC, and handset pipeline ahead of Q3 results, giving investors a potential catalyst if execution is strong.
Neutral Sentiment: Wall Street is closely watching Qualcomm’s upcoming earnings and key operating metrics to gauge whether recent product momentum is translating into financial improvement.
Negative Sentiment: Qualcomm’s double-digit chip price increases may reflect rising input costs, but they also raise the risk of customer pushback in already price-sensitive end markets. Article Title
Negative Sentiment: Broader semiconductor stocks are under pressure from profit-taking, valuation concerns, and unwinding of leveraged AI trades, which is weighing on Qualcomm along with the rest of the sector.

Insider Transactions at Qualcomm

In other news, EVP Akash J. Palkhiwala sold 2,500 shares of Qualcomm stock in a transaction 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 completion of the sale, the executive vice president directly owned 28,184 shares of the company’s stock, valued at approximately $5,972,189.60. The trade was a 8.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather S. Ace sold 3,200 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $177.82, for a total value of $569,024.00. Following the completion of the sale, the executive vice president owned 39,735 shares in the company, valued at $7,065,677.70. This represents a 7.45% decrease in their position. 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 have sold 21,721 shares of company stock valued at $4,044,465 over the last three months. 0.05% of the stock is currently owned by company insiders.

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.