Qualcomm Incorporated $QCOM Stake Increased by Guild Investment Management Inc.

Posted by Francis Steltz on Nov 8th, 2026

Guild Investment Management Inc. lifted its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 31.5% in the third quarter, HoldingsChannel.com reports. The fund owned 26,774 shares of the wireless technology company’s stock after acquiring an additional 6,414 shares during the quarter. Qualcomm accounts for approximately 3.2% of Guild Investment Management Inc.’s portfolio, making the stock its 11th largest position. Guild Investment Management Inc.’s holdings in Qualcomm were worth $4,927,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in QCOM. StoneX Group Inc. raised its holdings in shares of Qualcomm by 25.8% during the 3rd quarter. StoneX Group Inc. now owns 21,538 shares of the wireless technology company’s stock valued at $3,888,000 after buying an additional 4,413 shares in the last quarter. Parallel Advisors LLC lifted its position in Qualcomm by 2.2% in the 3rd quarter. Parallel Advisors LLC now owns 20,099 shares of the wireless technology company’s stock worth $3,699,000 after buying an additional 436 shares during the last quarter. Guidance Capital Inc. boosted its stake in Qualcomm by 0.9% in the third quarter. Guidance Capital Inc. now owns 8,180 shares of the wireless technology company’s stock worth $1,505,000 after buying an additional 72 shares in the last quarter. Tamar Securities LLC boosted its stake in Qualcomm by 3.3% in the third quarter. Tamar Securities LLC now owns 153,879 shares of the wireless technology company’s stock worth $28,320,000 after buying an additional 4,953 shares in the last quarter. Finally, Asset Dedication LLC boosted its stake in Qualcomm by 109.1% in the third quarter. Asset Dedication LLC now owns 8,341 shares of the wireless technology company’s stock worth $1,535,000 after buying an additional 4,352 shares in the last quarter. 74.35% of the stock is currently owned by hedge funds and other institutional investors.

Qualcomm News Summary

Here are the key news stories impacting Qualcomm this week:

Positive Sentiment: Qualcomm’s fiscal Q4 revenue of $10.44 billion and non-GAAP EPS of $2.17 edged past estimates. Automotive growth and the company’s data-center ambitions offer potential sources of diversification. Article: Is Qualcomm Stock Worth Buying After Mixed Q4 Results?
Positive Sentiment: A broader market recovery helped lift shares after Thursday’s sharp sell-off, as investors reassessed fears that election-related policy changes could slow data-center investment. Article: Tech executives react to post-midterm AI sell-off
Positive Sentiment: Alphabet disclosed a $548 million Qualcomm stake, a potentially supportive signal of institutional investor interest. Article: Alphabet discloses Qualcomm stake
Positive Sentiment: Qualcomm is also set to provide chips and software for SpaceX’s planned terrestrial mobile network, adding a potential opportunity beyond its traditional handset market. Article: SpaceX Qualcomm 5G deal
Neutral Sentiment: EVP Ann Chaplin sold 1,501 shares under a pre-arranged Rule 10b5-1 plan and retained 27,271 shares; the planned sale may carry limited signaling weight. SEC filing
Negative Sentiment: Despite the beat, year-over-year revenue and earnings declined, and weak profit guidance, handset softness and rising component costs are weighing on expectations. Analysts have also cut price targets, while concerns about data-center investment and margins remain. Article: Qualcomm beat earnings, but its fastest-growing businesses have a catch

Insider Buying and Selling

In related news, EVP Ann C. Chaplin sold 1,501 shares of Qualcomm stock in a transaction on Friday, November 6th. The shares were sold at an average price of $161.54, for a total value of $242,471.54. Following the transaction, the executive vice president directly owned 27,271 shares of the company’s stock, valued at $4,405,357.34. The trade was a 5.22% decrease in their ownership of the stock. The sale was disclosed in a filing 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, CAO Patricia Y. Grech sold 208 shares of the company’s stock in a transaction on Monday, August 31st. The shares were sold at an average price of $170.00, for a total transaction of $35,360.00. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 31,820 shares of company stock worth $5,980,217. 0.05% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have commented on QCOM shares. JPMorgan Chase & Co. reduced their price target on shares of Qualcomm from $215.00 to $200.00 and set a “neutral” rating on the stock in a research report on Thursday. Benchmark lowered their price objective on shares of Qualcomm from $300.00 to $270.00 and set a “buy” rating for the company in a report on Monday, July 27th. Susquehanna cut their price objective on shares of Qualcomm from $185.00 to $165.00 and set a “neutral” rating for the company in a research note on Thursday. Piper Sandler reaffirmed a “neutral” rating on shares of Qualcomm in a research note on Thursday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Qualcomm in a report on Monday, September 21st. Three research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, twenty-one have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $197.55.

View Our Latest Research Report on QCOM

Qualcomm Trading Up 5.5%

NASDAQ QCOM opened at $165.41 on Friday. Qualcomm Incorporated has a 1-year low of $121.99 and a 1-year high of $259.92. The company has a current ratio of 1.86, a quick ratio of 1.28 and a debt-to-equity ratio of 0.42. The stock has a 50-day moving average of $178.11 and a 200-day moving average of $169.52. The firm has a market cap of $176.99 billion, a PE ratio of 13.02, a price-to-earnings-growth ratio of 3.73 and a beta of 1.70.

Qualcomm (NASDAQ:QCOM – Get Free Report) last posted its quarterly earnings results on Wednesday, November 4th. The wireless technology company reported $2.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.16 by $0.01. The business had revenue of $10.44 billion for the quarter, compared to analyst estimates of $10.12 billion. Qualcomm had a return on equity of 30.62% and a net margin of 31.60%. Qualcomm’s revenue for the quarter was down 8.4% compared to the same quarter last year. During the same period last year, the company earned $3.00 EPS. As a group, sell-side analysts forecast that Qualcomm Incorporated will post 7.16 EPS for the current year.

Qualcomm Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 17th. Stockholders of record on Thursday, December 3rd will be paid a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Thursday, December 3rd. Qualcomm’s dividend payout ratio is 28.98%.

Qualcomm Profile

(Free Report)

Qualcomm Incorporated is a technology company that develops wireless communications technologies and semiconductor products. Its chips and related systems are used in smartphones and other connected devices, with products spanning mobile processors, modem-radio frequency systems, and connectivity solutions. The Snapdragon brand includes platforms for mobile devices as well as computing, automotive, and extended-reality applications.

Qualcomm also develops technology for automotive systems and the Internet of Things, including connectivity and processing solutions for vehicles, industrial equipment, and consumer devices.