Exchange Traded Concepts LLC Has $63.98 Million Position in QUALCOMM Incorporated $QCOM

Exchange Traded Concepts LLC increased its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 122.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 384,604 shares of the wireless technology company’s stock after buying an additional 211,842 shares during the period. QUALCOMM comprises approximately 0.5% of Exchange Traded Concepts LLC’s portfolio, making the stock its 26th largest position. Exchange Traded Concepts LLC’s holdings in QUALCOMM were worth $63,983,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in QCOM. Brighton Jones LLC raised its position in QUALCOMM by 116.6% during the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after purchasing an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC increased its stake 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 valued at $391,000 after buying an additional 340 shares during the period. Compound Planning Inc. raised its position in shares of QUALCOMM by 47.7% during the first quarter. Compound Planning Inc. now owns 7,146 shares of the wireless technology company’s stock worth $1,098,000 after acquiring an additional 2,307 shares during the last quarter. Groupe la Francaise lifted its stake in shares of QUALCOMM by 9.4% in the first quarter. Groupe la Francaise now owns 2,956 shares of the wireless technology company’s stock worth $467,000 after acquiring an additional 253 shares during the period. Finally, Smartleaf Asset Management LLC boosted its holdings in QUALCOMM by 16.6% in the first quarter. Smartleaf Asset Management LLC now owns 11,407 shares of the wireless technology company’s stock valued at $1,742,000 after acquiring an additional 1,623 shares during the last quarter. 74.35% of the stock is owned by institutional investors.

QUALCOMM Trading Up 0.6%

NASDAQ:QCOM opened at $175.25 on Monday. QUALCOMM Incorporated has a 12 month low of $120.80 and a 12 month high of $205.95. The company has a current ratio of 2.82, a quick ratio of 2.10 and a debt-to-equity ratio of 0.70. The stock has a market capitalization of $187.69 billion, a price-to-earnings ratio of 35.84, a PEG ratio of 3.84 and a beta of 1.22. The firm has a fifty day simple moving average of $171.84 and a two-hundred day simple moving average of $163.29.

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

QUALCOMM Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, December 18th. Shareholders of record on Thursday, December 4th were paid a $0.89 dividend. This represents a $3.56 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend was Thursday, December 4th. QUALCOMM’s dividend payout ratio (DPR) is 72.80%.

Insider Transactions at QUALCOMM

In other news, EVP Alexander H. Rogers sold 15,917 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $178.01, for a total transaction of $2,833,385.17. Following the transaction, the executive vice president directly owned 26,071 shares of the company’s stock, valued at $4,640,898.71. This represents a 37.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Akash J. Palkhiwala sold 2,538 shares of the stock in a transaction on Friday, December 19th. The stock was sold at an average price of $175.95, for a total value of $446,561.10. Following the completion of the transaction, the executive vice president owned 42,265 shares in the company, valued at approximately $7,436,526.75. This represents a 5.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 199,822 shares of company stock valued at $33,523,984. Company insiders own 0.08% of the company’s stock.

Wall Street Analysts Forecast Growth

QCOM has been the subject of several analyst reports. Arete Research set a $200.00 price target on shares of QUALCOMM in a report on Tuesday, August 26th. Susquehanna set a $210.00 target price on shares of QUALCOMM in a research note on Thursday, November 6th. Weiss Ratings restated a “hold (c)” rating on shares of QUALCOMM in a report on Monday, December 15th. Rosenblatt Securities reiterated a “buy” rating and set a $225.00 price target on shares of QUALCOMM in a report on Thursday, November 6th. Finally, TD Cowen lifted their price objective on QUALCOMM from $185.00 to $205.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Thirteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $192.94.

Key Headlines Impacting QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Qualcomm completed its acquisition of Alphawave Semi roughly a quarter ahead of schedule — the deal adds high‑speed connectivity IP and appoints Alphawave CEO Tony Pialis to lead Qualcomm’s data‑center business, accelerating Qualcomm’s push beyond handsets into higher‑growth data‑center markets. Qualcomm Completes Acquisition of Alphawave Semi
• Positive Sentiment: Market reaction: coverage and trading show shares rose after the Alphawave deal as investors rewarded the strategic expansion into data‑center chips and connectivity IP — supporting the view of a re‑rating away from a pure handset story. Qualcomm Stock Rises After $2.4 Billion Alphawave Semi Deal
• Positive Sentiment: Recent performance: research notes and screens point to Qualcomm outperforming broader market moves recently, reflecting investor interest in its expanding end markets and improving revenue mix. Qualcomm (QCOM) Surpasses Market Returns
• Neutral Sentiment: Valuation and analyst views are mixed — commentary notes Qualcomm’s P/E is at decade highs as the market re‑rates the name; some firms remain cautious (Cantor Fitzgerald neutral) while others keep buy views and higher targets, so continued execution in 2026 will be critical to justify the multiple. Qualcomm’s Monster Rally Has a Catch—Can the Stock Keep Climbing?
• Negative Sentiment: Insider selling: EVP Ann Chaplin sold 7,180 shares (~$1.28M) earlier this week (reported), trimming her stake ~23% — insider sales can be read as profit‑taking and may create short‑term investor caution. QUALCOMM (NASDAQ:QCOM) EVP Ann Chaplin Sells 7,180 Shares
• Negative Sentiment: Another EVP, Akash J. Palkhiwala, sold 2,538 shares (~$447k) — additional insider sales add to the narrative of executives taking gains ahead of the new year. SEC filing: Insider Sale

QUALCOMM 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.