Amalgamated Bank Has $35.40 Million Stake in QUALCOMM Incorporated $QCOM

Amalgamated Bank lowered its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 2.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 212,786 shares of the wireless technology company’s stock after selling 5,537 shares during the quarter. Amalgamated Bank’s holdings in QUALCOMM were worth $35,399,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in QCOM. Tred Avon Family Wealth LLC bought a new stake in shares of QUALCOMM during the 3rd quarter worth approximately $1,026,000. Stenger Family Office LLC increased its holdings in QUALCOMM by 10.1% during the third quarter. Stenger Family Office LLC now owns 21,604 shares of the wireless technology company’s stock worth $3,594,000 after buying an additional 1,983 shares during the last quarter. Resonant Capital Advisors LLC raised its position in QUALCOMM by 4.0% during the third quarter. Resonant Capital Advisors LLC now owns 32,172 shares of the wireless technology company’s stock worth $5,352,000 after acquiring an additional 1,225 shares in the last quarter. Aviance Capital Partners LLC lifted its stake in QUALCOMM by 4.6% in the third quarter. Aviance Capital Partners LLC now owns 4,212 shares of the wireless technology company’s stock valued at $701,000 after acquiring an additional 185 shares during the last quarter. Finally, Maryland State Retirement & Pension System grew its position in shares of QUALCOMM by 0.8% in the 3rd quarter. Maryland State Retirement & Pension System now owns 53,884 shares of the wireless technology company’s stock valued at $8,964,000 after acquiring an additional 451 shares during the period. 74.35% of the stock is owned by institutional investors.

Insider Activity at QUALCOMM

In other QUALCOMM news, EVP Akash J. Palkhiwala sold 3,333 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $173.30, for a total transaction of $577,608.90. Following the sale, the executive vice president owned 38,932 shares of the company’s stock, valued at $6,746,915.60. The trade was a 7.89% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Heather S. Ace sold 1,600 shares of QUALCOMM stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $172.87, for a total value of $276,592.00. Following the transaction, the insider directly owned 19,593 shares of the company’s stock, valued at $3,387,041.91. The trade was a 7.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 53,155 shares of company stock worth $9,267,593. 0.08% of the stock is owned by company insiders.

QUALCOMM News Summary

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Declared quarterly cash dividend of $0.89/share (annualized yield ~2.2%); payable March 26 to holders of record March 5 — supports income investors and signals confidence in cash flow. Qualcomm Announces Quarterly Cash Dividend
• Positive Sentiment: Coverage and feature pieces highlight Qualcomm’s push into personal AI, wearables (large Ray‑Ban demand with Meta) and new Dragonwing IQ10 chips for robotics — these represent meaningful growth levers beyond handset modems. Qualcomm: Ignored Personal AI Boom
• Neutral Sentiment: RBC (RBC Capital) initiated coverage with a “sector perform” / KeyCorp issued updated Q1 EPS assumptions — analyst activity keeps the name in focus but does not currently signal a consensus upgrade. RBC Capital initiates coverage
• Negative Sentiment: Mizuho’s downgrade (covered in MarketBeat) from Outperform to Neutral and a cut to the price target flagged near‑term headwinds: expected modem share losses on upcoming Apple devices, softer global handset demand (especially China), and rising local competition — this note is the primary driver of recent selling pressure. Qualcomm: Wall Street’s Patience Is Wearing Thin
• Negative Sentiment: Trade/tariff risk: coverage highlights the potential impact of a proposed 25% tariff on AI chips — could raise costs or disrupt supply chains for semiconductor players exposed to the U.S./China/Taiwan dynamics. 5 AI Chip Stocks Most Exposed to Trump’s New 25% Tariff

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Wells Fargo & Company increased their price target on QUALCOMM from $140.00 to $165.00 and gave the company an “underweight” rating in a research note on Thursday, November 6th. Susquehanna set a $210.00 price objective on shares of QUALCOMM in a report on Thursday, November 6th. Piper Sandler raised their target price on shares of QUALCOMM from $175.00 to $200.00 and gave the stock an “overweight” rating in a research note on Thursday, November 6th. Rosenblatt Securities reissued a “buy” rating and issued a $225.00 price target on shares of QUALCOMM in a report on Thursday, November 6th. Finally, TD Cowen raised their price objective on shares of QUALCOMM from $185.00 to $205.00 and gave the stock a “buy” rating in a research report on Thursday, November 6th. Eleven equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $191.28.

QUALCOMM Price Performance

Shares of QCOM opened at $159.42 on Friday. The business has a 50-day moving average of $172.10 and a 200-day moving average of $165.64. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.82 and a quick ratio of 2.10. The company has a market capitalization of $170.74 billion, a price-to-earnings ratio of 32.60, a price-to-earnings-growth ratio of 3.55 and a beta of 1.21. QUALCOMM Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95.

QUALCOMM (NASDAQ:QCOM) last posted its quarterly earnings results 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 firm had revenue of $11.27 billion for the quarter, compared to analysts’ expectations of $10.74 billion. QUALCOMM had a return on equity of 43.22% and a net margin of 12.51%.The company’s revenue for the quarter was up 10.0% compared to the same quarter last year. During the same period in the prior year, the business earned $2.69 EPS. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. As a group, equities research analysts anticipate that QUALCOMM Incorporated will post 9.39 earnings per share for the current year.

QUALCOMM Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be given a dividend of $0.89 per share. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $3.56 annualized dividend and a dividend yield of 2.2%. QUALCOMM’s dividend payout ratio (DPR) is currently 72.80%.

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.