Bfsg LLC Boosts Stake in QUALCOMM Incorporated $QCOM

Bfsg LLC increased its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 10,948.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 7,071 shares of the wireless technology company’s stock after acquiring an additional 7,007 shares during the quarter. Bfsg LLC’s holdings in QUALCOMM were worth $1,176,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Harbor Capital Advisors Inc. grew its position in shares of QUALCOMM by 72.2% in the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock valued at $26,000 after purchasing an additional 65 shares in the last quarter. Chung Wu Investment Group LLC acquired a new position in QUALCOMM during the second quarter worth $32,000. Harbor Asset Planning Inc. purchased a new stake in QUALCOMM in the 2nd quarter valued at $32,000. Winnow Wealth LLC acquired a new stake in shares of QUALCOMM in the 2nd quarter worth $32,000. Finally, Lavaca Capital LLC acquired a new stake in shares of QUALCOMM in the 2nd quarter worth $32,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

QUALCOMM Trading Down 1.2%

Shares of NASDAQ QCOM opened at $159.42 on Monday. 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 $170.74 billion, a PE ratio of 32.60, a PEG ratio of 3.55 and a beta of 1.21. QUALCOMM Incorporated has a twelve month low of $120.80 and a twelve month high of $205.95. The stock has a fifty day simple moving average of $172.10 and a 200-day simple moving average of $165.67.

QUALCOMM (NASDAQ:QCOM) last announced its earnings results on Wednesday, November 5th. The wireless technology company reported $3.00 EPS for the quarter, beating analysts’ consensus estimates of $2.87 by $0.13. The company had revenue of $11.27 billion during 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%.QUALCOMM’s revenue for the quarter was up 10.0% on a year-over-year basis. During the same period last year, the business posted $2.69 EPS. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. On average, equities analysts forecast that QUALCOMM Incorporated will post 9.39 earnings per share for the current year.

QUALCOMM Announces Dividend

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

Insider Activity at QUALCOMM

In related news, CAO Patricia Y. Grech sold 203 shares of the stock in a transaction on Tuesday, December 2nd. The stock was sold at an average price of $170.00, for a total value of $34,510.00. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Ann C. Chaplin sold 7,180 shares of the firm’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $178.03, for a total value of $1,278,255.40. Following the sale, the executive vice president directly owned 23,944 shares in the company, valued at $4,262,750.32. This trade represents a 23.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 44,820 shares of company stock worth $7,883,482 over the last quarter. 0.08% of the stock is currently owned by insiders.

QUALCOMM News Roundup

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 Ratings Changes

Several research analysts have recently weighed in on QCOM shares. JPMorgan Chase & Co. boosted their price target on shares of QUALCOMM from $200.00 to $210.00 and gave the company an “overweight” rating in a research report on Tuesday, November 4th. Mizuho set a $175.00 target price on shares of QUALCOMM and gave the company a “neutral” rating in a report on Friday, January 9th. Bank of America increased their price target on shares of QUALCOMM from $200.00 to $215.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. TD Cowen raised their price target on shares of QUALCOMM from $185.00 to $205.00 and gave the stock a “buy” rating in a report on Thursday, November 6th. Finally, Citigroup reiterated a “neutral” rating on shares of QUALCOMM in a report on Thursday. Eleven equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $191.28.

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.