Campbell & CO Investment Adviser LLC Decreases Stock Holdings in QUALCOMM Incorporated $QCOM

Campbell & CO Investment Adviser LLC cut its stake in QUALCOMM Incorporated (NASDAQ:QCOM) by 60.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,620 shares of the wireless technology company’s stock after selling 9,994 shares during the quarter. Campbell & CO Investment Adviser LLC’s holdings in QUALCOMM were worth $1,101,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in QCOM. waypoint wealth counsel grew its holdings in shares of QUALCOMM by 2.2% in the third quarter. waypoint wealth counsel now owns 2,863 shares of the wireless technology company’s stock worth $476,000 after acquiring an additional 61 shares during the period. Baron Wealth Management LLC grew its stake in shares of QUALCOMM by 4.5% during the 3rd quarter. Baron Wealth Management LLC now owns 1,431 shares of the wireless technology company’s stock valued at $238,000 after purchasing an additional 62 shares during the period. Avion Wealth increased its position in shares of QUALCOMM by 16.7% during the 2nd quarter. Avion Wealth now owns 441 shares of the wireless technology company’s stock valued at $70,000 after purchasing an additional 63 shares during the last quarter. Insight Advisors LLC PA increased its holdings in QUALCOMM by 1.8% during the second quarter. Insight Advisors LLC PA now owns 3,488 shares of the wireless technology company’s stock valued at $556,000 after buying an additional 63 shares during the last quarter. Finally, Elser Financial Planning Inc raised its position in QUALCOMM by 3.7% in the third quarter. Elser Financial Planning Inc now owns 1,759 shares of the wireless technology company’s stock worth $297,000 after acquiring an additional 63 shares during the period. Hedge funds and other institutional investors own 74.35% of the company’s stock.

Insider Buying and Selling at QUALCOMM

In other news, EVP Akash J. Palkhiwala sold 3,333 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $173.30, for a total value of $577,608.90. Following the completion of the sale, the executive vice president directly owned 38,932 shares of the company’s stock, valued at $6,746,915.60. This trade represents a 7.89% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Alexander H. Rogers sold 15,917 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $178.01, for a total value of $2,833,385.17. Following the transaction, the executive vice president directly owned 26,071 shares in the company, valued at approximately $4,640,898.71. This represents a 37.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 44,820 shares of company stock valued at $7,883,482. Corporate insiders own 0.08% of the company’s stock.

QUALCOMM Stock Performance

NASDAQ QCOM opened at $159.42 on Monday. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.82 and a quick ratio of 2.10. QUALCOMM Incorporated has a 1-year low of $120.80 and a 1-year high of $205.95. The business has a 50 day simple moving average of $172.10 and a two-hundred day simple moving average of $165.67. The stock has a market capitalization of $170.74 billion, a PE ratio of 32.60, a P/E/G ratio of 3.55 and a beta of 1.21.

QUALCOMM (NASDAQ:QCOM) last posted its earnings results on Wednesday, November 5th. The wireless technology company reported $3.00 earnings per share for the quarter, beating analysts’ consensus estimates of $2.87 by $0.13. QUALCOMM had a net margin of 12.51% and a return on equity of 43.22%. The firm had revenue of $11.27 billion during the quarter, compared to analyst estimates of $10.74 billion. During the same period last year, the firm posted $2.69 earnings per share. QUALCOMM’s revenue for the quarter was up 10.0% compared to the same quarter last year. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. On average, research analysts predict that QUALCOMM Incorporated will post 9.39 EPS for the current fiscal year.

QUALCOMM Dividend Announcement

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

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

Wall Street Analysts Forecast Growth

Several research firms have recently commented on QCOM. Bank of America upped their price objective on QUALCOMM from $200.00 to $215.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Susquehanna set a $210.00 price objective on QUALCOMM in a research note on Thursday, November 6th. Piper Sandler increased their target price on shares of QUALCOMM from $175.00 to $200.00 and gave the stock an “overweight” rating in a report on Thursday, November 6th. TD Cowen upped their price target 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. Finally, Rosenblatt Securities restated a “buy” rating and set a $225.00 target price on shares of QUALCOMM in a research note on Thursday, November 6th. Eleven investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, QUALCOMM presently has a consensus rating of “Hold” and a consensus target price of $191.28.

About QUALCOMM

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.