Bessemer Group Inc. Has $195.26 Million Holdings in QUALCOMM Incorporated $QCOM

Bessemer Group Inc. raised its position in QUALCOMM Incorporated (NASDAQ:QCOM) by 23.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,173,745 shares of the wireless technology company’s stock after purchasing an additional 225,785 shares during the quarter. Bessemer Group Inc. owned 0.11% of QUALCOMM worth $195,264,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of QCOM. Norges Bank acquired a new position in QUALCOMM during the second quarter worth $2,713,603,000. Amundi lifted its position in QUALCOMM by 38.2% during the 2nd quarter. Amundi now owns 11,533,094 shares of the wireless technology company’s stock worth $1,866,451,000 after buying an additional 3,186,524 shares in the last quarter. Viking Global Investors LP boosted its stake in shares of QUALCOMM by 120.1% during the 2nd quarter. Viking Global Investors LP now owns 3,152,866 shares of the wireless technology company’s stock worth $502,125,000 after buying an additional 1,720,529 shares during the last quarter. Rafferty Asset Management LLC grew its holdings in shares of QUALCOMM by 59.1% in the 2nd quarter. Rafferty Asset Management LLC now owns 4,418,406 shares of the wireless technology company’s stock valued at $703,675,000 after acquiring an additional 1,641,068 shares in the last quarter. Finally, Worldquant Millennium Advisors LLC increased its position in shares of QUALCOMM by 228.6% in the second quarter. Worldquant Millennium Advisors LLC now owns 1,130,038 shares of the wireless technology company’s stock valued at $179,970,000 after acquiring an additional 786,110 shares during the last quarter. 74.35% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other QUALCOMM news, EVP Ann C. Chaplin sold 7,180 shares of the company’s stock in a transaction on 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 transaction, the executive vice president directly owned 23,944 shares of the company’s stock, valued at $4,262,750.32. This represents a 23.07% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Akash J. Palkhiwala sold 3,333 shares of QUALCOMM stock in a transaction 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 sale, the executive vice president directly owned 38,932 shares of the company’s stock, valued at $6,746,915.60. This represents a 7.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 44,820 shares of company stock worth $7,883,482 over the last three months. 0.05% of the stock is currently owned by corporate insiders.

QUALCOMM News Summary

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Q1 results beat consensus — QCOM reported $3.50 EPS and ~$12.25B revenue, topping estimates and showing year-over-year revenue growth, which validates current profitability. Qualcomm Q1 FY26 earnings results
• Positive Sentiment: Business diversification and cash-flow narrative — Coverage highlights Qualcomm’s expansion into Open RAN, AI for auto (Zenith) and data-center opportunities, which support longer-term growth beyond smartphones. Qualcomm Expands Beyond Handsets
• Neutral Sentiment: Full conference-call transcript and company materials are available for investors who want detail on product mix, customer inventory and channel commentary. Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Insider selling and institutional position changes noted in filings — Quiver Quantitative shows recent insider sales and large institutional portfolio moves that investors may watch for sentiment signals. Quiver Quantitative QCOM earnings & insider data
• Negative Sentiment: Soft Q2 guidance — Qualcomm gave Q2 EPS guidance of $2.45–$2.65 vs. consensus ~ $2.66 and revenue guidance of $10.2–$11.0B vs. consensus ~$11.1B, signaling near-term weakness and prompting repricing. Qualcomm forecasts below estimates
• Negative Sentiment: Memory-chip shortage headline — Management blamed a global memory supply shortage for weaker handset demand and the conservative guide, a concrete operational headwind for the smartphone-linked portion of revenue. WSJ: memory shortage dents outlook
• Negative Sentiment: Analyst reaction and price-target moves — Cantor Fitzgerald cut its price target and cited conservative guidance and potential market-share shifts, increasing near-term downside risk. Cantor Fitzgerald lowers PT
• Negative Sentiment: Immediate market response — Reports show the stock sold off after the guidance and memory-shortage disclosure, as traders moved to reprice expected earnings and revenue ahead. CNBC: stock sinks as memory shortage drags on forecast

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the company. Wall Street Zen downgraded QUALCOMM from a “buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Royal Bank Of Canada started coverage on shares of QUALCOMM in a research note on Wednesday, January 14th. They issued a “sector perform” rating and a $180.00 target price for the company. Piper Sandler boosted 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. Cantor Fitzgerald cut their price target on shares of QUALCOMM from $185.00 to $160.00 and set a “neutral” rating for the company in a research note on Monday. Finally, TD Cowen restated a “buy” rating on shares of QUALCOMM in a research note on Thursday, November 6th. Eleven equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $188.50.

QUALCOMM Stock Performance

NASDAQ QCOM opened at $148.89 on Thursday. The stock has a market cap of $159.02 billion, a PE ratio of 30.45, a P/E/G ratio of 3.29 and a beta of 1.22. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.10 and a current ratio of 2.82. The firm has a 50-day moving average of $168.32 and a 200-day moving average of $165.27. QUALCOMM Incorporated has a 52-week low of $120.80 and a 52-week high of $205.95.

QUALCOMM (NASDAQ:QCOM) last released its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, beating the consensus estimate of $3.38 by $0.12. The firm had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.16 billion. QUALCOMM had a net margin of 12.51% and a return on equity of 43.22%. The business’s revenue was up 4.7% on a year-over-year basis. During the same period in the prior year, the firm earned $3.41 EPS. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. On average, sell-side analysts anticipate that QUALCOMM Incorporated will post 9.39 EPS for the current year.

QUALCOMM Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be issued a dividend of $0.89 per share. This represents a $3.56 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Thursday, March 5th. QUALCOMM’s dividend payout ratio (DPR) is presently 72.80%.

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.