Triglav Investments D.O.O. Grows Stake in QUALCOMM Incorporated $QCOM

Triglav Investments D.O.O. increased its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 17.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 44,974 shares of the wireless technology company’s stock after purchasing an additional 6,636 shares during the quarter. Triglav Investments D.O.O.’s holdings in QUALCOMM were worth $7,482,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in QCOM. Harbor Capital Advisors Inc. lifted its position in 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 acquiring an additional 65 shares during the last quarter. Cloud Capital Management LLC acquired a new stake in shares of QUALCOMM during the third quarter worth about $27,000. Harbor Asset Planning Inc. acquired a new stake in shares of QUALCOMM during the second quarter worth about $32,000. Winnow Wealth LLC purchased a new stake in shares of QUALCOMM in the 2nd quarter valued at about $32,000. Finally, Lavaca Capital LLC acquired a new stake in shares of QUALCOMM in the 2nd quarter valued at about $32,000. 74.35% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have commented on QCOM. Rosenblatt Securities reaffirmed a “buy” rating and set a $225.00 price target on shares of QUALCOMM in a research report on Thursday, November 6th. Royal Bank Of Canada began coverage on shares of QUALCOMM in a research report on Wednesday, January 14th. They set a “sector perform” rating and a $180.00 target price on the stock. Piper Sandler lifted their target price on shares of QUALCOMM from $175.00 to $200.00 and gave the company an “overweight” rating in a report on Thursday, November 6th. Wall Street Zen cut shares of QUALCOMM from a “buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Finally, Citigroup restated a “neutral” rating on shares of QUALCOMM in a research note on Thursday, January 15th. Eleven analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $188.50.

QUALCOMM Price Performance

QUALCOMM stock opened at $148.89 on Thursday. The company has a market cap of $159.02 billion, a P/E ratio of 30.45, a price-to-earnings-growth ratio of 3.29 and a beta of 1.22. QUALCOMM Incorporated has a one year low of $120.80 and a one year high of $205.95. The business has a fifty day moving average of $168.32 and a two-hundred day moving average of $165.27. The company has a debt-to-equity ratio of 0.70, a quick ratio of 2.10 and a current ratio of 2.82.

QUALCOMM (NASDAQ:QCOM) last issued its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.38 by $0.12. QUALCOMM had a net margin of 12.51% and a return on equity of 43.22%. The company had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.16 billion. During the same period last year, the company posted $3.41 earnings per share. The firm’s quarterly revenue was up 4.7% compared to the same quarter last year. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. As a group, analysts predict that QUALCOMM Incorporated will post 9.39 earnings per share for the current fiscal year.

QUALCOMM Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be paid 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 2.4%. QUALCOMM’s dividend payout ratio is presently 72.80%.

Insider Activity

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 stock was sold at an average price of $173.30, for a total value of $577,608.90. Following the completion of the transaction, the executive vice president directly owned 38,932 shares in the company, valued at approximately $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 accessible through this link. Also, insider Heather S. Ace sold 1,600 shares of the stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $172.87, for a total value of $276,592.00. Following the transaction, the insider owned 19,593 shares in the company, valued at $3,387,041.91. This trade represents a 7.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 44,820 shares of company stock valued at $7,883,482 in the last 90 days. Insiders own 0.05% of the company’s stock.

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

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.