QUALCOMM Incorporated $QCOM Shares Purchased by Canada Post Corp Registered Pension Plan

Canada Post Corp Registered Pension Plan grew its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 86.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 33,906 shares of the wireless technology company’s stock after purchasing an additional 15,721 shares during the period. Canada Post Corp Registered Pension Plan’s holdings in QUALCOMM were worth $5,605,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Vanguard Group Inc. boosted its holdings in shares of QUALCOMM by 0.3% during the second quarter. Vanguard Group Inc. now owns 114,659,269 shares of the wireless technology company’s stock worth $18,260,635,000 after purchasing an additional 290,799 shares during the last quarter. State Street Corp lifted its position in QUALCOMM by 0.8% during the second quarter. State Street Corp now owns 53,667,047 shares of the wireless technology company’s stock worth $8,547,014,000 after buying an additional 420,352 shares during the period. Norges Bank acquired a new stake in QUALCOMM in the 2nd quarter worth about $2,713,603,000. Amundi grew its holdings in QUALCOMM by 38.2% in the 2nd quarter. Amundi now owns 11,533,094 shares of the wireless technology company’s stock valued at $1,866,451,000 after buying an additional 3,186,524 shares during the period. Finally, Legal & General Group Plc increased its stake in shares of QUALCOMM by 0.8% during the 2nd quarter. Legal & General Group Plc now owns 9,168,731 shares of the wireless technology company’s stock valued at $1,460,212,000 after acquiring an additional 74,243 shares during the last quarter. Institutional investors and hedge funds own 74.35% of the company’s stock.

QUALCOMM Trading Up 0.8%

NASDAQ:QCOM opened at $137.34 on Friday. The business’s 50-day moving average is $167.14 and its two-hundred day moving average is $164.91. The firm has a market capitalization of $146.54 billion, a PE ratio of 28.38, a price-to-earnings-growth ratio of 3.05 and a beta of 1.22. QUALCOMM Incorporated has a 12 month low of $120.80 and a 12 month high of $205.95. The company has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 2.10.

QUALCOMM (NASDAQ:QCOM) last issued its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, topping the consensus estimate of $3.38 by $0.12. The company had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. QUALCOMM had a return on equity of 44.09% and a net margin of 11.96%.The company’s revenue was up 4.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.41 earnings per share. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. Research analysts predict that QUALCOMM Incorporated will post 9.39 earnings per share for the current fiscal year.

QUALCOMM Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be paid a dividend of $0.89 per share. The ex-dividend date is Thursday, March 5th. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.6%. QUALCOMM’s dividend payout ratio (DPR) is currently 72.80%.

Insider Activity

In other QUALCOMM news, EVP Alexander H. Rogers sold 15,917 shares of the company’s stock in a transaction dated 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 completion of the transaction, the executive vice president directly owned 26,071 shares of the company’s stock, valued at $4,640,898.71. This represents a 37.91% decrease in their position. The transaction was disclosed in a filing 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 shares were sold at an average price of $178.03, for a total value of $1,278,255.40. Following the sale, the executive vice president owned 23,944 shares of the company’s stock, valued at $4,262,750.32. This represents a 23.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 43,017 shares of company stock valued at $7,462,875. 0.05% of the stock is currently owned by company insiders.

QUALCOMM News Summary

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Q1 beat — Qualcomm reported adjusted EPS of $3.50 and strong revenue in automotive/handsets, beating consensus and showing demand in non‑handset end markets. Qualcomm Surpasses Q1 Earnings
• Positive Sentiment: Analysts still see upside — Several firms cut price targets but kept positive stances (Argus lowered PT to $180, JPMorgan to $185, Rosenblatt reiterated buy), leaving multi‑dozen percent upside from current levels according to those shops; this supports short‑covering/relief buying. Analyst Price Target Changes
• Neutral Sentiment: Market view is mixed/hold consensus — Broker consensus sits around “Hold” as firms reassess forward visibility; that keeps headline analyst guidance fragmented and can sustain volatility until memory supply clarity arrives. Consensus Rating of Hold
• Neutral Sentiment: Technicals/positioning matter — Coverage notes Qualcomm has moved back to 2020 price levels and is extremely oversold; that can produce sharp, short‑term bounces even if fundamentals remain challenged. Qualcomm Is Back at 2020 Levels
• Negative Sentiment: Weak Q2 guidance driven by memory shortage — Management warned memory constraints will limit handset shipments and revenue in the near term; that outlook triggered the large post‑earnings drop and remains the main fundamental headwind. Memory Shortage Report
• Negative Sentiment: Analyst cuts and downgrades — Some firms (Evercore cut PT to $134, Bank of America moved to neutral) reduced forecasts after the cautious outlook, increasing near‑term downside risk if memory issues persist. Analyst Forecast Cuts
• Negative Sentiment: Volatility risk remains high — The combination of supply uncertainty, heavy post‑earnings selling, and mixed analyst views means QCOM can swing sharply; expect elevated intraday moves and headline sensitivity until memory supply trends or handset orders normalize. CNBC Coverage of Selloff

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on QCOM shares. TD Cowen decreased their target price on shares of QUALCOMM from $190.00 to $150.00 and set a “buy” rating on the stock in a research report on Thursday. JPMorgan Chase & Co. lowered their price objective on shares of QUALCOMM from $195.00 to $185.00 and set an “overweight” rating for the company in a research note on Thursday. UBS Group reaffirmed a “neutral” rating on shares of QUALCOMM in a research report on Monday. Argus lowered their price target on QUALCOMM from $205.00 to $180.00 and set a “buy” rating for the company in a research report on Friday. Finally, Wall Street Zen lowered QUALCOMM from a “buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Ten analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $167.68.

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.