Candriam S.C.A. Has $56.71 Million Stock Holdings in QUALCOMM Incorporated $QCOM

Candriam S.C.A. cut its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 18.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 340,908 shares of the wireless technology company’s stock after selling 77,418 shares during the period. Candriam S.C.A.’s holdings in QUALCOMM were worth $56,713,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC lifted its stake in shares of QUALCOMM by 116.6% in the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after buying an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC increased its stake in QUALCOMM by 15.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock valued at $391,000 after acquiring an additional 340 shares during the period. Sivia Capital Partners LLC lifted its position in QUALCOMM by 44.3% in the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock worth $530,000 after purchasing an additional 1,020 shares during the period. JFS Wealth Advisors LLC lifted its holdings in shares of QUALCOMM by 16.4% during the 2nd quarter. JFS Wealth Advisors LLC now owns 1,691 shares of the wireless technology company’s stock worth $269,000 after acquiring an additional 238 shares during the period. Finally, Matrix Asset Advisors Inc. NY lifted its stake in QUALCOMM by 8.9% during the second quarter. Matrix Asset Advisors Inc. NY now owns 207,733 shares of the wireless technology company’s stock worth $33,083,000 after purchasing an additional 17,036 shares during the period. Institutional investors and hedge funds own 74.35% of the company’s stock.

Key Headlines Impacting QUALCOMM

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

Analysts Set New Price Targets

Several brokerages have recently commented on QCOM. Sanford C. Bernstein restated an “outperform” rating and issued a $200.00 target price on shares of QUALCOMM in a research note on Monday, February 2nd. Citigroup reiterated a “neutral” rating on shares of QUALCOMM in a research report on Thursday, January 15th. UBS Group reissued a “neutral” rating on shares of QUALCOMM in a research note on Monday, February 2nd. TD Cowen cut their target price on QUALCOMM from $190.00 to $150.00 and set a “buy” rating on the stock in a research note on Thursday. Finally, Robert W. Baird set a $177.00 price target on shares of QUALCOMM in a research report on Thursday. Ten research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, QUALCOMM has a consensus rating of “Hold” and an average target price of $167.68.

QUALCOMM Stock Up 0.8%

NASDAQ:QCOM opened at $137.34 on Monday. The company has a quick ratio of 1.83, a current ratio of 2.51 and a debt-to-equity ratio of 0.64. The stock’s 50 day moving average price is $167.14 and its two-hundred day moving average price is $165.00. QUALCOMM Incorporated has a twelve month low of $120.80 and a twelve month high of $205.95. The firm has a market capitalization of $146.54 billion, a price-to-earnings ratio of 28.38, a price-to-earnings-growth ratio of 6.08 and a beta of 1.22.

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

QUALCOMM Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be issued a $0.89 dividend. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $3.56 dividend on an annualized basis and a yield of 2.6%. QUALCOMM’s payout ratio is currently 73.55%.

Insider Buying and Selling at QUALCOMM

In related news, EVP Alexander H. Rogers sold 15,917 shares of the firm’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $178.01, for a total value of $2,833,385.17. Following the transaction, the executive vice president owned 26,071 shares in the company, valued at approximately $4,640,898.71. This trade represents a 37.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Ann C. Chaplin sold 7,180 shares of the stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $178.03, for a total transaction of $1,278,255.40. Following the sale, the executive vice president owned 23,944 shares in the company, valued at $4,262,750.32. This represents a 23.07% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 43,017 shares of company stock worth $7,462,875. 0.05% of the stock is currently owned by company insiders.

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.