Baader Bank Aktiengesellschaft Sells 29,503 Shares of QUALCOMM Incorporated $QCOM

Baader Bank Aktiengesellschaft decreased its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 39.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 45,357 shares of the wireless technology company’s stock after selling 29,503 shares during the period. Baader Bank Aktiengesellschaft’s holdings in QUALCOMM were worth $7,543,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Norges Bank bought a new stake in QUALCOMM during the second quarter worth about $2,713,603,000. Amundi grew its holdings in shares of QUALCOMM by 38.2% during the second 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 last quarter. Viking Global Investors LP raised its holdings in QUALCOMM by 120.1% in 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 acquiring an additional 1,720,529 shares during the last quarter. Rafferty Asset Management LLC increased 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 worth $703,675,000 after purchasing an additional 1,641,068 shares in the last quarter. Finally, Worldquant Millennium Advisors LLC raised its stake 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 worth $179,970,000 after purchasing an additional 786,110 shares during the last quarter. 74.35% of the stock is owned by institutional investors.

Insider Buying and Selling at QUALCOMM

In related news, EVP Akash J. Palkhiwala sold 3,333 shares of QUALCOMM stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $137.65, for a total transaction of $458,787.45. Following the sale, the executive vice president owned 35,599 shares of the company’s stock, valued at approximately $4,900,202.35. This trade represents a 8.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Alexander H. Rogers sold 15,917 shares of QUALCOMM stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $178.01, for a total transaction of $2,833,385.17. Following the completion of the sale, the executive vice president owned 26,071 shares in the company, valued at approximately $4,640,898.71. This represents a 37.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 46,217 shares of company stock valued at $7,901,275. 0.05% of the stock is currently owned by corporate insiders.

QUALCOMM Stock Up 0.8%

QCOM stock opened at $140.09 on Wednesday. The business’s 50-day moving average price is $165.94 and its 200-day moving average price is $164.73. The stock has a market cap of $149.48 billion, a P/E ratio of 28.94, a PEG ratio of 6.80 and a beta of 1.22. The company has a quick ratio of 1.83, a current ratio of 2.51 and a debt-to-equity ratio of 0.64. QUALCOMM Incorporated has a twelve month low of $120.80 and a twelve month high of $205.95.

QUALCOMM (NASDAQ:QCOM) last issued 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 business had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.16 billion. QUALCOMM had a net margin of 11.96% and a return on equity of 44.09%. The company’s revenue for the quarter was up 4.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.41 earnings per share. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. On average, equities research analysts forecast that QUALCOMM Incorporated will post 9.39 EPS for the current year.

QUALCOMM Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be paid a $0.89 dividend. This represents a $3.56 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date is Thursday, March 5th. QUALCOMM’s dividend payout ratio is presently 73.55%.

QUALCOMM News Summary

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: QCOM’s latest quarter beat expectations — $3.50 EPS and $12.25B revenue, with record strength in IoT and automotive and Q2 guidance set at $2.45–$2.65 — supporting the case that non‑handset end markets can cushion handset softness. Earnings/Analysis
• Positive Sentiment: U.S. tariff policy: the administration plans exemptions for some advanced semiconductor items — a development that could reduce near‑term cost/tariff risk for chip suppliers and OEM customers that use Qualcomm parts. Tariff Exemption
• Positive Sentiment: Technicals and analyst positioning: after a sharp pullback the stock is technically oversold and several analysts have refreshed bullish targets, creating a favorable risk/reward for some buyers (this is driving short‑term buying interest).
• Neutral Sentiment: Sector dynamics: peers (e.g., Intel’s AI/memory pivot) highlight strong AI demand but also ongoing supply/timing issues across the semiconductor supply chain — a theme that can amplify QCOM’s moves in either direction. Industry Context
• Neutral Sentiment: Corporate income return: Qualcomm recently declared its quarterly dividend (annualized yield ~2.6%), which supports income investors but doesn’t remove near‑term cyclical risks.
• Negative Sentiment: Memory shortage and OEM pullbacks: rising DRAM/HBM prices and constrained supply for AI data centers have tightened handset component availability and prompted OEMs to cut production plans — Qualcomm cited this as the primary driver of its softer guidance and recent share decline. Memory Headwind
• Negative Sentiment: Insider selling: an EVP sold 3,200 shares (disclosed via SEC filing), a transaction some investors view as a negative signal on near‑term insider conviction. SEC Filing: Insider Sale
• Negative Sentiment: Analyst downgrades / target cuts: several firms trimmed price targets and ratings after the guidance miss and memory commentary, which raises near‑term downside risk until visibility improves. Analyst Coverage Note

Analysts Set New Price Targets

Several equities research analysts recently commented on QCOM shares. JPMorgan Chase & Co. reduced their price objective on QUALCOMM from $195.00 to $185.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Piper Sandler reaffirmed an “overweight” rating and issued a $200.00 target price on shares of QUALCOMM in a research report on Thursday, February 5th. Bank of America downgraded QUALCOMM from a “buy” rating to a “neutral” rating and set a $155.00 price target on the stock. in a research note on Thursday, February 5th. Wall Street Zen cut QUALCOMM from a “buy” rating to a “hold” rating in a research report on Tuesday, December 9th. Finally, Argus dropped their target price on QUALCOMM from $205.00 to $180.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Ten analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, QUALCOMM currently has an average rating of “Hold” and a consensus price target of $165.90.

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.