ABN Amro Investment Solutions Cuts Position in QUALCOMM Incorporated $QCOM

ABN Amro Investment Solutions lessened its position in QUALCOMM Incorporated (NASDAQ:QCOM) by 13.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 90,930 shares of the wireless technology company’s stock after selling 14,281 shares during the quarter. ABN Amro Investment Solutions’ holdings in QUALCOMM were worth $15,127,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in QCOM. Vanguard Group Inc. raised its holdings in shares of QUALCOMM by 0.3% during the 2nd quarter. Vanguard Group Inc. now owns 114,659,269 shares of the wireless technology company’s stock valued at $18,260,635,000 after buying an additional 290,799 shares in the last quarter. State Street Corp boosted its stake in QUALCOMM by 0.8% in 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 in the last quarter. Norges Bank bought a new position in QUALCOMM during the second quarter valued at approximately $2,713,603,000. Amundi raised its stake 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 worth $1,866,451,000 after acquiring an additional 3,186,524 shares in the last quarter. Finally, Legal & General Group Plc lifted its holdings in shares of QUALCOMM by 0.8% in the 2nd quarter. Legal & General Group Plc now owns 9,168,731 shares of the wireless technology company’s stock worth $1,460,212,000 after acquiring an additional 74,243 shares during the last quarter. Hedge funds and other institutional investors own 74.35% of the company’s stock.

Insiders Place Their Bets

In other news, EVP Ann C. Chaplin sold 7,180 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president owned 23,944 shares in the company, valued at $4,262,750.32. This trade represents a 23.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Patricia Y. Grech sold 203 shares of QUALCOMM stock in a transaction that occurred on Tuesday, December 2nd. The shares were sold at an average price of $170.00, for a total value of $34,510.00. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 46,217 shares of company stock valued at $7,901,275 over the last ninety days. 0.05% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of brokerages have recently issued reports on QCOM. Daiwa Securities Group cut shares of QUALCOMM from an “outperform” rating to a “neutral” rating and set a $140.00 price objective for the company. in a research note on Wednesday. Mizuho cut their price target on shares of QUALCOMM from $160.00 to $140.00 and set a “neutral” rating for the company in a research report on Thursday, February 5th. Cantor Fitzgerald reduced their price objective on QUALCOMM from $185.00 to $160.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Wells Fargo & Company lowered their target price on QUALCOMM from $165.00 to $135.00 and set an “underweight” rating for the company in a research note on Thursday, February 5th. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $200.00 target price on shares of QUALCOMM in a report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, QUALCOMM currently has an average rating of “Hold” and an average price target of $164.67.

QUALCOMM Price Performance

Shares of QUALCOMM stock opened at $140.70 on Friday. The business has a 50 day moving average of $163.86 and a 200 day moving average of $164.26. QUALCOMM Incorporated has a 52 week low of $120.80 and a 52 week high of $205.95. The company has a market cap of $150.13 billion, a PE ratio of 29.07, a P/E/G ratio of 6.97 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 (NASDAQ:QCOM) last issued its quarterly earnings data 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 11.96% and a return on equity of 44.09%. The business had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.16 billion. During the same period in the previous year, the firm earned $3.41 EPS. The company’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, equities research analysts forecast that QUALCOMM Incorporated will post 9.39 earnings per share for the current year.

QUALCOMM Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be given a dividend of $0.89 per share. The ex-dividend date is Thursday, March 5th. This represents a $3.56 annualized dividend and a dividend yield of 2.5%. QUALCOMM’s payout ratio is currently 73.55%.

QUALCOMM News Roundup

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: MarketBeat argues Qualcomm’s pullback has set up an attractive risk/reward: technicals are deeply oversold and several analysts have raised price targets (some near $200), implying sizable upside if sentiment stabilizes. 2 Reasons Qualcomm’s Risk/Reward Is Now Red Hot
• Positive Sentiment: A Yahoo piece contends the company’s recent earnings are “soft” but ultimately better than they appear — highlighting the EPS beat and resilient revenue versus the headline guidance cut, which helps explain why some investors are buying the dip. QUALCOMM’s (NASDAQ:QCOM) Soft Earnings Are Actually Better Than They Appear
• Positive Sentiment: DZ Bank upgraded QCOM to “strong-buy,” a formal analyst vote of confidence that supports the rebound narrative. Zacks
• Neutral Sentiment: The Motley Fool included Qualcomm in a broader “best stocks to buy” discussion, suggesting the market may be overestimating the duration of weakness — helpful context but not an immediate catalyst. The Best Stocks to Buy With $1,000 Right Now
• Neutral Sentiment: Kalkine reviews QCOM’s positioning within the evolving Nasdaq tech index — useful for longer-term index-flow considerations but unclear near-term impact on the share price. What Next for QUALCOMM (NASDAQ:QCOM) in the Nasdaq Index Tech Evolution?
• Negative Sentiment: Yahoo asks whether Qualcomm can fall further after an ~18% slide this year, pointing to the guidance miss, handset exposure and reduced visibility that triggered the pullback — reminders of the main downside risks. How Much Further Will Qualcomm Fall After 18% Slide This Year?
• Negative Sentiment: Daiwa cut QCOM from “strong-buy” to “hold,” reflecting analyst caution and adding pressure to sentiment despite offsetting bullish notes from other firms. Zacks

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.