Qualcomm Incorporated $QCOM Stock Position Lifted by Barrow Hanley Mewhinney & Strauss LLC

Posted by Defense World Staff on Mar 11th, 2026

Barrow Hanley Mewhinney & Strauss LLC boosted its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 2.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,946,237 shares of the wireless technology company’s stock after acquiring an additional 99,270 shares during the quarter. Qualcomm accounts for about 2.1% of Barrow Hanley Mewhinney & Strauss LLC’s investment portfolio, making the stock its 6th largest holding. Barrow Hanley Mewhinney & Strauss LLC owned approximately 0.37% of Qualcomm worth $656,496,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also bought and sold shares of QCOM. Harbor Capital Advisors Inc. grew its holdings in Qualcomm by 72.2% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after acquiring an additional 65 shares during the last quarter. Cloud Capital Management LLC bought a new stake in shares of Qualcomm in the third quarter worth about $27,000. Winnow Wealth LLC bought a new position in Qualcomm during the 2nd quarter valued at approximately $32,000. Lavaca Capital LLC purchased a new stake in Qualcomm in the 2nd quarter worth approximately $32,000. Finally, Howard Hughes Medical Institute bought a new stake in shares of Qualcomm in the 2nd quarter worth approximately $38,000. 74.35% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

Positive Sentiment: Qualcomm announced a partnership with Wayve to accelerate AI‑powered automated driving systems, highlighting a push into automotive autonomy that could diversify revenue beyond handsets. Qualcomm, Wayve partner to accelerate AI-powered self-driving system rollout
Positive Sentiment: Expanded collaboration with T‑Mobile on evolving from 5G Advanced toward 6G reinforces Qualcomm’s leadership in wireless infrastructure and future chipset demand cycles. QUALCOMM, Inc. (QCOM) and T-Mobile Expand Strategic Collaboration to Expedite the Industry’s Evolution from 5G Advanced to 6G
Positive Sentiment: Partnerships with robotics/physical‑AI players (e.g., Neura Robotics) show Qualcomm is expanding into new AI hardware markets that could support longer‑term growth beyond smartphones. Qualcomm’s partnership with Neura Robotics is just the beginning
Neutral Sentiment: Market commentary (bull and bear) is circulating — some view the pullback as a long‑term buying opportunity given Qualcomm’s cash flow and patent/royalty businesses, while others note handset memory and cyclical headwinds. Qualcomm’s Buy Thesis Remains Structurally Sound Despite Handset/Memory Headwinds
Negative Sentiment: Bank of America reinstated coverage with an Underperform rating and warned of weak growth prospects and the risk of losing Apple business — a high‑profile call that pressured the stock and prompted investor risk‑repricing. Qualcomm Stock Tumbles — BofA Warns on Apple Exit and Weak Growth
Negative Sentiment: Additional analyst notes stressed competitive pressures and customer concentration risk (Apple exposure), reinforcing near‑term caution despite the company’s positive strategic announcements. Qualcomm faces loss of Apple business, competitive pressures, says Bank of America

Qualcomm Price Performance

Shares of NASDAQ QCOM opened at $135.20 on Wednesday. The company has a 50 day moving average of $151.94 and a 200 day moving average of $162.95. 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. The firm has a market cap of $144.26 billion, a P/E ratio of 27.93, a PEG ratio of 6.90 and a beta of 1.25.

Qualcomm (NASDAQ:QCOM – Get Free Report) last issued its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share 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 company had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.16 billion. During the same quarter in the prior year, the firm earned $3.41 earnings per share. The firm’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. As a group, research analysts expect that Qualcomm Incorporated will post 9.39 EPS for the current fiscal year.

Qualcomm Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Investors 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 annualized dividend and a yield of 2.6%. Qualcomm’s dividend payout ratio is currently 73.55%.

Insiders Place Their Bets

In related news, EVP Ann C. Chaplin sold 7,180 shares of the firm’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $178.03, for a total transaction of $1,278,255.40. Following the completion of the transaction, the executive vice president directly owned 23,944 shares of the company’s stock, valued at approximately $4,262,750.32. This trade represents a 23.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $137.00, for a total transaction of $438,400.00. Following the transaction, the executive vice president directly owned 16,393 shares of the company’s stock, valued at $2,245,841. This trade represents a 16.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 45,501 shares of company stock worth $7,784,198. 0.05% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on QCOM. Argus cut their price target on shares of Qualcomm from $205.00 to $180.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Rosenblatt Securities cut their target price on shares of Qualcomm from $225.00 to $190.00 and set a “buy” rating on the stock in a research note on Thursday, February 5th. Mizuho decreased their price target on shares of Qualcomm from $160.00 to $140.00 and set a “neutral” rating for the company in a research note on Thursday, February 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Qualcomm in a research report on Monday, December 29th. Finally, DZ Bank raised Qualcomm to a “strong-buy” rating in a research report on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, Qualcomm has an average rating of “Hold” and a consensus price target of $168.00.

Check Out Our Latest Stock Analysis on Qualcomm

Qualcomm Profile

(Free Report)

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.