Qualcomm Incorporated $QCOM Shares Acquired by Coldstream Capital Management Inc.

Coldstream Capital Management Inc. boosted its position in Qualcomm Incorporated (NASDAQ:QCOM) by 17.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 37,318 shares of the wireless technology company’s stock after acquiring an additional 5,427 shares during the quarter. Coldstream Capital Management Inc.’s holdings in Qualcomm were worth $6,208,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in QCOM. Harbor Capital Advisors Inc. increased its position in shares of Qualcomm by 72.2% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock valued at $26,000 after purchasing an additional 65 shares during the last quarter. Cloud Capital Management LLC acquired a new stake in shares of Qualcomm in the 3rd quarter valued at $27,000. Winnow Wealth LLC purchased a new stake in shares of Qualcomm during the 2nd quarter worth $32,000. Lavaca Capital LLC acquired a new position in shares of Qualcomm during the second quarter worth $32,000. Finally, Guerra Advisors Inc acquired a new position in shares of Qualcomm during the third quarter worth $39,000. Hedge funds and other institutional investors own 74.35% of the company’s stock.

Insider Buying and Selling at Qualcomm

In related news, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $137.00, for a total transaction of $438,400.00. Following the transaction, the executive vice president owned 16,393 shares of the company’s stock, valued at $2,245,841. This trade represents a 16.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Akash J. Palkhiwala sold 3,333 shares of the stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $137.65, for a total value of $458,787.45. Following the sale, the executive vice president directly owned 35,599 shares of the company’s stock, valued at $4,900,202.35. The trade was a 8.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 12,404 shares of company stock worth $1,921,357 over the last three months. 0.05% of the stock is currently owned by insiders.

Qualcomm Stock Down 0.9%

Qualcomm stock opened at $130.47 on Thursday. Qualcomm Incorporated has a fifty-two week low of $120.80 and a fifty-two week high of $205.95. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51. The company has a market capitalization of $139.21 billion, a P/E ratio of 26.96 and a beta of 1.25. The stock has a 50-day simple moving average of $146.59 and a 200-day simple moving average of $161.74.

Qualcomm (NASDAQ:QCOM) 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. The company had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.16 billion. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The firm’s revenue for the quarter was up 4.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.41 earnings per share. 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 year.

Qualcomm declared that its Board of Directors has initiated a stock repurchase plan on Tuesday, March 17th that permits the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization permits the wireless technology company to repurchase up to 14.5% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board believes its stock is undervalued.

Qualcomm Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors 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 yield of 2.7%. Qualcomm’s dividend payout ratio is currently 73.55%.

Qualcomm News Roundup

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Board approves a new $20.0 billion, open‑ended stock repurchase authorization (in addition to ≈$2.1B remaining from Nov‑2024 program); company says timing/size will depend on market conditions — a large buyback (RTT/press coverage estimates ~14.5% of shares) signals management confidence and is usually supportive of the share price. Article Title
• Positive Sentiment: Company raised its dividend (annualized payout reported at $3.68), increasing shareholder yield alongside the buyback — further evidence management is prioritizing returns. Article Title
• Positive Sentiment: Bullish investors point out the buyback + dividend and continued beat-and-raise style earnings as signs Qualcomm may be undervalued, especially versus higher‑multiple peers; some investors/analysts are therefore using weakness to add exposure. Article Title
• Neutral Sentiment: Peer comparison pieces (e.g., Corning vs Qualcomm) highlight that other 5G/optics names may offer stronger near‑term growth or AI tailwinds, suggesting investors are weighing alternate ways to play the 5G/AI cycle. Article Title
• Negative Sentiment: Seaport Research Partners (and other street analysts) issued downgrades and set a street‑low $100 price target, citing slowing smartphone volumes, longer upgrade cycles, memory/component supply issues, and intensifying competition — these notes are pressuring the stock despite the capital returns news. Article Title
• Negative Sentiment: Recent analyst downgrades and media pieces flag that the stock has already suffered meaningful YTD losses and could face more downside if smartphone demand and margin pressure persist — short‑to‑medium term growth concerns are outweighing the buyback headline for some investors. Article Title

Wall Street Analyst Weigh In

A number of research firms have weighed in on QCOM. Citigroup restated a “neutral” rating on shares of Qualcomm in a research note on Thursday, January 15th. Daiwa Securities Group cut Qualcomm from an “outperform” rating to a “neutral” rating and set a $140.00 price objective for the company. in a research report on Wednesday, February 11th. Royal Bank Of Canada dropped their price objective on Qualcomm from $180.00 to $150.00 and set a “sector perform” rating on the stock in a report on Thursday, February 5th. UBS Group reissued a “neutral” rating on shares of Qualcomm in a research report on Monday, February 2nd. Finally, TD Cowen decreased their target price on Qualcomm from $190.00 to $150.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $168.00.

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.