Elevatus Welath Management Takes Position in Qualcomm Incorporated $QCOM

Elevatus Welath Management purchased a new position in Qualcomm Incorporated (NASDAQ:QCOM) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 18,489 shares of the wireless technology company’s stock, valued at approximately $3,163,000.

Several other large investors have also added to or reduced their stakes in QCOM. Brighton Jones LLC raised its holdings in Qualcomm by 116.6% in the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after purchasing an additional 9,343 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Qualcomm by 15.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock valued at $391,000 after purchasing an additional 340 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Qualcomm by 44.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock valued at $530,000 after purchasing an additional 1,020 shares in the last quarter. GM Advisory Group LLC purchased a new position in shares of Qualcomm during the second quarter valued at about $764,000. Finally, Johnson Financial Group Inc. increased its position in shares of Qualcomm by 52.2% during the second quarter. Johnson Financial Group Inc. now owns 3,598 shares of the wireless technology company’s stock valued at $573,000 after buying an additional 1,234 shares during the period. Institutional investors own 74.35% of the company’s stock.

Insider Transactions at Qualcomm

In related news, EVP Akash J. Palkhiwala sold 3,333 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $137.65, for a total transaction of $458,787.45. Following the sale, the executive vice president directly owned 35,599 shares of the company’s stock, valued at approximately $4,900,202.35. This represents a 8.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Heather S. Ace sold 3,200 shares of the firm’s 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 sale, the executive vice president owned 16,393 shares of the company’s stock, valued at approximately $2,245,841. This represents a 16.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 9,866 shares of company stock worth $1,474,796. 0.05% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several brokerages have commented on QCOM. Argus lowered their price objective on shares of Qualcomm from $205.00 to $180.00 and set a “buy” rating for the company in a report on Friday, February 6th. DZ Bank upgraded Qualcomm to a “strong-buy” rating in a report on Tuesday, February 10th. UBS Group reissued a “neutral” rating on shares of Qualcomm in a research report on Monday, February 2nd. Daiwa Securities Group cut Qualcomm from an “outperform” rating to a “neutral” rating and set a $140.00 target price for the company. in a research note on Wednesday, February 11th. Finally, Robert W. Baird set a $177.00 price target on Qualcomm in a research report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $165.14.

Trending Headlines about Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Clarivate AI50 recognition highlights Qualcomm’s leadership in AI-related tech — a positive credibility signal for longer-term growth in AI chips and platform licensing. Qualcomm Weighs ParkerVision Patent Appeal Against Growing AI50 Recognition
• Positive Sentiment: Increased investor attention flagged by Zacks suggests higher trader interest and volume flows may follow, which can amplify short-term moves. QUALCOMM Incorporated (QCOM) is Attracting Investor Attention: Here is What You Should Know
• Positive Sentiment: Qualcomm recently reported a quarterly EPS beat and provided Q2 guidance — a fundamental support for the stock despite near-term headwinds.
• Neutral Sentiment: Aggregate analyst coverage shows mixed views (roughly equal buy/hold/sell split), which can limit a decisive directional consensus among institutional holders. Qualcomm Incorporated (NASDAQ:QCOM) Receives Consensus Rating of “Hold” from Brokerages
• Neutral Sentiment: Analyst rating shifts tied to indices and Nasdaq composition changes have generated chatter but are more technical than company-specific catalysts. Qualcomm (NASDAQ:QCOM) Draws Mixed Ratings Amid Nasdaq Composite Shifts
• Negative Sentiment: Sanford C. Bernstein downgraded QCOM to Market Perform and cut the price target to $140 (from $175), citing memory-related headwinds and that expectations appear too high — a key near-term negative for sentiment and positioning. Bernstein Lowers Qualcomm (QCOM) PT, Says Expectations “Now Appear Much Too High”
• Negative Sentiment: Erste Group trimmed FY2026 and FY2027 EPS estimates modestly — an indicator of slightly softened near-term profit expectations from at least one sell‑side shop. MarketBeat Qualcomm page (Erste estimate note)
• Negative Sentiment: A ParkerVision appeal could reopen aspects of long-running patent litigation — a legal overhang that introduces uncertainty and potential downside risk if trials or rulings shift. Qualcomm Weighs ParkerVision Patent Appeal Against Growing AI50 Recognition

Qualcomm Stock Performance

Qualcomm stock opened at $127.11 on Friday. Qualcomm Incorporated has a twelve month low of $120.80 and a twelve month high of $205.95. The company has a quick ratio of 1.83, a current ratio of 2.51 and a debt-to-equity ratio of 0.64. The company has a market capitalization of $135.63 billion, a P/E ratio of 26.26 and a beta of 1.25. The stock’s 50 day moving average is $141.12 and its 200 day moving average is $160.26.

Qualcomm (NASDAQ:QCOM) last announced 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 return on equity of 44.09% and a net margin of 11.96%.The business had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.16 billion. During the same quarter in the previous year, the business earned $3.41 earnings per share. The firm’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. On average, equities research analysts predict that Qualcomm Incorporated will post 9.39 earnings per share for the current fiscal year.

Qualcomm declared that its Board of Directors has authorized a share repurchase program on Tuesday, March 17th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the wireless technology company to repurchase up to 14.5% of its stock through open market purchases. Stock repurchase programs are often an indication that the company’s leadership believes its shares are undervalued.

Qualcomm Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th were given a $0.89 dividend. This represents a $3.56 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend was Thursday, March 5th. Qualcomm’s payout ratio is currently 73.55%.

Qualcomm Company 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.