Qualcomm Incorporated $QCOM Shares Sold by Advisors Management Group Inc. ADV

Advisors Management Group Inc. ADV lessened its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 38.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,932 shares of the wireless technology company’s stock after selling 8,633 shares during the quarter. Advisors Management Group Inc. ADV’s holdings in Qualcomm were worth $2,383,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently made changes to their positions in QCOM. Westerkirk Capital Inc. purchased a new stake in shares of Qualcomm during the second quarter worth approximately $4,539,000. MASTERINVEST Kapitalanlage GmbH acquired a new position in Qualcomm during the 2nd quarter worth approximately $3,896,000. Inscription Capital LLC grew its holdings in Qualcomm by 58.1% during the 3rd quarter. Inscription Capital LLC now owns 13,055 shares of the wireless technology company’s stock worth $2,172,000 after acquiring an additional 4,799 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in shares of Qualcomm by 1.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,004,339 shares of the wireless technology company’s stock valued at $167,082,000 after purchasing an additional 16,738 shares during the last quarter. Finally, Simplify Asset Management Inc. purchased a new stake in shares of Qualcomm in the 3rd quarter valued at approximately $725,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Wall Street Analysts Forecast Growth

QCOM has been the subject of a number of recent analyst reports. Cantor Fitzgerald decreased their price target on Qualcomm from $185.00 to $160.00 and set a “neutral” rating for the company in a report on Monday, February 2nd. Argus cut 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. 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. Evercore reduced their price target on shares of Qualcomm from $157.00 to $134.00 and set an “in-line” rating for the company in a research report on Thursday, February 5th. Finally, Seaport Research Partners restated a “sell” rating and issued a $100.00 price objective on shares of Qualcomm in a research note on Monday, March 16th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, Qualcomm currently has a consensus rating of “Hold” and an average target price of $165.14.

Insider Transactions at Qualcomm

In other news, EVP Akash J. Palkhiwala sold 3,333 shares of the business’s 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 transaction, the executive vice president directly owned 35,599 shares in the company, valued at $4,900,202.35. The trade was a 8.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Heather S. Ace sold 3,200 shares of the 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 directly owned 16,393 shares of the company’s stock, valued at $2,245,841. This represents a 16.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 9,866 shares of company stock worth $1,474,796. Company insiders own 0.05% of the company’s stock.

More Qualcomm News

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 Down 2.6%

QCOM opened at $127.11 on Friday. The company has a market cap of $135.63 billion, a PE ratio of 26.26 and a beta of 1.25. 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 business has a 50 day moving average price of $141.12 and a two-hundred day moving average price of $160.27. Qualcomm Incorporated has a 52 week low of $120.80 and a 52 week high of $205.95.

Qualcomm (NASDAQ:QCOM) last released its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, topping the consensus estimate 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 prior year, the business earned $3.41 earnings per share. 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, research analysts anticipate that Qualcomm Incorporated will post 9.39 EPS for the current year.

Qualcomm Dividend Announcement

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

Qualcomm announced that its Board of Directors has approved a stock repurchase program on Tuesday, March 17th that authorizes the company to buyback $20.00 billion in outstanding shares. This buyback authorization authorizes the wireless technology company to purchase up to 14.5% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s board believes its shares are undervalued.

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.