Stratos Wealth Partners LTD. Has $20.87 Million Position in QUALCOMM Incorporated $QCOM

Stratos Wealth Partners LTD. grew its position in QUALCOMM Incorporated (NASDAQ:QCOM) by 5.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 125,443 shares of the wireless technology company’s stock after purchasing an additional 6,448 shares during the period. Stratos Wealth Partners LTD.’s holdings in QUALCOMM were worth $20,869,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in the company. Guinness Asset Management LTD raised its position in shares of QUALCOMM by 11.6% during the second quarter. Guinness Asset Management LTD now owns 55,410 shares of the wireless technology company’s stock worth $8,824,000 after purchasing an additional 5,779 shares during the period. CORDA Investment Management LLC. lifted its stake in QUALCOMM by 18.6% in the second quarter. CORDA Investment Management LLC. now owns 22,474 shares of the wireless technology company’s stock valued at $3,579,000 after buying an additional 3,524 shares in the last quarter. Westerkirk Capital Inc. acquired a new position in shares of QUALCOMM in the second quarter valued at approximately $4,539,000. MASTERINVEST Kapitalanlage GmbH bought a new stake in shares of QUALCOMM during the second quarter worth $3,896,000. Finally, Inscription Capital LLC raised its holdings in shares of QUALCOMM by 58.1% during the third 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 during the period. 74.35% of the stock is owned by institutional investors.

More QUALCOMM News

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: QCOM’s latest quarter beat expectations — $3.50 EPS and $12.25B revenue, with record strength in IoT and automotive and Q2 guidance set at $2.45–$2.65 — supporting the case that non‑handset end markets can cushion handset softness. Earnings/Analysis
• Positive Sentiment: U.S. tariff policy: the administration plans exemptions for some advanced semiconductor items — a development that could reduce near‑term cost/tariff risk for chip suppliers and OEM customers that use Qualcomm parts. Tariff Exemption
• Positive Sentiment: Technicals and analyst positioning: after a sharp pullback the stock is technically oversold and several analysts have refreshed bullish targets, creating a favorable risk/reward for some buyers (this is driving short‑term buying interest).
• Neutral Sentiment: Sector dynamics: peers (e.g., Intel’s AI/memory pivot) highlight strong AI demand but also ongoing supply/timing issues across the semiconductor supply chain — a theme that can amplify QCOM’s moves in either direction. Industry Context
• Neutral Sentiment: Corporate income return: Qualcomm recently declared its quarterly dividend (annualized yield ~2.6%), which supports income investors but doesn’t remove near‑term cyclical risks.
• Negative Sentiment: Memory shortage and OEM pullbacks: rising DRAM/HBM prices and constrained supply for AI data centers have tightened handset component availability and prompted OEMs to cut production plans — Qualcomm cited this as the primary driver of its softer guidance and recent share decline. Memory Headwind
• Negative Sentiment: Insider selling: an EVP sold 3,200 shares (disclosed via SEC filing), a transaction some investors view as a negative signal on near‑term insider conviction. SEC Filing: Insider Sale
• Negative Sentiment: Analyst downgrades / target cuts: several firms trimmed price targets and ratings after the guidance miss and memory commentary, which raises near‑term downside risk until visibility improves. Analyst Coverage Note

Wall Street Analyst Weigh In

Several analysts have issued reports on the company. Robert W. Baird set a $177.00 price target on QUALCOMM in a research note on Thursday, February 5th. Royal Bank Of Canada dropped their target price on QUALCOMM from $180.00 to $150.00 and set a “sector perform” rating on the stock in a research report on Thursday, February 5th. Piper Sandler reaffirmed an “overweight” rating and set a $200.00 price target on shares of QUALCOMM in a research report on Thursday, February 5th. Rosenblatt Securities lowered their price objective on shares of QUALCOMM from $225.00 to $190.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Finally, Sanford C. Bernstein reissued an “outperform” rating and issued a $200.00 price objective on shares of QUALCOMM in a research report on Monday, February 2nd. Ten investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $165.90.

Insider Activity

In other news, EVP Akash J. Palkhiwala sold 10,000 shares of the stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $175.12, for a total value of $1,751,200.00. Following the transaction, the executive vice president directly owned 44,803 shares of the company’s stock, valued at $7,845,901.36. This represents a 18.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 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 position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 46,217 shares of company stock valued at $7,901,275. 0.05% of the stock is owned by company insiders.

QUALCOMM Stock Up 0.8%

QUALCOMM stock opened at $140.09 on Wednesday. QUALCOMM Incorporated has a fifty-two week low of $120.80 and a fifty-two week high of $205.95. The firm has a market capitalization of $149.48 billion, a PE ratio of 28.94, a P/E/G ratio of 6.80 and a beta of 1.22. The company’s 50-day moving average is $165.94 and its 200-day moving average is $164.73. The company has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 1.83.

QUALCOMM (NASDAQ:QCOM) last posted its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, topping analysts’ consensus estimates of $3.38 by $0.12. The business 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%.QUALCOMM’s quarterly revenue was up 4.7% on a year-over-year basis. During the same quarter last year, the company posted $3.41 earnings per share. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. Sell-side analysts anticipate that QUALCOMM Incorporated will post 9.39 earnings per share for the current year.

QUALCOMM Dividend Announcement

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

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.