Assetmark Inc. Has $107.30 Million Stock Holdings in QUALCOMM Incorporated $QCOM

Assetmark Inc. cut its holdings in QUALCOMM Incorporated (NASDAQ:QCOM) by 1.3% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 644,960 shares of the wireless technology company’s stock after selling 8,725 shares during the quarter. Assetmark Inc. owned approximately 0.06% of QUALCOMM worth $107,296,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. waypoint wealth counsel increased its stake in shares of QUALCOMM by 2.2% in the third quarter. waypoint wealth counsel now owns 2,863 shares of the wireless technology company’s stock valued at $476,000 after buying an additional 61 shares during the period. Greykasell Wealth Strategies Inc. increased its position in QUALCOMM by 1.5% during the 3rd quarter. Greykasell Wealth Strategies Inc. now owns 4,126 shares of the wireless technology company’s stock valued at $686,000 after purchasing an additional 61 shares during the period. Baron Wealth Management LLC raised its stake in QUALCOMM by 4.5% during the 3rd quarter. Baron Wealth Management LLC now owns 1,431 shares of the wireless technology company’s stock worth $238,000 after buying an additional 62 shares during the period. Avion Wealth lifted its holdings in shares of QUALCOMM by 16.7% in the 2nd quarter. Avion Wealth now owns 441 shares of the wireless technology company’s stock worth $70,000 after purchasing an additional 63 shares in the last quarter. Finally, Insight Advisors LLC PA raised its holdings in QUALCOMM by 1.8% during the second quarter. Insight Advisors LLC PA now owns 3,488 shares of the wireless technology company’s stock worth $556,000 after buying an additional 63 shares during the last quarter. Institutional investors own 74.35% of the company’s stock.

Key Headlines Impacting QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: MarketBeat highlights that Qualcomm’s technicals are deeply oversold and beginning to recover, and several bullish analyst targets (some as high as ~$200) create asymmetric upside if sentiment stabilizes. 2 Reasons Qualcomm’s Risk/Reward Is Now Red Hot
• Positive Sentiment: Yahoo argues the recent “soft” earnings aren’t as bad as they look — underlying strength in results and operational items temper the headline reaction, supporting a view that the selloff may be overdone. QUALCOMM’s Soft Earnings Are Actually Better Than They Appear
• Positive Sentiment: Piper Sandler reiterated an overweight rating after the quarter and coverage notes show Qualcomm beat estimates — a reminder earnings execution still has support from some buy-side analysts. Qualcomm beats estimates; Piper Sandler reiterates overweight
• Positive Sentiment: DZ Bank upgraded Qualcomm to a “strong-buy”, adding direct buy-side support that can limit further downside and attract momentum buyers. Zacks
• Neutral Sentiment: UBS maintained a Neutral rating but cut its price target to $160, signaling tempered expectations but not a bearish view that would force selling. UBS keeps Neutral
• Neutral Sentiment: Daiwa Securities moved Qualcomm from Outperform to Neutral with a $140 target — a modest haircut that signals caution but limited implied downside from current levels. Finviz
• Negative Sentiment: Daiwa America downgraded the stock from “strong-buy” to “hold,” removing a bullish endorsement and adding selling pressure from discretionary holders. Zacks
• Negative Sentiment: Bearish coverage and commentary (e.g., “Bear of the Day”) continue to circulate, keeping sentiment fragile and increasing the risk of short-term volatility. Bear of the Day: Qualcomm
• Negative Sentiment: Analyst questions from the earnings call highlighted concerns around guidance, handset exposure and visibility — these fundamentals are the root cause of the recent selloff and could keep the stock under pressure until clarity returns. 5 revealing analyst questions

QUALCOMM Price Performance

QCOM stock opened at $138.47 on Friday. The firm has a 50 day moving average of $164.55 and a 200-day moving average of $164.38. The firm has a market capitalization of $147.75 billion, a P/E ratio of 28.61, a price-to-earnings-growth ratio of 6.99 and a beta of 1.22. QUALCOMM Incorporated has a 12 month low of $120.80 and a 12 month high of $205.95. The company has a current ratio of 2.51, a quick ratio of 1.83 and a debt-to-equity ratio of 0.64.

QUALCOMM (NASDAQ:QCOM) last posted its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.38 by $0.12. The business had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.16 billion. QUALCOMM had a net margin of 11.96% and a return on equity of 44.09%. The business’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same period in the prior year, the company posted $3.41 EPS. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. As a group, sell-side analysts predict that QUALCOMM Incorporated will post 9.39 earnings per share for the current fiscal year.

QUALCOMM Dividend Announcement

The firm also recently disclosed 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 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 (DPR) is currently 73.55%.

Analyst Upgrades and Downgrades

QCOM has been the subject of a number of analyst reports. Piper Sandler reissued an “overweight” rating and issued a $200.00 price target on shares of QUALCOMM in a research report on Thursday, February 5th. Citigroup reiterated a “neutral” rating on shares of QUALCOMM in a research note on Thursday, January 15th. UBS Group restated a “neutral” rating on shares of QUALCOMM in a research note on Monday, February 2nd. Zacks Research lowered shares of QUALCOMM from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Finally, DZ Bank raised shares of QUALCOMM to a “strong-buy” rating in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, QUALCOMM has an average rating of “Hold” and a consensus target price of $164.67.

Insider Buying and Selling at QUALCOMM

In other news, EVP Alexander H. Rogers sold 15,917 shares of the business’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $178.01, for a total transaction of $2,833,385.17. Following the completion of the transaction, the executive vice president owned 26,071 shares of the company’s stock, valued at approximately $4,640,898.71. The trade was a 37.91% 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 the SEC website. Also, EVP Ann C. Chaplin sold 7,180 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The stock was 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 represents a 23.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 46,217 shares of company stock valued at $7,901,275 over the last 90 days. Insiders own 0.05% of the company’s stock.

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.