First National Bank of Omaha Takes $3.40 Million Position in QUALCOMM Incorporated $QCOM

First National Bank of Omaha purchased a new stake in QUALCOMM Incorporated (NASDAQ:QCOM) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 20,430 shares of the wireless technology company’s stock, valued at approximately $3,399,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Harbor Capital Advisors Inc. grew its holdings in shares of QUALCOMM by 72.2% in the third 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 period. Cloud Capital Management LLC purchased a new position in QUALCOMM during the third quarter worth about $27,000. Winnow Wealth LLC acquired a new position in QUALCOMM in the 2nd quarter valued at about $32,000. Lavaca Capital LLC purchased a new stake in shares of QUALCOMM in the 2nd quarter valued at approximately $32,000. Finally, Howard Hughes Medical Institute acquired a new stake in shares of QUALCOMM during the 2nd quarter worth approximately $38,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. TD Cowen decreased their price objective on QUALCOMM from $190.00 to $150.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Weiss Ratings restated a “hold (c)” rating on shares of QUALCOMM in a research report on Monday, December 29th. Sanford C. Bernstein reiterated an “outperform” rating and set a $200.00 price target on shares of QUALCOMM in a report on Monday, February 2nd. Morgan Stanley began coverage on QUALCOMM in a research report on Tuesday, February 10th. They set an “underweight” rating and a $132.00 price objective for the company. Finally, Mizuho decreased their target price on shares of QUALCOMM from $160.00 to $140.00 and set a “neutral” rating on the stock in a research report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $164.67.

Insider Activity

In other QUALCOMM news, EVP Ann C. Chaplin sold 7,180 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The shares were 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 owned 23,944 shares in the company, valued at $4,262,750.32. The trade was a 23.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Alexander H. Rogers sold 15,917 shares of the stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $178.01, for a total transaction of $2,833,385.17. Following the completion of the sale, the executive vice president directly owned 26,071 shares in the company, valued at approximately $4,640,898.71. This represents a 37.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 46,217 shares of company stock valued at $7,901,275. 0.05% of the stock is owned by corporate insiders.

QUALCOMM Stock Performance

NASDAQ:QCOM opened at $142.63 on Wednesday. The company has a market cap of $152.19 billion, a price-to-earnings ratio of 29.47, a price-to-earnings-growth ratio of 6.97 and a beta of 1.22. The company has a quick ratio of 1.83, a current ratio of 2.51 and a debt-to-equity ratio of 0.64. QUALCOMM Incorporated has a 52 week low of $120.80 and a 52 week high of $205.95. The company has a fifty day simple moving average of $162.50 and a two-hundred day simple moving average of $164.21.

QUALCOMM (NASDAQ:QCOM) last released its earnings results 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 firm had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.16 billion. During the same period last year, the business posted $3.41 earnings per share. QUALCOMM’s 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, equities analysts anticipate that QUALCOMM Incorporated will post 9.39 earnings per share for the current fiscal year.

QUALCOMM Dividend Announcement

The company also recently announced 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. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date is Thursday, March 5th. QUALCOMM’s dividend payout ratio is presently 73.55%.

QUALCOMM 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.