Achmea Investment Management B.V. Buys 60,566 Shares of Qualcomm Incorporated $QCOM

Achmea Investment Management B.V. raised its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 23.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 317,559 shares of the wireless technology company’s stock after purchasing an additional 60,566 shares during the quarter. Qualcomm accounts for 0.7% of Achmea Investment Management B.V.’s portfolio, making the stock its 29th biggest position. Achmea Investment Management B.V.’s holdings in Qualcomm were worth $52,829,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC raised its stake in shares of Qualcomm by 116.6% during the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock valued at $2,666,000 after acquiring an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC raised its position in 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 during the last quarter. Sivia Capital Partners LLC raised its position in 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 during the last quarter. Symphony Financial Ltd. Co. purchased a new stake in Qualcomm in the 2nd quarter worth approximately $19,587,000. Finally, Raiffeisen Bank International AG grew its position in shares of Qualcomm by 8.0% in the 2nd quarter. Raiffeisen Bank International AG now owns 21,657 shares of the wireless technology company’s stock worth $3,392,000 after buying an additional 1,603 shares during the last quarter. Hedge funds and other institutional investors own 74.35% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Akash J. Palkhiwala sold 10,000 shares of the business’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $175.12, for a total transaction of $1,751,200.00. Following the transaction, the executive vice president directly owned 44,803 shares in the company, valued at $7,845,901.36. The trade was a 18.25% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Heather S. Ace sold 3,200 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $137.00, for a total value of $438,400.00. Following the transaction, the executive vice president directly owned 16,393 shares in the company, valued at $2,245,841. This represents a 16.33% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 22,404 shares of company stock worth $3,672,557. Insiders own 0.05% of the company’s stock.

Qualcomm Price Performance

QCOM opened at $131.59 on Wednesday. The business’s 50-day moving average is $147.58 and its two-hundred day moving average is $161.96. Qualcomm Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95. The company has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 1.83. The firm has a market capitalization of $140.41 billion, a PE ratio of 27.19 and a beta of 1.25.

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

Qualcomm declared that its board has initiated a stock buyback plan 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 reacquire up to 14.5% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

Qualcomm Announces Dividend

The company 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 $0.89 dividend. This represents a $3.56 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Thursday, March 5th. Qualcomm’s payout ratio is currently 73.55%.

Analyst Ratings Changes

Several equities analysts have recently issued reports on QCOM shares. Cantor Fitzgerald reduced their target price on Qualcomm from $185.00 to $160.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Piper Sandler reaffirmed an “overweight” rating and issued a $200.00 price target on shares of Qualcomm in a research note on Thursday, February 5th. JPMorgan Chase & Co. reduced their price objective on shares of Qualcomm from $195.00 to $185.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. DZ Bank upgraded shares of Qualcomm to a “strong-buy” rating in a report on Tuesday, February 10th. Finally, Morgan Stanley assumed coverage on shares of Qualcomm in a research report on Tuesday, February 10th. They issued an “underweight” rating and a $132.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, Qualcomm presently has an average rating of “Hold” and a consensus target price of $168.00.

Key Stories Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Board authorized a new $20 billion share‑repurchase program and boosted the quarterly dividend, a clear signal of capital-return focus that increases EPS support and buy-side demand. Chipmaker Qualcomm unveils $20 billion stock buyback program
• Positive Sentiment: Market reaction: reports show the buyback announcement triggered an immediate uptick in the share price as investors welcomed the large repurchase and dividend hike as shareholder-friendly and value-supportive. Qualcomm (QCOM) Stock Jumps 3% on Massive $20B Share Repurchase Plan
• Positive Sentiment: Bull case reinforced: analysts/commentary argue QCOM is undervalued, and management’s buyback plus dividend increase signals confidence in cash flow and long‑term prospects, supporting upside if automotive and AI investments scale. Why I’m Still Buying Qualcomm
• Neutral Sentiment: Strategic growth: Qualcomm is continuing to invest in automotive and AI (e.g., collaboration to integrate driving stack software/hardware), which diversifies revenue but will take time to offset smartphone headwinds. Qualcomm And Wayve Target Automotive AI Revenue With Integrated Driving Stack
• Negative Sentiment: Analyst pressure: multiple recent downgrades (including Seaport Global) and at least three negative analyst calls in ~60 days highlight concerns around shrinking smartphone TAM, memory supply constraints, and near‑term revenue headwinds. Qualcomm downgraded at Seaport on shrinking market, memory crunch
• Negative Sentiment: Price momentum: recent multi‑day declines and notes that “big money” has stepped back point to investor caution; structural smartphone weakness and short‑term execution risks could keep pressure on the stock despite buybacks. Why Big Money Is Steering Clear Of Qualcomm Stock This Week

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.