Eagle Rock Investment Company LLC Has $3.72 Million Holdings in Qualcomm Incorporated $QCOM

Eagle Rock Investment Company LLC trimmed its position in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 33.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 21,749 shares of the wireless technology company’s stock after selling 10,913 shares during the period. Eagle Rock Investment Company LLC’s holdings in Qualcomm were worth $3,720,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in shares of Qualcomm by 116.6% in the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock valued at $2,666,000 after purchasing an additional 9,343 shares during the period. Revolve Wealth Partners LLC grew its holdings in Qualcomm by 15.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock worth $391,000 after purchasing an additional 340 shares during the period. Sivia Capital Partners LLC increased its position in Qualcomm by 44.3% during the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock worth $530,000 after buying an additional 1,020 shares during the last quarter. GM Advisory Group LLC bought a new stake in Qualcomm in the second quarter valued at approximately $764,000. Finally, Johnson Financial Group Inc. lifted its position in shares of Qualcomm by 52.2% in the second quarter. Johnson Financial Group Inc. now owns 3,598 shares of the wireless technology company’s stock valued at $573,000 after buying an additional 1,234 shares during the last quarter. Institutional investors and hedge funds own 74.35% of the company’s stock.

Wall Street Analyst Weigh In

QCOM has been the subject of several research analyst reports. Rosenblatt Securities reduced their target price on Qualcomm from $225.00 to $190.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. UBS Group reaffirmed a “neutral” rating on shares of Qualcomm in a report on Monday, February 2nd. Loop Capital raised shares of Qualcomm from a “hold” rating to a “buy” rating and set a $185.00 price objective for the company in a research report on Tuesday, February 24th. Evercore decreased their price objective on shares of Qualcomm from $157.00 to $134.00 and set an “in-line” rating on the stock in a report on Thursday, February 5th. Finally, DZ Bank raised shares of Qualcomm to a “strong-buy” rating in a research report on Tuesday, February 10th. 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, Qualcomm has a consensus rating of “Hold” and a consensus price target of $165.14.

Insider Activity

In other Qualcomm 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 value of $458,787.45. Following the completion of the sale, the executive vice president owned 35,599 shares of the company’s stock, valued at $4,900,202.35. The trade was a 8.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction that occurred on 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 owned 16,393 shares in the company, valued at approximately $2,245,841. The trade was a 16.33% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 9,866 shares of company stock worth $1,474,796 over the last 90 days. 0.05% of the stock is currently owned by corporate insiders.

Qualcomm Stock Performance

NASDAQ:QCOM opened at $127.11 on Friday. The stock has a 50 day simple moving average of $141.12 and a 200 day simple moving average of $160.26. The stock has a market cap of $135.63 billion, a P/E ratio of 26.26 and a beta of 1.25. Qualcomm Incorporated has a 1-year low of $120.80 and a 1-year 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 issued its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, beating analysts’ consensus estimates of $3.38 by $0.12. The firm had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.16 billion. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The company’s revenue for the quarter was up 4.7% on a year-over-year basis. During the same period in the prior year, the firm posted $3.41 EPS. 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 year.

Qualcomm Dividend Announcement

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

Qualcomm announced that its Board of Directors has initiated a stock repurchase plan on Tuesday, March 17th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the wireless technology company to purchase up to 14.5% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s management believes its stock is undervalued.

Qualcomm News Roundup

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

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.