Todd Asset Management LLC Has $76.22 Million Stake in QUALCOMM Incorporated $QCOM

Todd Asset Management LLC lessened its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 4.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 458,153 shares of the wireless technology company’s stock after selling 20,046 shares during the quarter. QUALCOMM comprises about 1.5% of Todd Asset Management LLC’s investment portfolio, making the stock its 4th largest position. Todd Asset Management LLC’s holdings in QUALCOMM were worth $76,218,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. grew its position in shares of QUALCOMM by 72.2% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after buying an additional 65 shares during the period. Cloud Capital Management LLC bought a new position in QUALCOMM in the third quarter valued at approximately $27,000. Winnow Wealth LLC bought a new position in QUALCOMM in the second quarter valued at approximately $32,000. Lavaca Capital LLC acquired a new stake in QUALCOMM during the 2nd quarter worth $32,000. Finally, Guerra Advisors Inc bought a new stake in shares of QUALCOMM during the 3rd quarter valued at $39,000. 74.35% of the stock is currently owned by institutional investors and hedge funds.

More QUALCOMM News

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: MarketBeat argues Qualcomm’s pullback has set up an attractive risk/reward: technicals are deeply oversold and several analysts have raised price targets (some near $200), implying sizable upside if sentiment stabilizes. 2 Reasons Qualcomm’s Risk/Reward Is Now Red Hot
• Positive Sentiment: A Yahoo piece contends the company’s recent earnings are “soft” but ultimately better than they appear — highlighting the EPS beat and resilient revenue versus the headline guidance cut, which helps explain why some investors are buying the dip. QUALCOMM’s (NASDAQ:QCOM) Soft Earnings Are Actually Better Than They Appear
• Positive Sentiment: DZ Bank upgraded QCOM to “strong-buy,” a formal analyst vote of confidence that supports the rebound narrative. Zacks
• Neutral Sentiment: The Motley Fool included Qualcomm in a broader “best stocks to buy” discussion, suggesting the market may be overestimating the duration of weakness — helpful context but not an immediate catalyst. The Best Stocks to Buy With $1,000 Right Now
• Neutral Sentiment: Kalkine reviews QCOM’s positioning within the evolving Nasdaq tech index — useful for longer-term index-flow considerations but unclear near-term impact on the share price. What Next for QUALCOMM (NASDAQ:QCOM) in the Nasdaq Index Tech Evolution?
• Negative Sentiment: Yahoo asks whether Qualcomm can fall further after an ~18% slide this year, pointing to the guidance miss, handset exposure and reduced visibility that triggered the pullback — reminders of the main downside risks. How Much Further Will Qualcomm Fall After 18% Slide This Year?
• Negative Sentiment: Daiwa cut QCOM from “strong-buy” to “hold,” reflecting analyst caution and adding pressure to sentiment despite offsetting bullish notes from other firms. Zacks

Insider Buying and Selling

In related news, EVP Ann C. Chaplin sold 7,180 shares of QUALCOMM stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $178.03, for a total value of $1,278,255.40. Following the sale, the executive vice president owned 23,944 shares of the company’s stock, valued at approximately $4,262,750.32. This trade represents a 23.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Alexander H. Rogers sold 15,917 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $178.01, for a total value of $2,833,385.17. Following the transaction, the executive vice president directly owned 26,071 shares of the company’s stock, valued at approximately $4,640,898.71. This trade represents a 37.91% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 46,217 shares of company stock valued at $7,901,275. Corporate insiders own 0.05% of the company’s stock.

QUALCOMM Stock Performance

Shares of QCOM stock opened at $140.70 on Monday. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51. QUALCOMM Incorporated has a 52 week low of $120.80 and a 52 week high of $205.95. The company’s 50 day moving average price is $163.86 and its two-hundred day moving average price is $164.29. The company has a market capitalization of $150.13 billion, a P/E ratio of 29.07, a price-to-earnings-growth ratio of 6.97 and a beta of 1.22.

QUALCOMM (NASDAQ:QCOM) last issued its quarterly earnings data 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 company had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. QUALCOMM had a net margin of 11.96% and a return on equity of 44.09%. The firm’s revenue was up 4.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.41 earnings per share. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. On average, analysts expect that QUALCOMM Incorporated will post 9.39 earnings per share for the current fiscal year.

QUALCOMM Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be issued a $0.89 dividend. 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 payout ratio is 73.55%.

Analysts Set New Price Targets

QCOM has been the subject of a number of analyst reports. Morgan Stanley started coverage on QUALCOMM in a research note on Tuesday, February 10th. They set an “underweight” rating and a $132.00 price objective for the company. Zacks Research lowered QUALCOMM from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Evercore cut their price target on shares of QUALCOMM from $157.00 to $134.00 and set an “in-line” rating on the stock in a research report on Thursday, February 5th. Daiwa America cut shares of QUALCOMM from a “strong-buy” rating to a “hold” rating in a report on Wednesday, February 11th. Finally, Bank of America lowered shares of QUALCOMM from a “buy” rating to a “neutral” rating and set a $155.00 target price on the stock. in a report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $164.67.

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.