Natixis Advisors LLC Purchases 63,373 Shares of Qualcomm Incorporated $QCOM

Natixis Advisors LLC grew its position in Qualcomm Incorporated (NASDAQ:QCOM) by 4.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,364,408 shares of the wireless technology company’s stock after acquiring an additional 63,373 shares during the quarter. Natixis Advisors LLC owned about 0.13% of Qualcomm worth $226,983,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in QCOM. Brighton Jones LLC lifted its stake in Qualcomm by 116.6% in the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after purchasing an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Qualcomm by 15.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock valued at $391,000 after buying an additional 340 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Qualcomm by 44.3% in 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 period. Modera Wealth Management LLC raised its holdings in shares of Qualcomm by 2.6% in the second quarter. Modera Wealth Management LLC now owns 15,765 shares of the wireless technology company’s stock worth $2,511,000 after buying an additional 402 shares during the period. Finally, Atlas Legacy Advisors LLC lifted its stake in shares of Qualcomm by 8.9% during the 2nd quarter. Atlas Legacy Advisors LLC now owns 1,863 shares of the wireless technology company’s stock worth $297,000 after acquiring an additional 152 shares during the last quarter. 74.35% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, EVP Akash J. Palkhiwala sold 3,333 shares of Qualcomm stock in a transaction on Friday, February 6th. The shares were sold at an average price of $137.65, for a total transaction of $458,787.45. Following the completion of the sale, the executive vice president directly owned 35,599 shares in the company, valued at approximately $4,900,202.35. The trade was a 8.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Alexander H. Rogers sold 15,917 shares of the business’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $178.01, for a total value of $2,833,385.17. Following the sale, the executive vice president owned 26,071 shares in the company, valued at approximately $4,640,898.71. The trade was a 37.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 45,501 shares of company stock valued at $7,784,198. 0.05% of the stock is owned by corporate insiders.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is pushing into robotics with a new Dragonwing robotics processor and CEO Cristiano Amon saying robotics could become a material business within ~2 years — a potential new revenue stream beyond smartphones. Qualcomm Expands Beyond Smartphones With Robotics And AI Native 6G Bets
• Positive Sentiment: Analysts and commentary argue the market may be underestimating Qualcomm’s robotics/AI opportunity, which could re-rate the stock if execution and commercialization accelerate. Qualcomm’s Robotics Push Could Be Bigger Than the Market Thinks
• Positive Sentiment: Partner/product traction at MWC: Fibocom launched a 5G MiFi solution using Qualcomm’s QMB415 platform, showing continued OEM adoption of QCOM silicon in wireless broadband devices. MWC 2026 | Fibocom Unveils 5G MiFi Solution
• Neutral Sentiment: Post-earnings drift: Zacks notes QCOM is modestly up since its earnings beat, as investors digest the quarter and the company’s Q2 guidance range. The EPS beat supports the case that results aren’t the immediate problem, but guidance and forward outlook remain focal. Why Is Qualcomm (QCOM) Up 0.5% Since Last Earnings Report?
• Neutral Sentiment: Qualcomm reiterated its role in driving AI-native 6G at MWC with executives emphasizing a 2029 commercialization target — strategic for long-term positioning but distant for near-term revenue impact. Qualcomm to bring 6G to market: ‘Massive change’ is coming, CFO says
• Negative Sentiment: Zacks highlights falling FY26–27 estimate revisions, China trade tensions, softer handset demand and rising R&D costs — factors that could pressure margins and near-term growth expectations. Should You Avoid QCOM Stock Amid Declining Estimate Revisions?
• Negative Sentiment: Sentiment/positioning signal: unusually large put buying (≈97,102 puts, ~58% above typical volume) and recent intraday weakness vs. the market suggest traders are hedging or betting on downside near term.

Qualcomm Stock Performance

Shares of NASDAQ:QCOM opened at $135.68 on Friday. The company has a market capitalization of $144.77 billion, a price-to-earnings ratio of 28.03, a price-to-earnings-growth ratio of 6.76 and a beta of 1.25. 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 firm has a 50 day moving average of $153.41 and a 200 day moving average of $163.17.

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

Qualcomm Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be given a dividend of $0.89 per share. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.6%. Qualcomm’s dividend payout ratio is presently 73.55%.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the company. Citigroup reaffirmed a “neutral” rating on shares of Qualcomm in a research report on Thursday, January 15th. Mizuho decreased their target price on Qualcomm from $160.00 to $140.00 and set a “neutral” rating for the company in a research report on Thursday, February 5th. Rosenblatt Securities lowered their target price on shares of Qualcomm from $225.00 to $190.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. Evercore reduced 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 note on Thursday, February 5th. Finally, Zacks Research lowered shares of Qualcomm from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $168.48.

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.