Rathbones Group PLC Decreases Stake in Qualcomm Incorporated $QCOM

Rathbones Group PLC lessened its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 22.7% during the 3rd quarter, Holdings Channel reports. The firm owned 38,985 shares of the wireless technology company’s stock after selling 11,451 shares during the quarter. Rathbones Group PLC’s holdings in Qualcomm were worth $6,486,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. Brighton Jones LLC lifted 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 worth $2,666,000 after buying an additional 9,343 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Qualcomm by 15.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock valued at $391,000 after acquiring an additional 340 shares during the period. Sivia Capital Partners LLC raised its stake in Qualcomm by 44.3% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock worth $530,000 after acquiring an additional 1,020 shares during the last quarter. Modera Wealth Management LLC raised its stake in Qualcomm by 2.6% in the 2nd quarter. Modera Wealth Management LLC now owns 15,765 shares of the wireless technology company’s stock worth $2,511,000 after acquiring an additional 402 shares during the last quarter. Finally, AE Wealth Management LLC lifted its position in Qualcomm by 5.2% during the 2nd quarter. AE Wealth Management LLC now owns 103,106 shares of the wireless technology company’s stock worth $16,421,000 after acquiring an additional 5,132 shares during the period. Institutional investors and hedge funds own 74.35% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Robert W. Baird set a $177.00 price target on Qualcomm in a research note on Thursday, February 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Qualcomm in a report on Monday, December 29th. Daiwa Securities Group lowered Qualcomm from an “outperform” rating to a “neutral” rating and set a $140.00 target price on the stock. in a research report on Wednesday, February 11th. UBS Group reiterated a “neutral” rating on shares of Qualcomm in a report on Monday, February 2nd. Finally, Evercore reduced their price target on shares of Qualcomm from $157.00 to $134.00 and set an “in-line” rating for the company in a research report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $168.48.

Insider Activity

In related news, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction on Monday, February 9th. The shares were sold at an average price of $137.00, for a total transaction of $438,400.00. Following the sale, the executive vice president directly owned 16,393 shares of the company’s stock, valued at approximately $2,245,841. This represents a 16.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Akash J. Palkhiwala sold 10,000 shares of Qualcomm stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $175.12, for a total transaction of $1,751,200.00. Following the completion of the transaction, the executive vice president directly owned 44,803 shares of the company’s stock, valued at $7,845,901.36. The trade was a 18.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 45,501 shares of company stock valued at $7,784,198. 0.05% of the stock is currently owned by company insiders.

Trending Headlines about Qualcomm

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 Price Performance

Shares of QCOM opened at $135.68 on Monday. The business’s 50-day moving average is $153.41 and its two-hundred day moving average is $163.22. The company has a market capitalization of $144.77 billion, a P/E ratio of 28.03, a P/E/G ratio of 6.78 and a beta of 1.25. Qualcomm Incorporated has a fifty-two week low of $120.80 and a fifty-two week high of $205.95. 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 (NASDAQ:QCOM) last issued its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, topping analysts’ consensus estimates of $3.38 by $0.12. The firm had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.16 billion. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The company’s revenue was up 4.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.41 earnings per share. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Research analysts predict that Qualcomm Incorporated will post 9.39 earnings per share for the current year.

Qualcomm Dividend Announcement

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