Nykredit A S Takes Position in Qualcomm Incorporated $QCOM

Nykredit A S bought a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 1,256,515 shares of the wireless technology company’s stock, valued at approximately $232,191,000. Qualcomm accounts for approximately 0.7% of Nykredit A S’s investment portfolio, making the stock its 27th largest holding.

Several other hedge funds have also added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd grew its holdings in Qualcomm by 17,000.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company’s stock valued at $29,000 after buying an additional 170 shares in the last quarter. Birchwood Financial Partners Inc. acquired a new stake in shares of Qualcomm during the fourth quarter worth $31,000. ABS Investment Management LLC bought a new stake in shares of Qualcomm in the second quarter valued at about $34,000. Commonwealth Retirement Investments LLC bought a new stake in shares of Qualcomm in the fourth quarter valued at about $32,000. Finally, Your Advocates Ltd. LLP acquired a new position in shares of Qualcomm in the first quarter valued at about $26,000. 74.35% of the stock is owned by institutional investors and hedge funds.

Qualcomm Stock Up 2.0%

QCOM stock opened at $169.96 on Thursday. The company has a market cap of $178.50 billion, a PE ratio of 19.67, a price-to-earnings-growth ratio of 3.47 and a beta of 1.67. The business has a 50-day simple moving average of $170.19 and a 200 day simple moving average of $169.46. Qualcomm Incorporated has a 52 week low of $121.99 and a 52 week high of $259.92. The company has a quick ratio of 1.28, a current ratio of 2.02 and a debt-to-equity ratio of 0.46.

Qualcomm (NASDAQ:QCOM) last announced its quarterly earnings data on Wednesday, July 29th. The wireless technology company reported $2.21 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.23 by ($0.02). Qualcomm had a return on equity of 38.36% and a net margin of 21.01%.The firm had revenue of $9.95 billion for the quarter, compared to analyst estimates of $9.69 billion. During the same quarter in the previous year, the company earned $2.77 earnings per share. The company’s quarterly revenue was down 4.0% on a year-over-year basis. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. Sell-side analysts anticipate that Qualcomm Incorporated will post 7.74 EPS for the current fiscal year.

Qualcomm Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 24th. Stockholders of record on Thursday, September 3rd will be issued a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Thursday, September 3rd. Qualcomm’s dividend payout ratio is 42.59%.

Insider Buying and Selling

In related news, EVP Akash J. Palkhiwala sold 2,500 shares of Qualcomm stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $163.26, for a total value of $408,150.00. Following the transaction, the executive vice president directly owned 20,684 shares of the company’s stock, valued at $3,376,869.84. This trade represents a 10.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather S. Ace sold 3,200 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $147.04, for a total transaction of $470,528.00. Following the transaction, the executive vice president owned 36,535 shares of the company’s stock, valued at approximately $5,372,106.40. This represents a 8.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 11,533 shares of company stock worth $1,961,219. Corporate insiders own 0.05% of the company’s stock.

Analyst Ratings Changes

QCOM has been the topic of a number of recent research reports. Daiwa Securities Group raised shares of Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 price target on the stock in a research report on Friday, May 8th. TD Cowen cut their price objective on shares of Qualcomm from $225.00 to $175.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Cantor Fitzgerald lowered their target price on shares of Qualcomm from $200.00 to $165.00 and set a “neutral” rating on the stock in a report on Monday, July 27th. Guggenheim set a $200.00 target price on shares of Qualcomm in a report on Monday, June 22nd. Finally, Bank of America boosted their price target on Qualcomm from $165.00 to $195.00 and gave the company an “underperform” rating in a research note on Tuesday, June 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, twenty have issued a Hold rating and two have issued 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 price target of $203.76.

Qualcomm News Summary

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm unveiled Adreno Neural Fusion, an AI-powered graphics technology designed to improve image quality and gaming performance on mobile devices. The feature is expected to debut with the next-generation Snapdragon 8 Elite platform, giving Qualcomm a potential competitive advantage in premium mobile gaming. Qualcomm Unveils Adreno Neural Fusion To Supercharge Mobile Gaming The next Snapdragon flagship chip is getting Qualcomm’s take on DLSS
• Positive Sentiment: Qualcomm is expanding its AI-PC presence through a partnership with HUMAIN. HUMAIN’s Horizon Ultra computer will use Qualcomm’s Snapdragon X2 Elite platform, supporting the company’s strategy to diversify beyond smartphones and gain additional exposure to AI-enabled PCs. Can Qualcomm’s Tie-Up With HUMAIN for AI PC Lift Its Shares?
• Positive Sentiment: Qualcomm’s quarterly dividend of $0.92 per share remains a supporting factor for income-oriented investors, representing a $3.68 annualized payout and an approximately 2.2% yield. Qualcomm dividend and analyst coverage
• Neutral Sentiment: Analysts see long-term potential in Qualcomm’s automotive and data-center AI businesses, but the stock faces a “Hold” consensus as smartphone demand, Apple-related revenue pressure and gradual revenue contraction offset diversification efforts. Recent earnings also showed revenue growth above estimates but earnings per share slightly below consensus, with revenue down year over year. Qualcomm’s AI Ambitions Run Into a Smartphone Reality Check
• Negative Sentiment: Semiconductor stocks came under pressure as a global bond selloff pushed long-term yields higher, prompting investors to reassess higher-multiple technology shares. Semiconductor Stocks Slide as Global Bond Selloff Lifts Yields
• Negative Sentiment: Nvidia’s $3.5 billion investment in rival MediaTek and planned collaboration on AI chips, PCs and automotive products could intensify competitive pressure on Qualcomm in several of its targeted growth markets. Nvidia deal lifts MediaTek shares
• Neutral Sentiment: Qualcomm Chief Accounting Officer Patricia Grech sold 208 shares for $35,360 under a pre-arranged Rule 10b5-1 plan. The small, scheduled transaction is unlikely to materially change the investment outlook. Qualcomm CAO stock sale

Qualcomm Company 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.