United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Acquires 5,200 Shares of Qualcomm Incorporated $QCOM

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund increased its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 68.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 12,800 shares of the wireless technology company’s stock after acquiring an additional 5,200 shares during the quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Qualcomm were worth $2,129,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Harbor Capital Advisors Inc. increased its holdings 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 purchasing an additional 65 shares during the period. Cloud Capital Management LLC bought a new stake in shares of Qualcomm in the third quarter valued at about $27,000. Winnow Wealth LLC bought a new stake in shares of Qualcomm in the second quarter valued at about $32,000. Lavaca Capital LLC acquired a new stake in Qualcomm during the second quarter worth about $32,000. Finally, Howard Hughes Medical Institute bought a new position in Qualcomm during the second quarter valued at about $38,000. 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: 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

Qualcomm stock opened at $135.68 on Friday. The company has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 1.83. The company has a market capitalization of $144.77 billion, a PE ratio of 28.03, a price-to-earnings-growth ratio of 6.76 and a beta of 1.25. Qualcomm Incorporated has a one year low of $120.80 and a one year high of $205.95. The business has a 50 day simple moving average of $153.41 and a 200 day simple moving average of $163.17.

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

Qualcomm Announces Dividend

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 $0.89 dividend. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $3.56 annualized dividend and a dividend yield of 2.6%. Qualcomm’s dividend payout ratio is presently 73.55%.

Insider Activity

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

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the company. Argus cut their price target on Qualcomm from $205.00 to $180.00 and set a “buy” rating for the company in a report on Friday, February 6th. Piper Sandler reissued an “overweight” rating and set a $200.00 price objective on shares of Qualcomm in a report on Thursday, February 5th. DZ Bank upgraded Qualcomm to a “strong-buy” rating in a research report on Tuesday, February 10th. Wall Street Zen lowered Qualcomm from a “buy” rating to a “hold” rating in a research note on Tuesday, December 9th. Finally, TD Cowen reduced their target price on Qualcomm from $190.00 to $150.00 and set a “buy” rating for the company in a research report on Thursday, February 5th. 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 issued a Sell rating to the stock. According to MarketBeat.com, Qualcomm has an average rating of “Hold” and an average price target 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.