KLCM Advisors Inc. Has $2.11 Million Stock Position in Qualcomm Incorporated $QCOM

KLCM Advisors Inc. increased its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 375.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,666 shares of the wireless technology company’s stock after buying an additional 10,000 shares during the quarter. KLCM Advisors Inc.’s holdings in Qualcomm were worth $2,107,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of QCOM. Harbor Capital Advisors Inc. lifted its holdings in shares of Qualcomm by 72.2% in the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after acquiring an additional 65 shares during the last quarter. Cloud Capital Management LLC acquired a new stake in shares of Qualcomm in the 3rd quarter valued at approximately $27,000. Winnow Wealth LLC bought a new stake in shares of Qualcomm during the 2nd quarter valued at approximately $32,000. Lavaca Capital LLC acquired a new position in Qualcomm during the 2nd quarter worth approximately $32,000. Finally, Howard Hughes Medical Institute acquired a new position in Qualcomm during the 2nd quarter worth approximately $38,000. 74.35% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have weighed in on QCOM. Rosenblatt Securities cut their target price on shares of Qualcomm from $225.00 to $190.00 and set a “buy” rating on the stock in a research report on Thursday, February 5th. UBS Group restated a “neutral” rating on shares of Qualcomm in a research report on Monday, February 2nd. Zacks Research downgraded Qualcomm from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Cantor Fitzgerald cut their price target on shares of Qualcomm from $185.00 to $160.00 and set a “neutral” rating on the stock in a report on Monday, February 2nd. Finally, Argus decreased their price objective on Qualcomm from $205.00 to $180.00 and set a “buy” rating for the company in a report on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $168.00.

Qualcomm Stock Performance

Shares of Qualcomm stock opened at $134.12 on Thursday. The business has a 50-day simple moving average of $151.20 and a 200 day simple moving average of $162.75. Qualcomm Incorporated has a one year low of $120.80 and a one year high of $205.95. 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 firm has a market capitalization of $143.11 billion, a price-to-earnings ratio of 27.71, a PEG ratio of 6.75 and a beta of 1.25.

Qualcomm (NASDAQ:QCOM) last issued its earnings results 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. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The company had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.16 billion. During the same period in the prior year, the firm earned $3.41 earnings per share. Qualcomm’s revenue for the quarter 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, research analysts anticipate that Qualcomm Incorporated will post 9.39 earnings per share for the current fiscal year.

Qualcomm Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be paid a $0.89 dividend. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend is Thursday, March 5th. Qualcomm’s dividend payout ratio (DPR) is 73.55%.

Insider Buying and Selling at Qualcomm

In related news, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $137.00, for a total value of $438,400.00. Following the transaction, the executive vice president owned 16,393 shares of the company’s stock, valued at approximately $2,245,841. This trade represents a 16.33% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Ann C. Chaplin sold 7,180 shares of Qualcomm stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $178.03, for a total value of $1,278,255.40. Following the transaction, the executive vice president owned 23,944 shares of the company’s stock, valued at $4,262,750.32. This trade represents a 23.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 45,501 shares of company stock valued at $7,784,198 over the last three months. Corporate insiders own 0.05% of the company’s stock.

Key Stories Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm partnered with Wayve to accelerate deployment of AI-powered self-driving systems, supporting Qualcomm’s push into higher-growth automotive ADAS/automated-driving markets. This reinforces the company’s automotive revenue strategy and could improve future chip content wins. Reuters: Qualcomm, Wayve partner
• Positive Sentiment: Qualcomm’s Dragonwing chips will power humanoid robots via a NEURA Robotics tie-up, expanding its footprint in AI/robotics edge compute — a growing, higher-margin market beyond smartphones. Zacks: QCOM chips to power AI robotics
• Positive Sentiment: Several analysts and commentaries argue the market is over-penalizing Qualcomm for smartphone headwinds and under-appreciating diversification into automotive and AI chips — a contrarian view that frames recent weakness as a potential buying opportunity. Seeking Alpha: Market Is Pricing In Failure
• Neutral Sentiment: Valuation and performance write-ups note QCOM’s YTD decline (~21%) and recent multi-quarter weakness versus longer-term shareholder returns — useful context for investors weighing timing vs. fundamentals. Yahoo Finance: Assessing Qualcomm valuation
• Neutral Sentiment: Long-term investor pieces include Qualcomm among names to hold for multi-year AI/edge secular growth, but these views contrast with the near-term caution driving recent selling. Motley Fool: 3 monster stocks
• Negative Sentiment: Bank of America reinstated coverage with an Underperform rating and a $145 price target, warning of modest growth, competitive pressures and risk of losing Apple business — a high-profile analyst call that directly pressured the stock. Proactive: BofA reinstates coverage
• Negative Sentiment: News flow and headlines highlighting the ~21% YTD decline and BofA’s warning amplified selling pressure and pushed short-term momentum lower. 247WallSt: Qualcomm drops 21% in 2026

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.