HF Advisory Group LLC Has $10.93 Million Stake in Qualcomm Incorporated $QCOM

HF Advisory Group LLC grew its position in Qualcomm Incorporated (NASDAQ:QCOM) by 977.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 63,896 shares of the wireless technology company’s stock after buying an additional 57,966 shares during the quarter. HF Advisory Group LLC’s holdings in Qualcomm were worth $10,929,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Vista Investment Partners LLC increased its holdings in Qualcomm by 5.2% during the 4th quarter. Vista Investment Partners LLC now owns 2,326 shares of the wireless technology company’s stock valued at $398,000 after purchasing an additional 115 shares in the last quarter. Wall Street Financial Group Inc. boosted its stake in Qualcomm by 3.9% in the fourth quarter. Wall Street Financial Group Inc. now owns 3,854 shares of the wireless technology company’s stock worth $659,000 after purchasing an additional 145 shares in the last quarter. Trust Co. of Vermont grew its holdings in shares of Qualcomm by 11.9% during the fourth quarter. Trust Co. of Vermont now owns 10,642 shares of the wireless technology company’s stock worth $1,820,000 after purchasing an additional 1,129 shares during the last quarter. Bangor Savings Bank increased its stake in shares of Qualcomm by 12.2% in the fourth quarter. Bangor Savings Bank now owns 11,566 shares of the wireless technology company’s stock valued at $1,978,000 after buying an additional 1,256 shares in the last quarter. Finally, Banque Pictet & Cie SA raised its holdings in shares of Qualcomm by 265.0% in the fourth quarter. Banque Pictet & Cie SA now owns 84,890 shares of the wireless technology company’s stock valued at $14,520,000 after buying an additional 61,632 shares during the last quarter. 74.35% of the stock is currently owned by institutional investors.

Key Stories Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Inclusion on a list of the “7 cheapest AI data center stocks” highlights QCOM’s relative valuation vs. peers and could attract investor interest in Qualcomm’s data-center/AI positioning. Is QUALCOMM Incorporated (QCOM) Among the 7 Cheapest AI Data Center Stocks to Buy Now?
• Positive Sentiment: Goldman Sachs initiated coverage on QCOM — initiation by a major bank often draws investor attention and can support liquidity and re‑rating if the view is constructive. Qualcomm (NASDAQ:QCOM) Coverage Initiated at The Goldman Sachs Group
• Positive Sentiment: Mentioned as a cheap DRIP candidate with a low forward P/E in curated dividend/DRIP lists — attention from income/value investors could provide a buyer base at lower prices. 5 Cheap DRIP Stocks to Buy Now
• Neutral Sentiment: Coverage across consumer finance outlets questions whether the pullback has created a true value opportunity; this keeps the stock on investors’ watchlists but doesn’t resolve near‑term demand or margin concerns. Is QUALCOMM (QCOM) Starting To Look Attractive After Its Recent Share Price Pullback?
• Neutral Sentiment: Globe and Mail notes analysts are conflicted on Qualcomm — mixed broker views create volatility and keep guidance/earnings execution in focus. Analysts Conflicted on These Technology Names: Qualcomm (QCOM) and Shimadzu (OtherSHMZF)
• Negative Sentiment: Zacks highlights a 25.5% three‑month drop and flags margin pressure, China risks and weak handset demand as near-term headwinds — these are concrete operational and macro factors that can weigh on revenue and multiple compression. Qualcomm Declines 25.5% in Past 3 Months: Should Investors Worry?
• Negative Sentiment: A Seeking Alpha downgrade argues the company’s “cracks are widening,” underscoring analyst skepticism about sustainability of margins and growth — downgrades can accelerate selling pressure. Qualcomm: The Cracks Are Widening And Broadening (Downgrade)

Insider Buying and Selling at Qualcomm

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 transaction, the executive vice president directly owned 35,599 shares of the company’s stock, valued at $4,900,202.35. This trade represents a 8.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Heather S. Ace sold 3,200 shares of the company’s 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 completion of the sale, the executive vice president owned 16,393 shares of the company’s stock, valued at approximately $2,245,841. This represents a 16.33% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 9,866 shares of company stock worth $1,474,796. Company insiders own 0.05% of the company’s stock.

Qualcomm Trading Down 1.2%

NASDAQ:QCOM opened at $127.28 on Thursday. Qualcomm Incorporated has a 1-year low of $120.80 and a 1-year high of $205.95. The business’s 50-day moving average price is $139.39 and its two-hundred day moving average price is $159.58. The company has a current ratio of 2.51, a quick ratio of 1.83 and a debt-to-equity ratio of 0.64. The firm has a market capitalization of $135.81 billion, a price-to-earnings ratio of 26.30 and a beta of 1.28.

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

Qualcomm declared that its Board of Directors has initiated a stock buyback plan on Tuesday, March 17th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the wireless technology company to repurchase up to 14.5% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Qualcomm Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th were issued a $0.89 dividend. The ex-dividend date was Thursday, March 5th. This represents a $3.56 annualized dividend and a yield of 2.8%. Qualcomm’s dividend payout ratio (DPR) is 73.55%.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on QCOM shares. Piper Sandler reissued an “overweight” rating and set a $200.00 price objective on shares of Qualcomm in a report on Thursday, February 5th. Wells Fargo & Company upgraded shares of Qualcomm from an “underweight” rating to an “equal weight” rating and upped their target price for the stock from $135.00 to $185.00 in a research report on Tuesday, February 24th. Robert W. Baird set a $177.00 price target on shares of Qualcomm in a research note on Thursday, February 5th. Bank of America started coverage on shares of Qualcomm in a research report on Tuesday, March 10th. They issued an “underperform” rating and a $145.00 price objective for the company. Finally, Zacks Research downgraded Qualcomm from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 27th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $163.77.

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.