Natixis Advisors LLC Buys 14,567 Shares of Qualcomm Incorporated $QCOM

Natixis Advisors LLC increased its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 1.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,378,975 shares of the wireless technology company’s stock after acquiring an additional 14,567 shares during the quarter. Natixis Advisors LLC’s holdings in Qualcomm were worth $235,874,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. MUFG Securities EMEA plc boosted its stake in shares of Qualcomm by 112.2% in the 4th quarter. MUFG Securities EMEA plc now owns 43,986 shares of the wireless technology company’s stock valued at $7,524,000 after purchasing an additional 23,262 shares in the last quarter. Swedbank AB boosted its stake in shares of Qualcomm by 1.5% in the 4th quarter. Swedbank AB now owns 1,533,420 shares of the wireless technology company’s stock valued at $262,291,000 after purchasing an additional 23,110 shares in the last quarter. NBC Securities Inc. raised its holdings in shares of Qualcomm by 47.5% in the fourth quarter. NBC Securities Inc. now owns 18,691 shares of the wireless technology company’s stock valued at $3,197,000 after buying an additional 6,018 shares during the last quarter. Sequoia Financial Advisors LLC raised its holdings in shares of Qualcomm by 5.7% in the fourth quarter. Sequoia Financial Advisors LLC now owns 143,690 shares of the wireless technology company’s stock valued at $24,578,000 after buying an additional 7,804 shares during the last quarter. Finally, Valley Wealth Managers Inc. raised its holdings in shares of Qualcomm by 6.1% in the fourth quarter. Valley Wealth Managers Inc. now owns 40,009 shares of the wireless technology company’s stock valued at $6,844,000 after buying an additional 2,288 shares during the last quarter. Institutional investors own 74.35% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. Citigroup boosted their price objective on Qualcomm from $140.00 to $160.00 and gave the company a “neutral” rating in a research report on Thursday, April 30th. Freedom Capital lowered Qualcomm from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, May 13th. Cantor Fitzgerald upped their price target on Qualcomm from $135.00 to $150.00 and gave the stock a “neutral” rating in a research report on Thursday, April 30th. Benchmark upped their price target on Qualcomm from $200.00 to $225.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Finally, Wells Fargo & Company downgraded Qualcomm from a “positive” rating to an “underweight” rating in a research report on Friday, May 8th. Fourteen analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Qualcomm currently has a consensus rating of “Hold” and an average target price of $181.79.

Insiders Place Their Bets

In other news, CAO Patricia Y. Grech sold 829 shares of Qualcomm stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $201.77, for a total transaction of $167,267.33. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Cristiano R. Amon sold 10,000 shares of Qualcomm stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $180.00, for a total value of $1,800,000.00. Following the completion of the transaction, the chief executive officer directly owned 197,568 shares in the company, valued at approximately $35,562,240. This represents a 4.82% 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 three months, insiders have sold 19,306 shares of company stock worth $3,435,583. Insiders own 0.05% of the company’s stock.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm CEO Cristiano Amon highlighted long-term AI demand growth at COMPUTEX 2026, reinforcing the company’s opportunity in AI-enabled devices. Qualcomm CEO Cristiano Amon sees 40x AI token surge by 2030: COMPUTEX 2026 takeaway
• Positive Sentiment: Qualcomm’s new Snapdragon C Platform for entry-level laptops could support growth if OEM backing from Acer, HP, and Lenovo translates into volume. Can Qualcomm’s Entry-Level Snapdragon PC Chip Drive Growth?
• Neutral Sentiment: Some commentary framed Qualcomm’s sharp selloff as potentially creating either a long-term buying opportunity or a value trap, reflecting uncertainty rather than a clear catalyst. Qualcomm Stock’s 60% Moment: Is This a Generational Entry Point or a Value Trap?
• Negative Sentiment: Nvidia’s RTX Spark launch and laptop-chip push raised fears of stiffer competition in AI PCs, which is pressuring Qualcomm shares. NVIDIA Rallies 5% on RTX Spark Launch as Qualcomm Falls 7% on AI PC Competition Fears
• Negative Sentiment: Multiple reports said Qualcomm stock slid as Nvidia entered the Windows-on-Arm and AI PC market, increasing concerns about market-share pressure in a key growth area. Intel, AMD, Qualcomm shares slide as Nvidia crashes the PC chip market

Qualcomm Trading Down 8.8%

NASDAQ:QCOM opened at $228.99 on Tuesday. Qualcomm Incorporated has a twelve month low of $121.99 and a twelve month high of $259.92. The company has a market cap of $241.36 billion, a P/E ratio of 24.89, a price-to-earnings-growth ratio of 31.09 and a beta of 1.59. The company has a quick ratio of 1.61, a current ratio of 2.37 and a debt-to-equity ratio of 0.54. The business has a 50 day moving average price of $168.02 and a two-hundred day moving average price of $161.56.

Qualcomm (NASDAQ:QCOM) last announced its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.56 by $0.09. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The company had revenue of $10.60 billion for the quarter, compared to analysts’ expectations of $10.59 billion. During the same quarter in the prior year, the business posted $2.85 EPS. The business’s revenue was down 3.5% compared to the same quarter last year. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. As a group, analysts expect that Qualcomm Incorporated will post 7.99 EPS for the current fiscal year.

Qualcomm Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be issued a dividend of $0.92 per share. This is an increase from Qualcomm’s previous quarterly dividend of $0.89. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $3.68 annualized dividend and a dividend yield of 1.6%. Qualcomm’s payout ratio is currently 38.70%.

Qualcomm announced that its board has approved a stock buyback plan on Tuesday, March 17th that permits the company to buyback $20.00 billion in shares. This buyback authorization permits the wireless technology company to buy up to 14.5% of its stock through open market purchases. Stock buyback plans are usually an indication that the company’s leadership believes its stock is undervalued.

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.