Swiss National Bank Raises Stake in Qualcomm Incorporated $QCOM

Swiss National Bank increased its holdings in Qualcomm Incorporated (NASDAQ:QCOM) by 6.1% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 3,119,700 shares of the wireless technology company’s stock after buying an additional 178,400 shares during the period. Swiss National Bank’s holdings in Qualcomm were worth $401,755,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently bought and sold shares of QCOM. AIA Group Ltd boosted its holdings in shares of Qualcomm by 13.0% in the 1st quarter. AIA Group Ltd now owns 84,471 shares of the wireless technology company’s stock valued at $10,878,000 after acquiring an additional 9,696 shares during the last quarter. Spartan Wealth Advisory Services LLC acquired a new stake in shares of Qualcomm in the first quarter worth $393,000. Arjuna Capital raised its holdings in shares of Qualcomm by 2.4% during the first quarter. Arjuna Capital now owns 9,717 shares of the wireless technology company’s stock worth $1,251,000 after purchasing an additional 229 shares during the last quarter. Ascent Wealth Partners LLC raised its holdings in shares of Qualcomm by 2.0% during the first quarter. Ascent Wealth Partners LLC now owns 39,669 shares of the wireless technology company’s stock worth $5,109,000 after purchasing an additional 770 shares during the last quarter. Finally, Paces Ferry Wealth Advisors LLC lifted its position in Qualcomm by 11.8% during the first quarter. Paces Ferry Wealth Advisors LLC now owns 3,026 shares of the wireless technology company’s stock valued at $390,000 after purchasing an additional 320 shares during the period. 74.35% of the stock is owned by hedge funds and other institutional investors.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm announced a quarterly cash dividend of $0.92 per share, reinforcing shareholder returns and supporting the stock’s income appeal. Qualcomm Announces Quarterly Cash Dividend
• Positive Sentiment: Micron said it signed long-term supply agreements with Qualcomm and other partners for memory and storage components used in AI-enabled vehicles, which highlights Qualcomm’s push into automotive AI and could improve supply reliability. Micron signs deals with Qualcomm, others for AI-powered automobile chip components
• Positive Sentiment: Qualcomm’s automotive AI expansion was further emphasized in reporting on new long-term auto supply deals, which may support longer-term growth expectations for its chip platforms. Qualcomm Secures Long Term Auto Supply Deals To Back AI Vehicles
• Neutral Sentiment: Qualcomm remains a dividend payer and was featured among legacy tech names offering shareholder yields, which is more of a stability signal than a direct catalyst. 4 Tech Stocks Throwing Off Dividends
• Negative Sentiment: GF Securities initiated coverage with a Hold rating, saying there is still not enough visibility on Qualcomm’s AI250 outlook, adding to caution around near-term upside. Qualcomm Slips 2% After GF Securities Starts Coverage With Hold Rating
• Negative Sentiment: KeyCorp lowered earnings estimates across multiple future periods, including FY2026 and FY2027, signaling some concern about Qualcomm’s profit trajectory. Qualcomm Incorporated stock page

Insiders Place Their Bets

In other news, CAO Patricia Y. Grech sold 829 shares of the business’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $201.77, for a total value of $167,267.33. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Akash J. Palkhiwala sold 2,500 shares of the company’s stock in a transaction that occurred on Tuesday, July 14th. The stock was sold at an average price of $180.81, for a total value of $452,025.00. Following the transaction, the executive vice president directly owned 23,184 shares of the company’s stock, valued at approximately $4,191,899.04. The trade was a 9.73% 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. Insiders sold a total of 21,721 shares of company stock valued at $4,044,465 in the last three months. 0.05% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages have weighed in on QCOM. Robert W. Baird set a $300.00 price target on Qualcomm in a research report on Friday, May 1st. Royal Bank Of Canada upped their target price on Qualcomm from $175.00 to $250.00 and gave the stock a “sector perform” rating in a research note on Thursday, June 25th. Raymond James Financial began coverage on Qualcomm in a report on Thursday, June 25th. They set a “strong-buy” rating on the stock. Dbs Bank upgraded Qualcomm to a “moderate buy” rating in a research report on Tuesday, July 7th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Qualcomm in a report on Wednesday, June 24th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, twenty-one have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $221.31.

Qualcomm Trading Up 0.7%

Shares of Qualcomm stock opened at $171.78 on Friday. The firm has a 50-day simple moving average of $207.62 and a two-hundred day simple moving average of $168.42. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.61 and a current ratio of 2.37. Qualcomm Incorporated has a fifty-two week low of $121.99 and a fifty-two week high of $259.92. The company has a market cap of $181.06 billion, a P/E ratio of 18.67, a price-to-earnings-growth ratio of 5.11 and a beta of 1.63.

Qualcomm (NASDAQ:QCOM) last posted its earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 EPS for the quarter, beating 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 firm had revenue of $10.60 billion for the quarter, compared to analysts’ expectations of $10.59 billion. During the same period last year, the firm earned $2.85 EPS. The company’s quarterly revenue was down 3.5% on a year-over-year basis. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. As a group, equities analysts predict that Qualcomm Incorporated will post 7.97 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, September 24th. Shareholders of record on Thursday, September 3rd will be issued a $0.92 dividend. This represents a $3.68 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Thursday, September 3rd. Qualcomm’s dividend payout ratio (DPR) is presently 40.00%.

About Qualcomm

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.