Qualcomm Incorporated $QCOM Shares Acquired by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH lifted its position in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 2.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,376,959 shares of the wireless technology company’s stock after purchasing an additional 34,962 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Qualcomm were worth $236,713,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Harbor Capital Advisors Inc. lifted its position in shares of Qualcomm by 72.2% during the third 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 in the last quarter. Cloud Capital Management LLC acquired a new position in shares of Qualcomm during the third quarter worth $27,000. Richardson Financial Services Inc. lifted its position in shares of Qualcomm by 90.9% during the fourth quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company’s stock worth $29,000 after purchasing an additional 80 shares in the last quarter. Glass Jacobson Investment Advisors llc raised its holdings in Qualcomm by 113.5% in the fourth quarter. Glass Jacobson Investment Advisors llc now owns 190 shares of the wireless technology company’s stock valued at $32,000 after acquiring an additional 101 shares in the last quarter. Finally, Board of the Pension Protection Fund acquired a new stake in Qualcomm in the fourth quarter valued at $34,000. 74.35% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm raised its dividend recently, which supports income-focused investors and can underpin investor confidence even amid near-term weakness. Qualcomm Just Increased Its Dividend. Should You Buy QCOM Stock Here?
• Neutral Sentiment: Regulatory and lobbying activity disclosed a large Q1 lobbying spend (~$1.68M) on transportation, AI/6G and semiconductor tax-credit issues — signals of strategic focus but not an immediate financial catalyst. Insider trading data shows meaningful insider sales and mixed institutional flows, which can weigh on sentiment but are not definitive drivers of fundamentals. Lobbying Update: $1,680,000 of QUALCOMM INCORPORATED lobbying was just disclosed
• Neutral Sentiment: Technical momentum cooled: the stock’s nine-day rally ended and short-term trading dynamics flipped from steady buying to profit-taking, which can amplify moves when negative news appears. Qualcomm snaps nine-day winning streak
• Negative Sentiment: UBS trimmed its price target to $150, highlighting a new sector headwind: rising memory prices that can pressure chip makers’ cost structures and margins — this narrative increases downside risk for semiconductor suppliers and OEM cyclicality. UBS Trims Qualcomm’s Target to $150: Why Rising Memory Prices Are Becoming a Chip Stock Headwind
• Negative Sentiment: BNP Paribas downgraded QCOM to Neutral and cut its target sharply to $120, citing ongoing smartphone weakness with “no end in sight” — a direct hit to demand expectations for Qualcomm’s primary markets and a likely reason for near-term selling pressure. BNP Paribas Cuts QUALCOMM (QCOM) Target on Ongoing Smartphone Weakness
• Neutral Sentiment: Market write-ups summarizing the day point to the analyst downgrades and the end of the short-term rally as the proximate causes of the decline — coverage is reflecting and reinforcing those catalysts. Why Qualcomm (QCOM) Dipped More Than Broader Market Today

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Citigroup reaffirmed a “neutral” rating on shares of Qualcomm in a report on Thursday, January 15th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Qualcomm in a report on Friday, March 27th. Morgan Stanley assumed coverage on shares of Qualcomm in a report on Tuesday, February 10th. They issued an “underweight” rating and a $132.00 price target on the stock. Rosenblatt Securities cut their price target on shares of Qualcomm from $225.00 to $190.00 and set a “buy” rating on the stock in a report on Thursday, February 5th. Finally, Wells Fargo & Company raised shares of Qualcomm from an “underweight” rating to an “equal weight” rating and upped their price target for the company from $135.00 to $185.00 in a report on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, thirteen have assigned a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $158.25.

Qualcomm Stock Down 1.4%

Shares of NASDAQ:QCOM opened at $135.56 on Wednesday. The stock has a market capitalization of $144.64 billion, a price-to-earnings ratio of 28.01 and a beta of 1.28. Qualcomm Incorporated has a 1-year low of $121.99 and a 1-year high of $205.95. The company’s fifty day moving average is $134.36 and its two-hundred day moving average is $155.87. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51.

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. The company had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.16 billion. Qualcomm had a net margin of 11.96% and a return on equity of 44.09%. The firm’s revenue was up 4.7% compared to the same quarter last year. During the same period in the prior year, the company earned $3.41 earnings per share. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Equities analysts anticipate that Qualcomm Incorporated will post 8.25 EPS for the current year.

Qualcomm Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be issued a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a dividend yield of 2.7%. This is a positive change from Qualcomm’s previous quarterly dividend of $0.89. The ex-dividend date of this dividend is Thursday, June 4th. Qualcomm’s dividend payout ratio is currently 76.03%.

Qualcomm declared that its board has approved a stock repurchase program 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 programs are typically a sign that the company’s board believes its shares are undervalued.

Insiders Place Their Bets

In other Qualcomm news, EVP Akash J. Palkhiwala sold 2,500 shares of the stock in a transaction on Monday, April 13th. The shares were sold at an average price of $130.34, for a total transaction of $325,850.00. Following the sale, the executive vice president directly owned 30,684 shares of the company’s stock, valued at approximately $3,999,352.56. This represents a 7.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $137.00, for a total transaction of $438,400.00. Following the sale, the executive vice president directly owned 16,393 shares in the company, valued at $2,245,841. This trade represents a 16.33% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 9,118 shares of company stock worth $1,233,705 over the last three months. 0.05% of the stock is owned by corporate insiders.

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.