716,024 Shares in Qualcomm Incorporated $QCOM Bought by PFA Pension Forsikringsaktieselskab

PFA Pension Forsikringsaktieselskab acquired a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 716,024 shares of the wireless technology company’s stock, valued at approximately $124,338,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC increased its holdings in Qualcomm by 116.6% during the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock valued at $2,666,000 after acquiring an additional 9,343 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Qualcomm by 15.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock valued at $391,000 after acquiring an additional 340 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Qualcomm by 44.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock valued at $530,000 after acquiring an additional 1,020 shares in the last quarter. Main Street Financial Solutions LLC increased its holdings in Qualcomm by 6.1% during the 2nd quarter. Main Street Financial Solutions LLC now owns 5,778 shares of the wireless technology company’s stock valued at $920,000 after acquiring an additional 333 shares in the last quarter. Finally, Transamerica Financial Advisors LLC increased its holdings in Qualcomm by 9.7% during the 2nd quarter. Transamerica Financial Advisors LLC now owns 6,800 shares of the wireless technology company’s stock valued at $1,083,000 after acquiring an additional 603 shares in the last quarter. 74.35% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Qualcomm

In other news, EVP Akash J. Palkhiwala sold 2,500 shares of Qualcomm stock in a transaction dated Monday, April 13th. The shares were sold at an average price of $130.34, for a total transaction of $325,850.00. Following the completion of the sale, the executive vice president directly owned 30,684 shares in the company, valued at $3,999,352.56. The trade was a 7.53% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Patricia Y. Grech sold 192 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The stock was sold at an average price of $172.00, for a total transaction of $33,024.00. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 9,310 shares of company stock worth $1,266,729 over the last ninety days. 0.05% of the stock is currently owned by corporate insiders.

Trending Headlines about Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Q2 beat and segment strength — Qualcomm topped EPS expectations and showed strong automotive/licensing performance, which supports near‑term earnings quality and helped fuel the recent rally. Qualcomm (QCOM) Posts Stellar Q2
• Positive Sentiment: Data‑center/hyperscaler validation — CEO commentary that Qualcomm will ship custom data‑center chips to a “large hyperscaler” this year materially changed the narrative and underpins hopes for a new, higher‑growth revenue stream. Reuters: Qualcomm shares jump
• Positive Sentiment: Analyst support — Multiple firms raised targets or reaffirmed buy ratings (e.g., Benchmark, Rosenblatt, Summit Insights upgrade), which added fuel to the rally and legitimized the AI/data‑center story. Wall Street Lifts Qualcomm Price Target
• Neutral Sentiment: Technicals and momentum — Chart signals show an overbought setup after the rapid rally; that attracts momentum buyers but raises short‑term pullback risk. Barron’s: Technicals
• Neutral Sentiment: Capital returns — Ongoing buyback authorization and a raised quarterly dividend support shareholder returns, a stabilizing factor for valuation. MarketBeat: QCOM summary
• Negative Sentiment: Below‑consensus Q3 guide & memory shortage — Qualcomm guided Q3 revenue/EPS below Street expectations and pointed to a memory supply issue that could pressure handset demand, which triggered the initial post‑earnings weakness. Reuters: Forecast underwhelms
• Negative Sentiment: Insider sale disclosure — A CAO disclosed a small Rule 10b5‑1 sale (192 shares); minimal on its own but noted by some data aggregators amid high‑volume trading. InsiderTrades: Insider sale

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on QCOM shares. Seaport Research Partners restated a “sell” rating and set a $100.00 target price on shares of Qualcomm in a report on Monday, March 16th. Summit Insights upgraded shares of Qualcomm from a “hold” rating to a “buy” rating in a report on Thursday. Wells Fargo & Company raised their target price on shares of Qualcomm from $150.00 to $160.00 and gave the company an “equal weight” rating in a report on Thursday. Daiwa Securities Group downgraded shares of Qualcomm from an “outperform” rating to a “neutral” rating and set a $140.00 target price for the company. in a report on Wednesday, February 11th. Finally, Citigroup raised their target price on shares of Qualcomm from $140.00 to $160.00 and gave the company a “neutral” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, fifteen have assigned a Hold rating and four have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $172.40.

Qualcomm Stock Performance

Shares of NASDAQ QCOM opened at $177.00 on Friday. The company has a market cap of $188.85 billion, a PE ratio of 19.24 and a beta of 1.49. Qualcomm Incorporated has a 12 month low of $121.99 and a 12 month high of $205.95. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.37 and a quick ratio of 1.83. The company has a 50-day simple moving average of $135.69 and a 200-day simple moving average of $155.33.

Qualcomm (NASDAQ:QCOM) last issued its quarterly earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 EPS for the quarter, topping analysts’ consensus estimates of $2.56 by $0.09. The business had revenue of $10.60 billion during the quarter, compared to the consensus estimate of $10.59 billion. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. The company’s quarterly revenue was down 3.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.85 earnings per share. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. On average, equities analysts anticipate that Qualcomm Incorporated will post 8.18 earnings per share for the current year.

Qualcomm announced that its board has initiated a share repurchase plan on Tuesday, March 17th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the wireless technology company to repurchase up to 14.5% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s board believes its shares are undervalued.

Qualcomm Increases Dividend

The company also recently declared 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 represents a $3.68 dividend on an annualized basis and a dividend yield of 2.1%. This is a boost from Qualcomm’s previous quarterly dividend of $0.89. The ex-dividend date is Thursday, June 4th. Qualcomm’s payout ratio is presently 38.70%.

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.