PBU The Pension Fund of Early Childhood & Youth Educators Makes New $13.45 Million Investment in Qualcomm Incorporated $QCOM

PBU The Pension Fund of Early Childhood & Youth Educators acquired a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM) in the 4th quarter, Holdings Channel.com reports. The firm acquired 78,611 shares of the wireless technology company’s stock, valued at approximately $13,446,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in QCOM. Norges Bank bought a new stake in Qualcomm during the 4th quarter worth about $2,591,056,000. Wellington Management Group LLP raised its holdings in Qualcomm by 141.8% during the 3rd quarter. Wellington Management Group LLP now owns 12,437,240 shares of the wireless technology company’s stock worth $2,069,059,000 after purchasing an additional 7,292,783 shares during the last quarter. Geode Capital Management LLC raised its holdings in Qualcomm by 12.5% during the 4th quarter. Geode Capital Management LLC now owns 28,897,079 shares of the wireless technology company’s stock worth $4,931,968,000 after purchasing an additional 3,221,924 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in Qualcomm by 36.8% during the 3rd quarter. Dimensional Fund Advisors LP now owns 6,552,427 shares of the wireless technology company’s stock worth $1,090,025,000 after purchasing an additional 1,764,252 shares during the last quarter. Finally, Viking Global Investors LP raised its holdings in Qualcomm by 120.1% during the 2nd quarter. Viking Global Investors LP now owns 3,152,866 shares of the wireless technology company’s stock worth $502,125,000 after purchasing an additional 1,720,529 shares during the last quarter. 74.35% of the stock is owned by institutional investors.

Insider Transactions at Qualcomm

In other Qualcomm news, CEO Cristiano R. Amon sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $180.00, for a total transaction of $1,800,000.00. Following the completion of the transaction, the chief executive officer owned 197,568 shares of the company’s stock, valued at $35,562,240. This represents a 4.82% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather S. Ace sold 3,200 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $177.82, for a total value of $569,024.00. Following the transaction, the executive vice president directly owned 39,735 shares of the company’s stock, valued at approximately $7,065,677.70. This trade represents a 7.45% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 19,306 shares of company stock worth $3,435,583. Insiders own 0.05% of the company’s stock.

Qualcomm Price Performance

Shares of QCOM opened at $215.94 on Friday. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.61 and a current ratio of 2.37. The stock has a 50 day simple moving average of $176.66 and a 200 day simple moving average of $163.40. Qualcomm Incorporated has a 52-week low of $121.99 and a 52-week high of $259.92. The firm has a market capitalization of $227.60 billion, a PE ratio of 23.47, a P/E/G ratio of 30.05 and a beta of 1.59.

Qualcomm (NASDAQ:QCOM) last issued its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.56 by $0.09. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The business had revenue of $10.60 billion during the quarter, compared to analyst estimates of $10.59 billion. During the same period in the previous year, the firm earned $2.85 EPS. Qualcomm’s quarterly 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. Sell-side analysts predict that Qualcomm Incorporated will post 7.99 EPS for the current fiscal year.

Qualcomm declared that its board has authorized a share 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 shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

Qualcomm Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be given 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 dividend on an annualized basis and a yield of 1.7%. Qualcomm’s payout ratio is currently 40.00%.

Trending Headlines about Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Negative Sentiment: Qualcomm shares fell as a broad chip selloff hit the sector after Broadcom earnings and a stronger-than-expected U.S. jobs report fueled rate-hike concerns and pressure on semiconductor names. Why Qualcomm (QCOM) Stock Is Nosediving
• Negative Sentiment: Nvidia’s new AI PC chip has intensified competition in Windows laptops, raising concerns that Qualcomm’s Snapdragon franchise could face more pricing and share pressure. Qualcomm stock under pressure as Nvidia unveils new AI PC chip
• Negative Sentiment: Another market update highlighted Qualcomm’s recent weakness even as broader markets rose, reflecting investor caution around the stock’s near-term setup. Qualcomm (QCOM) Stock Slides as Market Rises: Facts to Know Before You Trade
• Neutral Sentiment: Qualcomm was rated a “Hold” in a recent valuation check that noted its AI growth initiatives, but also the stock’s volatile trading around Nvidia-related competition. 1 High-Flying Artificial Intelligence Stock You Might Want to Avoid Buying Right Now
• Neutral Sentiment: Primax announced Qualcomm-powered edge AI conference platforms, which supports Qualcomm’s presence in AI hardware but appears to be a smaller commercial win rather than a major stock-moving catalyst. Primax Advances AI Conference Solutions with Qualcomm-Powered Edge AI Platforms

Analysts Set New Price Targets

QCOM has been the subject of a number of recent analyst reports. HSBC initiated coverage on Qualcomm in a research note on Friday, May 8th. They issued a “buy” rating for the company. The Goldman Sachs Group initiated coverage on Qualcomm in a research note on Monday, March 30th. They issued a “neutral” rating and a $135.00 price target for the company. Evercore set a $179.00 price target on Qualcomm in a research note on Thursday, April 30th. Bank of America initiated coverage on Qualcomm in a research note on Tuesday, March 10th. They issued an “underperform” rating and a $145.00 price target for the company. Finally, Rosenblatt Securities reaffirmed a “buy” rating and issued a $190.00 price target on shares of Qualcomm in a research note on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and four have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $181.79.

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.