QUALCOMM Incorporated $QCOM Shares Acquired by Seizert Capital Partners LLC

Seizert Capital Partners LLC boosted its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 24.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 454,621 shares of the wireless technology company’s stock after buying an additional 88,484 shares during the period. QUALCOMM makes up about 3.3% of Seizert Capital Partners LLC’s portfolio, making the stock its 3rd largest position. Seizert Capital Partners LLC’s holdings in QUALCOMM were worth $75,631,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the stock. Harbor Capital Advisors Inc. lifted its position in shares of QUALCOMM by 72.2% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock worth $26,000 after buying an additional 65 shares in the last quarter. Chung Wu Investment Group LLC purchased a new stake in shares of QUALCOMM during the second quarter valued at approximately $32,000. Harbor Asset Planning Inc. bought a new stake in QUALCOMM during the second quarter worth $32,000. Winnow Wealth LLC purchased a new position in QUALCOMM in the second quarter worth $32,000. Finally, Lavaca Capital LLC bought a new position in QUALCOMM in the 2nd quarter valued at $32,000. Institutional investors own 74.35% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on QCOM. Wells Fargo & Company boosted their price target on shares of QUALCOMM from $140.00 to $165.00 and gave the stock an “underweight” rating in a report on Thursday, November 6th. Royal Bank Of Canada began coverage on shares of QUALCOMM in a research report on Wednesday, January 14th. They set a “sector perform” rating and a $180.00 target price for the company. Cowen reiterated a “buy” rating on shares of QUALCOMM in a report on Thursday, November 6th. Rosenblatt Securities reissued a “buy” rating and issued a $225.00 price target on shares of QUALCOMM in a research report on Thursday, November 6th. Finally, Bank of America raised their price objective on QUALCOMM from $200.00 to $215.00 and gave the stock a “buy” rating in a research note on Thursday, November 6th. Eleven equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $191.28.

Insider Activity

In related news, EVP Alexander H. Rogers sold 15,917 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $178.01, for a total transaction of $2,833,385.17. Following the transaction, the executive vice president directly owned 26,071 shares in the company, valued at approximately $4,640,898.71. This represents a 37.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Heather S. Ace sold 1,600 shares of the stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $172.87, for a total transaction of $276,592.00. Following the completion of the sale, the insider directly owned 19,593 shares in the company, valued at $3,387,041.91. This trade represents a 7.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 44,820 shares of company stock worth $7,883,482 in the last 90 days. Company insiders own 0.08% of the company’s stock.

QUALCOMM Price Performance

NASDAQ:QCOM opened at $155.41 on Tuesday. The firm has a market capitalization of $166.44 billion, a price-to-earnings ratio of 31.77, a PEG ratio of 3.55 and a beta of 1.21. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.82 and a quick ratio of 2.10. The business has a 50 day simple moving average of $171.86 and a 200-day simple moving average of $165.65. QUALCOMM Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95.

QUALCOMM (NASDAQ:QCOM) last released its quarterly earnings results on Wednesday, November 5th. The wireless technology company reported $3.00 earnings per share for the quarter, beating the consensus estimate of $2.87 by $0.13. The company had revenue of $11.27 billion for the quarter, compared to analyst estimates of $10.74 billion. QUALCOMM had a return on equity of 43.22% and a net margin of 12.51%.QUALCOMM’s quarterly revenue was up 10.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.69 EPS. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. Equities analysts forecast that QUALCOMM Incorporated will post 9.39 EPS for the current year.

QUALCOMM Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be issued a $0.89 dividend. This represents a $3.56 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Thursday, March 5th. QUALCOMM’s dividend payout ratio (DPR) is 72.80%.

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.