Rakuten Investment Management Inc. Buys New Shares in QUALCOMM Incorporated $QCOM

Rakuten Investment Management Inc. purchased a new position in QUALCOMM Incorporated (NASDAQ:QCOM) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 87,279 shares of the wireless technology company’s stock, valued at approximately $14,520,000.

Several other institutional investors also recently modified their holdings of the stock. Guinness Asset Management LTD raised its stake in QUALCOMM by 11.6% during the 2nd quarter. Guinness Asset Management LTD now owns 55,410 shares of the wireless technology company’s stock valued at $8,824,000 after purchasing an additional 5,779 shares during the last quarter. CORDA Investment Management LLC. grew its position in QUALCOMM by 18.6% in the 2nd quarter. CORDA Investment Management LLC. now owns 22,474 shares of the wireless technology company’s stock worth $3,579,000 after purchasing an additional 3,524 shares during the last quarter. Westerkirk Capital Inc. bought a new position in shares of QUALCOMM during the 2nd quarter worth about $4,539,000. MASTERINVEST Kapitalanlage GmbH acquired a new position in shares of QUALCOMM during the second quarter valued at about $3,896,000. Finally, Inscription Capital LLC lifted its stake in shares of QUALCOMM by 58.1% in the third quarter. Inscription Capital LLC now owns 13,055 shares of the wireless technology company’s stock valued at $2,172,000 after buying an additional 4,799 shares during the period. Institutional investors own 74.35% of the company’s stock.

QUALCOMM Trading Up 1.5%

Shares of QCOM opened at $156.37 on Thursday. The company has a current ratio of 2.82, a quick ratio of 2.10 and a debt-to-equity ratio of 0.70. The stock has a market cap of $167.47 billion, a PE ratio of 31.98, a PEG ratio of 3.43 and a beta of 1.21. QUALCOMM Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95. The stock has a 50 day simple moving average of $171.06 and a 200-day simple moving average of $165.53.

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

QUALCOMM Announces Dividend

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

Analyst Ratings Changes

A number of research firms recently weighed in on QCOM. Royal Bank Of Canada assumed coverage on QUALCOMM in a research report on Wednesday, January 14th. They set a “sector perform” rating and a $180.00 target price on the stock. TD Cowen reiterated a “buy” rating on shares of QUALCOMM in a research report on Thursday, November 6th. Citigroup restated a “neutral” rating on shares of QUALCOMM in a research report on Thursday, January 15th. Bank of America upped their target price on QUALCOMM from $200.00 to $215.00 and gave the company a “buy” rating in a research note on Thursday, November 6th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of QUALCOMM in a research report on Monday, December 29th. Ten research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $191.28.

Key Stories Impacting QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Zacks notes Qualcomm outpaced the market in the latest session as buyers stepped in after recent weakness, helping shares recover some lost ground. This suggests short-term momentum and bargain-hunting are supporting the stock. Why Qualcomm (QCOM) Outpaced the Stock Market Today
• Positive Sentiment: The Motley Fool highlights Qualcomm as an AI-exposed name that could benefit if AI infrastructure demand broadens, framing QCOM as a longer-term thematic play that may attract value-seeking investors after the pullback. These AI Stocks Could Lead the Next Bull Market, and They Are Still Cheap
• Positive Sentiment: Coverage asking whether QCOM is “now attractive” argues the recent share-price pullback has improved valuation, signaling potential interest from value investors if fundamentals remain intact. Is Qualcomm (QCOM) Now Attractive After Recent Share Price Pullback?
• Neutral Sentiment: Qualcomm scheduled its Q1 FY2026 earnings release and conference call — a near-term event that often drives volatility as investors reposition ahead of guidance and results. The release is a clear upcoming catalyst but its directional impact depends on the report. Qualcomm Schedules First Quarter Fiscal 2026 Earnings Release and Conference Call
• Neutral Sentiment: MarketBeat calls the stock “extremely oversold” after a sharp seven-session drop, noting technical damage but also that the selloff appears driven more by broad risk-off flows than company-specific news — this implies both downside risk and a potential mean-reversion opportunity. Qualcomm Gets Crushed: $150 Is the Level to Watch Going Forward
• Negative Sentiment: Forbes reports a seven-day losing streak and a roughly $30 billion market-cap decline over the week, emphasizing sustained selling pressure that has amplified downside risk and investor caution. Why Is Qualcomm Stock Falling?
• Negative Sentiment: Seeking Alpha downgraded the stock to a sell, citing concerns about valuation risk if upcoming guidance disappoints and highlighting recent analyst downgrades that have pressured sentiment. Analyst skepticism increases the chance of further downside if results or guidance miss. Qualcomm Looks Cheap: The Next Guidance Could Make It Way Cheaper

Insider Activity

In other news, EVP Ann C. Chaplin sold 7,180 shares of QUALCOMM stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $178.03, for a total value of $1,278,255.40. Following the completion of the transaction, the executive vice president owned 23,944 shares in the company, valued at approximately $4,262,750.32. The trade was a 23.07% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Alexander H. Rogers sold 15,917 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $178.01, for a total value of $2,833,385.17. Following the completion of the transaction, the executive vice president directly owned 26,071 shares in the company, valued at $4,640,898.71. The trade was a 37.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 44,820 shares of company stock worth $7,883,482 over the last ninety days. Corporate insiders own 0.08% of the company’s stock.

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.