Townsquare Capital LLC Cuts Position in QUALCOMM Incorporated $QCOM

Townsquare Capital LLC lowered its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 45.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 15,561 shares of the wireless technology company’s stock after selling 12,738 shares during the period. Townsquare Capital LLC’s holdings in QUALCOMM were worth $2,589,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Guinness Asset Management LTD boosted its stake in shares of QUALCOMM by 11.6% during the second quarter. Guinness Asset Management LTD now owns 55,410 shares of the wireless technology company’s stock valued at $8,824,000 after acquiring an additional 5,779 shares during the last quarter. CORDA Investment Management LLC. lifted its holdings 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 valued at $3,579,000 after purchasing an additional 3,524 shares in the last quarter. Westerkirk Capital Inc. acquired a new stake in shares of QUALCOMM during the 2nd quarter worth about $4,539,000. MASTERINVEST Kapitalanlage GmbH purchased a new stake in shares of QUALCOMM during the second quarter worth about $3,896,000. Finally, Inscription Capital LLC raised its position 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 last quarter. 74.35% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at QUALCOMM

In related news, CAO Patricia Y. Grech sold 203 shares of QUALCOMM stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $170.00, for a total transaction of $34,510.00. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Heather S. Ace sold 1,600 shares of the company’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $172.87, for a total transaction of $276,592.00. Following the completion of the transaction, the insider directly owned 19,593 shares of the company’s stock, valued at approximately $3,387,041.91. The trade was a 7.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 44,820 shares of company stock worth $7,883,482. 0.05% of the stock is currently owned by insiders.

QUALCOMM Trading Down 0.3%

NASDAQ:QCOM opened at $152.22 on Friday. QUALCOMM Incorporated has a 12 month low of $120.80 and a 12 month high of $205.95. The business’s 50-day moving average is $169.46 and its two-hundred day moving average is $165.30. 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 firm has a market capitalization of $162.58 billion, a PE ratio of 31.13, a price-to-earnings-growth ratio of 3.40 and a beta of 1.21.

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

QUALCOMM Dividend Announcement

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 paid a $0.89 dividend. The ex-dividend date is Thursday, March 5th. This represents a $3.56 annualized dividend and a dividend yield of 2.3%. QUALCOMM’s dividend payout ratio is 72.80%.

Wall Street Analyst Weigh In

QCOM has been the subject of several recent analyst reports. Zacks Research cut shares of QUALCOMM from a “hold” rating to a “strong sell” rating in a research note on Tuesday. Mizuho lowered their price objective on QUALCOMM from $175.00 to $160.00 and set a “neutral” rating for the company in a research report on Monday. Weiss Ratings reissued a “hold (c)” rating on shares of QUALCOMM in a research note on Monday, December 29th. UBS Group decreased their target price on shares of QUALCOMM from $185.00 to $160.00 and set a “neutral” rating on the stock in a research report on Monday. Finally, Cantor Fitzgerald reaffirmed a “neutral” rating and set a $185.00 price target on shares of QUALCOMM in a research note on Tuesday, December 16th. Ten research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $189.06.

More QUALCOMM News

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Macro/valuation bulls point to QCOM as a “safe” tech income play given strong cash generation, high dividend yield and attractive valuation metrics — this supports the case for income-oriented investors. Is Qualcomm The Ultimate “Safe” Tech Buy?
• Positive Sentiment: Coverage highlights Qualcomm’s push into on‑device AI, which is a strategic growth narrative that could support longer-term revenue diversification beyond smartphones. This narrative can attract investors focused on AI exposure in semiconductors. Qualcomm Taps On Device AI As Shares Trade Below Analyst Targets
• Positive Sentiment: Technical-watchers note a historical RSI setup that preceded a strong rally previously, which some traders interpret as a potential short-term rebound signal. Use cautiously and combine with fundamentals. The last time Qualcomm’s RSI did this, the stock rallied 70%
• Neutral Sentiment: Recent analyst coverage roundup summarizes current ratings and estimates — useful for tracking consensus price targets and revisions ahead of the Feb. 4 results but not a single decisive driver on its own. Qualcomm Stock: Analyst Estimates & Ratings
• Neutral Sentiment: UBS reaffirmed a hold rating — keeps institutional view mixed rather than bullish, reinforcing the “wait for earnings/visibility” stance. UBS Keeps Their Hold Rating on Qualcomm (QCOM)
• Neutral Sentiment: Institutional filing shows large portfolio moves: some managers materially added QCOM shares (e.g., Loring Wolcott added ~392,870 shares in the reported quarter) while others trimmed — signals mixed but confirms continued institutional interest. Fund Update: 392,870 QUALCOMM (QCOM) shares added…
• Negative Sentiment: Zacks issued a notable downgrade to “strong sell” — a clear near-term negative that can put downward pressure on the share price by influencing retail and quant-driven flows. Zacks.com
• Negative Sentiment: Earnings previews from some outlets expect a Q1 EPS decline, increasing the risk that the Feb. 4 print or guidance could disappoint and weigh on the stock. Earnings Preview: Qualcomm (QCOM) Q1 Earnings Expected to Decline
• Negative Sentiment: Insider selling activity is notable (multiple executive sales reported), which investors often view as a mild negative signal on near-term insider conviction. Fund Update / Insider Activity

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.