GF Fund Management CO. LTD. Has $41.46 Million Stake in Qualcomm Incorporated $QCOM

GF Fund Management CO. LTD. boosted its position in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 10.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 242,403 shares of the wireless technology company’s stock after buying an additional 23,723 shares during the period. GF Fund Management CO. LTD.’s holdings in Qualcomm were worth $41,463,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of QCOM. Harbor Capital Advisors Inc. boosted its position in 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 during the period. Cloud Capital Management LLC acquired a new stake in Qualcomm during the 3rd quarter worth approximately $27,000. Richardson Financial Services Inc. boosted its position in Qualcomm by 90.9% during the 4th quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company’s stock worth $29,000 after buying an additional 80 shares during the period. Glass Jacobson Investment Advisors llc boosted its position in Qualcomm by 113.5% during the 4th quarter. Glass Jacobson Investment Advisors llc now owns 190 shares of the wireless technology company’s stock worth $32,000 after buying an additional 101 shares during the period. Finally, Board of the Pension Protection Fund acquired a new stake in Qualcomm during the 4th quarter worth approximately $34,000. 74.35% of the stock is currently owned by institutional investors and hedge funds.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Board approved a quarterly cash dividend of $0.92 per share (record June 4, payable June 25), which supports income investors and signals confidence in cash flow. Qualcomm Announces Quarterly Cash Dividend
• Positive Sentiment: Qualcomm expanded its XR/mobile AI footprint with a multi‑year deal to supply Snapdragon XR processors to Snap’s Specs unit — strengthens QCOM’s positioning in AI wearables and adjacent compute markets. Qualcomm (QCOM) Makes A Strategic Bet That Could Matter More Than It Seems
• Positive Sentiment: Management is deepening automotive ambitions (direct investment in Wayve; expanded Bosch collaboration) to supply vehicle compute/ADAS platforms — a structural growth avenue beyond smartphones. Qualcomm’s Automotive Push Adds New Layer To QCOM Investment Story
• Positive Sentiment: Some analysts/investors view QCOM as attractively valued relative to fast‑rising peers, arguing the selloff creates a buying opportunity if mobile recovery and new verticals gain traction. Qualcomm: Rare Value In An Otherwise Inflated Sector
• Neutral Sentiment: Balanced bull/bear price‑case pieces highlight that upside depends on handset cycles, RF demand and execution in automotive/AI, so short‑term moves may be volatile. Qualcomm Stock Price Prediction: Bull and Bear Case
• Neutral Sentiment: Longer‑term thesis is mixed in market commentary — some outlets praise positioning while warning industry headwinds could cap near‑term growth. Could Qualcomm Stock be One of the Best Semiconductor Stocks to Buy Today?
• Negative Sentiment: JPMorgan cut QCOM from Overweight to Neutral, placed it on a negative‑catalyst watch and slashed the price target (cites smartphone/visibility concerns) — a high‑profile downgrade that can pressure sentiment and multiple compression. JPMorgan Downgrades Qualcomm and Puts It on Negative Watch: Is the Smartphone Giant’s Best Days Behind It?
• Negative Sentiment: Analyst downgrades and relative underperformance versus peers (QCOM roughly flat over 12 months while peers rallied) keep selling pressure and raise execution expectations. Qualcomm: Rare Value In An Otherwise Inflated Sector

Analysts Set New Price Targets

QCOM has been the topic of several recent research reports. Morgan Stanley initiated coverage on shares of Qualcomm in a research report on Tuesday, February 10th. They set an “underweight” rating and a $132.00 target price on the stock. Susquehanna downgraded shares of Qualcomm from a “positive” rating to a “neutral” rating and set a $140.00 target price on the stock. in a research report on Thursday, February 5th. DZ Bank upgraded shares of Qualcomm to a “strong-buy” rating in a research report on Tuesday, February 10th. BNP Paribas Exane downgraded shares of Qualcomm from an “outperform” rating to a “neutral” rating and cut their target price for the stock from $180.00 to $120.00 in a research report on Friday. Finally, Wells Fargo & Company upgraded shares of Qualcomm from an “underweight” rating to an “equal weight” rating and lifted their target price for the stock from $135.00 to $185.00 in a research report on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, Qualcomm currently has a consensus rating of “Hold” and a consensus target price of $159.91.

Qualcomm Stock Up 1.3%

Shares of NASDAQ QCOM opened at $136.20 on Friday. The company has a market capitalization of $145.33 billion, a P/E ratio of 28.14 and a beta of 1.28. Qualcomm Incorporated has a 52-week low of $121.99 and a 52-week high of $205.95. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51. The company’s 50 day moving average price is $134.48 and its 200-day moving average price is $156.47.

Qualcomm (NASDAQ:QCOM) last issued its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.38 by $0.12. The firm had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.16 billion. Qualcomm had a net margin of 11.96% and a return on equity of 44.09%. The company’s revenue for the quarter was up 4.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $3.41 EPS. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Equities analysts forecast that Qualcomm Incorporated will post 9.39 earnings per share for the current year.

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 given a $0.92 dividend. This is an increase from Qualcomm’s previous quarterly dividend of $0.89. The ex-dividend date is Thursday, June 4th. This represents a $3.68 dividend on an annualized basis and a dividend yield of 2.7%. Qualcomm’s dividend payout ratio is presently 73.55%.

Qualcomm announced that its board has authorized a stock 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 buy up to 14.5% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s leadership believes its stock is undervalued.

Insider Buying and Selling

In other news, EVP Heather S. Ace sold 3,200 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $137.00, for a total value of $438,400.00. Following the transaction, the executive vice president owned 16,393 shares in the company, valued at approximately $2,245,841. The trade was a 16.33% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Akash J. Palkhiwala sold 3,333 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $137.65, for a total transaction of $458,787.45. Following the completion of the transaction, the executive vice president owned 35,599 shares in the company, valued at $4,900,202.35. This trade represents a 8.56% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 9,118 shares of company stock worth $1,233,705 in the last 90 days. Corporate insiders own 0.05% 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.