World Investment Advisors Has $10.74 Million Stock Position in Qualcomm Incorporated $QCOM

World Investment Advisors grew its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 14.3% in the fourth quarter, Holdings Channel reports. The institutional investor owned 64,911 shares of the wireless technology company’s stock after acquiring an additional 8,130 shares during the period. World Investment Advisors’ holdings in Qualcomm were worth $10,742,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC boosted its holdings in Qualcomm by 116.6% during the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after purchasing an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in Qualcomm by 15.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock worth $391,000 after purchasing an additional 340 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in Qualcomm by 44.3% during the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock worth $530,000 after purchasing an additional 1,020 shares during the last quarter. Main Street Financial Solutions LLC boosted its holdings in Qualcomm by 6.1% during the second quarter. Main Street Financial Solutions LLC now owns 5,778 shares of the wireless technology company’s stock worth $920,000 after purchasing an additional 333 shares during the last quarter. Finally, Transamerica Financial Advisors LLC boosted its holdings in Qualcomm by 9.7% during the second quarter. Transamerica Financial Advisors LLC now owns 6,800 shares of the wireless technology company’s stock worth $1,083,000 after purchasing an additional 603 shares during the last quarter. 74.35% of the stock is currently owned by institutional investors and hedge funds.

Key Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Several analysts raised or reiterated positive views on Qualcomm, including higher price targets, reflecting confidence that the stock still has upside after the recent rally. Qualcomm (QCOM) price target increased by 12.91% to 180.60
• Positive Sentiment: Investors are encouragingly viewing Qualcomm’s hyperscaler/custom silicon win and AI ambitions as a new growth engine that could expand the company beyond handset chips. Qualcomm: The Cheapest AI Winner (Rating Upgrade)
• Positive Sentiment: Qualcomm’s new Snapdragon platforms and AI-powered mobile features are supporting the bullish case that its smartphone business can still drive growth while the company expands into AI-adjacent markets. QUALCOMM Incorporated (QCOM) Eyes Smartphone Growth with New Snapdragon Platforms
• Positive Sentiment: Coverage on the broader semiconductor rebound and renewed AI chip buying is helping sentiment for Qualcomm alongside peers like Intel and AMD. Intel, AMD, Qualcomm Stocks Rise as AI Chip Rally Reignites
• Neutral Sentiment: Wall Street commentary suggests the semiconductor trade may be cooling after a strong run, which could keep QCOM volatile even if the long-term AI story remains intact. Wall Street Is Worried About a ‘Sizzling’ Semiconductor Trade
• Neutral Sentiment: Qualcomm insider selling by EVP Akash J. Palkhiwala may raise some caution, though the sale was made under a pre-arranged trading plan and does not necessarily signal a change in outlook.
• Negative Sentiment: Some analysts remain cautious, warning that Qualcomm’s rally may have run ahead of fundamentals and that smartphone weakness still creates near-term risk. Wall Street analysts update Qualcomm’s stock price target for the next 12 months
• Negative Sentiment: Reports of Qualcomm tumbling with other chip and AI names on risk-off trading highlight how quickly sentiment can reverse if investors pull back from the sector. Qualcomm tumbles, leading semiconductor and AI stocks lower

Insider Activity at Qualcomm

In other news, CAO Patricia Y. Grech sold 192 shares of the business’s stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $172.00, for a total value of $33,024.00. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather S. Ace sold 3,200 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $177.82, for a total transaction of $569,024.00. Following the completion of the sale, the executive vice president directly owned 39,735 shares in the company, valued at approximately $7,065,677.70. This trade represents a 7.45% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 18,477 shares of company stock valued at $3,268,316 in the last three months. Insiders own 0.05% of the company’s stock.

Qualcomm Stock Up 1.4%

QCOM opened at $213.21 on Thursday. The company has a quick ratio of 1.61, a current ratio of 2.37 and a debt-to-equity ratio of 0.54. The stock has a market cap of $224.72 billion, a price-to-earnings ratio of 23.18, a PEG ratio of 26.05 and a beta of 1.49. Qualcomm Incorporated has a twelve month low of $121.99 and a twelve month high of $247.90. The company’s 50-day moving average price is $144.88 and its two-hundred day moving average price is $157.33.

Qualcomm (NASDAQ:QCOM) last released its earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share for the quarter, beating analysts’ consensus estimates of $2.56 by $0.09. The firm had revenue of $10.60 billion for the quarter, compared to analysts’ expectations of $10.59 billion. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. The company’s quarterly revenue was down 3.5% on a year-over-year basis. During the same period in the previous year, the company earned $2.85 earnings per share. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. As a group, equities analysts expect that Qualcomm Incorporated will post 7.99 earnings per share for the current year.

Qualcomm announced that its board has initiated a stock repurchase plan on Tuesday, March 17th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the wireless technology company to buy up to 14.5% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s leadership believes its stock is undervalued.

Qualcomm Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be paid a $0.92 dividend. The ex-dividend date is Thursday, June 4th. This is a positive change from Qualcomm’s previous quarterly dividend of $0.89. This represents a $3.68 dividend on an annualized basis and a yield of 1.7%. Qualcomm’s dividend payout ratio is presently 38.70%.

Analyst Ratings Changes

QCOM has been the topic of several analyst reports. Daiwa Securities Group upgraded shares of Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 price target on the stock in a report on Friday, May 8th. Mizuho cut their price target on shares of Qualcomm from $160.00 to $140.00 and set a “neutral” rating on the stock in a report on Thursday, February 5th. HSBC initiated coverage on shares of Qualcomm in a report on Friday, May 8th. They set a “buy” rating on the stock. Argus set a $220.00 price target on shares of Qualcomm in a report on Friday, May 1st. Finally, Tigress Financial boosted their price target on shares of Qualcomm from $270.00 to $280.00 and gave the stock a “buy” rating in a report on Friday, May 8th. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and four have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $180.37.

About Qualcomm

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.