Mosley Wealth Management Purchases New Stake in Qualcomm Incorporated $QCOM

Mosley Wealth Management purchased a new stake in shares of Qualcomm Incorporated (NASDAQ:QCOM) in the fourth quarter, Holdings Channel reports. The firm purchased 12,366 shares of the wireless technology company’s stock, valued at approximately $2,075,000. Qualcomm makes up about 1.0% of Mosley Wealth Management’s portfolio, making the stock its 25th biggest position.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in Qualcomm by 0.6% during the 4th quarter. Vanguard Group Inc. now owns 114,144,068 shares of the wireless technology company’s stock valued at $19,524,350,000 after buying an additional 647,076 shares during the last quarter. Geode Capital Management LLC raised its holdings in Qualcomm by 12.5% during the 4th quarter. Geode Capital Management LLC now owns 28,897,079 shares of the wireless technology company’s stock valued at $4,931,968,000 after buying an additional 3,221,924 shares during the last quarter. Norges Bank purchased a new position in Qualcomm during the 4th quarter valued at $2,591,056,000. Amundi lifted its position in shares of Qualcomm by 9.9% in the 3rd quarter. Amundi now owns 12,671,635 shares of the wireless technology company’s stock worth $2,136,486,000 after purchasing an additional 1,138,541 shares during the period. Finally, Wellington Management Group LLP boosted its stake in shares of Qualcomm by 141.8% during the 3rd quarter. Wellington Management Group LLP now owns 12,437,240 shares of the wireless technology company’s stock valued at $2,069,059,000 after purchasing an additional 7,292,783 shares in the last quarter. 74.35% of the stock is currently owned by institutional investors.

Qualcomm Stock Performance

Shares of QCOM stock opened at $202.96 on Friday. The company has a market capitalization of $213.92 billion, a price-to-earnings ratio of 22.06, a price-to-earnings-growth ratio of 23.65 and a beta of 1.59. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.61 and a current ratio of 2.37. Qualcomm Incorporated has a one year low of $121.99 and a one year high of $259.92. The company’s 50-day moving average is $182.74 and its 200 day moving average is $164.53.

Qualcomm (NASDAQ:QCOM) last posted its earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.56 by $0.09. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. The business had revenue of $10.60 billion for the quarter, compared to analysts’ expectations of $10.59 billion. During the same quarter in the prior year, the business earned $2.85 EPS. The business’s revenue for the quarter was down 3.5% compared to the same quarter last year. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Sell-side analysts expect that Qualcomm Incorporated will post 8 EPS for the current fiscal year.

Qualcomm Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be paid a $0.92 dividend. This is a boost from Qualcomm’s previous quarterly dividend of $0.89. This represents a $3.68 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date is Thursday, June 4th. Qualcomm’s dividend payout ratio (DPR) is presently 40.00%.

Qualcomm announced that its Board of Directors has approved a share repurchase program on Tuesday, March 17th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the wireless technology company to repurchase up to 14.5% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s leadership believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on QCOM shares. Royal Bank Of Canada boosted their price target on shares of Qualcomm from $150.00 to $175.00 and gave the company a “sector perform” rating in a research report on Thursday, April 30th. The Goldman Sachs Group started coverage on shares of Qualcomm in a research report on Monday, March 30th. They set a “neutral” rating and a $135.00 price target on the stock. Seaport Research Partners reiterated a “sell” rating and set a $100.00 price target on shares of Qualcomm in a research report on Monday, March 16th. Robert W. Baird set a $300.00 target price on shares of Qualcomm in a research report on Friday, May 1st. Finally, Daiwa Securities Group raised shares of Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 target price on the stock in a research report on Friday, May 8th. Fourteen equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $181.79.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm’s AI growth story got another boost as coverage highlighted its ecosystem expanding into humanoid robots and autonomous vehicles, reinforcing the company’s push beyond smartphones. Qualcomm’s AI Ecosystem Extends To Humanoid Robots And Autonomous Vehicles
• Positive Sentiment: JPMorgan reportedly raised its price target on Qualcomm to $265 from $160 ahead of the company’s June 24 investor day, signaling expectations for a stronger long-term growth outlook and more credibility around its data-center and AI ambitions. Why 1 veteran analyst firm hiked its Qualcomm stock price target for 2026
• Positive Sentiment: QCraft said it demonstrated urban NOA on Qualcomm’s Snapdragon Ride platform and is targeting global mass production in 2026, supporting Qualcomm’s automotive chip opportunity. QCraft Demonstrates Urban NOA on Qualcomm’s Latest Snapdragon Ride SoC, Targets 2026 Global Mass Production
• Neutral Sentiment: Erste Group trimmed its FY2027 EPS estimate to $7.66 from $7.79, a modest reduction that may add to investor caution but does not materially change the longer-term story.
• Negative Sentiment: An executive vice president sold 2,500 shares under a pre-arranged 10b5-1 plan, which can be viewed as a mild overhang even though the sale was routine and not necessarily a bearish signal. SEC filing for Akash J. Palkhiwala transaction
• Negative Sentiment: Recent commentary also notes Qualcomm has been caught in a broader semiconductor selloff and profit-taking after a strong AI-driven run, which is weighing on the shares in the near term. Qualcomm Slips, Shorter-Term Momentum Cools From Roller Coaster AI Highs

Insider Activity at Qualcomm

In other news, EVP Heather S. Ace sold 3,200 shares of Qualcomm stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $177.82, for a total value of $569,024.00. Following the completion of the sale, the executive vice president directly owned 39,735 shares in the company, valued at $7,065,677.70. The trade was a 7.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Akash J. Palkhiwala sold 2,500 shares of Qualcomm stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $197.35, for a total transaction of $493,375.00. Following the completion of the sale, the executive vice president owned 25,684 shares of the company’s stock, valued at $5,068,737.40. This represents a 8.87% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 21,806 shares of company stock valued at $3,928,958. Insiders own 0.05% of the company’s stock.

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.