Altshuler Shaham Ltd Has $39.07 Million Holdings in Qualcomm Incorporated $QCOM

Altshuler Shaham Ltd boosted its holdings in Qualcomm Incorporated (NASDAQ:QCOM) by 16,696.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 228,430 shares of the wireless technology company’s stock after acquiring an additional 227,070 shares during the period. Altshuler Shaham Ltd’s holdings in Qualcomm were worth $39,073,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Richardson Financial Services Inc. raised its stake in Qualcomm by 90.9% in the 4th quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company’s stock valued at $29,000 after acquiring an additional 80 shares during the period. Torren Management LLC bought a new stake in Qualcomm in the 4th quarter valued at $29,000. Caitong International Asset Management Co. Ltd raised its stake in Qualcomm by 17,000.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company’s stock valued at $29,000 after acquiring an additional 170 shares during the period. Commonwealth Retirement Investments LLC bought a new stake in Qualcomm in the 4th quarter valued at $32,000. Finally, Glass Jacobson Investment Advisors llc raised its stake in Qualcomm by 113.5% in the 4th quarter. Glass Jacobson Investment Advisors llc now owns 190 shares of the wireless technology company’s stock valued at $32,000 after acquiring an additional 101 shares during the period. Institutional investors own 74.35% of the company’s stock.

Qualcomm Trading Down 0.5%

QCOM stock opened at $212.97 on Thursday. The company has a debt-to-equity ratio of 0.54, a quick ratio of 1.61 and a current ratio of 2.37. The company’s 50-day simple moving average is $189.80 and its 200 day simple moving average is $165.94. Qualcomm Incorporated has a 52 week low of $121.99 and a 52 week high of $259.92. The company has a market capitalization of $224.47 billion, a PE ratio of 23.15, a price-to-earnings-growth ratio of 26.48 and a beta of 1.59.

Qualcomm (NASDAQ:QCOM) last released its quarterly earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 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 the consensus estimate of $10.59 billion. During the same period in the prior year, the company posted $2.85 earnings per share. Qualcomm’s revenue was down 3.5% compared to the same quarter last year. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. As a group, sell-side analysts anticipate that Qualcomm Incorporated will post 8 earnings per share for the current year.

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

Qualcomm Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Thursday, June 4th will be given a $0.92 dividend. The ex-dividend date is Thursday, June 4th. This is an increase from Qualcomm’s previous quarterly dividend of $0.89. This represents a $3.68 dividend on an annualized basis and a dividend yield of 1.7%. Qualcomm’s dividend payout ratio (DPR) is 40.00%.

Insider Buying and Selling

In related news, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $177.82, for a total value of $569,024.00. Following the transaction, the executive vice president owned 39,735 shares in the company, valued at approximately $7,065,677.70. This trade represents a 7.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Patricia Y. Grech sold 829 shares of the firm’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $201.77, for a total value of $167,267.33. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 21,806 shares of company stock worth $3,928,958 over the last three months. Company insiders own 0.05% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. JPMorgan Chase & Co. increased their price target on Qualcomm from $160.00 to $265.00 and gave the company a “neutral” rating in a research note on Friday, June 5th. The Goldman Sachs Group assumed coverage on Qualcomm in a research note on Monday, March 30th. They issued a “neutral” rating and a $135.00 price target on the stock. Seaport Research Partners restated a “sell” rating and issued a $100.00 price target on shares of Qualcomm in a research note on Monday, March 16th. Benchmark increased their price target on Qualcomm from $200.00 to $225.00 and gave the company a “buy” rating in a research note on Thursday, April 30th. Finally, Daiwa Securities Group upgraded Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 price target on the stock in a research note on Friday, May 8th. Fifteen research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $188.04.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is reportedly in talks to acquire Tenstorrent, a deal that could expand QCOM’s AI chip and data center capabilities and strengthen its long-term growth story. Qualcomm in Talks to Acquire AI Chip Startup Tenstorrent for Up to $10 Billion, Reuters Reports
• Positive Sentiment: Qualcomm unveiled a new AI data center program with a major hyperscaler, signaling that it is moving beyond phones and PCs into AI infrastructure, with initial shipments planned for the December quarter. Qualcomm (QCOM) Launches New AI Data Center Program With A Major Hyperscaler
• Positive Sentiment: Qualcomm’s upcoming quarterly dividend highlights strong cash generation and may support investor sentiment, especially alongside its ongoing buyback program. Qualcomm to pay dividends next week; Here’s how much 100 QCOM shares will earn
• Neutral Sentiment: Analyst and media coverage has increasingly framed Qualcomm as a potential AI beneficiary, which is keeping QCOM in focus but does not by itself change fundamentals. Qualcomm AI Deal Talks Put QCOM Back In Tech Market Focus
• Neutral Sentiment: Comparisons versus peers like MaxLinear are highlighting competitive pressure in wireless connectivity chips, but this is more of an industry backdrop than a direct catalyst. MXL vs. QCOM: Which Wireless Connectivity Chip Stock Wins Today?
• Negative Sentiment: Qualcomm’s stock has also been under pressure at times recently as investors weigh whether the company can execute its AI pivot while handset demand remains cyclical. Qualcomm (QCOM) Dips More Than Broader Market: What You Should Know

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.