Insider Selling: Qualcomm (NASDAQ:QCOM) CEO Sells $2,000,000.00 in Stock

Qualcomm Incorporated (NASDAQ:QCOM) CEO Cristiano Amon sold 10,000 shares of the company’s stock in a transaction on Friday, September 25th. The shares were sold at an average price of $200.00, for a total value of $2,000,000.00. Following the sale, the chief executive officer directly owned 177,568 shares of the company’s stock, valued at approximately $35,513,600. This represents a 5.33% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Qualcomm Stock Performance

Shares of QCOM opened at $201.97 on Monday. The business’s 50-day moving average price is $170.18 and its 200 day moving average price is $174.54. The stock has a market capitalization of $212.11 billion, a P/E ratio of 23.38, a P/E/G ratio of 4.21 and a beta of 1.68. Qualcomm Incorporated has a 1-year low of $121.99 and a 1-year high of $259.92. The company has a current ratio of 2.02, a quick ratio of 1.28 and a debt-to-equity ratio of 0.46.

Qualcomm (NASDAQ:QCOM) last posted its quarterly earnings data on Wednesday, July 29th. The wireless technology company reported $2.21 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.23 by ($0.02). Qualcomm had a return on equity of 38.36% and a net margin of 21.01%.The company had revenue of $9.95 billion for the quarter, compared to analyst estimates of $9.69 billion. During the same quarter in the previous year, the firm posted $2.77 EPS. Qualcomm’s quarterly revenue was down 4.0% on a year-over-year basis. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. Analysts expect that Qualcomm Incorporated will post 7.74 earnings per share for the current year.

Qualcomm Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, September 24th. Investors of record on Thursday, September 3rd were given a $0.92 dividend. This represents a $3.68 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Thursday, September 3rd. Qualcomm’s dividend payout ratio is 42.59%.

Qualcomm News Summary

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm renewed its global patent-licensing agreement with Apple through 2027. The extension provides greater visibility for Qualcomm Technology Licensing (QTL) revenue and signals continued reliance on Qualcomm’s intellectual property, despite earlier uncertainty about the deal’s terms. Qualcomm renews Apple patent deal
• Positive Sentiment: Investors are increasingly viewing Qualcomm’s Snapdragon chips and automotive platforms as vehicles for on-device and “agentic” AI growth. New smartphone processors, AI-enabled edge devices, automotive computing initiatives and a potential robotics expansion could reduce the company’s dependence on cyclical handset upgrades. Qualcomm pushes AI from phones to cars and edge devices
• Positive Sentiment: Options activity was unusually strong, with traders purchasing approximately 140,153 call options—about 29% above average call volume—suggesting elevated short-term bullish speculation and investor interest in the rally.
• Neutral Sentiment: The Apple renewal initially prompted selling because investors questioned its duration and Qualcomm’s longer-term exposure to Apple modem insourcing. Buyers later returned, indicating that the agreement’s near-term licensing benefits are outweighing those concerns. Qualcomm rallies as buyers reassess Apple renewal
• Negative Sentiment: Qualcomm still faces weaker smartphone demand, elevated memory costs and the eventual risk of losing portions of Apple’s modem business. Its latest quarterly earnings per share missed estimates, while revenue declined year over year, keeping the fundamental outlook less certain.
• Negative Sentiment: CEO Cristiano Amon sold 10,000 shares for $1.95 million under a pre-arranged Rule 10b5-1 plan. The scheduled transaction is a modest negative signal, although it does not necessarily indicate a change in management’s outlook. Qualcomm CEO sells shares

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of QCOM. Caitong International Asset Management Co. Ltd boosted its holdings in Qualcomm by 17,000.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company’s stock worth $29,000 after purchasing an additional 170 shares in the last quarter. ABS Investment Management LLC acquired a new stake in shares of Qualcomm in the second quarter worth about $34,000. ABS Direct Equity Fund LLC acquired a new position in shares of Qualcomm during the 2nd quarter valued at about $34,000. Commonwealth Retirement Investments LLC acquired a new position in shares of Qualcomm during the 4th quarter valued at about $32,000. Finally, Your Advocates Ltd. LLP bought a new position in shares of Qualcomm in the 1st quarter valued at approximately $26,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on QCOM shares. Royal Bank Of Canada lifted their price objective on shares of Qualcomm from $160.00 to $180.00 and gave the stock a “sector perform” rating in a research report on Wednesday, September 9th. Rosenblatt Securities restated a “buy” rating and issued a $235.00 target price on shares of Qualcomm in a report on Wednesday, September 9th. Raymond James Financial started coverage on Qualcomm in a research report on Thursday, June 25th. They issued a “strong-buy” rating for the company. Cantor Fitzgerald dropped their price target on Qualcomm from $200.00 to $165.00 and set a “neutral” rating on the stock in a research report on Monday, July 27th. Finally, The Goldman Sachs Group set a $160.00 price target on Qualcomm in a research report on Thursday, July 30th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, twenty-one have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, Qualcomm has a consensus rating of “Hold” and a consensus target price of $204.10.

Qualcomm Company Profile

Qualcomm Incorporated (NASDAQ: QCOM) is a technology company that develops wireless communications technologies, semiconductors and related intellectual property. Headquartered in San Diego, California, the company serves customers and partners worldwide across the mobile, automotive, consumer electronics and industrial markets.

Through its Qualcomm CDMA Technologies (QCT) business, Qualcomm designs and supplies integrated circuits, system software and hardware platforms. Its products include Snapdragon mobile platforms, 5G and other wireless modems, radio-frequency components, connectivity solutions, processors and artificial intelligence technologies.