Knights of Columbus Asset Advisors LLC Has $7.26 Million Stock Position in QUALCOMM Incorporated $QCOM

Knights of Columbus Asset Advisors LLC lessened its holdings in QUALCOMM Incorporated (NASDAQ:QCOM) by 21.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 43,659 shares of the wireless technology company’s stock after selling 11,977 shares during the quarter. Knights of Columbus Asset Advisors LLC’s holdings in QUALCOMM were worth $7,263,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Guinness Asset Management LTD boosted its position in shares of QUALCOMM by 11.6% during the 2nd quarter. Guinness Asset Management LTD now owns 55,410 shares of the wireless technology company’s stock worth $8,824,000 after acquiring an additional 5,779 shares in the last quarter. CORDA Investment Management LLC. lifted its stake in QUALCOMM by 18.6% during the second quarter. CORDA Investment Management LLC. now owns 22,474 shares of the wireless technology company’s stock worth $3,579,000 after purchasing an additional 3,524 shares during the last quarter. Westerkirk Capital Inc. acquired a new stake in shares of QUALCOMM in the 2nd quarter valued at $4,539,000. MASTERINVEST Kapitalanlage GmbH bought a new position in shares of QUALCOMM in the 2nd quarter valued at $3,896,000. Finally, Inscription Capital LLC raised its holdings in shares of QUALCOMM by 58.1% during the 3rd quarter. Inscription Capital LLC now owns 13,055 shares of the wireless technology company’s stock worth $2,172,000 after buying an additional 4,799 shares in the last quarter. Institutional investors and hedge funds own 74.35% of the company’s stock.

QUALCOMM News Summary

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Macro/valuation bulls point to QCOM as a “safe” tech income play given strong cash generation, high dividend yield and attractive valuation metrics — this supports the case for income-oriented investors. Is Qualcomm The Ultimate “Safe” Tech Buy?
• Positive Sentiment: Coverage highlights Qualcomm’s push into on‑device AI, which is a strategic growth narrative that could support longer-term revenue diversification beyond smartphones. This narrative can attract investors focused on AI exposure in semiconductors. Qualcomm Taps On Device AI As Shares Trade Below Analyst Targets
• Positive Sentiment: Technical-watchers note a historical RSI setup that preceded a strong rally previously, which some traders interpret as a potential short-term rebound signal. Use cautiously and combine with fundamentals. The last time Qualcomm’s RSI did this, the stock rallied 70%
• Neutral Sentiment: Recent analyst coverage roundup summarizes current ratings and estimates — useful for tracking consensus price targets and revisions ahead of the Feb. 4 results but not a single decisive driver on its own. Qualcomm Stock: Analyst Estimates & Ratings
• Neutral Sentiment: UBS reaffirmed a hold rating — keeps institutional view mixed rather than bullish, reinforcing the “wait for earnings/visibility” stance. UBS Keeps Their Hold Rating on Qualcomm (QCOM)
• Neutral Sentiment: Institutional filing shows large portfolio moves: some managers materially added QCOM shares (e.g., Loring Wolcott added ~392,870 shares in the reported quarter) while others trimmed — signals mixed but confirms continued institutional interest. Fund Update: 392,870 QUALCOMM (QCOM) shares added…
• Negative Sentiment: Zacks issued a notable downgrade to “strong sell” — a clear near-term negative that can put downward pressure on the share price by influencing retail and quant-driven flows. Zacks.com
• Negative Sentiment: Earnings previews from some outlets expect a Q1 EPS decline, increasing the risk that the Feb. 4 print or guidance could disappoint and weigh on the stock. Earnings Preview: Qualcomm (QCOM) Q1 Earnings Expected to Decline
• Negative Sentiment: Insider selling activity is notable (multiple executive sales reported), which investors often view as a mild negative signal on near-term insider conviction. Fund Update / Insider Activity

Wall Street Analysts Forecast Growth

QCOM has been the topic of several research analyst reports. TD Cowen reaffirmed a “buy” rating on shares of QUALCOMM in a research note on Thursday, November 6th. Royal Bank Of Canada began coverage on shares of QUALCOMM in a research note on Wednesday, January 14th. They issued a “sector perform” rating and a $180.00 price target on the stock. Wall Street Zen lowered shares of QUALCOMM from a “buy” rating to a “hold” rating in a report on Tuesday, December 9th. Zacks Research downgraded shares of QUALCOMM from a “hold” rating to a “strong sell” rating in a research note on Tuesday. Finally, Piper Sandler raised their target price on shares of QUALCOMM from $175.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday, November 6th. Ten equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $189.06.

QUALCOMM Trading Down 0.3%

QCOM opened at $152.22 on Friday. The company’s 50 day moving average price is $169.46 and its two-hundred day moving average price is $165.30. The firm has a market capitalization of $162.58 billion, a price-to-earnings ratio of 31.13, a PEG ratio of 3.40 and a beta of 1.21. QUALCOMM Incorporated has a fifty-two week low of $120.80 and a fifty-two week high of $205.95. The company has a debt-to-equity ratio of 0.70, a current ratio of 2.82 and a quick ratio of 2.10.

QUALCOMM (NASDAQ:QCOM) last issued its quarterly earnings results on Wednesday, November 5th. The wireless technology company reported $3.00 EPS for the quarter, topping analysts’ consensus estimates of $2.87 by $0.13. The company had revenue of $11.27 billion for the quarter, compared to analyst estimates of $10.74 billion. QUALCOMM had a net margin of 12.51% and a return on equity of 43.22%. QUALCOMM’s revenue was up 10.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.69 earnings per share. QUALCOMM has set its Q1 2026 guidance at 3.300-3.500 EPS. As a group, research analysts predict that QUALCOMM Incorporated will post 9.39 earnings per share for the current year.

QUALCOMM Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be paid a $0.89 dividend. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend is Thursday, March 5th. QUALCOMM’s payout ratio is currently 72.80%.

Insiders Place Their Bets

In related news, EVP Ann C. Chaplin sold 7,180 shares of QUALCOMM stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $178.03, for a total transaction of $1,278,255.40. Following the completion of the transaction, the executive vice president owned 23,944 shares of the company’s stock, valued at $4,262,750.32. This trade represents a 23.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Heather S. Ace sold 1,600 shares of QUALCOMM stock in a transaction dated Friday, November 7th. The stock was sold at an average price of $172.87, for a total value of $276,592.00. Following the completion of the transaction, the insider directly owned 19,593 shares of the company’s stock, valued at approximately $3,387,041.91. This trade represents a 7.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 44,820 shares of company stock valued at $7,883,482 over the last three months. 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.