Tableaux LLC Sells 28,778 Shares of QUALCOMM Incorporated $QCOM

Tableaux LLC lowered its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 95.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,222 shares of the wireless technology company’s stock after selling 28,778 shares during the quarter. Tableaux LLC’s holdings in QUALCOMM were worth $203,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in QCOM. Brighton Jones LLC grew its position in QUALCOMM by 116.6% during the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock valued at $2,666,000 after acquiring an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of QUALCOMM by 15.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock valued at $391,000 after purchasing an additional 340 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of QUALCOMM by 44.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock valued at $530,000 after purchasing an additional 1,020 shares during the last quarter. MQS Management LLC purchased a new position in QUALCOMM in the 2nd quarter worth $271,000. Finally, Schmidt P J Investment Management Inc. purchased a new position in QUALCOMM in the 2nd quarter worth $236,000. Institutional investors own 74.35% of the company’s stock.

Insider Activity

In other news, EVP Ann C. Chaplin sold 7,180 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $178.03, for a total value of $1,278,255.40. Following the sale, the executive vice president directly owned 23,944 shares of the company’s stock, valued at $4,262,750.32. This represents a 23.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Heather S. Ace sold 3,200 shares of QUALCOMM stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $137.00, for a total transaction of $438,400.00. Following the transaction, the executive vice president directly owned 16,393 shares of the company’s stock, valued at approximately $2,245,841. This trade represents a 16.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 45,704 shares of company stock worth $7,818,708. 0.05% of the stock is currently owned by corporate insiders.

QUALCOMM Stock Performance

QUALCOMM stock opened at $144.78 on Wednesday. QUALCOMM Incorporated has a fifty-two week low of $120.80 and a fifty-two week high of $205.95. The stock’s 50 day simple moving average is $158.81 and its two-hundred day simple moving average is $164.06. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51. The stock has a market cap of $154.48 billion, a price-to-earnings ratio of 29.91, a PEG ratio of 7.01 and a beta of 1.22.

QUALCOMM (NASDAQ:QCOM) last announced its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.38 by $0.12. QUALCOMM had a return on equity of 44.09% and a net margin of 11.96%.The firm had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.16 billion. During the same quarter in the prior year, the company earned $3.41 EPS. The business’s revenue was up 4.7% compared to the same quarter last year. QUALCOMM has set its Q2 2026 guidance at 2.450-2.650 EPS. As a group, analysts expect that QUALCOMM Incorporated will post 9.39 earnings per share for the current fiscal year.

QUALCOMM Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Thursday, March 5th will be given a dividend of $0.89 per share. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $3.56 annualized dividend and a yield of 2.5%. QUALCOMM’s dividend payout ratio (DPR) is currently 73.55%.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. Daiwa Securities Group lowered shares of QUALCOMM from an “outperform” rating to a “neutral” rating and set a $140.00 price target for the company. in a research report on Wednesday, February 11th. Robert W. Baird set a $177.00 price target on QUALCOMM in a research note on Thursday, February 5th. Rosenblatt Securities dropped their price objective on QUALCOMM from $225.00 to $190.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. UBS Group reaffirmed a “neutral” rating on shares of QUALCOMM in a research note on Monday, February 2nd. Finally, Morgan Stanley assumed coverage on shares of QUALCOMM in a report on Tuesday, February 10th. They set an “underweight” rating and a $132.00 price target for the company. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $168.48.

Key Headlines Impacting QUALCOMM

Here are the key news stories impacting QUALCOMM this week:

• Positive Sentiment: Wells Fargo upgraded Qualcomm, citing traction from its data‑center strategy (AI server chips and related software/partnerships) which improves revenue diversification beyond mobile. Qualcomm’s data center strategy prompts upgrade by Wells Fargo
• Positive Sentiment: Analysts have been lifting valuations and highlighting expanding AI and automotive ambitions — investors view this as a rationale for higher forward multiples if Qualcomm converts design wins into server and auto revenue. A Look At Qualcomm (QCOM) Valuation After Analyst Upgrades And Expanding AI And Automotive Ambitions
• Positive Sentiment: Qualcomm and Tata Electronics agreed to manufacture automotive modules in India, establishing local OSAT capacity for automotive modules — this expands Qualcomm’s automotive supply chain and addresses customers’ regional sourcing needs. Qualcomm Tata Deal Puts India At Center Of Auto Chip Growth Qualcomm–Tata tie-up for automotive module manufacturing
• Positive Sentiment: Evercore notes Broadcom leads the ASIC market but says Marvell and Qualcomm are catching up — a sign analysts see improving competitive positioning for Qualcomm in infrastructure silicon. Broadcom is ‘best-in-class’ in ASIC market, but Marvell, Qualcomm catching up: Evercore
• Neutral Sentiment: Commentary notes Qualcomm has underperformed the Dow over the past year, tempering the move; analysts remain moderately bullish but the stock faces near‑term valuation and execution scrutiny. Is QUALCOMM Stock Underperforming the Dow?
• Neutral Sentiment: Comparisons with peers (Broadcom, Marvell, etc.) are prompting debate in coverage about whether Qualcomm is the best value or a laggard — useful background but not an immediate catalyst. Qualcomm Vs. Peers: Is It Still The Smart Play?
• Negative Sentiment: “Urgent dividend alert” headlines have appeared, raising investor attention to dividend timing or sustainability questions — this has created short‑term caution among income‑focused holders. Qualcomm issues urgent dividend alert for chip investors | QCOM Qualcomm issues urgent dividend alert for chip investors

QUALCOMM 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.