LGT Group Foundation Decreases Holdings in Qualcomm Incorporated $QCOM

LGT Group Foundation decreased its position in Qualcomm Incorporated (NASDAQ:QCOM) by 36.3% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 52,753 shares of the wireless technology company’s stock after selling 30,107 shares during the quarter. LGT Group Foundation’s holdings in Qualcomm were worth $8,783,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of QCOM. Westerkirk Capital Inc. bought a new position in shares of Qualcomm during the second quarter valued at about $4,539,000. MASTERINVEST Kapitalanlage GmbH bought a new stake in shares of Qualcomm in the second quarter worth about $3,896,000. Inscription Capital LLC grew its stake in shares of Qualcomm by 58.1% in the third quarter. Inscription Capital LLC now owns 13,055 shares of the wireless technology company’s stock worth $2,172,000 after purchasing an additional 4,799 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its holdings in Qualcomm by 1.7% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,004,339 shares of the wireless technology company’s stock valued at $167,082,000 after purchasing an additional 16,738 shares during the period. Finally, Simplify Asset Management Inc. bought a new position in Qualcomm during the 3rd quarter valued at approximately $725,000. Hedge funds and other institutional investors own 74.35% of the company’s stock.

Insider Activity

In related news, EVP Ann C. Chaplin sold 7,180 shares of the business’s stock in a transaction that occurred on 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 completion of the transaction, the executive vice president directly owned 23,944 shares in the company, valued at $4,262,750.32. The trade was a 23.07% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Akash J. Palkhiwala sold 3,333 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $137.65, for a total value of $458,787.45. Following the sale, the executive vice president owned 35,599 shares in the company, valued at approximately $4,900,202.35. This represents a 8.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 45,501 shares of company stock worth $7,784,198 over the last three months. 0.05% of the stock is currently owned by insiders.

Key Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is pushing into robotics with a new Dragonwing robotics processor and CEO Cristiano Amon saying robotics could become a material business within ~2 years — a potential new revenue stream beyond smartphones. Qualcomm Expands Beyond Smartphones With Robotics And AI Native 6G Bets
• Positive Sentiment: Analysts and commentary argue the market may be underestimating Qualcomm’s robotics/AI opportunity, which could re-rate the stock if execution and commercialization accelerate. Qualcomm’s Robotics Push Could Be Bigger Than the Market Thinks
• Positive Sentiment: Partner/product traction at MWC: Fibocom launched a 5G MiFi solution using Qualcomm’s QMB415 platform, showing continued OEM adoption of QCOM silicon in wireless broadband devices. MWC 2026 | Fibocom Unveils 5G MiFi Solution
• Neutral Sentiment: Post-earnings drift: Zacks notes QCOM is modestly up since its earnings beat, as investors digest the quarter and the company’s Q2 guidance range. The EPS beat supports the case that results aren’t the immediate problem, but guidance and forward outlook remain focal. Why Is Qualcomm (QCOM) Up 0.5% Since Last Earnings Report?
• Neutral Sentiment: Qualcomm reiterated its role in driving AI-native 6G at MWC with executives emphasizing a 2029 commercialization target — strategic for long-term positioning but distant for near-term revenue impact. Qualcomm to bring 6G to market: ‘Massive change’ is coming, CFO says
• Negative Sentiment: Zacks highlights falling FY26–27 estimate revisions, China trade tensions, softer handset demand and rising R&D costs — factors that could pressure margins and near-term growth expectations. Should You Avoid QCOM Stock Amid Declining Estimate Revisions?
• Negative Sentiment: Sentiment/positioning signal: unusually large put buying (≈97,102 puts, ~58% above typical volume) and recent intraday weakness vs. the market suggest traders are hedging or betting on downside near term.

Qualcomm Stock Performance

Shares of Qualcomm stock opened at $135.68 on Monday. The stock has a market cap of $144.77 billion, a price-to-earnings ratio of 28.03, a PEG ratio of 6.78 and a beta of 1.25. The firm’s 50-day moving average is $153.41 and its 200 day moving average is $163.22. Qualcomm Incorporated has a 1 year low of $120.80 and a 1 year high of $205.95. The company has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 1.83.

Qualcomm (NASDAQ:QCOM) last announced its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, beating the consensus estimate of $3.38 by $0.12. The company had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.16 billion. Qualcomm had a net margin of 11.96% and a return on equity of 44.09%. Qualcomm’s revenue for the quarter was up 4.7% on a year-over-year basis. During the same period in the prior year, the firm posted $3.41 EPS. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Sell-side analysts anticipate that Qualcomm Incorporated will post 9.39 EPS for the current fiscal year.

Qualcomm Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors 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 dividend yield of 2.6%. Qualcomm’s dividend payout ratio (DPR) is 73.55%.

Wall Street Analyst Weigh In

Several research firms have weighed in on QCOM. Wall Street Zen cut Qualcomm from a “buy” rating to a “hold” rating in a report on Tuesday, December 9th. Susquehanna downgraded shares of Qualcomm from a “positive” rating to a “neutral” rating and set a $140.00 price target for the company. in a research note on Thursday, February 5th. UBS Group reissued a “neutral” rating on shares of Qualcomm in a research report on Monday, February 2nd. Wells Fargo & Company upgraded shares of Qualcomm from an “underweight” rating to an “equal weight” rating and upped their price objective for the stock from $135.00 to $185.00 in a report on Tuesday, February 24th. Finally, Robert W. Baird set a $177.00 target price on shares of Qualcomm in a report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $168.48.

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.