MH & Associates Securities Management Corp ADV Acquires Shares of 20,626 Qualcomm Incorporated $QCOM

MH & Associates Securities Management Corp ADV acquired a new stake in Qualcomm Incorporated (NASDAQ:QCOM) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 20,626 shares of the wireless technology company’s stock, valued at approximately $3,528,000. Qualcomm makes up approximately 2.9% of MH & Associates Securities Management Corp ADV’s portfolio, making the stock its 11th biggest holding.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. increased its position in Qualcomm by 72.2% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company’s stock valued at $26,000 after acquiring an additional 65 shares in the last quarter. Cloud Capital Management LLC acquired a new stake in Qualcomm in the 3rd quarter valued at about $27,000. Lavaca Capital LLC acquired a new stake in shares of Qualcomm in the 2nd quarter valued at $32,000. Board of the Pension Protection Fund acquired a new stake in shares of Qualcomm in the 4th quarter valued at $34,000. Finally, Guerra Advisors Inc acquired a new stake in shares of Qualcomm in the 3rd quarter valued at $39,000. Institutional investors and hedge funds own 74.35% of the company’s stock.

Insider Buying and Selling

In related news, EVP Heather S. Ace sold 3,200 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $137.00, for a total transaction of $438,400.00. Following the completion of the transaction, the executive vice president owned 16,393 shares in the company, valued at approximately $2,245,841. The trade was a 16.33% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Akash J. Palkhiwala sold 3,333 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $137.65, for a total transaction of $458,787.45. Following the transaction, the executive vice president owned 35,599 shares of the company’s stock, valued at approximately $4,900,202.35. This represents a 8.56% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 6,618 shares of company stock valued at $907,855. Corporate insiders own 0.05% of the company’s stock.

Qualcomm Stock Up 2.8%

Shares of Qualcomm stock opened at $127.51 on Thursday. The company has a quick ratio of 1.83, a current ratio of 2.51 and a debt-to-equity ratio of 0.64. Qualcomm Incorporated has a 12 month low of $121.99 and a 12 month high of $205.95. The business has a fifty day simple moving average of $136.53 and a 200 day simple moving average of $158.22. The stock has a market cap of $136.05 billion, a PE ratio of 26.35 and a beta of 1.28.

Qualcomm (NASDAQ:QCOM) last announced its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 EPS for the quarter, topping analysts’ consensus estimates of $3.38 by $0.12. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The business had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.16 billion. During the same period in the previous year, the firm earned $3.41 earnings per share. The firm’s quarterly 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. Research analysts predict that Qualcomm Incorporated will post 9.39 EPS for the current year.

Qualcomm declared that its board has initiated a share repurchase plan on Tuesday, March 17th that allows the company to repurchase $20.00 billion in shares. This repurchase authorization allows the wireless technology company to purchase up to 14.5% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s management believes its shares are undervalued.

Qualcomm Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Thursday, March 5th were issued a dividend of $0.89 per share. The ex-dividend date was Thursday, March 5th. This represents a $3.56 dividend on an annualized basis and a yield of 2.8%. Qualcomm’s payout ratio is currently 73.55%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Loop Capital raised Qualcomm from a “hold” rating to a “buy” rating and set a $185.00 target price for the company in a research note on Tuesday, February 24th. Rosenblatt Securities lowered their target price on Qualcomm from $225.00 to $190.00 and set a “buy” rating for the company in a research note on Thursday, February 5th. Bank of America initiated coverage on shares of Qualcomm in a research report on Tuesday, March 10th. They set an “underperform” rating and a $145.00 price target for the company. Susquehanna cut shares of Qualcomm from a “positive” rating to a “neutral” rating and set a $140.00 price target for the company. in a research report on Thursday, February 5th. Finally, DZ Bank upgraded shares of Qualcomm to a “strong-buy” rating in a research report on Tuesday, February 10th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, Qualcomm has a consensus rating of “Hold” and an average price target of $163.77.

Key Stories Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Underlying fundamental support — Qualcomm reported an EPS beat for its most recent quarter and set Q2 guidance, which continues to be a primary bullish driver and can explain intraday strength despite recent weakness.
• Neutral Sentiment: In‑depth analysis of the stock’s outlook after a sharp pullback: Yahoo Finance evaluates QCOM’s recent decline alongside its FY2025 results, providing context on valuation and long‑term earnings power. Evaluating Qualcomm (QCOM) After A Sharp Share Price Decline And Strong FY2025 Start
• Neutral Sentiment: Heightened investor attention — Zacks and Yahoo articles flag QCOM as a “most‑watched” stock, which can boost trading volume and volatility but isn’t a direct fundamental catalyst. Is Most‑Watched Stock QUALCOMM Incorporated (QCOM) Worth Betting on Now?
• Negative Sentiment: Analyst trims from Erste Group — the firm slightly reduced FY2026 and FY2027 EPS estimates (FY2026: ~$8.32→$8.29; FY2027: ~$8.25→$8.19), a modest downward revision versus consensus that can add selling pressure and keep sentiment cautious.
• Negative Sentiment: Recent price weakness and short‑term slide — multiple reports note the stock’s recent declines and lower closes, reflecting a multi‑month pullback that may prompt further technical selling until sentiment stabilizes. Qualcomm (QCOM) Stock Slides as Market Rises: Facts to Know Before You Trade

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.