Aviva PLC Has $156.20 Million Stock Position in Qualcomm Incorporated $QCOM

Aviva PLC lifted its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 5.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 913,184 shares of the wireless technology company’s stock after acquiring an additional 46,578 shares during the period. Aviva PLC’s holdings in Qualcomm were worth $156,200,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of QCOM. Brighton Jones LLC grew its stake in shares of Qualcomm by 116.6% in the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after acquiring an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Qualcomm by 15.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock worth $391,000 after acquiring an additional 340 shares during the last quarter. Sivia Capital Partners LLC grew its stake in shares of Qualcomm by 44.3% in the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock worth $530,000 after acquiring an additional 1,020 shares during the last quarter. Main Street Financial Solutions LLC grew its stake in shares of Qualcomm by 6.1% in the second quarter. Main Street Financial Solutions LLC now owns 5,778 shares of the wireless technology company’s stock worth $920,000 after acquiring an additional 333 shares during the last quarter. Finally, Transamerica Financial Advisors LLC grew its stake in shares of Qualcomm by 9.7% in the second quarter. Transamerica Financial Advisors LLC now owns 6,800 shares of the wireless technology company’s stock worth $1,083,000 after acquiring an additional 603 shares during the last quarter. Institutional investors and hedge funds own 74.35% of the company’s stock.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm’s AI growth story got another boost as coverage highlighted its ecosystem expanding into humanoid robots and autonomous vehicles, reinforcing the company’s push beyond smartphones. Qualcomm’s AI Ecosystem Extends To Humanoid Robots And Autonomous Vehicles
• Positive Sentiment: JPMorgan reportedly raised its price target on Qualcomm to $265 from $160 ahead of the company’s June 24 investor day, signaling expectations for a stronger long-term growth outlook and more credibility around its data-center and AI ambitions. Why 1 veteran analyst firm hiked its Qualcomm stock price target for 2026
• Positive Sentiment: QCraft said it demonstrated urban NOA on Qualcomm’s Snapdragon Ride platform and is targeting global mass production in 2026, supporting Qualcomm’s automotive chip opportunity. QCraft Demonstrates Urban NOA on Qualcomm’s Latest Snapdragon Ride SoC, Targets 2026 Global Mass Production
• Neutral Sentiment: Erste Group trimmed its FY2027 EPS estimate to $7.66 from $7.79, a modest reduction that may add to investor caution but does not materially change the longer-term story.
• Negative Sentiment: An executive vice president sold 2,500 shares under a pre-arranged 10b5-1 plan, which can be viewed as a mild overhang even though the sale was routine and not necessarily a bearish signal. SEC filing for Akash J. Palkhiwala transaction
• Negative Sentiment: Recent commentary also notes Qualcomm has been caught in a broader semiconductor selloff and profit-taking after a strong AI-driven run, which is weighing on the shares in the near term. Qualcomm Slips, Shorter-Term Momentum Cools From Roller Coaster AI Highs

Qualcomm Stock Up 6.2%

Shares of QCOM stock opened at $202.96 on Friday. The stock has a market cap of $213.92 billion, a P/E ratio of 22.06, a price-to-earnings-growth ratio of 23.65 and a beta of 1.59. Qualcomm Incorporated has a one year low of $121.99 and a one year high of $259.92. The stock has a fifty day moving average price of $182.74 and a 200 day moving average price of $164.53. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.37 and a quick ratio of 1.61.

Qualcomm (NASDAQ:QCOM) last issued its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.56 by $0.09. The company had revenue of $10.60 billion during the quarter, compared to analysts’ expectations of $10.59 billion. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The business’s revenue was down 3.5% on a year-over-year basis. During the same period last year, the business earned $2.85 earnings per share. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Analysts predict that Qualcomm Incorporated will post 8 earnings per share for the current year.

Qualcomm declared that its board has initiated a share buyback 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 typically a sign that the company’s leadership believes its stock is undervalued.

Qualcomm Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be issued a dividend of $0.92 per share. The ex-dividend date of this dividend is Thursday, June 4th. This is a boost from Qualcomm’s previous quarterly dividend of $0.89. This represents a $3.68 dividend on an annualized basis and a dividend yield of 1.8%. Qualcomm’s dividend payout ratio (DPR) is 40.00%.

Insider Buying and Selling

In other Qualcomm news, CEO Cristiano R. Amon sold 10,000 shares of Qualcomm stock in a transaction on Monday, May 4th. The stock was sold at an average price of $180.00, for a total transaction of $1,800,000.00. Following the completion of the transaction, the chief executive officer directly owned 197,568 shares of the company’s stock, valued at approximately $35,562,240. This trade represents a 4.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Akash J. Palkhiwala sold 2,500 shares of Qualcomm stock in a transaction on Monday, April 13th. The shares were sold at an average price of $130.34, for a total value of $325,850.00. Following the transaction, the executive vice president directly owned 30,684 shares of the company’s stock, valued at approximately $3,999,352.56. The trade was a 7.53% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 21,806 shares of company stock valued at $3,928,958 in the last ninety days. Insiders own 0.05% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on QCOM shares. Summit Insights raised Qualcomm from a “hold” rating to a “buy” rating in a research report on Thursday, April 30th. DZ Bank cut Qualcomm from a “buy” rating to a “hold” rating and set a $195.00 target price for the company. in a research report on Friday, May 8th. Seaport Research Partners reaffirmed a “sell” rating and issued a $100.00 target price on shares of Qualcomm in a research report on Monday, March 16th. Roth Mkm started coverage on Qualcomm in a research report on Friday, May 8th. They issued a “buy” rating for the company. Finally, TD Cowen raised their target price on Qualcomm from $150.00 to $200.00 and gave the stock a “buy” rating in a research report on Thursday, April 30th. Fourteen investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Qualcomm presently has a consensus rating of “Hold” and a consensus target price of $181.79.

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.