Commerzbank Aktiengesellschaft FI Cuts Stock Holdings in Qualcomm Incorporated $QCOM

Commerzbank Aktiengesellschaft FI reduced its position in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 26.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 349,752 shares of the wireless technology company’s stock after selling 123,091 shares during the period. Qualcomm makes up approximately 1.2% of Commerzbank Aktiengesellschaft FI’s portfolio, making the stock its 22nd largest position. Commerzbank Aktiengesellschaft FI’s holdings in Qualcomm were worth $59,825,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in QCOM. Cloud Capital Management LLC acquired a new position in Qualcomm during the third quarter worth about $27,000. Richardson Financial Services Inc. grew its position in Qualcomm by 90.9% during the fourth quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company’s stock worth $29,000 after buying an additional 80 shares during the period. Torren Management LLC acquired a new position in Qualcomm during the fourth quarter worth about $29,000. Glass Jacobson Investment Advisors llc grew its position in Qualcomm by 113.5% during the fourth quarter. Glass Jacobson Investment Advisors llc now owns 190 shares of the wireless technology company’s stock worth $32,000 after buying an additional 101 shares during the period. Finally, Board of the Pension Protection Fund acquired a new position in Qualcomm during the fourth quarter worth about $34,000. 74.35% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Qualcomm

In related news, CAO Patricia Y. Grech sold 192 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The shares were sold at an average price of $172.00, for a total transaction of $33,024.00. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Cristiano R. Amon sold 10,000 shares of the firm’s stock in a transaction that occurred 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 sale, the chief executive officer owned 197,568 shares in the company, valued at approximately $35,562,240. This trade represents a 4.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 18,477 shares of company stock valued at $3,268,316 over the last three months. Company insiders own 0.05% of the company’s stock.

Key Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Strong quarterly results, improving AI/data center prospects, and favorable tariff news supported analyst upgrades and helped fuel the recent rally. Why Is Qualcomm (QCOM) Stock Soaring Today
• Positive Sentiment: Several analysts have raised price targets or turned more constructive, suggesting Wall Street still sees upside after the run higher. Qualcomm (QCOM) price target increased by 12.91% to 180.60
• Neutral Sentiment: Investor interest remains elevated, with Qualcomm becoming one of the most watched stocks on Zacks, which can keep trading volume and volatility high. Investors Heavily Search QUALCOMM Incorporated (QCOM): Here is What You Need to Know
• Neutral Sentiment: Qualcomm EVP Akash Palkhiwala sold shares under a pre-arranged trading plan, which may not signal a change in outlook but can still create a modest cautionary overhang. Qualcomm (NASDAQ:QCOM) EVP Sells $529,750.00 in Stock
• Negative Sentiment: Shares have been pressured by a broader pullback in semiconductor stocks as investors take profits and worry about competition and cooler momentum in the AI chip trade. Intel, Qualcomm fall: investors booking gains or cautious about growing competition?
• Negative Sentiment: Freedom Capital downgraded Qualcomm from strong-buy to hold, reinforcing concerns that the stock may have gotten ahead of itself after the recent surge. Investors Heavily Search QUALCOMM Incorporated (QCOM): Here is What You Need to Know

Wall Street Analyst Weigh In

Several brokerages have weighed in on QCOM. Susquehanna upped their target price on shares of Qualcomm from $140.00 to $160.00 and gave the stock a “neutral” rating in a research report on Thursday, April 30th. DZ Bank lowered shares of Qualcomm from a “buy” rating to a “hold” rating and set a $195.00 target price on the stock. in a research report on Friday, May 8th. Morgan Stanley began coverage on shares of Qualcomm in a research report on Friday, May 8th. They set an “overweight” rating on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Qualcomm in a research report on Friday, March 27th. Finally, Cantor Fitzgerald upped their target price on shares of Qualcomm from $135.00 to $150.00 and gave the stock a “neutral” rating in a research report on Thursday, April 30th. Fourteen equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and four have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $180.37.

Qualcomm Stock Up 0.7%

QCOM stock opened at $201.49 on Friday. The company’s 50 day simple moving average is $147.36 and its 200-day simple moving average is $157.85. The firm has a market capitalization of $212.37 billion, a PE ratio of 21.90, a P/E/G ratio of 24.78 and a beta of 1.49. Qualcomm Incorporated has a 12 month low of $121.99 and a 12 month high of $247.90. 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 released its quarterly earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 EPS for the quarter, beating the consensus estimate of $2.56 by $0.09. The business had revenue of $10.60 billion for the quarter, compared to analyst estimates of $10.59 billion. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. The company’s quarterly revenue was down 3.5% on a year-over-year basis. During the same period in the prior year, the business earned $2.85 earnings per share. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Equities analysts expect that Qualcomm Incorporated will post 7.99 earnings per share for the current fiscal year.

Qualcomm announced that its Board of Directors has initiated a share buyback program on Tuesday, March 17th that permits the company to buyback $20.00 billion in outstanding shares. This buyback authorization permits the wireless technology company to reacquire up to 14.5% of its stock through open market purchases. Stock buyback programs are usually an indication that the company’s board believes its shares are undervalued.

Qualcomm Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be given a $0.92 dividend. This is a boost from Qualcomm’s previous quarterly dividend of $0.89. This represents a $3.68 annualized dividend and a dividend yield of 1.8%. The ex-dividend date is Thursday, June 4th. Qualcomm’s dividend payout ratio (DPR) is currently 40.00%.

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.