Eurizon SLJ Capital Ltd Buys Shares of 48,443 Qualcomm Incorporated $QCOM

Eurizon SLJ Capital Ltd bought a new stake in shares of Qualcomm Incorporated (NASDAQ:QCOM) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 48,443 shares of the wireless technology company’s stock, valued at approximately $8,286,000. Qualcomm makes up about 3.3% of Eurizon SLJ Capital Ltd’s portfolio, making the stock its 10th biggest position.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Swedbank AB boosted its position in shares of Qualcomm by 1.5% in the 4th quarter. Swedbank AB now owns 1,533,420 shares of the wireless technology company’s stock worth $262,291,000 after purchasing an additional 23,110 shares in the last quarter. NBC Securities Inc. boosted its position in shares of Qualcomm by 47.5% in the 4th quarter. NBC Securities Inc. now owns 18,691 shares of the wireless technology company’s stock worth $3,197,000 after purchasing an additional 6,018 shares in the last quarter. Sequoia Financial Advisors LLC boosted its position in shares of Qualcomm by 5.7% in the 4th quarter. Sequoia Financial Advisors LLC now owns 143,690 shares of the wireless technology company’s stock worth $24,578,000 after purchasing an additional 7,804 shares in the last quarter. Valley Wealth Managers Inc. boosted its position in shares of Qualcomm by 6.1% in the 4th quarter. Valley Wealth Managers Inc. now owns 40,009 shares of the wireless technology company’s stock worth $6,844,000 after purchasing an additional 2,288 shares in the last quarter. Finally, Western Wealth Management LLC boosted its position in shares of Qualcomm by 16.9% in the 4th quarter. Western Wealth Management LLC now owns 20,682 shares of the wireless technology company’s stock worth $3,538,000 after purchasing an additional 2,990 shares in the last quarter. Institutional investors own 74.35% of the company’s stock.

Qualcomm News Roundup

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm’s recently reported earnings continue to support the stock, with shares still well above the level seen immediately after the last results. A Zacks note asks whether the post-earnings rally can continue, signaling ongoing investor optimism around the company’s momentum. Qualcomm (QCOM) Up 35.5% Since Last Earnings Report: Can It Continue?
• Positive Sentiment: Several reports say Qualcomm quietly signed a major AI-related deal with ByteDance, which investors view as a meaningful growth catalyst and evidence that Qualcomm is gaining traction in AI chips and related computing opportunities. While Nvidia battles AMD, Qualcomm quietly signed the biggest AI deal in its history with ByteDance
• Positive Sentiment: Related coverage highlighted Qualcomm’s stock hitting record highs after the ByteDance deal, reinforcing the market’s view that the agreement could expand Qualcomm’s AI revenue prospects. Qualcomm stock just hit new record highs. Investors can thank a ByteDance deal.
• Positive Sentiment: Another article framed the ByteDance agreement as an eye-catching strategic move, suggesting Qualcomm is being re-rated as more than just a handset chip supplier. Qualcomm makes eye-catching move with TikTok parent deal
• Neutral Sentiment: Qualcomm also presented at Bernstein’s Strategic Decisions Conference, but the transcript itself does not point to a clear new catalyst in the provided summary. QUALCOMM Incorporated (QCOM) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
• Negative Sentiment: One report warned that Apple’s in-house modem chips could threaten Qualcomm’s major customer base over time, which raises a structural risk for future smartphone-related revenue. Apple’s In-House Modem Chips Threaten Qualcomm’s (QCOM) Major Customer Base

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on QCOM shares. Rosenblatt Securities reissued a “buy” rating and issued a $190.00 price objective on shares of Qualcomm in a research report on Thursday, April 30th. Oppenheimer cut Qualcomm from a “market perform” rating to a “market perform” rating in a research report on Friday, May 8th. TD Cowen raised their target price on Qualcomm from $150.00 to $200.00 and gave the stock a “buy” rating in a research note on Thursday, April 30th. Bank of America began coverage on Qualcomm in a research note on Tuesday, March 10th. They issued an “underperform” rating and a $145.00 target price for the company. Finally, Mizuho reduced their target price on Qualcomm from $160.00 to $140.00 and set a “neutral” rating for the company in a research note on Thursday, February 5th. Fourteen research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $181.79.

Insider Buying and Selling

In other Qualcomm news, CEO Cristiano R. Amon sold 10,000 shares of Qualcomm stock in a transaction dated 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 owned 197,568 shares in the company, valued at approximately $35,562,240. This trade represents a 4.82% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible 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 dated 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 owned 30,684 shares of the company’s stock, valued at $3,999,352.56. The trade was a 7.53% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 19,306 shares of company stock worth $3,435,583. Corporate insiders own 0.05% of the company’s stock.

Qualcomm Stock Performance

Shares of QCOM stock opened at $251.02 on Friday. The firm has a market capitalization of $264.58 billion, a price-to-earnings ratio of 27.28, a price-to-earnings-growth ratio of 30.14 and a beta of 1.49. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.37 and a quick ratio of 1.61. The business has a fifty day moving average of $166.07 and a 200 day moving average of $161.25. Qualcomm Incorporated has a 1 year low of $121.99 and a 1 year high of $259.92.

Qualcomm (NASDAQ:QCOM) last released its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share for the quarter, beating analysts’ consensus estimates of $2.56 by $0.09. The business had revenue of $10.60 billion during the quarter, compared to analyst estimates of $10.59 billion. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The company’s revenue was down 3.5% on a year-over-year basis. During the same quarter last year, the business posted $2.85 EPS. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. As a group, research analysts expect that Qualcomm Incorporated will post 7.99 earnings per share for the current year.

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 paid a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Thursday, June 4th. This is an increase from Qualcomm’s previous quarterly dividend of $0.89. Qualcomm’s dividend payout ratio (DPR) is 38.70%.

Qualcomm declared that its board has authorized a share buyback plan on Tuesday, March 17th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the wireless technology company to buy up to 14.5% of its stock through open market purchases. Stock buyback plans are generally a sign that the company’s board believes its stock is undervalued.

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.