151,891 Shares in Qualcomm Incorporated $QCOM Acquired by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd bought a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 151,891 shares of the wireless technology company’s stock, valued at approximately $28,068,000. Qualcomm accounts for about 0.6% of Y Intercept Hong Kong Ltd’s holdings, making the stock its 11th largest holding.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC raised its holdings in Qualcomm by 116.6% in the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock valued at $2,666,000 after acquiring an additional 9,343 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in shares of Qualcomm by 15.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock valued at $391,000 after purchasing an additional 340 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Qualcomm by 44.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock valued at $530,000 after purchasing an additional 1,020 shares during the last quarter. Main Street Financial Solutions LLC boosted its holdings in shares of Qualcomm by 6.1% during the 2nd quarter. Main Street Financial Solutions LLC now owns 5,778 shares of the wireless technology company’s stock valued at $920,000 after acquiring an additional 333 shares in the last quarter. Finally, Transamerica Financial Advisors LLC grew its position in Qualcomm by 9.7% during the 2nd 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.

Insider Transactions at Qualcomm

In other news, EVP Akash J. Palkhiwala sold 2,500 shares of the stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $163.26, for a total value of $408,150.00. Following the completion of the sale, the executive vice president directly owned 20,684 shares of the company’s stock, valued at $3,376,869.84. This represents a 10.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Patricia Y. Grech sold 829 shares of Qualcomm stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $201.77, for a total value of $167,267.33. 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 sold a total of 11,529 shares of company stock valued at $1,991,345 over the last ninety days. 0.05% of the stock is currently owned by insiders.

Qualcomm Stock Up 1.1%

Qualcomm stock opened at $164.79 on Friday. The firm has a market capitalization of $173.07 billion, a price-to-earnings ratio of 19.07, a price-to-earnings-growth ratio of 15.00 and a beta of 1.65. The firm’s fifty day moving average price is $183.72 and its two-hundred day moving average price is $167.74. Qualcomm Incorporated has a 1-year low of $121.99 and a 1-year high of $259.92. The company has a current ratio of 2.02, a quick ratio of 1.28 and a debt-to-equity ratio of 0.46.

Qualcomm (NASDAQ:QCOM) last posted its earnings results on Wednesday, July 29th. The wireless technology company reported $2.21 EPS for the quarter, missing the consensus estimate of $2.23 by ($0.02). Qualcomm had a return on equity of 38.36% and a net margin of 21.01%.The business had revenue of $9.95 billion for the quarter, compared to the consensus estimate of $9.69 billion. During the same period in the previous year, the firm earned $2.77 earnings per share. The company’s revenue was down 4.0% on a year-over-year basis. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. On average, equities research analysts predict that Qualcomm Incorporated will post 7.76 earnings per share for the current fiscal year.

Qualcomm Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, September 3rd will be issued a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend is Thursday, September 3rd. Qualcomm’s payout ratio is currently 42.59%.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on QCOM shares. Freedom Capital raised Qualcomm from a “hold” rating to a “strong-buy” rating in a research report on Friday, August 7th. Cantor Fitzgerald cut their price target on Qualcomm from $200.00 to $165.00 and set a “neutral” rating on the stock in a report on Monday, July 27th. Rosenblatt Securities cut their price objective on shares of Qualcomm from $265.00 to $235.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Raymond James Financial initiated coverage on Qualcomm in a research report on Thursday, June 25th. They issued a “strong-buy” rating for the company. Finally, Daiwa Securities Group raised Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 price target on the stock in a research note on Friday, May 8th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, twenty have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $203.63.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Renewed investor interest in chip stocks following July’s sell-off is providing a favorable backdrop for Qualcomm and other semiconductor companies. The Bull Market Is Almost Back for Chip Stocks
• Positive Sentiment: Analysts and market commentary are highlighting Qualcomm’s neural-processing-unit strategy, which could benefit from increasing demand for on-device AI in smartphones, PCs and other hardware. The opportunity could help diversify the company beyond its slower-growing handset business and support a broader hardware upgrade cycle. Forget the Cloud: Qualcomm’s NPU Play May Trigger a Hardware Supercycle
• Positive Sentiment: One market view suggests investors may be underestimating Qualcomm’s potential in automotive, IoT and AI-related markets, offering a bullish counterpoint to the handset slowdown narrative. Prediction: This Chipmaker Could Be a Bigger Winner Than Investors Think
• Neutral Sentiment: Semiconductor ETF inflows remain strong, including demand for leveraged funds, which may support sector momentum. Fidelity’s warning that the chip cycle could be nearing a peak highlights the risk that speculative enthusiasm may reverse. Semiconductor Flows Stay Sticky in Leveraged Chip ETFs
• Neutral Sentiment: Qualcomm could receive additional near-term attention from a semiconductor-focused CNBC Investing Club discussion, though this is not a fundamental business development. 5 Semiconductor Stocks Jim Cramer Could Be Talking About
• Negative Sentiment: Erste Group lowered its FY2026 EPS forecast for Qualcomm to $7.71 from $7.91, signaling reduced expectations for profitability. Another analysis favored Intel over Qualcomm because of stronger projected growth and AI-PC momentum. Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?
• Negative Sentiment: Executive Vice President Akash Palkhiwala sold 2,500 shares worth approximately $408,000. Because the transaction was made under a pre-arranged Rule 10b5-1 plan, it is a limited bearish signal, but it may still weigh modestly on sentiment. Qualcomm EVP Sells 2,500 Shares

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.