Qualcomm Incorporated $QCOM Shares Acquired by NEOS Investment Management LLC

NEOS Investment Management LLC lifted its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 8.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 797,157 shares of the wireless technology company’s stock after buying an additional 62,629 shares during the period. NEOS Investment Management LLC owned approximately 0.08% of Qualcomm worth $147,307,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Your Advocates Ltd. LLP acquired a new position in Qualcomm in the first quarter valued at $26,000. Caitong International Asset Management Co. Ltd grew its holdings in shares of Qualcomm by 17,000.0% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company’s stock worth $29,000 after purchasing an additional 170 shares during the last quarter. Birchwood Financial Partners Inc. acquired a new stake in shares of Qualcomm during the fourth quarter worth about $31,000. Commonwealth Retirement Investments LLC acquired a new stake in shares of Qualcomm during the fourth quarter worth about $32,000. Finally, ABS Investment Management LLC purchased a new stake in shares of Qualcomm in the 2nd quarter valued at about $34,000. 74.35% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, CAO Patricia Y. Grech sold 625 shares of Qualcomm stock in a transaction on Friday, August 21st. The shares were sold at an average price of $162.85, for a total value of $101,781.25. Following the transaction, the chief accounting officer directly owned 208 shares in the company, valued at $33,872.80. This trade represents a 75.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 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 Tuesday, July 14th. The shares were sold at an average price of $180.81, for a total transaction of $452,025.00. Following the completion of the transaction, the executive vice president owned 23,184 shares in the company, valued at approximately $4,191,899.04. This trade represents a 9.73% decrease in their ownership of the stock. 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 11,533 shares of company stock valued at $1,961,219. Company insiders own 0.05% of the company’s stock.

Qualcomm Price Performance

Shares of QCOM opened at $168.57 on Friday. Qualcomm Incorporated has a fifty-two week low of $121.99 and a fifty-two week high of $259.92. The company has a market capitalization of $177.04 billion, a price-to-earnings ratio of 19.51, a price-to-earnings-growth ratio of 3.54 and a beta of 1.68. The firm has a 50-day simple moving average of $169.46 and a 200-day simple moving average of $169.66. The company has a debt-to-equity ratio of 0.46, a quick ratio of 1.28 and a current ratio of 2.02.

Qualcomm (NASDAQ:QCOM) last released its quarterly earnings results on Wednesday, July 29th. The wireless technology company reported $2.21 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.23 by ($0.02). The company had revenue of $9.95 billion for the quarter, compared to analysts’ expectations of $9.69 billion. Qualcomm had a return on equity of 38.36% and a net margin of 21.01%.The business’s quarterly revenue was down 4.0% compared to the same quarter last year. During the same period in the prior year, the business earned $2.77 EPS. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. On average, equities research analysts anticipate that Qualcomm Incorporated will post 7.74 earnings per share for the current year.

Qualcomm Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, September 3rd will be paid a $0.92 dividend. This represents a $3.68 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Thursday, September 3rd. Qualcomm’s dividend payout ratio (DPR) is 42.59%.

Key Headlines Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Dividend increased: Qualcomm raised its quarterly dividend 3.4% to $0.92 per share, signaling confidence in cash generation and offering an approximately $3.68 annualized payout. The company is expected to distribute about $983 million in the latest payment. Qualcomm Raises Quarterly Dividend 3.4% to $0.92 a Share
• Positive Sentiment: Smart-ring investment expands Qualcomm’s opportunity: Qualcomm’s venture arm participated in Ultrahuman’s $70 million funding round. Ultrahuman plans to develop software-capable smart rings with applications spanning health tracking, artificial intelligence and gaming, potentially creating additional demand for Qualcomm technology beyond smartphones. Qualcomm backs Ultrahuman in $70M round
• Positive Sentiment: Gaming and AI capabilities strengthened: Qualcomm unveiled Adreno Neural Fusion, a technology intended to improve mobile gaming graphics and AI performance. Reports indicate the next Snapdragon flagship platform will include Qualcomm’s answer to Nvidia-style upscaling technology, supporting premium-chip competitiveness. Qualcomm Unveils Adreno Neural Fusion
• Neutral Sentiment: Japan robotics push offers diversification: Qualcomm is targeting robotics and edge AI growth in Japan. The opportunity could broaden its addressable market, but analysts also cited margin pressure, weaker estimates and Apple’s planned modem shift as important risks. QCOM’s Japan Robotics Outlay Targets Edge AI
• Positive Sentiment: Valuation remains a support: One analysis suggests QCOM may be undervalued based on earnings multiples, despite a 58% three-year return. Its discounted-cash-flow estimate is only modestly above the current market value, indicating upside may be limited but that the shares are not broadly viewed as expensive. QUALCOMM Stock May Be Undervalued
• Negative Sentiment: Insider selling pressured sentiment: Reports of insider sales contributed to recent trading weakness and may raise concerns about management’s near-term confidence, even though insider transactions do not necessarily reflect changes in Qualcomm’s long-term fundamentals. Qualcomm Trading Down After Insider Selling

Wall Street Analyst Weigh In

A number of analysts recently issued reports on the company. Roth Capital assumed coverage on Qualcomm in a research report on Friday, May 8th. They issued a “buy” rating for the company. Guggenheim set a $200.00 price target on Qualcomm in a research report on Monday, June 22nd. JPMorgan Chase & Co. boosted their price objective on Qualcomm from $160.00 to $265.00 and gave the company a “neutral” rating in a research note on Friday, June 5th. UBS Group decreased their price objective on Qualcomm from $190.00 to $170.00 and set a “neutral” rating for the company in a report on Thursday, July 30th. Finally, Evercore set a $159.00 target price on shares of Qualcomm in a research report on Thursday, July 30th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, twenty have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $203.76.

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.