Aware Super Pty Ltd as trustee of Aware Super Invests $42.13 Million in Qualcomm Incorporated $QCOM

Aware Super Pty Ltd as trustee of Aware Super bought a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM) in the 1st quarter, HoldingsChannel reports. The institutional investor bought 327,139 shares of the wireless technology company’s stock, valued at approximately $42,129,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in QCOM. Your Advocates Ltd. LLP acquired a new stake in Qualcomm during the 1st quarter worth about $26,000. Richardson Financial Services Inc. lifted its holdings in shares of Qualcomm by 90.9% in the 4th quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company’s stock valued at $29,000 after buying an additional 80 shares during the period. Torren Management LLC acquired a new position in shares of Qualcomm in the 4th quarter valued at about $29,000. Caitong International Asset Management Co. Ltd boosted its stake in shares of Qualcomm by 17,000.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 171 shares of the wireless technology company’s stock worth $29,000 after buying an additional 170 shares during the last quarter. Finally, Birchwood Financial Partners Inc. purchased a new stake in shares of Qualcomm in the fourth quarter worth about $31,000. 74.35% of the stock is currently owned by institutional investors and hedge funds.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Micron signed long-term agreements with Qualcomm and other auto suppliers to secure memory and storage components for AI-enabled vehicles, reinforcing Qualcomm’s position in the automotive chip market and supporting its long-term growth narrative. Article Title
• Positive Sentiment: Several recent commentary pieces argued Qualcomm still has meaningful upside tied to AI, data-center, and broader semiconductor demand, with one note upgrading the stock and another highlighting a potential growth story that may not yet be fully priced in. Article Title
• Neutral Sentiment: Qualcomm announced it will report fiscal third-quarter 2026 results on July 29, which keeps investors focused on upcoming guidance and commentary rather than changing fundamentals right now. Article Title
• Neutral Sentiment: Reports that a supposed Qualcomm-Anthropic partnership code reference was not real likely cooled some AI enthusiasm, but the issue appears to have been more speculative than fundamental. Article Title
• Neutral Sentiment: EVP Akash Palkhiwala sold 2,500 shares under a pre-arranged 10b5-1 plan; while insider sales can weigh on sentiment, the sale was small relative to his remaining stake and does not appear to signal a major shift in outlook. Article Title
• Negative Sentiment: Broader semiconductor sentiment has been turning cautious, with Bank of America calling long semiconductors a very crowded trade, which may be pressuring QCOM along with the sector. Article Title
• Negative Sentiment: Recent market commentary also highlighted Qualcomm’s multi-day slide and the possibility that investors are reducing exposure ahead of earnings and amid weaker near-term sentiment. Article Title

Insiders Place Their Bets

In related news, EVP Heather S. Ace sold 3,200 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $177.82, for a total value of $569,024.00. Following the completion of the sale, the executive vice president owned 39,735 shares of the company’s stock, valued at approximately $7,065,677.70. The trade was a 7.45% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 the company’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $201.77, for a total transaction 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. In the last 90 days, insiders sold 21,721 shares of company stock valued at $4,044,465. Corporate insiders own 0.05% of the company’s stock.

Analyst Upgrades and Downgrades

QCOM has been the topic of several analyst reports. Barclays raised Qualcomm from an “underweight” rating to an “overweight” rating in a report on Thursday, June 25th. Daiwa Securities Group upgraded Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 price objective on the stock in a research report on Friday, May 8th. Zacks Research raised shares of Qualcomm from a “strong sell” rating to a “hold” rating in a research note on Monday, May 4th. Tigress Financial raised their price objective on shares of Qualcomm from $270.00 to $280.00 and gave the stock a “buy” rating in a research note on Friday, May 8th. Finally, Monness Crespi & Hardt raised shares of Qualcomm to a “buy” rating in a report on Thursday, June 25th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, twenty-one have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $221.31.

Qualcomm Stock Performance

NASDAQ QCOM opened at $170.61 on Friday. The stock has a market capitalization of $179.82 billion, a price-to-earnings ratio of 18.54, a PEG ratio of 5.30 and a beta of 1.63. The stock has a 50-day moving average of $208.57 and a 200 day moving average of $168.40. The company has a current ratio of 2.37, a quick ratio of 1.61 and a debt-to-equity ratio of 0.54. Qualcomm Incorporated has a twelve month low of $121.99 and a twelve month high of $259.92.

Qualcomm (NASDAQ:QCOM) last issued its quarterly earnings data 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 company had revenue of $10.60 billion for 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%.Qualcomm’s quarterly revenue was down 3.5% compared to the same quarter last year. During the same period last year, the company earned $2.85 earnings per share. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Sell-side analysts anticipate that Qualcomm Incorporated will post 7.96 EPS for the current fiscal year.

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.