McGuire Investment Group LLC Has $24.91 Million Stock Holdings in Qualcomm Incorporated $QCOM

McGuire Investment Group LLC reduced its holdings in Qualcomm Incorporated (NASDAQ:QCOM) by 3.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 145,606 shares of the wireless technology company’s stock after selling 5,429 shares during the quarter. Qualcomm comprises 2.7% of McGuire Investment Group LLC’s portfolio, making the stock its 9th biggest holding. McGuire Investment Group LLC’s holdings in Qualcomm were worth $24,906,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC grew its stake in shares of Qualcomm by 116.6% in the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after acquiring an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC increased its position in Qualcomm by 15.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock worth $391,000 after acquiring an additional 340 shares during the period. Sivia Capital Partners LLC raised its stake in 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 Qualcomm by 6.1% in 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 purchasing an additional 333 shares during the period. Finally, Transamerica Financial Advisors LLC boosted its holdings in Qualcomm by 9.7% in the 2nd quarter. Transamerica Financial Advisors LLC now owns 6,800 shares of the wireless technology company’s stock valued at $1,083,000 after purchasing an additional 603 shares during the period. Institutional investors and hedge funds own 74.35% of the company’s stock.

Insider Buying and Selling at Qualcomm

In related news, EVP Akash J. Palkhiwala sold 3,333 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $137.65, for a total value of $458,787.45. Following the completion of the transaction, the executive vice president owned 35,599 shares in the company, valued at $4,900,202.35. The trade was a 8.56% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Heather S. Ace sold 3,200 shares of the business’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $137.00, for a total value of $438,400.00. Following the sale, the executive vice president owned 16,393 shares of the company’s stock, valued at approximately $2,245,841. The trade was a 16.33% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 9,118 shares of company stock valued at $1,233,705. Corporate insiders own 0.05% of the company’s stock.

Analyst Ratings Changes

QCOM has been the topic of several research reports. Zacks Research downgraded shares of Qualcomm from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 27th. Susquehanna cut shares of Qualcomm from a “positive” rating to a “neutral” rating and set a $140.00 target price for the company. in a research note on Thursday, February 5th. Weiss Ratings reissued a “hold (c)” rating on shares of Qualcomm in a research report on Friday, March 27th. Cantor Fitzgerald lowered their price target on Qualcomm from $185.00 to $160.00 and set a “neutral” rating on the stock in a research note on Monday, February 2nd. Finally, Wells Fargo & Company raised Qualcomm from an “underweight” rating to an “equal weight” rating and upped their price target for the company from $135.00 to $185.00 in a report on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, Qualcomm has an average rating of “Hold” and a consensus price target of $163.77.

Qualcomm Price Performance

NASDAQ:QCOM opened at $132.84 on Wednesday. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51. The company has a 50-day moving average of $134.85 and a 200-day moving average of $157.00. Qualcomm Incorporated has a 52 week low of $121.99 and a 52 week high of $205.95. The company has a market capitalization of $141.74 billion, a price-to-earnings ratio of 27.45 and a beta of 1.28.

Qualcomm (NASDAQ:QCOM) last released its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, beating the consensus estimate of $3.38 by $0.12. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The company had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.16 billion. During the same period in the prior year, the company posted $3.41 EPS. The company’s revenue was up 4.7% compared to the same quarter last year. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. As a group, equities research analysts anticipate that Qualcomm Incorporated will post 9.39 earnings per share for the current fiscal year.

Qualcomm declared that its Board of Directors has initiated a share repurchase plan on Tuesday, March 17th that allows the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization allows the wireless technology company to purchase up to 14.5% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s board believes its shares are undervalued.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm expanded its long?term Bosch tie?up into advanced driver?assistance systems (ADAS), rolling out Snapdragon Digital Chassis software to power smarter, software?defined vehicles — a meaningful revenue and TAM expansion for automotive semiconductors. Can Qualcomm’s Deepen Long-Term Tie-Up With Bosch Drive Its Shares?
• Positive Sentiment: The company’s board has authorized a $20 billion buyback program (announced March 17), which reduces share count and signals management believes shares are undervalued — a clear support for the stock. Qualcomm Stock Profile
• Positive Sentiment: Recent bullish write?ups argue Qualcomm is a high?quality buying opportunity given its semiconductor/IP mix, strong ROE and longer?term growth in automotive, IoT and AI edge use cases. Why Qualcomm (QCOM) Is a Top Quality Stock to Buy Now?
• Neutral Sentiment: Valuation/price action coverage notes the recent pullback and asks whether current levels represent value — useful context for investors but not an immediate catalyst. Is Qualcomm (QCOM) Offering Value After Its Recent Share Price Weakness?
• Neutral Sentiment: An EVP executed a Rule 10b5?1 sale of 2,500 shares at about $130 — disclosed to the market but described as pre?arranged, so it’s likely neutral for fundamentals. SEC Filing — Insider Sale
• Negative Sentiment: Several analysts have trimmed price targets and ratings (RBC, Mizuho, Daiwa, Zacks cuts cited), which can cap near?term upside and increases the risk of further downward pressure if guidance or macro data disappoint. Analyst Coverage and Price Target Moves

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.