Triglav Investments D.O.O. Has $10.62 Million Position in Qualcomm Incorporated $QCOM

Triglav Investments D.O.O. grew its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 38.1% in the fourth quarter, HoldingsChannel.com reports. The fund owned 62,087 shares of the wireless technology company’s stock after acquiring an additional 17,113 shares during the quarter. Triglav Investments D.O.O.’s holdings in Qualcomm were worth $10,620,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the business. Wellington Management Group LLP grew its stake in shares of Qualcomm by 141.8% in the 3rd quarter. Wellington Management Group LLP now owns 12,437,240 shares of the wireless technology company’s stock valued at $2,069,059,000 after buying an additional 7,292,783 shares during the period. Geode Capital Management LLC grew its stake in shares of Qualcomm by 12.5% in the 4th quarter. Geode Capital Management LLC now owns 28,897,079 shares of the wireless technology company’s stock valued at $4,931,968,000 after buying an additional 3,221,924 shares during the period. Dimensional Fund Advisors LP grew its stake in shares of Qualcomm by 36.8% in the 3rd quarter. Dimensional Fund Advisors LP now owns 6,552,427 shares of the wireless technology company’s stock valued at $1,090,025,000 after buying an additional 1,764,252 shares during the period. Viking Global Investors LP grew its stake in shares of Qualcomm by 120.1% in the 2nd quarter. Viking Global Investors LP now owns 3,152,866 shares of the wireless technology company’s stock valued at $502,125,000 after buying an additional 1,720,529 shares during the period. Finally, Rafferty Asset Management LLC grew its stake in shares of Qualcomm by 59.1% in the 2nd quarter. Rafferty Asset Management LLC now owns 4,418,406 shares of the wireless technology company’s stock valued at $703,675,000 after buying an additional 1,641,068 shares during the period. 74.35% of the stock is currently owned by institutional investors and hedge funds.

Qualcomm Price Performance

Qualcomm stock opened at $251.02 on Friday. Qualcomm Incorporated has a 52 week low of $121.99 and a 52 week high of $259.92. The company’s 50 day moving average price is $166.07 and its two-hundred day moving average price is $161.25. The company has a quick ratio of 1.61, a current ratio of 2.37 and a debt-to-equity ratio of 0.54. The stock has a market cap of $264.58 billion, a P/E ratio of 27.28, a P/E/G ratio of 30.14 and a beta of 1.49.

Qualcomm (NASDAQ:QCOM) last posted its earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 EPS for the quarter, topping the consensus estimate of $2.56 by $0.09. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. The firm had revenue of $10.60 billion for the quarter, compared to analysts’ expectations of $10.59 billion. During the same quarter last year, the firm earned $2.85 EPS. The company’s quarterly revenue was down 3.5% compared to the same quarter last year. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. On average, equities analysts predict that Qualcomm Incorporated will post 7.99 earnings per share for the current year.

Qualcomm Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be given a dividend of $0.92 per share. The ex-dividend date of this dividend is Thursday, June 4th. This represents a $3.68 annualized dividend and a dividend yield of 1.5%. This is an increase from Qualcomm’s previous quarterly dividend of $0.89. Qualcomm’s payout ratio is 38.70%.

Qualcomm announced that its board has approved a share repurchase program on Tuesday, March 17th that authorizes the company to repurchase $20.00 billion in outstanding shares. This repurchase authorization authorizes the wireless technology company to buy up to 14.5% of its shares through open market purchases. Shares repurchase programs are often a sign that the company’s management believes its stock is undervalued.

Analyst Upgrades and Downgrades

Several analysts have recently commented on QCOM shares. DZ Bank downgraded Qualcomm from a “buy” rating to a “hold” rating and set a $195.00 target price for the company. in a research note on Friday, May 8th. Seaport Research Partners restated a “sell” rating and issued a $100.00 target price on shares of Qualcomm in a research note on Monday, March 16th. Daiwa Securities Group upgraded Qualcomm from a “neutral” rating to an “outperform” rating and set a $225.00 target price for the company in a research note on Friday, May 8th. Loop Capital upgraded Qualcomm from a “hold” rating to a “buy” rating and set a $185.00 target price for the company in a research note on Tuesday, February 24th. Finally, Piper Sandler restated an “overweight” rating and issued a $200.00 target price on shares of Qualcomm in a research note on Thursday, February 5th. Fourteen equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Qualcomm has a consensus rating of “Hold” and a consensus price target of $181.79.

Trending Headlines about Qualcomm

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

Insider Activity at Qualcomm

In related news, EVP Akash J. Palkhiwala sold 2,500 shares of Qualcomm stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $211.90, for a total value of $529,750.00. Following the sale, the executive vice president owned 28,184 shares of the company’s stock, valued at approximately $5,972,189.60. The trade was a 8.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Cristiano R. Amon sold 10,000 shares of Qualcomm stock in a transaction that occurred on 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 sale, the chief executive officer directly owned 197,568 shares in the company, valued at $35,562,240. This trade represents a 4.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 19,306 shares of company stock worth $3,435,583. Company insiders own 0.05% of the company’s stock.

Qualcomm 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.