Qualcomm Incorporated $QCOM Shares Sold by IFP Advisors Inc

IFP Advisors Inc reduced its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM) by 21.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 13,120 shares of the wireless technology company’s stock after selling 3,513 shares during the period. IFP Advisors Inc’s holdings in Qualcomm were worth $2,424,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in QCOM. Brighton Jones LLC increased its position in Qualcomm by 116.6% during the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company’s stock worth $2,666,000 after purchasing an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of Qualcomm by 15.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company’s stock valued at $391,000 after buying an additional 340 shares during the period. Sivia Capital Partners LLC lifted its holdings in Qualcomm by 44.3% in the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company’s stock valued at $530,000 after acquiring an additional 1,020 shares during the last quarter. Main Street Financial Solutions LLC lifted its holdings in Qualcomm by 6.1% in the second 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 during the last quarter. Finally, Transamerica Financial Advisors LLC grew its position in Qualcomm by 9.7% in the second 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 period. 74.35% of the stock is currently owned by hedge funds and other institutional investors.

Qualcomm News Summary

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm secured a multi-generational custom-silicon partnership with Qualcomm’s AWS Deal Takes Aim at Nvidia, But Comes With Fine Print Amazon Web Services. The deal provides significant validation from a major AI infrastructure customer and strengthens Qualcomm’s challenge to Nvidia in data-center computing. Qualcomm’s CFO is reportedly targeting roughly $5 billion in future data-center revenue, adding to the growth narrative.
• Positive Sentiment: Investors increasingly view automotive and data-center chips as potential growth engines that can offset slowing handset sales. Analysts and market commentary suggest the AWS agreement could lead to upward estimate revisions if Qualcomm converts the partnership into meaningful, recurring deployments. Qualcomm’s Data Center Bet Looks More Real After Amazon’s AI Deal
• Neutral Sentiment: Rosenblatt Securities reaffirmed its “Buy” rating, while Piper Sandler moved Qualcomm to “Hold.” The mixed analyst actions indicate optimism about the longer-term diversification story but limited certainty about near-term earnings growth.
• Neutral Sentiment: The AWS announcement is strategically important, but reports caution that the partnership’s structure and execution timetable could limit its immediate revenue impact. Qualcomm’s valuation and future upside therefore depend on actual customer volumes and revised forecasts, not simply the headline design win.
• Negative Sentiment: Apple’s iPhone 18 Pro includes Apple’s in-house C2 modem, signaling continued efforts to reduce reliance on Qualcomm. Although the iPhone 18 Pro Max may still use Qualcomm technology in some markets, further modem insourcing presents a long-term risk to Qualcomm’s handset revenue and margins. iPhone 18 Pro Debuts C2 Modem
• Negative Sentiment: Qualcomm’s latest quarterly results showed weaker year-over-year earnings and revenue, while earnings per share narrowly missed estimates. That performance, combined with a handset business described as shrinking, leaves investors dependent on automotive, IoT and data-center expansion to sustain the recovery.

Analyst Ratings Changes

QCOM has been the subject of several research analyst reports. Oppenheimer set a $200.00 target price on shares of Qualcomm in a research note on Monday, July 27th. Bank of America increased their price objective on shares of Qualcomm from $165.00 to $195.00 and gave the stock an “underperform” rating in a research report on Tuesday, June 23rd. Monness Crespi & Hardt upgraded shares of Qualcomm to a “buy” rating in a report on Thursday, June 25th. Morgan Stanley cut their target price on Qualcomm from $231.00 to $220.00 and set an “equal weight” rating on the stock in a research report on Thursday, July 30th. Finally, Susquehanna decreased their price target on Qualcomm from $190.00 to $160.00 and set a “neutral” rating on the stock in a research note on Thursday, July 30th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, twenty-two have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $204.10.

Insider Activity

In other news, EVP Akash J. Palkhiwala sold 2,500 shares of the business’s stock in a transaction on Friday, September 11th. The shares were sold at an average price of $182.85, for a total transaction of $457,125.00. Following the completion of the sale, the executive vice president directly owned 18,184 shares of the company’s stock, valued at $3,324,944.40. The trade was a 12.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather S. Ace sold 3,200 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $147.04, for a total transaction of $470,528.00. Following the completion of the transaction, the executive vice president directly owned 36,535 shares in the company, valued at approximately $5,372,106.40. This represents a 8.05% 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. In the last three months, insiders sold 11,533 shares of company stock worth $1,924,969. Company insiders own 0.05% of the company’s stock.

Qualcomm Stock Up 2.9%

Shares of NASDAQ QCOM opened at $181.97 on Friday. The business has a 50-day moving average of $168.45 and a two-hundred day moving average of $170.82. The company has a market capitalization of $191.11 billion, a price-to-earnings ratio of 21.06, a price-to-earnings-growth ratio of 3.69 and a beta of 1.68. Qualcomm Incorporated has a 1 year low of $121.99 and a 1 year high of $259.92. The company has a debt-to-equity ratio of 0.46, a current ratio of 2.02 and a quick ratio of 1.28.

Qualcomm (NASDAQ:QCOM) last issued its quarterly earnings data on Wednesday, July 29th. The wireless technology company reported $2.21 earnings per share 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 company had revenue of $9.95 billion for the quarter, compared to analysts’ expectations of $9.69 billion. During the same quarter in the prior year, the firm posted $2.77 EPS. The firm’s quarterly revenue was down 4.0% compared to the same quarter last year. Qualcomm has set its Q4 2026 guidance at 2.050-2.250 EPS. On average, analysts forecast that Qualcomm Incorporated will post 7.74 earnings per share for the current fiscal year.

Qualcomm Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 24th. Shareholders of record on Thursday, September 3rd will be issued a $0.92 dividend. The ex-dividend date of this dividend is Thursday, September 3rd. This represents a $3.68 dividend on an annualized basis and a yield of 2.0%. Qualcomm’s dividend payout ratio (DPR) is 42.59%.

Qualcomm Profile

Qualcomm Incorporated (NASDAQ: QCOM) is a technology company that develops wireless communications technologies, semiconductors and related intellectual property. Headquartered in San Diego, California, the company serves customers and partners worldwide across the mobile, automotive, consumer electronics and industrial markets.

Through its Qualcomm CDMA Technologies (QCT) business, Qualcomm designs and supplies integrated circuits, system software and hardware platforms. Its products include Snapdragon mobile platforms, 5G and other wireless modems, radio-frequency components, connectivity solutions, processors and artificial intelligence technologies.