Arrowpoint Investment Partners Singapore Pte. Ltd. Makes New $53.47 Million Investment in Qualcomm Incorporated $QCOM

Key Points

• Arrowpoint Investment Partners Singapore opened a new position in Qualcomm, buying 312,600 shares worth about $53.47 million. The stake makes Qualcomm its 6th-largest holding and represents about 7.9% of its portfolio.
• Institutional ownership in Qualcomm remains very high at 74.35%, and several other funds also increased their holdings in recent quarters. This suggests continued interest from large investors despite mixed analyst sentiment.
• Qualcomm recently reported earnings that beat expectations, raised its quarterly dividend to $0.92 per share, and authorized a $20 billion share repurchase program. However, analysts still rate the stock an overall Hold on average, with concerns around competition and margin pressure.

Arrowpoint Investment Partners Singapore Pte. Ltd. acquired a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 312,600 shares of the wireless technology company's stock, valued at approximately $53,470,000. Qualcomm accounts for approximately 7.9% of Arrowpoint Investment Partners Singapore Pte. Ltd.'s holdings, making the stock its 6th largest holding.

Several other institutional investors and hedge funds have also recently bought and sold shares of QCOM. Brighton Jones LLC grew its stake in Qualcomm by 116.6% during the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company's stock valued at $2,666,000 after acquiring an additional 9,343 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings 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 last quarter. Sivia Capital Partners LLC lifted its holdings in shares of 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 buying an additional 1,020 shares during the last quarter. Main Street Financial Solutions LLC lifted its holdings in shares of Qualcomm by 6.1% during 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 buying an additional 333 shares during the last quarter. Finally, Transamerica Financial Advisors LLC lifted its holdings in shares of Qualcomm by 9.7% during 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 buying an additional 603 shares during the last quarter. Institutional investors and hedge funds own 74.35% of the company's stock.

Analyst Upgrades and Downgrades

QCOM has been the subject of several research reports. Craig Hallum upgraded Qualcomm to a "buy" rating in a report on Friday, May 8th. The Goldman Sachs Group initiated coverage on Qualcomm in a report on Monday, March 30th. They set a "neutral" rating and a $135.00 price target for the company. Tigress Financial lifted their price target on Qualcomm from $270.00 to $280.00 and gave the company a "buy" rating in a report on Friday, May 8th. Benchmark lifted their price target on Qualcomm from $200.00 to $225.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Finally, TD Cowen raised their price objective on Qualcomm from $150.00 to $200.00 and gave the company a "buy" rating in a research note on Thursday, April 30th. Fourteen research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Hold" and an average price target of $181.79.

Qualcomm Stock Performance

QCOM opened at $242.57 on Friday. The stock's 50 day moving average price is $174.95 and its two-hundred day moving average price is $163.03. The company has a quick ratio of 1.61, a current ratio of 2.37 and a debt-to-equity ratio of 0.54. Qualcomm Incorporated has a 12-month low of $121.99 and a 12-month high of $259.92. The firm has a market capitalization of $255.67 billion, a P/E ratio of 26.37, a price-to-earnings-growth ratio of 30.97 and a beta of 1.59.

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

Qualcomm Increases Dividend

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

Qualcomm announced that its Board of Directors has authorized a share repurchase plan on Tuesday, March 17th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the wireless technology company to buy up to 14.5% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company's board of directors believes its stock is undervalued.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm is continuing to position itself for growth beyond smartphones, with articles highlighting its push into AI inference, data center, automotive, and edge AI use cases. A new PR release also noted Primax Electronics is using Qualcomm-powered edge AI platforms for next-generation conference solutions, reinforcing traction in enterprise AI applications. Article Title
• Positive Sentiment: Long-term investors are being reminded that Qualcomm has built substantial value over time, with one article pointing to the company’s strong 15-year investment performance and its evolution from a mobile-only chip maker into a broader semiconductor and licensing business. Article Title
• Neutral Sentiment: Coverage from Zacks and Yahoo Finance noted the stock’s recent weakness versus the broader market, but these pieces were largely descriptive “facts to know before you trade” updates rather than new company-specific catalysts. Article Title
• Neutral Sentiment: Valuation commentary suggests Qualcomm remains attractive on some longer-term AI-growth themes, but the stock’s near-term direction is still being driven more by sentiment around competition and margins than by this analysis alone. Article Title
• Negative Sentiment: Nvidia’s new RTX Spark AI PC chip is intensifying competition in Windows PCs, pressuring Qualcomm’s Snapdragon franchise and helping drive investor concern about share loss in a key growth market. Article Title
• Negative Sentiment: A separate Zacks analysis warned that Qualcomm is facing margin pressure and soft smartphone demand, with its core handset business still a major earnings driver and therefore a source of near-term risk. Article Title

Insider Buying and Selling

In related news, CEO Cristiano R. Amon sold 10,000 shares of the business's stock in a transaction on Monday, May 4th. The stock was sold at an average price of $180.00, for a total value of $1,800,000.00. Following the sale, the chief executive officer owned 197,568 shares of the company's stock, valued at $35,562,240. The trade was a 4.82% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 directly owned 39,735 shares in the company, valued at approximately $7,065,677.70. This represents a 7.45% decrease in their position. 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. Insiders sold 19,306 shares of company stock worth $3,435,583 in the last quarter. Corporate 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.