Concurrent Investment Advisors LLC Purchases 35,166 Shares of Qualcomm Incorporated $QCOM

Key Points

• Concurrent Investment Advisors LLC increased its stake in Qualcomm by 66.2% in Q4, buying 35,166 shares to own 88,257 shares valued at about $15.10 million.
• Qualcomm's board authorized a $20.0 billion share buyback and the company raised its quarterly dividend to $0.92 (2.5% yield), after reporting a Q1 EPS beat of $3.50 and setting Q2 guidance of $2.45–$2.65.
• Market sentiment is mixed: heavy call buying and an AI "edge" narrative have fueled bullish flows, but analysts have trimmed targets and the consensus rating is Hold with a $158.25 average price target; insiders sold ~9,118 shares recently and institutions own 74.35%.

Concurrent Investment Advisors LLC grew its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 66.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 88,257 shares of the wireless technology company's stock after buying an additional 35,166 shares during the period. Concurrent Investment Advisors LLC's holdings in Qualcomm were worth $15,096,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. increased its position in Qualcomm by 72.2% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company's stock worth $26,000 after buying an additional 65 shares during the period. Cloud Capital Management LLC bought a new position in Qualcomm during the 3rd quarter worth $27,000. Richardson Financial Services Inc. increased its position in Qualcomm by 90.9% during the 4th quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company's stock worth $29,000 after buying an additional 80 shares during the period. Glass Jacobson Investment Advisors llc increased its position in shares of Qualcomm by 113.5% in the fourth quarter. Glass Jacobson Investment Advisors llc now owns 190 shares of the wireless technology company's stock worth $32,000 after purchasing an additional 101 shares during the period. Finally, Board of the Pension Protection Fund bought a new position in shares of Qualcomm in the fourth quarter worth $34,000. Institutional investors own 74.35% of the company's stock.

Key Stories Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Semiconductor sector rally lifted shares as the chip complex caught fire, driving a sharp intraday move higher. Qualcomm Stock Jumps 11% – Here's Why It's Still Down 13% in 2026
• Positive Sentiment: Unusually large options activity: roughly 120,444 call contracts were bought (about 165% above average), indicating strong bullish positioning that can amplify upside and intraday volume.
• Positive Sentiment: AI narrative supports longer-term upside: Qualcomm is highlighted as an “AI-at-the-edge” name that could benefit from AI-driven demand beyond smartphones. QUALCOMM Incorporated (QCOM): One of the AI Stocks That Could Break Trillion Dollar Barrier
• Neutral Sentiment: Barclays began coverage / issued a new rating — a headline catalyst that can move sentiment but whose net impact depends on the specifics of the view and any price target. Barclays Begins Coverage on Qualcomm NASDAQ: QCOM
• Neutral Sentiment: Analysts and investors are focused on key Q2 metrics and guidance ahead of the quarter-end/earnings window; Zacks summarizes what Wall Street is watching for in the upcoming report. Wall Street's Insights Into Key Metrics Ahead of Qualcomm (QCOM) Q2 Earnings
• Negative Sentiment: Analyst downgrades and valuation concerns persist: recent notes highlighted weak smartphone demand, rising memory costs, and limited near-term catalysts for the handset business — factors that have pressured the stock YTD. A Look At Qualcomm (QCOM) Valuation As Analyst Downgrades Highlight Handset Weakness And Limited Near Term Catalysts
• Negative Sentiment: Peer comparison: some coverage contrasts Qualcomm with mobile-chip peers (e.g., Cirrus Logic), noting supply constraints and demand headwinds that could weigh on share gains if handset cycles remain weak. Cirrus Logic vs. Qualcomm: Which Mobile Chip Stock is the Better Buy?

Insider Activity at Qualcomm

In other Qualcomm news, EVP Akash J. Palkhiwala sold 3,333 shares of the business's stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $137.65, for a total value of $458,787.45. Following the transaction, the executive vice president directly owned 35,599 shares of the company's stock, valued at approximately $4,900,202.35. The trade was a 8.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Heather S. Ace sold 3,200 shares of the business's stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $137.00, for a total value of $438,400.00. Following the completion of the transaction, the executive vice president directly owned 16,393 shares in the company, valued at approximately $2,245,841. This trade represents a 16.33% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 9,118 shares of company stock worth $1,233,705. Insiders own 0.05% of the company's stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on QCOM. Rosenblatt Securities decreased their price target on Qualcomm from $225.00 to $190.00 and set a "buy" rating on the stock in a research report on Thursday, February 5th. Weiss Ratings restated a "hold (c)" rating on shares of Qualcomm in a research report on Friday, March 27th. Sanford C. Bernstein restated a "market perform" rating and issued a $140.00 price target (down from $175.00) on shares of Qualcomm in a research report on Thursday, March 26th. Morgan Stanley began coverage on Qualcomm in a research report on Tuesday, February 10th. They issued an "underweight" rating and a $132.00 price target on the stock. Finally, Piper Sandler restated an "overweight" rating and issued a $200.00 price target on shares of Qualcomm in a research report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, thirteen have given a Hold rating and four have issued a Sell rating to the company's stock. According to data from MarketBeat.com, Qualcomm has an average rating of "Hold" and a consensus price target of $158.25.

Qualcomm Stock Performance

NASDAQ:QCOM opened at $148.85 on Friday. The stock has a market cap of $158.82 billion, a P/E ratio of 30.75 and a beta of 1.28. The company has a current ratio of 2.51, a quick ratio of 1.83 and a debt-to-equity ratio of 0.64. The stock's 50-day moving average is $134.33 and its 200-day moving average is $155.45. Qualcomm Incorporated has a 1-year low of $121.99 and a 1-year high of $205.95.

Qualcomm (NASDAQ:QCOM - Get Free Report) last released its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share for the quarter, topping the consensus estimate of $3.38 by $0.12. The company had revenue of $12.25 billion for the quarter, compared to analysts' expectations of $12.16 billion. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The business's quarterly revenue was up 4.7% compared to the same quarter last year. During the same period in the previous year, the business posted $3.41 earnings per share. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Equities research analysts anticipate that Qualcomm Incorporated will post 8.21 earnings per share for the current year.

Qualcomm announced that its Board of Directors has initiated a stock buyback program on Tuesday, March 17th that authorizes the company to buyback $20.00 billion in shares. This buyback authorization authorizes the wireless technology company to reacquire up to 14.5% of its stock through open market purchases. Stock buyback programs are usually a sign that the company's management believes its stock is undervalued.

Qualcomm Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be paid a $0.92 dividend. This represents a $3.68 annualized dividend and a yield of 2.5%. This is a boost from Qualcomm's previous quarterly dividend of $0.89. The ex-dividend date of this dividend is Thursday, June 4th. Qualcomm's payout ratio is presently 76.03%.

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.

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