Fieldview Capital Management LLC Invests $1 Million in Qualcomm Incorporated $QCOM

Fieldview Capital Management LLC acquired a new position in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 5,853 shares of the wireless technology company's stock, valued at approximately $1,001,000.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Focus Partners Wealth raised its stake in shares of Qualcomm by 37.9% in the fourth quarter. Focus Partners Wealth now owns 1,249,957 shares of the wireless technology company's stock worth $213,756,000 after purchasing an additional 343,216 shares during the last quarter. Healthcare of Ontario Pension Plan Trust Fund grew its holdings in shares of Qualcomm by 79.8% in the fourth quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 943,321 shares of the wireless technology company's stock valued at $161,355,000 after acquiring an additional 418,772 shares in the last quarter. Icon Wealth Advisors LLC grew its holdings in shares of Qualcomm by 17.8% in the fourth quarter. Icon Wealth Advisors LLC now owns 10,428 shares of the wireless technology company's stock valued at $1,793,000 after acquiring an additional 1,577 shares in the last quarter. Landscape Capital Management L.L.C. grew its holdings in shares of Qualcomm by 434.6% in the fourth quarter. Landscape Capital Management L.L.C. now owns 29,888 shares of the wireless technology company's stock valued at $5,112,000 after acquiring an additional 24,297 shares in the last quarter. Finally, Eventide Asset Management LLC bought a new position in shares of Qualcomm in the fourth quarter valued at approximately $1,153,000. 74.35% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Qualcomm

In other Qualcomm news, EVP Akash J. Palkhiwala sold 2,500 shares of the stock in a transaction on Monday, April 13th. The stock was sold at an average price of $130.34, for a total transaction of $325,850.00. Following the completion of the transaction, the executive vice president directly owned 30,684 shares of the company's stock, valued at approximately $3,999,352.56. This represents a 7.53% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Patricia Y. Grech sold 829 shares of the stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $201.77, for a total value of $167,267.33. 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 a total of 21,806 shares of company stock valued at $3,928,958 in the last three months. 0.05% of the stock is currently owned by company insiders.

Qualcomm News Summary

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Wells Fargo raised its price target on Qualcomm to $230 from $160, signaling improved long-term expectations for the stock. Wall Street sets Qualcomm stock price target for 2027
• Positive Sentiment: Coverage highlighting Qualcomm’s AI ecosystem expanding into humanoid robots and autonomous vehicles is boosting sentiment around growth beyond smartphones. Qualcomm’s AI Ecosystem Extends To Humanoid Robots And Autonomous Vehicles
• Positive Sentiment: QCraft said it demonstrated urban NOA on Qualcomm’s Snapdragon Ride platform and is targeting mass production in 2026, supporting Qualcomm’s automotive revenue story. QCraft Demonstrates Urban NOA on Qualcomm's Latest Snapdragon Ride SoC, Targets 2026 Global Mass Production
• Neutral Sentiment: Erste Group slightly lowered its FY2027 EPS estimate, a modest headwind but not a major change to the outlook.
• Negative Sentiment: EVP Akash Palkhiwala sold 2,500 shares in a pre-arranged 10b5-1 plan, which may create a small overhang even though the sale was routine. SEC filing for Akash J. Palkhiwala transaction
• Negative Sentiment: Recent commentary notes Qualcomm has also been caught in a broader semiconductor pullback and some profit-taking after a strong AI-driven run, which can weigh on the shares near term. Qualcomm Slips, Shorter-Term Momentum Cools From Roller Coaster AI Highs

Qualcomm Price Performance

Shares of NASDAQ QCOM opened at $211.72 on Monday. The stock has a fifty day simple moving average of $184.43 and a two-hundred day simple moving average of $164.85. Qualcomm Incorporated has a 1-year low of $121.99 and a 1-year high of $259.92. The firm has a market cap of $223.15 billion, a price-to-earnings ratio of 23.01, a price-to-earnings-growth ratio of 26.19 and a beta of 1.59. The company has a current ratio of 2.37, a quick ratio of 1.61 and a debt-to-equity ratio of 0.54.

Qualcomm (NASDAQ:QCOM - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share for the quarter, beating the consensus estimate of $2.56 by $0.09. Qualcomm had a return on equity of 42.11% and a net margin of 22.31%.The business had revenue of $10.60 billion during the quarter, compared to analyst estimates of $10.59 billion. During the same period in the prior year, the company earned $2.85 earnings per share. Qualcomm's 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. Analysts anticipate that Qualcomm Incorporated will post 8 earnings per share for the current year.

Qualcomm declared that its board has approved a share buyback program on Tuesday, March 17th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the wireless technology company to repurchase up to 14.5% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company's board of directors believes its shares are undervalued.

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 issued a dividend of $0.92 per share. This represents a $3.68 annualized dividend and a yield of 1.7%. This is a positive change from Qualcomm's previous quarterly dividend of $0.89. The ex-dividend date of this dividend is Thursday, June 4th. Qualcomm's dividend payout ratio is currently 40.00%.

Wall Street Analysts Forecast Growth

QCOM has been the subject of several recent analyst reports. UBS Group lowered Qualcomm from a "neutral" rating to an "underperform" rating in a report on Friday, May 8th. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Qualcomm in a report on Friday, March 27th. HSBC initiated coverage on Qualcomm in a report on Friday, May 8th. They issued a "buy" rating for the company. Benchmark upped their target price on Qualcomm from $200.00 to $225.00 and gave the company a "buy" rating in a report on Thursday, April 30th. Finally, Argus set a $220.00 target price on Qualcomm in a report on Friday, May 1st. Fifteen investment analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the company has an average rating of "Hold" and an average price target of $184.29.

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.

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