Natixis Advisors LLC Raises Stock Position in Qualcomm Incorporated $QCOM

Key Points

• Natixis Advisors LLC increased its Qualcomm stake by 1.1% in the fourth quarter, adding 14,567 shares and bringing its total holding to 1,378,975 shares worth about $235.9 million.
• Several other institutional investors also adjusted their positions, and institutions now own 74.35% of Qualcomm’s stock, showing continued heavy professional ownership.
• Insiders have been selling shares: CAO Patricia Y. Grech and EVP Heather S. Ace both completed Rule 10b5-1 sales, and insiders have sold 19,306 shares over the last three months.

Natixis Advisors LLC increased its stake in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 1.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,378,975 shares of the wireless technology company's stock after acquiring an additional 14,567 shares during the period. Natixis Advisors LLC owned approximately 0.13% of Qualcomm worth $235,874,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the company. Richardson Financial Services Inc. grew its holdings in shares of Qualcomm by 90.9% during the fourth quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company's stock valued at $29,000 after buying an additional 80 shares during the last quarter. Torren Management LLC acquired a new position in shares of Qualcomm in the 4th quarter valued at $29,000. Glass Jacobson Investment Advisors llc increased its position in shares of Qualcomm by 113.5% in the 4th quarter. Glass Jacobson Investment Advisors llc now owns 190 shares of the wireless technology company's stock valued at $32,000 after acquiring an additional 101 shares during the period. Board of the Pension Protection Fund acquired a new position in shares of Qualcomm in the 4th quarter valued at $34,000. Finally, Nvest Wealth Strategies Inc. purchased a new stake in shares of Qualcomm during the 4th quarter worth about $36,000. Institutional investors own 74.35% of the company's stock.

Insider Buying and Selling at Qualcomm

In other news, 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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 company's stock in a transaction on Monday, May 4th. The shares were sold at an average price of $177.82, for a total transaction of $569,024.00. Following the completion of the transaction, the executive vice president owned 39,735 shares of the company's stock, valued at $7,065,677.70. This trade represents a 7.45% decrease in their ownership of the stock. 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 over the last three months. 0.05% of the stock is currently owned by insiders.

More Qualcomm News

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Qualcomm CEO Cristiano Amon highlighted long-term AI demand growth at COMPUTEX 2026, reinforcing the company’s opportunity in AI-enabled devices. Qualcomm CEO Cristiano Amon sees 40x AI token surge by 2030: COMPUTEX 2026 takeaway
• Positive Sentiment: Qualcomm’s new Snapdragon C Platform for entry-level laptops could support growth if OEM backing from Acer, HP, and Lenovo translates into volume. Can Qualcomm's Entry-Level Snapdragon PC Chip Drive Growth?
• Neutral Sentiment: Some commentary framed Qualcomm’s sharp selloff as potentially creating either a long-term buying opportunity or a value trap, reflecting uncertainty rather than a clear catalyst. Qualcomm Stock’s 60% Moment: Is This a Generational Entry Point or a Value Trap?
• Negative Sentiment: Nvidia’s RTX Spark launch and laptop-chip push raised fears of stiffer competition in AI PCs, which is pressuring Qualcomm shares. NVIDIA Rallies 5% on RTX Spark Launch as Qualcomm Falls 7% on AI PC Competition Fears
• Negative Sentiment: Multiple reports said Qualcomm stock slid as Nvidia entered the Windows-on-Arm and AI PC market, increasing concerns about market-share pressure in a key growth area. Intel, AMD, Qualcomm shares slide as Nvidia crashes the PC chip market

Analyst Upgrades and Downgrades

QCOM has been the subject of a number of recent analyst reports. Rosenblatt Securities restated a "buy" rating and set a $190.00 price target on shares of Qualcomm in a report on Thursday, April 30th. Daiwa Securities Group upgraded shares of Qualcomm from a "neutral" rating to an "outperform" rating and set a $225.00 price target for the company in a report on Friday, May 8th. Morgan Stanley initiated coverage on shares of Qualcomm in a report on Friday, May 8th. They set an "overweight" rating for the company. Piper Sandler restated an "overweight" rating and set a $200.00 price target on shares of Qualcomm in a report on Thursday, February 5th. Finally, Tigress Financial raised their price target on shares of Qualcomm from $270.00 to $280.00 and gave the stock a "buy" rating in a report on Friday, May 8th. Fourteen equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and four have given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Hold" and a consensus target price of $181.79.

Qualcomm Price Performance

Shares of NASDAQ:QCOM opened at $228.99 on Tuesday. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.37 and a quick ratio of 1.61. The firm has a market capitalization of $241.36 billion, a P/E ratio of 24.89, a P/E/G ratio of 31.09 and a beta of 1.59. Qualcomm Incorporated has a 12 month low of $121.99 and a 12 month high of $259.92. The company's fifty day moving average price is $168.02 and its 200 day moving average price is $161.56.

Qualcomm (NASDAQ:QCOM - Get Free Report) last released 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 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 the consensus estimate of $10.59 billion. During the same quarter in the previous year, the firm earned $2.85 earnings per share. The firm's revenue was down 3.5% on a year-over-year basis. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. As a group, sell-side analysts predict that Qualcomm Incorporated will post 7.99 earnings per share for the current fiscal year.

Qualcomm declared that its Board of Directors has approved a stock repurchase program on Tuesday, March 17th that permits the company to repurchase $20.00 billion in shares. This repurchase authorization permits the wireless technology company to purchase up to 14.5% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company's board of directors believes its stock is undervalued.

Qualcomm Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Stockholders of record on Thursday, June 4th will be given a $0.92 dividend. The ex-dividend date of this dividend is Thursday, June 4th. This is an increase from Qualcomm's previous quarterly dividend of $0.89. This represents a $3.68 annualized dividend and a dividend yield of 1.6%. Qualcomm's dividend payout ratio (DPR) is currently 38.70%.

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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