Qualcomm Incorporated $QCOM Position Boosted by CSM Advisors LLC

Key Points

• CSM Advisors boosted its Qualcomm stake by 45.4% to 200,049 shares, valued at about $33.28 million, making QCOM its 26th-largest holding (0.9% of the portfolio).
• Insiders sold 45,501 shares worth roughly $7.78 million in the past three months — including recent sales by EVPs Heather Ace and Akash Palkhiwala — leaving insiders with just 0.05% ownership.
• Qualcomm beat Q1 estimates with $3.50 EPS, set Q2 FY2026 guidance of $2.45–$2.65 EPS, and announced a quarterly dividend of $0.89 (annualized $3.56, ~2.7% yield).

CSM Advisors LLC boosted its holdings in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 45.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 200,049 shares of the wireless technology company's stock after acquiring an additional 62,470 shares during the quarter. Qualcomm accounts for 0.9% of CSM Advisors LLC's portfolio, making the stock its 26th largest position. CSM Advisors LLC's holdings in Qualcomm were worth $33,282,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Westerkirk Capital Inc. bought a new position in Qualcomm in the 2nd quarter valued at about $4,539,000. MASTERINVEST Kapitalanlage GmbH bought a new stake in shares of Qualcomm during the 2nd quarter worth about $3,896,000. Inscription Capital LLC raised its position in shares of Qualcomm by 58.1% during the 3rd quarter. Inscription Capital LLC now owns 13,055 shares of the wireless technology company's stock worth $2,172,000 after buying an additional 4,799 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its stake in shares of Qualcomm by 1.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,004,339 shares of the wireless technology company's stock worth $167,082,000 after acquiring an additional 16,738 shares during the period. Finally, Simplify Asset Management Inc. acquired a new stake in shares of Qualcomm in the 3rd quarter worth approximately $725,000. Institutional investors own 74.35% of the company's stock.

Insider Buying and Selling

In related news, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction on Monday, February 9th. The stock was 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 owned 16,393 shares in the company, valued at $2,245,841. This trade represents a 16.33% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Akash J. Palkhiwala sold 3,333 shares of Qualcomm stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $137.65, for a total value of $458,787.45. Following the completion of the transaction, the executive vice president directly owned 35,599 shares in the company, valued at $4,900,202.35. This represents a 8.56% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 45,501 shares of company stock valued at $7,784,198. 0.05% of the stock is currently owned by company insiders.

Qualcomm Stock Down 1.0%

QCOM stock opened at $129.82 on Friday. The firm has a market cap of $138.52 billion, a PE ratio of 26.82, a P/E/G ratio of 6.48 and a beta of 1.25. Qualcomm Incorporated has a 12 month low of $120.80 and a 12 month high of $205.95. The company has a debt-to-equity ratio of 0.64, a current ratio of 2.51 and a quick ratio of 1.83. The firm has a 50 day simple moving average of $149.54 and a 200 day simple moving average of $162.36.

Qualcomm (NASDAQ:QCOM - Get Free Report) last posted its quarterly earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.38 by $0.12. Qualcomm had a net margin of 11.96% and a return on equity of 44.09%. The firm had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.16 billion. During the same quarter in the previous year, the business posted $3.41 earnings per share. The firm's quarterly revenue was up 4.7% compared to the same quarter last year. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. Equities research analysts forecast that Qualcomm Incorporated will post 9.39 earnings per share for the current fiscal year.

Qualcomm Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th will be given a dividend of $0.89 per share. The ex-dividend date of this dividend is Thursday, March 5th. This represents a $3.56 dividend on an annualized basis and a dividend yield of 2.7%. Qualcomm's payout ratio is 73.55%.

Wall Street Analyst Weigh In

A number of research firms recently commented on QCOM. Rosenblatt Securities lowered their price objective on shares of Qualcomm from $225.00 to $190.00 and set a "buy" rating on the stock in a research note on Thursday, February 5th. Sanford C. Bernstein restated an "outperform" rating and issued a $200.00 target price on shares of Qualcomm in a research report on Monday, February 2nd. Royal Bank Of Canada decreased their price target on Qualcomm from $180.00 to $150.00 and set a "sector perform" rating for the company in a research note on Thursday, February 5th. UBS Group reiterated a "neutral" rating on shares of Qualcomm in a research report on Monday, February 2nd. Finally, Citigroup reissued a "neutral" rating on shares of Qualcomm in a research note on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, Qualcomm has an average rating of "Hold" and an average price target of $168.00.

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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