Qualcomm Incorporated $QCOM Shares Purchased by Oak Family Advisors LLC

Key Points

• Oak Family Advisors boosted its stake in Qualcomm by 13.6% in Q4, buying 9,702 shares to hold 81,038 shares valued at about $13.86 million, representing roughly 3.7% of the firm's portfolio and its 5th largest holding.
• Quarterly results: Qualcomm beat estimates with $2.65 EPS (vs. $2.56 expected) and $10.60 billion revenue, set Q3 2026 guidance of $2.10–$2.30 EPS, while revenue was down 3.5% year‑over‑year.
• Capital returns: The board authorized a $20.0 billion buyback (up to ~14.5% of shares) and increased the quarterly dividend to $0.92 ($3.68 annualized), signaling stronger shareholder returns.

Oak Family Advisors LLC boosted its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 13.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 81,038 shares of the wireless technology company's stock after purchasing an additional 9,702 shares during the quarter. Qualcomm accounts for about 3.7% of Oak Family Advisors LLC's investment portfolio, making the stock its 5th biggest holding. Oak Family Advisors LLC's holdings in Qualcomm were worth $13,862,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in shares of Qualcomm by 116.6% in the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company's stock valued at $2,666,000 after buying an additional 9,343 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Qualcomm by 15.4% in the fourth 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 period. Sivia Capital Partners LLC boosted its holdings in shares of Qualcomm by 44.3% in the second 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 period. Main Street Financial Solutions LLC boosted its holdings in shares of Qualcomm by 6.1% in the second 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 period. Finally, Transamerica Financial Advisors LLC boosted its holdings in shares of Qualcomm by 9.7% in the second 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 period. Institutional investors and hedge funds own 74.35% of the company's stock.

Qualcomm Stock Performance

Shares of QCOM stock opened at $202.75 on Friday. The company's fifty day simple moving average is $138.77 and its 200-day simple moving average is $155.88. The company has a quick ratio of 1.61, a current ratio of 2.37 and a debt-to-equity ratio of 0.54. The firm has a market cap of $213.70 billion, a PE ratio of 22.04, a P/E/G ratio of 23.76 and a beta of 1.49. Qualcomm Incorporated has a 12 month low of $121.99 and a 12 month high of $223.66.

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. The business had revenue of $10.60 billion for the quarter, compared to analyst estimates of $10.59 billion. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. The firm's revenue for the quarter was down 3.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.85 earnings per share. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. Equities research analysts expect that Qualcomm Incorporated will post 8.02 EPS for the current fiscal year.

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

Qualcomm Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Shareholders of record on Thursday, June 4th will be given a dividend of $0.92 per share. This represents a $3.68 annualized dividend and a yield of 1.8%. This is an increase 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 currently 38.70%.

Key Stories Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: QCOM’s recent quarterly beat, record automotive revenue and expanding AI focus (including custom silicon for hyperscalers) have re‑rated the stock and underlie investor optimism. Read More.
• Positive Sentiment: Management authorized a fresh $20 billion buyback and the company confirmed partnerships (eg. Snap AR) that support a pivot beyond smartphones — directly cited as a driver of intraday gains. Read More.
• Positive Sentiment: Broader market AI flows and an “AI momentum” trade lifted QCOM shares as investors price in Qualcomm’s role supplying lower‑cost AI silicon and modem/AI combos. Read More.
• Neutral Sentiment: Product expansion: new midrange chips adding Wi‑Fi 7 and gaming improvements broaden TAM at lower price points — supportive for long‑term growth but less immediately market‑moving than the buyback/AI news. Read More.
• Negative Sentiment: Supply headwinds: memory‑related constraints were noted in a Q1 review and remain a potential drag on handset/component revenue near term. Read More.
• Negative Sentiment: Technical/valuation caution: the stock’s rapid rally has hit record‑high resistance, which could prompt profit‑taking or consolidation after the sharp run. Read More.
• Negative Sentiment: Competitive risk: commentary that Apple dominated 2026 procurement highlights ongoing concentration/competitive dynamics in the chip market that could limit upside in certain product cycles. Read More.

Insider Activity

In other Qualcomm news, CEO Cristiano R. Amon sold 10,000 shares of the company's stock in a transaction on Monday, May 4th. The shares were sold at an average price of $180.00, for a total transaction of $1,800,000.00. Following the sale, the chief executive officer directly owned 197,568 shares of the company's stock, valued at approximately $35,562,240. This represents a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Akash J. Palkhiwala sold 2,500 shares of the company's 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 sale, the executive vice president directly owned 30,684 shares in the company, valued at $3,999,352.56. This trade represents a 7.53% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 19,177 shares of company stock valued at $3,176,966. 0.05% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research firms have recently weighed in on QCOM. Sanford C. Bernstein reiterated a "market perform" rating and issued a $140.00 price target (down from $175.00) on shares of Qualcomm in a report on Thursday, March 26th. Deutsche Bank Aktiengesellschaft reiterated a "hold" rating and issued a $160.00 price target on shares of Qualcomm in a report on Thursday, April 30th. Citigroup upped their price target on shares of Qualcomm from $140.00 to $160.00 and gave the company a "neutral" rating in a report on Thursday, April 30th. Loop Capital upgraded shares of Qualcomm from a "hold" rating to a "buy" rating and set a $185.00 price target for the company in a report on Tuesday, February 24th. Finally, Mizuho reduced their price target on shares of Qualcomm from $160.00 to $140.00 and set a "neutral" rating for the company in a report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $172.40.

Qualcomm Company 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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