S Bank Fund Management Ltd Decreases Holdings in Qualcomm Incorporated $QCOM

Key Points

• S Bank Fund Management Ltd cut its stake in Qualcomm by 29.3% in Q4, selling 6,000 shares and now holding 14,468 shares valued at about $2.48 million.
• Company insiders — CEO Cristiano Amon and EVP Heather Ace — sold shares under pre‑arranged Rule 10b5‑1 plans (CEO 10,000 at $180; EVP 3,200 at ~$177.82), part of 22,510 shares (~$3.64M) sold in the last three months.
• Qualcomm announced a $20 billion share buyback, raised its quarterly dividend to $0.92, and reported Q1 EPS of $2.65 (beat) with Q3 guidance of $2.10–$2.30.

S Bank Fund Management Ltd reduced its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 29.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 14,468 shares of the wireless technology company's stock after selling 6,000 shares during the quarter. S Bank Fund Management Ltd's holdings in Qualcomm were worth $2,475,000 as of its most recent filing with the SEC.

A number of other hedge funds have also made changes to their positions in the business. Cloud Capital Management LLC purchased a new stake in Qualcomm during the third quarter worth approximately $27,000. Richardson Financial Services Inc. increased its stake in Qualcomm by 90.9% in the fourth quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company's stock valued at $29,000 after purchasing an additional 80 shares during the last quarter. Torren Management LLC acquired a new stake in Qualcomm during the fourth quarter worth approximately $29,000. Glass Jacobson Investment Advisors llc raised its holdings in Qualcomm by 113.5% during 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 in the last quarter. Finally, Board of the Pension Protection Fund purchased a new stake in shares of Qualcomm during the 4th quarter worth approximately $34,000. Hedge funds and other institutional investors own 74.35% of the company's stock.

Insider Activity

In other Qualcomm news, EVP Heather S. Ace sold 3,200 shares of the business's stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $177.82, for a total transaction of $569,024.00. Following the transaction, the executive vice president owned 39,735 shares in the company, valued at approximately $7,065,677.70. The trade was a 7.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Cristiano R. Amon sold 10,000 shares of the stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $180.00, for a total value of $1,800,000.00. Following the transaction, the chief executive officer directly owned 207,568 shares of the company's stock, valued at approximately $37,362,240. This trade represents a 4.60% 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. Insiders have sold 22,510 shares of company stock worth $3,635,753 in the last three months. 0.05% of the stock is currently owned by company insiders.

Qualcomm Stock Performance

Shares of Qualcomm stock opened at $186.67 on Wednesday. The firm's fifty day simple moving average is $136.57 and its 200-day simple moving average is $155.41. Qualcomm Incorporated has a 12 month low of $121.99 and a 12 month high of $205.95. The stock has a market capitalization of $196.75 billion, a price-to-earnings ratio of 20.29, a PEG ratio of 20.78 and a beta of 1.49. The company has a debt-to-equity ratio of 0.54, a current ratio of 2.37 and a quick ratio of 1.61.

Qualcomm (NASDAQ:QCOM - Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The wireless technology company reported $2.65 earnings per share for the quarter, topping analysts' consensus estimates of $2.56 by $0.09. The firm had revenue of $10.60 billion during the quarter, compared to analysts' expectations of $10.59 billion. Qualcomm had a net margin of 22.31% and a return on equity of 42.11%. Qualcomm's quarterly revenue was down 3.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.85 EPS. Qualcomm has set its Q3 2026 guidance at 2.100-2.300 EPS. As a group, equities analysts forecast that Qualcomm Incorporated will post 8.02 earnings per share for the current year.

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

Qualcomm Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Thursday, June 4th will be issued a dividend of $0.92 per share. This is an increase from Qualcomm's previous quarterly dividend of $0.89. This represents a $3.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Thursday, June 4th. Qualcomm's dividend payout ratio is currently 38.70%.

Key Stories Impacting Qualcomm

Here are the key news stories impacting Qualcomm this week:

• Positive Sentiment: Major hyperscaler win and initial shipments of custom data‑center AI silicon, showing Qualcomm is entering AI infrastructure and diversifying revenue away from handsets. QUALCOMM Is Up After Hyperscaler AI Win
• Positive Sentiment: Board approved a $20 billion share‑repurchase program and the company raised its quarterly dividend, both of which boost shareholder returns and signal confidence from management/board. QUALCOMM Is Up After Hyperscaler AI Win
• Positive Sentiment: Record automotive revenue and accelerating shipments for vehicle platforms provide a second structural growth engine (automotive + AI silicon) that supports higher long‑term revenue visibility. Qualcomm’s AI Chips And Automotive Growth Reshape Its Investment Story
• Neutral Sentiment: Cantor Fitzgerald raised its price target to $150 but kept a Neutral rating — a modest analyst lift that tempers downside but isn't a full conviction upgrade. Cantor Fitzgerald Raises PT on QUALCOMM
• Neutral Sentiment: Industry context: competitor moves (Intel hiring a former Qualcomm exec) and the broader “chip divide” narrative—investors should weigh Qualcomm’s AI/design wins against rising competitive intensity from Intel and AMD. Intel appoints Qualcomm executive The Great Chip Divide
• Negative Sentiment: Insider sales: CEO Cristiano Amon and EVP Heather Ace sold shares under 10b5‑1 plans; such high‑profile sales can add short‑term selling pressure despite being pre‑arranged. Amon SEC filing Ace SEC filing
• Negative Sentiment: Bearish commentary and “sell into the hype” takes emphasize persistent handset weakness and near‑term cyclicality; the transition to AI/automotive revenue will take time and execution risk remains. Bear of the Day: Qualcomm Qualcomm: Sell Into The Hype

Analyst Ratings Changes

QCOM has been the subject of several research analyst reports. Wells Fargo & Company upped their target price on shares of Qualcomm from $150.00 to $160.00 and gave the company an "equal weight" rating in a report on Thursday, April 30th. Rosenblatt Securities reissued a "buy" rating and issued a $190.00 price target on shares of Qualcomm in a research report on Thursday, April 30th. JPMorgan Chase & Co. upped their price objective on shares of Qualcomm from $140.00 to $160.00 and gave the company a "neutral" rating in a research note on Thursday, April 30th. BNP Paribas Exane lowered Qualcomm to a "neutral" rating in a report on Wednesday, April 29th. Finally, Bank of America initiated coverage on Qualcomm in a research report on Tuesday, March 10th. They set an "underperform" rating and a $145.00 target price on the stock. One 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 issued a Sell rating to the company's stock. According to data from MarketBeat.com, Qualcomm currently has an average rating of "Hold" and a consensus target price of $172.40.

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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