Temasek Holdings Private Ltd Takes Position in Qualcomm Incorporated $QCOM

Key Points

• Temasek Holdings opened a new position in Qualcomm by purchasing 125,219 shares in Q3, valued at about $20.83 million.
• Qualcomm beat expectations with quarterly EPS of $3.50 (consensus $3.38) and $12.25 billion in revenue (up 4.7% YoY), and set Q2 2026 guidance of $2.45–$2.65 EPS.
• Insiders have been net sellers, offloading 45,501 shares (~$7.78 million) in the past three months, leaving company insiders with just 0.05% ownership.

Temasek Holdings Private Ltd bought a new position in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 125,219 shares of the wireless technology company's stock, valued at approximately $20,831,000.

A number of other institutional investors and hedge funds have also modified their holdings of QCOM. Harbor Capital Advisors Inc. lifted its stake in Qualcomm by 72.2% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company's stock worth $26,000 after acquiring an additional 65 shares in the last quarter. Cloud Capital Management LLC purchased a new position in Qualcomm during the 3rd quarter valued at about $27,000. Winnow Wealth LLC purchased a new position in Qualcomm during the 2nd quarter valued at about $32,000. Lavaca Capital LLC acquired a new position in shares of Qualcomm in the 2nd quarter valued at about $32,000. Finally, Howard Hughes Medical Institute acquired a new position in shares of Qualcomm in the 2nd quarter valued at about $38,000. Hedge funds and other institutional investors own 74.35% of the company's stock.

Insider Buying and Selling at Qualcomm

In other Qualcomm news, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction on Monday, February 9th. The shares were sold at an average price of $137.00, for a total transaction of $438,400.00. Following the transaction, the executive vice president directly owned 16,393 shares of the company's stock, valued at $2,245,841. This represents a 16.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Ann C. Chaplin sold 7,180 shares of the firm's stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $178.03, for a total value of $1,278,255.40. Following the transaction, the executive vice president owned 23,944 shares in the company, valued at approximately $4,262,750.32. This trade represents a 23.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 45,501 shares of company stock valued at $7,784,198. Company insiders own 0.05% of the company's stock.

Qualcomm Price Performance

Shares of QCOM opened at $129.82 on Friday. The company has a debt-to-equity ratio of 0.64, a quick ratio of 1.83 and a current ratio of 2.51. The firm has a market cap of $138.52 billion, a PE ratio of 26.82, a PEG ratio of 6.55 and a beta of 1.25. The firm's 50 day moving average price is $149.54 and its 200 day moving average price is $162.34. Qualcomm Incorporated has a twelve month low of $120.80 and a twelve month high of $205.95.

Qualcomm (NASDAQ:QCOM - Get Free Report) last posted its earnings results on Wednesday, February 4th. The wireless technology company reported $3.50 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 company had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.16 billion. During the same period in the previous year, the firm posted $3.41 earnings per share. The company's revenue for the quarter was up 4.7% compared to the same quarter last year. Qualcomm has set its Q2 2026 guidance at 2.450-2.650 EPS. As a group, research analysts expect that Qualcomm Incorporated will post 9.39 EPS for the current fiscal year.

Qualcomm Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Thursday, March 5th will be issued a $0.89 dividend. The ex-dividend date is Thursday, March 5th. This represents a $3.56 dividend on an annualized basis and a yield of 2.7%. Qualcomm's dividend payout ratio is currently 73.55%.

Analyst Ratings Changes

QCOM has been the subject of several research reports. Zacks Research cut shares of Qualcomm from a "hold" rating to a "strong sell" rating in a report on Tuesday, January 27th. TD Cowen dropped their price objective on shares of Qualcomm from $190.00 to $150.00 and set a "buy" rating on the stock in a research note on Thursday, February 5th. Royal Bank Of Canada cut their target price on shares of Qualcomm from $180.00 to $150.00 and set a "sector perform" rating for the company in a research report on Thursday, February 5th. Robert W. Baird set a $177.00 target price on shares of Qualcomm in a research note on Thursday, February 5th. Finally, UBS Group restated a "neutral" rating on shares of Qualcomm in a report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $168.00.

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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