Qualcomm Incorporated $QCOM Stock Holdings Increased by JB Capital LLC

05 Apr 2026, 06:06 by Doug Wharley · The Cerbat Gem

JB Capital LLC raised its position in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 6.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 74,416 shares of the wireless technology company’s stock after buying an additional 4,578 shares during the quarter. JB Capital LLC’s holdings in Qualcomm were worth $12,729,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the company. LifePlan Financial LLC grew its position in shares of Qualcomm by 44.2% in the 4th quarter. LifePlan Financial LLC now owns 3,477 shares of the wireless technology company’s stock worth $595,000 after acquiring an additional 1,065 shares in the last quarter. Savvy Advisors Inc. raised its position in shares of Qualcomm by 43.3% during the 4th quarter. Savvy Advisors Inc. now owns 19,102 shares of the wireless technology company’s stock valued at $3,267,000 after acquiring an additional 5,776 shares in the last quarter. Arta Finance Wealth Management LLC acquired a new stake in shares of Qualcomm during the 4th quarter valued at approximately $245,000. Stratos Wealth Advisors LLC lifted its stake in Qualcomm by 6.6% during the fourth quarter. Stratos Wealth Advisors LLC now owns 23,325 shares of the wireless technology company’s stock worth $3,990,000 after purchasing an additional 1,435 shares during the last quarter. Finally, Perpetual Ltd lifted its stake in Qualcomm by 3.3% during the fourth quarter. Perpetual Ltd now owns 231,500 shares of the wireless technology company’s stock worth $39,598,000 after purchasing an additional 7,379 shares during the last quarter. Institutional investors own 74.35% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of Qualcomm in a research note on Friday, March 27th. Seaport Research Partners restated a “sell” rating and issued a $100.00 price target on shares of Qualcomm in a research report on Monday, March 16th. The Goldman Sachs Group started coverage on shares of Qualcomm in a report on Monday, March 30th. They issued a “neutral” rating and a $135.00 price target for the company. Loop Capital upgraded shares of Qualcomm from a “hold” rating to a “buy” rating and set a $185.00 price objective on the stock in a research note on Tuesday, February 24th. Finally, Bank of America assumed coverage on shares of Qualcomm in a report on Tuesday, March 10th. They issued an “underperform” rating and a $145.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, Qualcomm currently has a consensus rating of “Hold” and a consensus price target of $163.77.

View Our Latest Stock Analysis on QCOM

Insiders Place Their Bets

In related news, EVP Akash J. Palkhiwala sold 3,333 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $137.65, for a total value of $458,787.45. Following the completion of the sale, the executive vice president owned 35,599 shares of the company’s stock, valued at $4,900,202.35. This represents a 8.56% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Heather S. Ace sold 3,200 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $137.00, for a total transaction of $438,400.00. Following the completion of the transaction, the executive vice president owned 16,393 shares of the company’s stock, valued at $2,245,841. This represents a 16.33% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 6,618 shares of company stock worth $907,855 over the last three months. Corporate insiders own 0.05% of the company’s stock.

Qualcomm Stock Performance

QCOM opened at $126.80 on Friday. The company has a current ratio of 2.51, a quick ratio of 1.83 and a debt-to-equity ratio of 0.64. The business’s 50 day moving average is $138.19 and its 200-day moving average is $159.08. The stock has a market cap of $135.30 billion, a PE ratio of 26.20 and a beta of 1.28. 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 issued its quarterly earnings data on Wednesday, February 4th. The wireless technology company reported $3.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.38 by $0.12. Qualcomm had a return on equity of 44.09% and a net margin of 11.96%.The business had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.16 billion. During the same period in the prior year, the company posted $3.41 EPS. The business’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. On average, analysts predict that Qualcomm Incorporated will post 9.39 earnings per share for the current year.

Qualcomm Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Thursday, March 5th were paid a $0.89 dividend. The ex-dividend date of this dividend was Thursday, March 5th. This represents a $3.56 annualized dividend and a dividend yield of 2.8%. Qualcomm’s dividend payout ratio is presently 73.55%.

Qualcomm announced that its Board of Directors has authorized a share repurchase program on Tuesday, March 17th that authorizes the company to repurchase $20.00 billion in shares. This repurchase authorization authorizes the wireless technology company to repurchase up to 14.5% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s management believes its stock is undervalued.

Qualcomm Profile

(Free Report)

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.