Key Highlights
- Bessemer Group Inc. increased its stake in QUALCOMM by 28.5%, now holding approximately $150.97 million worth of the company’s stock.
- Qualcomm’s recent quarterly earnings reported $2.77 EPS, exceeding analysts’ expectations and reflecting a 10.4% revenue increase compared to the previous year.
- The company announced a quarterly dividend of $0.89 with a payout ratio of 34.33%, scheduled for December 18th.
- Several institutional investors have increased their positions in QUALCOMM, including Schmidt P J Investment Management Inc., Winmill & CO. Inc., and First Command Advisory Services Inc.
Qualcomm’s Recent Financial Performance
Qualcomm Incorporated, a leading wireless technology company, recently reported its financial results for the second quarter of 2025. The report highlighted several key achievements, including an earnings per share (EPS) of $2.77, which surpassed market expectations by $0.06. Additionally, Qualcomm’s revenue grew by 10.4% compared to the same period in the previous year, reaching a total of $10.37 billion.
Stock Holdings and Institutional Investors
Bessemer Group Inc., one of the largest institutional investors, increased its stake in Qualcomm by 28.5%, now owning approximately $150.97 million worth of the company’s stock. This move reflects the confidence Bessemer has in Qualcomm’s future prospects. Other notable institutional investors that have bolstered their positions include Schmidt P J Investment Management Inc., Winmill & CO. Inc., and First Command Advisory Services Inc.
Dividend Announcement
In a recent dividend announcement, Qualcomm declared a quarterly dividend of $0.89 per share, scheduled for payment on December 18th to shareholders of record as of December 4th. The company’s payout ratio stands at 34.33%, indicating that the dividend is well within its earnings capacity. This decision aligns with Qualcomm’s strategy to distribute a significant portion of its profits back to investors.
Analyst Ratings and Future Guidance
Several analysts have recently issued reports on Qualcomm, with varying ratings but generally positive outlooks. Sanford C. Bernstein set an “outperform” rating and a $185.00 price target for the stock.
Additionally, Weiss Ratings upgraded their rating to “buy,” while UBS Group maintained its “neutral” stance with a higher price target of $165.00. Qualcomm has also set its fourth-quarter 2025 earnings guidance at an EPS range of 2.750-2.950.
Despite the positive indicators, it’s important to note that institutional insiders have sold shares in recent quarters. CAO Neil Martin and CEO Cristiano R.
Amon both reduced their holdings, signaling potential internal concerns or strategic decisions. However, these sales are not uncommon among large-cap technology companies where insider trading is a regular occurrence.
Overall, Qualcomm’s strong financial performance and growing institutional support position it well for continued success in the future. As investors consider the stock, they should carefully evaluate the current market conditions, competitive landscape, and Qualcomm’s strategic initiatives to make informed decisions.
