Key Highlights
- On March 12, 2026, Qualcomm’s CFO/COO Akash Palkhiwala executed a sale of $330,815 in company stock, with transaction prices spanning $131.03 to $134.70
- Year-to-date performance shows QCOM declining 23.6%, currently valued at $129.82, approaching its annual bottom of $120.80
- Company insiders collectively divested 45,501 shares valued at $7.78 million during the previous 90-day period
- Capitolis Liquid Global Markets reduced its stake by 54.4%, disposing of 322,000 shares during Q3
- Wall Street analysts maintain a “Hold” stance with a collective price objective of $168.00, while Bank of America assigns an “Underperform” designation at $145
Qualcomm’s Chief Financial Officer and Chief Operating Officer Akash Palkhiwala divested $330,815 in company equity on March 12, 2026. The stock disposal occurred through a predetermined Rule 10b5-1 trading arrangement established on December 8, 2025.
Palkhiwala’s transaction encompassed 2,530 shares executed at values between $131.03 and $134.70. After completing these sales, the executive maintains direct ownership of 33,099 company shares.
Current market pricing places the stock at $129.82, indicating Palkhiwala secured prices above today’s valuation. The semiconductor company’s shares have retreated 23.6% since January and hover near the annual floor of $120.80.
This executive transaction aligns with widespread insider divestment activity. Throughout the preceding 90 days, company insiders have liquidated 45,501 QCOM shares totaling roughly $7.78 million.
Executive Vice President Ann Chaplin disposed of 7,180 shares during December at an average value of $178.03, trimming her holdings by 23%. EVP Heather Ace exited 3,200 shares in February at $137.00 per share, representing a 16% position reduction.
Company insiders currently control a mere 0.05% of total shares. Institutional ownership accounts for 74.35%.
Institutional Activity
Among institutional stakeholders, Capitolis Liquid Global Markets LLC decreased its QCOM allocation by 54.4% during Q3, selling 322,000 shares. The firm’s remaining stake of 270,400 shares carried an approximate value of $44.98 million according to regulatory filings.
Several smaller funds executed modest position increases. Waypoint Wealth Counsel, Greykasell Wealth Strategies, Baron Wealth Management, Certified Advisory Corp, and Elser Financial Planning each expanded holdings by 61 to 63 shares throughout the identical quarter.
Qualcomm’s 50-day moving average rests at $149.54 while the 200-day moving average stands at $162.36. Current trading occurs substantially beneath both technical benchmarks.
The semiconductor manufacturer maintains a market capitalization of $138.52 billion, displays a P/E ratio of 26.82, and carries a beta of 1.25. The company’s debt-to-equity ratio measures 0.64.
Analyst Ratings
Wall Street perspectives remain divided. Bank of America launched coverage on March 10 with an “Underperform” designation and $145 price objective, pointing to decelerated earnings expansion compared to industry peers and expected loss of Apple-related revenue.
Royal Bank of Canada lowered its target from $180 down to $150 while maintaining a “Sector Perform” stance. Evercore reduced its objective from $157 to $134. Piper Sandler maintained its “Overweight” recommendation with a $200 target. Wells Fargo elevated QCOM to “Equal Weight” from “Underweight,” lifting its target to $150.
Across 24 analyst firms, the consensus recommendation reads “Hold,” with a mean price objective of $168.00.
Qualcomm released Q1 2026 financial results on February 4, delivering EPS of $3.50 against the $3.38 analyst projection. Revenue reached $12.25 billion, surpassing the $12.16 billion consensus forecast and representing a 4.7% year-over-year increase.
Management issued Q2 2026 EPS guidance ranging from $2.45 to $2.65. The analyst community anticipates full-year EPS of $9.39.
Qualcomm announced a quarterly dividend distribution of $0.89 per share, scheduled for March 26, 2026 payment. The annualized dividend yield measures 2.7%, with a payout ratio of 73.55%.
