Private Wealth Partners LLC increased its position in QUALCOMM by 3.5% during the third quarter, purchasing an additional 4,247 shares to bring its total stake to 125,447 shares. At the time of filing with the SEC, this holding was valued at approximately $20.87 million and represented 1.5% of the firm’s portfolio, making QUALCOMM its 19th largest position. Overall, institutional investors account for 74.35% of QUALCOMM’s outstanding shares, underscoring continued confidence among large asset managers.

In its November quarterly report, QUALCOMM delivered earnings per share of $3.00, exceeding consensus estimates by $0.13, and generated revenue of $11.27 billion, a 10.0% year-over-year increase that topped forecasts by $530 million. Return on equity reached 43.22%, while net margin stood at 12.51%. Management set first-quarter 2026 EPS guidance in a range of $3.30 to $3.50, and analysts projecting full-year EPS of 9.39, reflecting robust demand for the company’s Snapdragon platforms and patent licensing business.

QUALCOMM declared a quarterly dividend of $0.89 per share, payable March 26 to shareholders of record as of March 5, representing an annualized payout of $3.56 and a yield of 2.3% based on recent share counts. Insider transactions over the past quarter included sales totaling 44,820 shares valued at $7.88 million, led by the EVP of finance and the CAO, leaving corporate insiders with 0.05% ownership. The company’s payout ratio stands at 72.8%, reflecting a commitment to returning capital while funding R&D.