QUALCOMM (QCOM) Confirms US$0.89 Dividend for September 2025 Payout

QUALCOMM (QCOM) recently affirmed its commitment to shareholders with a declared quarterly dividend of $0.89 per share. Over the last quarter, the company's stock saw an increase of 12%, coinciding with its consistent dividend policy and robust earnings report, which highlighted a rise in revenue and net income. The market experienced mixed movements, with the S&P 500 retreating slightly from record highs despite strong corporate earnings. However, QUALCOMM's share repurchase program and its inclusion in several indices might have bolstered investor sentiment, aligning with broader market trends and supporting its share price appreciation.

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QUALCOMM's recent decision to maintain its quarterly dividend, alongside a stock price increase of approximately 12%, highlights its ongoing commitment to shareholder returns. Over the past five years, QUALCOMM's total shareholder return, including share price growth and dividends, was 89.33%. This demonstrates a significant positive performance in the context of the broader market, despite it recently underperforming the US Semiconductor industry over the past year with a 28.8% return by the industry.

The affirmation of the company's dividend policy, coupled with its share repurchase program, could potentially foster positive sentiment towards its revenue and earnings forecasts. QUALCOMM is expected to advance its non-handset revenues, supported by its strategic expansions into automotive and IoT sectors. Analysts expect a revenue growth of 2.4% annually over the next three years, with earnings projected to reach US$11.6 billion by 2028, a modest increase from the current US$11.0 billion. Despite this outlook, the presence of competitive pressures and global trade uncertainties may challenge these projections.

QUALCOMM's current share price of US$152.61 is slightly below the consensus analyst price target of US$174.88, indicating a potential upside of 14.60%. However, analyst opinions vary widely, reflecting differing views on QUALCOMM's performance trajectory within the competitive semiconductor landscape. The company's underperformance against the market's broader one-year return underlines potential caution in investor sentiment, although its long-term developments and strategic acquisitions may mitigate these short-term challenges. As QUALCOMM continues to leverage its robust product portfolio and strategic initiatives, its path to value realization remains a key focus for stakeholders.

Get an in-depth perspective on QUALCOMM's performance by reading our balance sheet health report here.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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