Insider Trading April 2, 2026

Qualcomm Accounting Chief Sells Small Stake as Company Announces Buyback and Dividend Hike

Patricia Y. Grech executed a planned sale of 85 shares while QCOM navigates dividend increases, a $20B repurchase plan and mixed analyst views

By Caleb Monroe QCOM
Qualcomm Accounting Chief Sells Small Stake as Company Announces Buyback and Dividend Hike
QCOM

Qualcomm SVP and Chief Accounting Officer Patricia Y. Grech sold 85 shares on April 2, 2026, under a pre-arranged Rule 10b5-1 plan. The trade, worth $10,667 at $125.50 per share, comes as Qualcomm shares trade near a 52-week low and following company moves to raise its dividend and authorize a large buyback program. Analysts have issued mixed ratings amid concerns over handset volumes.

Key Points

  • Qualcomm SVP and Chief Accounting Officer Patricia Y. Grech sold 85 shares on April 2, 2026, at $125.50 per share for $10,667 under a Rule 10b5-1 plan.
  • Qualcomm announced a $20 billion share buyback and raised its quarterly dividend from $0.89 to $0.92, effective for payments after March 26, 2026, bringing the annualized dividend to $3.68 per share.
  • Analysts have varied views: Bernstein and Seaport Global downgraded the stock amid handset volume concerns, while Goldman Sachs started coverage with a Neutral rating and a $135 price target.

Patricia Y. Grech, Senior Vice President and Chief Accounting Officer at Qualcomm (NASDAQ: QCOM), sold 85 shares of the company's common stock on April 2, 2026. The transaction was executed at $125.50 per share for a total consideration of $10,667, according to the filing.

The sale was carried out under a pre-arranged Rule 10b5-1 trading plan that Grech adopted on December 11, 2025. The filing also notes that 85 of her remaining shares were acquired through the company's Employee Stock Purchase Plan on April 1, 2026.

After the disposition, Grech retains an indirect interest in 192 shares held in a family trust. The filing indicates that she and her spouse serve as trustees of the trust and that her immediate family members are beneficiaries.


Market and corporate context

The transaction takes place as Qualcomm's market capitalization sits near $135 billion and the stock trades close to its 52-week low of $120.8; shares were reported at $126.8 at the time of the filing. In parallel with the insider sale, Qualcomm announced strategic capital-return moves: a new $20 billion share repurchase authorization and an increase in the quarterly cash dividend from $0.89 to $0.92 per share.

Qualcomm said the boosted dividend will apply to payments made after March 26, 2026, resulting in an annualized cash payout of $3.68 per share. The board approved the fresh repurchase authorization to supplement an existing buyback program that had roughly $2.1 billion remaining.


Analyst activity and valuation notes

Market research referenced in the filing indicates differing analyst perspectives. Bernstein downgraded Qualcomm from Outperform to Market Perform, citing possible declines in smartphone shipments driven by memory headwinds. Seaport Global Securities lowered its stance from Neutral to Sell, flagging a projected 10%-15% decline in mobile phone volumes this year. Separately, Goldman Sachs initiated coverage with a Neutral rating and a price target of $135.

Investment research cited in the filing also suggests Qualcomm appears undervalued at current levels and that the name offers a 2.81% dividend yield. The filing points investors to Pro Research Reports for more in-depth coverage of QCOM and over 1,400 other U.S. equities.


What the filing shows

  • Insider: Patricia Y. Grech, SVP and Chief Accounting Officer.
  • Shares sold: 85 on April 2, 2026, at $125.50, total $10,667.
  • Indirect holdings after sale: 192 shares in a family trust where she and her spouse are trustees and immediate family are beneficiaries.
  • Sale executed under a Rule 10b5-1 plan adopted December 11, 2025; 85 remaining shares were purchased through the Employee Stock Purchase Plan on April 1, 2026.

This disclosure is limited to the information provided in the filing and the company announcements referenced therein.

Risks

  • Potential declines in smartphone shipments cited by Bernstein could affect Qualcomm's end markets and are a source of near-term revenue uncertainty - this impacts the mobile devices sector.
  • Seaport Global's concern about a projected 10%-15% drop in mobile phone volumes this year poses downside risk to semiconductor demand tied to handsets - this impacts semiconductors and consumer electronics sectors.
  • Near-term market sentiment may be pressured while the stock trades close to its 52-week low, creating valuation and timing risk for investors - this impacts equity markets and income-focused investors given the recent dividend changes.

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