Skyworks Solutions, Inc. $SWKS Stock Holdings Lowered by Vulcan Value Partners LLC

Vulcan Value Partners LLC cut its position in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 61.4% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 311,645 shares of the semiconductor manufacturer’s stock after selling 495,140 shares during the quarter. Vulcan Value Partners LLC owned about 0.21% of Skyworks Solutions worth $23,954,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of Skyworks Solutions in the second quarter valued at approximately $140,807,000. Vanguard Group Inc. grew its holdings in Skyworks Solutions by 4.9% in the 3rd quarter. Vanguard Group Inc. now owns 20,714,728 shares of the semiconductor manufacturer’s stock worth $1,594,620,000 after buying an additional 958,768 shares in the last quarter. Rafferty Asset Management LLC increased its position in Skyworks Solutions by 52.1% in the 2nd quarter. Rafferty Asset Management LLC now owns 2,024,243 shares of the semiconductor manufacturer’s stock valued at $150,847,000 after acquiring an additional 693,379 shares during the period. Worldquant Millennium Advisors LLC bought a new stake in Skyworks Solutions during the 2nd quarter valued at $48,434,000. Finally, Amundi raised its stake in Skyworks Solutions by 57.3% during the 2nd quarter. Amundi now owns 1,301,991 shares of the semiconductor manufacturer’s stock valued at $95,873,000 after acquiring an additional 474,131 shares in the last quarter. 85.43% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

SWKS has been the subject of several recent analyst reports. Benchmark reissued a “hold” rating on shares of Skyworks Solutions in a report on Wednesday, February 4th. Weiss Ratings lowered shares of Skyworks Solutions from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Friday, February 6th. BNP Paribas Exane lowered their target price on shares of Skyworks Solutions from $73.00 to $60.00 and set a “neutral” rating on the stock in a research note on Wednesday, January 21st. Loop Capital reduced their price target on shares of Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating for the company in a research note on Friday, January 2nd. Finally, Argus upgraded shares of Skyworks Solutions to a “hold” rating in a report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, eighteen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Skyworks Solutions currently has a consensus rating of “Hold” and a consensus target price of $70.50.

Skyworks Solutions Stock Up 1.4%

SWKS stock opened at $60.05 on Monday. Skyworks Solutions, Inc. has a 12 month low of $47.93 and a 12 month high of $90.90. The firm has a 50 day simple moving average of $61.28 and a 200 day simple moving average of $68.77. The firm has a market cap of $9.03 billion, a PE ratio of 23.10 and a beta of 1.33. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.40 and a quick ratio of 1.80.

Skyworks Solutions (NASDAQ:SWKS) last announced its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.40 by $0.14. The company had revenue of $1.04 billion for the quarter, compared to analyst estimates of $999.02 million. Skyworks Solutions had a return on equity of 11.72% and a net margin of 9.73%.Skyworks Solutions’s revenue for the quarter was down 3.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.60 earnings per share. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. Equities research analysts forecast that Skyworks Solutions, Inc. will post 3.7 earnings per share for the current fiscal year.

Skyworks Solutions Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, February 24th will be paid a $0.71 dividend. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $2.84 dividend on an annualized basis and a yield of 4.7%. Skyworks Solutions’s dividend payout ratio (DPR) is currently 109.23%.

About Skyworks Solutions

Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company’s portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.

Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.