Skyworks Solutions, Inc. $SWKS Stock Holdings Lifted by Sei Investments Co.

Sei Investments Co. increased its holdings in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 19.9% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 305,415 shares of the semiconductor manufacturer’s stock after buying an additional 50,784 shares during the period. Sei Investments Co.’s holdings in Skyworks Solutions were worth $16,354,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the business. Vanguard Group Inc. raised its stake in Skyworks Solutions by 1.9% during the fourth quarter. Vanguard Group Inc. now owns 21,103,896 shares of the semiconductor manufacturer’s stock worth $1,338,198,000 after acquiring an additional 389,168 shares during the period. Pzena Investment Management LLC boosted its stake in Skyworks Solutions by 27.6% in the first quarter. Pzena Investment Management LLC now owns 16,108,138 shares of the semiconductor manufacturer’s stock valued at $862,591,000 after acquiring an additional 3,481,658 shares during the period. State Street Corp grew its holdings in shares of Skyworks Solutions by 1.0% during the fourth quarter. State Street Corp now owns 6,600,800 shares of the semiconductor manufacturer’s stock valued at $418,557,000 after purchasing an additional 64,187 shares during the last quarter. Charles Schwab Investment Management Inc. grew its holdings in shares of Skyworks Solutions by 2.4% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 5,901,731 shares of the semiconductor manufacturer’s stock valued at $374,229,000 after purchasing an additional 137,506 shares during the last quarter. Finally, FIL Ltd raised its position in shares of Skyworks Solutions by 50.5% during the 4th quarter. FIL Ltd now owns 5,190,211 shares of the semiconductor manufacturer’s stock worth $329,111,000 after purchasing an additional 1,742,338 shares during the period. Institutional investors own 85.43% of the company’s stock.

Analyst Ratings Changes

Several brokerages recently issued reports on SWKS. William Blair reissued a “buy” rating on shares of Skyworks Solutions in a report on Wednesday. Weiss Ratings restated a “sell (d+)” rating on shares of Skyworks Solutions in a research note on Wednesday, May 6th. Benchmark reaffirmed a “hold” rating on shares of Skyworks Solutions in a research report on Monday. Stifel Nicolaus cut their target price on Skyworks Solutions from $75.00 to $70.00 and set a “hold” rating on the stock in a research note on Wednesday. Finally, Bank of America reissued an “underperform” rating and set a $65.00 price target on shares of Skyworks Solutions in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, sixteen have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $74.22.

Skyworks Solutions News Roundup

Here are the key news stories impacting Skyworks Solutions this week:

• Positive Sentiment: Skyworks exceeded fiscal Q3 expectations, reporting adjusted EPS of $1.08 versus the $1.03 consensus and revenue of $934.8 million versus estimates of $926.0 million. Growth in the broad-markets business, including AI data-center demand, helped offset weakness in other end markets. SWKS Q3 Earnings Beat on Broad Markets, AI Data Center Growth
• Positive Sentiment: The company announced a $2 billion stock-repurchase program, which could support per-share results and signal management’s confidence in long-term cash generation. Skyworks Solutions Q3 2026 Earnings Call Highlights
• Positive Sentiment: Analysts view the pending combination with Qorvo favorably, citing potential scale, product breadth and cost synergies. The transaction provides a strategic catalyst despite near-term integration and execution risks. Skyworks’ Qorvo Deal Seen as Favorable
• Neutral Sentiment: Broker sentiment remains broadly cautious: Skyworks holds an average “Hold” recommendation. UBS raised its target to $70, while several firms—including JPMorgan, Morgan Stanley, RBC, Citi, Stifel and TD Cowen—lowered targets, generally retaining neutral or hold ratings. Skyworks Given Average Recommendation of Hold
• Negative Sentiment: Fiscal Q4 guidance points to weaker adjusted EPS, while revenue declined year over year in Q3 and margins remain under pressure. The company’s dividend suspension and uneven end-market trends are also weighing on the investment case. Dividend Suspension and Mixed End-Market Trends
• Negative Sentiment: Valuation analysis indicates SWKS is trading near estimated fair value rather than at a clear discount, limiting the potential for multiple expansion absent stronger growth. Skyworks Stock Trades Near Fair Value

Skyworks Solutions Stock Performance

Shares of NASDAQ SWKS opened at $62.48 on Friday. The company has a current ratio of 3.10, a quick ratio of 1.70 and a debt-to-equity ratio of 0.09. The stock has a 50 day simple moving average of $68.73 and a 200-day simple moving average of $62.85. The company has a market cap of $9.40 billion, a PE ratio of 32.37 and a beta of 1.50. Skyworks Solutions, Inc. has a 12-month low of $51.93 and a 12-month high of $90.90.

Skyworks Solutions (NASDAQ:SWKS) last issued its quarterly earnings data on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.05. The business had revenue of $934.80 million during the quarter, compared to analyst estimates of $925.97 million. Skyworks Solutions had a return on equity of 10.74% and a net margin of 7.23%.The business’s revenue for the quarter was down 3.1% compared to the same quarter last year. During the same period in the prior year, the company posted $1.33 EPS. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. On average, equities research analysts forecast that Skyworks Solutions, Inc. will post 3.62 EPS for the current year.

Skyworks Solutions Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, May 26th were paid a $0.71 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $2.84 annualized dividend and a dividend yield of 4.5%. Skyworks Solutions’s dividend payout ratio is presently 117.84%.

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.