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

Vulcan Value Partners LLC reduced its stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS) by 61.4% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 311,645 shares of the semiconductor manufacturer’s stock after selling 495,140 shares during the quarter. Vulcan Value Partners LLC’s holdings in Skyworks Solutions were worth $23,954,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in SWKS. Financiere des Professionnels Fonds d investissement inc. lifted its position in Skyworks Solutions by 1.2% in the 3rd quarter. Financiere des Professionnels Fonds d investissement inc. now owns 12,738 shares of the semiconductor manufacturer’s stock worth $981,000 after buying an additional 145 shares in the last quarter. Wedmont Private Capital grew its holdings in shares of Skyworks Solutions by 5.8% during the 3rd quarter. Wedmont Private Capital now owns 2,775 shares of the semiconductor manufacturer’s stock valued at $206,000 after acquiring an additional 151 shares in the last quarter. Unison Advisors LLC increased its stake in shares of Skyworks Solutions by 0.9% in the third quarter. Unison Advisors LLC now owns 18,031 shares of the semiconductor manufacturer’s stock worth $1,388,000 after acquiring an additional 164 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in shares of Skyworks Solutions by 0.7% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 24,308 shares of the semiconductor manufacturer’s stock worth $1,807,000 after acquiring an additional 166 shares in the last quarter. Finally, Parkside Financial Bank & Trust boosted its position in Skyworks Solutions by 98.6% during the second quarter. Parkside Financial Bank & Trust now owns 437 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 217 shares during the last quarter. 85.43% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on the company. Piper Sandler raised Skyworks Solutions from a “neutral” rating to an “overweight” rating and raised their price target for the stock from $70.00 to $140.00 in a research note on Wednesday, October 29th. Morgan Stanley dropped their price objective on Skyworks Solutions from $89.00 to $68.00 and set an “equal weight” rating on the stock in a report on Monday, February 2nd. Citigroup reduced their target price on shares of Skyworks Solutions from $80.00 to $63.00 and set a “neutral” rating for the company in a research note on Wednesday, February 4th. Wall Street Zen downgraded shares of Skyworks Solutions from a “buy” rating to a “hold” rating in a research report on Saturday, January 10th. Finally, Mizuho cut their price target on shares of Skyworks Solutions from $65.00 to $60.00 and set a “neutral” rating on the stock in a report on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, eighteen have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $70.50.

Skyworks Solutions Trading Up 1.4%

Shares of 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 company has a market cap of $9.03 billion, a PE ratio of 23.10 and a beta of 1.33. The company has a quick ratio of 1.80, a current ratio of 2.40 and a debt-to-equity ratio of 0.09. The business’s 50 day moving average is $61.28 and its two-hundred day moving average is $68.77.

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

Skyworks Solutions Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, February 24th will be given a $0.71 dividend. This represents a $2.84 annualized dividend and a dividend yield of 4.7%. The ex-dividend date of this dividend is Tuesday, February 24th. 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.