Skyworks Solutions, Inc. $SWKS Shares Bought by Quantinno Capital Management LP

Quantinno Capital Management LP grew its stake in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 26.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 949,031 shares of the semiconductor manufacturer’s stock after buying an additional 196,135 shares during the period. Quantinno Capital Management LP’s holdings in Skyworks Solutions were worth $50,821,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in SWKS. SummitTX Capital L.P. increased its holdings in Skyworks Solutions by 230.6% in the 1st quarter. SummitTX Capital L.P. now owns 64,934 shares of the semiconductor manufacturer’s stock worth $3,477,000 after buying an additional 45,295 shares during the period. Gateway Wealth Partners LLC increased its stake in shares of Skyworks Solutions by 97.5% in the first quarter. Gateway Wealth Partners LLC now owns 12,000 shares of the semiconductor manufacturer’s stock worth $643,000 after acquiring an additional 5,925 shares during the period. Entropy Technologies LP raised its holdings in shares of Skyworks Solutions by 66.4% during the first quarter. Entropy Technologies LP now owns 49,035 shares of the semiconductor manufacturer’s stock worth $2,626,000 after purchasing an additional 19,573 shares during the last quarter. Hilltop Holdings Inc. lifted its position in Skyworks Solutions by 11.8% during the first quarter. Hilltop Holdings Inc. now owns 26,035 shares of the semiconductor manufacturer’s stock valued at $1,394,000 after purchasing an additional 2,738 shares during the period. Finally, Compound Planning Inc. boosted its holdings in Skyworks Solutions by 55.3% in the first quarter. Compound Planning Inc. now owns 5,531 shares of the semiconductor manufacturer’s stock valued at $296,000 after purchasing an additional 1,970 shares during the last quarter. 85.43% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have commented on SWKS shares. JPMorgan Chase & Co. lowered their price objective on Skyworks Solutions from $70.00 to $65.00 and set a “neutral” rating on the stock in a research report on Wednesday. BNP Paribas Exane raised their price target on shares of Skyworks Solutions from $60.00 to $70.00 in a research report on Wednesday, May 6th. Morgan Stanley decreased their price objective on shares of Skyworks Solutions from $76.00 to $72.00 and set an “equal weight” rating for the company in a research report on Wednesday. Mizuho dropped their target price on Skyworks Solutions from $55.00 to $52.00 and set an “underperform” rating on the stock in a research report on Wednesday. Finally, Barclays raised Skyworks Solutions from an “equal weight” rating to an “overweight” rating and upped their price target for the stock from $60.00 to $70.00 in a report on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, sixteen have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, Skyworks Solutions presently has a consensus rating of “Hold” and a consensus price target of $74.22.

Skyworks Solutions Price Performance

NASDAQ:SWKS opened at $61.19 on Thursday. Skyworks Solutions, Inc. has a one year low of $51.93 and a one year high of $90.90. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.70 and a current ratio of 2.38. The stock has a market cap of $9.20 billion, a PE ratio of 31.70 and a beta of 1.50. The stock has a 50 day moving average price of $68.95 and a 200 day moving average price of $62.84.

Skyworks Solutions (NASDAQ:SWKS) last posted its earnings results on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.05. The company had revenue of $934.80 million for the quarter, compared to analyst estimates of $925.97 million. Skyworks Solutions had a net margin of 7.23% and a return on equity of 10.73%. Skyworks Solutions’s revenue was down 3.1% on a year-over-year basis. During the same period in the previous year, the business posted $1.33 EPS. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. Equities research analysts expect that Skyworks Solutions, Inc. will post 3.62 EPS for the current fiscal year.

Skyworks Solutions Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, May 26th were paid a dividend of $0.71 per share. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $2.84 annualized dividend and a yield of 4.6%. Skyworks Solutions’s dividend payout ratio is presently 117.84%.

Key Stories Impacting Skyworks Solutions

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

• Positive Sentiment: Skyworks reported fiscal third-quarter revenue of approximately $935 million and non-GAAP diluted EPS of $1.08, exceeding analyst expectations of about $926 million and $1.03, respectively. Growth in Broad Markets—particularly automotive and AI data-center applications—helped offset weakness in other businesses. Skyworks fiscal third-quarter results
• Positive Sentiment: Management issued fourth-quarter EPS guidance of $1.27, above the roughly $1.23 consensus estimate, with revenue guidance of $1.0 billion to $1.1 billion. The company also authorized a new $2 billion share-repurchase program, which could support per-share results over time. Skyworks Q3 release and capital allocation update
• Positive Sentiment: Skyworks and Qorvo announced expected leadership appointments for their planned combination. RBC described the transaction favorably, citing potential cost synergies and relatively stable core business trends. Regulatory approvals are progressing, although the deal remains pending. RBC view on the Qorvo transaction
• Neutral Sentiment: Analyst sentiment remains mixed. UBS raised its target to $70 while maintaining a Neutral rating, whereas JPMorgan, Morgan Stanley, Stifel, TD Cowen, Citigroup, RBC and Mizuho lowered targets, generally retaining Neutral, Hold or equivalent ratings. Analyst revisions following earnings
• Negative Sentiment: Revenue declined 3.1% year over year and EPS fell from $1.33 a year earlier, while margin pressure and weaker wireless-related demand overshadowed the quarterly beat. Investors may also be concerned about the reported dividend suspension and plans to raise approximately $2 billion in acquisition debt financing. Morgan Stanley analysis of Skyworks

Skyworks Solutions Profile

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.