Robeco Institutional Asset Management B.V. Boosts Holdings in Skyworks Solutions, Inc. $SWKS

Robeco Institutional Asset Management B.V. raised its stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS) by 26.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 671,970 shares of the semiconductor manufacturer’s stock after purchasing an additional 142,600 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Skyworks Solutions were worth $51,728,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in SWKS. Pzena Investment Management LLC increased its stake in Skyworks Solutions by 57.3% in the 2nd quarter. Pzena Investment Management LLC now owns 12,207,643 shares of the semiconductor manufacturer’s stock worth $909,714,000 after buying an additional 4,444,747 shares in the last quarter. Invesco Ltd. raised its holdings in shares of Skyworks Solutions by 1.7% during the 2nd quarter. Invesco Ltd. now owns 4,212,897 shares of the semiconductor manufacturer’s stock worth $313,945,000 after acquiring an additional 71,238 shares in the last quarter. Rafferty Asset Management LLC grew its holdings in shares of Skyworks Solutions by 52.1% in the second quarter. Rafferty Asset Management LLC now owns 2,024,243 shares of the semiconductor manufacturer’s stock valued at $150,847,000 after purchasing an additional 693,379 shares in the last quarter. Norges Bank bought a new stake in Skyworks Solutions in the second quarter worth $140,807,000. Finally, LSV Asset Management raised its stake in Skyworks Solutions by 10.4% during the second quarter. LSV Asset Management now owns 1,676,470 shares of the semiconductor manufacturer’s stock valued at $124,931,000 after purchasing an additional 157,676 shares in the last quarter. Institutional investors own 85.43% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently weighed in on SWKS shares. Cfra set a $90.00 target price on shares of Skyworks Solutions in a report on Tuesday, October 28th. Barclays raised Skyworks Solutions from an “underweight” rating to an “equal weight” rating and boosted their price objective for the stock from $58.00 to $88.00 in a research note on Wednesday, October 29th. Cfra Research raised Skyworks Solutions from a “moderate sell” rating to a “hold” rating in a research note on Tuesday, October 28th. Citigroup raised Skyworks Solutions from a “sell” rating to a “neutral” rating and boosted their target price for the company from $66.00 to $105.00 in a research report on Wednesday, October 29th. Finally, Mizuho upgraded Skyworks Solutions from an “underperform” rating to a “neutral” rating and raised their price target for the stock from $65.00 to $73.00 in a research report on Tuesday, November 11th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, seventeen have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Skyworks Solutions currently has an average rating of “Hold” and an average price target of $82.59.

Skyworks Solutions Trading Down 9.7%

Shares of NASDAQ SWKS opened at $59.82 on Thursday. The business has a fifty day moving average price of $66.78 and a 200 day moving average price of $71.90. Skyworks Solutions, Inc. has a 1-year low of $47.93 and a 1-year high of $95.46. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.33 and a quick ratio of 1.76. The stock has a market capitalization of $8.97 billion, a P/E ratio of 19.49 and a beta of 1.30.

Skyworks Solutions (NASDAQ:SWKS) last released its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.76 EPS for the quarter, beating the consensus estimate of $1.53 by $0.23. Skyworks Solutions had a net margin of 11.67% and a return on equity of 12.01%. The business had revenue of $1.10 billion during the quarter. During the same period in the previous year, the company posted $1.55 earnings per share. The business’s quarterly revenue was up 7.3% compared to the same quarter last year. Skyworks Solutions has set its Q1 2026 guidance at 1.400-1.400 EPS. Equities research analysts expect that Skyworks Solutions, Inc. will post 3.7 EPS for the current fiscal year.

Skyworks Solutions Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 9th. Shareholders of record on Tuesday, November 18th were issued a $0.71 dividend. The ex-dividend date of this dividend was Tuesday, November 18th. This represents a $2.84 dividend on an annualized basis and a yield of 4.7%. Skyworks Solutions’s payout ratio is presently 92.51%.

Insiders Place Their Bets

In related news, SVP Robert John Terry sold 4,945 shares of Skyworks Solutions stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $62.28, for a total value of $307,974.60. Following the completion of the transaction, the senior vice president owned 19,824 shares in the company, valued at $1,234,638.72. The trade was a 19.96% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Reza Kasnavi sold 7,332 shares of the stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $62.26, for a total value of $456,490.32. Following the transaction, the executive vice president owned 26,087 shares in the company, valued at $1,624,176.62. This represents a 21.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.28% of the stock is currently owned by insiders.

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.