Howe & Rusling Inc. Sells 10,029 Shares of Skyworks Solutions, Inc. $SWKS

Howe & Rusling Inc. decreased its position in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 39.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 15,437 shares of the semiconductor manufacturer’s stock after selling 10,029 shares during the period. Howe & Rusling Inc.’s holdings in Skyworks Solutions were worth $1,188,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Financial Consulate Inc. bought a new stake in shares of Skyworks Solutions in the third quarter worth about $29,000. Atlantic Union Bankshares Corp acquired a new position in shares of Skyworks Solutions in the 2nd quarter valued at approximately $28,000. Clearstead Trust LLC grew its position in shares of Skyworks Solutions by 200.0% in the 2nd quarter. Clearstead Trust LLC now owns 411 shares of the semiconductor manufacturer’s stock valued at $31,000 after purchasing an additional 274 shares during the period. CYBER HORNET ETFs LLC bought a new stake in Skyworks Solutions during the 2nd quarter worth approximately $32,000. Finally, Parkside Financial Bank & Trust raised its holdings in Skyworks Solutions by 98.6% during the 2nd quarter. Parkside Financial Bank & Trust now owns 437 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 217 shares during the period. Institutional investors and hedge funds own 85.43% of the company’s stock.

Skyworks Solutions Stock Performance

Shares of SWKS opened at $59.03 on Thursday. The company has a market cap of $8.85 billion, a PE ratio of 22.70 and a beta of 1.33. The firm has a 50-day moving average of $62.80 and a 200-day moving average of $69.54. Skyworks Solutions, Inc. has a one year low of $47.93 and a one year high of $90.90. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.33 and a quick ratio of 1.76.

Skyworks Solutions (NASDAQ:SWKS) last announced its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share for the quarter, topping analysts’ consensus estimates of $1.40 by $0.14. Skyworks Solutions had a return on equity of 11.71% and a net margin of 9.73%.The firm had revenue of $1.04 billion for the quarter, compared to the consensus estimate of $999.02 million. During the same quarter in the previous year, the business earned $1.60 earnings per share. The business’s 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. As a group, equities analysts forecast that Skyworks Solutions, Inc. will post 3.7 earnings per share for the current year.

Skyworks Solutions Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, February 24th will be issued a dividend of $0.71 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $2.84 annualized dividend and a dividend yield of 4.8%. Skyworks Solutions’s payout ratio is presently 109.23%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. Morgan Stanley lowered their price objective on shares of Skyworks Solutions from $89.00 to $68.00 and set an “equal weight” rating for the company in a research report on Monday. Benchmark reaffirmed a “hold” rating on shares of Skyworks Solutions in a research note on Wednesday. Zacks Research upgraded Skyworks Solutions from a “hold” rating to a “strong-buy” rating in a report on Friday, January 16th. Craig Hallum cut their price target on Skyworks Solutions from $85.00 to $75.00 and set a “buy” rating on the stock in a report on Wednesday. Finally, Cfra Research raised Skyworks Solutions from a “moderate sell” rating to a “hold” rating in a research report on Tuesday, October 28th. Two analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, nineteen have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $70.70.

Skyworks Solutions News Summary

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

• Positive Sentiment: Q1 results and guidance beat: SWKS reported Q1 EPS $1.54 vs. $1.40 consensus and revenue $1.04B vs. ~$999M expected; management guided Q2 to $1.04 EPS (vs. $0.82 consensus) and revenue $875–925M (above consensus). This combination of an earnings beat plus materially stronger guidance is the primary bullish driver. Skyworks Solutions forecasts upbeat earnings as 5G adoption lifts chip demand
• Positive Sentiment: Demand signal from Apple/phones: Analysts and the conference call highlighted strong iPhone-related and 5G handset demand supporting results — a positive signal for near-term chip volumes. Skyworks’ solid results, outlook reflect strong iPhone demand: analysts
• Positive Sentiment: Dividend yield: Skyworks declared a $0.71 quarterly dividend (ex‑dividend Feb. 24), implying a ~4.8% yield — supports income investors and can underpin the share price during near-term volatility.
• Neutral Sentiment: Analyst sentiment roundup: Some outlets note broad analyst bullishness on select tech names including SWKS, but opinions vary across firms — reads as positive context but not a uniform upgrade. Analysts Are Bullish on These Technology Stocks: Western Digital (WDC), Skyworks Solutions (SWKS)
• Neutral Sentiment: Company commentary/transcript availability: The earnings call transcript and highlights are available for investors reviewing drivers (mix, inventories, channel), useful for modeling but not new market-moving facts by themselves. Skyworks SWKS Q1 2026 Earnings Call Transcript
• Negative Sentiment: Price-target cuts and notes of caution: Multiple firms trimmed price targets (TD Cowen to $65, Citi to $63, JPM to $65) or lowered expectations (Morgan Stanley), keeping many ratings at neutral/hold — this tempers upside and may cap the rally if investors focus on lowered targets. TD Cowen adjusts Skyworks Solutions PT Citigroup adjusts Skyworks Solutions PT
• Negative Sentiment: Inventory and y/y revenue softness: Despite the beat, revenue declined ~3% y/y and some reports flagged higher inventory — risks to near-term margin/release cadence if channel digestion occurs. Skyworks surprising with strong Q4 but inventory levels increase

Insider Transactions at Skyworks Solutions

In other Skyworks Solutions news, SVP Robert John Terry sold 4,945 shares of the company’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $62.28, for a total value of $307,974.60. Following the transaction, the senior vice president directly owned 19,824 shares of the company’s stock, valued at $1,234,638.72. This represents a 19.96% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP Reza Kasnavi sold 7,332 shares of Skyworks Solutions stock in a transaction 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 sale, the executive vice president directly owned 26,087 shares of the company’s stock, valued at $1,624,176.62. This represents a 21.94% decrease in their position. The SEC filing for this sale provides additional information. 0.28% of the stock is currently owned by corporate insiders.

Skyworks Solutions Company 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.