SG Americas Securities LLC Buys 48,102 Shares of Skyworks Solutions, Inc. $SWKS

SG Americas Securities LLC lifted its position in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 314.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 63,421 shares of the semiconductor manufacturer’s stock after acquiring an additional 48,102 shares during the period. SG Americas Securities LLC’s holdings in Skyworks Solutions were worth $4,022,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of SWKS. Vanguard Group Inc. increased its stake in Skyworks Solutions by 4.9% in the third quarter. Vanguard Group Inc. now owns 20,714,728 shares of the semiconductor manufacturer’s stock valued at $1,594,620,000 after purchasing an additional 958,768 shares in the last quarter. Marshall Wace LLP boosted its position in shares of Skyworks Solutions by 391.3% during the third quarter. Marshall Wace LLP now owns 537,814 shares of the semiconductor manufacturer’s stock worth $41,401,000 after purchasing an additional 722,414 shares in the last quarter. Rafferty Asset Management LLC boosted its position in shares of Skyworks Solutions by 52.1% during the second quarter. Rafferty Asset Management LLC now owns 2,024,243 shares of the semiconductor manufacturer’s stock worth $150,847,000 after purchasing an additional 693,379 shares in the last quarter. Two Sigma Investments LP grew its holdings in shares of Skyworks Solutions by 92.4% in the 3rd quarter. Two Sigma Investments LP now owns 1,358,259 shares of the semiconductor manufacturer’s stock valued at $104,559,000 after buying an additional 652,406 shares during the period. Finally, Worldquant Millennium Advisors LLC bought a new stake in shares of Skyworks Solutions in the 2nd quarter valued at $48,434,000. Institutional investors own 85.43% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on SWKS. UBS Group reduced their target price on Skyworks Solutions from $63.00 to $58.00 and set a “neutral” rating on the stock in a report on Wednesday, February 4th. BNP Paribas Exane dropped their price target on Skyworks Solutions from $73.00 to $60.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 21st. Loop Capital cut their price objective on Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating on the stock in a report on Friday, January 2nd. Morgan Stanley decreased their price objective on Skyworks Solutions from $89.00 to $68.00 and set an “equal weight” rating for the company in a research report on Monday, February 2nd. Finally, Argus raised Skyworks Solutions to a “hold” rating in a research note on Friday, February 6th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, eighteen have assigned a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $70.50.

Skyworks Solutions Stock Up 3.7%

Shares of Skyworks Solutions stock opened at $55.19 on Friday. The firm has a market cap of $8.30 billion, a PE ratio of 21.23 and a beta of 1.30. The business’s 50 day simple moving average is $57.53 and its 200 day simple moving average is $65.14. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.80 and a current ratio of 2.40. Skyworks Solutions, Inc. has a 52-week low of $47.93 and a 52-week high of $90.90.

Skyworks Solutions (NASDAQ:SWKS) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share 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 company had revenue of $1.04 billion during the quarter, compared to analysts’ expectations of $999.02 million. During the same period last year, the business earned $1.60 EPS. The business’s quarterly revenue was down 3.1% on a year-over-year basis. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. On average, analysts predict that Skyworks Solutions, Inc. will post 3.7 earnings per share for the current fiscal year.

Skyworks Solutions Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, February 24th were issued a $0.71 dividend. The ex-dividend date was Tuesday, February 24th. This represents a $2.84 annualized dividend and a dividend yield of 5.1%. Skyworks Solutions’s dividend payout ratio (DPR) is presently 109.23%.

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.