Illinois Municipal Retirement Fund Increases Stake in Skyworks Solutions, Inc. $SWKS

Illinois Municipal Retirement Fund boosted its position in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 10.1% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 176,744 shares of the semiconductor manufacturer’s stock after acquiring an additional 16,263 shares during the period. Illinois Municipal Retirement Fund owned 0.12% of Skyworks Solutions worth $9,465,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. AlphaQuest LLC boosted its holdings in Skyworks Solutions by 662.4% in the 4th quarter. AlphaQuest LLC now owns 53,355 shares of the semiconductor manufacturer’s stock worth $3,383,000 after buying an additional 46,357 shares during the period. Jackson Creek Investment Advisors LLC purchased a new position in Skyworks Solutions in the 4th quarter valued at approximately $1,388,000. Vanguard Group Inc. raised its holdings in Skyworks Solutions by 1.9% during the 4th quarter. Vanguard Group Inc. now owns 21,103,896 shares of the semiconductor manufacturer’s stock valued at $1,338,198,000 after acquiring an additional 389,168 shares during the period. Mitsubishi UFJ Trust & Banking Corp raised its holdings in Skyworks Solutions by 1,718.1% during the 4th quarter. Mitsubishi UFJ Trust & Banking Corp now owns 125,830 shares of the semiconductor manufacturer’s stock valued at $7,980,000 after acquiring an additional 118,909 shares during the period. Finally, OFI Invest Asset Management bought a new stake in Skyworks Solutions during the 4th quarter valued at $19,403,000. 85.43% of the stock is owned by hedge funds and other institutional investors.

Skyworks Solutions Price Performance

Shares of Skyworks Solutions stock opened at $57.63 on Friday. The company has a current ratio of 2.38, a quick ratio of 1.70 and a debt-to-equity ratio of 0.09. The firm has a market capitalization of $8.67 billion, a PE ratio of 23.91 and a beta of 1.50. The business’s 50-day moving average price is $70.28 and its 200-day moving average price is $62.95. Skyworks Solutions, Inc. has a 12 month low of $51.93 and a 12 month high of $90.90.

Skyworks Solutions (NASDAQ:SWKS) last announced its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.15 earnings per share for the quarter, beating analysts’ consensus estimates of $1.04 by $0.11. The company had revenue of $943.70 million for the quarter, compared to analysts’ expectations of $901.76 million. Skyworks Solutions had a return on equity of 11.52% and a net margin of 8.93%.Skyworks Solutions’s revenue for the quarter was down 1.0% compared to the same quarter last year. During the same period last year, the firm posted $1.24 EPS. Skyworks Solutions has set its Q3 2026 guidance at 1.030-1.030 EPS. Sell-side analysts forecast that Skyworks Solutions, Inc. will post 3.61 EPS for the current fiscal year.

Skyworks Solutions Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, May 26th were issued a $0.71 dividend. This represents a $2.84 dividend on an annualized basis and a dividend yield of 4.9%. The ex-dividend date was Tuesday, May 26th. Skyworks Solutions’s payout ratio is presently 117.84%.

Analyst Ratings Changes

SWKS has been the subject of a number of analyst reports. TD Cowen raised their price target on Skyworks Solutions from $65.00 to $75.00 and gave the stock a “hold” rating in a report on Wednesday, May 6th. UBS Group boosted their price objective on Skyworks Solutions from $63.00 to $75.00 and gave the company a “neutral” rating in a research note on Wednesday, May 6th. Citigroup increased their price objective on Skyworks Solutions from $63.00 to $77.00 and gave the stock a “neutral” rating in a report on Wednesday, May 6th. BNP Paribas Exane raised their target price on Skyworks Solutions from $60.00 to $70.00 in a research note on Wednesday, May 6th. Finally, Morgan Stanley lifted their target price on Skyworks Solutions from $69.00 to $76.00 and gave the company an “equal weight” rating in a report on Wednesday, May 6th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, sixteen have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, Skyworks Solutions currently has a consensus rating of “Hold” and a consensus price target of $77.47.

Trending Headlines about Skyworks Solutions

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

• Negative Sentiment: KeyBanc downgraded Skyworks and highlighted ongoing growth challenges, weaker earnings expectations, and insider stock sales, which can weigh on investor confidence. What Skyworks Solutions (SWKS)’s Q3 2026 Earnings and KeyBanc Downgrade Mean For Shareholders
• Negative Sentiment: Analyst estimates point to a sharp year-over-year earnings decline for the upcoming quarter, reinforcing fears that profitability is still under pressure. Skyworks Solutions Earnings Preview: What to Expect
• Neutral Sentiment: Skyworks scheduled its fiscal third-quarter 2026 earnings release and conference call for July 28, keeping investors focused on the upcoming results and guidance. Skyworks Sets Date for Third Quarter Fiscal 2026 Earnings Release and Conference Call
• Neutral Sentiment: KeyBanc also issued FY2027 and Q1 2027 earnings estimates, which were generally above the current full-year consensus but did not change its cautious “Sector Weight” stance. What Skyworks Solutions (SWKS)’s Q3 2026 Earnings and KeyBanc Downgrade Mean For Shareholders

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.