Skyworks Solutions, Inc. $SWKS Stock Position Lifted by Rowlandmiller & PARTNERS.ADV

Rowlandmiller & PARTNERS.ADV lifted its stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS) by 24.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,101 shares of the semiconductor manufacturer’s stock after purchasing an additional 7,768 shares during the quarter. Rowlandmiller & PARTNERS.ADV’s holdings in Skyworks Solutions were worth $3,087,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of the stock. Pzena Investment Management LLC increased its stake in Skyworks Solutions by 57.3% during the 2nd quarter. Pzena Investment Management LLC now owns 12,207,643 shares of the semiconductor manufacturer’s stock valued at $909,714,000 after buying an additional 4,444,747 shares during the period. Norges Bank acquired a new position in shares of Skyworks Solutions during the second quarter valued at approximately $140,807,000. Kingstone Capital Partners Texas LLC bought a new stake in Skyworks Solutions during the second quarter worth approximately $67,841,000. Rafferty Asset Management LLC lifted its position in 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 worth $150,847,000 after purchasing an additional 693,379 shares during the period. Finally, Worldquant Millennium Advisors LLC acquired a new stake in Skyworks Solutions in the second quarter worth approximately $48,434,000. Institutional investors and hedge funds own 85.43% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on SWKS. Citigroup upgraded Skyworks Solutions from a “sell” rating to a “neutral” rating and lifted their price target for the company from $66.00 to $105.00 in a research report on Wednesday, October 29th. Barclays raised Skyworks Solutions from an “underweight” rating to an “equal weight” rating and raised their target price for the company from $58.00 to $88.00 in a research note on Wednesday, October 29th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Skyworks Solutions in a report on Wednesday, October 8th. Cfra Research raised shares of Skyworks Solutions from a “moderate sell” rating to a “hold” rating in a report on Tuesday, October 28th. Finally, Mizuho upgraded shares of Skyworks Solutions from an “underperform” rating to a “neutral” rating and raised their price objective for the company from $65.00 to $73.00 in a research report on Tuesday, November 11th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, seventeen have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $83.18.

Skyworks Solutions Stock Down 1.9%

Shares of Skyworks Solutions stock opened at $66.97 on Monday. The stock’s fifty day moving average is $70.61 and its 200-day moving average is $72.79. The firm has a market capitalization of $9.96 billion, a PE ratio of 21.81 and a beta of 1.31. The company has a quick ratio of 1.76, a current ratio of 2.33 and a debt-to-equity ratio of 0.09. Skyworks Solutions, Inc. has a 12-month low of $47.93 and a 12-month high of $95.46.

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

Skyworks Solutions Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 9th. Investors of record on Tuesday, November 18th were given a $0.71 dividend. This represents a $2.84 annualized dividend and a dividend yield of 4.2%. The ex-dividend date was Tuesday, November 18th. Skyworks Solutions’s dividend payout ratio is 92.51%.

Insider Buying and Selling

In related news, EVP Reza Kasnavi sold 7,332 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $62.26, for a total value of $456,490.32. Following the completion of the transaction, the executive vice president owned 26,087 shares of the company’s stock, valued at approximately $1,624,176.62. This trade represents a 21.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Robert John Terry sold 4,945 shares of the business’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $62.28, for a total transaction of $307,974.60. Following the sale, the senior vice president directly owned 19,824 shares in the company, valued at approximately $1,234,638.72. This trade represents a 19.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.28% of the company’s stock.

About Skyworks Solutions

Skyworks Solutions, Inc, together with its subsidiaries, designs, develops, manufactures, and markets proprietary semiconductor products in the United States, China, South Korea, Taiwan, Europe, the Middle East, Africa, and the rest of Asia-Pacific. Its product portfolio includes amplifiers, antenna tuners, attenuators, automotive tuners and digital radios, DC/DC converters, demodulators, detectors, diodes, wireless analog system on chip products, directional couplers, diversity receive modules, filters, front-end modules, hybrids, light emitting diode drivers, low noise amplifiers, mixers, modulators, optocouplers/optoisolators, phase locked loops, phase shifters, power dividers/combiners, power over ethernet, power isolators, receivers, switches, synthesizers, timing devices, voltage controlled oscillators/synthesizers, and voltage regulators.