20,945 Shares in Skyworks Solutions, Inc. $SWKS Acquired by Jefferies Financial Group Inc.

Key Points

• Jefferies Financial Group Inc. bought a new stake in Skyworks Solutions (NASDAQ:SWKS) of 20,945 shares valued at approximately $1.612 million during the third quarter, per its 13F filing.
• Skyworks beat estimates with $1.54 EPS vs. a $1.40 consensus and reported revenue of $1.04 billion (vs. $999M estimate), though revenue was down 3.1% year‑over‑year and the company set Q2 2026 guidance at 1.040 EPS.
• Skyworks announced a quarterly dividend of $0.71 (annualized $2.84) implying a 5.1% yield, while the dividend payout ratio stands at 109.23%.

Jefferies Financial Group Inc. bought a new stake in Skyworks Solutions, Inc. (NASDAQ:SWKS - Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 20,945 shares of the semiconductor manufacturer's stock, valued at approximately $1,612,000.

Several other large investors have also modified their holdings of SWKS. Financial Consulate Inc. purchased a new position in shares of Skyworks Solutions during the 3rd quarter worth $29,000. Atlantic Union Bankshares Corp purchased a new stake in Skyworks Solutions in the 2nd quarter valued at about $28,000. Clearstead Trust LLC lifted its position in Skyworks Solutions by 200.0% in the second quarter. Clearstead Trust LLC now owns 411 shares of the semiconductor manufacturer's stock valued at $31,000 after buying an additional 274 shares during the last quarter. CYBER HORNET ETFs LLC acquired a new position in Skyworks Solutions in the second quarter valued at about $32,000. Finally, Parkside Financial Bank & Trust boosted its stake in Skyworks Solutions by 98.6% during the second 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

NASDAQ SWKS opened at $55.35 on Thursday. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.40 and a quick ratio of 1.80. The company has a market cap of $8.32 billion, a P/E ratio of 21.29 and a beta of 1.30. The stock has a 50-day moving average of $59.44 and a two-hundred day moving average of $67.37. Skyworks Solutions, Inc. has a 1-year low of $47.93 and a 1-year high of $90.90.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) last issued its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share (EPS) 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 business had revenue of $1.04 billion for the quarter, compared to analysts' expectations of $999.02 million. During the same quarter in the prior year, the company earned $1.60 earnings per share. 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. As a group, analysts anticipate that Skyworks Solutions, Inc. will post 3.7 EPS for the current year.

Skyworks Solutions Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, February 24th will be issued a dividend of $0.71 per share. The ex-dividend date is Tuesday, February 24th. This represents a $2.84 dividend on an annualized basis and a yield of 5.1%. Skyworks Solutions's dividend payout ratio is 109.23%.

Analysts Set New Price Targets

A number of brokerages have weighed in on SWKS. Royal Bank Of Canada assumed coverage on shares of Skyworks Solutions in a research report on Wednesday, January 14th. They set a "sector perform" rating and a $65.00 price target for the company. TD Cowen decreased their price objective on shares of Skyworks Solutions from $75.00 to $65.00 and set a "hold" rating on the stock in a report on Wednesday, February 4th. KeyCorp lowered their price objective on shares of Skyworks Solutions from $105.00 to $75.00 and set an "overweight" rating for the company in a research report on Wednesday, February 4th. Wall Street Zen downgraded shares of Skyworks Solutions from a "buy" rating to a "hold" rating in a report on Saturday, January 10th. Finally, Argus raised Skyworks Solutions to a "hold" rating in a research report 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 stock. Based on data from MarketBeat.com, Skyworks Solutions presently has a consensus rating of "Hold" and an average price target of $70.50.

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.

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