Aaron Wealth Advisors LLC Takes Position in Skyworks Solutions, Inc. $SWKS

Key Points

• Aaron Wealth Advisors LLC has acquired a new stake in Skyworks Solutions, purchasing 4,434 shares valued at approximately $330,000 during the second quarter.
• Skyworks Solutions reported a quarterly earnings per share (EPS) of $1.33, exceeding the consensus estimate of $1.24, with revenue reaching $965 million, representing a 6.6% year-over-year increase.
• The company raised its quarterly dividend to $0.71 per share, reflecting a 3.7% yield and a dividend payout ratio of 113.60%.

Aaron Wealth Advisors LLC bought a new position in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 4,434 shares of the semiconductor manufacturer's stock, valued at approximately $330,000.

A number of other hedge funds have also bought and sold shares of the company. Financiere des Professionnels Fonds d investissement inc. acquired a new stake in Skyworks Solutions in the second quarter worth $938,000. MassMutual Private Wealth & Trust FSB grew its holdings in Skyworks Solutions by 192.1% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 1,735 shares of the semiconductor manufacturer's stock worth $129,000 after purchasing an additional 1,141 shares during the period. Parallel Advisors LLC grew its holdings in Skyworks Solutions by 70.9% in the second quarter. Parallel Advisors LLC now owns 3,070 shares of the semiconductor manufacturer's stock worth $229,000 after purchasing an additional 1,274 shares during the period. Kera Capital Partners Inc. acquired a new stake in Skyworks Solutions in the second quarter worth $299,000. Finally, Rowlandmiller & PARTNERS.ADV grew its holdings in Skyworks Solutions by 6.1% in the second quarter. Rowlandmiller & PARTNERS.ADV now owns 32,333 shares of the semiconductor manufacturer's stock worth $2,409,000 after purchasing an additional 1,855 shares during the period. Institutional investors own 85.43% of the company's stock.

Skyworks Solutions Stock Performance

SWKS traded up $4.16 during midday trading on Monday, reaching $83.11. The company had a trading volume of 1,163,582 shares, compared to its average volume of 3,353,689. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.80 and a current ratio of 2.39. The stock has a market cap of $12.34 billion, a PE ratio of 33.26, a P/E/G ratio of 1.77 and a beta of 1.17. Skyworks Solutions, Inc. has a 12-month low of $47.93 and a 12-month high of $101.50. The business has a 50-day moving average price of $73.30 and a two-hundred day moving average price of $69.70.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) last posted its quarterly earnings results on Tuesday, August 5th. The semiconductor manufacturer reported $1.33 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.24 by $0.09. Skyworks Solutions had a net margin of 9.88% and a return on equity of 11.77%. The company had revenue of $965.00 million for the quarter, compared to analyst estimates of $940.00 million. During the same quarter in the previous year, the firm posted $1.21 earnings per share. The company's quarterly revenue was up 6.6% compared to the same quarter last year. Skyworks Solutions has set its Q4 2025 guidance at 1.400-1.400 EPS. On average, sell-side analysts expect that Skyworks Solutions, Inc. will post 3.7 earnings per share for the current fiscal year.

Skyworks Solutions Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 16th. Stockholders of record on Tuesday, August 26th were given a $0.71 dividend. This represents a $2.84 annualized dividend and a dividend yield of 3.4%. This is an increase from Skyworks Solutions's previous quarterly dividend of $0.70. The ex-dividend date of this dividend was Tuesday, August 26th. Skyworks Solutions's payout ratio is presently 113.60%.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on SWKS. Mizuho lifted their price objective on shares of Skyworks Solutions from $72.00 to $75.00 and gave the company a "neutral" rating in a report on Tuesday, July 1st. UBS Group lifted their price objective on shares of Skyworks Solutions from $65.00 to $75.00 and gave the company a "neutral" rating in a report on Monday, July 21st. The Goldman Sachs Group began coverage on shares of Skyworks Solutions in a report on Thursday, July 10th. They set a "sell" rating and a $70.00 price objective for the company. Citigroup lifted their price objective on shares of Skyworks Solutions from $63.00 to $66.00 and gave the company a "sell" rating in a report on Wednesday, August 6th. Finally, Arete Research upgraded shares of Skyworks Solutions to a "strong-buy" rating in a report on Thursday, August 14th. One investment analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, thirteen have issued a Hold rating and four have assigned a Sell rating to the company's stock. According to MarketBeat, the company currently has a consensus rating of "Reduce" and a consensus target price of $72.87.

Skyworks Solutions Profile

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.