Bayforest Capital Ltd Acquires 4,356 Shares of Skyworks Solutions, Inc. $SWKS

Key Points

• Bayforest Capital Ltd has increased its stake in Skyworks Solutions, Inc. by 138.1%, owning a total of 7,511 shares valued at approximately $485,000 as of its latest SEC filing.
• Skyworks Solutions has reported a quarterly EPS of $1.33, exceeding expectations, with revenue reaching $965 million, marking a 6.6% year-over-year increase.
• The company recently declared a quarterly dividend of $0.71 per share, which reflects a boost from the previous dividend and represents an annual yield of 3.8%.

Bayforest Capital Ltd increased its position in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS - Free Report) by 138.1% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 7,511 shares of the semiconductor manufacturer's stock after acquiring an additional 4,356 shares during the period. Bayforest Capital Ltd's holdings in Skyworks Solutions were worth $485,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in SWKS. Deutsche Bank AG lifted its stake in shares of Skyworks Solutions by 51.6% in the 4th quarter. Deutsche Bank AG now owns 758,154 shares of the semiconductor manufacturer's stock valued at $67,233,000 after purchasing an additional 257,967 shares during the period. Focus Partners Wealth acquired a new position in Skyworks Solutions during the 4th quarter worth approximately $458,000. Jacobs Levy Equity Management Inc. boosted its position in shares of Skyworks Solutions by 10.3% during the fourth quarter. Jacobs Levy Equity Management Inc. now owns 8,230 shares of the semiconductor manufacturer's stock valued at $730,000 after buying an additional 766 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of Skyworks Solutions by 7.4% during the fourth quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 180,039 shares of the semiconductor manufacturer's stock valued at $15,966,000 after buying an additional 12,416 shares during the last quarter. Finally, Mork Capital Management LLC purchased a new position in shares of Skyworks Solutions during the fourth quarter valued at approximately $984,000. Institutional investors own 85.43% of the company's stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on SWKS. Susquehanna lifted their target price on Skyworks Solutions from $60.00 to $75.00 and gave the company a "neutral" rating in a research report on Tuesday, July 22nd. Wall Street Zen lowered Skyworks Solutions from a "buy" rating to a "hold" rating in a research note on Monday, September 8th. Arete Research raised Skyworks Solutions to a "strong-buy" rating in a report on Thursday, August 14th. Mizuho lifted their price objective on Skyworks Solutions from $72.00 to $75.00 and gave the company a "neutral" rating in a research note on Tuesday, July 1st. Finally, UBS Group lifted their price target on Skyworks Solutions from $65.00 to $75.00 and gave the stock a "neutral" rating in a research note on Monday, July 21st. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, thirteen have assigned a Hold rating and four have given a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Reduce" and a consensus target price of $72.87.

Skyworks Solutions Stock Down 1.0%

Shares of SWKS stock traded down $0.77 during midday trading on Monday, reaching $73.69. 543,291 shares of the stock were exchanged, compared to its average volume of 3,331,524. The company has a current ratio of 2.39, a quick ratio of 1.80 and a debt-to-equity ratio of 0.09. The company's 50 day moving average is $73.44 and its two-hundred day moving average is $69.38. Skyworks Solutions, Inc. has a 1 year low of $47.93 and a 1 year high of $101.50. The firm has a market cap of $10.94 billion, a PE ratio of 29.53, a price-to-earnings-growth ratio of 1.67 and a beta of 1.17.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) last issued its quarterly earnings results on Tuesday, August 5th. The semiconductor manufacturer reported $1.33 EPS for the quarter, topping analysts' consensus estimates of $1.24 by $0.09. Skyworks Solutions had a return on equity of 11.77% and a net margin of 9.88%.The firm had revenue of $965.00 million for the quarter, compared to analysts' expectations of $940.00 million. During the same period in the previous year, the firm posted $1.21 EPS. The business's revenue for the quarter 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, equities research analysts predict that Skyworks Solutions, Inc. will post 3.7 EPS for the current year.

Skyworks Solutions Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 16th. Stockholders of record on Tuesday, August 26th will be given a $0.71 dividend. The ex-dividend date of this dividend is Tuesday, August 26th. This represents a $2.84 dividend on an annualized basis and a dividend yield of 3.9%. This is an increase from Skyworks Solutions's previous quarterly dividend of $0.70. Skyworks Solutions's payout ratio is presently 113.60%.

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.