Fuller & Thaler Asset Management Inc. Sells 15,728 Shares of Skyworks Solutions, Inc. $SWKS

Key Points

• Fuller & Thaler Asset Management Inc. has decreased its stake in Skyworks Solutions by 94.5%, selling 15,728 shares and retaining only 918 shares valued at $59,000.
• Skyworks Solutions recently declared a quarterly dividend of $0.71 per share, representing a 3.8% yield, which is an increase from the previous dividend of $0.70.
• The company reported earnings of $1.33 per share in its latest quarter, exceeding expectations, and expects to continue growth with projected earnings guidance of 1.400 EPS for Q4 2025.

Fuller & Thaler Asset Management Inc. trimmed its holdings in Skyworks Solutions, Inc. (NASDAQ:SWKS - Free Report) by 94.5% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 918 shares of the semiconductor manufacturer's stock after selling 15,728 shares during the period. Fuller & Thaler Asset Management Inc.'s holdings in Skyworks Solutions were worth $59,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Mattson Financial Services LLC acquired a new position in shares of Skyworks Solutions in the 4th quarter valued at $37,000. MassMutual Private Wealth & Trust FSB grew its holdings in shares of Skyworks Solutions by 60.1% in the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 594 shares of the semiconductor manufacturer's stock worth $38,000 after purchasing an additional 223 shares during the last quarter. Brown Lisle Cummings Inc. grew its holdings in shares of Skyworks Solutions by 450.7% in the 1st quarter. Brown Lisle Cummings Inc. now owns 771 shares of the semiconductor manufacturer's stock worth $50,000 after purchasing an additional 631 shares during the last quarter. Costello Asset Management INC raised its position in shares of Skyworks Solutions by 61.1% in the 1st quarter. Costello Asset Management INC now owns 791 shares of the semiconductor manufacturer's stock valued at $51,000 after acquiring an additional 300 shares during the period. Finally, Migdal Insurance & Financial Holdings Ltd. acquired a new stake in shares of Skyworks Solutions in the 1st quarter valued at approximately $52,000. 85.43% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Arete Research raised shares of Skyworks Solutions to a "strong-buy" rating in a research note on Thursday, August 14th. Stifel Nicolaus boosted their target price on Skyworks Solutions from $62.00 to $72.00 and gave the stock a "hold" rating in a research report on Thursday, May 8th. Mizuho lifted their price target on Skyworks Solutions from $72.00 to $75.00 and gave the stock a "neutral" rating in a research report on Tuesday, July 1st. Barclays raised their price target on Skyworks Solutions from $45.00 to $52.00 and gave the company an "underweight" rating in a report on Thursday, May 8th. Finally, Wall Street Zen downgraded Skyworks Solutions from a "buy" rating to a "hold" rating in a report on Saturday. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, thirteen have given a Hold rating and four have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Reduce" and a consensus price target of $72.87.

Skyworks Solutions Stock Up 0.3%

NASDAQ:SWKS traded up $0.20 on Wednesday, reaching $75.87. The stock had a trading volume of 208,808 shares, compared to its average volume of 3,406,067. 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 has a 50-day moving average of $73.37 and a 200 day moving average of $68.60. Skyworks Solutions, Inc. has a 12-month low of $47.93 and a 12-month high of $110.76. The stock has a market cap of $11.26 billion, a P/E ratio of 30.29, a price-to-earnings-growth ratio of 1.72 and a beta of 1.13.

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

Skyworks Solutions Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 16th. Stockholders of record on Tuesday, August 26th will be paid a dividend of $0.71 per share. The ex-dividend date is Tuesday, August 26th. This represents a $2.84 dividend on an annualized basis and a dividend yield of 3.7%. This is a boost from Skyworks Solutions's previous quarterly dividend of $0.70. Skyworks Solutions's dividend payout ratio is 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.