Kera Capital Partners Inc. Purchases Shares of 4,014 Skyworks Solutions, Inc. $SWKS

Key Points

• Kera Capital Partners Inc. purchased 4,014 shares of Skyworks Solutions, Inc. valued at approximately $299,000 in Q2, demonstrating increased institutional interest in the semiconductor manufacturer.
• Skyworks Solutions recently increased its quarterly dividend to $0.71 per share, reflecting a yield of 3.8% and a payout ratio of 113.60%.
• Analysts' ratings for Skyworks Solutions vary, with a consensus target price of $72.87 and 13 of them assigning a Hold rating, indicating mixed sentiment around the stock's performance.

Kera Capital Partners Inc. purchased a new stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS - Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 4,014 shares of the semiconductor manufacturer's stock, valued at approximately $299,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of SWKS. Pzena Investment Management LLC increased its stake in Skyworks Solutions by 37.9% during the 1st quarter. Pzena Investment Management LLC now owns 7,762,896 shares of the semiconductor manufacturer's stock valued at $501,716,000 after purchasing an additional 2,132,847 shares in the last quarter. Invesco Ltd. grew its stake in shares of Skyworks Solutions by 31.0% in the 1st quarter. Invesco Ltd. now owns 4,141,659 shares of the semiconductor manufacturer's stock worth $267,675,000 after acquiring an additional 979,962 shares in the last quarter. AQR Capital Management LLC grew its stake in shares of Skyworks Solutions by 89.3% in the 1st quarter. AQR Capital Management LLC now owns 1,197,742 shares of the semiconductor manufacturer's stock worth $76,416,000 after acquiring an additional 565,065 shares in the last quarter. Assenagon Asset Management S.A. grew its stake in shares of Skyworks Solutions by 1,844.2% in the 1st quarter. Assenagon Asset Management S.A. now owns 447,727 shares of the semiconductor manufacturer's stock worth $28,937,000 after acquiring an additional 424,698 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. grew its stake in shares of Skyworks Solutions by 8.0% in the 1st quarter. Charles Schwab Investment Management Inc. now owns 5,507,074 shares of the semiconductor manufacturer's stock worth $355,922,000 after acquiring an additional 408,577 shares in the last quarter. Institutional investors own 85.43% of the company's stock.

Analysts Set New Price Targets

Several analysts have recently issued reports on the stock. UBS Group upped their target price on shares of Skyworks Solutions from $65.00 to $75.00 and gave the stock a "neutral" rating in a research note on Monday, July 21st. Cfra Research upgraded shares of Skyworks Solutions to a "moderate sell" rating in a research note on Wednesday, August 6th. Citigroup upped their target price on shares of Skyworks Solutions from $63.00 to $66.00 and gave the stock a "sell" rating in a research note on Wednesday, August 6th. Wall Street Zen lowered shares of Skyworks Solutions from a "buy" rating to a "hold" rating in a research report on Monday, September 8th. Finally, The Goldman Sachs Group began coverage on shares of Skyworks Solutions in a research report on Thursday, July 10th. They set a "sell" rating and a $70.00 price target for the company. 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 assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of "Reduce" and a consensus target price of $72.87.

Skyworks Solutions Price Performance

SWKS opened at $74.46 on Friday. The firm has a market cap of $11.05 billion, a P/E ratio of 29.78, a PEG ratio of 1.67 and a beta of 1.17. The firm has a 50-day moving average of $73.44 and a 200 day moving average of $69.35. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.80 and a current ratio of 2.39. Skyworks Solutions, Inc. has a fifty-two week low of $47.93 and a fifty-two week high of $103.06.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) last released its quarterly earnings data on Tuesday, August 5th. The semiconductor manufacturer reported $1.33 EPS for the quarter, beating the consensus estimate of $1.24 by $0.09. The business had revenue of $965.00 million for the quarter, compared to the consensus estimate 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 was up 6.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.21 earnings per share. Skyworks Solutions has set its Q4 2025 guidance at 1.400-1.400 EPS. On average, research analysts expect that Skyworks Solutions, Inc. will post 3.7 EPS for the current year.

Skyworks Solutions Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 16th. Shareholders of record on Tuesday, August 26th will be issued a dividend of $0.71 per share. This represents a $2.84 annualized dividend and a yield of 3.8%. This is a boost from Skyworks Solutions's previous quarterly dividend of $0.70. The ex-dividend date of this dividend is Tuesday, August 26th. Skyworks Solutions's payout ratio is currently 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.

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