Kera Capital Partners Inc. Makes New $299,000 Investment in 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. 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 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,014 shares of the semiconductor manufacturer's stock, valued at approximately $299,000.

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

Skyworks Solutions Price Performance

Skyworks Solutions stock traded down $0.80 during midday trading on Friday, reaching $76.23. The company had a trading volume of 515,642 shares, compared to its average volume of 3,319,568. The company has a market capitalization of $11.31 billion, a P/E ratio of 30.52, a P/E/G ratio of 1.67 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 firm's fifty day simple moving average is $73.22 and its 200-day simple moving average is $69.58. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.39 and a quick ratio of 1.80.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) last issued its quarterly earnings results on Tuesday, August 5th. The semiconductor manufacturer reported $1.33 earnings per share for the quarter, beating analysts' consensus estimates of $1.24 by $0.09. The firm had revenue of $965.00 million for 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%. Skyworks Solutions's quarterly revenue was up 6.6% compared to the same quarter last year. During the same period last year, the company posted $1.21 EPS. Skyworks Solutions has set its Q4 2025 guidance at 1.400-1.400 EPS. As a group, equities analysts anticipate that Skyworks Solutions, Inc. will post 3.7 EPS for the current year.

Skyworks Solutions Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 16th. Shareholders of record on Tuesday, August 26th were paid a $0.71 dividend. This is a positive change from Skyworks Solutions's previous quarterly dividend of $0.70. The ex-dividend date of this dividend was Tuesday, August 26th. This represents a $2.84 dividend on an annualized basis and a yield of 3.7%. Skyworks Solutions's dividend payout ratio is 113.60%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. Mizuho increased their price objective on Skyworks Solutions from $72.00 to $75.00 and gave the company a "neutral" rating in a report on Tuesday, July 1st. Cfra Research upgraded Skyworks Solutions to a "moderate sell" rating in a report on Wednesday, August 6th. UBS Group increased their price objective on Skyworks Solutions from $65.00 to $75.00 and gave the company a "neutral" rating in a report on Monday, July 21st. Arete Research raised Skyworks Solutions to a "strong-buy" rating in a research report on Thursday, August 14th. Finally, Susquehanna upped 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. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, thirteen have given a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Reduce" and an average price target 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.