MBB Public Markets I LLC Makes New Investment in Skyworks Solutions, Inc. $SWKS

Key Points

• MBB Public Markets I LLC acquired 4,570 shares of Skyworks Solutions, Inc., valued at approximately $295,000, marking a new investment in the semiconductor manufacturer during the 1st quarter.
• Skyworks Solutions recently increased its quarterly dividend from $0.70 to $0.71 per share, resulting in a dividend yield of 3.8% with a payout ratio of 113.60%.
• Analyst ratings for Skyworks Solutions show a mix of sentiments, with one "Strong Buy," one "Buy," thirteen "Hold," and four "Sell" ratings, and an average target price of $72.87.

MBB Public Markets I LLC acquired a new position in Skyworks Solutions, Inc. (NASDAQ:SWKS - Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 4,570 shares of the semiconductor manufacturer's stock, valued at approximately $295,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in SWKS. Mattson Financial Services LLC purchased a new position in shares of Skyworks Solutions during the 4th quarter worth $37,000. MassMutual Private Wealth & Trust FSB lifted its position in Skyworks Solutions by 60.1% during the first quarter. MassMutual Private Wealth & Trust FSB now owns 594 shares of the semiconductor manufacturer's stock valued at $38,000 after purchasing an additional 223 shares in the last quarter. Brown Lisle Cummings Inc. grew its holdings in Skyworks Solutions by 450.7% during the first quarter. Brown Lisle Cummings Inc. now owns 771 shares of the semiconductor manufacturer's stock valued at $50,000 after purchasing an additional 631 shares during the period. Costello Asset Management INC increased its position in Skyworks Solutions by 61.1% in the first quarter. Costello Asset Management INC now owns 791 shares of the semiconductor manufacturer's stock worth $51,000 after buying an additional 300 shares in the last quarter. Finally, Ameriflex Group Inc. bought a new position in shares of Skyworks Solutions in the fourth quarter worth about $71,000. 85.43% of the stock is owned by hedge funds and other institutional investors.

Skyworks Solutions Trading Up 0.4%

Shares of NASDAQ SWKS traded up $0.26 during midday trading on Wednesday, hitting $74.48. The company's stock had a trading volume of 357,814 shares, compared to its average volume of 3,323,702. Skyworks Solutions, Inc. has a 12-month low of $47.93 and a 12-month high of $101.50. 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 firm has a market cap of $11.06 billion, a P/E ratio of 29.79, a price-to-earnings-growth ratio of 1.63 and a beta of 1.17. The business's 50 day moving average is $73.30 and its two-hundred day moving average is $69.46.

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 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 firm had revenue of $965.00 million during the quarter, compared to the consensus estimate of $940.00 million. During the same quarter in the previous year, the firm posted $1.21 earnings per share. The company's revenue was up 6.6% on a year-over-year basis. Skyworks Solutions has set its Q4 2025 guidance at 1.400-1.400 EPS. As a group, equities research analysts expect that Skyworks Solutions, Inc. will post 3.7 EPS for the current year.

Skyworks Solutions Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 16th. Investors of record on Tuesday, August 26th were given a dividend of $0.71 per share. The ex-dividend date of this dividend was Tuesday, August 26th. This is a positive change from Skyworks Solutions's previous quarterly dividend of $0.70. This represents a $2.84 dividend on an annualized basis and a yield of 3.8%. Skyworks Solutions's dividend payout ratio is currently 113.60%.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. Citigroup increased their target price on shares of Skyworks Solutions from $63.00 to $66.00 and gave the stock a "sell" rating in a report on Wednesday, August 6th. Mizuho increased their price objective on shares of Skyworks Solutions from $72.00 to $75.00 and gave the stock a "neutral" rating in a research note on Tuesday, July 1st. Arete Research upgraded shares of Skyworks Solutions to a "strong-buy" rating in a research note on Thursday, August 14th. Cfra Research raised shares of Skyworks Solutions to a "moderate sell" rating in a report on Wednesday, August 6th. Finally, The Goldman Sachs Group assumed coverage on Skyworks Solutions in a report on Thursday, July 10th. They set a "sell" rating and a $70.00 price target on the stock. One investment analyst has rated the stock with a Strong Buy rating, one has assigned 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 company presently has a consensus rating of "Reduce" and an average target price of $72.87.

Skyworks Solutions Company 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.