Robeco Institutional Asset Management B.V. Trims Stock Holdings in Skyworks Solutions, Inc. $SWKS

Key Points

• Robeco Institutional Asset Management trimmed its Skyworks stake by 81.5% in Q4, selling 547,630 shares and retaining 124,340 shares (about 0.08% of the company) valued at $7.884 million.
• Analyst sentiment is muted: the consensus rating is "Hold" with an average price target of $70.50, and several firms have recently lowered targets (e.g., Morgan Stanley to $68, Mizuho to $60) or downgraded ratings.
• Skyworks beat quarterly EPS estimates ($1.54 vs. $1.40) and reported $1.04B revenue (down 3.1% YoY), and it pays a quarterly dividend of $0.71 — a 4.9% yield with a payout ratio above 100% (109.23%).

Robeco Institutional Asset Management B.V. trimmed its holdings in Skyworks Solutions, Inc. (NASDAQ:SWKS - Free Report) by 81.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 124,340 shares of the semiconductor manufacturer's stock after selling 547,630 shares during the period. Robeco Institutional Asset Management B.V. owned approximately 0.08% of Skyworks Solutions worth $7,884,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also bought and sold shares of SWKS. Sound Income Strategies LLC grew its stake in Skyworks Solutions by 137.1% in the 4th quarter. Sound Income Strategies LLC now owns 486 shares of the semiconductor manufacturer's stock valued at $28,000 after buying an additional 281 shares in the last quarter. Financial Consulate Inc. purchased a new position in Skyworks Solutions in the 3rd quarter valued at approximately $29,000. CYBER HORNET ETFs LLC purchased a new position in shares of Skyworks Solutions during the 2nd quarter valued at $32,000. MUFG Securities EMEA plc purchased a new position in shares of Skyworks Solutions during the 2nd quarter valued at $33,000. Finally, Root Financial Partners LLC purchased a new position in shares of Skyworks Solutions during the 3rd quarter valued at $36,000. 85.43% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. Morgan Stanley reduced their price target on shares of Skyworks Solutions from $89.00 to $68.00 and set an "equal weight" rating for the company in a research report on Monday, February 2nd. Argus upgraded shares of Skyworks Solutions to a "hold" rating in a research report on Friday, February 6th. Wall Street Zen lowered shares of Skyworks Solutions from a "buy" rating to a "hold" rating in a research report on Saturday, January 10th. Mizuho reduced their price target on shares of Skyworks Solutions from $65.00 to $60.00 and set a "neutral" rating for the company in a research report on Monday, January 26th. Finally, Zacks Research lowered shares of Skyworks Solutions from a "strong-buy" rating to a "hold" rating in a research report on Monday, February 16th. One analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and an average price target of $70.50.

Skyworks Solutions Stock Up 1.1%

SWKS opened at $57.93 on Thursday. Skyworks Solutions, Inc. has a one year low of $51.93 and a one year high of $90.90. The company has a fifty day moving average price of $57.33 and a 200-day moving average price of $63.68. The firm has a market capitalization of $8.71 billion, a P/E ratio of 22.28 and a beta of 1.30. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.40 and a quick ratio of 1.80.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) last announced its earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.40 by $0.14. Skyworks Solutions had a net margin of 9.73% and a return on equity of 11.72%. The company had revenue of $1.04 billion during the quarter, compared to analyst estimates of $999.02 million. During the same period in the previous year, the business earned $1.60 earnings per share. The firm's quarterly revenue was down 3.1% compared to the same quarter last year. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. Equities research analysts expect that Skyworks Solutions, Inc. will post 3.7 earnings per share for the current fiscal year.

Skyworks Solutions Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 17th. Investors of record on Tuesday, February 24th were given a $0.71 dividend. The ex-dividend date was Tuesday, February 24th. This represents a $2.84 annualized dividend and a yield of 4.9%. Skyworks Solutions's payout ratio is 109.23%.

Skyworks Solutions Profile

Skyworks Solutions, Inc is a leading semiconductor company that designs and manufactures analog and mixed-signal semiconductors for use in radio frequency (RF) and mobile communications markets. The company's portfolio includes power amplifiers, front-end modules, switches, filters, low-noise amplifiers, and other components that enable wireless connectivity in smartphones, tablets, wearables, automotive telematics, and broadband infrastructure. With a focus on energy efficiency and integration, Skyworks serves a broad range of customers in the mobile, Internet of Things (IoT), automotive, connected home, and industrial end markets.

Headquartered in Irvine, California, Skyworks operates a network of design, development, and manufacturing facilities across North America, Europe, and the Asia-Pacific region.

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