Skyworks Solutions, Inc. $SWKS Shares Purchased by Dimensional Fund Advisors LP

Key Points

• Dimensional Fund Advisors boosted its Skyworks stake by 14.5%, adding 397,287 shares to hold 3,141,473 shares (about 2.12% ownership) valued at roughly $241.8 million.
• Skyworks reported a quarterly EPS of $1.54 versus a $1.40 estimate and revenue of $1.04 billion (down 3.1% year‑over‑year), and set Q2 2026 EPS guidance at 1.040.
• The company announced a quarterly dividend of $0.71 (annualized $2.84, ~5.2% yield), though the dividend payout ratio is high at 109.23%, which could raise sustainability concerns.

Dimensional Fund Advisors LP boosted its holdings in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS - Free Report) by 14.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 3,141,473 shares of the semiconductor manufacturer's stock after purchasing an additional 397,287 shares during the period. Dimensional Fund Advisors LP owned about 2.12% of Skyworks Solutions worth $241,829,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in SWKS. United Services Automobile Association acquired a new position in shares of Skyworks Solutions in the 1st quarter valued at about $236,000. Focus Partners Wealth grew its holdings in Skyworks Solutions by 99.0% during the first quarter. Focus Partners Wealth now owns 9,451 shares of the semiconductor manufacturer's stock worth $611,000 after acquiring an additional 4,702 shares during the period. Assetmark Inc. grew its holdings in Skyworks Solutions by 130.8% during the second quarter. Assetmark Inc. now owns 1,590 shares of the semiconductor manufacturer's stock worth $118,000 after acquiring an additional 901 shares during the period. Bank of New York Mellon Corp raised its position in Skyworks Solutions by 3.6% during the second quarter. Bank of New York Mellon Corp now owns 1,619,940 shares of the semiconductor manufacturer's stock valued at $120,718,000 after acquiring an additional 55,655 shares in the last quarter. Finally, Atlantic Union Bankshares Corp purchased a new position in Skyworks Solutions during the second quarter valued at approximately $28,000. 85.43% of the stock is owned by hedge funds and other institutional investors.

Skyworks Solutions Price Performance

Shares of NASDAQ SWKS opened at $54.90 on Friday. The company has a debt-to-equity ratio of 0.09, a quick ratio of 1.80 and a current ratio of 2.40. The firm has a fifty day moving average of $59.97 and a 200 day moving average of $67.79. The firm has a market cap of $8.26 billion, a PE ratio of 21.12 and a beta of 1.30. Skyworks Solutions, Inc. has a one year low of $47.93 and a one year high of $90.90.

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, beating 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 business had revenue of $1.04 billion for the quarter, compared to analyst estimates of $999.02 million. During the same quarter last year, the business earned $1.60 earnings per share. The company's revenue for the quarter 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. As a group, research analysts predict that Skyworks Solutions, Inc. will post 3.7 EPS for the current fiscal year.

Skyworks Solutions Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Stockholders of record on Tuesday, February 24th will be given a $0.71 dividend. This represents a $2.84 annualized dividend and a dividend yield of 5.2%. The ex-dividend date is Tuesday, February 24th. Skyworks Solutions's dividend payout ratio (DPR) is 109.23%.

Analyst Ratings Changes

Several research firms have commented on SWKS. Mizuho lowered their price objective on Skyworks Solutions from $65.00 to $60.00 and set a "neutral" rating on the stock in a research report on Monday, January 26th. Citigroup cut their target price on shares of Skyworks Solutions from $80.00 to $63.00 and set a "neutral" rating for the company in a report on Wednesday, February 4th. TD Cowen lowered their price target on shares of Skyworks Solutions from $75.00 to $65.00 and set a "hold" rating on the stock in a report on Wednesday, February 4th. Zacks Research lowered shares of Skyworks Solutions from a "strong-buy" rating to a "hold" rating in a research report on Monday, February 16th. Finally, Wall Street Zen cut shares of Skyworks Solutions from a "buy" rating to a "hold" rating in a report on Saturday, January 10th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, eighteen have given a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and an average target price of $70.50.

Skyworks Solutions Company 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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