Skyworks Solutions, Inc. $SWKS Shares Sold by Naples Global Advisors LLC

Key Points

• Naples Global Advisors LLC reduced its stake in Skyworks Solutions by 50.1% in Q2, now holding 3,631 shares valued at $271,000.
• Several institutional investors have notably increased their holdings in Skyworks, with GAMMA Investing LLC boosting theirs by 7,713% in Q1, accumulating 255,095 shares.
• Skyworks Solutions reported $1.33 EPS in its latest earnings, exceeding estimates, and has increased its quarterly dividend to $0.71, reflecting a 3.7% yield.

Naples Global Advisors LLC trimmed its holdings in Skyworks Solutions, Inc. (NASDAQ:SWKS - Free Report) by 50.1% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,631 shares of the semiconductor manufacturer's stock after selling 3,639 shares during the quarter. Naples Global Advisors LLC's holdings in Skyworks Solutions were worth $271,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of SWKS. GAMMA Investing LLC boosted its holdings in shares of Skyworks Solutions by 7,713.0% in the first quarter. GAMMA Investing LLC now owns 255,095 shares of the semiconductor manufacturer's stock valued at $16,487,000 after acquiring an additional 251,830 shares during the period. Rhumbline Advisers boosted its holdings in shares of Skyworks Solutions by 13.3% in the first quarter. Rhumbline Advisers now owns 405,376 shares of the semiconductor manufacturer's stock valued at $26,199,000 after acquiring an additional 47,585 shares during the period. NBC Securities Inc. boosted its holdings in shares of Skyworks Solutions by 113,966.7% in the first quarter. NBC Securities Inc. now owns 3,422 shares of the semiconductor manufacturer's stock valued at $221,000 after acquiring an additional 3,419 shares during the period. Merit Financial Group LLC acquired a new stake in shares of Skyworks Solutions in the first quarter valued at approximately $415,000. Finally, Vest Financial LLC boosted its holdings in shares of Skyworks Solutions by 153.7% in the first quarter. Vest Financial LLC now owns 8,080 shares of the semiconductor manufacturer's stock valued at $522,000 after acquiring an additional 4,895 shares during the period. 85.43% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

SWKS has been the subject of several research analyst reports. 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. Arete Research raised Skyworks Solutions to a "strong-buy" rating in a report on Thursday, August 14th. Cfra Research raised Skyworks Solutions to a "moderate sell" rating in a report on Wednesday, August 6th. 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 for the company. Finally, Weiss Ratings reaffirmed a "hold (c-)" rating on shares of Skyworks Solutions in a report on Saturday, September 27th. One investment analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, fourteen have issued a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Reduce" and an average target price of $72.87.

Skyworks Solutions Trading Down 0.3%

NASDAQ:SWKS opened at $77.10 on Friday. The stock has a fifty day moving average price of $74.50 and a two-hundred day moving average price of $70.32. The stock has a market capitalization of $11.44 billion, a price-to-earnings ratio of 30.84, a PEG ratio of 2.67 and a beta of 1.20. 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 1 year low of $47.93 and a 1 year high of $101.50.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) last released its quarterly earnings data on Tuesday, August 5th. The semiconductor manufacturer reported $1.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.24 by $0.09. The firm had revenue of $965.00 million during the quarter, compared to analysts' expectations of $940.00 million. Skyworks Solutions had a return on equity of 11.77% and a net margin of 9.88%.Skyworks Solutions's revenue was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.21 earnings per share. Skyworks Solutions has set its Q4 2025 guidance at 1.400-1.400 EPS. As a group, sell-side analysts anticipate that Skyworks Solutions, Inc. will post 3.7 earnings per share for the current fiscal year.

Skyworks Solutions Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 16th. Stockholders of record on Tuesday, August 26th were given a $0.71 dividend. This is an increase from Skyworks Solutions's previous quarterly dividend of $0.70. This represents a $2.84 dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date was Tuesday, August 26th. Skyworks Solutions's dividend payout ratio (DPR) is 113.60%.

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.

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