Vanguard Group Inc. Has $1.34 Billion Stake in Skyworks Solutions, Inc. $SWKS

Key Points

• Vanguard Group increased its stake in Skyworks by 1.9% in Q4 to 21,103,896 shares worth $1.34 billion, representing about 14.08% ownership.
• Skyworks beat Q4 estimates with EPS of $1.54 (vs. $1.40 expected) on $1.04 billion revenue and set Q2 2026 guidance at $1.04 EPS, while analysts expect about 3.25 EPS for the year.
• The company recently paid a $0.71 quarterly dividend (a 4.0% yield) but has a high dividend payout ratio of 109%, and the stock trades with a market cap of $10.55 billion and a PE of ~27.

Vanguard Group Inc. grew its stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS - Free Report) by 1.9% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 21,103,896 shares of the semiconductor manufacturer's stock after purchasing an additional 389,168 shares during the period. Vanguard Group Inc. owned about 14.08% of Skyworks Solutions worth $1,338,198,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Pzena Investment Management LLC boosted its position in shares of Skyworks Solutions by 0.5% during the third quarter. Pzena Investment Management LLC now owns 12,272,162 shares of the semiconductor manufacturer's stock valued at $944,711,000 after buying an additional 64,519 shares during the last quarter. Invesco Ltd. raised its position in Skyworks Solutions by 4.0% in the 3rd quarter. Invesco Ltd. now owns 4,381,560 shares of the semiconductor manufacturer's stock valued at $337,292,000 after buying an additional 168,663 shares during the last quarter. Dimensional Fund Advisors LP lifted its stake in Skyworks Solutions by 14.5% during the 3rd quarter. Dimensional Fund Advisors LP now owns 3,141,473 shares of the semiconductor manufacturer's stock valued at $241,829,000 after acquiring an additional 397,287 shares in the last quarter. Bank of New York Mellon Corp lifted its stake in Skyworks Solutions by 26.9% during the 3rd quarter. Bank of New York Mellon Corp now owns 2,056,313 shares of the semiconductor manufacturer's stock valued at $158,295,000 after acquiring an additional 436,373 shares in the last quarter. Finally, Rafferty Asset Management LLC boosted its holdings in Skyworks Solutions by 52.1% during the 2nd quarter. Rafferty Asset Management LLC now owns 2,024,243 shares of the semiconductor manufacturer's stock worth $150,847,000 after acquiring an additional 693,379 shares during the last quarter. 85.43% of the stock is owned by hedge funds and other institutional investors.

Skyworks Solutions Trading Up 12.0%

Shares of Skyworks Solutions stock opened at $70.17 on Friday. The firm has a market cap of $10.55 billion, a PE ratio of 26.99 and a beta of 1.30. Skyworks Solutions, Inc. has a 1 year low of $51.93 and a 1 year high of $90.90. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.40 and a quick ratio of 1.80. The stock has a fifty day moving average price of $57.35 and a 200-day moving average price of $62.72.

Skyworks Solutions (NASDAQ:SWKS - Get Free Report) last posted its quarterly earnings results on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share 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 company had revenue of $1.04 billion during the quarter, compared to analyst estimates of $999.02 million. During the same quarter in the prior year, the business earned $1.60 earnings per share. The firm's revenue for the quarter was down 3.1% on a year-over-year basis. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. Equities research analysts anticipate that Skyworks Solutions, Inc. will post 3.25 EPS for the current year.

Skyworks Solutions Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 17th. Stockholders of record on Tuesday, February 24th were paid a dividend of $0.71 per share. The ex-dividend date was Tuesday, February 24th. This represents a $2.84 annualized dividend and a dividend yield of 4.0%. Skyworks Solutions's dividend payout ratio (DPR) is presently 109.23%.

Analysts Set New Price Targets

Several research firms have recently issued reports on SWKS. Royal Bank Of Canada started coverage on shares of Skyworks Solutions in a research note on Wednesday, January 14th. They issued a "sector perform" rating and a $65.00 target price for the company. BNP Paribas Exane dropped their price target on shares of Skyworks Solutions from $73.00 to $60.00 and set a "neutral" rating on the stock in a research report on Wednesday, January 21st. Craig Hallum cut their price target on shares of Skyworks Solutions from $85.00 to $75.00 and set a "buy" rating on the stock in a report on Wednesday, February 4th. TD Cowen reduced their price objective on shares of Skyworks Solutions from $75.00 to $65.00 and set a "hold" rating for the company in a research report on Wednesday, February 4th. Finally, Wall Street Zen lowered shares of Skyworks Solutions from a "buy" rating to a "hold" rating in a research note on Saturday, January 10th. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, sixteen have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Hold" and an average price target of $70.28.

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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