Skyworks Solutions, Inc. $SWKS Shares Sold by Grantham Mayo Van Otterloo & Co. LLC

Grantham Mayo Van Otterloo & Co. LLC cut its stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS) by 65.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,862 shares of the semiconductor manufacturer’s stock after selling 74,267 shares during the quarter. Grantham Mayo Van Otterloo & Co. LLC’s holdings in Skyworks Solutions were worth $3,069,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. HUB Investment Partners LLC grew its stake in Skyworks Solutions by 103.5% during the 3rd quarter. HUB Investment Partners LLC now owns 7,374 shares of the semiconductor manufacturer’s stock worth $568,000 after buying an additional 3,751 shares during the last quarter. Crossmark Global Holdings Inc. boosted its holdings in shares of Skyworks Solutions by 326.3% during the third quarter. Crossmark Global Holdings Inc. now owns 19,163 shares of the semiconductor manufacturer’s stock valued at $1,475,000 after acquiring an additional 14,668 shares during the period. Orion Porfolio Solutions LLC boosted its holdings in shares of Skyworks Solutions by 7.0% during the third quarter. Orion Porfolio Solutions LLC now owns 10,363 shares of the semiconductor manufacturer’s stock valued at $798,000 after acquiring an additional 682 shares during the period. Dimensional Fund Advisors LP grew its position in shares of Skyworks Solutions by 14.5% during the third quarter. Dimensional Fund Advisors LP now owns 3,141,473 shares of the semiconductor manufacturer’s stock worth $241,829,000 after acquiring an additional 397,287 shares during the last quarter. Finally, Cresset Asset Management LLC grew its position in shares of Skyworks Solutions by 72.7% during the third quarter. Cresset Asset Management LLC now owns 26,803 shares of the semiconductor manufacturer’s stock worth $2,063,000 after acquiring an additional 11,284 shares during the last quarter. 85.43% of the stock is currently owned by institutional investors and hedge funds.

Skyworks Solutions Stock Performance

Shares of SWKS opened at $54.93 on Wednesday. The firm has a market capitalization of $8.26 billion, a PE ratio of 21.13 and a beta of 1.30. The company has a quick ratio of 1.80, a current ratio of 2.40 and a debt-to-equity ratio of 0.09. The firm has a 50-day moving average price of $59.60 and a 200 day moving average price of $67.45. Skyworks Solutions, Inc. has a 52-week low of $47.93 and a 52-week high of $90.90.

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

Skyworks Solutions Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Investors of record on Tuesday, February 24th will be issued a dividend of $0.71 per share. The ex-dividend date of this dividend is Tuesday, February 24th. This represents a $2.84 annualized dividend and a yield of 5.2%. Skyworks Solutions’s payout ratio is presently 109.23%.

Analyst Ratings Changes

Several analysts recently weighed in on the stock. UBS Group cut their price objective on shares of Skyworks Solutions from $63.00 to $58.00 and set a “neutral” rating on the stock in a research report on Wednesday, February 4th. TD Cowen decreased their target price 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. Argus upgraded shares of Skyworks Solutions to a “hold” rating in a research note on Friday, February 6th. JPMorgan Chase & Co. cut their price target on Skyworks Solutions from $74.00 to $65.00 and set a “neutral” rating on the stock in a report on Wednesday, February 4th. Finally, Wall Street Zen lowered 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 assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Skyworks Solutions presently has a consensus rating of “Hold” and an average price target of $70.50.

About Skyworks Solutions

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.