Robeco Institutional Asset Management B.V. Grows Stock Position in Skyworks Solutions, Inc. $SWKS

Robeco Institutional Asset Management B.V. increased its stake in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 50.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 529,370 shares of the semiconductor manufacturer’s stock after buying an additional 177,656 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in Skyworks Solutions were worth $39,449,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Pzena Investment Management LLC raised its stake in shares of Skyworks Solutions by 37.9% in the first quarter. Pzena Investment Management LLC now owns 7,762,896 shares of the semiconductor manufacturer’s stock valued at $501,716,000 after acquiring an additional 2,132,847 shares during the period. Invesco Ltd. raised its position in Skyworks Solutions by 31.0% in the 1st quarter. Invesco Ltd. now owns 4,141,659 shares of the semiconductor manufacturer’s stock worth $267,675,000 after purchasing an additional 979,962 shares during the period. Kingstone Capital Partners Texas LLC bought a new stake in Skyworks Solutions in the second quarter worth about $67,841,000. AQR Capital Management LLC boosted its position in shares of Skyworks Solutions by 89.3% during the first quarter. AQR Capital Management LLC now owns 1,197,742 shares of the semiconductor manufacturer’s stock valued at $76,416,000 after buying an additional 565,065 shares during the period. Finally, Assenagon Asset Management S.A. boosted its position in shares of Skyworks Solutions by 1,844.2% during the first quarter. Assenagon Asset Management S.A. now owns 447,727 shares of the semiconductor manufacturer’s stock valued at $28,937,000 after buying an additional 424,698 shares during the period. 85.43% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on SWKS. Cfra Research upgraded Skyworks Solutions to a “moderate sell” rating in a report on Wednesday, August 6th. The Goldman Sachs Group started coverage on Skyworks Solutions in a research note on Thursday, July 10th. They issued a “sell” rating and a $70.00 target price on the stock. Wall Street Zen upgraded Skyworks Solutions from a “hold” rating to a “buy” rating in a research report on Friday. Arete Research upgraded shares of Skyworks Solutions to a “strong-buy” rating in a report on Thursday, August 14th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Skyworks Solutions in a research note on Saturday, September 27th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, fourteen have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and an average price target of $72.87.

Skyworks Solutions Price Performance

NASDAQ SWKS opened at $77.10 on Friday. The company has a market cap of $11.44 billion, a PE ratio of 30.84, a P/E/G ratio of 2.67 and a beta of 1.20. The firm’s 50 day moving average price is $74.50 and its 200-day moving average price is $70.32. 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 52-week low of $47.93 and a 52-week high of $101.50.

Skyworks Solutions (NASDAQ:SWKS) last issued its quarterly earnings data on Tuesday, August 5th. The semiconductor manufacturer reported $1.33 EPS for the quarter, topping analysts’ consensus estimates of $1.24 by $0.09. The company had revenue of $965.00 million during the quarter, compared to the consensus estimate of $940.00 million. Skyworks Solutions had a net margin of 9.88% and a return on equity of 11.77%. Skyworks Solutions’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.21 earnings per share. Skyworks Solutions has set its Q4 2025 guidance at 1.400-1.400 EPS. Sell-side analysts forecast that Skyworks Solutions, Inc. will post 3.7 EPS 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 issued a $0.71 dividend. The ex-dividend date was Tuesday, August 26th. This represents a $2.84 dividend on an annualized basis and a dividend yield of 3.7%. This is an increase from Skyworks Solutions’s previous quarterly dividend of $0.70. 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.