OFI Invest Asset Management Takes $19.40 Million Position in Skyworks Solutions, Inc. $SWKS

OFI Invest Asset Management acquired a new stake in Skyworks Solutions, Inc. (NASDAQ:SWKS) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 306,000 shares of the semiconductor manufacturer’s stock, valued at approximately $19,403,000.

Other large investors also recently modified their holdings of the company. Financial Consulate Inc. bought a new position in shares of Skyworks Solutions in the third quarter valued at about $29,000. CYBER HORNET ETFs LLC acquired a new position in shares of Skyworks Solutions in the second quarter valued at about $32,000. MUFG Securities EMEA plc acquired a new position in shares of Skyworks Solutions in the second quarter valued at about $33,000. Root Financial Partners LLC acquired a new position in shares of Skyworks Solutions in the third quarter valued at about $36,000. Finally, Sound Income Strategies LLC grew its stake in shares of Skyworks Solutions by 137.1% in the fourth quarter. Sound Income Strategies LLC now owns 486 shares of the semiconductor manufacturer’s stock valued at $28,000 after acquiring an additional 281 shares in the last quarter. 85.43% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities analysts recently commented on SWKS shares. Benchmark restated a “hold” rating on shares of Skyworks Solutions in a research note on Wednesday, February 4th. Susquehanna decreased their price target on shares of Skyworks Solutions from $75.00 to $65.00 and set a “neutral” rating on the stock in a research note on Thursday, January 22nd. Craig Hallum decreased their price target on shares of Skyworks Solutions from $85.00 to $75.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. Zacks Research downgraded shares of Skyworks Solutions from a “strong-buy” rating to a “hold” rating in a research note on Monday, February 16th. Finally, TD Cowen decreased their price target on shares of Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating on the stock in a research note on Wednesday, February 4th. One 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, Skyworks Solutions presently has an average rating of “Hold” and a consensus target price of $70.50.

Skyworks Solutions Trading Up 2.7%

Shares of Skyworks Solutions stock opened at $56.54 on Thursday. The company has a market capitalization of $8.50 billion, a price-to-earnings ratio of 21.75 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. Skyworks Solutions, Inc. has a 12-month low of $49.13 and a 12-month high of $90.90. The firm’s 50-day moving average price is $57.30 and its two-hundred day moving average price is $64.52.

Skyworks Solutions (NASDAQ:SWKS) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.40 by $0.14. The firm 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%. The business’s revenue for the quarter was down 3.1% on a year-over-year basis. During the same period in the prior year, the company posted $1.60 earnings per share. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. On average, analysts forecast that Skyworks Solutions, Inc. will post 3.7 earnings per share for the current fiscal year.

Skyworks Solutions Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 17th. Shareholders of record on Tuesday, February 24th were paid a dividend of $0.71 per share. This represents a $2.84 dividend on an annualized basis and a yield of 5.0%. The ex-dividend date was Tuesday, February 24th. Skyworks Solutions’s dividend payout ratio is presently 109.23%.

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.