Empowered Funds LLC Grows Stock Holdings in Skyworks Solutions, Inc. $SWKS

Empowered Funds LLC grew its position in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS) by 550.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 200,949 shares of the semiconductor manufacturer’s stock after acquiring an additional 170,047 shares during the period. Empowered Funds LLC’s holdings in Skyworks Solutions were worth $10,761,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Pzena Investment Management LLC grew its stake in shares of Skyworks Solutions by 27.6% in the first quarter. Pzena Investment Management LLC now owns 16,108,138 shares of the semiconductor manufacturer’s stock worth $862,591,000 after purchasing an additional 3,481,658 shares during the last quarter. Norges Bank purchased a new position in Skyworks Solutions during the 4th quarter valued at about $121,304,000. FIL Ltd raised its position in Skyworks Solutions by 50.5% during the 4th quarter. FIL Ltd now owns 5,190,211 shares of the semiconductor manufacturer’s stock valued at $329,111,000 after purchasing an additional 1,742,338 shares during the last quarter. Capital Research Global Investors purchased a new stake in Skyworks Solutions in the 4th quarter worth approximately $102,279,000. Finally, First Trust Advisors LP lifted its holdings in Skyworks Solutions by 51.7% in the 1st quarter. First Trust Advisors LP now owns 2,218,826 shares of the semiconductor manufacturer’s stock worth $118,818,000 after buying an additional 756,280 shares during the period. 85.43% of the stock is currently owned by hedge funds and other institutional investors.

Skyworks Solutions Price Performance

Shares of SWKS stock opened at $62.48 on Friday. The stock has a market cap of $9.40 billion, a price-to-earnings ratio of 32.37 and a beta of 1.50. The business’s fifty day moving average is $68.73 and its 200 day moving average is $62.85. Skyworks Solutions, Inc. has a twelve month low of $51.93 and a twelve month high of $90.90. The company has a quick ratio of 1.70, a current ratio of 3.10 and a debt-to-equity ratio of 0.09.

Skyworks Solutions (NASDAQ:SWKS) last announced its quarterly earnings data on Tuesday, July 28th. The semiconductor manufacturer reported $1.08 EPS for the quarter, beating the consensus estimate of $1.03 by $0.05. The business had revenue of $934.80 million during the quarter, compared to analyst estimates of $925.97 million. Skyworks Solutions had a return on equity of 10.74% and a net margin of 7.23%.The company’s revenue for the quarter was down 3.1% on a year-over-year basis. During the same quarter last year, the firm posted $1.33 earnings per share. Skyworks Solutions has set its Q4 2026 guidance at 1.270-1.270 EPS. Research analysts expect that Skyworks Solutions, Inc. will post 3.62 EPS for the current fiscal year.

Skyworks Solutions Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Investors of record on Tuesday, May 26th were paid a $0.71 dividend. This represents a $2.84 annualized dividend and a dividend yield of 4.5%. The ex-dividend date was Tuesday, May 26th. Skyworks Solutions’s dividend payout ratio (DPR) is presently 117.84%.

More Skyworks Solutions News

Here are the key news stories impacting Skyworks Solutions this week:

• Positive Sentiment: Skyworks exceeded fiscal Q3 expectations, reporting adjusted EPS of $1.08 versus the $1.03 consensus and revenue of $934.8 million versus estimates of $926.0 million. Growth in the broad-markets business, including AI data-center demand, helped offset weakness in other end markets. SWKS Q3 Earnings Beat on Broad Markets, AI Data Center Growth
• Positive Sentiment: The company announced a $2 billion stock-repurchase program, which could support per-share results and signal management’s confidence in long-term cash generation. Skyworks Solutions Q3 2026 Earnings Call Highlights
• Positive Sentiment: Analysts view the pending combination with Qorvo favorably, citing potential scale, product breadth and cost synergies. The transaction provides a strategic catalyst despite near-term integration and execution risks. Skyworks’ Qorvo Deal Seen as Favorable
• Neutral Sentiment: Broker sentiment remains broadly cautious: Skyworks holds an average “Hold” recommendation. UBS raised its target to $70, while several firms—including JPMorgan, Morgan Stanley, RBC, Citi, Stifel and TD Cowen—lowered targets, generally retaining neutral or hold ratings. Skyworks Given Average Recommendation of Hold
• Negative Sentiment: Fiscal Q4 guidance points to weaker adjusted EPS, while revenue declined year over year in Q3 and margins remain under pressure. The company’s dividend suspension and uneven end-market trends are also weighing on the investment case. Dividend Suspension and Mixed End-Market Trends
• Negative Sentiment: Valuation analysis indicates SWKS is trading near estimated fair value rather than at a clear discount, limiting the potential for multiple expansion absent stronger growth. Skyworks Stock Trades Near Fair Value

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on SWKS. KeyCorp cut Skyworks Solutions from an “overweight” rating to a “sector weight” rating in a research note on Tuesday, July 14th. UBS Group raised their price target on Skyworks Solutions from $65.00 to $70.00 and gave the stock a “neutral” rating in a research note on Wednesday. Craig Hallum lifted their price target on shares of Skyworks Solutions from $75.00 to $85.00 in a report on Wednesday, May 6th. Barclays raised shares of Skyworks Solutions from an “equal weight” rating to an “overweight” rating and boosted their price objective for the company from $60.00 to $70.00 in a research report on Wednesday, April 22nd. Finally, Loop Capital upped their price objective on shares of Skyworks Solutions from $60.00 to $70.00 in a report on Wednesday, May 6th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, sixteen have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $74.22.

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.