Gallacher Capital Management LLC Makes New Investment in Skyworks Solutions, Inc. $SWKS

Gallacher Capital Management LLC acquired a new stake in Skyworks Solutions, Inc. (NASDAQ:SWKS) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 9,691 shares of the semiconductor manufacturer’s stock, valued at approximately $519,000.

Several other large investors have also recently made changes to their positions in SWKS. Quest 10 Wealth Builders Inc. raised its stake in shares of Skyworks Solutions by 488.6% during the 4th quarter. Quest 10 Wealth Builders Inc. now owns 412 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 342 shares during the period. Sound Income Strategies LLC grew its position in Skyworks Solutions by 137.1% during the fourth quarter. Sound Income Strategies LLC now owns 486 shares of the semiconductor manufacturer’s stock valued at $28,000 after buying an additional 281 shares during the period. AdvisorNet Financial Inc grew its position in Skyworks Solutions by 93.8% during the first quarter. AdvisorNet Financial Inc now owns 531 shares of the semiconductor manufacturer’s stock valued at $28,000 after buying an additional 257 shares during the period. Fideuram Asset Management Ireland dac purchased a new stake in Skyworks Solutions during the fourth quarter worth about $29,000. Finally, CYBER HORNET ETFs LLC purchased a new stake in Skyworks Solutions during the second quarter worth about $32,000. 85.43% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Barclays upgraded shares of Skyworks Solutions from an “equal weight” rating to an “overweight” rating and boosted their target price for the company from $60.00 to $70.00 in a research note on Wednesday, April 22nd. Royal Bank Of Canada raised their price target on shares of Skyworks Solutions from $72.00 to $80.00 and gave the stock a “sector perform” rating in a research note on Tuesday, June 23rd. Mizuho reaffirmed an “underperform” rating and issued a $46.00 price target (down from $60.00) on shares of Skyworks Solutions in a report on Monday, April 20th. Stifel Nicolaus upped their price objective on Skyworks Solutions from $65.00 to $75.00 and gave the company a “hold” rating in a research note on Wednesday, May 6th. Finally, Citigroup raised their target price on Skyworks Solutions from $63.00 to $77.00 and gave the stock a “neutral” rating in a research report on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, sixteen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $77.47.

Skyworks Solutions Stock Performance

NASDAQ:SWKS opened at $59.35 on Friday. The stock has a market cap of $8.93 billion, a P/E ratio of 24.63 and a beta of 1.50. The company has a quick ratio of 1.70, a current ratio of 2.38 and a debt-to-equity ratio of 0.09. The business’s 50-day moving average price is $70.13 and its two-hundred day moving average price is $62.93. Skyworks Solutions, Inc. has a twelve month low of $51.93 and a twelve month high of $90.90.

Skyworks Solutions (NASDAQ:SWKS) last issued its quarterly earnings data on Tuesday, May 5th. The semiconductor manufacturer reported $1.15 EPS for the quarter, topping the consensus estimate of $1.04 by $0.11. The company had revenue of $943.70 million during the quarter, compared to analyst estimates of $901.76 million. Skyworks Solutions had a return on equity of 11.52% and a net margin of 8.93%.Skyworks Solutions’s revenue was down 1.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.24 earnings per share. Skyworks Solutions has set its Q3 2026 guidance at 1.030-1.030 EPS. As a group, equities analysts predict that Skyworks Solutions, Inc. will post 3.62 EPS for the current fiscal year.

Skyworks Solutions Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, June 16th. Stockholders of record on Tuesday, May 26th were issued a $0.71 dividend. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $2.84 dividend on an annualized basis and a dividend yield of 4.8%. Skyworks Solutions’s dividend payout ratio is presently 117.84%.

More Skyworks Solutions News

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

• Positive Sentiment: Articles from Yahoo Finance and Zacks say Skyworks has an impressive history of earnings beats and appears likely to top estimates again next quarter, reinforcing optimism around the stock ahead of earnings. Will Skyworks (SWKS) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: KeyCorp published a set of fresh estimates for Skyworks, including FY2026 EPS of $3.64 and FY2027 EPS of $3.85, while keeping a Sector Weight rating. The updated forecasts suggest analysts are still modeling gradual improvement, but not a major bullish re-rating. KeyCorp estimates and rating update
• Negative Sentiment: Other coverage points to recent pressure on Skyworks shares after a KeyBanc downgrade, with concerns around growth challenges, margin pressure, and customer concentration risks. What Skyworks Solutions (SWKS)’s Q3 2026 Earnings and KeyBanc Downgrade Mean For Shareholders

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.