Howe & Rusling Inc. Sells 10,029 Shares of Skyworks Solutions, Inc. $SWKS

Howe & Rusling Inc. decreased its stake in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 39.4% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,437 shares of the semiconductor manufacturer’s stock after selling 10,029 shares during the quarter. Howe & Rusling Inc.’s holdings in Skyworks Solutions were worth $1,188,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Pzena Investment Management LLC grew its holdings in shares of Skyworks Solutions by 57.3% in the 2nd quarter. Pzena Investment Management LLC now owns 12,207,643 shares of the semiconductor manufacturer’s stock worth $909,714,000 after purchasing an additional 4,444,747 shares during the last quarter. Norges Bank acquired a new position in Skyworks Solutions in the second quarter valued at about $140,807,000. Rafferty Asset Management LLC boosted its position in Skyworks Solutions by 52.1% in the second quarter. Rafferty Asset Management LLC now owns 2,024,243 shares of the semiconductor manufacturer’s stock valued at $150,847,000 after buying an additional 693,379 shares in the last quarter. Worldquant Millennium Advisors LLC bought a new stake in Skyworks Solutions during the second quarter worth about $48,434,000. Finally, Amundi increased its holdings in shares of Skyworks Solutions by 57.3% during the second quarter. Amundi now owns 1,301,991 shares of the semiconductor manufacturer’s stock worth $95,873,000 after buying an additional 474,131 shares in the last quarter. 85.43% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Skyworks Solutions

In related news, EVP Reza Kasnavi sold 7,332 shares of Skyworks Solutions stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $62.26, for a total transaction of $456,490.32. Following the completion of the sale, the executive vice president directly owned 26,087 shares of the company’s stock, valued at $1,624,176.62. The trade was a 21.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Robert John Terry sold 4,945 shares of the company’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $62.28, for a total value of $307,974.60. Following the completion of the sale, the senior vice president owned 19,824 shares of the company’s stock, valued at $1,234,638.72. This represents a 19.96% decrease in their position. The SEC filing for this sale provides additional information. 0.28% of the stock is owned by company insiders.

Skyworks Solutions Trading Up 5.5%

Shares of SWKS opened at $59.03 on Thursday. The stock’s fifty day simple moving average is $62.80 and its 200-day simple moving average is $69.54. The firm has a market capitalization of $8.85 billion, a PE ratio of 22.70 and a beta of 1.33. Skyworks Solutions, Inc. has a 12-month low of $47.93 and a 12-month high of $90.90. The company has a quick ratio of 1.76, a current ratio of 2.33 and a debt-to-equity ratio of 0.09.

Skyworks Solutions (NASDAQ:SWKS) last announced its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.54 earnings per share for the quarter, topping the consensus estimate of $1.40 by $0.14. Skyworks Solutions had a return on equity of 11.71% and a net margin of 9.73%.The firm had revenue of $1.04 billion during the quarter, compared to analysts’ expectations of $999.02 million. During the same period in the previous year, the business posted $1.60 EPS. The company’s quarterly revenue was down 3.1% compared to the same quarter last year. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. As a group, research analysts predict that Skyworks Solutions, Inc. will post 3.7 earnings per share for the current year.

Skyworks Solutions Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, February 24th will be given a dividend of $0.71 per share. The ex-dividend date is Tuesday, February 24th. This represents a $2.84 annualized dividend and a dividend yield of 4.8%. Skyworks Solutions’s payout ratio is presently 109.23%.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on SWKS shares. Loop Capital reduced their target price on Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating on the stock in a report on Friday, January 2nd. Zacks Research raised Skyworks Solutions from a “hold” rating to a “strong-buy” rating in a research note on Friday, January 16th. Cfra Research upgraded Skyworks Solutions from a “moderate sell” rating to a “hold” rating in a report on Tuesday, October 28th. Stifel Nicolaus restated a “hold” rating and issued a $65.00 target price (down from $72.00) on shares of Skyworks Solutions in a research note on Wednesday. Finally, Citigroup reduced their price target on shares of Skyworks Solutions from $80.00 to $63.00 and set a “neutral” rating on the stock in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, three have given a Buy rating, nineteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $70.70.

More Skyworks Solutions News

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

• Positive Sentiment: Q1 results and guidance beat: SWKS reported Q1 EPS $1.54 vs. $1.40 consensus and revenue $1.04B vs. ~$999M expected; management guided Q2 to $1.04 EPS (vs. $0.82 consensus) and revenue $875–925M (above consensus). This combination of an earnings beat plus materially stronger guidance is the primary bullish driver. Skyworks Solutions forecasts upbeat earnings as 5G adoption lifts chip demand
• Positive Sentiment: Demand signal from Apple/phones: Analysts and the conference call highlighted strong iPhone-related and 5G handset demand supporting results — a positive signal for near-term chip volumes. Skyworks’ solid results, outlook reflect strong iPhone demand: analysts
• Positive Sentiment: Dividend yield: Skyworks declared a $0.71 quarterly dividend (ex‑dividend Feb. 24), implying a ~4.8% yield — supports income investors and can underpin the share price during near-term volatility.
• Neutral Sentiment: Analyst sentiment roundup: Some outlets note broad analyst bullishness on select tech names including SWKS, but opinions vary across firms — reads as positive context but not a uniform upgrade. Analysts Are Bullish on These Technology Stocks: Western Digital (WDC), Skyworks Solutions (SWKS)
• Neutral Sentiment: Company commentary/transcript availability: The earnings call transcript and highlights are available for investors reviewing drivers (mix, inventories, channel), useful for modeling but not new market-moving facts by themselves. Skyworks SWKS Q1 2026 Earnings Call Transcript
• Negative Sentiment: Price-target cuts and notes of caution: Multiple firms trimmed price targets (TD Cowen to $65, Citi to $63, JPM to $65) or lowered expectations (Morgan Stanley), keeping many ratings at neutral/hold — this tempers upside and may cap the rally if investors focus on lowered targets. TD Cowen adjusts Skyworks Solutions PT Citigroup adjusts Skyworks Solutions PT
• Negative Sentiment: Inventory and y/y revenue softness: Despite the beat, revenue declined ~3% y/y and some reports flagged higher inventory — risks to near-term margin/release cadence if channel digestion occurs. Skyworks surprising with strong Q4 but inventory levels increase

Skyworks Solutions Company 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.