Rockefeller Capital Management L.P. Has $914,000 Stock Holdings in Skyworks Solutions, Inc. $SWKS

Rockefeller Capital Management L.P. cut its holdings in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 12.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,266 shares of the semiconductor manufacturer’s stock after selling 1,809 shares during the period. Rockefeller Capital Management L.P.’s holdings in Skyworks Solutions were worth $914,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the stock. Park Place Capital Corp increased its stake in shares of Skyworks Solutions by 62.1% in the second quarter. Park Place Capital Corp now owns 368 shares of the semiconductor manufacturer’s stock worth $28,000 after purchasing an additional 141 shares during the period. Atlantic Union Bankshares Corp acquired a new stake in Skyworks Solutions in the 2nd quarter valued at approximately $28,000. Clearstead Trust LLC increased its position in Skyworks Solutions by 200.0% in the 2nd quarter. Clearstead Trust LLC now owns 411 shares of the semiconductor manufacturer’s stock worth $31,000 after buying an additional 274 shares during the period. Parkside Financial Bank & Trust lifted its holdings in shares of Skyworks Solutions by 98.6% during the second quarter. Parkside Financial Bank & Trust now owns 437 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 217 shares during the last quarter. Finally, CVA Family Office LLC boosted its position in shares of Skyworks Solutions by 424.1% in the second quarter. CVA Family Office LLC now owns 566 shares of the semiconductor manufacturer’s stock valued at $42,000 after acquiring an additional 458 shares during the period. Institutional investors own 85.43% of the company’s stock.

Insider Buying and Selling

In other news, EVP Reza Kasnavi sold 7,332 shares of the company’s stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $62.26, for a total value 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. This represents a 21.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, SVP Robert John Terry sold 4,945 shares of the company’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $62.28, for a total transaction of $307,974.60. Following the completion of the sale, the senior vice president directly owned 19,824 shares of the company’s stock, valued at $1,234,638.72. The trade was a 19.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.28% of the company’s stock.

Skyworks Solutions Price Performance

Shares of Skyworks Solutions stock opened at $65.34 on Thursday. The stock has a market capitalization of $9.71 billion, a price-to-earnings ratio of 26.14 and a beta of 1.21. The firm’s 50-day moving average price is $73.21 and its two-hundred day moving average price is $73.09. The company has a current ratio of 2.39, a quick ratio of 1.80 and a debt-to-equity ratio of 0.09. Skyworks Solutions, Inc. has a 1-year low of $47.93 and a 1-year high of $95.46.

Skyworks Solutions (NASDAQ:SWKS) last posted its quarterly earnings data on Tuesday, November 4th. The semiconductor manufacturer reported $1.76 EPS for the quarter, topping analysts’ consensus estimates of $1.53 by $0.23. The company had revenue of $1.10 billion for the quarter. Skyworks Solutions had a return on equity of 11.77% and a net margin of 9.88%.Skyworks Solutions’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.55 EPS. Skyworks Solutions has set its Q1 2026 guidance at 1.400-1.400 EPS. On average, equities analysts predict that Skyworks Solutions, Inc. will post 3.7 earnings per share for the current fiscal year.

Skyworks Solutions Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 9th. Stockholders of record on Tuesday, November 18th will be given a dividend of $0.71 per share. The ex-dividend date is Tuesday, November 18th. This represents a $2.84 annualized dividend and a dividend yield of 4.3%. Skyworks Solutions’s payout ratio is currently 92.51%.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. Piper Sandler upgraded shares of Skyworks Solutions from a “neutral” rating to an “overweight” rating and upped their target price for the company from $70.00 to $140.00 in a research note on Wednesday, October 29th. KeyCorp set a $105.00 price objective on shares of Skyworks Solutions and gave the stock an “overweight” rating in a report on Wednesday, October 29th. JPMorgan Chase & Co. increased their target price on shares of Skyworks Solutions from $66.00 to $74.00 and gave the company a “neutral” rating in a research note on Wednesday, November 5th. Cfra set a $90.00 target price on Skyworks Solutions in a research report on Tuesday, October 28th. Finally, Cfra Research raised Skyworks Solutions from a “moderate sell” rating to a “hold” rating in a report on Tuesday, October 28th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, seventeen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Skyworks Solutions currently has a consensus rating of “Hold” and an average price target of $83.18.

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.