American Century Companies Inc. Grows Stock Position in Skyworks Solutions, Inc. $SWKS

American Century Companies Inc. increased its stake in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 12.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 225,500 shares of the semiconductor manufacturer’s stock after buying an additional 24,234 shares during the quarter. American Century Companies Inc. owned about 0.15% of Skyworks Solutions worth $16,804,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the company. Park Place Capital Corp lifted its holdings in shares of Skyworks Solutions by 62.1% in the 2nd quarter. Park Place Capital Corp now owns 368 shares of the semiconductor manufacturer’s stock worth $28,000 after acquiring an additional 141 shares during the last quarter. Atlantic Union Bankshares Corp purchased a new stake in Skyworks Solutions in the 2nd quarter worth about $28,000. Clearstead Trust LLC raised 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 purchasing an additional 274 shares during the period. Parkside Financial Bank & Trust lifted its stake in Skyworks Solutions by 98.6% in the second quarter. Parkside Financial Bank & Trust now owns 437 shares of the semiconductor manufacturer’s stock worth $33,000 after purchasing an additional 217 shares during the last quarter. Finally, CVA Family Office LLC boosted its position in shares of Skyworks Solutions by 424.1% during the second quarter. CVA Family Office LLC now owns 566 shares of the semiconductor manufacturer’s stock valued at $42,000 after buying an additional 458 shares during the period. Institutional investors own 85.43% of the company’s stock.

Skyworks Solutions Trading Up 3.7%

NASDAQ:SWKS opened at $68.24 on Wednesday. The stock has a market capitalization of $10.15 billion, a price-to-earnings ratio of 27.30 and a beta of 1.31. Skyworks Solutions, Inc. has a 52 week low of $47.93 and a 52 week high of $95.46. The company has a quick ratio of 1.80, a current ratio of 2.39 and a debt-to-equity ratio of 0.09. The firm has a 50 day moving average of $72.11 and a 200 day moving average of $72.92.

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

Skyworks Solutions Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, December 9th. Shareholders of record on Tuesday, November 18th will be paid a $0.71 dividend. The ex-dividend date is Tuesday, November 18th. This represents a $2.84 dividend on an annualized basis and a yield of 4.2%. Skyworks Solutions’s dividend payout ratio (DPR) is 92.51%.

Insider Transactions at Skyworks Solutions

In other Skyworks Solutions news, SVP Robert John Terry sold 4,945 shares of the firm’s stock in a transaction dated Wednesday, November 19th. The stock was 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 approximately $1,234,638.72. This trade represents a 19.96% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Reza Kasnavi sold 7,332 shares of the company’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $62.26, for a total transaction of $456,490.32. Following the transaction, the executive vice president owned 26,087 shares in the company, valued at approximately $1,624,176.62. This trade represents a 21.94% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 0.28% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently weighed in on SWKS. KeyCorp set a $105.00 price target on Skyworks Solutions and gave the stock an “overweight” rating in a report on Wednesday, October 29th. Wall Street Zen upgraded Skyworks Solutions from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. Loop Capital lowered their target price on shares of Skyworks Solutions from $83.00 to $75.00 in a research note on Wednesday, November 5th. Citigroup upgraded shares of Skyworks Solutions from a “sell” rating to a “neutral” rating and upped their price target for the stock from $66.00 to $105.00 in a report on Wednesday, October 29th. Finally, Morgan Stanley lifted their price objective on shares of Skyworks Solutions from $65.00 to $89.00 and gave the company an “equal weight” rating in a report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, seventeen have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, Skyworks Solutions presently has a consensus rating of “Hold” and a consensus price target of $83.18.

About Skyworks Solutions

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.