Axa S.A. Grows Stock Position in Skyworks Solutions, Inc. $SWKS

Axa S.A. grew its holdings in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 45.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 460,699 shares of the semiconductor manufacturer’s stock after acquiring an additional 144,707 shares during the quarter. Axa S.A. owned 0.31% of Skyworks Solutions worth $34,331,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Park Place Capital Corp boosted its stake in 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 purchasing an additional 141 shares in the last quarter. Horizon Investments LLC grew its holdings in shares of Skyworks Solutions by 2.8% during the first quarter. Horizon Investments LLC now owns 5,395 shares of the semiconductor manufacturer’s stock valued at $349,000 after buying an additional 146 shares during the last quarter. Keeley Teton Advisors LLC increased its position in shares of Skyworks Solutions by 1.1% in the 1st quarter. Keeley Teton Advisors LLC now owns 16,958 shares of the semiconductor manufacturer’s stock valued at $1,096,000 after acquiring an additional 178 shares during the period. Parkside Financial Bank & Trust raised its stake in Skyworks Solutions by 98.6% in the 2nd quarter. Parkside Financial Bank & Trust now owns 437 shares of the semiconductor manufacturer’s stock worth $33,000 after acquiring an additional 217 shares during the last quarter. Finally, Pinnacle West Asset Management Inc. lifted its position in Skyworks Solutions by 6.3% during the 2nd quarter. Pinnacle West Asset Management Inc. now owns 3,790 shares of the semiconductor manufacturer’s stock worth $282,000 after acquiring an additional 225 shares during the period. Institutional investors and hedge funds own 85.43% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on SWKS. KeyCorp set a $105.00 price objective on Skyworks Solutions and gave the company an “overweight” rating in a report on Wednesday, October 29th. Benchmark reiterated a “hold” rating on shares of Skyworks Solutions in a research report on Wednesday, October 29th. Loop Capital reduced their price target on shares of Skyworks Solutions from $83.00 to $75.00 in a research report on Wednesday, November 5th. Stifel Nicolaus set a $72.00 price objective on shares of Skyworks Solutions in a report on Wednesday, November 5th. Finally, Cfra set a $90.00 price objective on shares of Skyworks Solutions in a research note on Tuesday, October 28th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, seventeen have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Skyworks Solutions presently has an average rating of “Hold” and a consensus target price of $83.18.

Insider Activity

In other news, EVP Reza Kasnavi sold 7,332 shares of the business’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 completion of the sale, the executive vice president 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 transaction 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 firm’s stock in a transaction dated 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 transaction, the senior vice president directly owned 19,824 shares in the company, valued at $1,234,638.72. This represents a 19.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.28% of the stock is owned by company insiders.

Skyworks Solutions Price Performance

NASDAQ:SWKS opened at $68.54 on Wednesday. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.33 and a quick ratio of 1.76. The company has a 50 day moving average price of $71.15 and a 200-day moving average price of $72.83. Skyworks Solutions, Inc. has a 1-year low of $47.93 and a 1-year high of $95.46. The firm has a market cap of $10.19 billion, a price-to-earnings ratio of 22.33 and a beta of 1.31.

Skyworks Solutions (NASDAQ:SWKS) last released its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.76 EPS for the quarter, beating the consensus estimate of $1.53 by $0.23. Skyworks Solutions had a net margin of 11.67% and a return on equity of 12.01%. The company had revenue of $1.10 billion for the quarter. During the same quarter in the prior year, the business posted $1.55 EPS. The firm’s quarterly revenue 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. Equities research analysts forecast that Skyworks Solutions, Inc. will post 3.7 EPS for the current year.

Skyworks Solutions Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 9th. Shareholders of record on Tuesday, November 18th were issued a dividend of $0.71 per share. This represents a $2.84 annualized dividend and a yield of 4.1%. The ex-dividend date of this dividend was Tuesday, November 18th. Skyworks Solutions’s dividend payout ratio (DPR) is presently 92.51%.

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.