Penserra Capital Management LLC Boosts Stock Position in Skyworks Solutions, Inc. $SWKS

Penserra Capital Management LLC boosted its stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS) by 20.3% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 156,502 shares of the semiconductor manufacturer’s stock after buying an additional 26,461 shares during the quarter. Penserra Capital Management LLC owned approximately 0.11% of Skyworks Solutions worth $12,046,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Atlantic Union Bankshares Corp bought a new position in Skyworks Solutions during the second quarter worth about $28,000. Financial Consulate Inc. bought a new stake in shares of Skyworks Solutions during the 3rd quarter valued at about $29,000. Clearstead Trust LLC grew its stake 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 in the last quarter. CYBER HORNET ETFs LLC purchased a new stake in Skyworks Solutions during the second quarter valued at about $32,000. Finally, Parkside Financial Bank & Trust boosted 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 buying an additional 217 shares in the last quarter. Hedge funds and other institutional investors own 85.43% of the company’s stock.

Insiders Place Their Bets

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

Skyworks Solutions Price Performance

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

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

Skyworks Solutions Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 17th. Shareholders of record on Tuesday, February 24th will be issued a dividend of $0.71 per share. This represents a $2.84 dividend on an annualized basis and a yield of 4.8%. The ex-dividend date of this dividend is Tuesday, February 24th. Skyworks Solutions’s dividend payout ratio (DPR) is 109.23%.

Key Headlines Impacting Skyworks Solutions

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

Analysts Set New Price Targets

Several equities analysts recently issued reports on the company. Cfra set a $90.00 price target on Skyworks Solutions in a research report on Tuesday, October 28th. KeyCorp dropped their price target on Skyworks Solutions from $105.00 to $75.00 and set an “overweight” rating for the company in a research note on Wednesday. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Skyworks Solutions in a research note on Thursday, January 22nd. Piper Sandler upgraded shares of Skyworks Solutions from a “neutral” rating to an “overweight” rating and upped their price objective for the stock from $70.00 to $140.00 in a report on Wednesday, October 29th. Finally, Morgan Stanley reduced their price objective on shares of Skyworks Solutions from $89.00 to $68.00 and set an “equal weight” rating for the company in a research note on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, nineteen have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $70.70.

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.