American Century Companies Inc. Raises Stock Holdings in Skyworks Solutions, Inc. $SWKS

American Century Companies Inc. raised its position in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS) by 12.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 225,500 shares of the semiconductor manufacturer’s stock after purchasing an additional 24,234 shares during the quarter. American Century Companies Inc.’s holdings in Skyworks Solutions were worth $16,804,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of SWKS. Park Place Capital Corp lifted its holdings in shares of Skyworks Solutions by 62.1% during 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 purchased a new position in Skyworks Solutions during the 2nd quarter worth approximately $28,000. Clearstead Trust LLC lifted its stake in Skyworks Solutions by 200.0% during the 2nd quarter. Clearstead Trust LLC now owns 411 shares of the semiconductor manufacturer’s stock valued at $31,000 after acquiring an additional 274 shares during the period. Parkside Financial Bank & Trust boosted its holdings in shares of Skyworks Solutions by 98.6% in the 2nd quarter. Parkside Financial Bank & Trust now owns 437 shares of the semiconductor manufacturer’s stock valued at $33,000 after acquiring an additional 217 shares during the last quarter. Finally, CVA Family Office LLC increased its stake 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 worth $42,000 after acquiring an additional 458 shares during the period. 85.43% of the stock is currently owned by hedge funds and other institutional investors.

Skyworks Solutions Stock Performance

NASDAQ SWKS opened at $68.24 on Wednesday. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.39 and a quick ratio of 1.80. The stock’s 50 day simple moving average is $72.11 and its 200-day simple moving average is $72.92. The company has a market cap of $10.15 billion, a PE ratio of 27.30 and a beta of 1.31. Skyworks Solutions, Inc. has a 1-year low of $47.93 and a 1-year high of $95.46.

Skyworks Solutions (NASDAQ:SWKS) last issued its quarterly earnings results on Tuesday, November 4th. The semiconductor manufacturer reported $1.76 EPS for the quarter, topping the consensus estimate of $1.53 by $0.23. The firm had revenue of $1.10 billion during the quarter. Skyworks Solutions had a return on equity of 11.77% and a net margin of 9.88%.The firm’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.55 earnings per share. Skyworks Solutions has set its Q1 2026 guidance at 1.400-1.400 EPS. As a group, equities research analysts anticipate that Skyworks Solutions, Inc. will post 3.7 EPS 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 paid a $0.71 dividend. This represents a $2.84 annualized dividend and a dividend yield of 4.2%. The ex-dividend date of this dividend is Tuesday, November 18th. Skyworks Solutions’s dividend payout ratio (DPR) is currently 92.51%.

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. JPMorgan Chase & Co. boosted their target price on shares of Skyworks Solutions from $66.00 to $74.00 and gave the company a “neutral” rating in a research report on Wednesday, November 5th. Morgan Stanley lifted their price objective on Skyworks Solutions from $65.00 to $89.00 and gave the company an “equal weight” rating in a research note on Wednesday, October 29th. Loop Capital lowered their target price on Skyworks Solutions from $83.00 to $75.00 in a research note on Wednesday, November 5th. Piper Sandler upgraded Skyworks Solutions from a “neutral” rating to an “overweight” rating and lifted their price target for the company from $70.00 to $140.00 in a research report on Wednesday, October 29th. Finally, Citigroup raised Skyworks Solutions from a “sell” rating to a “neutral” rating and boosted their price target for the company from $66.00 to $105.00 in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, seventeen have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $83.18.

Insider Transactions at Skyworks Solutions

In related news, 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 completion of the sale, the executive vice president owned 26,087 shares of the company’s stock, valued at approximately $1,624,176.62. This represents a 21.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Robert John Terry sold 4,945 shares of the firm’s stock in a transaction that occurred on Wednesday, November 19th. The stock was 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 trade represents a 19.96% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 0.28% of the company’s stock.

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.