Allianz Asset Management GmbH Has $62.46 Million Stock Holdings in Skyworks Solutions, Inc. $SWKS

Allianz Asset Management GmbH boosted its stake in Skyworks Solutions, Inc. (NASDAQ:SWKS) by 79.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 811,358 shares of the semiconductor manufacturer’s stock after acquiring an additional 358,906 shares during the quarter. Allianz Asset Management GmbH’s holdings in Skyworks Solutions were worth $62,458,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of SWKS. Financiere des Professionnels Fonds d investissement inc. boosted its holdings in shares of Skyworks Solutions by 1.2% during the 3rd quarter. Financiere des Professionnels Fonds d investissement inc. now owns 12,738 shares of the semiconductor manufacturer’s stock valued at $981,000 after acquiring an additional 145 shares in the last quarter. Wedmont Private Capital raised its position in Skyworks Solutions by 5.8% in the third quarter. Wedmont Private Capital now owns 2,775 shares of the semiconductor manufacturer’s stock valued at $206,000 after purchasing an additional 151 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in shares of Skyworks Solutions by 0.7% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 24,308 shares of the semiconductor manufacturer’s stock valued at $1,807,000 after purchasing an additional 166 shares in the last quarter. Parkside Financial Bank & Trust boosted its stake 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 valued at $33,000 after purchasing an additional 217 shares in the last quarter. Finally, Pinnacle West Asset Management Inc. grew its holdings in shares of Skyworks Solutions by 6.3% during the second quarter. Pinnacle West Asset Management Inc. now owns 3,790 shares of the semiconductor manufacturer’s stock worth $282,000 after purchasing an additional 225 shares during the last quarter. Institutional investors own 85.43% of the company’s stock.

Trending Headlines about 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

Insider Activity at Skyworks Solutions

In other news, SVP Robert John Terry sold 4,945 shares of Skyworks Solutions 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 completion of 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 transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Reza Kasnavi sold 7,332 shares of the business’s stock in a transaction on 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 $1,624,176.62. The trade was a 21.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.28% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several equities research analysts recently commented on the stock. Susquehanna cut their target price on shares of Skyworks Solutions from $75.00 to $65.00 and set a “neutral” rating on the stock in a research report on Thursday, January 22nd. Mizuho dropped their price target on shares of Skyworks Solutions from $65.00 to $60.00 and set a “neutral” rating for the company in a research note on Monday, January 26th. BNP Paribas Exane cut their price target on shares of Skyworks Solutions from $73.00 to $60.00 and set a “neutral” rating on the stock in a report on Wednesday, January 21st. Piper Sandler raised shares of Skyworks Solutions from a “neutral” rating to an “overweight” rating and boosted their price objective for the stock from $70.00 to $140.00 in a research note on Wednesday, October 29th. Finally, TD Cowen lowered their target price on Skyworks Solutions from $75.00 to $65.00 and set a “hold” rating for the company in a research report on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating, nineteen have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, Skyworks Solutions has a consensus rating of “Hold” and a consensus target price of $70.70.

Skyworks Solutions Price Performance

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

Skyworks Solutions (NASDAQ:SWKS) last issued 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 firm had revenue of $1.04 billion during the quarter, compared to the consensus estimate of $999.02 million. Skyworks Solutions had a return on equity of 11.71% and a net margin of 9.73%.The business’s revenue was down 3.1% compared to the same quarter last year. During the same period last year, the business posted $1.60 EPS. Skyworks Solutions has set its Q2 2026 guidance at 1.040-1.040 EPS. On average, sell-side analysts forecast that Skyworks Solutions, Inc. will post 3.7 EPS for the current year.

Skyworks Solutions Dividend Announcement

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

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.