Gallacher Capital Management LLC Takes Position in Skyworks Solutions, Inc. $SWKS

Gallacher Capital Management LLC bought a new position in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 9,691 shares of the semiconductor manufacturer’s stock, valued at approximately $519,000.

A number of other large investors also recently modified their holdings of SWKS. Quest 10 Wealth Builders Inc. grew its position in Skyworks Solutions by 488.6% in the 4th quarter. Quest 10 Wealth Builders Inc. now owns 412 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 342 shares during the period. CYBER HORNET ETFs LLC acquired a new position in Skyworks Solutions during the second quarter worth $32,000. MUFG Securities EMEA plc acquired a new position in Skyworks Solutions during the second quarter worth $33,000. Fideuram Asset Management Ireland dac bought a new position in shares of Skyworks Solutions in the fourth quarter valued at $29,000. Finally, Sound Income Strategies LLC lifted its stake in shares of Skyworks Solutions by 137.1% in the fourth quarter. Sound Income Strategies LLC now owns 486 shares of the semiconductor manufacturer’s stock valued at $28,000 after buying an additional 281 shares in the last quarter. 85.43% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on SWKS shares. Loop Capital lifted their price objective on shares of Skyworks Solutions from $60.00 to $70.00 in a report on Wednesday, May 6th. Barclays upgraded shares of Skyworks Solutions from an “equal weight” rating to an “overweight” rating and upped their target price for the stock from $60.00 to $70.00 in a report on Wednesday, April 22nd. BNP Paribas Exane raised their price target on shares of Skyworks Solutions from $60.00 to $70.00 in a research report on Wednesday, May 6th. Royal Bank Of Canada boosted their price objective on Skyworks Solutions from $72.00 to $80.00 and gave the stock a “sector perform” rating in a report on Tuesday, June 23rd. Finally, B. Riley Financial increased their price objective on Skyworks Solutions from $60.00 to $68.00 and gave the stock a “neutral” rating in a research note on Wednesday, May 6th. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, sixteen have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Skyworks Solutions currently has a consensus rating of “Hold” and an average target price of $77.47.

Skyworks Solutions Stock Performance

NASDAQ SWKS opened at $59.35 on Friday. The company has a fifty day moving average price of $70.13 and a 200-day moving average price of $62.93. The firm has a market cap of $8.93 billion, a price-to-earnings ratio of 24.63 and a beta of 1.50. The company has a debt-to-equity ratio of 0.09, a current ratio of 2.38 and a quick ratio of 1.70. Skyworks Solutions, Inc. has a 1 year low of $51.93 and a 1 year high of $90.90.

Skyworks Solutions (NASDAQ:SWKS) last released its quarterly earnings results on Tuesday, May 5th. The semiconductor manufacturer reported $1.15 earnings per share for the quarter, beating analysts’ consensus estimates of $1.04 by $0.11. Skyworks Solutions had a net margin of 8.93% and a return on equity of 11.52%. The company had revenue of $943.70 million for the quarter, compared to analyst estimates of $901.76 million. During the same period last year, the firm earned $1.24 earnings per share. The firm’s revenue was down 1.0% on a year-over-year basis. Skyworks Solutions has set its Q3 2026 guidance at 1.030-1.030 EPS. As a group, equities research analysts predict that Skyworks Solutions, Inc. will post 3.62 EPS for the current fiscal year.

Skyworks Solutions Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, June 16th. Shareholders of record on Tuesday, May 26th were given a dividend of $0.71 per share. The ex-dividend date of this dividend was Tuesday, May 26th. This represents a $2.84 annualized dividend and a dividend yield of 4.8%. Skyworks Solutions’s dividend payout ratio (DPR) is currently 117.84%.

More Skyworks Solutions News

Here are the key news stories impacting Skyworks Solutions this week:

• Positive Sentiment: Articles from Yahoo Finance and Zacks say Skyworks has an impressive history of earnings beats and appears likely to top estimates again next quarter, reinforcing optimism around the stock ahead of earnings. Will Skyworks (SWKS) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: KeyCorp published a set of fresh estimates for Skyworks, including FY2026 EPS of $3.64 and FY2027 EPS of $3.85, while keeping a Sector Weight rating. The updated forecasts suggest analysts are still modeling gradual improvement, but not a major bullish re-rating. KeyCorp estimates and rating update
• Negative Sentiment: Other coverage points to recent pressure on Skyworks shares after a KeyBanc downgrade, with concerns around growth challenges, margin pressure, and customer concentration risks. What Skyworks Solutions (SWKS)’s Q3 2026 Earnings and KeyBanc Downgrade Mean For Shareholders

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.