Here’s Why Skyworks Solutions (SWKS) Offers Compelling Long-Term Value Potential
Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Skyworks Solutions Inc. (SWKS)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 13,770,090 | $1,177,067,294 | -14% | 3.45% |
| 2. | Antipodes Partners Jacob Mitchell | 1,105,981 | $94,539,256 | +295% | 1.74% |
| 3. | 14,300 | $1,222,364 | -53% | 0% | |
| 4. | Squarepoint Ops LLC Maxime Fortin (Cio) | 13,025 | $1,113,377 | +82% | 0% |
| 5. | 6,600 | $564,168 | -52% | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $66.13 | 10,000 | $661,300.00 | 10,000 | 2025-02-25 | Filing | |
| $90.00 | 11,142 | $1,002,780.00 | 104,153 | 2024-05-02 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $62.33 | 4,445 | $277,056.85 | 19,824 | 2025-11-19 | Filing | |
| $61.85 | 500 | $30,925.00 | 24,269 | 2025-11-19 | Filing | |
| $62.31 | 6,656 | $414,735.36 | 26,087 | 2025-11-19 | Filing | |
| $61.81 | 676 | $41,783.56 | 32,743 | 2025-11-19 | Filing | |
| $86.82 | 1,915 | $166,260.30 | 14,045 | 2024-11-12 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,945,642 | $508,271,304 | 0.09% | |
| 2. | 4,467,632 | $383,905,252 | 0.02% | |
| 3. | 1,254,314 | $107,218,769 | 0.02% | |
| 4. | 1,001,337 | $85,594,287 | 1.24% | |
| 5. | 851,929 | $72,945,745 | 0.06% |
News See All
Skyworks (SWKS) Pays 147% of Earnings as Dividends With Over 29% of Its Float Short. Can the Dividend Hold?
Skyworks Solutions, Inc. (NASDAQ:SWKS) closed at $76.56 on October 13.
Why the S&P 500 Could Still Reach New Highs despite 5% Treasuries
The S&P 500 (SPX), tracked by the SPDR S&P 500 ETF Trust (SPY), is facing a tough competitor: Treasuries, which are once again yielding more than 5...
Most Qorvo (QRVO) Bondholders Said Yes, but Skyworks (SWKS) Is Still Waiting
On September 18, Skyworks Solutions (NASDAQ:SWKS) extended the deadline on its offers to swap Qorvo (NASDAQ:QRVO) bonds for new Skyworks debt, moving it to September 25.
Skyworks (SWKS) Rockets 9.8% on Looming $22B Qorvo Merger Nod
Skyworks Solutions Inc. (NASDAQ:SWKS) grew its share prices by 9.79 percent on Thursday to close at $84.03 amid increasing optimism over an approval for its $22 billion planned merger with Qorvo Inc.
Jim Cramer’s Opinion on 14 Stocks Like Applied Aerospace and Delta Air Lines
In this article, we will look at the stocks Jim Cramer shared his opinions on during Mad Money.
Pzena Focused Value Strategy Increased Skyworks Solutions (SWKS) on a Dip
Pzena Investment Management recently released its first-quarter 2026 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here.
Skyworks Solutions, Inc. (NASDAQ:SWKS) Q2 2026 Earnings Call Transcript
Skyworks Solutions, Inc. (NASDAQ:SWKS) Q2 2026 Earnings Call Transcript May 5, 2026Skyworks Solutions, Inc. beats earnings expectations. Reported EPS is $1.15, expectations were $1.04.
Jim Cramer Analyzed 13 Stocks While the Market Was Oversold
In this article, we will look at everything Jim Cramer said about the oversold market as we provide a recap of Mad Money’s latest episode.
Skyworks Solutions, Inc. (NASDAQ:SWKS) Q1 2026 Earnings Call Transcript
Skyworks Solutions, Inc. (NASDAQ:SWKS) Q1 2026 Earnings Call Transcript February 3, 2026Skyworks Solutions, Inc. misses on earnings expectations. Reported EPS is $0.526 EPS, expectations were $1.4.
Hedge Fund Resource Center