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SWKS

SKYWORKS SOLUTIONS, INC.

At today's price, SKYWORKS SOLUTIONS, INC. (SWKS) is priced for +5.1% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+5.1% growth
Priced In
within-range

Key Takeaways

• Skyworks is in the middle of the largest event in its history, a roughly $22 billion cash-and-stock merger with Qorvo that management now expects to close by the end of 2026, ahead of the original early-2027 timeline. [Source: company announcement, June 2026] • Concentration is the standing risk the 10-K states plainly: in each of the last three fiscal years ⟦"one customer accounted for greater than ten percent of our net revenue"⟧, and three customers represented 82% of gross accounts receiva

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Institutional ownership

649 institutional managers reported holding SWKS in 13F filings for the quarter ended 2026-03-31. 75 opened new positions that quarter. Held by BlackRock, Vanguard Group, Pzena Investment Management, among others. On the short side, 27.6M shares were sold short as of the 2026-06-15 count, about 18% of shares outstanding (5.8 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

SWKS has cut its share count 9% over the past five years, spending $1.98B on repurchases. It pays a dividend, and has for 12 years running; the current rate is $2.81 a share annually. Cash returned over the past three years: $1.19B in dividends and $915.00M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at SWKS over the trailing three years: 2024: 1 buy totaling $1.00M; 2025: 1 buy totaling $661k. 16 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

SWKS's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-09-0.5%-8.7%
2023-11-18+4.6%+12.6%
2024-02-01-1.6%+1.7%
2024-05-02-16.3%+16.6%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

SWKS's latest 8-K filings: 2026-06-12 (items 8.01, 9.01); 2026-05-20 (items 8.01, 9.01); 2026-05-20 (items 8.01, 9.01); 2026-05-19 (items 5.02, 5.07, 9.01); 2026-05-05 (items 2.02, 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: July 11, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.