PensionDanmark Pensionsforsikringsaktieselskab 13F: Cuts SWKS Stake by $3.1M

PensionDanmark reduced its holdings in Skyworks Solutions, Inc. (SWKS) by 86.7%, cutting 35,765 shares from its portfolio during the period. According to a Form 13F filing on October 19, 2026, the fund held 5,489 shares worth about $469,200 at the end of the timeframe, down from its prior total of 41,254 shares. Skyworks Solutions closed at $80.23 on the day of the filing.

SWKS Skyworks Solutions, Inc.

$80.23 ▲ +27.17% year to date

1M 3M YTD

Daily close · Oct 19, 2026

Other Institutional Activity in Skyworks Solutions

Other large funds made smaller adjustments to their positions in the semiconductor maker. Pzena Investment Management LLC trimmed its stake by 132,086 shares, ending with 15,975,963 shares valued at about $1.28 billion. FIL LTD cut its holdings by 122,699 shares to hold 8,518,069 shares worth roughly $683.4 million.

Skyworks Solutions, Inc. Stock Down 9.6%

Skyworks recently traded around $80.23 on October 20, 2026, matching its close of $80.23 on the October 19 filing date. The stock operates with a beta of 1.518, meaning it tends to move more than the broader market.

Recent Earnings

For its trailing twelve-month period, Skyworks Solutions posted $4.01 billion in revenue alongside earnings of $1.93 per share. The company recorded a net profit margin of 7.2% and a return on equity of 5.1%, while revenue declined 3.1% year-over-year. Investors look ahead to the next earnings report scheduled for November 3, 2026.

Dividend

Skyworks pays an annual dividend rate of $2.84 per share, giving it a payout ratio of 147.1% based on recent earnings.

Insider Buying and Selling at Skyworks Solutions, Inc.

Company insiders executed sales ahead of the filing period. General Counsel Robert John Terry sold 4,945 shares on November 19, 2025, for a total value of $307,982. Chief Technology Officer Reza Kasnavi sold 7,332 shares on the same date worth $456,519.

Analysts Set New Price Targets

Wall Street firms adjusted their views on Skyworks prior to the filing. On August 21, 2026, BMO Capital initiated coverage with a Market Perform rating and a $70.00 price target. RBC Capital maintained its Sector Perform rating on October 1, 2026, while lifting its target from $70.00 to $95.00. Citigroup kept a Neutral rating on October 6, 2026, raising its target to $90.00 from $64.00. B. Riley Securities upgraded the stock to a Buy on October 6, 2026, boosting its target from $68.00 to $107.00. Mizuho maintained an Underperform rating on October 9, 2026, while adjusting its target to $61.00 from $52.00.

About Skyworks Solutions

Skyworks Solutions, Inc. designs and produces analog and mixed-signal semiconductors used in mobile devices, automotive systems, and wireless infrastructure. Based in Irvine, California, the company supplies key radio frequency components to major electronics manufacturers around the world.

Bottom Line

Investors continue to monitor institutional moves and upcoming financial results to gauge demand for the company's semiconductor products. The next earnings release on November 3, 2026, will provide updated figures on revenue and profit margins.