Mitsubishi UFJ Asset Management Co. Ltd. Increases Stock Position in Himax Technologies, Inc. $HIMX

Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in shares of Himax Technologies, Inc. (NASDAQ:HIMX) by 24.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 825,971 shares of the semiconductor company’s stock after purchasing an additional 162,809 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Himax Technologies were worth $7,046,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Lazard Asset Management LLC raised its stake in Himax Technologies by 7.7% in the second quarter. Lazard Asset Management LLC now owns 5,256,923 shares of the semiconductor company’s stock worth $46,943,000 after buying an additional 374,198 shares in the last quarter. Robeco Institutional Asset Management B.V. boosted its position in Himax Technologies by 3.9% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 4,400,014 shares of the semiconductor company’s stock valued at $36,036,000 after acquiring an additional 165,508 shares in the last quarter. Handelsbanken Fonder AB increased its holdings in shares of Himax Technologies by 1,598.3% in the 3rd quarter. Handelsbanken Fonder AB now owns 1,752,432 shares of the semiconductor company’s stock valued at $15,474,000 after acquiring an additional 1,649,243 shares during the period. Herald Investment Management Ltd raised its position in shares of Himax Technologies by 73.9% in the 3rd quarter. Herald Investment Management Ltd now owns 400,000 shares of the semiconductor company’s stock worth $3,528,000 after acquiring an additional 170,000 shares in the last quarter. Finally, Jump Financial LLC bought a new position in shares of Himax Technologies in the 2nd quarter worth $3,194,000. 69.81% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on HIMX shares. Morgan Stanley reaffirmed an “equal weight” rating and set a $8.00 price objective on shares of Himax Technologies in a research report on Wednesday, February 4th. Wall Street Zen upgraded shares of Himax Technologies from a “sell” rating to a “hold” rating in a report on Saturday, March 7th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Himax Technologies in a research report on Thursday, January 22nd. Three analysts have rated the stock with a Hold rating, Based on data from MarketBeat, Himax Technologies currently has an average rating of “Hold” and a consensus price target of $8.00.

Himax Technologies Stock Performance

Shares of HIMX stock opened at $17.79 on Monday. The business’s fifty day simple moving average is $9.45 and its 200-day simple moving average is $8.66. The company has a market cap of $3.10 billion, a PE ratio of 90.77 and a beta of 2.03. The company has a current ratio of 1.62, a quick ratio of 1.42 and a debt-to-equity ratio of 0.02. Himax Technologies, Inc. has a 12-month low of $6.85 and a 12-month high of $19.30.

Himax Technologies (NASDAQ:HIMX) last posted its quarterly earnings data on Thursday, May 7th. The semiconductor company reported $0.05 earnings per share for the quarter, topping analysts’ consensus estimates of $0.03 by $0.02. Himax Technologies had a return on equity of 3.57% and a net margin of 3.91%.The firm had revenue of $199.01 million during the quarter, compared to analysts’ expectations of $195.01 million. During the same quarter last year, the firm earned $0.11 EPS. The business’s quarterly revenue was down 7.5% on a year-over-year basis. Himax Technologies has set its Q2 2026 guidance at 0.086-0.103 EPS.

Himax Technologies News Summary

Here are the key news stories impacting Himax Technologies this week:

• Positive Sentiment: Himax reported Q1 2026 EPS of $0.05, topping expectations, while revenue of $199.0 million also came in above consensus and near the high end of its own guidance range. Himax Technologies, Inc. Reports First Quarter 2026 Financial Results; Provides Second Quarter 2026 Guidance
• Positive Sentiment: The company’s Q2 outlook was stronger than analysts expected, with revenue guidance pointing to 10% to 13% sequential growth and gross margin expected around 32%, suggesting improving momentum in the business. Himax Technologies, Inc. Reports First Quarter 2026 Financial Results; Provides Second Quarter 2026 Guidance
• Positive Sentiment: Management highlighted growth opportunities in automotive chips, non-driver ICs, WiseEye AI, smart glasses, and photonics-related wearables, which is helping fuel the stock’s rally. 5 Stocks Boasting High Double-Digit Gains

About Himax Technologies

Himax Technologies, Inc (NASDAQ: HIMX) is a fabless semiconductor company specializing in display imaging technologies. The company designs and develops a comprehensive portfolio of display driver integrated circuits (DDICs), timing controllers, and other high-speed interface chips that enable high-resolution panels for a wide array of electronic devices. Himax’s solutions are tailored to support both LCD and OLED displays, ensuring compatibility with television sets, desktop monitors, laptops, tablets, smartphones and wearable devices.

In addition to core display driver products, Himax offers wafer-level optics and liquid crystal on silicon (LCOS) microdisplay solutions for applications in augmented reality (AR) and virtual reality (VR) headsets.