Dimensional Fund Advisors LP Has $47.99 Million Stock Holdings in Cohu, Inc. $COHU

Dimensional Fund Advisors LP lessened its holdings in Cohu, Inc. (NASDAQ:COHU - Free Report) by 15.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,567,511 shares of the semiconductor company's stock after selling 281,516 shares during the period. Dimensional Fund Advisors LP owned about 3.32% of Cohu worth $47,991,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of COHU. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in Cohu by 3.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 27,214 shares of the semiconductor company's stock valued at $400,000 after purchasing an additional 905 shares during the period. Caxton Associates LLP acquired a new position in Cohu during the 1st quarter worth about $276,000. Jane Street Group LLC lifted its holdings in Cohu by 2,042.7% during the 1st quarter. Jane Street Group LLC now owns 162,674 shares of the semiconductor company's stock worth $2,393,000 after buying an additional 155,082 shares during the period. American Century Companies Inc. grew its position in shares of Cohu by 4.9% in the 2nd quarter. American Century Companies Inc. now owns 114,361 shares of the semiconductor company's stock valued at $2,200,000 after buying an additional 5,297 shares during the last quarter. Finally, Invesco Ltd. grew its position in shares of Cohu by 478.4% in the 2nd quarter. Invesco Ltd. now owns 1,175,282 shares of the semiconductor company's stock valued at $22,612,000 after buying an additional 972,088 shares during the last quarter. Institutional investors own 94.67% of the company's stock.

Cohu Stock Performance

NASDAQ:COHU opened at $47.99 on Monday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 4.72 and a current ratio of 5.74. Cohu, Inc. has a 52-week low of $17.80 and a 52-week high of $74.60. The firm has a market cap of $2.26 billion, a price-to-earnings ratio of -57.82 and a beta of 1.59. The business's fifty day moving average is $56.71 and its 200 day moving average is $42.53.

Cohu (NASDAQ:COHU - Get Free Report) last posted its earnings results on Thursday, July 30th. The semiconductor company reported $0.26 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.14 by $0.12. The business had revenue of $149.00 million for the quarter, compared to analysts' expectations of $144.20 million. Cohu had a negative net margin of 7.43% and a negative return on equity of 1.96%. The business's revenue for the quarter was up 38.3% compared to the same quarter last year. During the same period in the prior year, the company posted $0.02 EPS. Research analysts predict that Cohu, Inc. will post 0.17 EPS for the current year.

Insider Buying and Selling

In other Cohu news, SVP Christopher Bohrson sold 1,000 shares of the company's stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $63.88, for a total transaction of $63,880.00. Following the completion of the sale, the senior vice president directly owned 171,702 shares in the company, valued at $10,968,323.76. This represents a 0.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Luis A. Muller sold 45,154 shares of the stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $46.62, for a total transaction of $2,105,079.48. Following the sale, the chief executive officer directly owned 927,619 shares of the company's stock, valued at $43,245,597.78. The trade was a 4.64% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 89,668 shares of company stock worth $4,210,016 in the last ninety days. 3.05% of the stock is currently owned by insiders.

Analyst Ratings Changes

COHU has been the subject of a number of analyst reports. Craig Hallum restated a "buy" rating and set a $74.00 price objective on shares of Cohu in a research report on Friday. B. Riley Financial upped their target price on Cohu from $65.00 to $69.00 and gave the company a "buy" rating in a report on Friday. Needham & Company LLC increased their target price on shares of Cohu from $54.00 to $65.00 and gave the company a "buy" rating in a research report on Friday. Jefferies Financial Group reissued a "buy" rating and set a $74.00 target price on shares of Cohu in a research report on Friday. Finally, TD Cowen raised their price target on shares of Cohu from $60.00 to $80.00 and gave the stock a "buy" rating in a report on Tuesday, June 16th. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and one has given a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Buy" and a consensus target price of $68.75.

Trending Headlines about Cohu

Here are the key news stories impacting Cohu this week:

• Positive Sentiment: Second-quarter results exceeded expectations: Cohu reported adjusted earnings of $0.26 per share versus the $0.14 consensus estimate, while revenue rose 38.3% year over year to $149.0 million, ahead of the $144.2 million forecast. Results benefited from AI-compute demand, higher tester and recurring-service sales, and a favorable product mix. COHU Q2 Earnings Beat Estimates on AI Compute and Favorable Mix
• Positive Sentiment: Strong third-quarter outlook: Management forecast revenue of $163 million to $177 million, well above the $146.6 million analyst consensus. The outlook suggests continued momentum from high-performance computing and semiconductor test demand. Cohu jumps on strong Q2 results, guidance
• Positive Sentiment: Analysts raised their valuations: B. Riley lifted its price target from $65 to $69 and assigned a Buy rating. Needham analyst Charles Shi also reiterated a Buy rating and raised his target to $65, citing accelerating growth and HPC tailwinds. B. Riley analyst action Needham analyst action
• Negative Sentiment: GAAP profitability remains a concern: Although adjusted earnings were positive, Cohu posted a GAAP loss of approximately $0.2 million for the quarter, alongside a negative net margin and negative return on equity. Investors may therefore focus on whether improving revenue and mix can translate into sustainable GAAP profits. Cohu Reports Second Quarter 2026 Results

About Cohu

Cohu, Inc is a global provider of semiconductor test and inspection solutions, offering a broad portfolio of products designed to support chip manufacturers, outsourced semiconductor assembly and test (OSAT) providers, and electronics original equipment manufacturers (OEMs). The company's product lineup includes automatic test handlers, wafer probers, test sockets, thermal subassembly systems and burn-in boards, all engineered to optimize throughput, accuracy and reliability in semiconductor production and final test.

Founded in 1947 and headquartered in Poway, California, Cohu has grown through both organic development and targeted acquisitions to become a recognized leader in test handling and interconnect technologies.

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