Himax Technologies, Inc. $HIMX Shares Bought by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management B.V. boosted its stake in Himax by 3.9% in Q4, buying 165,508 shares to hold 4,400,014 shares—about a 2.52% stake valued at roughly $36.0 million.
• Himax reported Q4 EPS of $0.04 (in line) and revenue of $203.1M (above estimates) but revenue was down 14.4% year‑over‑year; management set Q1 2026 EPS guidance of $0.02–$0.04.
• Analysts maintain a consensus Hold rating with an average price target of $8.00, while the stock trades near $9.26 (market cap ~$1.62B, P/E ~36.2) and institutional investors own about 69.8% of shares.

Robeco Institutional Asset Management B.V. grew its position in shares of Himax Technologies, Inc. (NASDAQ:HIMX - Free Report) by 3.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,400,014 shares of the semiconductor company's stock after acquiring an additional 165,508 shares during the quarter. Robeco Institutional Asset Management B.V. owned about 2.52% of Himax Technologies worth $36,036,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Triumph Capital Management acquired a new position in shares of Himax Technologies during the third quarter valued at $28,000. Advisory Services Network LLC acquired a new position in shares of Himax Technologies during the third quarter valued at $28,000. Ameriflex Group Inc. boosted its holdings in shares of Himax Technologies by 100.0% during the third quarter. Ameriflex Group Inc. now owns 3,600 shares of the semiconductor company's stock valued at $32,000 after acquiring an additional 1,800 shares during the period. EverSource Wealth Advisors LLC boosted its holdings in shares of Himax Technologies by 109.8% during the second quarter. EverSource Wealth Advisors LLC now owns 6,056 shares of the semiconductor company's stock valued at $54,000 after acquiring an additional 3,169 shares during the period. Finally, Larson Financial Group LLC boosted its holdings in shares of Himax Technologies by 1,197.1% during the third quarter. Larson Financial Group LLC now owns 7,069 shares of the semiconductor company's stock valued at $62,000 after acquiring an additional 6,524 shares during the period. Institutional investors and hedge funds own 69.81% of the company's stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the stock. Wall Street Zen raised shares of Himax Technologies from a "sell" rating to a "hold" rating in a report on Saturday, March 7th. Morgan Stanley reissued an "equal weight" rating and set a $8.00 price target on shares of Himax Technologies in a report on Wednesday, February 4th. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of Himax Technologies in a report on Thursday, January 22nd. Three equities research analysts have rated the stock with a Hold rating, According to MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $8.00.

Himax Technologies Stock Performance

HIMX stock opened at $9.26 on Tuesday. The company has a market capitalization of $1.62 billion, a P/E ratio of 36.17 and a beta of 1.74. The company has a 50-day simple moving average of $8.21 and a 200 day simple moving average of $8.35. Himax Technologies, Inc. has a fifty-two week low of $6.22 and a fifty-two week high of $12.00. The company has a quick ratio of 1.39, a current ratio of 1.58 and a debt-to-equity ratio of 0.02.

Himax Technologies (NASDAQ:HIMX - Get Free Report) last posted its quarterly earnings data on Thursday, February 12th. The semiconductor company reported $0.04 earnings per share for the quarter, hitting the consensus estimate of $0.04. The business had revenue of $203.08 million during the quarter, compared to the consensus estimate of $199.16 million. Himax Technologies had a net margin of 5.28% and a return on equity of 4.92%. The company's quarterly revenue was down 14.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.14 earnings per share. Himax Technologies has set its Q1 2026 guidance at 0.020-0.040 EPS.

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.

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