Keeley Teton Advisors LLC Boosts Position in Cohu, Inc. $COHU

Key Points

• Keeley Teton Advisors LLC increased its stake in Cohu, Inc. by 79.0%, acquiring an additional 24,523 shares during the first quarter, bringing its total ownership to 55,547 shares valued at approximately $817,000.
• Several large investors have increased their stakes in Cohu, including Ameriprise Financial, which raised its stake by 15.5% to 1,148,977 shares, highlighting strong institutional interest with 94.67% of the stock owned by institutional investors.
• Analysts have a mixed outlook on Cohu, with the stock receiving four Buy ratings, one Hold rating, and one Sell rating, and a consensus price target of $27.17, despite price target reductions by some firms.

Keeley Teton Advisors LLC grew its stake in shares of Cohu, Inc. (NASDAQ:COHU - Free Report) by 79.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 55,547 shares of the semiconductor company's stock after buying an additional 24,523 shares during the quarter. Keeley Teton Advisors LLC owned 0.12% of Cohu worth $817,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of COHU. Victory Capital Management Inc. lifted its holdings in shares of Cohu by 18.6% during the 1st quarter. Victory Capital Management Inc. now owns 3,731,981 shares of the semiconductor company's stock valued at $54,897,000 after buying an additional 585,234 shares during the period. Frontier Capital Management Co. LLC lifted its holdings in shares of Cohu by 52.2% in the 4th quarter. Frontier Capital Management Co. LLC now owns 1,139,325 shares of the semiconductor company's stock valued at $30,420,000 after acquiring an additional 390,558 shares during the last quarter. Royce & Associates LP lifted its stake in Cohu by 16.4% in the first quarter. Royce & Associates LP now owns 1,679,478 shares of the semiconductor company's stock worth $24,705,000 after purchasing an additional 237,084 shares during the last quarter. Kovitz Investment Group Partners LLC purchased a new position in shares of Cohu during the first quarter worth approximately $3,287,000. Finally, Meros Investment Management LP increased its holdings in Cohu by 1,701.3% during the fourth quarter. Meros Investment Management LP now owns 180,133 shares of the semiconductor company's stock valued at $4,810,000 after buying an additional 170,133 shares during the period. 94.67% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Separately, Wall Street Zen lowered shares of Cohu from a "hold" rating to a "sell" rating in a report on Tuesday, May 13th. Four analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Cohu presently has an average rating of "Moderate Buy" and a consensus price target of $27.17.

Cohu Price Performance

NASDAQ:COHU traded down $0.44 during trading hours on Friday, hitting $19.90. The company's stock had a trading volume of 452,454 shares, compared to its average volume of 405,086. The stock has a fifty day simple moving average of $19.73 and a 200-day simple moving average of $18.02. The company has a market capitalization of $928.93 million, a P/E ratio of -10.64 and a beta of 1.25. Cohu, Inc. has a twelve month low of $12.57 and a twelve month high of $29.42. The company has a debt-to-equity ratio of 0.01, a current ratio of 4.88 and a quick ratio of 3.51.

Cohu (NASDAQ:COHU - Get Free Report) last posted its quarterly earnings data on Thursday, July 31st. The semiconductor company reported $0.02 EPS for the quarter, topping analysts' consensus estimates of ($0.02) by $0.04. Cohu had a negative return on equity of 3.74% and a negative net margin of 22.11%.The company had revenue of $107.68 million for the quarter, compared to analyst estimates of $106.00 million. During the same period in the previous year, the firm earned ($0.01) earnings per share. The firm's quarterly revenue was up 2.9% on a year-over-year basis. Cohu has set its Q3 2025 guidance at EPS. On average, analysts anticipate that Cohu, Inc. will post -0.36 EPS for the current fiscal year.

About Cohu

Cohu, Inc, through its subsidiaries, provides semiconductor test equipment and services in China, the United States, Taiwan, Malaysia, the Philippines, and internationally. The company supplies semiconductor test and inspection handlers, micro-electromechanical system (MEMS) test modules, test contactors, thermal sub-systems, and semiconductor automated test equipment for semiconductor manufacturers and test subcontractors.