Robeco Institutional Asset Management B.V. Purchases 32,193 Shares of Ichor Holdings, Ltd. $ICHR

Key Points

• Robeco Institutional Asset Management initiated a 32,193-share position in Ichor Holdings worth approximately $1.99 million, while institutional investors collectively own 94.81% of the company.
• Ichor’s latest quarterly results exceeded expectations on earnings, reporting $0.34 EPS versus the $0.31 consensus, with revenue rising 22.7% year over year to $294.78 million. The company issued third-quarter 2026 EPS guidance of $0.40–$0.50.
• ICHR shares opened at $37.94, well below their 52-week high of $113.58. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $85.89, despite recent insider selling and mixed rating changes.

Robeco Institutional Asset Management B.V. purchased a new stake in shares of Ichor Holdings, Ltd. (NASDAQ:ICHR - Free Report) in the third quarter, according to its most recent 13F filing with the SEC. The fund purchased 32,193 shares of the technology company's stock, valued at approximately $1,991,000. Robeco Institutional Asset Management B.V. owned approximately 0.09% of Ichor at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in ICHR. Versant Capital Management Inc increased its holdings in shares of Ichor by 100.0% in the second quarter. Versant Capital Management Inc now owns 252 shares of the technology company's stock worth $28,000 after purchasing an additional 126 shares during the period. AdvisorNet Financial Inc bought a new stake in Ichor during the first quarter valued at $37,000. KBC Group NV bought a new stake in Ichor during the first quarter valued at $44,000. Integrated Wealth Concepts LLC bought a new stake in Ichor during the second quarter valued at $45,000. Finally, Allworth Financial LP grew its position in Ichor by 125.1% during the second quarter. Allworth Financial LP now owns 421 shares of the technology company's stock worth $47,000 after buying an additional 234 shares in the last quarter. 94.81% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Ichor

In other news, CEO Philip Barros, Jr. sold 1,314 shares of the stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $61.88, for a total transaction of $81,310.32. Following the transaction, the chief executive officer directly owned 161,562 shares in the company, valued at approximately $9,997,456.56. This represents a 0.81% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 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, CFO Greg Swyt sold 2,068 shares of the firm's stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $58.02, for a total value of $119,985.36. Following the transaction, the chief financial officer directly owned 47,832 shares in the company, valued at approximately $2,775,212.64. This represents a 4.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 46,740 shares of company stock valued at $2,602,960 over the last quarter. 1.70% of the stock is owned by company insiders.

Ichor Stock Performance

NASDAQ ICHR opened at $37.94 on Monday. Ichor Holdings, Ltd. has a 52-week low of $14.06 and a 52-week high of $113.58. The company has a fifty day moving average of $55.30 and a 200-day moving average of $69.41. The company has a market capitalization of $1.42 billion, a P/E ratio of -32.43 and a beta of 1.79. The company has a debt-to-equity ratio of 0.13, a quick ratio of 2.07 and a current ratio of 3.70.

Ichor (NASDAQ:ICHR - Get Free Report) last released its earnings results on Monday, August 3rd. The technology company reported $0.34 EPS for the quarter, beating analysts' consensus estimates of $0.31 by $0.03. Ichor had a positive return on equity of 0.47% and a negative net margin of 3.97%. The business had revenue of $294.78 million for the quarter, compared to analysts' expectations of $300.17 million. During the same quarter in the prior year, the firm earned $0.03 earnings per share. The firm's revenue was up 22.7% on a year-over-year basis. Ichor has set its Q3 2026 guidance at 0.400-0.500 EPS. As a group, equities research analysts predict that Ichor Holdings, Ltd. will post 1.13 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Zacks Research lowered Ichor from a "strong-buy" rating to a "hold" rating in a research note on Monday, October 5th. Freedom Broker assumed coverage on Ichor in a research report on Friday, October 9th. They set a "buy" rating and a $82.00 price target for the company. Wall Street Zen raised Ichor from a "hold" rating to a "buy" rating in a report on Saturday, October 17th. DA Davidson raised Ichor to a "strong-buy" rating in a report on Monday, October 5th. Finally, B. Riley Financial decreased their price objective on shares of Ichor from $125.00 to $105.00 and set a "buy" rating on the stock in a research report on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $85.89.

About Ichor

Ichor Holdings, Ltd. NASDAQ: ICHR is a supplier to the semiconductor equipment industry. The company designs, engineers and manufactures critical fluid-delivery subsystems used in semiconductor fabrication equipment, including systems that deliver and control gases and chemicals during the wafer-manufacturing process.

Ichor's products and services include gas and chemical delivery systems, precision-machined components, weldments, fluid-management assemblies and related engineering and manufacturing services.

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