Sei Investments Co. Sells 42,907 Shares of Himax Technologies, Inc. $HIMX

Sei Investments Co. lowered its holdings in Himax Technologies, Inc. (NASDAQ:HIMX) by 16.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 224,391 shares of the semiconductor company’s stock after selling 42,907 shares during the period. Sei Investments Co. owned about 0.13% of Himax Technologies worth $1,766,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of HIMX. Royal Bank of Canada raised its stake in shares of Himax Technologies by 3.7% during the 1st quarter. Royal Bank of Canada now owns 106,503 shares of the semiconductor company’s stock worth $782,000 after purchasing an additional 3,811 shares during the period. Goldman Sachs Group Inc. raised its position in Himax Technologies by 127.6% in the first quarter. Goldman Sachs Group Inc. now owns 240,411 shares of the semiconductor company’s stock worth $1,767,000 after acquiring an additional 134,799 shares during the period. Geode Capital Management LLC raised its position in Himax Technologies by 6.0% in the second quarter. Geode Capital Management LLC now owns 130,607 shares of the semiconductor company’s stock worth $1,166,000 after acquiring an additional 7,434 shares during the period. Cetera Investment Advisers purchased a new position in Himax Technologies in the second quarter valued at about $90,000. Finally, Franklin Resources Inc. bought a new position in shares of Himax Technologies during the 2nd quarter valued at approximately $134,000. Institutional investors own 69.81% of the company’s stock.

Analysts Set New Price Targets

Separately, Wall Street Zen upgraded shares of Himax Technologies from a “hold” rating to a “buy” rating in a research note on Saturday. Three investment analysts have rated the stock with a Hold rating, Based on data from MarketBeat, Himax Technologies presently has a consensus rating of “Hold” and a consensus target price of $8.00.

Himax Technologies Stock Performance

Himax Technologies stock opened at $14.61 on Monday. The firm’s 50 day simple moving average is $15.62 and its 200 day simple moving average is $12.54. The company has a current ratio of 1.55, a quick ratio of 1.36 and a debt-to-equity ratio of 0.02. The firm has a market capitalization of $2.55 billion, a PE ratio of 70.92 and a beta of 2.30. Himax Technologies, Inc. has a 1-year low of $6.85 and a 1-year high of $25.09.

Himax Technologies (NASDAQ:HIMX) last announced its quarterly earnings results on Thursday, August 6th. The semiconductor company reported $0.11 EPS for the quarter, beating the consensus estimate of $0.10 by $0.01. The firm had revenue of $227.37 million during the quarter, compared to the consensus estimate of $222.99 million. Himax Technologies had a net margin of 4.26% and a return on equity of 3.90%. The business’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same period last year, the firm earned $0.10 EPS. Himax Technologies has set its Q3 2026 guidance at 0.080-0.100 EPS. As a group, analysts expect that Himax Technologies, Inc. will post 0.4 earnings per share for the current fiscal year.

More Himax Technologies News

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

• Positive Sentiment: Q2 results exceeded guidance: Revenue rose 14.2% sequentially to $227.4 million, above the company’s forecast, while gross margin reached 33.1% versus guidance of approximately 32%. Profit was $19.9 million, or $0.114 per diluted ADS, ahead of the guided range. Revenue also increased 5.9% year over year. Himax Q2 2026 Financial Results
• Positive Sentiment: Q3 outlook topped revenue expectations: Himax projects third-quarter revenue growth of 7% to 11% sequentially, implying roughly $243.3 million to $252.4 million versus analyst expectations near $238.7 million. Gross margin is expected to improve to approximately 34%, with EPS guidance of $0.08 to $0.10 broadly centered around consensus. Himax Q2 Results and Q3 Guidance
• Positive Sentiment: Automotive demand remains the key growth driver: Automotive IC sales increased sharply in Q2 and represented more than half of revenue. Management expects double-digit automotive IC growth for full-year 2026, supported by larger and more sophisticated vehicle displays, new design wins and expanding LTDI, OLED and Tcon adoption. Smart glasses powered by WiseEye and Co-Packaged Optics products also offer longer-term growth potential, with more meaningful CPO revenue expected from 2027. Himax Growth Outlook
• Neutral Sentiment: Broader U.S.-traded Asian equities were higher on Friday, providing a supportive market backdrop for HIMX and other Asian ADRs. Asian ADRs Friday Trading
• Negative Sentiment: Risks remain in supply and weaker display-driver categories: Capacity constraints are raising manufacturing costs and extending lead times. Large-display-driver revenue fell 21% sequentially, while tablet shipments may be limited by capacity. Himax also expects cash to decline after dividend and employee-bonus payments, and the higher Q3 bonus expense could pressure reported profitability.

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.