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

Posted by Brian Himes on Aug 10th, 2026

Sei Investments Co. reduced its stake in Himax Technologies, Inc. (NASDAQ:HIMX – Free Report) by 16.1% during the first quarter, HoldingsChannel reports. The firm owned 224,391 shares of the semiconductor company’s stock after selling 42,907 shares during the period. Sei Investments Co.’s holdings in Himax Technologies were worth $1,766,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Handelsbanken Fonder AB lifted its holdings in shares of Himax Technologies by 95.7% during the 4th quarter. Handelsbanken Fonder AB now owns 3,429,263 shares of the semiconductor company’s stock worth $28,086,000 after acquiring an additional 1,676,831 shares during the last quarter. Lazard Asset Management LLC raised its position in Himax Technologies by 9.4% during the fourth quarter. Lazard Asset Management LLC now owns 5,718,698 shares of the semiconductor company’s stock valued at $46,836,000 after purchasing an additional 489,903 shares in the last quarter. Jump Financial LLC purchased a new stake in Himax Technologies during the second quarter valued at about $3,194,000. First Trust Advisors LP bought a new stake in Himax Technologies during the third quarter worth about $2,154,000. Finally, Robeco Institutional Asset Management B.V. lifted its stake in Himax Technologies by 3.9% during the fourth quarter. Robeco Institutional Asset Management B.V. now owns 4,400,014 shares of the semiconductor company’s stock worth $36,036,000 after purchasing an additional 165,508 shares during the last quarter. 69.81% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

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

Read Our Latest Analysis on HIMX

Key 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.

Himax Technologies Price Performance

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

Himax Technologies (NASDAQ:HIMX – Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The semiconductor company reported $0.11 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.01. The business had revenue of $227.37 million during the quarter, compared to analysts’ expectations of $222.99 million. Himax Technologies had a return on equity of 3.90% and a net margin of 4.26%.The business’s revenue was up 5.9% on a year-over-year basis. During the same quarter last year, the business posted $0.10 EPS. Himax Technologies has set its Q3 2026 guidance at 0.080-0.100 EPS. Sell-side analysts forecast that Himax Technologies, Inc. will post 0.4 earnings per share for the current year.

Himax Technologies Profile

(Free Report)

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.