Himax Technologies, Inc.
In the published model solve dated 2026-Q2, anchored at $11.40, Himax Technologies, Inc. (HIMX) is priced for today's economics sustained for ~13.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Himax is a Taiwanese chip designer whose core display-driver business is at a cyclical low, with management explicitly calling the most recent quarter the earnings trough before a rebound. [Source: HIMX Q1 2026 results, May 2026] • The price looks extremely high against trailing earnings precisely because those earnings are depressed: at the trough the multiple is over 100 times a temporarily low operating base. • Watch the recovery and the new growth legs: Himax guided second-quarter revenue
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153 institutional managers reported holding HIMX in 13F filings for the quarter ended 2026-03-31. Together they hold about 10% of the company; the top 10 hold 7%. 28 opened new positions that quarter. Held by Acadian Asset Management, State Street, Jane Street, among others. On the short side, 6.3M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (1.3 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
HIMX's share count is about flat over the past five years. It pays a dividend, and has for 6 years running; the current rate is $0.12 a share annually. Cash returned over the past three years: $199.32M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.