Himax Technologies surges as Q1 results beat guidance, Q2 outlook jumps, and a large dividend is declared

By: Quiver PriceTracker

Posted: 1 day, 22 hours ago / May 7, 2026 3:51 p.m. UTC

HIMX

Himax Technologies (HIMX) is up 43.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a strong earnings-and-outlook update that surprised investors, alongside a sizable cash dividend declaration. Guidance pointing to a sharp sequential revenue and earnings step-up in Q2 likely helped drive a rapid re-rating in a stock that can be sensitive to inflections in demand and product mix.

Details:

Himax reported Q1 2026 revenue of about $199.0 million and profit of $0.046 per diluted ADS, exceeding its prior profit guidance range and landing at the high end of its revenue and gross margin outlook.

For Q2 2026, Himax guided to revenue growth of 10% to 13% quarter over quarter, gross margin around 32%, and profit of $0.086 to $0.103 per diluted ADS—implying a notable step-up from Q1.

The company also declared a cash dividend of $0.252 per ADS for FY2025, payable July 10, 2026, to shareholders of record as of June 30, 2026.

Management commentary emphasized expansion beyond traditional display driver ICs into higher-growth areas such as smart glasses, ultralow-power AI sensing, and co-packaged optics, which may have reinforced a more bullish longer-term narrative.

Sources:

GlobeNewswire, RTTNews, MarketBeat

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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$HIMX Hedge Fund Activity

We have seen 73 institutional investors add shares of $HIMX stock to their portfolio, and 79 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

HANDELSBANKEN FONDER AB removed 3,429,263 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $26,988,299
POLUNIN CAPITAL PARTNERS LTD removed 706,750 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $5,562,122
LAZARD ASSET MANAGEMENT LLC added 489,903 shares (+9.4%) to their portfolio in Q4 2025, for an estimated $4,012,305
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. added 488,763 shares (+11.1%) to their portfolio in Q1 2026, for an estimated $3,846,564
UBS GROUP AG added 428,132 shares (+155.1%) to their portfolio in Q1 2026, for an estimated $3,369,398
MORGAN STANLEY removed 383,266 shares (-31.3%) from their portfolio in Q4 2025, for an estimated $3,138,948
ALLIANZ ASSET MANAGEMENT GMBH added 369,890 shares (+31.7%) to their portfolio in Q4 2025, for an estimated $3,029,399

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.