Vishay Intertechnology (VSH) jumps on demand-recovery narrative, strong Q1 metrics, and dividend backdrop

Vishay Intertechnology (VSH) is up 9.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a “better cycle” narrative for analog/industrial components layered on top of Vishay’s recently reported strong quarterly demand indicators (notably book-to-bill and backlog) and a higher next-quarter revenue outlook. The company’s upcoming quarterly dividend record date may also be adding incremental support for sentiment.

Details:

Vishay’s recent quarterly update highlighted a book-to-bill ratio of 1.34, with backlog ending the quarter at about 5.7 months of revenue coverage.

The same update included second-quarter revenue guidance that implied sequential growth from the prior quarter, reinforcing the view that demand is improving.

Vishay’s board declared a $0.10 per share quarterly dividend payable June 29, 2026, to stockholders of record as of June 18, 2026.

This could also be a momentum/positioning move after the stock’s strong run since the earnings release, especially if short interest and options activity amplified the upside.

Sources:

SEC (EDGAR), Vishay Investor Relations, TipRanks

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

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$VSH Hedge Fund Activity

We have seen 144 institutional investors add shares of $VSH stock to their portfolio, and 160 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WOODLINE PARTNERS LP removed 5,154,627 shares (-51.0%) from their portfolio in Q1 2026, for an estimated $92,783,286
NORGES BANK removed 4,833,185 shares (-90.8%) from their portfolio in Q4 2025, for an estimated $70,032,850
LONGAEVA PARTNERS L.P. added 1,897,211 shares (+inf%) to their portfolio in Q1 2026, for an estimated $34,149,798
TWO SIGMA INVESTMENTS, LP added 1,071,672 shares (+92.1%) to their portfolio in Q1 2026, for an estimated $19,290,096
ALYESKA INVESTMENT GROUP, L.P. removed 1,065,713 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $19,182,834
MARSHALL WACE, LLP added 965,932 shares (+inf%) to their portfolio in Q1 2026, for an estimated $17,386,776
POINT72 ASSET MANAGEMENT, L.P. added 927,665 shares (+109.1%) to their portfolio in Q1 2026, for an estimated $16,697,970

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 13F endpoint.

$VSH Analyst Ratings

Wall Street analysts have issued reports on $VSH in the last several months. We have seen 0 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

B of A Securities issued a "Underperform" rating on 01/22/2026

To track analyst ratings and price targets for $VSH, check out Quiver Quantitative's $VSH forecast page.

$VSH Price Targets

Multiple analysts have issued price targets for $VSH recently. We have seen 2 analysts offer price targets for $VSH in the last 6 months, with a median target of $24.0.

Here are some recent targets:

Ruplu Bhattacharya from B of A Securities set a target price of $28.0 on 05/14/2026
Peter Peng from JP Morgan set a target price of $20.0 on 02/05/2026

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.