Jefferies Financial Group Inc. Acquires Shares of 156,449 Amkor Technology, Inc. $AMKR

Jefferies Financial Group Inc. acquired a new position in shares of Amkor Technology, Inc. (NASDAQ:AMKR) in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 156,449 shares of the semiconductor company’s stock, valued at approximately $13,491,000.

Several other hedge funds and other institutional investors also recently modified their holdings of AMKR. BlackRock Inc. bought a new position in Amkor Technology during the 2nd quarter worth approximately $1,060,005,000. Fisher Asset Management LLC increased its holdings in shares of Amkor Technology by 204.5% in the 4th quarter. Fisher Asset Management LLC now owns 2,095,027 shares of the semiconductor company’s stock valued at $82,712,000 after acquiring an additional 1,407,109 shares during the last quarter. UBS Group AG raised its position in shares of Amkor Technology by 205.5% during the 4th quarter. UBS Group AG now owns 1,254,658 shares of the semiconductor company’s stock valued at $49,534,000 after acquiring an additional 843,983 shares in the last quarter. Black Swift Group LLC acquired a new stake in shares of Amkor Technology during the 4th quarter valued at approximately $797,000. Finally, Foster & Motley Inc. bought a new position in Amkor Technology during the second quarter worth $1,944,000. Institutional investors own 42.76% of the company’s stock.

Analyst Ratings Changes

A number of research firms have commented on AMKR. Weiss Ratings raised shares of Amkor Technology from a “hold (c)” rating to a “hold (c+)” rating in a report on Friday, July 31st. Bank of America initiated coverage on shares of Amkor Technology in a research report on Thursday. They issued a “buy” rating and a $70.00 price target on the stock. Zacks Research raised shares of Amkor Technology from a “hold” rating to a “strong-buy” rating in a report on Monday, July 20th. B. Riley Financial lowered their price objective on shares of Amkor Technology from $75.00 to $65.00 and set a “neutral” rating for the company in a research report on Tuesday, July 28th. Finally, Needham & Company LLC reiterated a “buy” rating and set a $90.00 price objective on shares of Amkor Technology in a research note on Tuesday, July 28th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, Amkor Technology currently has a consensus rating of “Moderate Buy” and a consensus price target of $68.33.

Amkor Technology Stock Performance

Shares of AMKR opened at $51.74 on Friday. The firm has a fifty day moving average of $63.37 and a 200-day moving average of $61.25. The company has a market cap of $12.85 billion, a price-to-earnings ratio of 23.20 and a beta of 2.24. The company has a debt-to-equity ratio of 0.50, a quick ratio of 1.91 and a current ratio of 2.17. Amkor Technology, Inc. has a 1 year low of $23.36 and a 1 year high of $96.68.

Amkor Technology (NASDAQ:AMKR) last released its quarterly earnings data on Monday, July 27th. The semiconductor company reported $0.70 earnings per share for the quarter, topping analysts’ consensus estimates of $0.47 by $0.23. The business had revenue of $1.90 billion for the quarter, compared to analysts’ expectations of $1.81 billion. Amkor Technology had a net margin of 7.45% and a return on equity of 12.27%. The company’s revenue for the quarter was up 25.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.22 EPS. Amkor Technology has set its Q3 2026 guidance at 0.720-0.820 EPS. As a group, equities analysts anticipate that Amkor Technology, Inc. will post 2.62 earnings per share for the current year.

Amkor Technology Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 22nd. Shareholders of record on Wednesday, September 2nd will be paid a $0.0835 dividend. The ex-dividend date is Wednesday, September 2nd. This represents a $0.33 annualized dividend and a dividend yield of 0.6%. Amkor Technology’s dividend payout ratio (DPR) is presently 14.80%.

Insider Buying and Selling

In other news, Director Douglas A. Alexander sold 5,000 shares of Amkor Technology stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $55.81, for a total transaction of $279,050.00. Following the sale, the director owned 29,109 shares of the company’s stock, valued at approximately $1,624,573.29. The trade was a 14.66% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Kevin K. Engel sold 3,221 shares of the business’s stock in a transaction that occurred on Thursday, July 30th. The stock was sold at an average price of $47.00, for a total value of $151,387.00. Following the transaction, the chief executive officer owned 9,666 shares of the company’s stock, valued at approximately $454,302. This represents a 24.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 50,221 shares of company stock valued at $3,059,887 in the last ninety days. Insiders own 26.40% of the company’s stock.

Amkor Technology News Summary

Here are the key news stories impacting Amkor Technology this week:

• Positive Sentiment: Bank of America initiated coverage with a Buy rating and a $70 price target, implying substantial upside from the referenced price. The firm highlighted Amkor’s potential to benefit from rising demand for advanced semiconductor packaging. Benzinga coverage report
• Positive Sentiment: The new coverage revived optimism around Amkor’s AI packaging opportunity, supported by its strategic partnerships with NVIDIA and TSMC to expand advanced packaging and testing capacity in the United States. Amkor Technology rallies as new coverage revives AI packaging thesis
• Positive Sentiment: Amkor’s recent quarterly results showed record revenue of $1.90 billion, 25.6% year-over-year growth, and earnings well above expectations. Management also provided third-quarter EPS guidance of $0.72 to $0.82, reinforcing the growth narrative.
• Neutral Sentiment: Analyst targets remain broadly above the market price, with recent targets ranging from $65 to $90 and a reported median of $79.50. However, target prices are expectations rather than guarantees. Wall Street analyst price targets
• Neutral Sentiment: Institutional positioning was mixed: 384 investors added shares in the latest reporting period, while 276 reduced holdings, including sizable sales by several funds.
• Negative Sentiment: Insider-trading data showed 19 open-market sales and no purchases over the past six months, including sales by executives. This may raise concerns about insider conviction, although transactions can reflect personal financial planning.
• Negative Sentiment: A comparative analysis argued that TTM Technologies offers stronger AI-driven growth and earnings prospects, potentially making it more attractive than Amkor despite TTM’s higher valuation. TTM Technologies versus Amkor comparison

Amkor Technology Company Profile

Amkor Technology, Inc (NASDAQ:AMKR) is a leading provider of outsourced semiconductor packaging and test (OSAT) services, supporting integrated device manufacturers and semiconductor foundries worldwide. The company offers a broad range of advanced packaging solutions, including wafer bumping, flip chip, system-in-package and ball grid array technologies, designed to meet the performance, power and form-factor demands of applications across consumer electronics, automotive, communications and industrial markets.

In addition to packaging, Amkor delivers comprehensive test services such as wafer probing, final test, system-level test and digital, analog and mixed-signal testing, enabling customers to accelerate time-to-market and reduce total costs.