Northwestern Mutual Wealth Management Co. Increases Holdings in Amkor Technology, Inc. $AMKR

Northwestern Mutual Wealth Management Co. grew its holdings in Amkor Technology, Inc. (NASDAQ:AMKR) by 6,862.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 149,344 shares of the semiconductor company’s stock after acquiring an additional 147,199 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Amkor Technology were worth $5,896,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also made changes to their positions in the business. Signaturefd LLC lifted its position in shares of Amkor Technology by 11.3% in the fourth quarter. Signaturefd LLC now owns 2,644 shares of the semiconductor company’s stock valued at $104,000 after acquiring an additional 269 shares in the last quarter. Bessemer Group Inc. lifted its position in shares of Amkor Technology by 72.1% in the third quarter. Bessemer Group Inc. now owns 933 shares of the semiconductor company’s stock valued at $26,000 after acquiring an additional 391 shares in the last quarter. IFP Advisors Inc lifted its position in shares of Amkor Technology by 91.2% in the third quarter. IFP Advisors Inc now owns 937 shares of the semiconductor company’s stock valued at $27,000 after acquiring an additional 447 shares in the last quarter. Vest Financial LLC lifted its position in shares of Amkor Technology by 6.8% in the fourth quarter. Vest Financial LLC now owns 7,777 shares of the semiconductor company’s stock valued at $307,000 after acquiring an additional 493 shares in the last quarter. Finally, Ulland Investment Advisors LLC lifted its position in shares of Amkor Technology by 2.8% in the third quarter. Ulland Investment Advisors LLC now owns 18,260 shares of the semiconductor company’s stock valued at $519,000 after acquiring an additional 500 shares in the last quarter. 42.76% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Amkor Technology

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

• Positive Sentiment: Amkor said its HDFO CPU packaging ramp and stronger AI demand could nearly triple advanced packaging volumes in 2026, reinforcing the company’s growth outlook as compute spending expands. Can HDFO CPU Packaging Ramp Help Sustain AMKR’s Compute Growth?
• Positive Sentiment: Reuters reported that Amkor is working with AMD on advanced chip packaging after buying additional land in Arizona, a sign that customer demand and capacity expansion are both moving in Amkor’s favor. Amkor working with AMD on advanced packaging after acquiring more land in Arizona
• Positive Sentiment: Amkor updated its long-term earnings outlook, including FY 2028 EPS guidance above consensus, which can support the stock by signaling confidence in sustained profitability.
• Neutral Sentiment: Amkor held its 2026 Investor Day and rang the Nasdaq Closing Bell, a visibility event that may help investor sentiment but is not a direct financial driver. Amkor Technology to Host 2026 Investor Day and Ring Nasdaq Closing Bell
• Neutral Sentiment: CFO Megan Faust sold 1,000 shares under a pre-arranged 10b5-1 plan, which is typically viewed as routine insider activity rather than a strong bearish signal. Megan Faust Sells 1,000 Shares of Amkor Technology (NASDAQ:AMKR) Stock
• Negative Sentiment: Some market commentary noted that while Amkor remains an AI-linked growth name, competitors such as Lumentum may be viewed as having better near-term demand momentum, which could temper enthusiasm. LITE vs. AMKR: Which AI Connectivity Stock Has Better Potential?

Amkor Technology Price Performance

NASDAQ:AMKR opened at $65.75 on Friday. The company has a current ratio of 2.01, a quick ratio of 1.74 and a debt-to-equity ratio of 0.28. The company has a market capitalization of $16.30 billion, a P/E ratio of 37.57 and a beta of 2.29. Amkor Technology, Inc. has a 12 month low of $17.79 and a 12 month high of $79.23. The business’s 50-day moving average is $60.04 and its 200 day moving average is $49.37.

Amkor Technology (NASDAQ:AMKR) last issued its quarterly earnings data on Monday, April 27th. The semiconductor company reported $0.33 earnings per share for the quarter, topping the consensus estimate of $0.23 by $0.10. Amkor Technology had a return on equity of 9.88% and a net margin of 6.17%.The company had revenue of $1.68 billion for the quarter, compared to analysts’ expectations of $1.63 billion. During the same period in the previous year, the firm posted $0.09 earnings per share. The firm’s revenue for the quarter was up 27.5% on a year-over-year basis. On average, equities research analysts forecast that Amkor Technology, Inc. will post 2.08 earnings per share for the current fiscal year.

Amkor Technology Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 23rd. Shareholders of record on Wednesday, June 3rd will be paid a dividend of $0.0835 per share. This represents a $0.33 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend is Wednesday, June 3rd. Amkor Technology’s payout ratio is presently 18.86%.

Insider Activity at Amkor Technology

In other Amkor Technology news, Director Guillaume Marie Jean Rutten sold 50,000 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $74.28, for a total transaction of $3,714,000.00. Following the sale, the director directly owned 502,558 shares of the company’s stock, valued at $37,330,008.24. The trade was a 9.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Gil C. Tily sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $77.30, for a total value of $1,159,500.00. Following the sale, the director directly owned 108,806 shares in the company, valued at $8,410,703.80. The trade was a 12.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 145,500 shares of company stock valued at $9,844,325 over the last ninety days. 26.40% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

AMKR has been the topic of a number of research analyst reports. Zacks Research downgraded Amkor Technology from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, February 25th. Needham & Company LLC boosted their target price on Amkor Technology from $65.00 to $90.00 and gave the stock a “buy” rating in a research report on Tuesday, April 28th. JPMorgan Chase & Co. boosted their target price on Amkor Technology from $32.00 to $65.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 10th. B. Riley Financial boosted their target price on Amkor Technology from $65.00 to $70.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 28th. Finally, The Goldman Sachs Group boosted their target price on Amkor Technology from $43.00 to $65.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 28th. Four equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $62.75.

Amkor Technology 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.