MKS (NASDAQ:MKSI – Free Report) had its price objective upped by JPMorgan Chase & Co. from $265.00 to $305.00 in a research report released on Thursday,Benzinga reports. They currently have an overweight rating on the scientific and technical instruments company’s stock.
Several other research firms have also recently weighed in on MKSI. Benchmark increased their target price on shares of MKS from $135.00 to $180.00 and gave the company a “buy” rating in a research note on Friday, November 7th. Citigroup raised their price objective on MKS from $185.00 to $295.00 and gave the stock a “buy” rating in a research report on Thursday. Morgan Stanley restated an “overweight” rating and set a $300.00 price objective on shares of MKS in a research report on Thursday. Bank of America lifted their price target on shares of MKS from $215.00 to $255.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Finally, Mizuho set a $320.00 price objective on shares of MKS in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $273.46.
Read Our Latest Analysis on MKS
MKS Stock Up 4.1%
MKS (NASDAQ:MKSI – Get Free Report) last announced its earnings results on Tuesday, February 17th. The scientific and technical instruments company reported $2.47 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $2.51 by ($0.04). The company had revenue of $1.03 billion for the quarter, compared to the consensus estimate of $1.02 billion. MKS had a return on equity of 20.85% and a net margin of 7.53%.The company’s revenue was up 10.5% compared to the same quarter last year. During the same period last year, the firm posted $2.15 EPS. MKS has set its Q1 2026 guidance at 1.720-2.280 EPS. As a group, sell-side analysts anticipate that MKS will post 6.94 earnings per share for the current year.
MKS Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 6th. Shareholders of record on Monday, February 23rd will be issued a dividend of $0.25 per share. The ex-dividend date of this dividend is Monday, February 23rd. This is a boost from MKS’s previous quarterly dividend of $0.22. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. MKS’s dividend payout ratio (DPR) is 20.14%.
Insider Activity at MKS
In other news, Director Elizabeth Mora sold 300 shares of the company’s stock in a transaction dated Tuesday, December 2nd. The shares were sold at an average price of $158.81, for a total value of $47,643.00. Following the sale, the director owned 18,963 shares of the company’s stock, valued at approximately $3,011,514.03. This represents a 1.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.57% of the company’s stock.
Hedge Funds Weigh In On MKS
A number of institutional investors and hedge funds have recently added to or reduced their stakes in MKSI. USA Financial Formulas acquired a new stake in shares of MKS during the fourth quarter worth approximately $26,000. Global Retirement Partners LLC increased its holdings in MKS by 560.0% during the 4th quarter. Global Retirement Partners LLC now owns 165 shares of the scientific and technical instruments company’s stock valued at $26,000 after purchasing an additional 140 shares in the last quarter. IFP Advisors Inc increased its holdings in MKS by 616.7% during the 4th quarter. IFP Advisors Inc now owns 172 shares of the scientific and technical instruments company’s stock valued at $27,000 after purchasing an additional 148 shares in the last quarter. SJS Investment Consulting Inc. bought a new position in MKS in the 3rd quarter valued at $30,000. Finally, Smartleaf Asset Management LLC boosted its stake in MKS by 74.5% in the third quarter. Smartleaf Asset Management LLC now owns 260 shares of the scientific and technical instruments company’s stock worth $32,000 after purchasing an additional 111 shares in the last quarter. 99.79% of the stock is currently owned by institutional investors and hedge funds.
More MKS News
Here are the key news stories impacting MKS this week:
- Positive Sentiment: Q4 revenue beat and segment strength — MKS reported $1.03B in Q4 revenue (+10% YoY) with Electronics & Packaging up ~19%, showing demand strength in key end markets that supports higher earnings power. MKS Inc. (MKSI) Reports $1.03B Q4 2025 Revenue
- Positive Sentiment: JPMorgan raised its price target to $305 and keeps an overweight rating — a bullish analyst move that likely boosted investor confidence and helped lift the stock. JPMorgan raises MKSI price target
- Positive Sentiment: Needham increased its target to $300 and maintains a buy rating — another bullish signal adding upward pressure. Needham raises MKSI price target
- Neutral Sentiment: Wells Fargo raised its target to $255 but kept an equal‑weight rating — a modestly constructive update, though its PT sits near the stock price and signals limited upside. Wells Fargo raises MKSI price target
- Neutral Sentiment: Full earnings call transcript is available for detail seekers — useful for judging management tone on orders, backlog and guidance. MKS Q4 2025 earnings call transcript
- Negative Sentiment: Small EPS miss — Q4 EPS $2.47 vs. consensus $2.51 (miss by $0.04). The slight miss tempered the rally and left some investors wanting a larger beat.
- Negative Sentiment: Mixed/contrarian analyst views: Goldman Sachs raised its price target (to $200) but maintains a sell rating, signaling that some firms still see meaningful downside — this contributes to mixed market reaction. Goldman raises PT but keeps sell rating
- Negative Sentiment: Investor disappointment / short‑term selling pressure — stories about the stock gapping down and falling after the print reflect that some traders sought a larger beat, creating intraday swings despite underlying revenue strength. MKS shares gap down following weak earnings MKS stock falls; investors wanted larger beat
MKS Company Profile
MKS Instruments, Inc (NASDAQ: MKSI) designs, manufactures and markets technology solutions that enable advanced processes in a variety of high‐technology and industrial markets. The company’s core offerings include vacuum and gas delivery systems, pressure and flow measurement instruments, optical metrology tools, photonics subsystems and critical components for manufacturing processes. These products support the precise control and monitoring needs of semiconductor, industrial manufacturing, life and health sciences, and research applications.
The company’s product portfolio features mass flow controllers, pressure transducers, vacuum gauges, gas purity monitors, laser-based metrology systems and photonic devices such as lasers and detectors.
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