First Eagle Investment Management LLC Purchases 8,000 Shares of Ultra Clean Holdings, Inc. $UCTT

First Eagle Investment Management LLC increased its position in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) by 2.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 410,569 shares of the semiconductor company’s stock after buying an additional 8,000 shares during the period. First Eagle Investment Management LLC owned 0.90% of Ultra Clean worth $10,400,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of UCTT. State of Alaska Department of Revenue increased its position in shares of Ultra Clean by 1.6% during the 4th quarter. State of Alaska Department of Revenue now owns 25,093 shares of the semiconductor company’s stock worth $635,000 after purchasing an additional 400 shares in the last quarter. Amalgamated Bank increased its position in shares of Ultra Clean by 3.4% during the 3rd quarter. Amalgamated Bank now owns 13,312 shares of the semiconductor company’s stock worth $363,000 after purchasing an additional 434 shares in the last quarter. Pitcairn Co. increased its position in shares of Ultra Clean by 3.3% during the 2nd quarter. Pitcairn Co. now owns 16,396 shares of the semiconductor company’s stock worth $370,000 after purchasing an additional 523 shares in the last quarter. EverSource Wealth Advisors LLC increased its position in shares of Ultra Clean by 148.9% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 926 shares of the semiconductor company’s stock worth $25,000 after purchasing an additional 554 shares in the last quarter. Finally, Danske Bank A S increased its position in shares of Ultra Clean by 450.0% during the 4th quarter. Danske Bank A S now owns 1,100 shares of the semiconductor company’s stock worth $28,000 after purchasing an additional 900 shares in the last quarter. 96.06% of the stock is owned by institutional investors.

Insider Activity

In related news, General Counsel Paul Yoonku Cho sold 2,000 shares of Ultra Clean stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $86.89, for a total transaction of $173,780.00. Following the transaction, the general counsel owned 15,844 shares of the company’s stock, valued at $1,376,685.16. This trade represents a 11.21% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Jeffrey L. Mckibben sold 2,500 shares of Ultra Clean stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $86.48, for a total transaction of $216,200.00. Following the transaction, the insider directly owned 15,554 shares in the company, valued at $1,345,109.92. The trade was a 13.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 36,572 shares of company stock worth $2,828,154 over the last quarter. 1.90% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research firms have recently commented on UCTT. Craig Hallum reissued a “buy” rating and set a $100.00 price target on shares of Ultra Clean in a research note on Tuesday, February 24th. UBS Group started coverage on shares of Ultra Clean in a research report on Tuesday, May 5th. They issued a “buy” rating and a $130.00 price objective for the company. Zacks Research cut shares of Ultra Clean from a “strong-buy” rating to a “hold” rating in a research report on Friday, April 24th. Oppenheimer boosted their price objective on shares of Ultra Clean from $85.00 to $100.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 29th. Finally, Wall Street Zen upgraded shares of Ultra Clean from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. One analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Ultra Clean currently has an average rating of “Moderate Buy” and a consensus target price of $104.40.

Ultra Clean Stock Down 2.9%

Shares of NASDAQ:UCTT opened at $82.99 on Wednesday. Ultra Clean Holdings, Inc. has a one year low of $18.93 and a one year high of $88.37. The company has a 50 day moving average of $68.31 and a 200-day moving average of $47.02. The company has a debt-to-equity ratio of 0.86, a current ratio of 3.07 and a quick ratio of 1.72. The stock has a market cap of $3.72 billion, a price-to-earnings ratio of -19.34, a P/E/G ratio of 1.20 and a beta of 1.94.

Ultra Clean (NASDAQ:UCTT) last issued its quarterly earnings results on Tuesday, April 28th. The semiconductor company reported $0.31 EPS for the quarter, topping the consensus estimate of $0.27 by $0.04. Ultra Clean had a negative net margin of 9.38% and a positive return on equity of 4.28%. The company had revenue of $533.70 million during the quarter, compared to analysts’ expectations of $525.28 million. During the same quarter in the previous year, the company earned $0.28 EPS. Ultra Clean’s revenue was up 2.9% on a year-over-year basis. Ultra Clean has set its Q2 2026 guidance at 0.440-0.600 EPS. On average, sell-side analysts forecast that Ultra Clean Holdings, Inc. will post 2.04 earnings per share for the current year.

Ultra Clean Profile

Ultra Clean Holdings, Inc is a global supplier of critical consumables and process tools for the semiconductor manufacturing industry. The company specializes in precision parts cleaning, chemical–mechanical planarization (CMP) slurries, surface conditioning pads, and specialty components used in wafer fabrication and advanced packaging. Ultra Clean also provides assembly and test hardware, tooling, and automated modules designed to support complex front-end and back-end processes in semiconductor fabs.

Ultra Clean’s product portfolio encompasses a range of cleaning systems and consumables aimed at particle and film removal, as well as CMP slurries and pads that are engineered for uniform material removal and planarization.