Ultra Clean Holdings, Inc. $UCTT Shares Acquired by BNP Paribas Financial Markets

BNP Paribas Financial Markets grew its holdings in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) by 8.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 426,561 shares of the semiconductor company’s stock after buying an additional 31,856 shares during the period. BNP Paribas Financial Markets’ holdings in Ultra Clean were worth $10,805,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of UCTT. Royal Bank of Canada raised its position in shares of Ultra Clean by 35.8% in the first quarter. Royal Bank of Canada now owns 25,926 shares of the semiconductor company’s stock valued at $555,000 after buying an additional 6,841 shares during the last quarter. AQR Capital Management LLC increased its position in Ultra Clean by 16.9% during the first quarter. AQR Capital Management LLC now owns 198,791 shares of the semiconductor company’s stock worth $4,256,000 after purchasing an additional 28,690 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Ultra Clean by 5.0% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,425 shares of the semiconductor company’s stock worth $566,000 after purchasing an additional 1,257 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Ultra Clean by 18.0% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 85,094 shares of the semiconductor company’s stock worth $1,822,000 after purchasing an additional 13,005 shares during the last quarter. Finally, Jane Street Group LLC increased its position in Ultra Clean by 1,987.5% during the first quarter. Jane Street Group LLC now owns 148,214 shares of the semiconductor company’s stock worth $3,173,000 after purchasing an additional 141,114 shares during the last quarter. 96.06% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, SVP Jamie J. Palfrey sold 8,691 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $79.72, for a total value of $692,846.52. Following the completion of the transaction, the senior vice president owned 16,446 shares of the company’s stock, valued at approximately $1,311,075.12. This trade represents a 34.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Emily M. Liggett sold 8,198 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $92.18, for a total transaction of $755,691.64. Following the completion of the transaction, the director directly owned 38,152 shares of the company’s stock, valued at approximately $3,516,851.36. The trade was a 17.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 49,919 shares of company stock valued at $4,034,046. 1.80% of the stock is owned by company insiders.

Ultra Clean Trading Up 2.3%

NASDAQ UCTT opened at $83.93 on Tuesday. The firm has a 50 day simple moving average of $78.49 and a 200-day simple moving average of $54.84. The company has a debt-to-equity ratio of 0.86, a quick ratio of 1.72 and a current ratio of 3.07. Ultra Clean Holdings, Inc. has a one year low of $19.51 and a one year high of $94.95. The firm has a market cap of $3.76 billion, a price-to-earnings ratio of -19.56, a PEG ratio of 1.15 and a beta of 1.94.

Ultra Clean (NASDAQ:UCTT) last posted its quarterly earnings data on Tuesday, April 28th. The semiconductor company reported $0.31 EPS for the quarter, beating 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 business had revenue of $533.70 million during the quarter, compared to analyst estimates of $525.28 million. During the same quarter last year, the firm posted $0.28 earnings per share. The business’s revenue for the quarter was up 2.9% compared to the same quarter last year. Ultra Clean has set its Q2 2026 guidance at 0.440-0.600 EPS. Equities research analysts anticipate that Ultra Clean Holdings, Inc. will post 2.04 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the stock. Craig Hallum restated a “buy” rating and set a $100.00 price objective on shares of Ultra Clean in a research report on Tuesday, February 24th. Wall Street Zen upgraded shares of Ultra Clean from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. TD Cowen raised their price objective on shares of Ultra Clean from $70.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Needham & Company LLC increased their target price on shares of Ultra Clean from $70.00 to $92.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Finally, Zacks Research raised shares of Ultra Clean from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 25th. Two investment analysts have rated the stock with a Strong Buy rating, four have given a Buy rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Buy” and a consensus price target of $104.40.

About Ultra Clean

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.