135,000 Shares in Ultra Clean Holdings, Inc. $UCTT Acquired by 4D Advisors LLC

4D Advisors LLC bought a new position in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 135,000 shares of the semiconductor company’s stock, valued at approximately $3,420,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its position in Ultra Clean by 6.2% in the fourth quarter. Vanguard Group Inc. now owns 4,990,724 shares of the semiconductor company’s stock worth $126,415,000 after acquiring an additional 293,048 shares during the period. JPMorgan Chase & Co. raised its position in Ultra Clean by 90.6% in the third quarter. JPMorgan Chase & Co. now owns 589,055 shares of the semiconductor company’s stock worth $16,052,000 after acquiring an additional 279,953 shares during the period. Invesco Ltd. raised its position in Ultra Clean by 13.8% in the second quarter. Invesco Ltd. now owns 1,913,576 shares of the semiconductor company’s stock worth $43,189,000 after acquiring an additional 231,901 shares during the period. BNP Paribas Financial Markets raised its position in Ultra Clean by 360.3% in the second quarter. BNP Paribas Financial Markets now owns 271,843 shares of the semiconductor company’s stock worth $6,135,000 after acquiring an additional 212,791 shares during the period. Finally, Cubist Systematic Strategies LLC bought a new position in Ultra Clean in the second quarter worth approximately $4,347,000. Hedge funds and other institutional investors own 96.06% of the company’s stock.

Insider Buying and Selling

In other news, SVP Jamie J. Palfrey sold 8,691 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $79.72, for a total value of $692,846.52. Following the sale, the senior vice president directly owned 16,446 shares in the company, valued at $1,311,075.12. The trade was a 34.57% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Jeffrey L. Mckibben sold 4,205 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $87.00, for a total transaction of $365,835.00. Following the completion of the sale, the insider owned 11,349 shares in the company, valued at approximately $987,363. This trade represents a 27.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 80,106 shares of company stock worth $6,734,589 in the last 90 days. 1.80% of the stock is owned by company insiders.

Ultra Clean Stock Performance

Shares of NASDAQ UCTT opened at $111.61 on Thursday. The company has a debt-to-equity ratio of 0.86, a quick ratio of 1.72 and a current ratio of 3.07. The company has a market cap of $5.00 billion, a P/E ratio of -26.02, a P/E/G ratio of 1.46 and a beta of 1.94. The firm’s fifty day moving average is $84.51 and its two-hundred day moving average is $58.83. Ultra Clean Holdings, Inc. has a 52-week low of $19.51 and a 52-week high of $119.00.

Ultra Clean (NASDAQ:UCTT) last announced its quarterly earnings results on Tuesday, April 28th. The semiconductor company reported $0.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.27 by $0.04. The company had revenue of $533.70 million for the quarter, compared to the consensus estimate of $525.28 million. Ultra Clean had a negative net margin of 9.38% and a positive return on equity of 4.28%. Ultra Clean’s revenue for the quarter was up 2.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.28 EPS. Ultra Clean has set its Q2 2026 guidance at 0.440-0.600 EPS. As a group, analysts anticipate that Ultra Clean Holdings, Inc. will post 2.14 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

UCTT has been the topic of several recent research reports. Craig Hallum reiterated a “buy” rating and issued a $100.00 price target on shares of Ultra Clean in a research report on Tuesday, February 24th. Wall Street Zen downgraded shares of Ultra Clean from a “buy” rating to a “hold” rating in a research report on Saturday, June 13th. Needham & Company LLC raised their price objective on shares of Ultra Clean from $70.00 to $92.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. TD Cowen raised their price objective on shares of Ultra Clean from $70.00 to $100.00 and gave the company a “buy” rating in a research report on Wednesday, April 29th. Finally, UBS Group initiated coverage on shares of Ultra Clean in a research report on Tuesday, May 5th. They set a “buy” rating and a $130.00 price objective on the stock. Two analysts have rated the stock with a Strong Buy rating, four have given a Buy rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $107.40.

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.