HB Wealth Management LLC Acquires New Holdings in MKS Inc. $MKSI

HB Wealth Management LLC bought a new position in MKS Inc. (NASDAQ:MKSI) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 2,034 shares of the scientific and technical instruments company’s stock, valued at approximately $467,000.

Other hedge funds also recently bought and sold shares of the company. USA Financial Formulas acquired a new position in shares of MKS in the fourth quarter valued at $26,000. Global Retirement Partners LLC raised its stake in MKS by 560.0% during the fourth quarter. Global Retirement Partners LLC now owns 165 shares of the scientific and technical instruments company’s stock worth $26,000 after acquiring 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. Danske Bank A S acquired a new stake in MKS during the 3rd quarter valued at $37,000. Finally, CIBC Private Wealth Group LLC raised its stake in shares of MKS by 55.2% in the fourth quarter. CIBC Private Wealth Group LLC now owns 256 shares of the scientific and technical instruments company’s stock worth $41,000 after acquiring an additional 91 shares during the last quarter. 99.79% of the stock is currently owned by institutional investors.

Insider Transactions at MKS

In other news, EVP David Philip Henry sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, May 26th. The stock was sold at an average price of $330.50, for a total transaction of $826,250.00. Following the transaction, the executive vice president directly owned 16,341 shares of the company’s stock, valued at approximately $5,400,700.50. The trade was a 13.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Michelle M. Mccarthy sold 2,434 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $315.23, for a total value of $767,269.82. Following the transaction, the chief accounting officer owned 2 shares of the company’s stock, valued at approximately $630.46. This represents a 99.92% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 53,949 shares of company stock worth $17,446,108. Corporate insiders own 0.57% of the company’s stock.

Analysts Set New Price Targets

MKSI has been the topic of several recent research reports. KeyCorp raised their price target on MKS from $360.00 to $475.00 and gave the stock an “overweight” rating in a research report on Monday, June 29th. Wells Fargo & Company boosted their price objective on shares of MKS from $255.00 to $300.00 and gave the company an “equal weight” rating in a research report on Friday, May 8th. The Goldman Sachs Group reaffirmed a “sell” rating and set a $265.00 price target on shares of MKS in a research report on Thursday, May 7th. Weiss Ratings reissued a “hold (c)” rating on shares of MKS in a research report on Tuesday, April 21st. Finally, Morgan Stanley increased their price target on shares of MKS from $374.00 to $442.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $380.00.

MKS Price Performance

Shares of MKSI traded down $0.20 during midday trading on Friday, reaching $368.58. The stock had a trading volume of 862,555 shares, compared to its average volume of 1,471,869. The company has a current ratio of 1.11, a quick ratio of 0.70 and a debt-to-equity ratio of 0.94. The company has a market capitalization of $24.89 billion, a price-to-earnings ratio of 77.11, a price-to-earnings-growth ratio of 1.05 and a beta of 1.93. The company’s 50-day moving average is $344.01 and its 200 day moving average is $268.94. MKS Inc. has a 12-month low of $88.49 and a 12-month high of $447.62.

MKS (NASDAQ:MKSI) last released its earnings results on Wednesday, May 6th. The scientific and technical instruments company reported $2.30 earnings per share for the quarter, topping analysts’ consensus estimates of $2.00 by $0.30. The company had revenue of $1.08 billion during the quarter, compared to the consensus estimate of $1.05 billion. MKS had a return on equity of 21.49% and a net margin of 8.06%.MKS’s quarterly revenue was up 15.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.71 EPS. MKS has set its Q2 2026 guidance at 2.600-3.200 EPS. On average, equities analysts predict that MKS Inc. will post 11.77 EPS for the current fiscal year.

MKS Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, June 12th. Shareholders of record on Wednesday, June 3rd were issued a $0.25 dividend. The ex-dividend date was Wednesday, June 3rd. This represents a $1.00 annualized dividend and a yield of 0.3%. MKS’s dividend payout ratio (DPR) is 20.92%.

About MKS

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.