Impact Partnership Wealth LLC Buys New Stake in MKS Inc. $MKSI

Impact Partnership Wealth LLC bought a new stake in MKS Inc. (NASDAQ:MKSI) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,784 shares of the scientific and technical instruments company’s stock, valued at approximately $764,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in MKSI. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its stake in MKS by 3.6% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 267,421 shares of the scientific and technical instruments company’s stock valued at $21,434,000 after acquiring an additional 9,170 shares during the period. EverSource Wealth Advisors LLC increased its stake in MKS by 63.4% in the second quarter. EverSource Wealth Advisors LLC now owns 838 shares of the scientific and technical instruments company’s stock valued at $83,000 after acquiring an additional 325 shares during the period. First Trust Advisors LP increased its stake in MKS by 3,545.6% in the second quarter. First Trust Advisors LP now owns 141,267 shares of the scientific and technical instruments company’s stock valued at $14,036,000 after acquiring an additional 137,392 shares during the period. Cerity Partners LLC bought a new stake in MKS in the second quarter valued at about $1,676,000. Finally, AXA S.A. increased its stake in MKS by 22.8% in the second quarter. AXA S.A. now owns 29,253 shares of the scientific and technical instruments company’s stock valued at $2,907,000 after acquiring an additional 5,430 shares during the period. Institutional investors own 99.79% of the company’s stock.

Insider Activity at MKS

In other news, Director Gerald G. Colella sold 20,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $333.40, for a total transaction of $6,668,000.00. Following the transaction, the director directly owned 20,017 shares in the company, valued at approximately $6,673,667.80. This represents a 49.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Ramakumar Mayampurath sold 8,810 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $315.48, for a total transaction of $2,779,378.80. Following the transaction, the chief financial officer owned 1 shares in the company, valued at $315.48. The trade was a 99.99% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 56,723 shares of company stock valued at $17,830,688 in the last three months. 0.57% of the stock is currently owned by corporate insiders.

MKS News Roundup

Here are the key news stories impacting MKS this week:

• Positive Sentiment: Zacks Research raised long-term earnings estimates for MKS, including FY2026 EPS of $11.86, FY2027 EPS of $15.00, and FY2028 EPS of $18.24, reinforcing the view that profit growth could remain strong. This kind of higher forward guidance can support the stock by signaling improving earnings power.
• Positive Sentiment: The company’s most recent earnings report beat expectations, with MKS posting $2.30 EPS on $1.08 billion in revenue, both above consensus. Strong results and raised Q2 guidance continue to back the bullish case for MKSI.
• Positive Sentiment: Wall Street has remained broadly constructive, with multiple firms maintaining Buy or Overweight ratings and several raising price targets into the $360-$400 range. That analyst support may be helping keep sentiment positive around MKS.
• Neutral Sentiment: MKS also reaffirmed its quarterly dividend of $0.25 per share, which provides income support but is too small to be a major near-term stock driver.
• Negative Sentiment: Several insiders sold shares recently, including Director Gerald G. Colella, Director Joseph Donahue, and EVP David Philip Henry. While the sales were disclosed as planned transactions in at least some cases, insider selling can still create caution among investors.

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. Citigroup boosted their price target on shares of MKS from $290.00 to $355.00 and gave the company a “buy” rating in a research report on Friday, May 8th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $380.00 price target on shares of MKS in a research report on Friday, May 8th. Wall Street Zen lowered shares of MKS from a “strong-buy” rating to a “buy” rating in a research report on Saturday, May 23rd. Weiss Ratings restated a “hold (c)” rating on shares of MKS in a research report on Tuesday, April 21st. Finally, Needham & Company LLC boosted their price target on shares of MKS from $300.00 to $360.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $324.92.

MKS Price Performance

NASDAQ:MKSI opened at $324.26 on Friday. The firm has a market cap of $21.90 billion, a PE ratio of 67.84, a price-to-earnings-growth ratio of 1.17 and a beta of 1.98. MKS Inc. has a 12 month low of $80.22 and a 12 month high of $339.00. The company has a quick ratio of 0.70, a current ratio of 1.11 and a debt-to-equity ratio of 0.94. The company’s 50-day moving average price is $276.48 and its two-hundred day moving average price is $224.45.

MKS (NASDAQ:MKSI) last announced its earnings results on Wednesday, May 6th. The scientific and technical instruments company reported $2.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.00 by $0.30. MKS had a net margin of 8.06% and a return on equity of 21.49%. The company had revenue of $1.08 billion for the quarter, compared to analyst estimates of $1.05 billion. During the same period in the prior year, the business earned $1.71 earnings per share. MKS’s quarterly revenue was up 15.2% on a year-over-year basis. MKS has set its Q2 2026 guidance at 2.600-3.200 EPS. On average, equities analysts anticipate that MKS Inc. will post 11.73 EPS for the current fiscal year.

MKS Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, June 12th. Stockholders of record on Wednesday, June 3rd will be given a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date is Wednesday, June 3rd. MKS’s dividend payout ratio is presently 20.92%.

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.