Oliver Luxxe Assets LLC Invests $3.62 Million in MKS Inc. $MKSI

Oliver Luxxe Assets LLC bought a new stake in MKS Inc. (NASDAQ:MKSI) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 22,641 shares of the scientific and technical instruments company’s stock, valued at approximately $3,618,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Wedmont Private Capital increased its position in MKS by 7.4% during the 4th quarter. Wedmont Private Capital now owns 3,064 shares of the scientific and technical instruments company’s stock worth $490,000 after purchasing an additional 211 shares during the period. MassMutual Private Wealth & Trust FSB raised its stake in shares of MKS by 6.9% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 898 shares of the scientific and technical instruments company’s stock worth $144,000 after buying an additional 58 shares in the last quarter. Avior Wealth Management LLC raised its stake in shares of MKS by 23.9% during the 4th quarter. Avior Wealth Management LLC now owns 2,695 shares of the scientific and technical instruments company’s stock worth $431,000 after buying an additional 519 shares in the last quarter. GAMMA Investing LLC lifted its holdings in shares of MKS by 15.1% in the 4th quarter. GAMMA Investing LLC now owns 2,862 shares of the scientific and technical instruments company’s stock valued at $457,000 after buying an additional 376 shares during the period. Finally, Mirabella Financial Services LLP acquired a new stake in shares of MKS in the 3rd quarter valued at approximately $343,000. 99.79% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other MKS news, Director Jacqueline F. Moloney sold 340 shares of the business’s stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $213.77, for a total value of $72,681.80. Following the transaction, the director owned 10,393 shares in the company, valued at $2,221,711.61. The trade was a 3.17% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO John Tseng-Chung Lee sold 30,000 shares of the business’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $256.77, for a total transaction of $7,703,100.00. Following the completion of the transaction, the chief executive officer owned 154,696 shares in the company, valued at $39,721,291.92. This represents a 16.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 68,503 shares of company stock worth $17,288,099 over the last three months. 0.57% of the stock is currently owned by corporate insiders.

MKS Stock Down 4.1%

Shares of NASDAQ MKSI opened at $227.13 on Friday. The stock has a fifty day moving average price of $231.43 and a 200 day moving average price of $174.60. The company has a market cap of $15.27 billion, a P/E ratio of 51.97, a P/E/G ratio of 1.22 and a beta of 1.94. MKS Inc. has a 12-month low of $54.84 and a 12-month high of $269.91. The company has a current ratio of 2.71, a quick ratio of 1.71 and a debt-to-equity ratio of 1.53.

MKS (NASDAQ:MKSI) last issued its earnings results on Tuesday, February 17th. The scientific and technical instruments company reported $2.47 earnings per share for the quarter, missing the consensus estimate of $2.51 by ($0.04). The company had revenue of $1.03 billion during the quarter, compared to analysts’ expectations of $1.02 billion. MKS had a return on equity of 20.85% and a net margin of 7.53%.MKS’s quarterly revenue was up 10.5% on a year-over-year basis. During the same period in the previous year, the company earned $2.15 EPS. MKS has set its Q1 2026 guidance at 1.720-2.280 EPS. Research analysts anticipate that MKS Inc. will post 6.94 EPS for the current fiscal year.

MKS Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, March 6th. Investors of record on Monday, February 23rd were issued a dividend of $0.25 per share. This represents a $1.00 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend was Monday, February 23rd. This is a positive change from MKS’s previous quarterly dividend of $0.22. MKS’s dividend payout ratio (DPR) is 22.88%.

Wall Street Analysts Forecast Growth

MKSI has been the topic of a number of recent analyst reports. Wall Street Zen cut shares of MKS from a “strong-buy” rating to a “buy” rating in a research note on Saturday, January 3rd. Morgan Stanley reissued an “overweight” rating and set a $300.00 price objective on shares of MKS in a research note on Thursday, February 19th. Bank of America lifted their price objective on MKS from $215.00 to $255.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Wells Fargo & Company lifted their target price on shares of MKS from $210.00 to $255.00 and gave the stock an “equal weight” rating in a research note on Thursday, February 19th. Finally, Cantor Fitzgerald upped their price objective on shares of MKS from $200.00 to $300.00 and gave the company an “overweight” rating in a research note on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, MKS has a consensus rating of “Moderate Buy” and a consensus price target of $273.08.

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.