Landscape Capital Management L.L.C. Takes Position in Ubiquiti Inc. $UI

Landscape Capital Management L.L.C. bought a new stake in Ubiquiti Inc. (NYSE:UI) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,792 shares of the company’s stock, valued at approximately $3,093,000.

A number of other institutional investors have also recently bought and sold shares of the business. Corient Private Wealth LLC boosted its holdings in Ubiquiti by 73,940.4% during the fourth quarter. Corient Private Wealth LLC now owns 1,113,568 shares of the company’s stock valued at $616,193,000 after purchasing an additional 1,112,064 shares in the last quarter. BlackRock Inc. acquired a new stake in shares of Ubiquiti in the 2nd quarter valued at $163,010,000. Arrowstreet Capital Limited Partnership grew its holdings in shares of Ubiquiti by 11.9% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 183,464 shares of the company’s stock worth $101,520,000 after purchasing an additional 19,504 shares during the last quarter. Morgan Stanley lifted its holdings in Ubiquiti by 7.7% during the 4th quarter. Morgan Stanley now owns 102,022 shares of the company’s stock valued at $56,454,000 after purchasing an additional 7,338 shares during the last quarter. Finally, Capital World Investors boosted its position in Ubiquiti by 16.2% in the fourth quarter. Capital World Investors now owns 100,056 shares of the company’s stock valued at $55,366,000 after buying an additional 13,970 shares in the last quarter. Institutional investors and hedge funds own 4.00% of the company’s stock.

Ubiquiti Trading Down 2.9%

NYSE:UI opened at $557.14 on Friday. Ubiquiti Inc. has a 1-year low of $440.00 and a 1-year high of $1,099.99. The business’s 50-day moving average price is $552.74 and its two-hundred day moving average price is $689.87. The firm has a market capitalization of $33.72 billion, a price-to-earnings ratio of 35.81 and a beta of 1.31.

Ubiquiti Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Monday, August 31st will be paid a $1.00 dividend. This represents a $4.00 annualized dividend and a yield of 0.7%. The ex-dividend date is Monday, August 31st. This is an increase from Ubiquiti’s previous quarterly dividend of $0.80. Ubiquiti’s dividend payout ratio (DPR) is presently 20.57%.

Key Stories Impacting Ubiquiti

Here are the key news stories impacting Ubiquiti this week:

• Positive Sentiment: Record quarterly results: Ubiquiti reported fiscal Q4 revenue of $937.3 million and non-GAAP diluted EPS of $4.73, exceeding analyst estimates of approximately $850.5 million in revenue and $4.03 EPS. Full-year fiscal 2026 revenue reached $3.3 billion, with non-GAAP EPS of $15.95. Ubiquiti Inc. Reports Fourth Quarter Fiscal 2026 Financial Results
• Positive Sentiment: Significant earnings beat: Quarterly EPS increased from $4.41 a year earlier and surpassed the consensus estimate, while the company reported a 30.43% net margin and 95.62% return on equity. Ubiquiti Inc. Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Higher shareholder returns: Ubiquiti declared a quarterly dividend of $1.00 per share, a 25% increase from $0.80, and extended its share-repurchase program. The dividend is payable September 8 to shareholders of record August 31. Ubiquiti Declares Dividend and Extends Share Repurchase Program
• Neutral Sentiment: Coverage highlighted a strategic shift that is drawing renewed investor attention, but the available report does not provide enough detail to determine its financial impact. Ubiquiti Strategy Shift Draws Fresh Market Focus
• Negative Sentiment: Sell-the-news reaction: One report characterized Ubiquiti’s market response as a plunge despite the earnings beat. With the stock trading at a high earnings multiple and below its 200-day moving average, investors may be demanding stronger forward guidance or additional growth catalysts. Ubiquiti Plummets on Q4 Financials

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. BWS Financial restated a “buy” rating and set a $980.00 price target on shares of Ubiquiti in a research report on Wednesday, July 8th. Weiss Ratings lowered Ubiquiti from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, May 29th. Wall Street Zen cut shares of Ubiquiti from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Barclays upped their price objective on Ubiquiti from $527.00 to $672.00 and gave the stock an “underweight” rating in a report on Monday, May 11th. Finally, Zacks Research cut Ubiquiti from a “strong-buy” rating to a “hold” rating in a research note on Friday, August 14th. Two analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Ubiquiti currently has an average rating of “Hold” and an average target price of $750.67.

Ubiquiti Profile

Ubiquiti Inc (NYSE: UI) is a U.S.-based technology company that designs and sells networking and wireless communication products for enterprise, service provider and consumer markets. Its product portfolio includes Wi‑Fi access points, routers and gateways, managed Ethernet switches, network management software, and IP surveillance systems. Ubiquiti’s offerings are organized under several well‑known lines—most notably UniFi for managed LAN/Wi‑Fi and networked video, AmpliFi for consumer Wi‑Fi, and product families targeting service‑provider and point‑to‑point wireless broadband applications.

The company emphasizes integrated hardware and software solutions, with centralized management and cloud‑enabled control as core features of its platform approach.