16,257 Shares in Ultra Clean Holdings, Inc. $UCTT Bought by Cookson Peirce & Co. Inc.

Cookson Peirce & Co. Inc. acquired a new position in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 16,257 shares of the semiconductor company’s stock, valued at approximately $2,318,000.

Several other institutional investors have also recently added to or reduced their stakes in UCTT. BlackRock Inc. bought a new position in shares of Ultra Clean in the 2nd quarter worth about $986,722,000. Vanguard Group Inc. boosted its holdings in shares of Ultra Clean by 6.2% in the 4th quarter. Vanguard Group Inc. now owns 4,990,724 shares of the semiconductor company’s stock valued at $126,415,000 after buying an additional 293,048 shares during the period. Invesco Ltd. grew its position in shares of Ultra Clean by 63.1% during the 4th quarter. Invesco Ltd. now owns 3,399,834 shares of the semiconductor company’s stock valued at $86,118,000 after buying an additional 1,315,407 shares during the last quarter. State Street Corp grew its position in shares of Ultra Clean by 5.0% during the 4th quarter. State Street Corp now owns 1,852,482 shares of the semiconductor company’s stock valued at $46,923,000 after buying an additional 87,931 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. raised its stake in Ultra Clean by 5.7% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 821,088 shares of the semiconductor company’s stock worth $20,798,000 after acquiring an additional 43,987 shares during the period. Institutional investors own 96.06% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the stock. Needham & Company LLC raised their target price on shares of Ultra Clean from $92.00 to $125.00 and gave the stock a “buy” rating in a report on Tuesday, August 4th. Zacks Research raised Ultra Clean from a “hold” rating to a “strong-buy” rating in a report on Monday, May 25th. Weiss Ratings cut Ultra Clean from a “sell (d)” rating to a “sell (d-)” rating in a research report on Friday, August 7th. UBS Group reissued a “buy” rating on shares of Ultra Clean in a report on Tuesday, August 4th. Finally, TD Cowen boosted their price objective on Ultra Clean from $130.00 to $140.00 and gave the company a “buy” rating in a research report on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $129.00.

Insider Activity at Ultra Clean

In related news, CFO Sheri Savage sold 15,766 shares of the firm’s stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $89.47, for a total value of $1,410,584.02. Following the sale, the chief financial officer directly owned 50,710 shares in the company, valued at $4,537,023.70. This trade represents a 23.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Paul Yoonku Cho sold 944 shares of the business’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $89.37, for a total value of $84,365.28. Following the transaction, the general counsel owned 22,941 shares of the company’s stock, valued at $2,050,237.17. This trade represents a 3.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 31,131 shares of company stock valued at $2,784,908. Insiders own 1.80% of the company’s stock.

Ultra Clean Stock Down 7.1%

UCTT stock opened at $69.48 on Friday. The stock has a market cap of $3.11 billion, a PE ratio of -133.62, a price-to-earnings-growth ratio of 0.74 and a beta of 1.88. The firm’s 50-day simple moving average is $94.17 and its 200 day simple moving average is $81.04. Ultra Clean Holdings, Inc. has a fifty-two week low of $21.49 and a fifty-two week high of $144.22. The company has a quick ratio of 1.25, a current ratio of 2.73 and a debt-to-equity ratio of 0.84.

Ultra Clean (NASDAQ:UCTT) last posted its earnings results on Monday, August 3rd. The semiconductor company reported $0.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.53 by $0.17. Ultra Clean had a negative net margin of 1.07% and a positive return on equity of 6.99%. The firm had revenue of $644.90 million during the quarter, compared to analyst estimates of $587.65 million. During the same period in the previous year, the business posted $0.27 EPS. Ultra Clean’s revenue was up 24.3% on a year-over-year basis. Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. As a group, sell-side analysts predict that Ultra Clean Holdings, Inc. will post 2.67 EPS for the current year.

About Ultra Clean

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.