Caxton Associates LLP Has $1.49 Million Stock Holdings in Ultra Clean Holdings, Inc. $UCTT

Caxton Associates LLP raised its position in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) by 32.8% during the 1st quarter, HoldingsChannel reports. The fund owned 23,977 shares of the semiconductor company’s stock after buying an additional 5,922 shares during the quarter. Caxton Associates LLP’s holdings in Ultra Clean were worth $1,491,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of UCTT. Sei Investments Co. grew its stake in shares of Ultra Clean by 774.8% during the 1st quarter. Sei Investments Co. now owns 77,983 shares of the semiconductor company’s stock worth $4,849,000 after acquiring an additional 69,069 shares in the last quarter. Cetera Investment Advisers bought a new stake in shares of Ultra Clean in the first quarter worth $549,000. First Trust Advisors LP acquired a new position in Ultra Clean during the first quarter worth $377,000. PNC Financial Services Group Inc. boosted its holdings in Ultra Clean by 10.3% during the first quarter. PNC Financial Services Group Inc. now owns 4,414 shares of the semiconductor company’s stock worth $274,000 after purchasing an additional 414 shares during the last quarter. Finally, KBC Group NV bought a new position in Ultra Clean in the first quarter valued at $75,000. Institutional investors and hedge funds own 96.06% of the company’s stock.

Insider Buying and Selling

In other news, SVP Jamie J. Palfrey sold 8,691 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $79.72, for a total transaction of $692,846.52. Following the transaction, the senior vice president directly owned 16,446 shares in the company, valued at $1,311,075.12. The trade was a 34.57% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Emily M. Liggett sold 8,198 shares of the company’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $92.18, for a total transaction of $755,691.64. Following the completion of the sale, the director directly owned 38,152 shares in the company, valued at approximately $3,516,851.36. The trade was a 17.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 80,106 shares of company stock worth $6,734,589. Corporate insiders own 1.80% of the company’s stock.

Analyst Upgrades and Downgrades

UCTT has been the topic of several recent research reports. Wall Street Zen upgraded shares of Ultra Clean from a “hold” rating to a “buy” rating in a research note on Tuesday, July 7th. TD Cowen increased their price objective on shares of Ultra Clean from $100.00 to $130.00 and gave the stock a “buy” rating in a research note on Thursday, July 9th. Zacks Research upgraded shares of Ultra Clean from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 25th. Weiss Ratings upgraded Ultra Clean from a “sell (d)” rating to a “sell (d+)” rating in a report on Friday, July 10th. Finally, Oppenheimer lifted their target price on Ultra Clean from $100.00 to $115.00 and gave the company an “outperform” rating in a research report on Tuesday, June 9th. Two research analysts have rated the stock with a Strong Buy rating, four have given a Buy rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average target price of $113.40.

Ultra Clean Trading Down 7.8%

NASDAQ UCTT opened at $92.75 on Friday. Ultra Clean Holdings, Inc. has a 12 month low of $21.28 and a 12 month high of $144.22. The company has a current ratio of 3.07, a quick ratio of 1.72 and a debt-to-equity ratio of 0.86. The stock has a 50 day moving average of $100.50 and a 200-day moving average of $74.18. The company has a market cap of $4.16 billion, a PE ratio of -21.62, a PEG ratio of 1.24 and a beta of 1.83.

Ultra Clean (NASDAQ:UCTT) last issued its earnings results on Tuesday, April 28th. The semiconductor company reported $0.31 earnings per share for the quarter, topping analysts’ consensus estimates of $0.27 by $0.04. Ultra Clean had a negative net margin of 9.38% and a positive return on equity of 4.28%. The business had revenue of $533.70 million for the quarter, compared to the consensus estimate of $525.28 million. During the same period in the previous year, the company earned $0.28 earnings per share. The firm’s revenue for the quarter was up 2.9% on a year-over-year basis. Ultra Clean has set its Q2 2026 guidance at 0.440-0.600 EPS. On average, equities research analysts anticipate that Ultra Clean Holdings, Inc. will post 2.14 EPS for the current fiscal year.

Ultra Clean Company Profile

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.