HB Wealth Management LLC Makes New $467,000 Investment in MKS Inc. $MKSI

HB Wealth Management LLC purchased a new stake in shares of MKS Inc. (NASDAQ:MKSI) during the first quarter, HoldingsChannel reports. The institutional investor purchased 2,034 shares of the scientific and technical instruments company’s stock, valued at approximately $467,000.

A number of other hedge funds also recently added to or reduced their stakes in MKSI. Counterpoint Mutual Funds LLC increased its holdings in MKS by 25.1% in the 1st quarter. Counterpoint Mutual Funds LLC now owns 2,430 shares of the scientific and technical instruments company’s stock worth $558,000 after buying an additional 487 shares in the last quarter. Sierra Summit Advisors LLC purchased a new stake in MKS during the 1st quarter valued at $1,121,000. Y Intercept Hong Kong Ltd purchased a new position in shares of MKS in the 1st quarter worth $2,237,000. Leonteq Securities AG boosted its position in MKS by 66.8% in the first quarter. Leonteq Securities AG now owns 1,179 shares of the scientific and technical instruments company’s stock worth $271,000 after purchasing an additional 472 shares during the last quarter. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new stake in shares of MKS during the 1st quarter valued at about $603,000. 99.79% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at MKS

In other MKS news, EVP Kathleen Flaherty Burke sold 4,355 shares of MKS stock in a transaction on Monday, May 11th. The shares were sold at an average price of $319.94, for a total transaction of $1,393,338.70. Following the completion of the transaction, the executive vice president directly owned 49,439 shares of the company’s stock, valued at $15,817,513.66. The trade was a 8.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP David Philip Henry sold 2,500 shares of the stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $330.50, for a total transaction of $826,250.00. Following the completion of the sale, the executive vice president directly owned 16,341 shares in the company, valued at approximately $5,400,700.50. This represents a 13.27% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 53,949 shares of company stock worth $17,446,108. 0.57% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. TD Cowen reiterated a “buy” rating on shares of MKS in a research report on Thursday, May 7th. Wall Street Zen lowered shares of MKS from a “strong-buy” rating to a “buy” rating in a report on Saturday, May 23rd. Citigroup lifted their price target on shares of MKS from $290.00 to $355.00 and gave the company a “buy” rating in a report on Friday, May 8th. Bank of America lifted their target price on shares of MKS from $380.00 to $500.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Finally, Morgan Stanley boosted their price objective on MKS from $374.00 to $442.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, MKS has a consensus rating of “Moderate Buy” and an average target price of $380.00.

MKS Price Performance

MKSI traded down $0.20 during trading hours on Friday, hitting $368.58. The company’s stock had a trading volume of 862,555 shares, compared to its average volume of 1,471,869. The stock has a market cap of $24.89 billion, a price-to-earnings ratio of 77.11, a P/E/G ratio of 1.05 and a beta of 1.93. The business’s 50-day moving average price is $344.01 and its 200-day moving average price is $268.94. The company has a current ratio of 1.11, a quick ratio of 0.70 and a debt-to-equity ratio of 0.94. MKS Inc. has a 12 month low of $88.49 and a 12 month high of $447.62.

MKS (NASDAQ:MKSI) last posted its earnings results on Wednesday, May 6th. The scientific and technical instruments company reported $2.30 earnings per share for the quarter, topping analysts’ consensus estimates of $2.00 by $0.30. The firm had revenue of $1.08 billion for the quarter, compared to the consensus estimate of $1.05 billion. MKS had a net margin of 8.06% and a return on equity of 21.49%. The business’s quarterly revenue was up 15.2% on a year-over-year basis. During the same period in the previous year, the firm posted $1.71 EPS. MKS has set its Q2 2026 guidance at 2.600-3.200 EPS. Sell-side analysts expect that MKS Inc. will post 11.77 earnings per share for the current fiscal year.

MKS Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, June 12th. Stockholders of record on Wednesday, June 3rd were paid a $0.25 dividend. This represents a $1.00 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Wednesday, June 3rd. MKS’s dividend payout ratio (DPR) is presently 20.92%.

MKS 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.