Knights of Columbus Asset Advisors LLC Grows Stake in Viavi Solutions Inc. $VIAV

Knights of Columbus Asset Advisors LLC grew its holdings in shares of Viavi Solutions Inc. (NASDAQ:VIAV) by 39.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 224,014 shares of the communications equipment provider’s stock after purchasing an additional 63,605 shares during the period. Knights of Columbus Asset Advisors LLC’s holdings in Viavi Solutions were worth $2,843,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Royal Bank of Canada boosted its holdings in Viavi Solutions by 11.5% in the first quarter. Royal Bank of Canada now owns 183,320 shares of the communications equipment provider’s stock worth $2,051,000 after acquiring an additional 18,910 shares in the last quarter. AQR Capital Management LLC raised its position in shares of Viavi Solutions by 110.5% in the 1st quarter. AQR Capital Management LLC now owns 33,663 shares of the communications equipment provider’s stock valued at $377,000 after purchasing an additional 17,673 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Viavi Solutions by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 131,061 shares of the communications equipment provider’s stock worth $1,467,000 after purchasing an additional 5,775 shares in the last quarter. Millennium Management LLC grew its position in Viavi Solutions by 205.4% during the 1st quarter. Millennium Management LLC now owns 476,767 shares of the communications equipment provider’s stock worth $5,335,000 after purchasing an additional 320,662 shares during the last quarter. Finally, United Services Automobile Association purchased a new position in shares of Viavi Solutions in the first quarter worth $165,000. 95.54% of the stock is currently owned by hedge funds and other institutional investors.

Viavi Solutions Stock Performance

VIAV opened at $24.46 on Friday. The firm has a fifty day moving average price of $18.53 and a 200 day moving average price of $14.69. Viavi Solutions Inc. has a 1 year low of $8.10 and a 1 year high of $24.99. The stock has a market cap of $5.46 billion, a P/E ratio of -135.88 and a beta of 0.94. The company has a debt-to-equity ratio of 1.46, a current ratio of 2.61 and a quick ratio of 1.74.

Viavi Solutions (NASDAQ:VIAV) last released its quarterly earnings data on Wednesday, January 28th. The communications equipment provider reported $0.22 earnings per share for the quarter, beating analysts’ consensus estimates of $0.19 by $0.03. Viavi Solutions had a negative net margin of 3.38% and a positive return on equity of 13.03%. The company had revenue of $369.30 million during the quarter, compared to analysts’ expectations of $365.25 million. During the same quarter in the previous year, the company earned $0.13 earnings per share. The firm’s revenue for the quarter was up 36.4% on a year-over-year basis. Viavi Solutions has set its Q3 2026 guidance at 0.220-4.000 EPS. Equities research analysts anticipate that Viavi Solutions Inc. will post 0.26 earnings per share for the current year.

Insider Buying and Selling

In other news, Director Eugenia Corrales sold 3,384 shares of the stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $18.76, for a total transaction of $63,483.84. Following the transaction, the director owned 3,384 shares in the company, valued at $63,483.84. This trade represents a 50.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Richard John Burns sold 3,384 shares of the stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $18.76, for a total transaction of $63,483.84. Following the transaction, the director directly owned 3,384 shares in the company, valued at approximately $63,483.84. The trade was a 50.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 606,226 shares of company stock valued at $10,714,820 in the last 90 days. Corporate insiders own 1.80% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. UBS Group upped their target price on Viavi Solutions from $12.00 to $17.00 and gave the company a “neutral” rating in a research report on Thursday, October 30th. Weiss Ratings reissued a “sell (d)” rating on shares of Viavi Solutions in a report on Monday, December 29th. B. Riley raised their price objective on Viavi Solutions from $18.00 to $22.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Argus increased their price target on shares of Viavi Solutions from $16.00 to $23.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Finally, Wall Street Zen cut shares of Viavi Solutions from a “strong-buy” rating to a “buy” rating in a research note on Sunday, January 18th. Six investment analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $22.13.

Viavi Solutions News Summary

Here are the key news stories impacting Viavi Solutions this week:

• Positive Sentiment: Q2 results beat expectations: VIAV reported $0.22 EPS (vs. $0.19 est.) and revenue of $369.3M, up 36% year‑over‑year — the beat and solid top‑line growth are driving optimism. VIAVI Solutions, Inc. Announces Second Quarter Fiscal 2026 Results
• Positive Sentiment: Management raised Q3 revenue guidance to $386M–$400M (well above consensus) and issued EPS guidance above expectations — investors view this as confirmation of durable demand from data center, 5G and defense end markets. Viavi anticipates $386M–$400M Q3 revenue with continued data center and aerospace momentum
• Positive Sentiment: Restructuring and cost actions (including a ~5% workforce reduction) were announced; the market cheered the expected margin improvement and the stock hit multi‑decade highs on the news. Viavi Solutions (VIAV) jumps to decades high on restructuring initiative
• Positive Sentiment: Analysts raised price targets and reiterated buys after the quarter (Needham, Susquehanna, Stifel among firms raising PTs), which supports further upside sentiment. Viavi Solutions (VIAV) PT Raised to $28 at Needham
• Neutral Sentiment: New product/IP expansion: Inertial Labs (a VIAVI company) launched IRINS, a LEO‑aided inertial navigation system addressing GNSS‑denied environments — strategic for defense/aerospace but likely a longer‑term revenue driver. Inertial Labs, a VIAVI Solutions Company, Launches IRINS LEO-Aided Inertial Navigation System
• Neutral Sentiment: Full transcripts and deep dives (earnings call/transcript coverage) add detail on segment mix (data center, NSE/OSP, aerospace) for investors modeling revenue sustainability. Viavi Solutions Inc. (VIAV) Q2 2026 Earnings Call Transcript
• Negative Sentiment: Restructuring includes workforce reductions (~5%) — while supportive of margins, layoffs carry execution and execution‑risk headlines that can spur volatility and short‑term investor concern. Viavi rises after ‘solid’ Q2 and outlook keeps analysts bullish to cut 5 workforce

About Viavi Solutions

Viavi Solutions Inc is a provider of network test, monitoring and assurance solutions for communications service providers, cable operators, enterprises and government agencies. The company offers an extensive portfolio of fiber optic and copper cable test and measurement instruments, wireless network testing equipment and network performance monitoring software. Its products are designed to support the deployment, maintenance and optimization of high-speed broadband, 5G wireless, data center and enterprise networks.

Viavi’s product offerings are organized into two primary segments: Network & Service Enablement and Optical Security & Performance.