Photronics, Inc. $PLAB Shares Bought by Sei Investments Co.

Sei Investments Co. grew its holdings in Photronics, Inc. (NASDAQ:PLAB) by 112.0% in the 1st quarter, Holdings Channel.com reports. The fund owned 127,208 shares of the semiconductor company’s stock after buying an additional 67,203 shares during the period. Sei Investments Co.’s holdings in Photronics were worth $5,140,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of PLAB. Invesco Ltd. raised its position in shares of Photronics by 395.9% in the 4th quarter. Invesco Ltd. now owns 1,536,374 shares of the semiconductor company’s stock valued at $49,164,000 after purchasing an additional 1,226,588 shares during the last quarter. Vaughan Nelson Investment Management L.P. acquired a new position in Photronics during the 1st quarter valued at approximately $47,902,000. Janus Henderson Group PLC raised its holdings in shares of Photronics by 2,201.5% in the fourth quarter. Janus Henderson Group PLC now owns 621,448 shares of the semiconductor company’s stock worth $19,883,000 after buying an additional 594,446 shares during the last quarter. LSV Asset Management lifted its stake in shares of Photronics by 14.7% during the fourth quarter. LSV Asset Management now owns 2,883,463 shares of the semiconductor company’s stock worth $92,271,000 after buying an additional 370,489 shares during the period. Finally, Arrowstreet Capital Limited Partnership purchased a new stake in shares of Photronics during the third quarter valued at $8,416,000. Hedge funds and other institutional investors own 88.38% of the company’s stock.

Photronics Price Performance

PLAB stock opened at $32.61 on Wednesday. The company has a market capitalization of $1.92 billion, a P/E ratio of 11.90 and a beta of 1.38. Photronics, Inc. has a 12 month low of $19.46 and a 12 month high of $56.00. The firm’s fifty day simple moving average is $31.11 and its 200-day simple moving average is $37.82.

Photronics (NASDAQ:PLAB) last posted its earnings results on Thursday, May 28th. The semiconductor company reported $0.42 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.53 by ($0.11). Photronics had a net margin of 18.47% and a return on equity of 7.69%. The business had revenue of $209.94 million for the quarter, compared to analyst estimates of $216.47 million. During the same quarter in the prior year, the firm earned $0.40 earnings per share. The company’s revenue for the quarter was down .5% on a year-over-year basis. Photronics has set its Q3 2026 guidance at 0.390-0.450 EPS.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on PLAB shares. Zacks Research lowered Photronics from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, May 13th. Craig Hallum reiterated a “buy” rating on shares of Photronics in a research note on Friday, May 29th. Freedom Capital raised Photronics to a “strong-buy” rating in a report on Thursday, July 2nd. Weiss Ratings restated a “hold (c+)” rating on shares of Photronics in a research note on Friday, July 24th. Finally, Wall Street Zen downgraded Photronics from a “buy” rating to a “hold” rating in a report on Saturday, June 13th. Two research analysts have rated the stock with a Strong Buy rating, three have issued a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $49.33.

More Photronics News

Here are the key news stories impacting Photronics this week:

• Neutral Sentiment: Multiple law firms reiterated that investors who purchased Photronics securities between December 10, 2025, and May 27, 2026, have until September 4, 2026, to seek appointment as lead plaintiff in a federal securities class action. Rosen investor notice
• Negative Sentiment: The lawsuit alleges that Photronics and certain executives misled investors about demand and the outlook for its high-end integrated-circuit photomask business. Specific allegations reference “trusted mask” and “robust global order” representations that allegedly inflated the stock before a sharp decline. Hagens Berman investor alert
• Negative Sentiment: The repeated announcements increase visibility around potential securities-law exposure, possible damages, legal expenses, and reputational risk. However, the notices mainly seek potential plaintiffs and do not establish that Photronics committed wrongdoing. Bernstein Liebhard shareholder alert

About Photronics

Photronics, Inc is a leading global supplier of photomask products used in the manufacture of integrated circuits, flat panel displays, microelectromechanical systems (MEMS), and advanced packaging applications. Photomasks, also known as reticles, are critical templates that carry the precise circuit patterns required for semiconductor lithography processes. The company offers a comprehensive range of mask solutions, including binary masks, attenuated phase-shift masks, reticles for micro-optics, and specialized products for high‐resolution applications.

Founded in 1969 and headquartered in Brookfield, Connecticut, Photronics has grown through organic expansion and strategic investments in high‐end lithography technology.