Gallagher Fiduciary Advisors LLC Purchases Shares of 8,779 Ultra Clean Holdings, Inc. $UCTT

Gallagher Fiduciary Advisors LLC acquired a new position in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,779 shares of the semiconductor company’s stock, valued at approximately $1,252,000.

A number of other large investors have also recently made changes to their positions in the business. BlackRock Inc. acquired a new position in shares of Ultra Clean during the second quarter valued at about $986,722,000. Vanguard Group Inc. raised 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 worth $126,415,000 after acquiring an additional 293,048 shares during the last quarter. Invesco Ltd. lifted its position in Ultra Clean by 63.1% in the 4th quarter. Invesco Ltd. now owns 3,399,834 shares of the semiconductor company’s stock valued at $86,118,000 after acquiring an additional 1,315,407 shares in the last quarter. State Street Corp increased its holdings in Ultra Clean by 5.0% during the 4th quarter. State Street Corp now owns 1,852,482 shares of the semiconductor company’s stock worth $46,923,000 after purchasing an additional 87,931 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in Ultra Clean by 5.7% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 821,088 shares of the semiconductor company’s stock worth $20,798,000 after purchasing an additional 43,987 shares in the last quarter. 96.06% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Ultra Clean news, CFO Sheri Savage sold 15,766 shares of the business’s stock in a transaction 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 transaction, the chief financial officer owned 50,710 shares of the company’s stock, valued at approximately $4,537,023.70. The trade was a 23.72% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, General Counsel Paul Yoonku Cho sold 944 shares of the company’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $89.37, for a total value of $84,365.28. Following the completion of 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. Insiders have sold 31,131 shares of company stock worth $2,784,908 over the last quarter. 1.80% of the stock is currently owned by corporate insiders.

Ultra Clean Price Performance

Ultra Clean stock opened at $73.32 on Wednesday. Ultra Clean Holdings, Inc. has a 52 week low of $21.49 and a 52 week high of $144.22. The company’s 50 day moving average price is $96.90 and its two-hundred day moving average price is $80.73. The company has a quick ratio of 1.25, a current ratio of 2.73 and a debt-to-equity ratio of 0.84. The stock has a market cap of $3.29 billion, a P/E ratio of -141.00, a P/E/G ratio of 0.78 and a beta of 1.88.

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

Analysts Set New Price Targets

UCTT has been the topic of a number of recent research reports. Zacks Research upgraded Ultra Clean from a “hold” rating to a “strong-buy” rating in a report on Monday, May 25th. TD Cowen upped their price target on Ultra Clean from $130.00 to $140.00 and gave the stock a “buy” rating in a report on Tuesday, August 4th. Oppenheimer increased their price target on Ultra Clean from $115.00 to $150.00 and gave the company an “outperform” rating in a research report on Tuesday, August 4th. Needham & Company LLC raised their price objective on Ultra Clean from $92.00 to $125.00 and gave the company a “buy” rating in a research note on Tuesday, August 4th. Finally, Wall Street Zen raised shares of Ultra Clean from a “hold” rating to a “buy” rating in a report on Sunday, August 9th. One research analyst has rated the stock with a Strong Buy rating, five 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 an average rating of “Moderate Buy” and an average price target of $129.00.

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.