Knights of Columbus Asset Advisors LLC Acquires 63,605 Shares of Viavi Solutions Inc. $VIAV

Knights of Columbus Asset Advisors LLC lifted its stake in Viavi Solutions Inc. (NASDAQ:VIAV) by 39.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 224,014 shares of the communications equipment provider’s stock after buying an additional 63,605 shares during the quarter. Knights of Columbus Asset Advisors LLC owned about 0.10% of Viavi Solutions worth $2,843,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. GAMMA Investing LLC lifted its holdings in Viavi Solutions by 33.6% in the 3rd quarter. GAMMA Investing LLC now owns 3,278 shares of the communications equipment provider’s stock worth $42,000 after purchasing an additional 825 shares in the last quarter. Covestor Ltd lifted its holdings in shares of Viavi Solutions by 22.9% in the third quarter. Covestor Ltd now owns 3,631 shares of the communications equipment provider’s stock worth $46,000 after buying an additional 676 shares in the last quarter. Nisa Investment Advisors LLC grew its stake in Viavi Solutions by 32.0% during the third quarter. Nisa Investment Advisors LLC now owns 3,707 shares of the communications equipment provider’s stock valued at $47,000 after acquiring an additional 898 shares in the last quarter. Park Avenue Securities LLC bought a new stake in Viavi Solutions in the 2nd quarter valued at $109,000. Finally, Vise Technologies Inc. purchased a new stake in Viavi Solutions in the 2nd quarter worth $128,000. 95.54% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Viavi Solutions

In other news, SVP Kevin Christopher Siebert sold 24,225 shares of the stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $18.26, for a total transaction of $442,348.50. Following the transaction, the senior vice president directly owned 49,225 shares in the company, valued at approximately $898,848.50. This trade represents a 32.98% 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. Also, CEO Oleg Khaykin sold 68,810 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $17.77, for a total transaction of $1,222,753.70. Following the completion of the transaction, the chief executive officer directly owned 1,956,195 shares of the company’s stock, valued at $34,761,585.15. This trade represents a 3.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 606,226 shares of company stock worth $10,714,820. Insiders own 1.80% of the company’s stock.

Key Stories Impacting Viavi Solutions

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

Viavi Solutions Stock Down 1.0%

Shares of NASDAQ VIAV opened at $24.46 on Friday. Viavi Solutions Inc. has a 1 year low of $8.10 and a 1 year high of $24.99. The firm has a 50-day simple moving average of $18.53 and a two-hundred day simple moving average of $14.69. The company 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 posted its quarterly earnings results on Wednesday, January 28th. The communications equipment provider reported $0.22 EPS for the quarter, topping the consensus estimate of $0.19 by $0.03. The company had revenue of $369.30 million for the quarter, compared to the consensus estimate of $365.25 million. Viavi Solutions had a negative net margin of 3.38% and a positive return on equity of 13.03%. The firm’s revenue was up 36.4% compared to the same quarter last year. During the same quarter last year, the firm posted $0.13 EPS. Viavi Solutions has set its Q3 2026 guidance at 0.220-4.000 EPS. Research analysts anticipate that Viavi Solutions Inc. will post 0.26 earnings per share for the current year.

Analysts Set New Price Targets

VIAV has been the subject of a number of research reports. Weiss Ratings reissued a “sell (d)” rating on shares of Viavi Solutions in a research note on Monday, December 29th. UBS Group raised their target price on shares of Viavi Solutions from $12.00 to $17.00 and gave the company a “neutral” rating in a report on Thursday, October 30th. Rosenblatt Securities set a $27.00 price target on shares of Viavi Solutions in a research note on Thursday. B. Riley lifted their price objective on shares of Viavi Solutions from $18.00 to $22.00 and gave the stock a “buy” rating in a research note on Monday, January 26th. Finally, Susquehanna upped their target price on shares of Viavi Solutions from $18.00 to $25.00 and gave the company a “positive” rating in a research report on Thursday. Six research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Viavi Solutions currently has an average rating of “Moderate Buy” and a consensus price target of $22.13.

Viavi Solutions Company Profile

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.