Gallagher Fiduciary Advisors LLC Acquires New Stake in Ultra Clean Holdings, Inc. $UCTT

Gallagher Fiduciary Advisors LLC bought a new position in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) during the 2nd quarter, according to its most recent disclosure with the SEC. The fund bought 8,779 shares of the semiconductor company’s stock, valued at approximately $1,252,000.

Other institutional investors have also recently made changes to their positions in the company. BlackRock Inc. bought a new position in shares of Ultra Clean during the second quarter worth about $986,722,000. Vanguard Group Inc. boosted its holdings in Ultra Clean by 6.2% in the fourth quarter. Vanguard Group Inc. now owns 4,990,724 shares of the semiconductor company’s stock valued at $126,415,000 after acquiring an additional 293,048 shares during the last quarter. Invesco Ltd. boosted its holdings in Ultra Clean by 63.1% in the fourth 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 during the last quarter. State Street Corp increased its position 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 valued at $46,923,000 after purchasing an additional 87,931 shares during the period. Finally, Charles Schwab Investment Management Inc. increased its position 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 valued at $20,798,000 after purchasing an additional 43,987 shares during the period. Institutional investors own 96.06% of the company’s stock.

Ultra Clean Stock Performance

Shares of UCTT stock opened at $73.32 on Wednesday. The firm has a 50 day moving average of $96.90 and a 200-day moving average of $80.73. The company has a market cap of $3.29 billion, a price-to-earnings ratio of -141.00, a price-to-earnings-growth ratio of 0.78 and a beta of 1.88. The company has a quick ratio of 1.25, a current ratio of 2.73 and a debt-to-equity ratio of 0.84. Ultra Clean Holdings, Inc. has a 52 week low of $21.49 and a 52 week high of $144.22.

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

Insider Buying and Selling at Ultra Clean

In other news, General Counsel Paul Yoonku Cho sold 944 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $89.37, for a total transaction of $84,365.28. Following the transaction, the general counsel owned 22,941 shares of the company’s stock, valued at $2,050,237.17. This represents a 3.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Sheri Savage sold 15,766 shares of the firm’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $89.47, for a total value of $1,410,584.02. Following the completion of the sale, the chief financial officer owned 50,710 shares of the company’s stock, valued at approximately $4,537,023.70. This represents a 23.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 31,131 shares of company stock valued at $2,784,908. Insiders own 1.80% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on UCTT. UBS Group restated a “buy” rating on shares of Ultra Clean in a research report on Tuesday, August 4th. Wall Street Zen upgraded shares of Ultra Clean from a “hold” rating to a “buy” rating in a research report on Sunday, August 9th. TD Cowen lifted their target price on shares of Ultra Clean from $130.00 to $140.00 and gave the stock a “buy” rating in a research note on Tuesday, August 4th. Oppenheimer boosted their target price on shares of Ultra Clean from $115.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, August 4th. Finally, Zacks Research upgraded Ultra Clean from a “hold” rating to a “strong-buy” rating in a report on Monday, May 25th. One research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price 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.