Dana Investment Advisors Inc. Increases Position in Ultra Clean Holdings, Inc. $UCTT

Dana Investment Advisors Inc. lifted its position in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) by 9.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 389,516 shares of the semiconductor company’s stock after purchasing an additional 34,166 shares during the period. Dana Investment Advisors Inc.’s holdings in Ultra Clean were worth $9,866,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. increased its stake in shares of Ultra Clean by 6.2% in the fourth quarter. Vanguard Group Inc. now owns 4,990,724 shares of the semiconductor company’s stock worth $126,415,000 after purchasing an additional 293,048 shares in the last quarter. Invesco Ltd. grew its stake in Ultra Clean by 8.9% during the third quarter. Invesco Ltd. now owns 2,084,427 shares of the semiconductor company’s stock valued at $56,801,000 after acquiring an additional 170,851 shares in the last quarter. Royce & Associates LP grew its stake in Ultra Clean by 7.1% during the third quarter. Royce & Associates LP now owns 1,107,416 shares of the semiconductor company’s stock valued at $30,177,000 after acquiring an additional 73,872 shares in the last quarter. JPMorgan Chase & Co. grew its stake in Ultra Clean by 90.6% during the third quarter. JPMorgan Chase & Co. now owns 589,055 shares of the semiconductor company’s stock valued at $16,052,000 after acquiring an additional 279,953 shares in the last quarter. Finally, Goodman Financial Corp grew its stake in Ultra Clean by 3.7% during the fourth quarter. Goodman Financial Corp now owns 558,019 shares of the semiconductor company’s stock valued at $14,135,000 after acquiring an additional 20,011 shares in the last quarter. 96.06% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Ultra Clean

In other Ultra Clean news, SVP Jamie J. Palfrey sold 8,691 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $79.72, for a total transaction of $692,846.52. Following the completion of the transaction, the senior vice president owned 16,446 shares in the company, valued at $1,311,075.12. This trade represents a 34.57% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Christopher S. Cook sold 11,903 shares of the stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $75.31, for a total transaction of $896,414.93. Following the transaction, the insider owned 108,905 shares of the company’s stock, valued at $8,201,635.55. This trade represents a 9.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 36,572 shares of company stock worth $2,828,154 over the last three months. 1.90% of the stock is owned by company insiders.

Ultra Clean Price Performance

UCTT stock opened at $85.94 on Friday. Ultra Clean Holdings, Inc. has a 52 week low of $18.93 and a 52 week high of $88.37. The company has a quick ratio of 1.72, a current ratio of 3.07 and a debt-to-equity ratio of 0.86. The company has a fifty day simple moving average of $69.82 and a two-hundred day simple moving average of $48.07. The firm has a market capitalization of $3.85 billion, a P/E ratio of -20.03, a price-to-earnings-growth ratio of 1.20 and a beta of 1.94.

Ultra Clean (NASDAQ:UCTT) last released its quarterly earnings data on Tuesday, April 28th. The semiconductor company reported $0.31 EPS for the quarter, beating the consensus estimate of $0.27 by $0.04. Ultra Clean had a negative net margin of 9.38% and a positive return on equity of 4.28%. The business had revenue of $533.70 million during the quarter, compared to analyst estimates of $525.28 million. During the same quarter last year, the business earned $0.28 earnings per share. Ultra Clean’s quarterly revenue was up 2.9% compared to the same quarter last year. Ultra Clean has set its Q2 2026 guidance at 0.440-0.600 EPS. Analysts anticipate that Ultra Clean Holdings, Inc. will post 2.04 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on UCTT. Wall Street Zen raised shares of Ultra Clean from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Oppenheimer raised their target price on shares of Ultra Clean from $85.00 to $100.00 and gave the company an “outperform” rating in a research note on Wednesday, April 29th. Zacks Research cut shares of Ultra Clean from a “strong-buy” rating to a “hold” rating in a research note on Friday, April 24th. UBS Group began coverage on shares of Ultra Clean in a research note on Tuesday, May 5th. They set a “buy” rating and a $130.00 target price for the company. Finally, TD Cowen raised their target price on shares of Ultra Clean from $70.00 to $100.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. One analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Ultra Clean has an average rating of “Moderate Buy” and a consensus target price of $104.40.

Ultra Clean 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.