Jefferies Financial Group Inc. Acquires Shares of 7,697 Ultra Clean Holdings, Inc. $UCTT

Jefferies Financial Group Inc. bought a new stake in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) during the second quarter, HoldingsChannel reports. The firm bought 7,697 shares of the semiconductor company’s stock, valued at approximately $1,098,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Quadrant Capital Group LLC increased its stake in shares of Ultra Clean by 40.3% in the 4th quarter. Quadrant Capital Group LLC now owns 989 shares of the semiconductor company’s stock worth $25,000 after acquiring an additional 284 shares in the last quarter. Danske Bank A S boosted its stake in Ultra Clean by 450.0% during the fourth quarter. Danske Bank A S now owns 1,100 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 900 shares in the last quarter. Kilter Group LLC purchased a new stake in Ultra Clean in the second quarter worth about $30,000. AdvisorNet Financial Inc purchased a new stake in Ultra Clean in the first quarter worth about $34,000. Finally, Smartleaf Asset Management LLC increased its stake in shares of Ultra Clean by 472.9% during the second quarter. Smartleaf Asset Management LLC now owns 1,713 shares of the semiconductor company’s stock valued at $39,000 after purchasing an additional 1,414 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 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 completion of the transaction, the chief financial officer owned 50,710 shares in the company, valued at $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 available 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 transaction, the general counsel directly owned 22,941 shares in the company, valued at approximately $2,050,237.17. The trade was a 3.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 31,131 shares of company stock worth $2,784,908. Company insiders own 1.80% of the company’s stock.

Ultra Clean Stock Performance

Shares of NASDAQ UCTT opened at $69.48 on Monday. The firm’s 50 day moving average price is $94.17 and its 200-day moving average price is $81.26. Ultra Clean Holdings, Inc. has a 52-week low of $21.49 and a 52-week high of $144.22. The company has a debt-to-equity ratio of 0.84, a quick ratio of 1.25 and a current ratio of 2.73. The company has a market cap of $3.11 billion, a PE ratio of -133.62, a P/E/G ratio of 0.74 and a beta of 1.88.

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

Analysts Set New Price Targets

A number of analysts have recently commented on UCTT shares. UBS Group reissued a “buy” rating on shares of Ultra Clean in a research report on Tuesday, August 4th. Wall Street Zen raised Ultra Clean from a “hold” rating to a “buy” rating in a research report on Sunday, August 9th. Zacks Research upgraded Ultra Clean from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 25th. Needham & Company LLC boosted their target price on Ultra Clean from $92.00 to $125.00 and gave the stock a “buy” rating in a report on Tuesday, August 4th. Finally, TD Cowen increased their target price on Ultra Clean from $130.00 to $140.00 and gave the stock a “buy” rating in a research note on Tuesday, August 4th. One investment 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 stock. According to MarketBeat, the stock has a consensus 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.