Robeco Schweiz AG Purchases 145,000 Shares of Viavi Solutions Inc. $VIAV

Robeco Schweiz AG increased its position in shares of Viavi Solutions Inc. (NASDAQ:VIAV) by 32.2% in the 4th quarter, HoldingsChannel reports. The firm owned 595,000 shares of the communications equipment provider’s stock after acquiring an additional 145,000 shares during the quarter. Robeco Schweiz AG’s holdings in Viavi Solutions were worth $10,603,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Capital World Investors lifted its position in Viavi Solutions by 3.5% during the third quarter. Capital World Investors now owns 14,955,454 shares of the communications equipment provider’s stock worth $189,785,000 after purchasing an additional 500,000 shares during the period. Dimensional Fund Advisors LP lifted its position in Viavi Solutions by 3.5% during the third quarter. Dimensional Fund Advisors LP now owns 6,846,226 shares of the communications equipment provider’s stock worth $86,875,000 after purchasing an additional 231,570 shares during the period. Arrowstreet Capital Limited Partnership lifted its position in Viavi Solutions by 431.1% during the third quarter. Arrowstreet Capital Limited Partnership now owns 6,639,682 shares of the communications equipment provider’s stock worth $84,258,000 after purchasing an additional 5,389,435 shares during the period. Tributary Capital Management LLC lifted its position in Viavi Solutions by 92.9% during the third quarter. Tributary Capital Management LLC now owns 2,207,642 shares of the communications equipment provider’s stock worth $28,015,000 after purchasing an additional 1,063,330 shares during the period. Finally, Westerly Capital Management LLC lifted its position in Viavi Solutions by 12.7% during the second quarter. Westerly Capital Management LLC now owns 2,175,000 shares of the communications equipment provider’s stock worth $21,902,000 after purchasing an additional 245,000 shares during the period. Institutional investors own 95.54% of the company’s stock.

More Viavi Solutions News

Here are the key news stories impacting Viavi Solutions this week:

• Positive Sentiment: Northland Securities raised its FY2026 EPS estimate for VIAV to $0.75 from $0.65, lifting professional earnings expectations above consensus and supporting the company’s fundamental outlook. Analyst Raise
• Positive Sentiment: A bullish Zacks feature highlights Viavi as a momentum buy, arguing the company benefits from AI/data-center demand — positive for investor interest and momentum-driven flows. Zacks Momentum Article
• Positive Sentiment: Product/news: Viavi announced a test platform aimed at adding security for inference and AI data centers — a node-level product story that supports continued relevance to hyperscalers and AI-capex trends. Product Announcement
• Neutral Sentiment: Coverage/analysis: The Globe & Mail and MSN/earnings-call writeups recap analyst takeaways and notable Q1 questions — useful for context but not fresh catalysts on their own. Globe & Mail
• Negative Sentiment: Clustered insider selling: CEO Oleg Khaykin disclosed multiple large sales (including ~104,552 shares at ~$54.61 and additional blocks), and other senior execs/directors (Doug Gilstrap, Luke Scrivanich, Paul McNab) sold material positions in early May — a visible supply signal that likely pressured the stock. SEC filings show the transactions. CEO SEC Filing
• Negative Sentiment: Market commentary flagged insider action as a focal point for investors, amplifying concerns that the timing and size of sales could signal confidence/valuation questions despite strong top-line AI demand. Nasdaq Pulse
• Negative Sentiment: Critical analysis (Seeking Alpha) cautions that AI/data-center hype may be outpacing sustainable profitability, noting mixed GAAP results and cyclicality in key segments — a cautionary read for longer-term valuation. Seeking Alpha Critique

Insider Buying and Selling

In other news, SVP Kevin Christopher Siebert sold 8,255 shares of the company’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $54.02, for a total value of $445,935.10. Following the completion of the transaction, the senior vice president owned 20,129 shares of the company’s stock, valued at $1,087,368.58. This represents a 29.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Luke M. Scrivanich sold 10,693 shares of the company’s stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $53.00, for a total value of $566,729.00. Following the completion of the transaction, the senior vice president directly owned 39,287 shares of the company’s stock, valued at $2,082,211. This represents a 21.39% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 389,638 shares of company stock valued at $14,826,427 over the last three months. Insiders own 1.80% of the company’s stock.

Viavi Solutions Stock Down 1.8%

Shares of NASDAQ VIAV opened at $53.00 on Thursday. The company has a current ratio of 1.61, a quick ratio of 1.39 and a debt-to-equity ratio of 0.99. The company has a market cap of $12.40 billion, a price-to-earnings ratio of -220.82 and a beta of 1.22. Viavi Solutions Inc. has a 12 month low of $8.87 and a 12 month high of $60.43. The stock has a 50-day moving average price of $37.32 and a two-hundred day moving average price of $25.55.

Viavi Solutions (NASDAQ:VIAV) last issued its earnings results on Wednesday, April 29th. The communications equipment provider reported $0.27 EPS for the quarter, topping the consensus estimate of $0.24 by $0.03. Viavi Solutions had a positive return on equity of 16.80% and a negative net margin of 4.03%.The firm had revenue of $406.80 million during the quarter, compared to the consensus estimate of $393.80 million. During the same quarter in the previous year, the firm earned $0.15 earnings per share. The business’s quarterly revenue was up 42.8% on a year-over-year basis. Viavi Solutions has set its Q4 2026 guidance at 0.290-0.310 EPS. As a group, analysts forecast that Viavi Solutions Inc. will post 0.71 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on VIAV shares. UBS Group upped their price objective on shares of Viavi Solutions from $25.00 to $60.00 and gave the stock a “neutral” rating in a research report on Thursday, April 30th. Rosenblatt Securities upped their price objective on shares of Viavi Solutions from $27.00 to $42.00 and gave the stock a “buy” rating in a research report on Wednesday, March 18th. B. Riley Financial upped their price objective on shares of Viavi Solutions from $26.00 to $53.00 and gave the stock a “buy” rating in a research report on Friday, April 24th. Stifel Nicolaus boosted their target price on Viavi Solutions from $20.00 to $24.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Viavi Solutions in a research note on Wednesday, April 29th. Six 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’s stock. Based on data from MarketBeat, Viavi Solutions has an average rating of “Moderate Buy” and a consensus price target of $39.25.

Viavi Solutions 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.