Viavi Solutions Inc. $VIAV Position Increased by Allianz Asset Management GmbH

Allianz Asset Management GmbH grew its position in Viavi Solutions Inc. (NASDAQ:VIAV) by 45.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,455,124 shares of the communications equipment provider’s stock after buying an additional 452,048 shares during the quarter. Allianz Asset Management GmbH owned approximately 0.65% of Viavi Solutions worth $18,466,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Covestor Ltd boosted its stake in Viavi Solutions by 22.9% in the 3rd quarter. Covestor Ltd now owns 3,631 shares of the communications equipment provider’s stock worth $46,000 after purchasing an additional 676 shares during the period. GAMMA Investing LLC lifted its holdings in shares of Viavi Solutions by 33.6% in the third quarter. GAMMA Investing LLC now owns 3,278 shares of the communications equipment provider’s stock valued at $42,000 after purchasing an additional 825 shares in the last quarter. Nisa Investment Advisors LLC boosted its position in shares of Viavi Solutions by 32.0% in the third quarter. Nisa Investment Advisors LLC now owns 3,707 shares of the communications equipment provider’s stock worth $47,000 after buying an additional 898 shares during the period. Amalgamated Bank grew its holdings in shares of Viavi Solutions by 1.8% during the third quarter. Amalgamated Bank now owns 64,746 shares of the communications equipment provider’s stock valued at $822,000 after buying an additional 1,165 shares in the last quarter. Finally, White Pine Capital LLC grew its holdings in shares of Viavi Solutions by 1.6% during the second quarter. White Pine Capital LLC now owns 76,929 shares of the communications equipment provider’s stock valued at $775,000 after buying an additional 1,215 shares in the last quarter. Institutional investors and hedge funds own 95.54% of the company’s stock.

Viavi Solutions Trading Up 4.2%

NASDAQ:VIAV opened at $26.38 on Friday. The company has a market capitalization of $6.10 billion, a P/E ratio of -146.55 and a beta of 0.96. The stock’s 50 day moving average price is $19.32 and its 200 day moving average price is $15.22. The company has a debt-to-equity ratio of 1.46, a quick ratio of 2.32 and a current ratio of 2.61. Viavi Solutions Inc. has a 52 week low of $8.10 and a 52 week high of $26.84.

Viavi Solutions (NASDAQ:VIAV) last posted its 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. Viavi Solutions had a negative net margin of 3.38% and a positive return on equity of 13.03%. The company had revenue of $369.30 million during the quarter, compared to the consensus estimate of $365.25 million. During the same period in the previous year, the firm posted $0.13 earnings per share. The company’s revenue for the quarter was up 36.4% compared to the same quarter last year. Viavi Solutions has set its Q3 2026 guidance at 0.220-4.000 EPS. On average, research analysts forecast that Viavi Solutions Inc. will post 0.26 EPS for the current fiscal year.

Trending Headlines about Viavi Solutions

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

• Positive Sentiment: Earnings and guidance beat — Viavi reported a January quarter that topped EPS and revenue estimates and gave upbeat near‑term guidance, supporting the stock’s rally. MarketBeat: VIAV profile & earnings
• Positive Sentiment: Analyst upgrades/price-target increases — Several firms (Needham, B. Riley, Rosenblatt) have raised targets or reiterated buy ratings, lifting sentiment and expected upside. MarketBeat: analyst coverage
• Positive Sentiment: Institutional accumulation — Large hedge funds and asset managers (Arrowstreet, Millennium, Schroder, others) materially increased positions last quarter, signaling conviction from institutional investors. MarketBeat: institutional ownership
• Neutral Sentiment: Technical and balance-sheet context — The stock is well above its 50‑ and 200‑day moving averages and near its 52‑week high; liquidity and leverage metrics are moderate (current ratio ~2.6, debt/equity ~1.46). MarketBeat: price & fundamentals
• Negative Sentiment: Significant insider selling — CEO Oleg Khaykin sold large blocks (70k+ shares across Feb 4–6) and SVP Gary Staley also sold meaningful holdings, which may pressure sentiment or supply in the near term. SEC filings: CEO Feb 6 sale Form 4 CEO Feb 6, CEO Feb 5 sale Form 4 CEO Feb 5, SVP sale alert InsiderTrades alert

Wall Street Analysts Forecast Growth

VIAV has been the subject of several research analyst reports. Stifel Nicolaus increased their price objective on Viavi Solutions from $20.00 to $24.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Susquehanna increased their price target on shares of Viavi Solutions from $18.00 to $25.00 and gave the stock a “positive” rating in a research report on Thursday, January 29th. Rosenblatt Securities set a $27.00 price target on shares of Viavi Solutions in a report on Thursday, January 29th. Argus boosted their price objective on shares of Viavi Solutions from $16.00 to $23.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Finally, Needham & Company LLC increased their target price on shares of Viavi Solutions from $24.00 to $28.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Six analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $22.13.

Insider Buying and Selling

In other news, CEO Oleg Khaykin sold 70,566 shares of the company’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $26.27, for a total transaction of $1,853,768.82. Following the completion of the sale, the chief executive officer owned 1,708,871 shares in the company, valued at approximately $44,892,041.17. This represents a 3.97% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, SVP Kevin Christopher Siebert sold 13,577 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $25.72, for a total value of $349,200.44. Following the completion of the transaction, the senior vice president directly owned 35,648 shares in the company, valued at $916,866.56. The trade was a 27.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 801,928 shares of company stock valued at $16,811,691. 1.80% of the stock is owned by corporate insiders.

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.