First National Bank of Omaha Makes New Investment in MKS Inc. $MKSI

First National Bank of Omaha bought a new stake in shares of MKS Inc. (NASDAQ:MKSI) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 10,645 shares of the scientific and technical instruments company’s stock, valued at approximately $4,735,000.

Several other large investors have also modified their holdings of the business. Norges Bank bought a new position in shares of MKS during the fourth quarter valued at approximately $147,453,000. Southpoint Capital Advisors LP purchased a new position in MKS during the fourth quarter valued at approximately $95,880,000. Westfield Capital Management Co. LP raised its stake in MKS by 159.7% in the fourth quarter. Westfield Capital Management Co. LP now owns 839,773 shares of the scientific and technical instruments company’s stock worth $134,196,000 after buying an additional 516,409 shares in the last quarter. Millennium Management LLC lifted its holdings in MKS by 9,165.9% during the third quarter. Millennium Management LLC now owns 446,248 shares of the scientific and technical instruments company’s stock worth $55,232,000 after buying an additional 441,432 shares during the period. Finally, Rafferty Asset Management LLC lifted its holdings in MKS by 63.4% during the second quarter. Rafferty Asset Management LLC now owns 878,114 shares of the scientific and technical instruments company’s stock worth $87,249,000 after buying an additional 340,645 shares during the period. Institutional investors own 99.79% of the company’s stock.

MKS Trading Down 6.4%

MKS stock opened at $300.24 on Wednesday. The stock has a 50-day moving average of $345.45 and a two-hundred day moving average of $293.76. The company has a debt-to-equity ratio of 0.85, a quick ratio of 0.72 and a current ratio of 1.14. MKS Inc. has a one year low of $97.30 and a one year high of $447.62. The stock has a market cap of $20.30 billion, a PE ratio of 47.89, a price-to-earnings-growth ratio of 0.66 and a beta of 1.98.

MKS (NASDAQ:MKSI) last issued its quarterly earnings results on Wednesday, August 5th. The scientific and technical instruments company reported $3.30 earnings per share for the quarter, topping analysts’ consensus estimates of $2.91 by $0.39. The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.20 billion. MKS had a return on equity of 24.72% and a net margin of 10.15%.The company’s revenue was up 28.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.77 earnings per share. MKS has set its Q3 2026 guidance at 3.270-3.890 EPS. On average, research analysts anticipate that MKS Inc. will post 12.96 EPS for the current fiscal year.

MKS Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Tuesday, August 25th will be issued a $0.25 dividend. The ex-dividend date of this dividend is Tuesday, August 25th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.3%. MKS’s dividend payout ratio (DPR) is currently 15.95%.

Insider Buying and Selling at MKS

In other news, CEO John Tseng-Chung Lee sold 10,000 shares of the business’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $302.01, for a total transaction of $3,020,100.00. Following the sale, the chief executive officer directly owned 134,776 shares of the company’s stock, valued at $40,703,699.76. The trade was a 6.91% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Joseph B. Donahue sold 2,100 shares of the company’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $327.95, for a total value of $688,695.00. Following the completion of the transaction, the director directly owned 10,033 shares in the company, valued at approximately $3,290,322.35. The trade was a 17.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 56,301 shares of company stock valued at $18,036,251. Company insiders own 0.57% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. KeyCorp lifted their price target on MKS from $360.00 to $475.00 and gave the company an “overweight” rating in a report on Monday, June 29th. TD Cowen restated a “buy” rating on shares of MKS in a research note on Thursday, May 7th. Deutsche Bank Aktiengesellschaft set a $360.00 price objective on MKS in a research report on Friday, July 31st. Wells Fargo & Company lifted their target price on MKS from $300.00 to $325.00 and gave the company an “equal weight” rating in a research note on Friday, August 7th. Finally, Morgan Stanley increased their price target on shares of MKS from $374.00 to $442.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $385.00.

MKS Profile

MKS Instruments, Inc (NASDAQ: MKSI) designs, manufactures and markets technology solutions that enable advanced processes in a variety of high?technology and industrial markets. The company’s core offerings include vacuum and gas delivery systems, pressure and flow measurement instruments, optical metrology tools, photonics subsystems and critical components for manufacturing processes. These products support the precise control and monitoring needs of semiconductor, industrial manufacturing, life and health sciences, and research applications.

The company’s product portfolio features mass flow controllers, pressure transducers, vacuum gauges, gas purity monitors, laser-based metrology systems and photonic devices such as lasers and detectors.