7,697 Shares in Ultra Clean Holdings, Inc. $UCTT Bought by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. purchased a new position in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,697 shares of the semiconductor company’s stock, valued at approximately $1,098,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. BlackRock Inc. bought a new stake in shares of Ultra Clean in the 2nd quarter valued at about $986,722,000. Vanguard Group Inc. grew its position in Ultra Clean by 6.2% during the 4th quarter. Vanguard Group Inc. now owns 4,990,724 shares of the semiconductor company’s stock worth $126,415,000 after acquiring an additional 293,048 shares during the last quarter. Invesco Ltd. grew its position in Ultra Clean by 63.1% during the 4th quarter. Invesco Ltd. now owns 3,399,834 shares of the semiconductor company’s stock worth $86,118,000 after acquiring an additional 1,315,407 shares during the last quarter. State Street Corp increased its stake in Ultra Clean by 5.0% in the 4th quarter. State Street Corp now owns 1,852,482 shares of the semiconductor company’s stock worth $46,923,000 after purchasing an additional 87,931 shares during the period. Finally, Charles Schwab Investment Management Inc. increased its stake in Ultra Clean by 5.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 821,088 shares of the semiconductor company’s stock worth $20,798,000 after purchasing an additional 43,987 shares during the period. 96.06% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently weighed in on UCTT shares. Needham & Company LLC increased their price objective on Ultra Clean from $92.00 to $125.00 and gave the company a “buy” rating in a research note on Tuesday, August 4th. UBS Group reissued a “buy” rating on shares of Ultra Clean in a research report on Tuesday, August 4th. TD Cowen boosted their price objective on shares of Ultra Clean from $130.00 to $140.00 and gave the company a “buy” rating in a research report on Tuesday, August 4th. Weiss Ratings downgraded shares of Ultra Clean from a “sell (d)” rating to a “sell (d-)” rating in a research note on Friday, August 7th. Finally, Oppenheimer raised their target price on Ultra Clean from $115.00 to $150.00 and gave the stock an “outperform” rating in a research note on Tuesday, August 4th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $129.00.

Ultra Clean Stock Performance

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

Ultra Clean (NASDAQ:UCTT) last issued its quarterly earnings data on Monday, August 3rd. The semiconductor company reported $0.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business had revenue of $644.90 million for the quarter, compared to the consensus estimate of $587.65 million. During the same period in the previous year, the firm earned $0.27 EPS. The company’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. As a group, research analysts predict that Ultra Clean Holdings, Inc. will post 2.67 EPS for the current year.

Insider Activity

In related news, CFO Sheri Savage sold 15,766 shares of the business’s stock in a transaction dated Thursday, June 4th. The shares were sold at an average price of $89.47, for a total transaction of $1,410,584.02. Following 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 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, General Counsel Paul Yoonku Cho sold 944 shares of the stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $89.37, for a total transaction of $84,365.28. Following the completion of the transaction, the general counsel directly owned 22,941 shares of the company’s stock, 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. Insiders have sold 31,131 shares of company stock worth $2,784,908 in the last quarter. 1.80% of the stock is owned by corporate insiders.

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.