First Eagle Investment Management LLC Buys 8,000 Shares of Ultra Clean Holdings, Inc. $UCTT

First Eagle Investment Management LLC raised its stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) by 2.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 410,569 shares of the semiconductor company’s stock after acquiring an additional 8,000 shares during the period. First Eagle Investment Management LLC’s holdings in Ultra Clean were worth $10,400,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of UCTT. Royal Bank of Canada lifted its stake in Ultra Clean by 35.8% in the first quarter. Royal Bank of Canada now owns 25,926 shares of the semiconductor company’s stock valued at $555,000 after buying an additional 6,841 shares in the last quarter. AQR Capital Management LLC lifted its stake in Ultra Clean by 16.9% in the first quarter. AQR Capital Management LLC now owns 198,791 shares of the semiconductor company’s stock valued at $4,256,000 after buying an additional 28,690 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its stake in Ultra Clean by 5.0% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,425 shares of the semiconductor company’s stock valued at $566,000 after buying an additional 1,257 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its holdings in shares of Ultra Clean by 18.0% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 85,094 shares of the semiconductor company’s stock valued at $1,822,000 after purchasing an additional 13,005 shares during the last quarter. Finally, Jane Street Group LLC raised its holdings in shares of Ultra Clean by 1,987.5% in the first quarter. Jane Street Group LLC now owns 148,214 shares of the semiconductor company’s stock valued at $3,173,000 after purchasing an additional 141,114 shares during the last quarter. Institutional investors own 96.06% of the company’s stock.

Insider Activity at Ultra Clean

In other Ultra Clean news, insider Christopher S. Cook sold 11,903 shares of the company’s stock in a transaction on Thursday, April 30th. The shares were sold at an average price of $75.31, for a total value of $896,414.93. Following the transaction, the insider directly owned 108,905 shares in the company, valued at $8,201,635.55. The trade was a 9.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Jeffrey L. Mckibben sold 2,500 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $86.48, for a total transaction of $216,200.00. Following the completion of the transaction, the insider owned 15,554 shares in the company, valued at approximately $1,345,109.92. This represents a 13.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 36,572 shares of company stock valued at $2,828,154 in the last ninety days. Company insiders own 1.90% of the company’s stock.

Wall Street Analysts Forecast Growth

UCTT has been the topic of a number of recent research reports. Wall Street Zen upgraded shares of Ultra Clean from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Zacks Research downgraded shares of Ultra Clean from a “strong-buy” rating to a “hold” rating in a report on Friday, April 24th. Craig Hallum reiterated a “buy” rating and issued a $100.00 price objective on shares of Ultra Clean in a report on Tuesday, February 24th. UBS Group initiated coverage on shares of Ultra Clean in a report on Tuesday, May 5th. They issued a “buy” rating and a $130.00 price objective on the stock. Finally, Needham & Company LLC boosted their target price on shares of Ultra Clean from $70.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $104.40.

Ultra Clean Price Performance

Shares of UCTT opened at $82.99 on Wednesday. The company has a market cap of $3.72 billion, a price-to-earnings ratio of -19.34, a PEG ratio of 1.20 and a beta of 1.94. Ultra Clean Holdings, Inc. has a 1-year low of $18.93 and a 1-year high of $88.37. The company’s fifty day simple moving average is $68.31 and its 200 day simple moving average is $47.02. The company has a current ratio of 3.07, a quick ratio of 1.72 and a debt-to-equity ratio of 0.86.

Ultra Clean (NASDAQ:UCTT) last issued its earnings results on Tuesday, April 28th. The semiconductor company reported $0.31 earnings per share for the quarter, topping analysts’ consensus estimates of $0.27 by $0.04. The business had revenue of $533.70 million for the quarter, compared to the consensus estimate of $525.28 million. Ultra Clean had a negative net margin of 9.38% and a positive return on equity of 4.28%. The firm’s revenue for the quarter was up 2.9% on a year-over-year basis. During the same period in the previous year, the company earned $0.28 earnings per share. Ultra Clean has set its Q2 2026 guidance at 0.440-0.600 EPS. On average, research analysts forecast that Ultra Clean Holdings, Inc. will post 2.04 earnings per share for the current fiscal year.

About Ultra Clean

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.