Mitsubishi UFJ Asset Management Co. Ltd. Makes New $1.25 Million Investment in Ultra Clean Holdings, Inc. $UCTT

Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT) during the second quarter, Holdings Channel reports. The fund purchased 8,771 shares of the semiconductor company’s stock, valued at approximately $1,251,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in UCTT. Maverick Capital Ltd. acquired a new position in shares of Ultra Clean in the first quarter valued at approximately $1,263,000. Universal Beteiligungs und Servicegesellschaft mbH acquired a new stake in Ultra Clean during the 4th quarter worth approximately $564,000. Pinnacle Wealth Management Advisory Group LLC bought a new stake in Ultra Clean during the 1st quarter worth approximately $710,000. Lombard Odier Asset Management Europe Ltd acquired a new position in Ultra Clean in the 1st quarter valued at approximately $3,197,000. Finally, Castleark Management LLC bought a new position in shares of Ultra Clean during the first quarter valued at $6,226,000. 96.06% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

UCTT has been the topic of a number of recent research reports. Oppenheimer lifted their price target on shares of Ultra Clean from $115.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday, August 4th. UBS Group reaffirmed a “buy” rating on shares of Ultra Clean in a research report on Tuesday, August 4th. TD Cowen lifted their target price on Ultra Clean from $130.00 to $140.00 and gave the stock a “buy” rating in a report on Tuesday, August 4th. Zacks Research upgraded Ultra Clean from a “hold” rating to a “strong-buy” rating in a research report on Monday, May 25th. Finally, Wall Street Zen raised Ultra Clean from a “hold” rating to a “buy” rating in a research note on Sunday, August 9th. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $129.00.

Insiders Place Their Bets

In other news, General Counsel Paul Yoonku Cho sold 944 shares of Ultra Clean stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $89.37, for a total value 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. This trade represents a 3.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Emily M. Liggett sold 8,198 shares of the business’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $92.18, for a total value of $755,691.64. Following the completion of the transaction, the director directly owned 38,152 shares in the company, valued at $3,516,851.36. This represents a 17.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 39,329 shares of company stock worth $3,540,599. Company insiders own 1.80% of the company’s stock.

Ultra Clean Trading Up 4.7%

NASDAQ:UCTT opened at $76.43 on Friday. Ultra Clean Holdings, Inc. has a 52 week low of $21.49 and a 52 week high of $144.22. The company has a debt-to-equity ratio of 0.84, a quick ratio of 1.25 and a current ratio of 2.73. The firm’s fifty day moving average is $98.44 and its 200-day moving average is $80.09. The firm has a market cap of $3.43 billion, a P/E ratio of -146.98, a P/E/G ratio of 0.78 and a beta of 1.88.

Ultra Clean (NASDAQ:UCTT) last announced its earnings results on Monday, August 3rd. The semiconductor company reported $0.70 earnings per share for the quarter, topping analysts’ consensus estimates of $0.53 by $0.17. The business had revenue of $644.90 million during the quarter, compared to the consensus estimate of $587.65 million. Ultra Clean had a negative net margin of 1.07% and a positive return on equity of 6.99%. Ultra Clean’s quarterly revenue was up 24.3% on a year-over-year basis. During the same quarter last year, the firm earned $0.27 earnings per share. Ultra Clean has set its Q3 2026 guidance at 0.830-1.030 EPS. Equities analysts expect that Ultra Clean Holdings, Inc. will post 2.67 earnings per share for the current 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.