NewEdge Wealth LLC Makes New $542,000 Investment in Ubiquiti Inc. $UI

NewEdge Wealth LLC acquired a new position in shares of Ubiquiti Inc. (NYSE:UI) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,015 shares of the company’s stock, valued at approximately $542,000.

Other hedge funds also recently modified their holdings of the company. Corient Private Wealth LLC lifted its position in shares of Ubiquiti by 73,940.4% during the 4th quarter. Corient Private Wealth LLC now owns 1,113,568 shares of the company’s stock valued at $616,193,000 after acquiring an additional 1,112,064 shares during the period. BlackRock Inc. bought a new position in Ubiquiti during the second quarter worth $163,010,000. Bank of New York Mellon Corp acquired a new stake in Ubiquiti in the second quarter worth $30,086,000. Arrowstreet Capital Limited Partnership grew its holdings in Ubiquiti by 47.4% in the third quarter. Arrowstreet Capital Limited Partnership now owns 163,960 shares of the company’s stock worth $108,309,000 after purchasing an additional 52,744 shares during the period. Finally, Norges Bank bought a new stake in Ubiquiti in the fourth quarter valued at $28,527,000. Institutional investors own 4.00% of the company’s stock.

Analysts Set New Price Targets

UI has been the topic of several research reports. Wall Street Zen lowered shares of Ubiquiti from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Barclays raised their target price on Ubiquiti from $527.00 to $672.00 and gave the company an “underweight” rating in a research note on Monday, May 11th. Weiss Ratings lowered Ubiquiti from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday. BWS Financial reiterated a “buy” rating and issued a $980.00 price target on shares of Ubiquiti in a report on Wednesday, July 8th. Finally, Zacks Research cut Ubiquiti from a “strong-buy” rating to a “hold” rating in a research note on Friday, August 14th. One analyst has rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Ubiquiti currently has a consensus rating of “Hold” and a consensus target price of $750.67.

Ubiquiti Trading Down 2.9%

UI opened at $557.14 on Friday. The company’s fifty day moving average price is $552.74 and its two-hundred day moving average price is $689.87. Ubiquiti Inc. has a 1-year low of $440.00 and a 1-year high of $1,099.99. The company has a market cap of $33.72 billion, a price-to-earnings ratio of 35.15 and a beta of 1.31.

Ubiquiti Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Stockholders of record on Monday, August 31st will be given a dividend of $1.00 per share. The ex-dividend date of this dividend is Monday, August 31st. This is a boost from Ubiquiti’s previous quarterly dividend of $0.80. This represents a $4.00 annualized dividend and a dividend yield of 0.7%. Ubiquiti’s payout ratio is presently 20.57%.

Ubiquiti News Roundup

Here are the key news stories impacting Ubiquiti this week:

• Positive Sentiment: Record quarterly results: Ubiquiti reported fiscal Q4 revenue of $937.3 million and non-GAAP diluted EPS of $4.73, exceeding analyst estimates of approximately $850.5 million in revenue and $4.03 EPS. Full-year fiscal 2026 revenue reached $3.3 billion, with non-GAAP EPS of $15.95. Ubiquiti Inc. Reports Fourth Quarter Fiscal 2026 Financial Results
• Positive Sentiment: Significant earnings beat: Quarterly EPS increased from $4.41 a year earlier and surpassed the consensus estimate, while the company reported a 30.43% net margin and 95.62% return on equity. Ubiquiti Inc. Q4 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Higher shareholder returns: Ubiquiti declared a quarterly dividend of $1.00 per share, a 25% increase from $0.80, and extended its share-repurchase program. The dividend is payable September 8 to shareholders of record August 31. Ubiquiti Declares Dividend and Extends Share Repurchase Program
• Neutral Sentiment: Coverage highlighted a strategic shift that is drawing renewed investor attention, but the available report does not provide enough detail to determine its financial impact. Ubiquiti Strategy Shift Draws Fresh Market Focus
• Negative Sentiment: Sell-the-news reaction: One report characterized Ubiquiti’s market response as a plunge despite the earnings beat. With the stock trading at a high earnings multiple and below its 200-day moving average, investors may be demanding stronger forward guidance or additional growth catalysts. Ubiquiti Plummets on Q4 Financials

Ubiquiti Company Profile

Ubiquiti Inc (NYSE: UI) is a U.S.-based technology company that designs and sells networking and wireless communication products for enterprise, service provider and consumer markets. Its product portfolio includes Wi‑Fi access points, routers and gateways, managed Ethernet switches, network management software, and IP surveillance systems. Ubiquiti’s offerings are organized under several well‑known lines—most notably UniFi for managed LAN/Wi‑Fi and networked video, AmpliFi for consumer Wi‑Fi, and product families targeting service‑provider and point‑to‑point wireless broadband applications.

The company emphasizes integrated hardware and software solutions, with centralized management and cloud‑enabled control as core features of its platform approach.