First National Bank of Omaha Acquires Shares of 13,801 Viavi Solutions Inc. $VIAV

First National Bank of Omaha acquired a new stake in Viavi Solutions Inc. (NASDAQ:VIAV) during the 2nd quarter, Holdings Channel.com reports. The fund acquired 13,801 shares of the communications equipment provider’s stock, valued at approximately $659,000.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. WPG Advisers LLC grew its stake in Viavi Solutions by 96.2% in the 1st quarter. WPG Advisers LLC now owns 775 shares of the communications equipment provider’s stock valued at $26,000 after buying an additional 380 shares during the last quarter. State of Wyoming acquired a new position in shares of Viavi Solutions in the fourth quarter valued at approximately $34,000. Persistent Asset Partners Ltd acquired a new position in shares of Viavi Solutions in the second quarter valued at approximately $38,000. Carolina Wealth Advisors LLC increased its stake in shares of Viavi Solutions by 83.2% during the second quarter. Carolina Wealth Advisors LLC now owns 852 shares of the communications equipment provider’s stock worth $41,000 after purchasing an additional 387 shares during the period. Finally, Johnson Financial Group Inc. bought a new position in shares of Viavi Solutions during the third quarter worth approximately $44,000. Institutional investors own 95.54% of the company’s stock.

Viavi Solutions Stock Performance

VIAV opened at $38.74 on Thursday. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.62 and a current ratio of 1.85. Viavi Solutions Inc. has a 52-week low of $10.44 and a 52-week high of $60.43. The firm has a market cap of $9.56 billion, a P/E ratio of -258.25 and a beta of 1.21. The business’s fifty day moving average is $42.92 and its 200-day moving average is $40.30.

Viavi Solutions (NASDAQ:VIAV) last posted its quarterly earnings results on Wednesday, August 5th. The communications equipment provider reported $0.34 EPS for the quarter, beating analysts’ consensus estimates of $0.30 by $0.04. Viavi Solutions had a positive return on equity of 19.60% and a negative net margin of 2.00%.The business had revenue of $443.10 million during the quarter, compared to the consensus estimate of $432.62 million. During the same quarter in the previous year, the firm earned $0.13 earnings per share. Viavi Solutions’s revenue for the quarter was up 52.5% compared to the same quarter last year. Viavi Solutions has set its Q1 2027 guidance at 0.400-0.420 EPS. Sell-side analysts expect that Viavi Solutions Inc. will post 1.32 EPS for the current fiscal year.

Insider Activity at Viavi Solutions

In related news, Director Laura A. Black sold 71,000 shares of Viavi Solutions stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $46.12, for a total value of $3,274,520.00. Following the transaction, the director directly owned 71,497 shares of the company’s stock, valued at $3,297,441.64. This trade represents a 49.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Paul Mcnab sold 1,595 shares of the business’s stock in a transaction that occurred on Monday, August 10th. The shares were sold at an average price of $37.37, for a total transaction of $59,605.15. Following the transaction, the executive vice president owned 13,876 shares of the company’s stock, valued at approximately $518,546.12. This represents a 10.31% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.80% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several analysts recently issued reports on VIAV shares. B. Riley Financial reduced their price target on Viavi Solutions from $63.00 to $60.00 and set a “buy” rating for the company in a research note on Thursday, August 6th. UBS Group dropped their target price on Viavi Solutions from $60.00 to $44.00 and set a “neutral” rating for the company in a report on Thursday, August 6th. Weiss Ratings downgraded shares of Viavi Solutions from a “sell (d+)” rating to a “sell (d)” rating in a research note on Tuesday, August 11th. Susquehanna raised their price target on shares of Viavi Solutions from $65.00 to $66.00 and gave the stock a “positive” rating in a research report on Wednesday, July 1st. Finally, Needham & Company LLC dropped their price objective on shares of Viavi Solutions from $68.00 to $60.00 and set a “buy” rating for the company in a research note on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, two have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $49.88.

Viavi Solutions News Summary

Here are the key news stories impacting Viavi Solutions this week:

• Positive Sentiment: Rosenblatt Securities reaffirmed its Buy rating and maintained a $70 price target, implying substantial upside from recent trading levels. The firm’s view supports optimism about Viavi’s exposure to network testing, communications infrastructure and AI-related growth. Rosenblatt Securities rating report
• Positive Sentiment: Viavi’s latest quarterly results exceeded expectations, with earnings of $0.34 per share versus the $0.30 consensus estimate and revenue of $443.1 million versus forecasts of $432.6 million. Revenue increased 52.5% year over year, and management guided to first-quarter fiscal 2027 earnings of $0.40 to $0.42 per share.
• Positive Sentiment: Analyst sentiment remains favorable overall. Viavi has a “Moderate Buy” consensus rating and an average price target of $49.88, although several firms recently lowered their targets. Institutional investors also own approximately 95.5% of the company’s outstanding shares.
• Neutral Sentiment: Director Laura Black sold 71,000 shares for approximately $3.27 million at an average price of $46.12. She retained 71,497 shares, but the transaction reduced her direct ownership by 49.83%. The sale was disclosed in an SEC filing and may reflect personal portfolio management rather than a change in the company’s outlook. Laura Black insider sale
• Negative Sentiment: The insider transaction is likely weighing on sentiment because it was large relative to the director’s holdings and occurred near recent highs. The stock also remains volatile after a sharp rally, with a negative net margin and a valuation that is difficult to assess using its negative P/E ratio.

Viavi Solutions Company Profile

Viavi Solutions Inc is a provider of network test, monitoring and assurance solutions for communications service providers, cable operators, enterprises and government agencies. The company offers an extensive portfolio of fiber optic and copper cable test and measurement instruments, wireless network testing equipment and network performance monitoring software. Its products are designed to support the deployment, maintenance and optimization of high-speed broadband, 5G wireless, data center and enterprise networks.

Viavi’s product offerings are organized into two primary segments: Network & Service Enablement and Optical Security & Performance.