Oliver Luxxe Assets LLC Makes New $3.62 Million Investment in MKS Inc. $MKSI

Oliver Luxxe Assets LLC bought a new stake in MKS Inc. (NASDAQ:MKSI) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 22,641 shares of the scientific and technical instruments company’s stock, valued at approximately $3,618,000.

Several other large investors have also modified their holdings of MKSI. Vanguard Group Inc. raised its holdings in MKS by 4.0% in the 3rd quarter. Vanguard Group Inc. now owns 7,752,097 shares of the scientific and technical instruments company’s stock valued at $959,477,000 after buying an additional 295,480 shares during the period. Cooke & Bieler LP boosted its stake in MKS by 7.7% during the third quarter. Cooke & Bieler LP now owns 1,321,877 shares of the scientific and technical instruments company’s stock worth $163,609,000 after buying an additional 94,692 shares during the period. Dimensional Fund Advisors LP boosted its stake in MKS by 30.8% during the third quarter. Dimensional Fund Advisors LP now owns 1,265,365 shares of the scientific and technical instruments company’s stock worth $156,602,000 after buying an additional 297,850 shares during the period. Channing Capital Management LLC increased its position in shares of MKS by 79.3% during the second quarter. Channing Capital Management LLC now owns 991,298 shares of the scientific and technical instruments company’s stock valued at $98,495,000 after acquiring an additional 438,338 shares during the last quarter. Finally, Bank of America Corp DE raised its stake in shares of MKS by 44.2% in the 2nd quarter. Bank of America Corp DE now owns 982,643 shares of the scientific and technical instruments company’s stock valued at $97,635,000 after acquiring an additional 301,223 shares during the period. Institutional investors and hedge funds own 99.79% of the company’s stock.

Insiders Place Their Bets

In other MKS news, CEO John Tseng-Chung Lee sold 30,000 shares of the stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $256.77, for a total value of $7,703,100.00. Following the transaction, the chief executive officer directly owned 154,696 shares in the company, valued at $39,721,291.92. This represents a 16.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP John Edward Williams sold 2,043 shares of the stock in a transaction on Friday, February 20th. The shares were sold at an average price of $256.41, for a total transaction of $523,845.63. Following the completion of the transaction, the executive vice president directly owned 3,640 shares in the company, valued at $933,332.40. This trade represents a 35.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 68,503 shares of company stock worth $17,288,099. 0.57% of the stock is currently owned by company insiders.

MKS Price Performance

Shares of NASDAQ MKSI opened at $227.13 on Friday. The stock’s 50-day moving average is $231.43 and its two-hundred day moving average is $174.60. The company has a debt-to-equity ratio of 1.53, a current ratio of 2.71 and a quick ratio of 1.71. MKS Inc. has a 1-year low of $54.84 and a 1-year high of $269.91. The company has a market cap of $15.27 billion, a price-to-earnings ratio of 51.97, a price-to-earnings-growth ratio of 1.22 and a beta of 1.94.

MKS (NASDAQ:MKSI) last announced its quarterly earnings data on Tuesday, February 17th. The scientific and technical instruments company reported $2.47 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.51 by ($0.04). MKS had a net margin of 7.53% and a return on equity of 20.85%. The company had revenue of $1.03 billion during the quarter, compared to analysts’ expectations of $1.02 billion. During the same quarter in the previous year, the business posted $2.15 EPS. The business’s quarterly revenue was up 10.5% compared to the same quarter last year. MKS has set its Q1 2026 guidance at 1.720-2.280 EPS. Analysts forecast that MKS Inc. will post 6.94 EPS for the current fiscal year.

MKS Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, March 6th. Stockholders of record on Monday, February 23rd were given a dividend of $0.25 per share. The ex-dividend date of this dividend was Monday, February 23rd. This represents a $1.00 annualized dividend and a dividend yield of 0.4%. This is an increase from MKS’s previous quarterly dividend of $0.22. MKS’s payout ratio is currently 22.88%.

Analysts Set New Price Targets

MKSI has been the subject of a number of research analyst reports. Mizuho set a $320.00 price objective on shares of MKS in a research report on Thursday, February 19th. Deutsche Bank Aktiengesellschaft boosted their target price on MKS from $265.00 to $305.00 and gave the company a “buy” rating in a research report on Thursday, February 19th. Citigroup decreased their price target on MKS from $295.00 to $290.00 and set a “buy” rating on the stock in a research note on Friday. Bank of America raised their price target on MKS from $215.00 to $255.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. Finally, The Goldman Sachs Group lifted their price objective on MKS from $135.00 to $200.00 and gave the company a “sell” rating in a research note on Thursday, February 19th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $273.08.

MKS Company Profile

MKS Instruments, Inc (NASDAQ: MKSI) designs, manufactures and markets technology solutions that enable advanced processes in a variety of high‐technology and industrial markets. The company’s core offerings include vacuum and gas delivery systems, pressure and flow measurement instruments, optical metrology tools, photonics subsystems and critical components for manufacturing processes. These products support the precise control and monitoring needs of semiconductor, industrial manufacturing, life and health sciences, and research applications.

The company’s product portfolio features mass flow controllers, pressure transducers, vacuum gauges, gas purity monitors, laser-based metrology systems and photonic devices such as lasers and detectors.