Callan Family Office LLC Takes $1.82 Million Position in MKS Inc. $MKSI

Key Points

• Callan Family Office LLC acquired a new $1.82 million position in MKS Inc. during the second quarter, purchasing 4,093 shares. Institutional investors collectively own 99.79% of the company.
• MKS reported stronger-than-expected quarterly results, with EPS of $3.30 and revenue of $1.25 billion, up 28.3% year over year. The company provided third-quarter 2026 EPS guidance of $3.27–$3.89.
• Analysts maintain a generally positive view, with a “Moderate Buy” consensus and an average price target of $385. MKS also declared a quarterly dividend of $0.25 per share, while insiders have sold more than $12.1 million in stock over the past three months.

Callan Family Office LLC acquired a new position in shares of MKS Inc. (NASDAQ:MKSI - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 4,093 shares of the scientific and technical instruments company's stock, valued at approximately $1,821,000.

A number of other large investors have also recently made changes to their positions in the company. Keating Financial Advisory Services Inc. purchased a new position in MKS in the second quarter worth approximately $25,000. Global Retirement Partners LLC increased its position in shares of MKS by 560.0% in the 4th quarter. Global Retirement Partners LLC now owns 165 shares of the scientific and technical instruments company's stock valued at $26,000 after purchasing an additional 140 shares during the last quarter. IFP Advisors Inc increased its position in shares of MKS by 616.7% in the 4th quarter. IFP Advisors Inc now owns 172 shares of the scientific and technical instruments company's stock valued at $27,000 after purchasing an additional 148 shares during the last quarter. Allied Private Wealth LLC acquired a new stake in shares of MKS in the 2nd quarter valued at $33,000. Finally, Clearstead Trust LLC acquired a new stake in shares of MKS in the 2nd quarter valued at $36,000. 99.79% of the stock is currently owned by hedge funds and other institutional investors.

MKS Stock Performance

Shares of MKS stock opened at $279.11 on Monday. The company has a current ratio of 1.14, a quick ratio of 0.72 and a debt-to-equity ratio of 0.85. The company has a fifty day simple moving average of $341.95 and a 200-day simple moving average of $294.68. The stock has a market cap of $18.87 billion, a price-to-earnings ratio of 44.52, a PEG ratio of 0.59 and a beta of 1.98. MKS Inc. has a 12-month low of $97.50 and a 12-month high of $447.62.

MKS (NASDAQ:MKSI - Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The scientific and technical instruments company reported $3.30 EPS for the quarter, topping the consensus estimate of $2.91 by $0.39. MKS had a net margin of 10.15% and a return on equity of 24.72%. The firm had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.20 billion. During the same period last year, the business earned $1.77 EPS. MKS's revenue for the quarter was up 28.3% compared to the same quarter last year. MKS has set its Q3 2026 guidance at 3.270-3.890 EPS. On average, equities analysts forecast that MKS Inc. will post 12.96 EPS for the current fiscal year.

MKS Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Tuesday, August 25th will be given a dividend of $0.25 per share. The ex-dividend date is Tuesday, August 25th. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.4%. MKS's payout ratio is 15.95%.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on MKSI. Citigroup boosted their target price on shares of MKS from $425.00 to $430.00 and gave the stock a "buy" rating in a research note on Friday, August 7th. BMO Capital Markets assumed coverage on MKS in a research note on Tuesday, June 30th. They issued an "outperform" rating and a $453.00 price target on the stock. Deutsche Bank Aktiengesellschaft set a $360.00 price target on MKS in a report on Friday, July 31st. Wells Fargo & Company upped their price objective on MKS from $300.00 to $325.00 and gave the stock an "equal weight" rating in a research report on Friday, August 7th. Finally, Weiss Ratings upgraded MKS from a "hold (c)" rating to a "buy (b-)" rating in a report on Tuesday, August 11th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $385.00.

Insiders Place Their Bets

In related news, EVP John Edward Williams sold 457 shares of the firm's stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $288.31, for a total transaction of $131,757.67. Following the transaction, the executive vice president owned 4,098 shares in the company, valued at $1,181,494.38. This trade represents a 10.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO John Tseng-Chung Lee sold 10,000 shares of MKS stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $302.01, for a total value of $3,020,100.00. Following the transaction, the chief executive officer directly owned 134,776 shares in the company, valued at approximately $40,703,699.76. This trade represents a 6.91% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 37,491 shares of company stock worth $12,102,072. Corporate insiders own 0.57% of the company's stock.

MKS 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source