Corient Private Wealth LP Invests $15.51 Million in MKS Inc. $MKSI

Key Points

• Corient Private Wealth LP acquired 34,868 MKS shares worth approximately $15.51 million in the second quarter, while institutional investors collectively own 99.79% of the company.
• MKS reported strong quarterly results, with EPS of $3.30 exceeding the $2.91 consensus estimate and revenue rising 28.3% year over year to $1.25 billion. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $382.86.
• Positive earnings-estimate revisions and several analyst target increases contrast with insider selling, including the CEO’s reported sale of 10,000 shares for about $3 million; Mizuho also lowered its target to $330 while retaining an “outperform” rating.

Corient Private Wealth LP bought a new position in MKS Inc. (NASDAQ:MKSI - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 34,868 shares of the scientific and technical instruments company's stock, valued at approximately $15,509,000. Corient Private Wealth LP owned about 0.05% of MKS as of its most recent filing with the Securities and Exchange Commission.

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

Key Stories Impacting MKS

Here are the key news stories impacting MKS this week:

• Positive Sentiment: Analysts raised multiple earnings estimates. Zacks increased its Q3 2026 EPS forecast to $3.60 from $3.22 and its FY2026 estimate to $12.76 from $11.86. Estimates were also raised for FY2027 to $16.52 from $15.00 and FY2028 to $20.10 from $18.24. Several quarterly forecasts through 2028 were increased as well, signaling stronger expected earnings momentum. Earnings Estimates Moving Higher for MKS
• Positive Sentiment: Wall Street price targets imply substantial potential upside. The average analyst target cited by Zacks indicates 49.8% potential appreciation, although the article cautions that price targets are not always reliable. The favorable earnings-revision trend could support the stock if it translates into stronger results. Wall Street Analysts Think MKS Could Surge
• Neutral Sentiment: Mizuho lowered its MKS price target to $330. The target reduction is a negative signal, but the revised target remains well above the level at which the stock recently traded. Mizuho Lowers MKS Price Target
• Negative Sentiment: The CEO sold company shares. CEO John Tseng-Chung Lee reportedly sold 10,000 shares for approximately $3 million. Insider selling can raise concerns about management’s view of near-term valuation or performance, even though it does not necessarily indicate a change in business fundamentals. MKS CEO Sells Shares

MKS Stock Performance

NASDAQ:MKSI opened at $255.76 on Friday. The company has a quick ratio of 0.72, a current ratio of 1.14 and a debt-to-equity ratio of 0.85. The firm has a market capitalization of $17.29 billion, a PE ratio of 40.79, a price-to-earnings-growth ratio of 0.54 and a beta of 1.98. MKS Inc. has a 12-month low of $97.50 and a 12-month high of $447.62. The firm has a 50-day moving average price of $330.20 and a 200 day moving average price of $295.54.

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, beating the consensus estimate of $2.91 by $0.39. MKS had a return on equity of 24.72% and a net margin of 10.15%.The business had revenue of $1.25 billion for the quarter, compared to analyst estimates of $1.20 billion. During the same quarter in the previous year, the firm earned $1.77 EPS. MKS's quarterly revenue was up 28.3% on a year-over-year basis. MKS has set its Q3 2026 guidance at 3.270-3.890 EPS. Research analysts anticipate that MKS Inc. will post 13.07 earnings per share for the current fiscal year.

MKS Announces Dividend

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

Insiders Place Their Bets

In other news, CAO Michelle M. Mccarthy sold 2,434 shares of the stock in a transaction on Friday, June 5th. The stock was sold at an average price of $315.23, for a total transaction of $767,269.82. Following the sale, the chief accounting officer owned 2 shares in the company, valued at approximately $630.46. This represents a 99.92% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP John Edward Williams sold 457 shares of the stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $288.31, for a total transaction of $131,757.67. Following the sale, the executive vice president directly owned 4,098 shares in the company, valued at approximately $1,181,494.38. This represents a 10.03% 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. Over the last quarter, insiders have sold 12,891 shares of company stock valued at $3,919,127. 0.57% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on MKSI shares. BMO Capital Markets started coverage on shares of MKS in a report on Tuesday, June 30th. They issued an "outperform" rating and a $453.00 price target for the company. Citigroup lifted their target price on MKS from $425.00 to $430.00 and gave the company a "buy" rating in a research note on Friday, August 7th. Mizuho dropped their price target on shares of MKS from $360.00 to $330.00 and set an "outperform" rating on the stock in a research note on Tuesday, August 25th. JPMorgan Chase & Co. boosted their target price on shares of MKS from $365.00 to $380.00 and gave the stock an "overweight" rating in a research report on Friday, August 7th. Finally, Wall Street Zen raised MKS from a "buy" rating to a "strong-buy" rating in a research note on Saturday, August 8th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $382.86.

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.

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