Universal Beteiligungs und Servicegesellschaft mbH Sells 29,212 Shares of TTM Technologies, Inc. $TTMI

Key Points

• Universal Beteiligungs sold 29,212 shares (a 32.9% reduction), leaving it with 59,711 shares of TTMI—about a 0.06% stake valued at roughly $4.12 million.
• TTM beat Q1 estimates (EPS $0.75 vs. $0.66; revenue $845.98M, +30% YoY) and raised Q2 guidance to $0.82–$0.88 EPS with materially higher revenue guidance, signaling stronger near‑term demand.
• Market optimism and analyst upgrades (consensus target ~$124) are tempered by a stretched valuation (PE ~81) and notable insider selling (~105,150 shares last quarter), which could cap upside.

Universal Beteiligungs und Servicegesellschaft mbH lessened its holdings in TTM Technologies, Inc. (NASDAQ:TTMI - Free Report) by 32.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 59,711 shares of the technology company's stock after selling 29,212 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH owned 0.06% of TTM Technologies worth $4,120,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of TTMI. Royal Bank of Canada increased its holdings in TTM Technologies by 66.6% in the 1st quarter. Royal Bank of Canada now owns 26,433 shares of the technology company's stock valued at $543,000 after buying an additional 10,565 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in TTM Technologies by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,087 shares of the technology company's stock valued at $1,232,000 after buying an additional 2,632 shares during the period. Goldman Sachs Group Inc. increased its holdings in TTM Technologies by 7.3% in the 1st quarter. Goldman Sachs Group Inc. now owns 1,705,963 shares of the technology company's stock valued at $34,989,000 after buying an additional 115,766 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in TTM Technologies by 7.7% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 190,563 shares of the technology company's stock valued at $3,908,000 after buying an additional 13,691 shares during the period. Finally, Jane Street Group LLC increased its holdings in TTM Technologies by 1,150.2% in the 1st quarter. Jane Street Group LLC now owns 139,889 shares of the technology company's stock valued at $2,869,000 after buying an additional 128,700 shares during the period. Institutional investors own 95.79% of the company's stock.

Key Headlines Impacting TTM Technologies

Here are the key news stories impacting TTM Technologies this week:

• Positive Sentiment: Q1 earnings and revenue beat consensus — TTMI reported $0.75 EPS vs. $0.66 expected and revenue of $846M, up ~30% year-over-year, which supports upside to estimates and validates ongoing demand. TTM Technologies (TTMI) Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Management raised Q2 2026 guidance well above Street estimates — EPS guidance of $0.82–$0.88 (vs. ~$0.72 consensus) and revenue guidance materially higher than consensus, signaling confidence in near-term demand. TTM Technologies, Inc. Reports First Quarter 2026 Results
• Positive Sentiment: Operational metrics supportive — improved net margin (~6.1%) and ROE (~13.3%) alongside strong revenue growth reinforce the quality of the beat. TTM Technologies Q1 Results and Call
• Positive Sentiment: Sector/backlog tailwinds — coverage pieces highlight a large defense backlog (~$1.6B) and accelerated multi‑industry orders, which could sustain revenue visibility. This Unknown Stock is Up 600%, Has a $1.6B Defense Backlog, and You Don’t Know It
• Positive Sentiment: Analyst sentiment lifting — at least one price target was raised recently, reflecting upgraded estimates after the quarter. TTM Technologies (TTMI) price target increased
• Neutral Sentiment: Investor materials available — full press release, slide deck and conference call are posted for detail on drivers and backlog composition; useful for investors doing deeper diligence. TTM Q1 Press Release / Slide Deck
• Negative Sentiment: High valuation and “late-stage” concerns — TTMI trades at a stretched multiple (PE in the 80s), and commentary questioning whether it’s “too late” to buy could cool upside as investors weigh growth vs. price. Is It Too Late To Consider TTM Technologies (TTMI)?
• Negative Sentiment: Near-term profit-taking and elevated volume — despite the strong beat and guidance, the stock drifted modestly lower, suggesting some investors are locking gains after the recent outsized run. (No article)

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the stock. B. Riley Financial reissued a "buy" rating on shares of TTM Technologies in a report on Friday, April 24th. Truist Financial set a $113.00 price target on shares of TTM Technologies in a report on Wednesday, January 14th. Weiss Ratings raised shares of TTM Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a report on Wednesday, February 18th. Needham & Company LLC boosted their target price on shares of TTM Technologies from $105.00 to $125.00 and gave the company a "buy" rating in a research note on Thursday, February 5th. Finally, Stifel Nicolaus boosted their target price on shares of TTM Technologies from $108.00 to $135.00 and gave the company a "buy" rating in a research note on Monday, April 20th. Five investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, TTM Technologies has an average rating of "Moderate Buy" and a consensus target price of $124.00.

TTM Technologies Stock Down 0.1%

Shares of NASDAQ:TTMI opened at $137.50 on Thursday. TTM Technologies, Inc. has a 52 week low of $19.58 and a 52 week high of $149.08. The company has a debt-to-equity ratio of 0.52, a quick ratio of 1.67 and a current ratio of 1.93. The company's fifty day moving average is $107.96 and its 200-day moving average is $86.89. The company has a market capitalization of $14.28 billion, a PE ratio of 81.36 and a beta of 1.76.

TTM Technologies (NASDAQ:TTMI - Get Free Report) last issued its earnings results on Wednesday, April 29th. The technology company reported $0.75 EPS for the quarter, beating the consensus estimate of $0.66 by $0.09. TTM Technologies had a net margin of 6.11% and a return on equity of 13.30%. The company had revenue of $845.98 million for the quarter, compared to the consensus estimate of $789.84 million. During the same quarter in the previous year, the company earned $0.50 EPS. The firm's revenue for the quarter was up 30.4% compared to the same quarter last year. TTM Technologies has set its Q2 2026 guidance at 0.820-0.880 EPS. Equities research analysts predict that TTM Technologies, Inc. will post 2.94 earnings per share for the current fiscal year.

Insider Activity

In related news, EVP Catherine A. Gridley sold 20,000 shares of the company's stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $105.94, for a total transaction of $2,118,800.00. Following the transaction, the executive vice president owned 78,645 shares in the company, valued at $8,331,651.30. This represents a 20.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Thomas T. Edman sold 16,800 shares of the company's stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $100.23, for a total transaction of $1,683,864.00. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 105,150 shares of company stock worth $10,412,586. Corporate insiders own 1.30% of the company's stock.

TTM Technologies Profile

TTM Technologies, Inc is a leading global manufacturer of printed circuit boards (PCBs) and related electronic components. The company's product portfolio spans rigid, flexible and rigid-flex circuit boards, as well as advanced substrates, backplanes, hybrid circuits and integrated antenna modules. In addition to PCB fabrication, TTM offers comprehensive system‐level services, including design support, surface mount technology (SMT) assembly, cable and wire harness assembly, and complete box-build solutions to address end-to-end customer requirements.

Serving a broad array of end markets, TTM Technologies supports customers in the communications, computing, automotive, aerospace and defense, industrial, and medical sectors.

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