Isthmus Partners LLC Purchases 57,959 Shares of Photronics, Inc. $PLAB

Posted by Brenda Bartman on May 16th, 2026

Isthmus Partners LLC lifted its position in Photronics, Inc. (NASDAQ:PLAB – Free Report) by 221.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 84,120 shares of the semiconductor company’s stock after acquiring an additional 57,959 shares during the quarter. Isthmus Partners LLC owned 0.14% of Photronics worth $2,692,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in PLAB. Torren Management LLC purchased a new stake in shares of Photronics during the 4th quarter worth $26,000. Larson Financial Group LLC bought a new position in Photronics in the third quarter worth about $28,000. Hantz Financial Services Inc. lifted its position in shares of Photronics by 673.4% during the third quarter. Hantz Financial Services Inc. now owns 1,485 shares of the semiconductor company’s stock valued at $34,000 after buying an additional 1,293 shares during the last quarter. Central Pacific Bank Trust Division purchased a new position in shares of Photronics in the 4th quarter worth approximately $55,000. Finally, Wexford Capital LP bought a new position in shares of Photronics during the 3rd quarter worth approximately $62,000. 88.38% of the stock is currently owned by institutional investors.

Photronics Stock Performance

Shares of NASDAQ PLAB opened at $50.02 on Friday. Photronics, Inc. has a 1 year low of $16.59 and a 1 year high of $56.00. The company’s fifty day moving average price is $43.61 and its 200 day moving average price is $35.51. The company has a market capitalization of $2.95 billion, a PE ratio of 21.29 and a beta of 1.51.

Photronics (NASDAQ:PLAB – Get Free Report) last released its quarterly earnings results on Wednesday, February 25th. The semiconductor company reported $0.61 earnings per share for the quarter, topping analysts’ consensus estimates of $0.54 by $0.07. Photronics had a return on equity of 7.88% and a net margin of 15.83%.The company had revenue of $225.07 million during the quarter, compared to analysts’ expectations of $220.09 million. During the same quarter in the prior year, the firm posted $0.52 EPS. Photronics’s quarterly revenue was up 6.1% compared to the same quarter last year. Photronics has set its Q2 2026 guidance at 0.490-0.550 EPS. On average, equities analysts expect that Photronics, Inc. will post 2.35 EPS for the current year.

Insider Activity

In related news, COO Hsueh-Chun Wang sold 19,250 shares of Photronics stock in a transaction on Tuesday, April 14th. The shares were sold at an average price of $45.30, for a total value of $872,025.00. Following the sale, the chief operating officer owned 113,560 shares of the company’s stock, valued at approximately $5,144,268. This trade represents a 14.49% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO George Macricostas sold 121,194 shares of Photronics stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $42.94, for a total transaction of $5,204,070.36. Following the completion of the sale, the chief executive officer owned 334,068 shares in the company, valued at approximately $14,344,879.92. This trade represents a 26.62% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 346,144 shares of company stock worth $15,061,759. Insiders own 3.30% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Lake Street Capital reissued a “buy” rating and issued a $55.00 price objective on shares of Photronics in a research report on Friday, May 1st. Wall Street Zen upgraded Photronics from a “buy” rating to a “strong-buy” rating in a research note on Saturday, March 14th. Craig Hallum reissued a “buy” rating and issued a $48.00 price target on shares of Photronics in a report on Tuesday, March 3rd. Zacks Research downgraded shares of Photronics from a “strong-buy” rating to a “hold” rating in a report on Wednesday. Finally, Weiss Ratings raised shares of Photronics from a “hold (c)” rating to a “hold (c+)” rating in a research report on Wednesday, April 29th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $49.33.

Read Our Latest Stock Analysis on Photronics

Photronics Company Profile

(Free Report)

Photronics, Inc is a leading global supplier of photomask products used in the manufacture of integrated circuits, flat panel displays, microelectromechanical systems (MEMS), and advanced packaging applications. Photomasks, also known as reticles, are critical templates that carry the precise circuit patterns required for semiconductor lithography processes. The company offers a comprehensive range of mask solutions, including binary masks, attenuated phase-shift masks, reticles for micro-optics, and specialized products for high‐resolution applications.

Founded in 1969 and headquartered in Brookfield, Connecticut, Photronics has grown through organic expansion and strategic investments in high‐end lithography technology.