Lodestar Private Asset Management LLC Makes New Investment in Ultra Clean Holdings, Inc. $UCTT

Posted by Brenda Bartman on Jul 5th, 2026

Lodestar Private Asset Management LLC bought a new position in shares of Ultra Clean Holdings, Inc. (NASDAQ:UCTT – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 5,900 shares of the semiconductor company’s stock, valued at approximately $367,000.

A number of other hedge funds have also recently bought and sold shares of UCTT. AdvisorNet Financial Inc bought a new stake in shares of Ultra Clean during the 1st quarter worth approximately $34,000. EverSource Wealth Advisors LLC increased its holdings in Ultra Clean by 148.9% during the third quarter. EverSource Wealth Advisors LLC now owns 926 shares of the semiconductor company’s stock worth $25,000 after buying an additional 554 shares during the last quarter. Quadrant Capital Group LLC raised its position in Ultra Clean by 40.3% during the fourth quarter. Quadrant Capital Group LLC now owns 989 shares of the semiconductor company’s stock worth $25,000 after acquiring an additional 284 shares in the last quarter. Danske Bank A S raised its position in Ultra Clean by 450.0% during the fourth quarter. Danske Bank A S now owns 1,100 shares of the semiconductor company’s stock worth $28,000 after acquiring an additional 900 shares in the last quarter. Finally, Advisory Services Network LLC acquired a new stake in Ultra Clean in the third quarter valued at $45,000. 96.06% of the stock is currently owned by institutional investors.

Ultra Clean Stock Performance

UCTT stock opened at $106.47 on Friday. The stock has a market cap of $4.77 billion, a price-to-earnings ratio of -24.82, a price-to-earnings-growth ratio of 1.42 and a beta of 1.83. The company has a fifty day moving average price of $95.29 and a two-hundred day moving average price of $66.45. Ultra Clean Holdings, Inc. has a one year low of $21.28 and a one year high of $144.22. The company has a debt-to-equity ratio of 0.86, a current ratio of 3.07 and a quick ratio of 1.72.

Ultra Clean (NASDAQ:UCTT – Get Free Report) last announced its earnings results on Tuesday, April 28th. The semiconductor company reported $0.31 EPS for the quarter, topping the consensus estimate of $0.27 by $0.04. Ultra Clean had a negative net margin of 9.38% and a positive return on equity of 4.28%. The business had revenue of $533.70 million during the quarter, compared to the consensus estimate of $525.28 million. During the same quarter in the previous year, the firm posted $0.28 EPS. Ultra Clean’s revenue was up 2.9% compared to the same quarter last year. Ultra Clean has set its Q2 2026 guidance at 0.440-0.600 EPS. Equities analysts anticipate that Ultra Clean Holdings, Inc. will post 2.14 EPS for the current year.

Insider Buying and Selling

In other news, CFO Sheri Savage sold 15,766 shares of the stock in a transaction that occurred on Thursday, June 4th. The stock was sold at an average price of $89.47, for a total transaction of $1,410,584.02. Following the transaction, the chief financial officer owned 50,710 shares in the company, valued at approximately $4,537,023.70. This trade represents a 23.72% 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, SVP Jamie J. Palfrey sold 8,691 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $79.72, for a total value of $692,846.52. Following the completion of the sale, the senior vice president owned 16,446 shares of the company’s stock, valued at $1,311,075.12. This trade represents a 34.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 80,106 shares of company stock valued at $6,734,589 in the last ninety days. 1.80% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on UCTT. Zacks Research upgraded shares of Ultra Clean from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 25th. Wall Street Zen downgraded shares of Ultra Clean from a “buy” rating to a “hold” rating in a research note on Monday, June 29th. Needham & Company LLC lifted their price target on Ultra Clean from $70.00 to $92.00 and gave the stock a “buy” rating in a report on Wednesday, April 29th. TD Cowen boosted their price target on Ultra Clean from $70.00 to $100.00 and gave the stock a “buy” rating in a research report on Wednesday, April 29th. Finally, Weiss Ratings restated a “sell (d)” rating on shares of Ultra Clean in a research note on Friday, June 26th. Two investment analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $107.40.

Check Out Our Latest Research Report on Ultra Clean

Ultra Clean Profile

(Free Report)

Ultra Clean Holdings, Inc is a global supplier of critical consumables and process tools for the semiconductor manufacturing industry. The company specializes in precision parts cleaning, chemical–mechanical planarization (CMP) slurries, surface conditioning pads, and specialty components used in wafer fabrication and advanced packaging. Ultra Clean also provides assembly and test hardware, tooling, and automated modules designed to support complex front-end and back-end processes in semiconductor fabs.

Ultra Clean’s product portfolio encompasses a range of cleaning systems and consumables aimed at particle and film removal, as well as CMP slurries and pads that are engineered for uniform material removal and planarization.