TimesSquare Capital Management, LLC has opened a new $66.2M position in $MKSI, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $MKSI.
$MKSI Hedge Fund Activity
We have seen 312 institutional investors add shares of $MKSI stock to their portfolio, and 211 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 1,472,145 shares (+61.8%) to their portfolio in Q4 2025, for an estimated $235,248,771
- VICTORY CAPITAL MANAGEMENT INC removed 1,019,817 shares (-28.5%) from their portfolio in Q4 2025, for an estimated $162,966,756
- NORDEA INVESTMENT MANAGEMENT AB removed 996,602 shares (-62.4%) from their portfolio in Q4 2025, for an estimated $159,256,999
- JPMORGAN CHASE & CO added 886,847 shares (+133.4%) to their portfolio in Q4 2025, for an estimated $141,718,150
- PRICE T ROWE ASSOCIATES INC /MD/ removed 879,169 shares (-24.2%) from their portfolio in Q4 2025, for an estimated $140,491,206
- COOKE & BIELER LP removed 756,655 shares (-78.3%) from their portfolio in Q1 2026, for an estimated $173,886,885
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 625,561 shares (-75.8%) from their portfolio in Q4 2025, for an estimated $99,964,647
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
$MKSI Insider Trading Activity
$MKSI insiders have traded $MKSI stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $MKSI stock by insiders over the last 6 months:
- JOHN TSENG-CHUNG LEE (President & CEO) has made 0 purchases and 4 sales selling 30,000 shares for an estimated $7,703,242.
- GERALD G COLELLA has made 0 purchases and 2 sales selling 20,000 shares for an estimated $5,068,674.
- ERIC ROBERT TARANTO (EVP & GM, VSD) has made 0 purchases and 2 sales selling 6,020 shares for an estimated $1,366,941.
- KATHLEEN FLAHERTY BURKE (EVP, GC & Secretary) sold 4,254 shares for an estimated $1,063,500
- JAMES ALAN SCHREINER (EVP & COO) sold 4,100 shares for an estimated $1,045,500
- JOHN EDWARD WILLIAMS (EVP & GM, PSD) sold 2,042 shares for an estimated $523,744
- DAVID PHILIP HENRY (EVP, Global Str Mktg & GM, MSD) sold 2,000 shares for an estimated $523,120
- MICHELLE M MCCARTHY (VP & Chief Accounting Officer) has made 0 purchases and 2 sales selling 1,466 shares for an estimated $366,502.
- PETER III CANNONE sold 1,250 shares for an estimated $322,574
- JACQUELINE F MOLONEY has made 0 purchases and 2 sales selling 1,169 shares for an estimated $277,924.
- ELIZABETH MORA has made 0 purchases and 2 sales selling 600 shares for an estimated $119,475.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
$MKSI Government Contracts
We have seen $942,635 of award payments to $MKSI over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- AUTOMATED FEMTOSECOND LASER OPTICAL PARAMETRIC AMPLIFIER SYSTEM: $173,950
- TSUNAMI LASER UPGRADE: $124,906
- PURCHASE OF TUNABLE DIODE LASER SYSTEM: $69,666
- VIBRATION ISOLATED OPTICAL WORK BENCHES: $54,815
- SERVICE AGREEMENTS FOR THE MKS SPECTRA-PHYSICS INSTRUMENTS USED FOR LIGHT MICROSCOPY.: $40,587
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$MKSI Analyst Ratings
Wall Street analysts have issued reports on $MKSI in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 01/22/2026
- Morgan Stanley issued a "Overweight" rating on 01/22/2026
- Needham issued a "Buy" rating on 01/13/2026
- Mizuho issued a "Outperform" rating on 12/17/2025
- Citigroup issued a "Buy" rating on 11/12/2025
To track analyst ratings and price targets for $MKSI, check out Quiver Quantitative's $MKSI forecast page.
$MKSI Price Targets
Multiple analysts have issued price targets for $MKSI recently. We have seen 12 analysts offer price targets for $MKSI in the last 6 months, with a median target of $256.5.
Here are some recent targets:
- Matthew Prisco from Cantor Fitzgerald set a target price of $400.0 on 04/22/2026
- Atif Malik from Citigroup set a target price of $290.0 on 03/20/2026
- James Ricchiuti from Needham set a target price of $300.0 on 02/19/2026
- Melissa Weathers from Deutsche Bank set a target price of $305.0 on 02/19/2026
- Peter Peng from JP Morgan set a target price of $305.0 on 02/19/2026
- Joseph Quatrochi from Wells Fargo set a target price of $255.0 on 02/19/2026
- James Schneider from Goldman Sachs set a target price of $200.0 on 02/19/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $MKSI ticker page for more data.
