Landscape Capital Management L.L.C. acquired a new stake in shares of Ubiquiti Inc. (NYSE:UI – Free Report) in the second quarter, HoldingsChannel.com reports. The fund acquired 5,792 shares of the company’s stock, valued at approximately $3,093,000.
A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Wealthspire Advisors LLC raised its stake in shares of Ubiquiti by 3.3% in the fourth quarter. Wealthspire Advisors LLC now owns 506 shares of the company’s stock worth $280,000 after buying an additional 16 shares during the period. Dimensional Fund Advisors LP boosted its position in Ubiquiti by 0.8% during the third quarter. Dimensional Fund Advisors LP now owns 2,574 shares of the company’s stock worth $1,700,000 after purchasing an additional 20 shares in the last quarter. Valeo Financial Advisors LLC grew its stake in Ubiquiti by 2.0% in the 4th quarter. Valeo Financial Advisors LLC now owns 1,046 shares of the company’s stock valued at $579,000 after acquiring an additional 21 shares during the period. Steward Partners Investment Advisory LLC increased its stake in shares of Ubiquiti by 36.1% during the fourth quarter. Steward Partners Investment Advisory LLC now owns 83 shares of the company’s stock worth $46,000 after purchasing an additional 22 shares in the last quarter. Finally, Cherry Tree Wealth Management LLC raised its position in shares of Ubiquiti by 50.0% during the 4th quarter. Cherry Tree Wealth Management LLC now owns 75 shares of the company’s stock worth $42,000 after purchasing an additional 25 shares during the last quarter. Hedge funds and other institutional investors own 4.00% of the company’s stock.
Analyst Upgrades and Downgrades
Several equities research analysts recently issued reports on the company. Wall Street Zen cut Ubiquiti from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Zacks Research downgraded Ubiquiti from a “strong-buy” rating to a “hold” rating in a research report on Friday, August 14th. BWS Financial reiterated a “buy” rating and set a $980.00 price target on shares of Ubiquiti in a research report on Wednesday, July 8th. Barclays increased their price objective on Ubiquiti from $527.00 to $672.00 and gave the company an “underweight” rating in a research note on Monday, May 11th. Finally, Weiss Ratings lowered Ubiquiti from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, May 29th. Two equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $750.67.
Ubiquiti Stock Performance
UI stock opened at $557.14 on Friday. The firm has a market cap of $33.72 billion, a P/E ratio of 35.81 and a beta of 1.31. Ubiquiti Inc. has a 1 year low of $440.00 and a 1 year high of $1,099.99. The stock’s 50 day moving average price is $552.74 and its 200 day moving average price is $689.87.
Ubiquiti Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Shareholders of record on Monday, August 31st will be paid a $1.00 dividend. This represents a $4.00 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Monday, August 31st. This is an increase from Ubiquiti’s previous quarterly dividend of $0.80. Ubiquiti’s dividend payout ratio is presently 20.57%.
More Ubiquiti News
Here are the key news stories impacting Ubiquiti this week:
- Positive Sentiment: Record quarterly results: Ubiquiti reported fiscal Q4 revenue of $937.3 million and non-GAAP diluted EPS of $4.73, exceeding analyst estimates of approximately $850.5 million in revenue and $4.03 EPS. Full-year fiscal 2026 revenue reached $3.3 billion, with non-GAAP EPS of $15.95. Ubiquiti Inc. Reports Fourth Quarter Fiscal 2026 Financial Results
- Positive Sentiment: Significant earnings beat: Quarterly EPS increased from $4.41 a year earlier and surpassed the consensus estimate, while the company reported a 30.43% net margin and 95.62% return on equity. Ubiquiti Inc. Q4 Earnings and Revenues Surpass Estimates
- Positive Sentiment: Higher shareholder returns: Ubiquiti declared a quarterly dividend of $1.00 per share, a 25% increase from $0.80, and extended its share-repurchase program. The dividend is payable September 8 to shareholders of record August 31. Ubiquiti Declares Dividend and Extends Share Repurchase Program
- Neutral Sentiment: Coverage highlighted a strategic shift that is drawing renewed investor attention, but the available report does not provide enough detail to determine its financial impact. Ubiquiti Strategy Shift Draws Fresh Market Focus
- Negative Sentiment: Sell-the-news reaction: One report characterized Ubiquiti’s market response as a plunge despite the earnings beat. With the stock trading at a high earnings multiple and below its 200-day moving average, investors may be demanding stronger forward guidance or additional growth catalysts. Ubiquiti Plummets on Q4 Financials
Ubiquiti Profile
Ubiquiti Inc (NYSE: UI) is a U.S.-based technology company that designs and sells networking and wireless communication products for enterprise, service provider and consumer markets. Its product portfolio includes Wi‑Fi access points, routers and gateways, managed Ethernet switches, network management software, and IP surveillance systems. Ubiquiti’s offerings are organized under several well‑known lines—most notably UniFi for managed LAN/Wi‑Fi and networked video, AmpliFi for consumer Wi‑Fi, and product families targeting service‑provider and point‑to‑point wireless broadband applications.
The company emphasizes integrated hardware and software solutions, with centralized management and cloud‑enabled control as core features of its platform approach.
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