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Insider Trading February 23, 2026

MKS Inc. Director Sells $322,574 in Stock as Shares Trade Near Yearly High

Peter Cannone III reduced his stake in MKS Inc. through multiple February trades; company reports strong Q4 results yet shares slipped in after-hours trading

By Nina Shah MKSI
MKS Inc. Director Sells $322,574 in Stock as Shares Trade Near Yearly High
MKSI

MKS Inc. director Peter Cannone III executed multiple trades on February 20, 2026, selling 1,250 shares of common stock for about $322,574 at prices between $258.040 and $258.285. The sale happened while MKSI shares traded close to a 52-week high of $269.91 and after the company reported fourth-quarter results that topped analyst estimates. InvestingPro flags MKSI as appearing overvalued relative to its Fair Value.

Key Points

  • Director Peter Cannone III sold 1,250 shares on February 20, 2026, for about $322,574 at prices between $258.040 and $258.285; he now directly owns 8,362.08 shares.
  • MKS Instruments reported Q4 adjusted EPS of $2.47 on $1.03 billion in revenue, beating estimates and showing a 10.5% year-over-year revenue increase; first-quarter revenue guidance also exceeded expectations.
  • Analysts reacted to the quarterly results with price target increases and reiterated positive ratings, but the stock declined 7.3% in after-hours trading; InvestingPro assesses MKSI as appearing overvalued relative to its Fair Value.

Director Peter Cannone III of MKS Inc (NASDAQ:MKSI) sold 1,250 shares of the company's common stock on February 20, 2026, in a set of transactions that totaled approximately $322,574. According to transaction notices, the trades occurred at prices ranging from $258.040 to $258.285 per share.

The disposal took place while MKSI shares were trading near their 52-week high of $269.91, following a 154% total return over the past year. After completing the sales, Cannone directly holds 8,362.08 shares of MKS Inc. common stock.

Separately, MKS Instruments reported fourth-quarter results that outperformed analyst expectations. The company posted adjusted earnings per share of $2.47, above the consensus estimate of $2.30. Quarterly revenue was $1.03 billion, beating a forecast of $995.32 million and representing a 10.5% year-over-year increase.

Management provided first-quarter revenue guidance that exceeded expectations and highlighted continuing strength in the Electronics & Packaging segment, along with increased shipments in the Semi division. In response to the quarterly report and guidance, Needham raised its price target for MKS Instruments to $300 from $260 and maintained a Buy rating. KeyBanc reiterated an Overweight rating with a $250 price target, citing the strong fourth-quarter performance.

Despite the better-than-expected earnings and upbeat guidance, MKS Instruments’ shares fell 7.3% in after-hours trading following the release.

Market valuation commentary from InvestingPro states that MKSI currently appears overvalued relative to its Fair Value. For investors seeking more detailed analysis, a Pro Research Report for MKSI is available through InvestingPro alongside coverage of more than 1,400 other U.S. equities.

All figures in this piece reflect the company filings and analyst notes referenced in transaction disclosures and the company’s earnings release. The notice of the insider sale specifies the number of shares, the per-share price range for the trades, the transaction date of February 20, 2026, and Cannone’s remaining direct holdings.

Risks

  • Valuation risk - InvestingPro indicates MKSI appears overvalued versus its Fair Value, which could affect investor returns if market sentiment shifts; sectors impacted include capital equipment and semiconductor-related suppliers.
  • Market reaction risk - Despite better-than-expected results and raised price targets from some analysts, MKSI shares fell 7.3% in after-hours trading, demonstrating potential volatility in equity markets tied to earnings and guidance; this can influence the electronics and semiconductor supply chains.
  • Insider-timing perception - The director's sale occurred near the stock's 52-week high and after a strong 154% one-year return; such insider transactions can introduce uncertainty for investors evaluating corporate confidence and ownership continuity.

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