Director Gerald G. Colella of MKS Inc (NASDAQ: MKSI) disclosed the sale of 20,000 shares of common stock for roughly $5.06 million, according to a Form 4 filing with the Securities and Exchange Commission.
The disposition was completed in two separate transactions. On February 20, 2026, Colella sold 10,000 shares at a weighted average price of $252.8999, with transaction prices spanning $252.60 to $253.86 per share. A second block of 10,000 shares was sold on February 24, 2026, at a weighted average price of $253.9675, with prices in that trade ranging from $253.470 to $255.250.
At the time of the filings, MKSI stock was trading near its 52-week high of $269.91 after a year that saw the share price advance about 156%. An InvestingPro analysis cited in the filing indicates the stock appears overvalued on Fair Value metrics and notes the platform provides 15 additional ProTips for investors in MKSI seeking further detail.
Following these transactions, Colella’s holdings in the company were reported as indirect ownership of 40,017 shares through The Gerald G. Colella 2019 Trust and direct ownership of 8,216.927 shares of MKS Inc.
Separately, MKS Instruments reported fourth-quarter results that outpaced analyst expectations. The company posted earnings per share of $2.47 for the quarter, above the consensus estimate of $2.30. Quarterly revenue came in at $1.03 billion, exceeding the consensus forecast of $995.32 million and representing a 10.5% increase from the year-ago quarter.
In addition to the quarterly beat, MKS provided first-quarter revenue guidance that surpassed expectations. The company highlighted continued strength in its Electronics & Packaging segment and reported higher shipments in its Semi division, factors cited in its upbeat outlook for the near term.
Following the results and guidance, analysts adjusted their outlooks. Needham raised its price target on MKS Instruments to $300 from $260 and maintained a Buy rating, citing the stronger-than-expected guidance. KeyBanc reiterated an Overweight rating with a $250 price target after the earnings release. Despite the favorable earnings and analyst actions, MKS Instruments’ shares declined in after-hours trading.
The Form 4 filing documenting Colella’s sales and the company’s earnings announcement together provide a snapshot of recent insider activity and corporate performance, without indicating any direct causal relationship between the transactions and the company’s reported results.