SCHEDULE: FMR LLC Reports 3.3% Stake in MKS Inc.

FMR LLC has disclosed a beneficial ownership of 3.3% of MKS Inc.'s common stock as of March 31, 2026.

Summary

• FMR LLC, along with its affiliates and subsidiaries (collectively, the "FMR Reporters"), has filed a Schedule 13G, indicating a beneficial ownership of 2,243,989.13 shares of MKS Inc. common stock.
• This holding represents 3.3% of the total outstanding common stock of MKS Inc.
• The filing is an amendment (Amendment No. 1) to a previous filing, with the event date requiring this statement being March 31, 2026.
• FMR LLC is classified as a holding company (HC) and Abigail P. Johnson is classified as an insider (IN).
• The filing also notes that other persons may have the right to receive or direct the sale of these securities, but no single other person holds more than five percent.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it is a routine disclosure of beneficial ownership by an institutional investor and does not contain operational or financial performance information about MKS Inc. itself.

Positives

• FMR LLC, a significant investment management entity, has taken a notable stake in MKS Inc., which could signal confidence in the company's future prospects.
• The filing indicates that FMR LLC has sole dispositive power over the 2,243,989.13 shares, suggesting a clear strategy for managing this investment.

Negatives

• The filing does not contain any negative financial results or operational challenges for MKS Inc. itself, as it pertains to FMR LLC's investment position.

Risks

• The filing does not explicitly detail risks associated with MKS Inc. However, as with any investment, market volatility and company-specific performance risks are inherent.
• The shareholder voting agreement among Johnson family members and other Series B shareholders of FMR LLC could influence voting outcomes related to MKS Inc. if FMR LLC were to exercise its voting power significantly.

Future Outlook

The filing itself is a disclosure of current ownership and does not contain forward-looking statements or guidance from MKS Inc. regarding its future performance. The outlook for MKS Inc. would be found in their own periodic filings.

Management Comments

• "This filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by FMR LLC, certain of its subsidiaries and affiliates, and other companies (collectively, the 'FMR Reporters')."
• "The Johnson family group and all other Series B shareholders have entered into a shareholders' voting agreement under which all Series B voting common shares will be voted in accordance with the majority vote of Series B voting common shares."
• "Accordingly, through their ownership of voting common shares and the execution of the shareholders' voting agreement, members of the Johnson family may be deemed, under the Investment Company Act of 1940, to form a controlling group with respect to FMR LLC."

Industry Context

StockSavvy.ai notes that this Schedule 13G filing by FMR LLC, a major institutional investor, indicates a significant passive investment in MKS Inc. Such filings often signal institutional interest and can influence market perception, though this specific filing does not suggest an active control or activist intent.

Stakeholder Impact

• Shareholders of MKS Inc.: The filing indicates a significant institutional investor's stake, which may be viewed positively by the market, potentially influencing share price and liquidity.
• FMR LLC Shareholders: The investment in MKS Inc. is part of FMR LLC's broader portfolio management, and its performance will contribute to the overall returns managed by FMR LLC.
• Johnson Family: The filing highlights the control structure of FMR LLC and the influence of the Johnson family through voting agreements.

Next Steps

• FMR LLC will continue to hold and manage its investment in MKS Inc. according to its investment strategies.
• MKS Inc. will continue its business operations and file its own periodic reports detailing its financial performance and strategic updates.

Key Dates

Keywords

MKS Inc., FMR LLC, Schedule 13G, Beneficial Ownership, Common Stock, Investment, SEC Filing, Securities Exchange Act, Abigail P. Johnson, Fidelity