Photronics Inc (PLAB) — Institutional Investor Activity (Q2 2026)

PLAB ranks #1960 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

321 institutions disclose a position in PLAB, but none treat it as a major bet — even Kestrel Investment Management CORP, its most concentrated holder, allocates just 3.5% of its own portfolio to it.

California State Teachers Retirement System has added to its PLAB position for two straight quarters, increasing it by $63.2M to reach $65.0M today.

Morgan Stanley has trimmed its PLAB position for two straight quarters, cutting it by $12.0M while still holding $33.0M.

PLAB is up 2% today, and institutions have been net buyers of $201.1M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

PLAB posted net income of $159.1M over the trailing twelve months, and currently trades at a P/E of 10.5.

• Profitable — net income of $159.1M over the trailing twelve months
• Revenue declined 0.2% year over year
• Net income improved year over year, from $147.4M to $159.1M
• Generated $247.8M in positive operating cash flow
• Current ratio of 5.37x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.18x equity — within a conventional range