MKSI MKS INC

NEUTRAL Impact: 4/10 DEFA14A
Horizon immediate Filed Mar 31, 2026 Processed 2mo ago SEC 0001193125-26-133389
Proxy solicitation materials
Latest settled — T+20d
MKSI ▲ +16.55% at T+20d
NEUTRAL call ✓ call won +16.55% · α vs SPY +7.13% · entry $229.75 → $267.78
Next anchor: T+60d in 16d
Last close $312.09 (close Jun 8) · +35.84% from $229.75 entry
Entry anchored
Mar 30, 03:59 PM ET
via Databento tick
T+1d
+2.13%
call +2.13% · α +1.39%
$234.65
settled 2mo ago
T+5d
+10.84%
call +10.84% · α +6.90%
$254.66
settled 2mo ago
T+20d
+16.55%
call +16.55% · α +7.13%
$267.78
settled 6w ago
T+60d
call — · α —
in 16d

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Executive Summary

MKS Inc. has filed a definitive proxy statement for its 2026 annual meeting, where shareholders will vote on key governance matters including the election of three directors, approval of an amended stock incentive plan, ratification of auditors, and a shareholder proposal to lower the threshold for calling special meetings.

Actionable Insight

Monitor the outcome of the shareholder vote on the stock incentive plan and executive compensation, as these could influence future equity dilution and management alignment with shareholder interests. The vote on lowering the special meeting threshold could impact shareholder activism potential.

Key Facts

  • Annual meeting scheduled for May 11, 2026, for shareholders of record as of March 3, 2026
  • Three director nominees: Peter J. Cannone III, Joseph B. Donahue, and Wissam G. Jabre
  • Board recommends approval of the Amended and Restated 2022 Stock Incentive Plan
  • Board recommends approval of advisory vote on executive compensation
  • Board recommends ratification of PricewaterhouseCoopers LLP as independent auditor
  • Board recommends approval of reducing special meeting threshold from 40% to 25%, while opposing a shareholder proposal to reduce it to 10%

Financial Impact

No direct financial impact from this proxy filing, as it primarily covers governance matters

governanceexecutive compensationshareholder rights

Risk Factors

  • Potential for shareholder dissent on executive compensation or stock incentive plan
  • Possible governance changes if shareholder proposals gain traction

Market Snapshot

Exchange
Nasdaq
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Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001193125-26-133389
Document: 0001193125-26-133389-index-headers.html0001193125-26-133389
Document: 0001193125-26-133389-index.html0001193125-26-133389
Document: 0001193125-26-133389.txt0001193125-26-133389
18 reports for MKSI
Performance horizon

Track record builds as more directional reports settle.

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Reports for MKSI — sortable, filterable
Type Now
Jun 8, 2026
1d ago
Insider Cluster
NEUTRAL ★ 2/10
$318.94 awaiting T+1awaiting T+1$312.09 (−2.15%)
Jun 2, 2026
7d ago
Insider Cluster
NEUTRAL ★ 3/10
$329.66 $334.97▲ +1.61%▲ +2.33%$312.09 (−5.33%)
Jun 2, 2026
7d ago
Insider Cluster
NEUTRAL ★ 4/10
$329.66 $334.97▲ +1.61%▲ +2.33%$312.09 (−5.33%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$323.41 $322.60▼ −0.25%▼ −0.49%$312.09 (−3.50%)
May 28, 2026
12d ago
Insider Cluster
NEUTRAL ★ 3/10
$323.41 $322.60▼ −0.25%▼ −0.49%$312.09 (−3.50%)
May 26, 2026
14d ago
Insider Cluster
NEUTRAL ★ 3/10
$332.43 $326.37▼ −1.82%▼ −1.84%$312.09 (−6.12%)
May 26, 2026
14d ago
Insider Cluster
NEUTRAL ★ 3/10
$332.43 $326.37▼ −1.82%▼ −1.84%$312.09 (−6.12%)
May 19, 2026
21d ago
Insider Cluster
NEUTRAL ★ 3/10
$293.92 $311.24▲ +5.89%▲ +4.85%$312.09 (+6.18%)
May 15, 2026
25d ago
Insider Cluster
NEUTRAL ★ 3/10
$302.72 $295.27▼ −2.46%▼ −2.40%$312.09 (+3.09%)
May 11, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$318.37 $311.57▼ −2.14%▼ −2.00%$312.09 (−1.97%)
Showing 10 of 18

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