Robeco Institutional Asset Management B.V. Sells 161,388 Shares of KLA Corporation $KLAC

21 Oct 2026, 10:10 by Danessa Lincoln · The Markets Daily

Robeco Institutional Asset Management B.V. lowered its stake in KLA Corporation (NASDAQ:KLAC – Free Report) by 6.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,519,524 shares of the semiconductor company’s stock after selling 161,388 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in KLA were worth $491,131,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Diversify Advisory Services LLC raised its position in shares of KLA by 1.6% during the third quarter. Diversify Advisory Services LLC now owns 50,178 shares of the semiconductor company’s stock worth $9,781,000 after purchasing an additional 781 shares during the period. Louisbourg Investments Inc. lifted its holdings in shares of KLA by 145.7% during the third quarter. Louisbourg Investments Inc. now owns 4,471 shares of the semiconductor company’s stock valued at $872,000 after purchasing an additional 2,651 shares during the last quarter. DUTCH ASSET Corp lifted its holdings in shares of KLA by 7.3% during the third quarter. DUTCH ASSET Corp now owns 3,463 shares of the semiconductor company’s stock valued at $675,000 after purchasing an additional 237 shares during the last quarter. Eagle Wealth Advisors LLC boosted its position in shares of KLA by 1.7% in the 3rd quarter. Eagle Wealth Advisors LLC now owns 4,836 shares of the semiconductor company’s stock valued at $943,000 after purchasing an additional 79 shares during the period. Finally, Sumitomo Mitsui DS Asset Management Company Ltd boosted its position in shares of KLA by 7.7% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 275,745 shares of the semiconductor company’s stock valued at $53,751,000 after purchasing an additional 19,700 shares during the period. Institutional investors and hedge funds own 86.65% of the company’s stock.

KLA Stock Performance

Shares of KLA stock opened at $161.74 on Wednesday. The stock has a market cap of $211.07 billion, a PE ratio of 44.11, a price-to-earnings-growth ratio of 1.47 and a beta of 1.45. The business has a fifty day simple moving average of $185.35 and a 200-day simple moving average of $197.25. The company has a quick ratio of 2.03, a current ratio of 2.88 and a debt-to-equity ratio of 0.93. KLA Corporation has a 12 month low of $107.20 and a 12 month high of $307.37.

KLA (NASDAQ:KLAC – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The semiconductor company reported $1.05 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.05. The business had revenue of $3.66 billion for the quarter, compared to the consensus estimate of $3.61 billion. KLA had a return on equity of 87.66% and a net margin of 35.57%. KLA’s revenue for the quarter was up 15.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.94 earnings per share. KLA has set its Q1 2027 guidance at 1.060-1.260 EPS. On average, sell-side analysts anticipate that KLA Corporation will post 5.43 EPS for the current fiscal year.

KLA Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Shareholders of record on Monday, August 17th were given a dividend of $0.23 per share. This represents a $0.92 dividend on an annualized basis and a yield of 0.6%. The ex-dividend date was Monday, August 17th. This is a boost from KLA’s previous quarterly dividend of $0.23. KLA’s dividend payout ratio is 25.07%.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on KLAC shares. TD Cowen reissued a “buy” rating and issued a $260.00 price target (up from $200.00) on shares of KLA in a research note on Thursday, July 9th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $195.00 price objective (down from $220.00) on shares of KLA in a research note on Wednesday, July 29th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $325.00 target price on shares of KLA in a report on Wednesday, July 29th. Stifel Nicolaus set a $250.00 target price on shares of KLA and gave the stock a “buy” rating in a report on Wednesday, July 29th. Finally, Oppenheimer restated an “outperform” rating and set a $260.00 price target (up from $200.00) on shares of KLA in a report on Thursday, July 16th. Nineteen analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $221.26.

Read Our Latest Research Report on KLAC

Insiders Place Their Bets

In other KLA news, CEO Richard Wallace sold 72,019 shares of KLA stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $171.88, for a total transaction of $12,378,625.72. Following the transaction, the chief executive officer owned 706,925 shares of the company’s stock, valued at $121,506,269. The trade was a 9.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP MaryBeth Wilkinson sold 13,802 shares of KLA stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $195.50, for a total value of $2,698,291.00. Following the transaction, the executive vice president directly owned 22,110 shares in the company, valued at approximately $4,322,505. This trade represents a 38.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 243,339 shares of company stock valued at $46,903,454. 79.39% of the stock is owned by insiders.

KLA Profile

(Free Report)

KLA Corporation (NASDAQ: KLAC) develops process control, inspection and yield management solutions for the semiconductor and other advanced manufacturing industries. Its technologies help manufacturers identify defects, measure critical dimensions and monitor production processes to improve quality, reliability and manufacturing efficiency.