Allianz Asset Management GmbH Sells 21,300 Shares of Silicon Laboratories, Inc. $SLAB

Allianz Asset Management GmbH trimmed its stake in shares of Silicon Laboratories, Inc. (NASDAQ:SLAB) by 12.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 146,535 shares of the semiconductor company’s stock after selling 21,300 shares during the quarter. Allianz Asset Management GmbH owned approximately 0.45% of Silicon Laboratories worth $19,215,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. UMB Bank n.a. increased its holdings in shares of Silicon Laboratories by 43.9% during the third quarter. UMB Bank n.a. now owns 282 shares of the semiconductor company’s stock worth $37,000 after buying an additional 86 shares in the last quarter. Thrivent Financial for Lutherans increased its holdings in Silicon Laboratories by 109.4% in the 3rd quarter. Thrivent Financial for Lutherans now owns 113,337 shares of the semiconductor company’s stock worth $14,862,000 after purchasing an additional 59,207 shares in the last quarter. AlphaQuest LLC acquired a new position in Silicon Laboratories in the 3rd quarter worth about $242,000. Arizona State Retirement System raised its position in Silicon Laboratories by 1.6% in the third quarter. Arizona State Retirement System now owns 9,627 shares of the semiconductor company’s stock valued at $1,262,000 after purchasing an additional 153 shares during the last quarter. Finally, New York State Common Retirement Fund boosted its stake in shares of Silicon Laboratories by 7.7% during the third quarter. New York State Common Retirement Fund now owns 11,216 shares of the semiconductor company’s stock valued at $1,471,000 after purchasing an additional 800 shares in the last quarter.

Silicon Laboratories Stock Up 0.6%

Shares of NASDAQ SLAB opened at $206.50 on Friday. The company has a market capitalization of $6.78 billion, a PE ratio of -103.77 and a beta of 1.56. Silicon Laboratories, Inc. has a twelve month low of $82.82 and a twelve month high of $208.84. The firm has a fifty day simple moving average of $144.06 and a 200 day simple moving average of $136.00.

Silicon Laboratories (NASDAQ:SLAB) last issued its quarterly earnings results on Wednesday, February 4th. The semiconductor company reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.54 by $0.02. Silicon Laboratories had a negative return on equity of 4.09% and a negative net margin of 8.27%.The firm had revenue of $208.21 million during the quarter, compared to the consensus estimate of $207.63 million. During the same period last year, the business posted ($0.11) EPS. The business’s revenue was up 25.3% compared to the same quarter last year. As a group, equities analysts expect that Silicon Laboratories, Inc. will post -0.97 earnings per share for the current fiscal year.

Key Silicon Laboratories News

Here are the key news stories impacting Silicon Laboratories this week:

• Positive Sentiment: Deal premium from Texas Instruments: TI agreed to acquire Silicon Labs in an all‑cash transaction valuing SLAB at about $7.5 billion, at $231.00 per share — a material takeover premium that is the primary driver lifting SLAB shares. Silicon Labs Signs $7.5B TI Acquisition Deal
• Positive Sentiment: Price‑target convergence: Citigroup raised its SLAB target to $231 (neutral rating), effectively matching TI’s offer price and reinforcing the deal valuation in the market. Citigroup raises price target on Silicon Labs to $231
• Neutral Sentiment: Analyst model updates and guidance: KeyCorp issued updated quarterly and FY2026 EPS forecasts (mixed near‑term quarters but a positive FY2026 view), while RBC bumped its target to $205 with a “sector perform” rating — these keep analyst coverage active but are secondary to the takeover news. KeyCorp research on SLAB RBC raises price target
• Neutral Sentiment: Commentary and deal rationale: Several articles and analyst notes contextualize the transaction (strategic fit for TI’s fabs and AI/power markets). These shape longer‑term expectations but have less immediate price impact than the takeover premium. MarketBeat: Texas Instruments executes a $7.5B deal and strategy pivot
• Negative Sentiment: Financing/credit risk on acquirer: Moody’s changed TI’s outlook to negative citing the deal, which raises execution and timing risk for the transaction — a potential headwind if the acquirer’s credit profile is pressured. Moody’s changes TI outlook to negative over SLAB deal
• Negative Sentiment: Market skepticism / legal & options activity: Brokers (Needham, KeyBanc, Benchmark and others) issued downgrades or hold ratings and there was unusual volume in put options; additionally, Halper Sadeh LLC is soliciting SLAB shareholders — signals of investor caution and potential litigation/activism that could pressure shares or affect deal dynamics. Needham downgrade Put option activity Halper Sadeh solicitation

Analyst Ratings Changes

A number of brokerages recently issued reports on SLAB. Benchmark lowered shares of Silicon Laboratories from a “buy” rating to a “hold” rating in a report on Wednesday. Royal Bank Of Canada raised their price target on shares of Silicon Laboratories from $160.00 to $205.00 and gave the company a “sector perform” rating in a research note on Thursday. Needham & Company LLC cut shares of Silicon Laboratories from a “buy” rating to a “hold” rating in a research note on Wednesday. Citigroup increased their price objective on Silicon Laboratories from $135.00 to $231.00 and gave the company a “neutral” rating in a report on Friday. Finally, KeyCorp downgraded Silicon Laboratories from an “overweight” rating to a “hold” rating in a report on Wednesday. One analyst has rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Silicon Laboratories has a consensus rating of “Hold” and an average price target of $167.78.

Insider Buying and Selling

In other news, Director Nina Richardson sold 1,355 shares of Silicon Laboratories stock in a transaction on Tuesday, January 13th. The shares were sold at an average price of $149.00, for a total value of $201,895.00. Following the completion of the sale, the director owned 8,543 shares in the company, valued at $1,272,907. The trade was a 13.69% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Brandon Tolany sold 1,954 shares of the stock in a transaction on Friday, December 5th. The stock was sold at an average price of $141.49, for a total transaction of $276,471.46. Following the transaction, the senior vice president directly owned 62,381 shares in the company, valued at approximately $8,826,287.69. This represents a 3.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 7,555 shares of company stock valued at $1,073,528. 1.60% of the stock is currently owned by corporate insiders.

Silicon Laboratories Profile

Silicon Laboratories (NASDAQ:SLAB) is a global semiconductor company that develops high-performance analog and mixed-signal integrated circuits, wireless system-on-chips (SoCs), microcontrollers, and radio frequency (RF) solutions. Its product portfolio is tailored to support the Internet of Things (IoT), infrastructure, industrial automation, consumer electronics, automotive, and energy markets. By combining silicon, software, and tools, Silicon Labs aims to accelerate development cycles and deliver low-power, highly integrated solutions that address demanding application requirements.

Founded in 1996 and headquartered in Austin, Texas, Silicon Labs has grown into a multinational organization with engineering and sales operations across North America, Europe, and Asia.