Achmea Investment Management B.V. Purchases 6,109 Shares of KLA Corporation $KLAC

Achmea Investment Management B.V. boosted its stake in KLA Corporation (NASDAQ:KLAC) by 6.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 104,507 shares of the semiconductor company’s stock after buying an additional 6,109 shares during the period. KLA makes up approximately 1.4% of Achmea Investment Management B.V.’s portfolio, making the stock its 9th biggest position. Achmea Investment Management B.V. owned about 0.08% of KLA worth $112,721,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently bought and sold shares of the stock. Westpac Banking Corp raised its holdings in shares of KLA by 11.2% in the 3rd quarter. Westpac Banking Corp now owns 9,276 shares of the semiconductor company’s stock valued at $10,005,000 after purchasing an additional 932 shares in the last quarter. Dorsey Wright & Associates acquired a new position in shares of KLA during the second quarter worth $292,000. BLI Banque de Luxembourg Investments grew its stake in shares of KLA by 631.6% during the second quarter. BLI Banque de Luxembourg Investments now owns 15,290 shares of the semiconductor company’s stock worth $13,603,000 after purchasing an additional 13,200 shares in the last quarter. Oak Associates Ltd. OH increased its holdings in KLA by 1.7% in the second quarter. Oak Associates Ltd. OH now owns 90,116 shares of the semiconductor company’s stock valued at $80,721,000 after buying an additional 1,504 shares during the last quarter. Finally, Close Asset Management Ltd acquired a new stake in KLA in the third quarter valued at $133,209,000. Hedge funds and other institutional investors own 86.65% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on KLAC. Sanford C. Bernstein set a $1,835.00 target price on KLA and gave the company an “outperform” rating in a report on Friday. Needham & Company LLC reiterated a “buy” rating and set a $1,800.00 price target on shares of KLA in a research report on Monday. Deutsche Bank Aktiengesellschaft set a $1,630.00 price objective on shares of KLA in a research note on Friday, January 30th. Cantor Fitzgerald reissued an “overweight” rating on shares of KLA in a research report on Friday. Finally, Bank of America boosted their price target on KLA from $1,450.00 to $1,650.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, KLA has an average rating of “Moderate Buy” and a consensus target price of $1,602.29.

KLA News Summary

Here are the key news stories impacting KLA this week:

• Positive Sentiment: Needham & Company reiterated a “buy” and set a $1,800 price target, supporting upside expectations and giving investors conviction on the growth outlook. Needham Reaffirms Buy, $1,800 PT
• Positive Sentiment: An independent report notes a price-target increase to $1,900, signaling continued analyst confidence in KLAC’s long-term position in semiconductor equipment. KLA (NASDAQ:KLAC) Price Target Raised to $1,900.00
• Positive Sentiment: Coverage of the stock shows it outperformed the market recently, reflecting momentum traders and positive flows into semiconductor equipment names. KLA (KLAC) Beats Stock Market Upswing: What Investors Need to Know
• Neutral Sentiment: Analysts and outlets highlight expanding wafer-fab equipment spending driven by AI chip demand — a clear revenue tailwind for KLA — but also note rising costs, supply constraints and tougher competition that could pressure near-term margins. Expanding Wafer Fab Equipment Spending Aids KLAC: What’s Ahead?
• Neutral Sentiment: Independent analysis reaches similar conclusions on demand drivers versus execution risks (duplicate coverage from Zacks/other outlets reinforcing the same thesis). Expanding Wafer Fab Equipment Spending Aids KLAC: What’s Ahead? (Zacks)
• Neutral Sentiment: Broader market context (Fed decision, commodities, other chip earnings like Micron) could amplify intraday moves in KLAC but represents macro risk rather than company-specific news. Dow Jones Futures Rise As Oil Prices Fall; Fed Decision, Micron Earnings Loom
• Negative Sentiment: Jefferies trimmed its price target to $1,700, a signal that some analysts see less near-term upside or greater execution/market risks, which can cap rallies or trigger profit-taking. Jefferies Financial Group Cuts KLA (NASDAQ:KLAC) Price Target to $1,700.00
• Neutral Sentiment: Press coverage noting a generic “rating update from a top analyst” appeared but did not provide a clear directional change in public headlines; watch for details in that analyst note for any future impact. KLA (KLAC) Receives a Rating Update from a Top Analyst

KLA Stock Up 3.0%

NASDAQ:KLAC opened at $1,481.35 on Wednesday. The business’s fifty day moving average price is $1,467.85 and its 200 day moving average price is $1,251.34. The firm has a market capitalization of $194.18 billion, a price-to-earnings ratio of 43.10, a PEG ratio of 2.71 and a beta of 1.45. The company has a current ratio of 2.83, a quick ratio of 2.00 and a debt-to-equity ratio of 1.08. KLA Corporation has a 1-year low of $551.33 and a 1-year high of $1,693.35.

KLA (NASDAQ:KLAC) last announced its quarterly earnings results on Thursday, January 29th. The semiconductor company reported $8.85 EPS for the quarter, beating the consensus estimate of $8.75 by $0.10. KLA had a return on equity of 98.18% and a net margin of 35.76%.The business had revenue of $3.30 billion during the quarter, compared to analysts’ expectations of $3.25 billion. During the same quarter in the previous year, the business posted $8.20 EPS. The firm’s quarterly revenue was up 7.1% compared to the same quarter last year. On average, sell-side analysts forecast that KLA Corporation will post 31.59 earnings per share for the current fiscal year.

KLA announced that its board has authorized a share repurchase plan on Thursday, March 12th that authorizes the company to buyback $7.00 billion in outstanding shares. This buyback authorization authorizes the semiconductor company to purchase up to 3.7% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its shares are undervalued.

KLA Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th were given a $1.90 dividend. This represents a $7.60 annualized dividend and a yield of 0.5%. The ex-dividend date was Tuesday, February 17th. KLA’s dividend payout ratio (DPR) is currently 22.11%.

KLA Profile

KLA is a provider of process control and yield management solutions for the semiconductor and related microelectronics industries. The company designs and manufactures equipment, software and services used by chipmakers to analyze and control manufacturing processes, detect defects, measure critical dimensions and improve yield across wafer fabrication, photomask and packaging operations. KLA’s offerings are aimed at enabling production of advanced logic, memory, and specialty devices at progressively smaller technology nodes and more complex package structures.

Its product portfolio includes optical and e-beam inspection systems, metrology tools for critical dimension and film measurement, mask and reticle inspection platforms, as well as enterprise software and data analytics that aggregate process data and drive automated process control.