KLA Corporation $KLAC Holdings Decreased by TD Private Client Wealth LLC

TD Private Client Wealth LLC lowered its stake in KLA Corporation (NASDAQ:KLAC) by 15.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 3,397 shares of the semiconductor company’s stock after selling 639 shares during the quarter. TD Private Client Wealth LLC’s holdings in KLA were worth $3,664,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Bessemer Group Inc. raised its position in shares of KLA by 1.1% during the 2nd quarter. Bessemer Group Inc. now owns 188,735 shares of the semiconductor company’s stock worth $169,056,000 after buying an additional 2,117 shares in the last quarter. Winslow Capital Management LLC bought a new position in shares of KLA in the second quarter valued at approximately $95,217,000. Achmea Investment Management B.V. boosted its holdings in shares of KLA by 14.9% in the second quarter. Achmea Investment Management B.V. now owns 98,398 shares of the semiconductor company’s stock valued at $88,139,000 after acquiring an additional 12,729 shares in the last quarter. Loomis Sayles & Co. L P increased its stake in shares of KLA by 5,697.9% during the second quarter. Loomis Sayles & Co. L P now owns 97,231 shares of the semiconductor company’s stock valued at $87,094,000 after acquiring an additional 95,554 shares during the period. Finally, Oak Associates Ltd. OH raised its holdings in KLA by 1.7% during the second quarter. Oak Associates Ltd. OH now owns 90,116 shares of the semiconductor company’s stock worth $80,721,000 after purchasing an additional 1,504 shares in the last quarter. Institutional investors own 86.65% of the company’s stock.

KLA Trading Up 1.0%

Shares of NASDAQ KLAC opened at $1,441.82 on Wednesday. The company has a quick ratio of 1.88, a current ratio of 2.69 and a debt-to-equity ratio of 1.18. KLA Corporation has a 12 month low of $551.33 and a 12 month high of $1,469.86. The company has a market cap of $189.44 billion, a price-to-earnings ratio of 45.27, a P/E/G ratio of 3.80 and a beta of 1.45. The business has a fifty day simple moving average of $1,228.12 and a 200-day simple moving average of $1,070.93.

KLA (NASDAQ:KLAC) last posted its quarterly earnings data on Wednesday, October 29th. The semiconductor company reported $8.81 earnings per share (EPS) for the quarter, topping the consensus estimate of $8.47 by $0.34. KLA had a return on equity of 107.26% and a net margin of 33.83%.The firm had revenue of $3.21 billion for the quarter, compared to the consensus estimate of $3.17 billion. During the same quarter in the previous year, the company earned $7.33 EPS. The business’s revenue for the quarter was up 13.0% compared to the same quarter last year. KLA has set its Q2 2026 guidance at 7.920-9.480 EPS. Sell-side analysts predict that KLA Corporation will post 31.59 EPS for the current year.

KLA Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 2nd. Investors of record on Monday, November 17th were given a $1.90 dividend. This represents a $7.60 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Monday, November 17th. KLA’s dividend payout ratio is 23.86%.

Insider Buying and Selling

In other news, CFO Bren D. Higgins sold 2,254 shares of the firm’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $1,237.01, for a total value of $2,788,220.54. Following the completion of the sale, the chief financial officer owned 32,154 shares of the company’s stock, valued at $39,774,819.54. This trade represents a 6.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Richard P. Wallace sold 10,803 shares of KLA stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $1,203.10, for a total value of $12,997,089.30. Following the transaction, the chief executive officer owned 81,211 shares in the company, valued at $97,704,954.10. This represents a 11.74% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 91.48% of the company’s stock.

Trending Headlines about KLA

Here are the key news stories impacting KLA this week:

• Positive Sentiment: TD Cowen upgraded KLAC from “hold” to “buy” and raised its price target to $1,800, signaling strong analyst conviction for further upside; this upgrade is a near-term catalyst behind the share strength. KLA Corp. rises on back of TD Cowen upgrade
• Positive Sentiment: Bank of America raised its price target on KLAC to $1,650 and retained a “buy” rating, reinforcing the analyst-driven momentum and contributing to investor confidence. Bank of America raises KLAC price target
• Positive Sentiment: Market write-ups (e.g., Zacks) note KLAC’s recent outperformance versus the market — a reminder that the company beat recent quarterly EPS estimates and set upbeat guidance, which underpins analyst upgrades and investor interest. KLA (KLAC) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Reported short-interest data in the recent feed appears inconsistent (shows a large increase but lists zero shares and NaN changes) — likely a reporting/data glitch; current figures do not provide a clear bearish signal.
• Neutral Sentiment: Some items in the news stream were about Klarna (KLAR), not KLA, and are unrelated to KLA’s stock drivers — ignore those when assessing KLA-specific momentum. Klarna CEO Calls Credit Card Industry an ‘Extraction Machine’

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. Needham & Company LLC increased their price target on KLA from $1,100.00 to $1,350.00 and gave the company a “buy” rating in a research note on Thursday, October 30th. New Street Research upped their price objective on KLA from $980.00 to $1,230.00 and gave the company a “neutral” rating in a report on Friday, October 31st. Susquehanna reaffirmed a “neutral” rating and set a $1,500.00 target price on shares of KLA in a report on Monday. The Goldman Sachs Group boosted their price target on shares of KLA from $1,120.00 to $1,280.00 and gave the stock a “neutral” rating in a research report on Thursday, October 30th. Finally, Bank of America upped their price target on shares of KLA from $1,450.00 to $1,650.00 and gave the company a “buy” rating in a report on Tuesday. Sixteen equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,351.44.

About KLA

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.