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

Posted by Brian Himes on Oct 21st, 2026

Robeco Institutional Asset Management B.V. cut 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 Securities and Exchange Commission (SEC). The firm 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. owned 0.19% of KLA worth $491,131,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Cornerstone Planning Group LLC boosted its stake in KLA by 36.4% during the 1st quarter. Cornerstone Planning Group LLC now owns 60 shares of the semiconductor company’s stock valued at $88,000 after purchasing an additional 16 shares during the period. Allied Private Wealth LLC acquired a new stake in shares of KLA in the second quarter valued at approximately $27,000. McIlrath & Eck LLC increased its stake in shares of KLA by 6.8% in the first quarter. McIlrath & Eck LLC now owns 94 shares of the semiconductor company’s stock valued at $139,000 after purchasing an additional 6 shares during the period. Roble Belko & Company Inc raised its holdings in shares of KLA by 2,275.0% during the second quarter. Roble Belko & Company Inc now owns 95 shares of the semiconductor company’s stock valued at $29,000 after buying an additional 91 shares during the last quarter. Finally, Atomic Invest LLC raised its holdings in shares of KLA by 781.8% during the second quarter. Atomic Invest LLC now owns 97 shares of the semiconductor company’s stock valued at $27,000 after buying an additional 86 shares during the last quarter. 86.65% of the stock is currently owned by institutional investors.

Insider Transactions at KLA

In other news, EVP MaryBeth Wilkinson sold 13,802 shares of the business’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $195.50, for a total value of $2,698,291.00. Following the sale, the executive vice president owned 22,110 shares of the company’s stock, valued at approximately $4,322,505. The trade was a 38.43% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Richard Wallace sold 72,019 shares of the company’s stock in a transaction on Tuesday, September 15th. The shares were sold at an average price of $171.88, for a total value of $12,378,625.72. Following the completion of the sale, the chief executive officer owned 706,925 shares of the company’s stock, valued at approximately $121,506,269. This trade represents a 9.25% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 243,339 shares of company stock worth $46,903,454 over the last 90 days. 79.39% of the stock is currently owned by corporate insiders.

KLA Stock Down 2.8%

KLAC stock opened at $161.74 on Wednesday. KLA Corporation has a 52 week low of $107.20 and a 52 week high of $307.37. The company has a market capitalization of $211.07 billion, a price-to-earnings ratio of 44.11, a price-to-earnings-growth ratio of 1.47 and a beta of 1.45. The firm’s 50-day moving average is $185.35 and its two-hundred day moving average is $197.25. The company has a current ratio of 2.88, a quick ratio of 2.03 and a debt-to-equity ratio of 0.93.

KLA (NASDAQ:KLAC – Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The semiconductor company reported $1.05 EPS 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 analyst estimates of $3.61 billion. KLA had a net margin of 35.57% and a return on equity of 87.66%. The business’s revenue for the quarter was up 15.2% on a year-over-year basis. During the same quarter last year, the business earned $0.94 earnings per share. KLA has set its Q1 2027 guidance at 1.060-1.260 EPS. On average, analysts forecast that KLA Corporation will post 5.43 earnings per share for the current fiscal year.

KLA Increases Dividend

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

Analysts Set New Price Targets

KLAC has been the subject of a number of recent analyst reports. Bank of America increased their price objective on KLA from $210.00 to $317.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Susquehanna set a $215.00 target price on KLA and gave the company a “neutral” rating in a research note on Wednesday, July 29th. Jefferies Financial Group reaffirmed a “buy” rating and set a $210.00 target price (up from $200.00) on shares of KLA in a research note on Wednesday, July 29th. Wells Fargo & Company set a $245.00 price target on KLA and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $325.00 price target on shares of KLA in a research note on Wednesday, July 29th. Nineteen analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $221.26.

Read Our Latest Research Report on KLAC

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.

The company’s product portfolio includes wafer and reticle inspection systems, metrology and measurement tools, defect review and classification systems, and software for analyzing manufacturing data.