KLA Corporation $KLAC is Railway Pension Investments Ltd’s 6th Largest Position

Posted by Geri Gentry on Sep 1st, 2026

Railway Pension Investments Ltd grew its position in shares of KLA Corporation (NASDAQ:KLAC – Free Report) by 960.4% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 926,652 shares of the semiconductor company’s stock after acquiring an additional 839,265 shares during the quarter. KLA makes up 3.5% of Railway Pension Investments Ltd’s holdings, making the stock its 6th largest holding. Railway Pension Investments Ltd’s holdings in KLA were worth $279,580,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of KLAC. McIlrath & Eck LLC increased its position in KLA by 6.8% during the first quarter. McIlrath & Eck LLC now owns 94 shares of the semiconductor company’s stock valued at $139,000 after acquiring an additional 6 shares during the last quarter. Motco lifted its holdings in KLA by 1.8% in the fourth quarter. Motco now owns 405 shares of the semiconductor company’s stock valued at $492,000 after acquiring an additional 7 shares during the period. Nemes Rush Group LLC boosted its position in KLA by 17.1% in the fourth quarter. Nemes Rush Group LLC now owns 48 shares of the semiconductor company’s stock worth $58,000 after purchasing an additional 7 shares during the last quarter. SouthState Bank Corp boosted its position in KLA by 6.7% in the fourth quarter. SouthState Bank Corp now owns 111 shares of the semiconductor company’s stock worth $135,000 after purchasing an additional 7 shares during the last quarter. Finally, Root Financial Partners LLC grew its stake in shares of KLA by 1.3% during the 4th quarter. Root Financial Partners LLC now owns 796 shares of the semiconductor company’s stock valued at $967,000 after purchasing an additional 10 shares during the period. 86.65% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently commented on KLAC shares. Wells Fargo & Company set a $245.00 price target on shares of KLA and gave the company an “overweight” rating in a research report on Wednesday, July 29th. Scotiabank set a $200.00 target price on shares of KLA in a research report on Wednesday, June 10th. Citic Securities upped their target price on shares of KLA from $135.00 to $197.00 in a report on Wednesday, May 6th. Weiss Ratings reiterated a “buy (b-)” rating on shares of KLA in a research report on Friday, July 31st. Finally, UBS Group set a $240.00 price target on shares of KLA and gave the stock a “neutral” rating in a research note on Monday, July 20th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $223.70.

View Our Latest Research Report on KLA

Insider Activity at KLA

In other KLA news, CAO Virendra A. Kirloskar sold 4,504 shares of the firm’s stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $195.50, for a total transaction of $880,532.00. Following the sale, the chief accounting officer directly owned 7,972 shares of the company’s stock, valued at $1,558,526. This trade represents a 36.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Brian Lorig sold 59,586 shares of the business’s stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $208.13, for a total value of $12,401,634.18. Following the completion of the transaction, the executive vice president owned 77,681 shares in the company, valued at $16,167,746.53. The trade was a 43.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 258,533 shares of company stock worth $55,977,470 in the last 90 days. Company insiders own 91.48% of the company’s stock.

KLA Trading Down 0.1%

KLA stock opened at $175.45 on Tuesday. KLA Corporation has a 12-month low of $83.22 and a 12-month high of $307.37. The firm has a market capitalization of $229.23 billion, a price-to-earnings ratio of 47.85, a P/E/G ratio of 1.35 and a beta of 1.45. The firm has a 50 day moving average of $211.31 and a 200 day moving average of $188.11. 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 issued its quarterly earnings results on Tuesday, July 28th. The semiconductor company reported $1.05 earnings per share for the quarter, beating the consensus estimate 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 net margin of 35.57% and a return on equity of 87.66%. The company’s revenue for the quarter was up 15.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.94 earnings per share. KLA has set its Q1 2027 guidance at 1.060-1.260 EPS. As a group, research analysts predict that KLA Corporation will post 5.42 earnings per share for the current year.

KLA Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Monday, August 17th will be paid a dividend of $0.23 per share. This is a positive change from KLA’s previous quarterly dividend of $0.23. The ex-dividend date is Monday, August 17th. This represents a $0.92 dividend on an annualized basis and a dividend yield of 0.5%. KLA’s dividend payout ratio is presently 25.07%.

KLA Company Profile

(Free Report)

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.