Jacobs Levy Equity Management Inc. Has $3.47 Million Holdings in Silicon Laboratories, Inc. $SLAB

Key Points

• Jacobs Levy Equity Management Inc. sold 25,943 shares of Silicon Laboratories, representing a 45.7% reduction in their holdings, leaving them with approximately 30,806 shares worth about $3.47 million.
• Other institutional investors have recently adjusted their stakes, with Ameriprise Financial increasing holdings by 9.9%, and Deutsche Bank AG raising its stake by 37.9% during the fourth quarter.
• Silicon Laboratories reported a quarterly earnings per share of $0.11, exceeding analyst estimates, while forecasting future EPS guidance between 0.200 and 0.400 for Q3 2025.

Jacobs Levy Equity Management Inc. trimmed its position in Silicon Laboratories, Inc. (NASDAQ:SLAB - Free Report) by 45.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 30,806 shares of the semiconductor company's stock after selling 25,943 shares during the period. Jacobs Levy Equity Management Inc. owned approximately 0.09% of Silicon Laboratories worth $3,468,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the company. Ameriprise Financial Inc. raised its holdings in Silicon Laboratories by 9.9% during the 4th quarter. Ameriprise Financial Inc. now owns 37,992 shares of the semiconductor company's stock worth $4,719,000 after buying an additional 3,436 shares during the period. Captrust Financial Advisors raised its holdings in Silicon Laboratories by 25.1% during the 4th quarter. Captrust Financial Advisors now owns 5,416 shares of the semiconductor company's stock worth $673,000 after buying an additional 1,086 shares during the period. Cetera Investment Advisers raised its holdings in Silicon Laboratories by 14.2% during the 4th quarter. Cetera Investment Advisers now owns 2,917 shares of the semiconductor company's stock worth $362,000 after buying an additional 362 shares during the period. Deutsche Bank AG raised its holdings in Silicon Laboratories by 37.9% during the 4th quarter. Deutsche Bank AG now owns 51,816 shares of the semiconductor company's stock worth $6,437,000 after buying an additional 14,228 shares during the period. Finally, Jefferies Financial Group Inc. acquired a new stake in Silicon Laboratories during the 4th quarter worth approximately $1,303,000.

Insider Buying and Selling at Silicon Laboratories

In other news, SVP Brandon Tolany sold 1,800 shares of the business's stock in a transaction dated Friday, August 29th. The stock was sold at an average price of $133.57, for a total transaction of $240,426.00. Following the sale, the senior vice president directly owned 62,328 shares in the company, valued at approximately $8,325,150.96. The trade was a 2.81% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders sold 12,070 shares of company stock worth $1,703,472 in the last quarter. Insiders own 1.60% of the company's stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on SLAB. Susquehanna raised their price target on shares of Silicon Laboratories from $110.00 to $150.00 and gave the stock a "neutral" rating in a research note on Tuesday, July 22nd. Benchmark reissued a "buy" rating and issued a $160.00 target price on shares of Silicon Laboratories in a research note on Tuesday, May 27th. Stifel Nicolaus raised their target price on shares of Silicon Laboratories from $144.00 to $160.00 and gave the company a "buy" rating in a research note on Friday, July 18th. Barclays raised their target price on shares of Silicon Laboratories from $100.00 to $130.00 and gave the company an "equal weight" rating in a research note on Tuesday, August 5th. Finally, KeyCorp raised their target price on shares of Silicon Laboratories from $160.00 to $180.00 and gave the company an "overweight" rating in a research note on Tuesday, July 8th. Five investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, Silicon Laboratories presently has an average rating of "Moderate Buy" and an average target price of $151.13.

Silicon Laboratories Trading Up 1.4%

NASDAQ SLAB traded up $1.89 during trading on Monday, hitting $135.67. 9,912 shares of the company's stock were exchanged, compared to its average volume of 391,787. The company has a market cap of $4.45 billion, a PE ratio of -42.05 and a beta of 1.52. The stock's 50 day moving average price is $135.76 and its two-hundred day moving average price is $126.24. Silicon Laboratories, Inc. has a fifty-two week low of $82.82 and a fifty-two week high of $160.00.

Silicon Laboratories (NASDAQ:SLAB - Get Free Report) last released its quarterly earnings results on Tuesday, August 5th. The semiconductor company reported $0.11 earnings per share for the quarter, topping the consensus estimate of $0.09 by $0.02. The company had revenue of $192.85 million for the quarter, compared to analysts' expectations of $192.57 million. Silicon Laboratories had a negative return on equity of 7.21% and a negative net margin of 14.88%.The business's quarterly revenue was up 32.6% compared to the same quarter last year. During the same period in the previous year, the business posted ($0.56) earnings per share. Silicon Laboratories has set its Q3 2025 guidance at 0.200-0.400 EPS. Analysts forecast that Silicon Laboratories, Inc. will post -0.97 earnings per share for the current fiscal year.

About Silicon Laboratories

Silicon Laboratories Inc, a fabless semiconductor company, provides various analog-intensive mixed-signal solutions in the United States, China, Taiwan, and internationally. The company's products include wireless microcontrollers and sensor products. Its products are used in various electronic products in a range of applications for the industrial Internet of Things (IoT), including industrial automation and control, smart buildings, access control, HVAC control, and industrial wearables and power tools; smart cities applications, such as smart metering, smart street lighting, renewable energy, electric vehicle supply equipment, and smart agriculture; commercial IoT applications, including smart lighting, asset tracking, electronic shelf labels, theft protection, and enterprise access points; smart home applications, comprising home automation/security systems, smart speakers, smart lighting, HVAC control, smart cameras, smart appliances, smart home sensing, smart locks, and window/blind controls; and connected health applications, including diabetes management, consumer health and fitness, elderly care, patient monitoring, and activity tracking; as well as in commercial building automation, consumer electronics, and medical instrumentation.