KLA Corporation $KLAC Shares Purchased by UniSuper Management Pty Ltd

Key Points

• UniSuper Management Pty Ltd has increased its stake in KLA Corporation by 4.4%, acquiring an additional 1,141 shares to bring its total holdings to 26,824 shares valued at approximately $18,235,000.
• In the first quarter, several institutional investors made significant investments in KLA, with GAMMA Investing LLC raising its position by an astounding 95,141.6%, increasing its ownership to over $1.1 billion.
• KLA reported earnings of $9.38 EPS for the last quarter, surpassing the analysts' consensus estimate, and experienced a revenue growth of 23.6% year-over-year, bringing total revenue to $3.17 billion.

UniSuper Management Pty Ltd raised its position in KLA Corporation (NASDAQ:KLAC - Free Report) by 4.4% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 26,824 shares of the semiconductor company's stock after purchasing an additional 1,141 shares during the period. UniSuper Management Pty Ltd's holdings in KLA were worth $18,235,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. MAI Capital Management grew its holdings in KLA by 1.0% in the first quarter. MAI Capital Management now owns 1,365 shares of the semiconductor company's stock valued at $928,000 after purchasing an additional 14 shares during the last quarter. IFC Advisors LLC lifted its position in shares of KLA by 4.6% in the first quarter. IFC Advisors LLC now owns 342 shares of the semiconductor company's stock valued at $232,000 after acquiring an additional 15 shares in the last quarter. Trust Investment Advisors lifted its position in shares of KLA by 1.3% in the first quarter. Trust Investment Advisors now owns 1,188 shares of the semiconductor company's stock valued at $808,000 after acquiring an additional 15 shares in the last quarter. Lockerman Financial Group Inc. lifted its position in shares of KLA by 3.8% in the first quarter. Lockerman Financial Group Inc. now owns 438 shares of the semiconductor company's stock valued at $298,000 after acquiring an additional 16 shares in the last quarter. Finally, Childress Capital Advisors LLC lifted its position in shares of KLA by 3.3% in the first quarter. Childress Capital Advisors LLC now owns 495 shares of the semiconductor company's stock valued at $337,000 after acquiring an additional 16 shares in the last quarter. Institutional investors and hedge funds own 86.65% of the company's stock.

Insider Buying and Selling

In other news, EVP Brian Lorig sold 8,049 shares of the stock in a transaction dated Tuesday, August 12th. The stock was sold at an average price of $913.68, for a total value of $7,354,210.32. Following the completion of the sale, the executive vice president owned 11,479 shares in the company, valued at approximately $10,488,132.72. This trade represents a 41.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Ahmad A. Khan sold 13,716 shares of the stock in a transaction dated Friday, August 29th. The shares were sold at an average price of $881.50, for a total value of $12,090,654.00. Following the completion of the sale, the insider owned 27,372 shares of the company's stock, valued at approximately $24,128,418. This trade represents a 33.38% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 32,605 shares of company stock worth $29,348,291 in the last ninety days. 0.12% of the stock is owned by corporate insiders.

KLA Trading Up 1.6%

Shares of KLA stock traded up $14.90 during trading hours on Wednesday, reaching $932.63. The stock had a trading volume of 712,774 shares, compared to its average volume of 895,297. The firm has a 50 day simple moving average of $904.07 and a two-hundred day simple moving average of $796.83. The firm has a market capitalization of $123.07 billion, a price-to-earnings ratio of 30.69, a P/E/G ratio of 3.13 and a beta of 1.48. The company has a current ratio of 2.62, a quick ratio of 1.83 and a debt-to-equity ratio of 1.25. KLA Corporation has a 1 year low of $551.33 and a 1 year high of $959.26.

KLA (NASDAQ:KLAC - Get Free Report) last released its quarterly earnings data on Thursday, July 31st. The semiconductor company reported $9.38 EPS for the quarter, topping analysts' consensus estimates of $8.53 by $0.85. The company had revenue of $3.17 billion for the quarter, compared to the consensus estimate of $3.08 billion. KLA had a return on equity of 112.41% and a net margin of 33.41%.The company's quarterly revenue was up 23.6% compared to the same quarter last year. During the same period last year, the business posted $6.60 EPS. KLA has set its Q1 2026 guidance at 7.760-9.300 EPS. As a group, equities research analysts anticipate that KLA Corporation will post 31.59 earnings per share for the current year.

KLA Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, September 3rd. Stockholders of record on Monday, August 18th were paid a $1.90 dividend. The ex-dividend date was Monday, August 18th. This represents a $7.60 dividend on an annualized basis and a dividend yield of 0.8%. KLA's dividend payout ratio (DPR) is 25.01%.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the company. UBS Group upped their price objective on KLA from $775.00 to $960.00 and gave the company a "neutral" rating in a research report on Monday, July 21st. Barclays upped their price objective on KLA from $590.00 to $750.00 and gave the company an "equal weight" rating in a research report on Monday, July 28th. TD Cowen upped their price objective on KLA from $800.00 to $900.00 and gave the company a "hold" rating in a research report on Friday, August 1st. Oppenheimer upped their price objective on KLA from $740.00 to $950.00 and gave the company an "outperform" rating in a research report on Tuesday, June 17th. Finally, The Goldman Sachs Group assumed coverage on KLA in a research report on Thursday, July 10th. They issued a "neutral" rating and a $980.00 price objective on the stock. Eight analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Hold" and an average target price of $890.59.

KLA Profile

KLA Corporation, together with its subsidiaries, engages in the design, manufacture, and marketing of process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. It operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection.