KLA Corporation $KLAC Shares Newly Purchased by Mirae Asset Global Investments Co. Ltd.

01 Nov 2026, 12:43 by Kim Johansen · The Markets Daily

Mirae Asset Global Investments Co. Ltd. purchased a new stake in shares of KLA Corporation (NASDAQ:KLAC – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 1,938,634 shares of the semiconductor company’s stock, valued at approximately $377,898,000. KLA comprises about 0.7% of Mirae Asset Global Investments Co. Ltd.’s investment portfolio, making the stock its 20th largest position. Mirae Asset Global Investments Co. Ltd. owned about 0.15% of KLA at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Wellington Management Group LLP grew its stake in KLA by 928.9% during the second quarter. Wellington Management Group LLP now owns 14,821,622 shares of the semiconductor company’s stock worth $4,471,832,000 after buying an additional 13,381,153 shares during the last quarter. Bank of New York Mellon Corp acquired a new stake in shares of KLA during the second quarter worth approximately $2,522,430,000. Assenagon Asset Management S.A. increased its holdings in shares of KLA by 239.3% during the third quarter. Assenagon Asset Management S.A. now owns 5,614,990 shares of the semiconductor company’s stock worth $1,094,530,000 after buying an additional 3,959,927 shares in the last quarter. National Pension Service raised its stake in shares of KLA by 899.4% in the second quarter. National Pension Service now owns 3,634,859 shares of the semiconductor company’s stock valued at $1,096,673,000 after acquiring an additional 3,271,158 shares during the last quarter. Finally, PineStone Asset Management Inc. boosted its holdings in shares of KLA by 11.5% in the 3rd quarter. PineStone Asset Management Inc. now owns 2,418,400 shares of the semiconductor company’s stock worth $471,419,000 after acquiring an additional 248,700 shares in the last quarter. 86.65% of the stock is owned by institutional investors.

KLA Stock Performance

Shares of NASDAQ:KLAC opened at $157.91 on Friday. The stock has a market capitalization of $206.07 billion, a P/E ratio of 39.48, a P/E/G ratio of 1.37 and a beta of 1.45. KLA Corporation has a 1-year low of $107.20 and a 1-year high of $307.37. The company has a current ratio of 2.76, a quick ratio of 2.03 and a debt-to-equity ratio of 0.88. The business has a 50-day moving average price of $178.62 and a two-hundred day moving average price of $181.78.

KLA (NASDAQ:KLAC – Get Free Report) last issued its earnings results on Wednesday, October 28th. The semiconductor company reported $1.22 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.18 by $0.04. KLA had a net margin of 36.25% and a return on equity of 89.30%. The company had revenue of $4.14 billion for the quarter, compared to analyst estimates of $4.04 billion. During the same quarter last year, the firm earned $8.47 EPS. The company’s revenue for the quarter was up 28.9% on a year-over-year basis. Equities analysts predict that KLA Corporation will post 5.67 earnings per share for the current year.

KLA Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 1st. Investors of record on Monday, August 17th were issued a $0.23 dividend. This is an increase from KLA’s previous quarterly dividend of $0.23. This represents a $0.92 annualized dividend and a yield of 0.6%. The ex-dividend date was Monday, August 17th. KLA’s dividend payout ratio (DPR) is currently 23.00%.

Insider Buying and Selling at KLA

In other KLA news, CAO Virendra Kirloskar sold 4,504 shares of the company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $195.50, for a total transaction of $880,532.00. Following the completion of the sale, the chief accounting officer owned 7,972 shares in the company, valued at approximately $1,558,526. The trade was a 36.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CEO Richard P. Wallace sold 87,568 shares of the stock in a transaction on Tuesday, August 11th. The shares were sold at an average price of $198.95, for a total value of $17,421,653.60. Following the completion of the transaction, the chief executive officer directly owned 778,944 shares in the company, valued at approximately $154,970,908.80. This trade represents a 10.11% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 243,339 shares of company stock valued at $46,903,454 in the last three months. Insiders own 79.39% of the company’s stock.

Trending Headlines about KLA

Here are the key news stories impacting KLA this week:

Positive Sentiment: KLA reported fiscal Q1 2027 revenue of approximately $4.14 billion and earnings of $1.22 per share, exceeding Wall Street expectations of $4.04 billion and $1.18 per share. Revenue increased 28.9% year over year, marking the company’s 10th consecutive quarter of growth. KLAC Q1 Earnings Beat Estimates
Positive Sentiment: The company issued fiscal Q2 revenue guidance of $4.5 billion to $4.9 billion, implying roughly $4.7 billion at the midpoint versus consensus of $4.5 billion. EPS guidance of $1.33 to $1.55 also brackets or exceeds the $1.36 consensus estimate, reinforcing expectations for continued AI-driven demand. KLA Q2 Guidance
Positive Sentiment: Demand for wafer inspection, process-control and advanced-packaging equipment is benefiting from the increasing complexity of AI chips and the construction of leading-edge semiconductor fabs. Argus reaffirmed its Buy rating with a $225 price target, while JPMorgan raised its target to $240 and maintained Overweight. Advanced Packaging Demand
Neutral Sentiment: Analyst opinion remains mixed. Several firms lowered price targets after earnings—including Wells Fargo, Needham, Evercore ISI, Cantor Fitzgerald, Susquehanna and UBS—citing valuation, structural share headwinds or a more cautious risk-reward profile, even though many retained positive or neutral ratings.
Negative Sentiment: KLAC is declining in sympathy with semiconductor shares as investors question whether elevated AI infrastructure spending can continue at its current pace. The pullback also leaves the stock below its 50-day and 200-day moving averages, increasing near-term technical pressure despite the strong operating outlook. KLA Shares Weaken as Semiconductor Stocks Fall

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on KLAC shares. Truist Financial set a $225.00 price target on KLA in a report on Thursday. BMO Capital Markets set a $133.00 price objective on KLA in a research note on Thursday. Piper Sandler set a $425.00 target price on KLA in a report on Thursday. Argus restated a “buy” rating and issued a $225.00 target price on shares of KLA in a research note on Friday. Finally, Evercore reaffirmed an “outperform” rating and issued a $185.00 price target on shares of KLA in a report on Thursday. Nineteen investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $220.35.

Read Our Latest Report on KLA

About KLA

(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.