Allianz Asset Management GmbH Has $19.22 Million Stock Position in Silicon Laboratories, Inc. $SLAB

Allianz Asset Management GmbH lowered its position in Silicon Laboratories, Inc. (NASDAQ:SLAB) by 12.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 146,535 shares of the semiconductor company’s stock after selling 21,300 shares during the period. Allianz Asset Management GmbH’s holdings in Silicon Laboratories were worth $19,215,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. AQR Capital Management LLC raised its position in shares of Silicon Laboratories by 43.7% during the first quarter. AQR Capital Management LLC now owns 17,892 shares of the semiconductor company’s stock worth $2,001,000 after purchasing an additional 5,439 shares during the period. Millennium Management LLC lifted its stake in shares of Silicon Laboratories by 2,804.1% in the first quarter. Millennium Management LLC now owns 99,842 shares of the semiconductor company’s stock valued at $11,239,000 after buying an additional 96,404 shares in the last quarter. Jones Financial Companies Lllp grew its holdings in shares of Silicon Laboratories by 121.4% during the first quarter. Jones Financial Companies Lllp now owns 496 shares of the semiconductor company’s stock valued at $56,000 after buying an additional 272 shares during the last quarter. United Services Automobile Association acquired a new position in shares of Silicon Laboratories during the first quarter valued at about $235,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Silicon Laboratories by 1.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 97,156 shares of the semiconductor company’s stock worth $10,937,000 after acquiring an additional 1,679 shares in the last quarter.

Insider Transactions at Silicon Laboratories

In other Silicon Laboratories news, Director Nina Richardson sold 1,355 shares of Silicon Laboratories stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $149.00, for a total value of $201,895.00. Following the sale, the director owned 8,543 shares of the company’s stock, valued at approximately $1,272,907. The trade was a 13.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Brandon Tolany sold 1,954 shares of the business’s stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $141.49, for a total transaction of $276,471.46. Following the completion of the transaction, the senior vice president owned 62,381 shares in the company, valued at approximately $8,826,287.69. The trade was a 3.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 7,555 shares of company stock valued at $1,073,528 in the last 90 days. 1.60% of the stock is currently owned by corporate insiders.

Silicon Laboratories Trading Up 0.6%

Shares of Silicon Laboratories stock opened at $206.50 on Friday. The business’s fifty day simple moving average is $144.06 and its 200 day simple moving average is $136.00. Silicon Laboratories, Inc. has a 12 month low of $82.82 and a 12 month high of $208.84. The firm has a market capitalization of $6.78 billion, a P/E ratio of -103.77 and a beta of 1.56.

Silicon Laboratories (NASDAQ:SLAB) last announced its quarterly earnings data on Wednesday, February 4th. The semiconductor company reported $0.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.54 by $0.02. The firm had revenue of $208.21 million during the quarter, compared to the consensus estimate of $207.63 million. Silicon Laboratories had a negative return on equity of 4.09% and a negative net margin of 8.27%.The business’s revenue for the quarter was up 25.3% on a year-over-year basis. During the same quarter in the prior year, the company earned ($0.11) EPS. Analysts predict that Silicon Laboratories, Inc. will post -0.97 EPS for the current fiscal year.

Trending Headlines about Silicon Laboratories

Here are the key news stories impacting Silicon Laboratories this week:

• Positive Sentiment: Deal premium from Texas Instruments: TI agreed to acquire Silicon Labs in an all‑cash transaction valuing SLAB at about $7.5 billion, at $231.00 per share — a material takeover premium that is the primary driver lifting SLAB shares. Silicon Labs Signs $7.5B TI Acquisition Deal
• Positive Sentiment: Price‑target convergence: Citigroup raised its SLAB target to $231 (neutral rating), effectively matching TI’s offer price and reinforcing the deal valuation in the market. Citigroup raises price target on Silicon Labs to $231
• Neutral Sentiment: Analyst model updates and guidance: KeyCorp issued updated quarterly and FY2026 EPS forecasts (mixed near‑term quarters but a positive FY2026 view), while RBC bumped its target to $205 with a “sector perform” rating — these keep analyst coverage active but are secondary to the takeover news. KeyCorp research on SLAB RBC raises price target
• Neutral Sentiment: Commentary and deal rationale: Several articles and analyst notes contextualize the transaction (strategic fit for TI’s fabs and AI/power markets). These shape longer‑term expectations but have less immediate price impact than the takeover premium. MarketBeat: Texas Instruments executes a $7.5B deal and strategy pivot
• Negative Sentiment: Financing/credit risk on acquirer: Moody’s changed TI’s outlook to negative citing the deal, which raises execution and timing risk for the transaction — a potential headwind if the acquirer’s credit profile is pressured. Moody’s changes TI outlook to negative over SLAB deal
• Negative Sentiment: Market skepticism / legal & options activity: Brokers (Needham, KeyBanc, Benchmark and others) issued downgrades or hold ratings and there was unusual volume in put options; additionally, Halper Sadeh LLC is soliciting SLAB shareholders — signals of investor caution and potential litigation/activism that could pressure shares or affect deal dynamics. Needham downgrade Put option activity Halper Sadeh solicitation

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on SLAB. KeyCorp cut shares of Silicon Laboratories from an “overweight” rating to a “hold” rating in a research report on Wednesday. Royal Bank Of Canada raised their target price on Silicon Laboratories from $160.00 to $205.00 and gave the company a “sector perform” rating in a report on Thursday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Silicon Laboratories in a report on Monday, December 29th. Needham & Company LLC cut Silicon Laboratories from a “buy” rating to a “hold” rating in a research note on Wednesday. Finally, Citigroup lifted their price objective on shares of Silicon Laboratories from $135.00 to $231.00 and gave the stock a “neutral” rating in a report on Friday. One research analyst has rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Silicon Laboratories has a consensus rating of “Hold” and an average price target of $167.78.

Silicon Laboratories Profile

Silicon Laboratories (NASDAQ:SLAB) is a global semiconductor company that develops high-performance analog and mixed-signal integrated circuits, wireless system-on-chips (SoCs), microcontrollers, and radio frequency (RF) solutions. Its product portfolio is tailored to support the Internet of Things (IoT), infrastructure, industrial automation, consumer electronics, automotive, and energy markets. By combining silicon, software, and tools, Silicon Labs aims to accelerate development cycles and deliver low-power, highly integrated solutions that address demanding application requirements.

Founded in 1996 and headquartered in Austin, Texas, Silicon Labs has grown into a multinational organization with engineering and sales operations across North America, Europe, and Asia.