HighTower Advisors LLC Acquires 12,619 Shares of Lam Research Corporation $LRCX

HighTower Advisors LLC lifted its holdings in shares of Lam Research Corporation (NASDAQ:LRCX) by 1.2% in the third quarter, HoldingsChannel.com reports. The fund owned 1,089,194 shares of the semiconductor company’s stock after acquiring an additional 12,619 shares during the period. HighTower Advisors LLC’s holdings in Lam Research were worth $145,844,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. IMG Wealth Management Inc. purchased a new position in Lam Research in the second quarter valued at about $26,000. Howard Hughes Medical Institute bought a new stake in shares of Lam Research in the 2nd quarter worth approximately $27,000. Strategic Wealth Investment Group LLC purchased a new position in Lam Research in the second quarter valued at approximately $29,000. Delos Wealth Advisors LLC bought a new position in Lam Research during the second quarter valued at $30,000. Finally, Bank of Jackson Hole Trust increased its position in Lam Research by 111.1% in the second quarter. Bank of Jackson Hole Trust now owns 380 shares of the semiconductor company’s stock worth $37,000 after buying an additional 200 shares during the last quarter. Hedge funds and other institutional investors own 84.61% of the company’s stock.

Lam Research Price Performance

Shares of NASDAQ:LRCX opened at $235.53 on Monday. The company has a 50 day moving average of $201.76 and a 200 day moving average of $155.74. The company has a current ratio of 2.26, a quick ratio of 1.61 and a debt-to-equity ratio of 0.37. The stock has a market cap of $294.12 billion, a P/E ratio of 48.26, a P/E/G ratio of 2.53 and a beta of 1.78. Lam Research Corporation has a 12 month low of $56.32 and a 12 month high of $251.87.

Lam Research (NASDAQ:LRCX) last announced its quarterly earnings results on Wednesday, January 28th. The semiconductor company reported $1.27 EPS for the quarter, beating the consensus estimate of $1.17 by $0.10. The firm had revenue of $5.34 billion during the quarter, compared to the consensus estimate of $5.23 billion. Lam Research had a net margin of 30.22% and a return on equity of 62.81%. The business’s quarterly revenue was up 22.1% compared to the same quarter last year. During the same period last year, the firm earned $0.91 EPS. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. As a group, sell-side analysts forecast that Lam Research Corporation will post 3.71 EPS for the current fiscal year.

Lam Research Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Wednesday, March 4th will be paid a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date is Wednesday, March 4th. Lam Research’s dividend payout ratio is currently 21.31%.

Insiders Place Their Bets

In other news, Director Eric Brandt sold 35,000 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $225.60, for a total transaction of $7,896,000.00. Following the completion of the transaction, the director owned 253,705 shares of the company’s stock, valued at approximately $57,235,848. The trade was a 12.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.31% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

LRCX has been the subject of several research reports. Rothschild & Co Redburn increased their price target on Lam Research from $225.00 to $265.00 and gave the stock a “buy” rating in a research note on Friday, February 6th. UBS Group set a $300.00 price objective on shares of Lam Research in a report on Thursday, January 29th. JPMorgan Chase & Co. increased their target price on shares of Lam Research from $165.00 to $300.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Citic Securities boosted their price target on shares of Lam Research from $165.00 to $275.00 and gave the company a “buy” rating in a research report on Friday, January 30th. Finally, HSBC upped their price target on shares of Lam Research from $181.00 to $221.00 and gave the company a “hold” rating in a research note on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $244.88.

Lam Research News Roundup

Here are the key news stories impacting Lam Research this week:

• Positive Sentiment: Analysts point to secular trends (AI, advanced nodes, foundry expansion) as drivers for Lam’s long‑term growth, supporting investor confidence in sustained demand for its etch and deposition tools. Analysts Cite Secular Trends For Lam Research Corporation (LRCX)’s Development
• Positive Sentiment: Lam announced leadership changes and new partnerships aimed at positioning the company for next‑generation chip demand — a strategic move investors view as reinforcing execution and market share potential. Lam Research Reshapes Leadership And Partnerships For Next Generation Chip Demand
• Neutral Sentiment: Published analyses asking whether Lam has a long runway for growth provide deeper context (valuation vs. growth opportunities) but don’t introduce new company‑specific catalysts. These pieces help frame investor debate rather than change fundamentals. Does Lam Research Corporation (LRCX) Have a Long Runway for Growth?
• Neutral Sentiment: Short‑interest reports show “0 shares” and NaN changes for early February — data that appears erroneous and is unlikely to be a meaningful market signal. Treat the short‑interest items as noise until corrected data is released.
• Negative Sentiment: A headline reporting insider selling coincided with a short‑term price dip; insider sales can weigh on sentiment even if they’re routine or non‑indicative of company fundamentals. Lam Research (NASDAQ:LRCX) Stock Price Down 1.2% on Insider Selling

About Lam Research

Lam Research Corporation (NASDAQ: LRCX) is a global supplier of wafer fabrication equipment and services to the semiconductor industry. Founded in 1980 by David K. Lam and headquartered in Fremont, California, the company develops and manufactures systems used in multiple stages of semiconductor device production, including thin film deposition, plasma etch, wafer cleaning and related process modules and automation.

Lam’s product portfolio covers core process technologies employed by logic and memory manufacturers, with equipment designed to support advanced-node patterning, 3D NAND and other emerging device architectures.