Dai ichi Life Insurance Company Ltd Has $27.03 Million Stock Holdings in Lam Research Corporation $LRCX

Dai ichi Life Insurance Company Ltd increased its position in shares of Lam Research Corporation (NASDAQ:LRCX) by 1.5% in the first quarter, HoldingsChannel reports. The firm owned 126,497 shares of the semiconductor company’s stock after purchasing an additional 1,917 shares during the period. Lam Research makes up approximately 0.8% of Dai ichi Life Insurance Company Ltd’s investment portfolio, making the stock its 24th biggest holding. Dai ichi Life Insurance Company Ltd’s holdings in Lam Research were worth $27,027,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the company. Bayban acquired a new stake in shares of Lam Research during the fourth quarter worth approximately $26,000. Vermillion Wealth Management Inc. bought a new position in shares of Lam Research in the first quarter valued at approximately $26,000. Cedar Mountain Advisors LLC boosted its holdings in shares of Lam Research by 242.9% in the 1st quarter. Cedar Mountain Advisors LLC now owns 120 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 85 shares in the last quarter. Mcguire Capital Advisors Inc. acquired a new position in shares of Lam Research in the 4th quarter worth approximately $27,000. Finally, Triumph Capital Management bought a new stake in Lam Research during the 3rd quarter worth approximately $27,000. 84.61% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have commented on LRCX. Raymond James Financial set a $425.00 price objective on Lam Research in a research note on Wednesday, June 10th. Erste Group Bank downgraded shares of Lam Research from a “buy” rating to a “hold” rating in a research report on Thursday, April 2nd. Bank of America increased their price objective on shares of Lam Research from $330.00 to $480.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Needham & Company LLC raised their price objective on shares of Lam Research from $300.00 to $390.00 and gave the company a “buy” rating in a research report on Friday, July 10th. Finally, Seaport Research Partners began coverage on shares of Lam Research in a research note on Monday, May 4th. They issued a “buy” rating and a $300.00 target price for the company. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $360.51.

Key Stories Impacting Lam Research

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

• Positive Sentiment: Lam Research is expected to benefit from strong demand for AI chips and rising DRAM spending, which could support a potential earnings beat and improve sentiment ahead of results. Article Title
• Positive Sentiment: Wall Street is closely tracking key operating metrics, not just revenue and EPS, suggesting investors are focused on whether Lam Research can show healthy underlying business momentum in the June quarter. Article Title
• Positive Sentiment: The company’s recent role as a founding partner in the AI Materials Foundry keeps Lam Research tied to the broader AI infrastructure theme, which remains a major long-term driver for semiconductor equipment names. Article Title
• Neutral Sentiment: Analysts are publishing pre-earnings previews and forecast updates for Lam Research’s upcoming report, but these articles mostly reflect expectations rather than new company-specific developments. Article Title
• Neutral Sentiment: Semiconductor stocks have outperformed in 2026, but the group is pulling back this month as investors take profits and reprice valuations after a sharp AI-driven rally. Article Title
• Negative Sentiment: Some commentary argues Lam Research could be “dead money” over the next few years, reflecting valuation and return concerns that may be weighing on the stock. Article Title

Lam Research Stock Performance

Shares of NASDAQ:LRCX opened at $305.21 on Friday. The company has a current ratio of 2.54, a quick ratio of 1.77 and a debt-to-equity ratio of 0.35. Lam Research Corporation has a 1-year low of $90.93 and a 1-year high of $438.50. The stock has a market capitalization of $381.69 billion, a P/E ratio of 57.59, a P/E/G ratio of 1.90 and a beta of 1.80. The business has a 50-day moving average price of $341.74 and a two-hundred day moving average price of $273.81.

Lam Research (NASDAQ:LRCX) last posted its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.47 earnings per share for the quarter, topping analysts’ consensus estimates of $1.36 by $0.11. Lam Research had a net margin of 30.94% and a return on equity of 66.21%. The business had revenue of $5.84 billion during the quarter, compared to the consensus estimate of $5.70 billion. During the same period in the previous year, the firm posted $1.04 earnings per share. Lam Research’s revenue for the quarter was up 23.8% compared to the same quarter last year. Equities analysts predict that Lam Research Corporation will post 5.68 earnings per share for the current year.

Lam Research Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 8th. Shareholders of record on Wednesday, June 17th were given a dividend of $0.26 per share. The ex-dividend date was Wednesday, June 17th. This represents a $1.04 annualized dividend and a dividend yield of 0.3%. Lam Research’s payout ratio is presently 19.62%.

Insider Buying and Selling

In related news, SVP Neil J. Fernandes sold 18,170 shares of the company’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $255.14, for a total value of $4,635,893.80. Following the completion of the sale, the senior vice president owned 66,129 shares in the company, valued at approximately $16,872,153.06. This represents a 21.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ava Harter sold 6,010 shares of the stock in a transaction dated Monday, April 27th. The shares were sold at an average price of $258.66, for a total value of $1,554,546.60. Following the completion of the transaction, the insider directly owned 53,205 shares in the company, valued at $13,762,005.30. The trade was a 10.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 104,621 shares of company stock worth $33,804,737. Company insiders own 0.31% of the company’s stock.

Lam Research Profile

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.