OMERS ADMINISTRATION Corp Has $22.63 Million Holdings in Lam Research Corporation $LRCX

OMERS ADMINISTRATION Corp grew its position in Lam Research Corporation (NASDAQ:LRCX) by 25.7% during the 1st quarter, Holdings Channel.com reports. The firm owned 105,911 shares of the semiconductor company’s stock after purchasing an additional 21,647 shares during the period. OMERS ADMINISTRATION Corp’s holdings in Lam Research were worth $22,629,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its holdings in Lam Research by 1,032.4% during the 4th quarter. Brighton Jones LLC now owns 14,189 shares of the semiconductor company’s stock worth $1,025,000 after purchasing an additional 12,936 shares during the last quarter. Caxton Associates LLP acquired a new position in Lam Research in the 1st quarter valued at $239,000. Gabelli Funds LLC acquired a new position in Lam Research in the 2nd quarter valued at $253,000. NewEdge Advisors LLC increased its position in Lam Research by 2.7% during the 2nd quarter. NewEdge Advisors LLC now owns 100,528 shares of the semiconductor company’s stock worth $9,785,000 after buying an additional 2,661 shares during the period. Finally, Osterweis Capital Management Inc. lifted its holdings in shares of Lam Research by 5,206.7% during the second quarter. Osterweis Capital Management Inc. now owns 796 shares of the semiconductor company’s stock worth $77,000 after buying an additional 781 shares in the last quarter. Institutional investors own 84.61% of the company’s stock.

Lam Research Stock Down 4.6%

Shares of NASDAQ LRCX opened at $305.21 on Friday. The stock has a market capitalization of $381.69 billion, a P/E ratio of 57.59, a PEG ratio of 1.81 and a beta of 1.80. The stock’s fifty day moving average is $341.74 and its 200 day moving average is $273.81. Lam Research Corporation has a 52 week low of $90.93 and a 52 week high of $438.50. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.77 and a current ratio of 2.54.

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

Lam Research Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 8th. Stockholders of record on Wednesday, June 17th were given a $0.26 dividend. 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 Activity

In other news, SVP Neil J. Fernandes sold 7,659 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $309.60, for a total transaction of $2,371,226.40. Following the completion of the sale, the senior vice president owned 58,470 shares of the company’s stock, valued at approximately $18,102,312. This represents a 11.58% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Abhijit Y. Talwalkar sold 18,282 shares of the stock in a transaction that occurred on Monday, July 13th. The stock was sold at an average price of $335.00, for a total transaction of $6,124,470.00. Following the sale, the director owned 87,142 shares in the company, valued at $29,192,570. This represents a 17.34% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 104,621 shares of company stock worth $33,804,737. Insiders own 0.31% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on LRCX. Raymond James Financial set a $425.00 target price on shares of Lam Research in a research report on Wednesday, June 10th. Sanford C. Bernstein lifted their price objective on shares of Lam Research from $325.00 to $340.00 and gave the stock an “outperform” rating in a research note on Thursday, May 21st. Seaport Research Partners initiated coverage on shares of Lam Research in a research note on Monday, May 4th. They issued a “buy” rating and a $300.00 price objective for the company. Needham & Company LLC boosted their price objective on shares of Lam Research from $300.00 to $390.00 and gave the company a “buy” rating in a report on Friday, July 10th. Finally, TD Cowen reaffirmed a “buy” rating and set a $400.00 target price (up from $340.00) on shares of Lam Research in a report on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $360.51.

Trending Headlines about 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 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.