United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Raises Stock Holdings in Lam Research Corporation $LRCX

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund increased its holdings in shares of Lam Research Corporation (NASDAQ:LRCX) by 0.7% during the third quarter, HoldingsChannel.com reports. The fund owned 433,563 shares of the semiconductor company’s stock after buying an additional 2,896 shares during the quarter. Lam Research makes up approximately 2.1% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s investment portfolio, making the stock its 14th largest position. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Lam Research were worth $58,054,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Gilliland Jeter Wealth Management LLC increased its position in shares of Lam Research by 0.3% during the 3rd quarter. Gilliland Jeter Wealth Management LLC now owns 26,501 shares of the semiconductor company’s stock valued at $3,548,000 after purchasing an additional 69 shares during the last quarter. Gold Investment Management Ltd. boosted its holdings in shares of Lam Research by 0.5% in the 3rd quarter. Gold Investment Management Ltd. now owns 14,736 shares of the semiconductor company’s stock worth $1,973,000 after buying an additional 70 shares during the last quarter. Hemington Wealth Management grew its position in Lam Research by 4.3% during the third quarter. Hemington Wealth Management now owns 1,731 shares of the semiconductor company’s stock valued at $231,000 after buying an additional 72 shares during the period. Magnus Financial Group LLC increased its holdings in Lam Research by 0.3% during the third quarter. Magnus Financial Group LLC now owns 22,838 shares of the semiconductor company’s stock worth $3,058,000 after buying an additional 76 shares during the last quarter. Finally, Addison Advisors LLC increased its holdings in Lam Research by 2.8% during the third quarter. Addison Advisors LLC now owns 2,857 shares of the semiconductor company’s stock worth $383,000 after buying an additional 77 shares during the last quarter. Institutional investors own 84.61% of the company’s stock.

Lam Research Price Performance

LRCX stock opened at $199.33 on Friday. The firm has a 50 day moving average of $220.95 and a 200-day moving average of $169.23. The company has a current ratio of 2.26, a quick ratio of 1.61 and a debt-to-equity ratio of 0.37. Lam Research Corporation has a 12 month low of $56.32 and a 12 month high of $256.68. The firm has a market capitalization of $248.92 billion, a P/E ratio of 40.85, a price-to-earnings-growth ratio of 2.14 and a beta of 1.77.

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

Lam Research Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 8th. Stockholders of record on Wednesday, March 4th will be issued a $0.26 dividend. The ex-dividend date of this dividend is Wednesday, March 4th. This represents a $1.04 annualized dividend and a dividend yield of 0.5%. Lam Research’s dividend payout ratio is presently 21.31%.

Trending Headlines about Lam Research

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

• Positive Sentiment: Analyst price targets signal meaningful upside — consensus targets imply roughly ~25% upside, supporting a bullish case that continued AI/foundry demand and upward earnings revisions could drive gains. Read More.
• Positive Sentiment: Technical setup is constructive — LRCX recently crossed above its 50‑day moving average and hit an intraday high after a key trading signal, which can attract momentum buying. Read More.
• Positive Sentiment: Fundamentals remain supportive — Lam posted a recent quarterly beat with strong margins and guidance that underline exposure to wafer‑processing demand for AI and advanced nodes, attracting institutional interest. Read More.
• Neutral Sentiment: Increased media coverage and valuation debate — multiple “too late to buy?” and review pieces raise visibility and spark discussion on whether the current run already prices growth; useful context but not an immediate catalyst. Read More.
• Negative Sentiment: Large insider selling has spooked investors — CFO Douglas Bettinger sold ~50,057 shares (~$11M) and other insiders (including Ava Harter) reported additional sales; while such sales can be for diversification or tax planning, they often trigger near‑term selling pressure. Read More.
• Negative Sentiment: Sector/geo‑political risks and rising energy costs — reports highlight higher operating costs for customer fabs and potential supply‑chain disruptions tied to geopolitical tensions, a near‑term risk driver that has contributed to the pullback. Read More.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on LRCX shares. Morgan Stanley boosted their target price on shares of Lam Research from $244.00 to $254.00 and gave the company an “equal weight” rating in a research note on Wednesday, February 25th. HSBC raised their price target on shares of Lam Research from $181.00 to $221.00 and gave the stock a “hold” rating in a research note on Friday, January 30th. The Goldman Sachs Group set a $262.00 price objective on Lam Research and gave the company a “buy” rating in a research note on Thursday, January 29th. New Street Research increased their price objective on Lam Research from $195.00 to $235.00 and gave the company a “neutral” rating in a report on Friday, January 30th. Finally, Citic Securities raised their target price on Lam Research from $165.00 to $275.00 and gave the stock a “buy” rating in a research report on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, Lam Research currently has a consensus rating of “Moderate Buy” and a consensus target price of $245.19.

Insider Transactions at Lam Research

In related news, CFO Douglas R. Bettinger sold 50,057 shares of the stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $224.03, for a total value of $11,214,269.71. Following the sale, the chief financial officer owned 1,081,705 shares in the company, valued at approximately $242,334,371.15. This trade represents a 4.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Ava Harter sold 4,000 shares of Lam Research stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $232.50, for a total value of $930,000.00. Following the sale, the insider directly owned 54,705 shares of the company’s stock, valued at $12,718,912.50. This represents a 6.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 130,886 shares of company stock valued at $29,658,802. 0.31% of the stock is currently owned by company insiders.

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.