Lam Research Corporation $LRCX Stock Position Raised by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. increased its holdings in shares of Lam Research Corporation (NASDAQ:LRCX) by 1.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 497,143 shares of the semiconductor company’s stock after acquiring an additional 9,203 shares during the quarter. Mn Services Vermogensbeheer B.V.’s holdings in Lam Research were worth $85,101,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of LRCX. PMV Capital Advisers LLC bought a new position in shares of Lam Research during the fourth quarter valued at approximately $25,000. Stance Capital LLC bought a new stake in shares of Lam Research in the 3rd quarter worth approximately $26,000. Howard Hughes Medical Institute bought a new stake in shares of Lam Research in the 2nd quarter worth approximately $27,000. Triumph Capital Management acquired a new position in Lam Research during the 3rd quarter valued at approximately $27,000. Finally, Strategic Wealth Investment Group LLC acquired a new position in Lam Research during the 2nd quarter valued at approximately $29,000. Institutional investors own 84.61% of the company’s stock.

Lam Research Stock Down 5.4%

LRCX opened at $199.93 on Tuesday. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.61 and a current ratio of 2.26. The company has a market capitalization of $249.67 billion, a PE ratio of 40.97, a P/E/G ratio of 2.28 and a beta of 1.77. The stock’s fifty day moving average is $227.35 and its 200-day moving average is $183.00. Lam Research Corporation has a one year low of $56.32 and a one year high of $256.68.

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

Lam Research Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Stockholders of record on Wednesday, March 4th will be given a dividend of $0.26 per share. The ex-dividend date is Wednesday, March 4th. This represents a $1.04 annualized dividend and a dividend yield of 0.5%. Lam Research’s dividend payout ratio (DPR) is 21.31%.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the company. Barclays increased their target price on Lam Research from $250.00 to $255.00 and gave the stock an “equal weight” rating in a research report on Tuesday, March 10th. Oppenheimer restated an “outperform” rating and issued a $265.00 price target on shares of Lam Research in a research note on Thursday, January 29th. Morgan Stanley increased their price objective on Lam Research from $244.00 to $254.00 and gave the stock an “equal weight” rating in a report on Wednesday, February 25th. Evercore set a $275.00 target price on Lam Research in a research note on Thursday, January 29th. Finally, Summit Insights upgraded Lam Research from a “hold” rating to a “buy” rating in a research report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $245.35.

Insider Transactions at Lam Research

In related news, insider Ava Harter sold 4,000 shares of the business’s stock in a transaction that occurred 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 in the company, valued at $12,718,912.50. The trade was a 6.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Eric Brandt sold 35,000 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $225.60, for a total transaction of $7,896,000.00. Following the sale, the director directly owned 253,705 shares of the company’s stock, valued at approximately $57,235,848. This represents a 12.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 130,886 shares of company stock valued at $29,658,802 in the last quarter. Insiders own 0.31% of the company’s stock.

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.