ABN Amro Investment Solutions Sells 3,905 Shares of Lam Research Corporation $LRCX

ABN Amro Investment Solutions lowered its holdings in Lam Research Corporation (NASDAQ:LRCX) by 8.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 40,477 shares of the semiconductor company’s stock after selling 3,905 shares during the quarter. ABN Amro Investment Solutions’ holdings in Lam Research were worth $5,420,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in LRCX. IMG Wealth Management Inc. bought a new stake in Lam Research in the second quarter valued at $26,000. Howard Hughes Medical Institute purchased a new stake in shares of Lam Research in the 2nd quarter worth about $27,000. Strategic Wealth Investment Group LLC bought a new stake in shares of Lam Research during the 2nd quarter valued at about $29,000. Delos Wealth Advisors LLC purchased a new position in shares of Lam Research during the second quarter valued at about $30,000. Finally, Bank of Jackson Hole Trust increased its position in shares of Lam Research by 111.1% during the second quarter. Bank of Jackson Hole Trust now owns 380 shares of the semiconductor company’s stock valued at $37,000 after buying an additional 200 shares during the period. 84.61% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Lam Research

In other Lam Research news, Director Eric Brandt sold 35,000 shares of Lam Research stock in a transaction on Friday, February 6th. The stock was sold at an average price of $225.60, for a total value of $7,896,000.00. Following the completion of the sale, the director owned 253,705 shares of the company’s stock, valued at approximately $57,235,848. This trade represents a 12.12% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. 0.31% of the stock is owned by company insiders.

More Lam Research News

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

Wall Street Analyst Weigh In

Several analysts have commented on LRCX shares. Barclays set a $250.00 price objective on shares of Lam Research in a report on Thursday, January 29th. Zacks Research raised Lam Research from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 20th. The Goldman Sachs Group set a $262.00 price target on Lam Research and gave the company a “buy” rating in a research report on Thursday, January 29th. B. Riley Financial reaffirmed a “buy” rating on shares of Lam Research in a research note on Thursday, January 15th. Finally, Bank of America raised their price objective on Lam Research from $195.00 to $245.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. One research 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. According to data from MarketBeat, Lam Research has a consensus rating of “Moderate Buy” and an average price target of $244.88.

Lam Research Price Performance

Shares of NASDAQ:LRCX opened at $235.53 on Monday. The business has a fifty day moving average price of $201.76 and a 200-day moving average price of $155.74. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.26 and a quick ratio of 1.61. The company has a market capitalization of $294.12 billion, a PE ratio of 48.26, a PEG ratio of 2.53 and a beta of 1.78. Lam Research Corporation has a 1-year low of $56.32 and a 1-year high of $251.87.

Lam Research (NASDAQ:LRCX) last announced its quarterly earnings data 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 company had revenue of $5.34 billion for 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%. Lam Research’s revenue for the quarter was up 22.1% on a year-over-year basis. During the same period in the prior year, the firm posted $0.91 EPS. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. As a group, equities analysts expect that Lam Research Corporation will post 3.71 EPS for the current fiscal year.

Lam Research Dividend Announcement

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 dividend of $0.26 per share. The ex-dividend date is Wednesday, March 4th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Lam Research’s dividend payout ratio is presently 21.31%.

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.