Eagle Wealth Advisors LLC Acquires Shares of 3,660 Lam Research Corporation $LRCX

Eagle Wealth Advisors LLC acquired a new stake in shares of Lam Research Corporation (NASDAQ:LRCX) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 3,660 shares of the semiconductor company’s stock, valued at approximately $627,000.

A number of other institutional investors have also modified their holdings of the stock. Aspen Capital Management LLC purchased a new position in shares of Lam Research during the 4th quarter valued at about $207,000. Index Fund Advisors Inc. raised its stake in shares of Lam Research by 10.9% during the 4th quarter. Index Fund Advisors Inc. now owns 1,893 shares of the semiconductor company’s stock valued at $324,000 after buying an additional 186 shares during the last quarter. RMR Wealth Builders raised its stake in shares of Lam Research by 6.2% during the 4th quarter. RMR Wealth Builders now owns 4,375 shares of the semiconductor company’s stock valued at $749,000 after buying an additional 255 shares during the last quarter. Anchyra Partners LLC purchased a new position in shares of Lam Research during the 4th quarter valued at about $480,000. Finally, Aprio Wealth Management LLC raised its stake in shares of Lam Research by 78.7% during the 4th quarter. Aprio Wealth Management LLC now owns 5,385 shares of the semiconductor company’s stock valued at $999,000 after buying an additional 2,372 shares during the last quarter. Hedge funds and other institutional investors own 84.61% of the company’s stock.

Insiders Place Their Bets

In other Lam Research news, Director Eric Brandt sold 35,000 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $225.60, for a total transaction of $7,896,000.00. Following the completion of the sale, the director directly owned 253,705 shares in the company, valued at approximately $57,235,848. The trade was a 12.12% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Ava Harter sold 1,500 shares of the business’s stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $222.66, for a total value of $333,990.00. Following the sale, the insider owned 53,205 shares of the company’s stock, valued at approximately $11,846,625.30. This trade represents a 2.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 130,886 shares of company stock worth $29,658,802. Corporate insiders own 0.31% of the company’s stock.

Key Headlines Impacting Lam Research

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

• Positive Sentiment: Q3 results beat expectations (EPS $1.47, revenue $5.84B) and management gave strong FY guidance tied to AI demand — investors view this as confirmation of a multi-year WFE upcycle. Earnings & press coverage
• Positive Sentiment: Major analysts have lifted price targets across the board (examples: TD Cowen $340, Susquehanna $385, JPMorgan $315, BofA $330), signaling upgraded revenue and margin forecasts driven by AI memory and logic chip spending. Analyst target upgrades
• Positive Sentiment: Several bank research notes reiterated buy/outperform ratings and sizable upside, reinforcing momentum and prompting institutional buyers to add exposure. Deutsche Bank price target raise
• Neutral Sentiment: Broad market action (Dow slip while Nasdaq gains) and strong moves in other chip names (Intel, AMD, Arm) contributed to sector flow into semiconductor-equipment names including LRCX. Market breadth coverage
• Neutral Sentiment: Not all firms moved to buy: a few kept neutral/equal-weight stances (e.g., Morgan Stanley, BNP Paribas), showing some analysts want to see more cycles of delivery before upgrading conviction. Morgan Stanley note
• Negative Sentiment: Valuation concerns: commentary and analysis warn the stock reflects a lot of AI upside already — some investors may view multiple and momentum as stretched, which could amplify pullbacks on any growth-slow surprises. Valuation caution analysis

Lam Research Price Performance

Shares of Lam Research stock opened at $267.78 on Monday. The company has a quick ratio of 1.77, a current ratio of 2.54 and a debt-to-equity ratio of 0.35. Lam Research Corporation has a twelve month low of $68.53 and a twelve month high of $275.84. The business has a 50-day moving average price of $234.99 and a 200 day moving average price of $198.63. The firm has a market cap of $334.88 billion, a PE ratio of 50.52, a P/E/G ratio of 2.27 and a beta of 1.78.

Lam Research (NASDAQ:LRCX) last announced its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.47 earnings per share for the quarter, beating the consensus estimate of $1.36 by $0.11. Lam Research had a return on equity of 66.21% and a net margin of 30.94%.The firm had revenue of $5.84 billion during the quarter, compared to analyst estimates of $5.70 billion. During the same quarter in the previous year, the business earned $1.04 EPS. Lam Research’s revenue for the quarter was up 23.8% compared to the same quarter last year. Lam Research has set its Q4 2026 guidance at 1.500-1.800 EPS. Sell-side analysts predict that Lam Research Corporation will post 5.53 earnings per share for the current fiscal year.

Lam Research Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 8th. Shareholders of record on Wednesday, March 4th were paid a dividend of $0.26 per share. This represents a $1.04 annualized dividend and a yield of 0.4%. The ex-dividend date was Wednesday, March 4th. Lam Research’s payout ratio is 19.62%.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the company. JPMorgan Chase & Co. lifted their price objective on Lam Research from $300.00 to $315.00 and gave the company an “overweight” rating in a research note on Thursday. Erste Group Bank lowered Lam Research from a “buy” rating to a “hold” rating in a research note on Thursday, April 2nd. B. Riley Financial restated a “buy” rating on shares of Lam Research in a research note on Monday, April 20th. Stifel Nicolaus lifted their price target on Lam Research from $300.00 to $325.00 and gave the company a “buy” rating in a research note on Thursday. Finally, Jefferies Financial Group lifted their price target on Lam Research from $285.00 to $315.00 and gave the company a “buy” rating in a research note on Thursday. Twenty-six equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $284.49.

Lam Research Company 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.