Lam Research Corporation $LRCX Shares Purchased by Blair William & Co. IL

Blair William & Co. IL grew its position in shares of Lam Research Corporation (NASDAQ:LRCX) by 15.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 55,406 shares of the semiconductor company’s stock after acquiring an additional 7,495 shares during the quarter. Blair William & Co. IL’s holdings in Lam Research were worth $7,419,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of the company. Norges Bank bought a new position in Lam Research in the 2nd quarter worth about $1,894,585,000. JPMorgan Chase & Co. raised its holdings in shares of Lam Research by 14.4% during the second quarter. JPMorgan Chase & Co. now owns 40,622,437 shares of the semiconductor company’s stock valued at $3,954,188,000 after buying an additional 5,102,589 shares during the last quarter. Artisan Partners Limited Partnership raised its holdings in shares of Lam Research by 35.4% during the second quarter. Artisan Partners Limited Partnership now owns 9,849,868 shares of the semiconductor company’s stock valued at $958,786,000 after buying an additional 2,575,456 shares during the last quarter. Sei Investments Co. boosted its position in shares of Lam Research by 103.5% during the second quarter. Sei Investments Co. now owns 3,049,460 shares of the semiconductor company’s stock worth $296,833,000 after buying an additional 1,550,842 shares during the period. Finally, Voya Investment Management LLC grew its holdings in Lam Research by 48.9% in the 3rd quarter. Voya Investment Management LLC now owns 4,445,681 shares of the semiconductor company’s stock worth $594,620,000 after buying an additional 1,460,622 shares in the last quarter. Institutional investors own 84.61% of the company’s stock.

More Lam Research News

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

• Positive Sentiment: IBM partnership announced to advance sub‑1nm logic scaling, covering novel materials, advanced processes and High‑NA EUV techniques — a strategic win that reinforces Lam’s role in next‑generation node toolsets and long‑term TAM expansion. IBM and Lam Research Announce Collaboration
• Positive Sentiment: Barclays raised its firm price target on LRCX to $255 (equal weight) and the bank also boosted chip‑gear spending estimates — both moves support a stronger revenue outlook for wafer‑fab equipment suppliers and lift investor sentiment for Lam. Barclays Price Target Raise
• Positive Sentiment: Inclusion in the S&P 100 (effective March 23) and a sector rebound into semiconductor‑equipment names are drawing flows into LRCX, supporting near‑term demand from passive and active investors. QuiverQuant Coverage
• Positive Sentiment: Short interest fell ~20.7% in February to ~26.1M shares (about 2.1% of float) and days‑to‑cover is ~3.0 — reduced short exposure can remove a source of selling pressure and amplify rally momentum when demand improves. (data summary)
• Neutral Sentiment: Industry note: analysts and outlets are reassessing valuation after a very strong 1‑year run and recent pullback; Lam’s outperformance raises questions about near‑term multiples even as fundamentals remain strong. Valuation Assessment
• Negative Sentiment: Significant insider selling has been reported in recent months (multiple executives selling shares) and some large institutional rebalancing occurred (e.g., UBS trimmed a very large position in Q4 2025) — these can be interpreted as supply signals or portfolio adjustments that cap upside if sustained. Insider & Institutional Activity

Wall Street Analysts Forecast Growth

Several research firms recently commented on LRCX. The Goldman Sachs Group set a $262.00 target price on Lam Research and gave the company a “buy” rating in a research report on Thursday, January 29th. Weiss Ratings reissued a “buy (b)” rating on shares of Lam Research in a research note on Monday, December 29th. Morgan Stanley raised their price target on Lam Research from $244.00 to $254.00 and gave the company an “equal weight” rating in a report on Wednesday, February 25th. Wells Fargo & Company lifted their price objective on shares of Lam Research from $250.00 to $290.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $200.00 price objective (up from $175.00) on shares of Lam Research in a report on Monday, December 15th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $245.35.

Insiders Place Their Bets

In other news, CFO Douglas R. Bettinger sold 50,057 shares of the firm’s stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $224.03, for a total transaction of $11,214,269.71. Following the completion of the sale, the chief financial officer directly owned 1,081,705 shares of the company’s stock, valued at $242,334,371.15. This trade represents a 4.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, 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 transaction, the director owned 253,705 shares in the company, valued at $57,235,848. The trade was a 12.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 130,886 shares of company stock worth $29,658,802. 0.31% of the stock is owned by insiders.

Lam Research Price Performance

NASDAQ:LRCX opened at $215.23 on Wednesday. The company has a quick ratio of 1.61, a current ratio of 2.26 and a debt-to-equity ratio of 0.37. The business’s 50-day moving average price is $222.49 and its 200 day moving average price is $171.33. Lam Research Corporation has a 52-week low of $56.32 and a 52-week high of $256.68. The firm has a market cap of $268.77 billion, a P/E ratio of 44.10, a PEG ratio of 2.27 and a beta of 1.77.

Lam Research (NASDAQ:LRCX) last issued its quarterly earnings results on Wednesday, January 28th. The semiconductor company reported $1.27 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.10. The company had revenue of $5.34 billion during 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 was up 22.1% on a year-over-year basis. During the same period in the prior year, the company earned $0.91 EPS. 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 firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 8th. Investors of record on Wednesday, March 4th will be issued a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Wednesday, March 4th. Lam Research’s dividend payout ratio (DPR) 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.