Center for Financial Planning Inc. Purchases 3,487 Shares of Lam Research Corporation $LRCX

Center for Financial Planning Inc. acquired a new position in Lam Research Corporation (NASDAQ:LRCX) during the third quarter, Holdings Channel reports. The firm acquired 3,487 shares of the semiconductor company’s stock, valued at approximately $1,146,000.

Other large investors also recently added to or reduced their stakes in the company. Cedar Mountain Advisors LLC increased its stake in Lam Research by 242.9% in the 1st quarter. Cedar Mountain Advisors LLC now owns 120 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 85 shares during the last quarter. Paladin Partners LLC purchased a new stake in shares of Lam Research in the 2nd quarter valued at about $26,000. Quintet Private Bank Europe S.A. boosted its position in shares of Lam Research by 100.0% during the 3rd quarter. Quintet Private Bank Europe S.A. now owns 100 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 50 shares during the last quarter. Dakota Community Bank & Trust NA bought a new stake in shares of Lam Research during the 3rd quarter valued at about $33,000. Finally, Pin Oak Investment Advisors Inc. purchased a new position in shares of Lam Research during the second quarter worth about $35,000. Institutional investors own 84.61% of the company’s stock.

Insider Buying and Selling

In related news, Director Bethany Mayer sold 9,557 shares of the business’s stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $314.74, for a total value of $3,007,970.18. Following the completion of the sale, the director owned 20,995 shares in the company, valued at $6,607,966.30. The trade was a 31.28% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Ava Harter sold 5,000 shares of the company’s stock in a transaction that occurred on Monday, August 31st. The stock was sold at an average price of $302.46, for a total value of $1,512,300.00. Following the completion of the sale, the insider directly owned 42,462 shares of the company’s stock, valued at approximately $12,843,056.52. This represents a 10.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.31% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on LRCX shares. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $375.00 price objective on shares of Lam Research in a research report on Monday, October 19th. Weiss Ratings downgraded shares of Lam Research from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, September 4th. HSBC reiterated a “hold” rating and set a $333.00 target price on shares of Lam Research in a research report on Monday, July 27th. Cantor Fitzgerald set a $500.00 price target on shares of Lam Research and gave the stock an “overweight” rating in a research note on Monday, June 29th. Finally, TD Cowen reissued a “buy” rating and issued a $400.00 price target (up from $340.00) on shares of Lam Research in a research note on Thursday, July 9th. Twenty-six equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $360.23.

Key Stories Impacting Lam Research

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

• Positive Sentiment: Lam Research stock gained despite a Citi price-target cut, suggesting investor confidence in the company’s fundamentals and AI-related demand outweighed the more cautious valuation view. Lam Research Stocks Gain 4.3% Despite Citi’s Target Cut
• Positive Sentiment: An analyst upgraded Lam Research, arguing that the stock’s decline has improved its risk-reward profile and that the underlying financial outlook has strengthened. Lam Research: Down 29% Since My Sell Call, But The Math Has Changed
• Positive Sentiment: An analyst raised the company’s fiscal 2027 EPS forecast, reinforcing expectations for continued earnings growth. FY2027 EPS Forecast for Lam Research Raised by Analyst
• Positive Sentiment: Long-term investment analyses remain bullish, citing strong cash flow, semiconductor demand and exposure to artificial-intelligence infrastructure as potential drivers of further upside. Lam Research vs. AMAT and KLAC Why Lam Research Is a Top Growth Stock
• Neutral Sentiment: A roundup of analyst actions involving LRCX indicates changing Wall Street views, but the specific recommendations and targets were mixed. Analyst Upgrades and Downgrades
• Neutral Sentiment: Reported short interest totaled zero shares, implying no measurable short-selling pressure; however, the unusual figure may reflect a reporting or data issue rather than a meaningful market signal.
• Negative Sentiment: Citi’s lower price target highlights valuation and near-term uncertainty, creating a potential headwind even though the broader market reaction was positive. Analysts Offer Insights on Lam Research
• Negative Sentiment: Recent weakness across AI and chip stocks, along with concerns about supply constraints and sharp sector corrections, shows that LRCX remains exposed to elevated semiconductor volatility. Chip Stocks to Buy After Their Worst Day Since June

Lam Research Trading Up 3.2%

NASDAQ LRCX opened at $237.50 on Tuesday. The stock’s 50-day simple moving average is $302.39 and its two-hundred day simple moving average is $282.90. Lam Research Corporation has a twelve month low of $135.50 and a twelve month high of $438.50. The company has a quick ratio of 1.86, a current ratio of 2.48 and a debt-to-equity ratio of 0.27. The company has a market capitalization of $296.68 billion, a price-to-earnings ratio of 35.39, a PEG ratio of 0.86 and a beta of 1.85.

Lam Research (NASDAQ:LRCX) last posted its quarterly earnings data on Wednesday, October 21st. The semiconductor company reported $2.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.18 by $0.02. Lam Research had a return on equity of 72.15% and a net margin of 32.34%. The firm had revenue of $8.22 billion during the quarter, compared to analysts’ expectations of $8.14 billion. During the same period in the prior year, the business earned $1.26 EPS. The company’s revenue for the quarter was up 54.4% compared to the same quarter last year. Research analysts forecast that Lam Research Corporation will post 9.48 EPS for the current fiscal year.

Lam Research Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 14th. Investors of record on Wednesday, September 23rd were issued a dividend of $0.33 per share. The ex-dividend date of this dividend was Wednesday, September 23rd. This represents a $1.32 dividend on an annualized basis and a dividend yield of 0.6%. This is a positive change from Lam Research’s previous quarterly dividend of $0.26. Lam Research’s payout ratio is 19.67%.

About Lam Research

Lam Research Corporation (NASDAQ:LRCX) is a semiconductor equipment company that develops and manufactures systems used to fabricate integrated circuits. Its technologies support key stages of wafer processing, helping semiconductor manufacturers create the increasingly complex structures found in memory, logic and other types of chips.

The company’s product portfolio includes etch systems, which selectively remove materials from wafers; deposition systems, which apply thin films; and cleaning solutions used to remove contaminants and residue during manufacturing.