Lam Research Corporation $LRCX Shares Bought by Fiduciary Family Office LLC

Fiduciary Family Office LLC raised its position in Lam Research Corporation (NASDAQ:LRCX) by 23.2% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 15,603 shares of the semiconductor company’s stock after purchasing an additional 2,939 shares during the period. Fiduciary Family Office LLC’s holdings in Lam Research were worth $1,519,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of LRCX. Smallwood Wealth Investment Management LLC acquired a new stake in Lam Research in the first quarter valued at $26,000. IMG Wealth Management Inc. acquired a new stake in shares of Lam Research during the second quarter valued at $26,000. REAP Financial Group LLC acquired a new stake in shares of Lam Research during the second quarter valued at $31,000. 1 North Wealth Services LLC acquired a new stake in shares of Lam Research during the first quarter valued at $36,000. Finally, Rossby Financial LCC acquired a new stake in shares of Lam Research during the first quarter valued at $37,000. Institutional investors and hedge funds own 84.61% of the company’s stock.

Analyst Upgrades and Downgrades

LRCX has been the topic of a number of analyst reports. Wells Fargo & Company increased their price objective on Lam Research from $98.00 to $135.00 and gave the company an “equal weight” rating in a research note on Thursday, October 2nd. Summit Insights lowered Lam Research from a “buy” rating to a “hold” rating in a research note on Thursday, July 31st. HSBC set a $127.00 price objective on Lam Research and gave the company a “hold” rating in a research note on Tuesday, September 30th. Barclays set a $142.00 price objective on Lam Research and gave the company an “equal weight” rating in a research note on Monday. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Lam Research in a research note on Wednesday, October 8th. Twenty-three research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $128.04.

Lam Research Stock Performance

NASDAQ LRCX opened at $144.05 on Tuesday. The business’s 50-day moving average price is $119.90 and its 200 day moving average price is $97.75. Lam Research Corporation has a twelve month low of $56.32 and a twelve month high of $153.70. The company has a market capitalization of $181.65 billion, a PE ratio of 34.63, a price-to-earnings-growth ratio of 1.72 and a beta of 1.84. The company has a current ratio of 2.21, a quick ratio of 1.55 and a debt-to-equity ratio of 0.38.

Lam Research (NASDAQ:LRCX) last released its earnings results on Wednesday, July 30th. The semiconductor company reported $1.33 earnings per share for the quarter, topping the consensus estimate of $1.21 by $0.12. Lam Research had a return on equity of 58.17% and a net margin of 29.07%.The firm had revenue of $5.17 billion for the quarter, compared to the consensus estimate of $4.99 billion. During the same period in the prior year, the business posted $1.03 earnings per share. The firm’s revenue for the quarter was up 33.6% compared to the same quarter last year. Lam Research has set its Q1 2026 guidance at 1.100-1.300 EPS. On average, research analysts predict that Lam Research Corporation will post 3.71 earnings per share for the current year.

Lam Research Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 15th. Stockholders of record on Wednesday, September 24th were issued a $0.26 dividend. This is a positive change from Lam Research’s previous quarterly dividend of $0.23. The ex-dividend date was Wednesday, September 24th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.7%. Lam Research’s dividend payout ratio (DPR) is 25.00%.

Insider Activity at Lam Research

In other news, SVP Vahid Vahedi sold 52,190 shares of the firm’s stock in a transaction dated Monday, October 13th. The stock was sold at an average price of $138.90, for a total value of $7,249,191.00. Following the transaction, the senior vice president directly owned 251,047 shares in the company, valued at $34,870,428.30. This trade represents a 17.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.31% of the stock is currently owned by company insiders.

Lam Research Company Profile

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products.