Lam Research (NASDAQ:LRCX) Stock Unloaded Sen. Sheldon Whitehouse

Posted by Stuart Ham on Sep 5th, 2026

Senator Sheldon Whitehouse (Democratic-Rhode Island) recently sold shares of Lam Research Corporation (NASDAQ:LRCX). In a filing disclosed on September 02nd, the Senator disclosed that they had sold between $1,001 and $15,000 in Lam Research stock on August 13th.

Senator Sheldon Whitehouse also recently made the following trade(s):

Sold $15,001 – $50,000 in shares of NVIDIA (NASDAQ:NVDA) on 8/13/2026.
Sold $1,001 – $15,000 in shares of NVIDIA (NASDAQ:NVDA) on 8/13/2026.
Sold $1,001 – $15,000 in shares of Amgen (NASDAQ:AMGN) on 8/12/2026.
Sold $1,001 – $15,000 in shares of Lowe’s Companies (NYSE:LOW) on 7/20/2026.
Sold $15,001 – $50,000 in shares of NVIDIA (NASDAQ:NVDA) on 6/30/2026.
Sold $1,001 – $15,000 in shares of Crown Castle (NYSE:CCI) on 6/25/2026.
Purchased $15,001 – $50,000 in shares of Coherent (NYSE:COHR) on 6/25/2026.
Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 6/25/2026.
Sold $15,001 – $50,000 in shares of Apple (NASDAQ:AAPL) on 6/24/2026.

Lam Research Price Performance

Lam Research stock opened at $307.65 on Friday. The stock has a market cap of $384.97 billion, a price-to-earnings ratio of 53.41, a PEG ratio of 1.16 and a beta of 1.85. The company has a quick ratio of 1.91, a current ratio of 2.63 and a debt-to-equity ratio of 0.30. The business has a 50-day simple moving average of $321.34 and a 200 day simple moving average of $291.39. Lam Research Corporation has a 52 week low of $100.68 and a 52 week high of $438.50.

Lam Research (NASDAQ:LRCX – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The semiconductor company reported $1.82 earnings per share for the quarter, beating the consensus estimate of $1.69 by $0.13. Lam Research had a return on equity of 67.60% and a net margin of 31.27%.The firm had revenue of $6.72 billion for the quarter, compared to analysts’ expectations of $6.66 billion. During the same quarter last year, the firm posted $1.33 EPS. The company’s revenue was up 30.0% compared to the same quarter last year. Lam Research has set its Q1 2027 guidance at 2.000-2.300 EPS. On average, research analysts forecast that Lam Research Corporation will post 9.33 earnings per share for the current fiscal year.

Lam Research Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 14th. Investors of record on Wednesday, September 23rd will be given a dividend of $0.33 per share. The ex-dividend date is Wednesday, September 23rd. This is a positive change from Lam Research’s previous quarterly dividend of $0.26. This represents a $1.32 annualized dividend and a yield of 0.4%. Lam Research’s dividend payout ratio (DPR) is presently 18.06%.

Institutional Investors Weigh In On Lam Research

A number of large investors have recently made changes to their positions in LRCX. Brighton Jones LLC boosted its holdings in Lam Research by 1,032.4% in the fourth quarter. Brighton Jones LLC now owns 14,189 shares of the semiconductor company’s stock valued at $1,025,000 after acquiring an additional 12,936 shares in the last quarter. Caxton Associates LLP bought a new position in Lam Research in the first quarter worth about $239,000. Gabelli Funds LLC bought a new stake in Lam Research during the 2nd quarter valued at approximately $253,000. NewEdge Advisors LLC grew its holdings in shares of Lam Research by 2.7% during the 2nd quarter. NewEdge Advisors LLC now owns 100,528 shares of the semiconductor company’s stock worth $9,785,000 after acquiring an additional 2,661 shares during the period. Finally, Osterweis Capital Management Inc. boosted its position in shares of Lam Research by 5,206.7% during the second quarter. Osterweis Capital Management Inc. now owns 796 shares of the semiconductor company’s stock valued at $77,000 after purchasing an additional 781 shares in the last quarter. 84.61% of the stock is currently owned by institutional investors.

More Lam Research News

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

Positive Sentiment: Lam Research’s record June-quarter results and outlook remain key catalysts. Revenue reached $6.72 billion, up 30% year over year, while adjusted earnings exceeded analysts’ expectations. Management guided for approximately $8.10 billion in September-quarter revenue, reinforcing confidence in continued AI- and advanced-chip-related demand. Lam Research gains as investors build on strong guidance and recent shareholder-friendly updates
Positive Sentiment: The company broke ground on a new Oregon research laboratory and plans to invest more than $3 billion in its global lab network over five years. The investment is intended to support semiconductor research tied to artificial intelligence and next-generation chip production. Lam Research Oregon laboratory announcement
Positive Sentiment: Lam Research raised its quarterly dividend by approximately 27% to $0.33 per share, improving the stock’s shareholder-return profile after its record quarter. Lam Research dividend increase
Positive Sentiment: Options activity and bullish institutional positioning may be adding to momentum. More than 1,600 institutions reportedly increased their holdings in the latest quarter, while recent analyst targets—including several between $400 and $500—remain above the current trading range. Lam Research options market article
Neutral Sentiment: The dividend increase has attracted attention as investors seek income and quality amid geopolitical and inflation concerns, although broader market volatility could continue to affect semiconductor stocks. Stocks with dividend hikes article
Negative Sentiment: Insiders have reported only sales—not purchases—in the past six months, including transactions by CEO Timothy Archer and other executives. That activity may raise concerns about valuation or profit-taking.
Negative Sentiment: After substantial long-term gains, some commentary argues that LRCX is fully valued, with elevated valuation metrics leaving less room for disappointment-free execution. UBS also recently lowered its price target to $425, despite remaining above the current share price. UBS lowers Lam Research price target

Wall Street Analysts Forecast Growth

LRCX has been the subject of several research analyst reports. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $320.00 price target on shares of Lam Research in a research note on Thursday, July 30th. Wall Street Zen cut Lam Research from a “buy” rating to a “hold” rating in a report on Sunday, May 10th. Wells Fargo & Company restated an “overweight” rating and issued a $350.00 target price (down from $450.00) on shares of Lam Research in a research report on Thursday, July 30th. UBS Group reduced their price target on shares of Lam Research from $435.00 to $425.00 and set a “buy” rating on the stock in a research report on Tuesday. Finally, Raymond James Financial set a $425.00 price target on shares of Lam Research in a research note on Wednesday, June 10th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $358.97.

View Our Latest Report on Lam Research

Insider Activity

In related news, insider Ava Harter sold 5,000 shares of the stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $302.46, for a total value of $1,512,300.00. Following the completion of the transaction, the insider directly owned 42,462 shares in the company, valued at $12,843,056.52. This trade represents a 10.53% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Abhijit Talwalkar sold 18,282 shares of the firm’s stock in a transaction that occurred on Monday, July 13th. The shares were sold at an average price of $335.00, for a total transaction of $6,124,470.00. Following the transaction, the director directly owned 87,142 shares of the company’s stock, valued at $29,192,570. This represents a 17.34% 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. In the last 90 days, insiders have sold 77,782 shares of company stock worth $26,755,370. Corporate insiders own 0.31% of the company’s stock.

About Senator Whitehouse

Sheldon Whitehouse (Democratic Party) is a member of the U.S. Senate from Rhode Island. He assumed office on January 3, 2007. His current term ends on January 3, 2031.

Whitehouse (Democratic Party) ran for re-election to the U.S. Senate to represent Rhode Island. He won in the general election on November 5, 2024.

About Lam Research

(Get Free Report)

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.