HighTower Advisors LLC Purchases 12,619 Shares of Lam Research Corporation $LRCX

HighTower Advisors LLC grew its position in Lam Research Corporation (NASDAQ:LRCX) by 1.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,089,194 shares of the semiconductor company’s stock after purchasing an additional 12,619 shares during the quarter. HighTower Advisors LLC owned approximately 0.09% of Lam Research worth $145,844,000 as of its most recent filing with the SEC.

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

Insider Transactions at Lam Research

In other news, Director Eric Brandt sold 35,000 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $225.60, for a total value of $7,896,000.00. Following the completion of the sale, the director owned 253,705 shares in the company, valued at $57,235,848. This represents a 12.12% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.31% of the stock is owned by corporate insiders.

Lam Research News Summary

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

• Positive Sentiment: Analysts point to secular trends (AI, advanced nodes, foundry expansion) as drivers for Lam’s long‑term growth, supporting investor confidence in sustained demand for its etch and deposition tools. Analysts Cite Secular Trends For Lam Research Corporation (LRCX)’s Development
• Positive Sentiment: Lam announced leadership changes and new partnerships aimed at positioning the company for next‑generation chip demand — a strategic move investors view as reinforcing execution and market share potential. Lam Research Reshapes Leadership And Partnerships For Next Generation Chip Demand
• Neutral Sentiment: Published analyses asking whether Lam has a long runway for growth provide deeper context (valuation vs. growth opportunities) but don’t introduce new company‑specific catalysts. These pieces help frame investor debate rather than change fundamentals. Does Lam Research Corporation (LRCX) Have a Long Runway for Growth?
• Neutral Sentiment: Short‑interest reports show “0 shares” and NaN changes for early February — data that appears erroneous and is unlikely to be a meaningful market signal. Treat the short‑interest items as noise until corrected data is released.
• Negative Sentiment: A headline reporting insider selling coincided with a short‑term price dip; insider sales can weigh on sentiment even if they’re routine or non‑indicative of company fundamentals. Lam Research (NASDAQ:LRCX) Stock Price Down 1.2% on Insider Selling

Lam Research Trading Up 1.8%

LRCX opened at $235.53 on Monday. Lam Research Corporation has a fifty-two week low of $56.32 and a fifty-two week high of $251.87. The firm has a market capitalization of $294.12 billion, a PE ratio of 48.26, a P/E/G ratio of 2.53 and a beta of 1.78. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.26 and a quick ratio of 1.61. The company’s 50-day moving average is $201.76 and its 200 day moving average is $155.74.

Lam Research (NASDAQ:LRCX) last issued its quarterly earnings data on Wednesday, January 28th. The semiconductor company reported $1.27 EPS for the quarter, topping analysts’ consensus estimates of $1.17 by $0.10. Lam Research had a return on equity of 62.81% and a net margin of 30.22%.The firm had revenue of $5.34 billion during the quarter, compared to analyst estimates of $5.23 billion. During the same period in the previous year, the company posted $0.91 EPS. The company’s revenue for the quarter was up 22.1% on a year-over-year basis. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. As a group, research analysts predict that Lam Research Corporation will post 3.71 earnings per share for the current fiscal year.

Lam Research Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Wednesday, March 4th will be paid a dividend of $0.26 per share. The ex-dividend date is Wednesday, March 4th. This represents a $1.04 annualized dividend and a yield of 0.4%. Lam Research’s dividend payout ratio (DPR) is 21.31%.

Analyst Ratings Changes

Several analysts have recently weighed in on LRCX shares. Wall Street Zen lowered shares of Lam Research from a “buy” rating to a “hold” rating in a research note on Saturday, November 8th. Mizuho set a $265.00 price target on shares of Lam Research in a report on Wednesday, January 28th. HSBC lifted their price target on shares of Lam Research from $181.00 to $221.00 and gave the company a “hold” rating in a research note on Friday, January 30th. Susquehanna set a $325.00 price objective on shares of Lam Research and gave the stock a “positive” rating in a research report on Thursday, January 29th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Lam Research in a research note on Monday, December 29th. 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. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $244.88.

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.