Van Lanschot Kempen Investment Management N.V. Acquires 144,861 Shares of Lam Research Corporation $LRCX

Van Lanschot Kempen Investment Management N.V. increased its holdings in shares of Lam Research Corporation (NASDAQ:LRCX) by 270.4% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 198,425 shares of the semiconductor company’s stock after acquiring an additional 144,861 shares during the period. Van Lanschot Kempen Investment Management N.V.’s holdings in Lam Research were worth $33,966,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of LRCX. Fideuram Asset Management Ireland dac bought a new stake in Lam Research during the 4th quarter valued at $10,035,000. Generali Investments Management Co LLC raised its position in Lam Research by 62.0% during the 4th quarter. Generali Investments Management Co LLC now owns 36,274 shares of the semiconductor company’s stock valued at $6,209,000 after purchasing an additional 13,878 shares in the last quarter. Thoroughbred Financial Services LLC raised its position in Lam Research by 115.2% during the 3rd quarter. Thoroughbred Financial Services LLC now owns 22,198 shares of the semiconductor company’s stock valued at $2,972,000 after purchasing an additional 11,883 shares in the last quarter. Vanguard Group Inc. raised its position in Lam Research by 0.3% during the 3rd quarter. Vanguard Group Inc. now owns 130,974,214 shares of the semiconductor company’s stock valued at $17,537,447,000 after purchasing an additional 364,949 shares in the last quarter. Finally, Hillsdale Investment Management Inc. bought a new stake in Lam Research during the 3rd quarter valued at $1,229,000. 84.61% of the stock is owned by institutional investors.

Insider Buying and Selling at Lam Research

In other news, SVP Neil J. Fernandes sold 18,170 shares of the business’s stock in a transaction on Friday, May 1st. The stock was sold at an average price of $255.14, for a total value of $4,635,893.80. Following the completion of the transaction, the senior vice president directly owned 66,129 shares of the company’s stock, valued at approximately $16,872,153.06. The trade was a 21.55% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ava Harter sold 6,010 shares of the business’s stock in a transaction on Monday, April 27th. The stock was sold at an average price of $258.66, for a total value of $1,554,546.60. Following the completion of the transaction, the insider directly owned 53,205 shares of the company’s stock, valued at approximately $13,762,005.30. The trade was a 10.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 31,839 shares of company stock valued at $8,561,667. Corporate insiders own 0.31% of the company’s stock.

Key Lam Research News

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

• Positive Sentiment: Lam Research is benefiting from renewed optimism around wafer-fab equipment demand, with management recently raising its 2026 WFE market forecast to $140 billion and analysts lifting price targets on expectations that AI-driven chip investment will stay strong. Article Title
• Positive Sentiment: Recent coverage highlighted Lam Research as a core beneficiary of the AI infrastructure boom, with Barclays reiterating constructive views on chip-equipment names and investors focusing on ongoing spending for new semiconductor supply. Article Title
• Positive Sentiment: Lam Research’s recent earnings outperformance and upbeat guidance continue to support the bullish case, with the company beating estimates and projecting stronger revenue momentum into upcoming quarters. Article Title
• Neutral Sentiment: Some recent pieces focus on valuation after the AI-driven rally, suggesting investors are now weighing how much upside is already priced in after a sharp run-up. Article Title
• Negative Sentiment: Broader semiconductor stocks have remained volatile, and one recent session saw LRCX fall more steeply than the market, showing that the stock can still be pressured by sector-wide AI and macro swings. Article Title

Lam Research Trading Up 1.2%

LRCX opened at $366.81 on Friday. The firm has a market cap of $458.72 billion, a price-to-earnings ratio of 69.21, a PEG ratio of 3.00 and a beta of 1.85. The company has a current ratio of 2.54, a quick ratio of 1.77 and a debt-to-equity ratio of 0.35. Lam Research Corporation has a 12 month low of $87.75 and a 12 month high of $373.82. The stock has a fifty day moving average price of $286.10 and a 200-day moving average price of $233.58.

Lam Research (NASDAQ:LRCX) last released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.47 EPS for the quarter, topping the consensus estimate of $1.36 by $0.11. The firm had revenue of $5.84 billion during the quarter, compared to analyst estimates of $5.70 billion. Lam Research had a return on equity of 66.21% and a net margin of 30.94%.The business’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same period in the previous year, the company posted $1.04 EPS. Lam Research has set its Q4 2026 guidance at 1.500-1.800 EPS. As a group, equities research analysts anticipate that Lam Research Corporation will post 5.67 earnings per share for the current fiscal year.

Lam Research Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 8th. Stockholders of record on Wednesday, June 17th will be given a $0.26 dividend. This represents a $1.04 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Wednesday, June 17th. Lam Research’s payout ratio is presently 19.62%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on LRCX shares. Royal Bank Of Canada lifted their target price on Lam Research from $290.00 to $310.00 and gave the company an “outperform” rating in a research report on Thursday, April 23rd. Seaport Research Partners started coverage on Lam Research in a research report on Monday, May 4th. They set a “buy” rating and a $300.00 target price for the company. Wells Fargo & Company reaffirmed an “overweight” rating and set a $575.00 target price (up from $320.00) on shares of Lam Research in a research report on Monday, June 1st. Raymond James Financial set a $425.00 target price on Lam Research in a research report on Wednesday. Finally, Zacks Research lowered Lam Research from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 6th. Twenty-eight analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $322.01.

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.