Canada Post Corp Registered Pension Plan Sells 2,289 Shares of Lam Research Corporation $LRCX

Posted by Brian Himes on May 17th, 2026

Canada Post Corp Registered Pension Plan reduced its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 1.5% during the 4th quarter, Holdings Channel reports. The fund owned 151,026 shares of the semiconductor company’s stock after selling 2,289 shares during the period. Lam Research makes up about 1.0% of Canada Post Corp Registered Pension Plan’s investment portfolio, making the stock its 16th largest position. Canada Post Corp Registered Pension Plan’s holdings in Lam Research were worth $25,853,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of the stock. Vanguard Group Inc. raised its holdings in Lam Research by 0.3% in 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 acquiring an additional 364,949 shares during the period. State Street Corp raised its holdings in Lam Research by 0.4% in the 3rd quarter. State Street Corp now owns 59,817,352 shares of the semiconductor company’s stock valued at $8,024,684,000 after acquiring an additional 265,805 shares during the period. Invesco Ltd. raised its holdings in Lam Research by 18.2% in the 3rd quarter. Invesco Ltd. now owns 21,182,948 shares of the semiconductor company’s stock valued at $2,836,397,000 after acquiring an additional 3,263,658 shares during the period. Arrowstreet Capital Limited Partnership raised its holdings in Lam Research by 781.3% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 11,340,865 shares of the semiconductor company’s stock valued at $1,518,542,000 after acquiring an additional 10,053,978 shares during the period. Finally, Legal & General Group Plc raised its holdings in Lam Research by 1.9% in the 3rd quarter. Legal & General Group Plc now owns 11,088,344 shares of the semiconductor company’s stock valued at $1,484,729,000 after acquiring an additional 208,670 shares during the period. 84.61% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Lam Research news, CFO Douglas R. Bettinger sold 50,057 shares of the firm’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $224.03, for a total value of $11,214,269.71. Following the sale, the chief financial officer owned 1,081,705 shares in the company, valued at $242,334,371.15. This trade represents a 4.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Ava Harter sold 6,010 shares of the firm’s stock in a transaction that occurred on Monday, April 27th. The shares were sold at an average price of $258.66, for a total transaction of $1,554,546.60. Following the completion of the sale, the insider owned 53,205 shares in the company, valued at $13,762,005.30. This represents a 10.15% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 120,066 shares of company stock worth $27,953,242. Corporate insiders own 0.31% of the company’s stock.

Lam Research Stock Performance

NASDAQ LRCX opened at $284.72 on Friday. The company has a current ratio of 2.54, a quick ratio of 1.77 and a debt-to-equity ratio of 0.35. The firm has a market capitalization of $356.06 billion, a price-to-earnings ratio of 53.72, a P/E/G ratio of 2.36 and a beta of 1.81. The firm’s 50 day simple moving average is $246.23 and its 200 day simple moving average is $210.73. Lam Research Corporation has a 1 year low of $79.49 and a 1 year high of $302.00.

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

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the stock. Rothschild & Co Redburn increased their price target on shares of Lam Research from $225.00 to $265.00 and gave the company a “buy” rating in a report on Friday, February 6th. Weiss Ratings lowered shares of Lam Research from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday. Royal Bank Of Canada increased their target price on shares of Lam Research from $290.00 to $310.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Cantor Fitzgerald restated an “overweight” rating and set a $320.00 target price on shares of Lam Research in a research report on Thursday, April 23rd. Finally, Zacks Research lowered shares of Lam Research from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 6th. Twenty-six equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $291.75.

Read Our Latest Analysis on LRCX

Trending Headlines about Lam Research

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

Positive Sentiment: Lam Research is benefiting from AI-driven demand for semiconductor manufacturing equipment, with reports citing record quarterly revenue and EPS, along with expanding margins. Lam Research Rides AI Boom With Record Results And Margin Expansion
Positive Sentiment: Management reportedly lifted its outlook for wafer fabrication equipment spending and advanced packaging revenue, reinforcing expectations for continued growth tied to AI infrastructure. Why Lam Research (LRCX) Is Levered to AI-Driven Wafer Fab and Packaging Spending
Positive Sentiment: Wall Street sentiment remains constructive, with multiple reports pointing to bullish analyst views and higher price targets after the company topped estimates and reached record stock levels. Lam Research (LRCX) Stock Surges Past $300 Milestone as Wall Street Boosts Price Targets
Neutral Sentiment: Several articles focused on Lam Research’s long-term investment appeal and why investors favor the stock, which adds to the positive narrative but does not appear to introduce new catalysts. If You Invested $1000 in Lam Research a Decade Ago, This is How Much It’d Be Worth Now
Neutral Sentiment: Conference-participation news may keep Lam Research visible to investors, but it is not likely to move the stock on its own. Lam Research Corporation Announces Participation at Upcoming Conferences

About Lam Research

(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.