Lam Research Corporation $LRCX Shares Sold by Linscomb Wealth Inc.

Posted by Geri Gentry on May 29th, 2026

Linscomb Wealth Inc. decreased its holdings in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 4.8% during the 4th quarter, HoldingsChannel reports. The fund owned 157,698 shares of the semiconductor company’s stock after selling 7,958 shares during the quarter. Lam Research comprises approximately 1.1% of Linscomb Wealth Inc.’s investment portfolio, making the stock its 15th largest holding. Linscomb Wealth Inc.’s holdings in Lam Research were worth $26,995,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of LRCX. Generali Investments Management Co LLC lifted its holdings 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 worth $6,209,000 after buying an additional 13,878 shares during the last quarter. Lingohr Asset Management GmbH lifted its holdings in Lam Research by 590.7% during the 3rd quarter. Lingohr Asset Management GmbH now owns 59,555 shares of the semiconductor company’s stock worth $7,974,000 after buying an additional 50,933 shares during the last quarter. Mediolanum International Funds Ltd lifted its holdings in Lam Research by 52.0% during the 3rd quarter. Mediolanum International Funds Ltd now owns 262,544 shares of the semiconductor company’s stock worth $34,417,000 after buying an additional 89,856 shares during the last quarter. Thoroughbred Financial Services LLC lifted its holdings 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 worth $2,972,000 after buying an additional 11,883 shares during the last quarter. Finally, Vanguard Group Inc. lifted its holdings 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 worth $17,537,447,000 after buying an additional 364,949 shares during the last quarter. Institutional investors and hedge funds own 84.61% of the company’s stock.

Insider Activity

In other news, insider Ava Harter sold 6,010 shares of Lam Research stock in a transaction on Monday, April 27th. The stock was sold at an average price of $258.66, for a total transaction of $1,554,546.60. Following the transaction, the insider directly owned 53,205 shares in the company, valued at approximately $13,762,005.30. This trade represents a 10.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Douglas R. Bettinger sold 50,057 shares of Lam Research stock in a transaction 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 transaction, the chief financial officer owned 1,081,705 shares in the company, valued at approximately $242,334,371.15. This trade represents a 4.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 120,066 shares of company stock worth $27,953,242. 0.31% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research analysts have commented on LRCX shares. Mizuho set a $380.00 target price on Lam Research and gave the stock an “outperform” rating in a report on Wednesday. Stifel Nicolaus increased their target price on Lam Research from $300.00 to $325.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Citic Securities increased their target price on Lam Research from $165.00 to $275.00 and gave the stock a “buy” rating in a report on Friday, January 30th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $290.00 target price on shares of Lam Research in a report on Thursday, April 23rd. Finally, Jefferies Financial Group increased their target price on Lam Research from $285.00 to $315.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Twenty-seven investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $295.07.

Read Our Latest Report on LRCX

Lam Research News Roundup

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

Positive Sentiment: Applied Materials CEO Gary Dickerson said semiconductors are in their strongest period ever, with AI driving unprecedented computing demand and long-term growth. That upbeat read-through supports suppliers like Lam Research, which sells chipmaking equipment used in advanced semiconductor production. Article Title
Positive Sentiment: Mizuho Securities reiterated a buy rating on Lam Research, reinforcing bullish analyst sentiment around the stock’s earnings power and long-term outlook. Article Title
Neutral Sentiment: Lam Research has strong technical momentum after a huge run over the past year, but the stock is also viewed as expensive, with commentary noting it may be materially overvalued. That combination can keep traders interested while also raising caution about further upside. Article Title
Neutral Sentiment: Short-interest data showed no meaningful change in reported shorts, so this does not appear to be a major new catalyst for the stock.
Negative Sentiment: One market note warned that Lam Research’s valuation is elevated and that new buyers should be cautious, which may temper enthusiasm despite the company’s strong fundamentals. Article Title
Negative Sentiment: Another trading article highlighted heavy put-option activity in Lam Research, suggesting some investors are positioning for downside protection or near-term volatility. Article Title

Lam Research Stock Down 0.3%

Shares of Lam Research stock opened at $318.00 on Friday. Lam Research Corporation has a twelve month low of $79.49 and a twelve month high of $333.33. 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 stock has a market capitalization of $397.68 billion, a price-to-earnings ratio of 60.00, a PEG ratio of 2.64 and a beta of 1.81. The business’s 50 day simple moving average is $262.01 and its 200-day simple moving average is $220.11.

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

Lam Research Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 8th. Investors of record on Wednesday, June 17th will be given a $0.26 dividend. This represents a $1.04 annualized dividend and a yield of 0.3%. The ex-dividend date is Wednesday, June 17th. Lam Research’s dividend payout ratio (DPR) is currently 19.62%.

Lam Research Company Profile

(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.