Decker Retirement Planning Inc. Buys 13,463 Shares of Lam Research Corporation $LRCX

Posted by Brian Himes on Jun 26th, 2026

Decker Retirement Planning Inc. lifted its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 49.6% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 40,599 shares of the semiconductor company’s stock after purchasing an additional 13,463 shares during the quarter. Lam Research comprises about 3.9% of Decker Retirement Planning Inc.’s portfolio, making the stock its 5th largest holding. Decker Retirement Planning Inc.’s holdings in Lam Research were worth $8,674,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC increased its stake in Lam Research by 1,032.4% during the 4th quarter. Brighton Jones LLC now owns 14,189 shares of the semiconductor company’s stock valued at $1,025,000 after purchasing an additional 12,936 shares in the last quarter. Caxton Associates LLP purchased a new position in shares of Lam Research in the first quarter worth $239,000. Gabelli Funds LLC acquired a new stake in shares of Lam Research during the second quarter worth $253,000. NewEdge Advisors LLC lifted its stake in shares of Lam Research by 2.7% during the second quarter. NewEdge Advisors LLC now owns 100,528 shares of the semiconductor company’s stock worth $9,785,000 after buying an additional 2,661 shares during the period. Finally, Osterweis Capital Management Inc. grew its holdings 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 buying an additional 781 shares during the last quarter. 84.61% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Lam Research

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

Positive Sentiment: Lam Research opened a new Boise office to get closer to Micron’s memory expansion, reinforcing its role as a key supplier in advanced memory manufacturing and signaling deeper customer engagement. Lam Research (LRCX) Opens Boise Office To Get Closer To Micron’s Memory Expansion
Positive Sentiment: Micron’s strong quarterly earnings and upbeat outlook are helping push chip stocks higher, which supports sentiment for Lam Research because it supplies equipment used in memory chip production. Micron Q3 earnings beat sends stock surging 18% premarket
Positive Sentiment: Wells Fargo raised its price target on Lam Research to $450 from $365 and kept an Overweight rating, reflecting growing confidence in semiconductor capital equipment demand. Wells Fargo Raises its Price Target on Lam Research (LRCX)
Positive Sentiment: Lam Research received an average brokerage recommendation of “Moderate Buy,” adding to the bullish analyst backdrop. Lam Research Corporation (NASDAQ:LRCX) Receives Average Recommendation of “Moderate Buy” from Brokerages
Neutral Sentiment: Lam Research was said to have “short interest” data showing 0 shares, which appears to be a data anomaly and does not provide a meaningful trading signal.

Lam Research Price Performance

Shares of LRCX opened at $401.82 on Friday. The business’s 50-day moving average is $311.62 and its two-hundred day moving average is $248.67. The company has a market capitalization of $502.50 billion, a P/E ratio of 75.82, a P/E/G ratio of 3.09 and a beta of 1.85. Lam Research Corporation has a fifty-two week low of $90.93 and a fifty-two week high of $409.75. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.77 and a current ratio of 2.54.

Lam Research (NASDAQ:LRCX – Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The semiconductor company reported $1.47 earnings per share (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 business had revenue of $5.84 billion during the quarter, compared to analysts’ expectations of $5.70 billion. During the same quarter in the previous year, the firm posted $1.04 EPS. The company’s revenue for the quarter was up 23.8% on a year-over-year basis. Lam Research has set its Q4 2026 guidance at 1.500-1.800 EPS. Research analysts predict that Lam Research Corporation will post 5.7 earnings per share for the current year.

Lam Research Dividend Announcement

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

Insiders Place Their Bets

In other news, Director Eric Brandt sold 54,500 shares of Lam Research stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $350.80, for a total transaction of $19,118,600.00. Following the completion of the transaction, the director directly owned 199,205 shares of the company’s stock, valued at $69,881,114. The trade was a 21.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Neil J. Fernandes sold 7,659 shares of the business’s stock in a transaction on Monday, June 1st. The shares were sold at an average price of $309.60, for a total transaction of $2,371,226.40. Following the completion of the transaction, the senior vice president owned 58,470 shares of the company’s stock, valued at approximately $18,102,312. This represents a 11.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 86,339 shares of company stock worth $27,680,267. Corporate insiders own 0.31% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on LRCX. Zacks Research lowered Lam Research from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 6th. Deutsche Bank Aktiengesellschaft boosted their price target on Lam Research from $300.00 to $325.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Jefferies Financial Group increased their price objective on Lam Research from $285.00 to $315.00 and gave the company a “buy” rating in a report on Thursday, April 23rd. Bank of America raised their price objective on Lam Research from $330.00 to $480.00 and gave the stock a “buy” rating in a research note on Tuesday. Finally, TD Cowen lifted their target price on Lam Research from $290.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Twenty-eight research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, Lam Research has a consensus rating of “Moderate Buy” and an average price target of $334.43.

View Our Latest Research Report on Lam Research

Lam Research 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.