Lam Research Corporation $LRCX Position Increased by Lansforsakringar Fondforvaltning AB publ

Posted by George Bondi on Jun 30th, 2026

Lansforsakringar Fondforvaltning AB publ grew its holdings in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 3.6% during the first quarter, Holdings Channel reports. The firm owned 423,496 shares of the semiconductor company’s stock after acquiring an additional 14,682 shares during the quarter. Lansforsakringar Fondforvaltning AB publ’s holdings in Lam Research were worth $90,484,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of LRCX. Fideuram Asset Management Ireland dac acquired a new position in shares of Lam Research during the fourth quarter valued at $10,035,000. Generali Investments Management Co LLC lifted its holdings in Lam Research by 62.0% in the fourth quarter. Generali Investments Management Co LLC now owns 36,274 shares of the semiconductor company’s stock worth $6,209,000 after purchasing an additional 13,878 shares during the period. Krilogy Financial LLC lifted its holdings in Lam Research by 19.5% in the first quarter. Krilogy Financial LLC now owns 28,111 shares of the semiconductor company’s stock worth $6,006,000 after purchasing an additional 4,584 shares during the period. Whalen Wealth Management Inc. bought a new position in Lam Research in the 4th quarter valued at about $1,423,000. Finally, Cornerstone Wealth Group LLC grew its position in Lam Research by 648.4% in the 4th quarter. Cornerstone Wealth Group LLC now owns 32,011 shares of the semiconductor company’s stock valued at $5,480,000 after buying an additional 27,734 shares in the last quarter. 84.61% of the stock is currently owned by institutional investors.

Lam Research Stock Performance

Shares of LRCX opened at $410.91 on Tuesday. The firm’s 50 day moving average is $316.90 and its 200-day moving average is $251.92. The stock has a market capitalization of $513.87 billion, a P/E ratio of 77.53, a P/E/G ratio of 3.14 and a beta of 1.85. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.54 and a quick ratio of 1.77. Lam Research Corporation has a 12-month low of $90.93 and a 12-month high of $414.98.

Lam Research (NASDAQ:LRCX – Get Free Report) last released 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. The business had revenue of $5.84 billion during 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 business’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period in the prior year, the business earned $1.04 earnings per share. Lam Research has set its Q4 2026 guidance at 1.500-1.800 EPS. Equities research analysts anticipate that Lam Research Corporation will post 5.68 EPS for the current fiscal year.

Lam Research Announces Dividend

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

Insider Activity

In other news, 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 transaction of $1,554,546.60. Following the sale, the insider directly owned 53,205 shares of the company’s stock, valued at $13,762,005.30. The trade was a 10.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Eric Brandt sold 54,500 shares of the company’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $350.80, for a total value of $19,118,600.00. Following the sale, the director directly owned 199,205 shares of the company’s stock, valued at approximately $69,881,114. This represents a 21.48% 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 sold 86,339 shares of company stock worth $27,680,267. Insiders own 0.31% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have commented on LRCX shares. Barclays restated an “overweight” rating and set a $335.00 price target (up from $275.00) on shares of Lam Research in a research report on Thursday, June 11th. Oppenheimer reiterated an “outperform” rating and set a $400.00 price objective (up from $330.00) on shares of Lam Research in a research note on Monday, June 15th. Stifel Nicolaus set a $500.00 target price on Lam Research in a report on Monday. Susquehanna upped their target price on Lam Research from $350.00 to $385.00 and gave the stock a “positive” rating in a research report on Thursday, April 23rd. Finally, Sanford C. Bernstein increased their price target on Lam Research from $325.00 to $340.00 and gave the company an “outperform” rating in a research note on Thursday, May 21st. Twenty-eight research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Lam Research has an average rating of “Moderate Buy” and an average target price of $342.49.

Check Out Our Latest Stock Analysis on LRCX

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.