Lam Research Corporation $LRCX Shares Purchased by Clarendon Private LLC

Posted by Brenda Bartman on Aug 21st, 2026

Clarendon Private LLC increased its position in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 150.0% in the second quarter, HoldingsChannel.com reports. The fund owned 4,103 shares of the semiconductor company’s stock after buying an additional 2,462 shares during the period. Lam Research comprises approximately 1.1% of Clarendon Private LLC’s investment portfolio, making the stock its 16th biggest holding. Clarendon Private LLC’s holdings in Lam Research were worth $1,778,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently modified their holdings of the company. Elevated Financial Group LLC lifted its holdings in shares of Lam Research by 3.0% during the second quarter. Elevated Financial Group LLC now owns 1,223 shares of the semiconductor company’s stock worth $530,000 after purchasing an additional 36 shares during the period. Synergy Asset Management LLC raised its position in Lam Research by 1.2% during the 2nd quarter. Synergy Asset Management LLC now owns 38,091 shares of the semiconductor company’s stock worth $16,506,000 after buying an additional 435 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its stake in Lam Research by 18.2% during the 2nd quarter. Mirae Asset Global Investments Co. Ltd. now owns 1,490,242 shares of the semiconductor company’s stock valued at $645,767,000 after acquiring an additional 229,836 shares during the period. Hidden Cove Wealth Management LLC acquired a new stake in Lam Research during the 2nd quarter valued at approximately $400,000. Finally, Braeburn Wealth Management LLC boosted its holdings in shares of Lam Research by 15.4% in the 2nd quarter. Braeburn Wealth Management LLC now owns 3,294 shares of the semiconductor company’s stock valued at $1,427,000 after acquiring an additional 440 shares during the last quarter. 84.61% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Lam Research

In related news, 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 value of $2,371,226.40. Following the completion of the sale, the senior vice president owned 58,470 shares of the company’s stock, valued at approximately $18,102,312. The trade was a 11.58% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Abhijit Y. Talwalkar sold 18,282 shares of the company’s stock in a transaction on Monday, July 13th. The stock was sold at an average price of $335.00, for a total transaction of $6,124,470.00. Following the transaction, the director owned 87,142 shares of the company’s stock, valued at $29,192,570. This represents a 17.34% 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. Insiders sold a total of 80,441 shares of company stock valued at $27,614,296 in the last three months. 0.31% of the stock is currently owned by company insiders.

Lam Research Price Performance

NASDAQ:LRCX opened at $310.53 on Friday. The company has a quick ratio of 1.91, a current ratio of 2.63 and a debt-to-equity ratio of 0.30. Lam Research Corporation has a 52 week low of $94.11 and a 52 week high of $438.50. The stock’s 50-day moving average price is $338.53 and its 200-day moving average price is $285.89. The stock has a market capitalization of $388.57 billion, a PE ratio of 53.91, a price-to-earnings-growth ratio of 1.22 and a beta of 1.84.

Lam Research (NASDAQ:LRCX – Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The semiconductor company reported $1.82 earnings per share for the quarter, topping analysts’ consensus estimates of $1.69 by $0.13. Lam Research had a return on equity of 67.60% and a net margin of 31.27%.The company had revenue of $6.72 billion during the quarter, compared to analysts’ expectations of $6.66 billion. During the same quarter in the prior year, the firm posted $1.33 EPS. Lam Research’s quarterly revenue was up 30.0% compared to the same quarter last year. Lam Research has set its Q1 2027 guidance at 2.000-2.300 EPS. As a group, equities analysts expect that Lam Research Corporation will post 9.32 EPS for the current fiscal year.

Analysts Set New Price Targets

LRCX has been the subject of several recent research reports. Rothschild & Co Redburn raised their target price on shares of Lam Research from $305.00 to $420.00 and gave the stock a “buy” rating in a report on Wednesday, June 17th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $290.00 price target on shares of Lam Research in a research report on Thursday, April 23rd. Jefferies Financial Group set a $335.00 price objective on Lam Research and gave the company a “buy” rating in a research note on Thursday, July 30th. Cantor Fitzgerald set a $500.00 target price on Lam Research and gave the stock an “overweight” rating in a report on Monday, June 29th. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $320.00 price target on shares of Lam Research in a report on Thursday, July 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have assigned a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $358.47.

View Our Latest Stock Report on LRCX

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.