Lam Research Corporation $LRCX Shares Bought by Kingsview Wealth Management LLC

Posted by Brian Himes on Aug 29th, 2026

Kingsview Wealth Management LLC raised its holdings in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 295.6% during the 2nd quarter, Holdings Channel reports. The firm owned 205,076 shares of the semiconductor company’s stock after buying an additional 153,241 shares during the quarter. Lam Research makes up about 1.1% of Kingsview Wealth Management LLC’s holdings, making the stock its 18th largest holding. Kingsview Wealth Management LLC’s holdings in Lam Research were worth $88,865,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Fideuram Asset Management Ireland dac bought a new stake in shares of Lam Research during the 4th quarter worth about $10,035,000. Rokos Capital Management LLP grew its stake in shares of Lam Research by 42.0% in the first quarter. Rokos Capital Management LLP now owns 259,921 shares of the semiconductor company’s stock worth $55,532,000 after acquiring an additional 76,840 shares during the last quarter. Aware Super Pty Ltd as trustee of Aware Super bought a new position in shares of Lam Research during the 1st quarter worth about $59,973,000. Krilogy Financial LLC grew its position in Lam Research by 19.5% during the first quarter. Krilogy Financial LLC now owns 28,111 shares of the semiconductor company’s stock worth $6,006,000 after buying an additional 4,584 shares in the last quarter. Finally, Y Intercept Hong Kong Ltd acquired a new stake in Lam Research during the first quarter worth about $26,489,000. 84.61% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

LRCX has been the subject of several recent research reports. Weiss Ratings raised Lam Research from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, August 21st. Rothschild & Co Redburn boosted their target price on shares of Lam Research from $305.00 to $420.00 and gave the company a “buy” rating in a research note on Wednesday, June 17th. B. Riley Financial decreased their price target on Lam Research from $385.00 to $350.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Zacks Research raised shares of Lam Research from a “hold” rating to a “strong-buy” rating in a report on Friday, July 17th. Finally, Citigroup reiterated a “buy” rating and set a $450.00 target price (up from $315.00) on shares of Lam Research in a research report on Wednesday, June 17th. One investment analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $357.31.

Read Our Latest Report on LRCX

Insider Transactions at Lam Research

In other Lam Research news, SVP Neil J. Fernandes sold 7,659 shares of the firm’s stock in a transaction that occurred 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 sale, the senior vice president directly owned 58,470 shares in the company, valued at approximately $18,102,312. This trade represents a 11.58% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 in the company, valued at approximately $69,881,114. The trade was a 21.48% decrease in their position. 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 have sold a total of 80,441 shares of company stock valued at $27,614,296 over the last 90 days. 0.31% of the stock is owned by company insiders.

Trending Headlines about Lam Research

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

Positive Sentiment: Lam Research broke ground on a 120,000-square-foot Oregon semiconductor laboratory as part of a planned investment of more than $3 billion in its global lab network over five years. The project is intended to accelerate process innovations for advanced AI chips and improve collaboration with customers, supporting the company’s long-term growth prospects. Lam Research breaks ground on AI semiconductor lab in Oregon
Positive Sentiment: The board approved a 27% increase in the quarterly dividend, from $0.26 to $0.33 per share. The payout is scheduled for October 14, 2026, for shareholders of record on September 23, providing a modest shareholder-return signal. Lam Research Corporation Announces a 27% Increase in Quarterly Dividend
Neutral Sentiment: Lam’s latest earnings exceeded consensus expectations, with quarterly earnings per share of $1.82 versus the $1.69 estimate and revenue of $6.72 billion. Revenue increased 30% year over year, while management issued fiscal first-quarter 2027 EPS guidance of $2.00 to $2.30. Analysts’ median price target remains substantially above recent trading levels, although Mizuho recently lowered its target to $365.
Neutral Sentiment: Two long-serving directors, Michael R. Cannon and Sohail U. Ahmed, plan to retire from the board on November 2, 2026. The transition could refresh governance but introduces some near-term uncertainty regarding board composition. Lam Research Announces Retirement of Michael R. Cannon and Sohail U. Ahmed from Board of Directors
Negative Sentiment: Investors appear increasingly concerned about tariffs, export restrictions and other U.S.-China trade measures. China was Lam’s largest geographic market in fiscal 2026, making the company particularly sensitive to policy changes that could reduce demand, hurt margins or disrupt its supply chain. These macro concerns have overshadowed the dividend increase and Oregon expansion. Lam Research Slides as China Trade Risk Appears to Outweigh Dividend Hike
Negative Sentiment: Reported insider activity shows selling rather than buying by executives and directors over the past six months, which may reinforce caution among investors, though such transactions can reflect personal financial planning rather than a view on company fundamentals.

Lam Research Stock Performance

Shares of Lam Research stock opened at $301.90 on Friday. The firm has a fifty day moving average of $330.43 and a two-hundred day moving average of $289.14. The stock has a market capitalization of $377.77 billion, a price-to-earnings ratio of 52.41, a PEG ratio of 1.26 and a beta of 1.84. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.91 and a current ratio of 2.63. Lam Research Corporation has a 52 week low of $94.11 and a 52 week high of $438.50.

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

Lam Research Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 14th. Investors of record on Wednesday, September 23rd will be paid a dividend of $0.33 per share. This represents a $1.32 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Wednesday, September 23rd. This is a boost from Lam Research’s previous quarterly dividend of $0.26. Lam Research’s dividend payout ratio (DPR) is 18.06%.

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.