Lam Research (NASDAQ:LRCX) Shares Sold Sen. Sheldon Whitehouse

Posted by Stanley Muller on Sep 5th, 2026

Senator Sheldon Whitehouse (Democratic-Rhode Island) recently sold shares of Lam Research Corporation (NASDAQ:LRCX). In a filing disclosed on September 02nd, the Senator disclosed that they had sold between $1,001 and $15,000 in Lam Research stock on August 13th.

Senator Sheldon Whitehouse also recently made the following trade(s):

Sold $15,001 – $50,000 in shares of NVIDIA (NASDAQ:NVDA) on 8/13/2026.
Sold $1,001 – $15,000 in shares of NVIDIA (NASDAQ:NVDA) on 8/13/2026.
Sold $1,001 – $15,000 in shares of Amgen (NASDAQ:AMGN) on 8/12/2026.
Sold $1,001 – $15,000 in shares of Lowe’s Companies (NYSE:LOW) on 7/20/2026.
Sold $15,001 – $50,000 in shares of NVIDIA (NASDAQ:NVDA) on 6/30/2026.
Sold $1,001 – $15,000 in shares of Crown Castle (NYSE:CCI) on 6/25/2026.
Purchased $15,001 – $50,000 in shares of Coherent (NYSE:COHR) on 6/25/2026.
Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 6/25/2026.
Sold $15,001 – $50,000 in shares of Apple (NASDAQ:AAPL) on 6/24/2026.

Lam Research Price Performance

Shares of NASDAQ:LRCX traded up $14.99 on Friday, reaching $307.65. 8,355,206 shares of the company traded hands, compared to its average volume of 7,388,362. The stock has a market capitalization of $384.97 billion, a PE ratio of 53.41, a P/E/G ratio of 1.16 and a beta of 1.85. The company has a debt-to-equity ratio of 0.30, a current ratio of 2.63 and a quick ratio of 1.91. The company’s 50 day moving average is $321.34 and its 200-day moving average is $291.39. Lam Research Corporation has a fifty-two week low of $100.68 and a fifty-two week high of $438.50.

Lam Research (NASDAQ:LRCX – Get Free Report) last issued its earnings results on Wednesday, July 29th. The semiconductor company reported $1.82 earnings per share (EPS) 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 business had revenue of $6.72 billion for the quarter, compared to analysts’ expectations of $6.66 billion. During the same period in the previous year, the firm posted $1.33 EPS. The company’s quarterly revenue was up 30.0% on a year-over-year basis. Lam Research has set its Q1 2027 guidance at 2.000-2.300 EPS. As a group, analysts anticipate that Lam Research Corporation will post 9.33 earnings per share for the current fiscal year.

Lam Research Increases Dividend

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Bayban bought a new position in shares of Lam Research in the fourth quarter worth about $26,000. Vermillion Wealth Management Inc. bought a new stake in Lam Research during the 1st quarter valued at approximately $26,000. Cedar Mountain Advisors LLC grew its holdings in Lam Research by 242.9% in the 1st quarter. Cedar Mountain Advisors LLC now owns 120 shares of the semiconductor company’s stock valued at $26,000 after buying an additional 85 shares during the last quarter. Paladin Partners LLC acquired a new stake in Lam Research in the 2nd quarter valued at approximately $26,000. Finally, Mcguire Capital Advisors Inc. bought a new position in Lam Research in the 4th quarter worth approximately $27,000. Institutional investors own 84.61% of the company’s stock.

Insider Transactions at Lam Research

In other Lam Research news, Director Eric Brandt sold 54,500 shares of the firm’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 in the company, valued at $69,881,114. This trade represents a 21.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ava Harter sold 5,000 shares of the company’s stock in a transaction dated Monday, August 31st. The shares were sold at an average price of $302.46, for a total transaction of $1,512,300.00. Following the transaction, the insider directly owned 42,462 shares of the company’s stock, valued at $12,843,056.52. This represents a 10.53% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 77,782 shares of company stock worth $26,755,370 over the last three months. 0.31% of the stock is currently owned by insiders.

Lam Research News Roundup

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

Positive Sentiment: Lam Research’s record June-quarter results and outlook remain key catalysts. Revenue reached $6.72 billion, up 30% year over year, while adjusted earnings exceeded analysts’ expectations. Management guided for approximately $8.10 billion in September-quarter revenue, reinforcing confidence in continued AI- and advanced-chip-related demand. Lam Research gains as investors build on strong guidance and recent shareholder-friendly updates
Positive Sentiment: The company broke ground on a new Oregon research laboratory and plans to invest more than $3 billion in its global lab network over five years. The investment is intended to support semiconductor research tied to artificial intelligence and next-generation chip production. Lam Research Oregon laboratory announcement
Positive Sentiment: Lam Research raised its quarterly dividend by approximately 27% to $0.33 per share, improving the stock’s shareholder-return profile after its record quarter. Lam Research dividend increase
Positive Sentiment: Options activity and bullish institutional positioning may be adding to momentum. More than 1,600 institutions reportedly increased their holdings in the latest quarter, while recent analyst targets—including several between $400 and $500—remain above the current trading range. Lam Research options market article
Neutral Sentiment: The dividend increase has attracted attention as investors seek income and quality amid geopolitical and inflation concerns, although broader market volatility could continue to affect semiconductor stocks. Stocks with dividend hikes article
Negative Sentiment: Insiders have reported only sales—not purchases—in the past six months, including transactions by CEO Timothy Archer and other executives. That activity may raise concerns about valuation or profit-taking.
Negative Sentiment: After substantial long-term gains, some commentary argues that LRCX is fully valued, with elevated valuation metrics leaving less room for disappointment-free execution. UBS also recently lowered its price target to $425, despite remaining above the current share price. UBS lowers Lam Research price target

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the company. Citigroup reissued a “buy” rating and issued a $450.00 price objective (up from $315.00) on shares of Lam Research in a research note on Wednesday, June 17th. HSBC reaffirmed a “hold” rating and set a $333.00 target price on shares of Lam Research in a research note on Monday, July 27th. Evercore reissued an “outperform” rating and issued a $355.00 price target on shares of Lam Research in a research report on Monday, July 20th. Raymond James Financial set a $425.00 price target on shares of Lam Research in a report on Wednesday, June 10th. Finally, Rothschild & Co Redburn boosted their price objective on shares of Lam Research from $305.00 to $420.00 and gave the company a “buy” rating in a research report on Wednesday, June 17th. One analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $358.97.

Get Our Latest Stock Analysis on LRCX

About Senator Whitehouse

Sheldon Whitehouse (Democratic Party) is a member of the U.S. Senate from Rhode Island. He assumed office on January 3, 2007. His current term ends on January 3, 2031.

Whitehouse (Democratic Party) ran for re-election to the U.S. Senate to represent Rhode Island. He won in the general election on November 5, 2024.

About Lam Research

(Get 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.