Lam Research Corporation $LRCX Stock Acquired by Vontobel Holding Ltd.

Posted by George Bondi on Oct 17th, 2026

Vontobel Holding Ltd. grew its position in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 2.3% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 207,470 shares of the semiconductor company’s stock after buying an additional 4,755 shares during the quarter. Vontobel Holding Ltd.’s holdings in Lam Research were worth $68,156,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Van ECK Associates Corp boosted its holdings in Lam Research by 411.8% during the 2nd quarter. Van ECK Associates Corp now owns 11,089,395 shares of the semiconductor company’s stock valued at $4,805,368,000 after acquiring an additional 8,922,854 shares during the period. Bank of New York Mellon Corp acquired a new position in Lam Research in the 2nd quarter valued at about $3,777,585,000. Corient Private Wealth LLC grew its position in Lam Research by 235.5% in the 4th quarter. Corient Private Wealth LLC now owns 5,199,441 shares of the semiconductor company’s stock valued at $890,040,000 after acquiring an additional 3,649,553 shares in the last quarter. Jennison Associates LLC increased its stake in Lam Research by 296.9% during the first quarter. Jennison Associates LLC now owns 3,373,306 shares of the semiconductor company’s stock worth $720,740,000 after purchasing an additional 2,523,351 shares during the period. Finally, Assenagon Asset Management S.A. increased its stake in Lam Research by 1,994.3% during the first quarter. Assenagon Asset Management S.A. now owns 2,116,233 shares of the semiconductor company’s stock worth $452,154,000 after purchasing an additional 2,015,188 shares during the period. Hedge funds and other institutional investors own 84.61% of the company’s stock.

Analysts Set New Price Targets

LRCX has been the topic of several research reports. Zacks Research raised shares of Lam Research from a “hold” rating to a “strong-buy” rating in a research report on Friday, July 17th. Berenberg Bank set a $420.00 price objective on shares of Lam Research in a report on Wednesday, September 9th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $320.00 target price on shares of Lam Research in a research note on Thursday, July 30th. Evercore reaffirmed an “outperform” rating and set a $355.00 target price on shares of Lam Research in a research note on Monday, July 20th. Finally, Wells Fargo & Company reiterated an “overweight” rating and set a $350.00 target price (down from $450.00) on shares of Lam Research in a report on Thursday, July 30th. One equities research 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. Based on data from MarketBeat.com, Lam Research currently has an average rating of “Moderate Buy” and an average price target of $364.59.

Get Our Latest Report on Lam Research

Lam Research News Summary

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

Positive Sentiment: Lam Research is integrating NVIDIA’s NanoVDB open-source library into its SEMulator3D modeling platform. GPU-accelerated wafer-etch simulations could improve chip-design and manufacturing efficiency, supporting the company’s longer-term role in AI-driven semiconductor fabs. Lam Research Ties AI Fab Push to Faster SEMulator3D Modeling
Positive Sentiment: Analysts continue to see substantial upside, with Benzinga’s 22-analyst average target near $346 and a separate consensus implying roughly 25.6% potential appreciation. Recent earnings-estimate revisions could provide support if Lam delivers a strong quarterly report. Lam Research Stock Hits Longest Losing Streak Ever Wall Street Analysts See Upside in Lam Research
Neutral Sentiment: Analysts are previewing the quarter ended September 2026, focusing on operating metrics beyond headline revenue and earnings estimates. The report could produce a significant re-rating depending on guidance and demand commentary. Lam Research Q1 Earnings Preview
Neutral Sentiment: Options markets are pricing a potentially large post-earnings move—about $28.6 billion in implied market capitalization swing—signaling elevated volatility rather than a clear directional view. Lam Research Could Swing After Earnings
Negative Sentiment: Hotter-than-expected inflation has renewed fears that higher interest rates could restrain AI infrastructure spending, weighing broadly on semiconductor and equipment stocks, including Lam Research. Semiconductor Stocks Trade Down on Inflation Concerns
Negative Sentiment: Lam Research was on track for its ninth consecutive decline, its longest losing streak since 1984. The persistent technical weakness may be encouraging selling despite analysts’ bullish price targets. Lam Research Dips More Than the Broader Market

Lam Research Stock Down 4.9%

LRCX traded down $13.52 on Friday, hitting $263.94. 11,341,321 shares of the company were exchanged, compared to its average volume of 8,954,097. The firm has a 50-day moving average price of $309.03 and a two-hundred day moving average price of $308.04. The company has a current ratio of 2.63, a quick ratio of 1.91 and a debt-to-equity ratio of 0.30. Lam Research Corporation has a twelve month low of $135.50 and a twelve month high of $438.50. The company has a market cap of $330.30 billion, a price-to-earnings ratio of 45.82, a price-to-earnings-growth ratio of 1.10 and a beta of 1.85.

Lam Research (NASDAQ:LRCX – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The semiconductor company reported $1.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.69 by $0.13. The company 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%. Lam Research’s revenue for the quarter was up 30.0% compared to the same quarter last year. During the same quarter last year, the company earned $1.33 EPS. Lam Research has set its Q1 2027 guidance at 2.000-2.300 EPS. On average, equities analysts predict that Lam Research Corporation will post 9.34 earnings per share for the current year.

Lam Research Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, October 14th. Investors of record on Wednesday, September 23rd were paid a dividend of $0.33 per share. The ex-dividend date was Wednesday, September 23rd. This is a positive change from Lam Research’s previous quarterly dividend of $0.26. This represents a $1.32 dividend on an annualized basis and a dividend yield of 0.5%. Lam Research’s payout ratio is currently 22.92%.

Insider Buying and Selling

In related news, insider Ava Harter sold 5,000 shares of the firm’s stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $302.46, for a total value of $1,512,300.00. Following the sale, the insider owned 42,462 shares of the company’s stock, valued at $12,843,056.52. This trade represents a 10.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Bethany Mayer sold 9,557 shares of the business’s stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $314.74, for a total transaction of $3,007,970.18. Following the transaction, the director owned 20,995 shares of the company’s stock, valued at $6,607,966.30. This trade represents a 31.28% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.31% of the stock is currently owned by corporate insiders.

Lam Research Profile

(Free Report)

Lam Research Corporation is a semiconductor equipment company that designs, manufactures, and services systems used in the fabrication of integrated circuits and other electronic devices. Its equipment supports key steps in the wafer manufacturing process, helping semiconductor producers create increasingly small and complex features on silicon wafers.

The company’s portfolio includes systems for etch, deposition, wafer cleaning, surface preparation, and related manufacturing processes.