2,611 Shares in Lam Research Corporation $LRCX Acquired by RD Finance Ltd

Posted by Brenda Bartman on Oct 27th, 2026

RD Finance Ltd bought a new stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) in the third quarter, HoldingsChannel.com reports. The fund bought 2,611 shares of the semiconductor company’s stock, valued at approximately $858,000. Lam Research comprises 0.8% of RD Finance Ltd’s holdings, making the stock its 22nd biggest holding.

Several other institutional investors also recently made changes to their positions in the stock. Deroy & Devereaux Private Investment Counsel Inc. raised its position in shares of Lam Research by 0.4% during the 3rd quarter. Deroy & Devereaux Private Investment Counsel Inc. now owns 130,176 shares of the semiconductor company’s stock worth $42,764,000 after purchasing an additional 559 shares during the period. Westover Capital Advisors LLC lifted its holdings in shares of Lam Research by 13.8% in the 3rd quarter. Westover Capital Advisors LLC now owns 9,371 shares of the semiconductor company’s stock worth $3,078,000 after purchasing an additional 1,139 shares during the last quarter. Peterson Wealth Services lifted its holdings in shares of Lam Research by 11.9% in the 3rd quarter. Peterson Wealth Services now owns 1,968 shares of the semiconductor company’s stock worth $647,000 after purchasing an additional 210 shares during the last quarter. Leo Wealth LLC acquired a new position in Lam Research during the 3rd quarter valued at approximately $992,000. Finally, Apollon Wealth Management LLC boosted its position in Lam Research by 6.8% during the 3rd quarter. Apollon Wealth Management LLC now owns 42,378 shares of the semiconductor company’s stock valued at $13,922,000 after purchasing an additional 2,714 shares during the period. 84.61% of the stock is owned by institutional investors.

Insider Buying and Selling at Lam Research

In other Lam Research news, insider Ava Harter sold 5,000 shares of Lam Research stock in a transaction on Monday, August 31st. The stock was sold at an average price of $302.46, for a total transaction 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. The trade was a 10.53% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 on Wednesday, September 9th. The stock was sold at an average price of $314.74, for a total value 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 SEC filing for this sale provides additional information. 0.31% of the stock is owned by insiders.

Lam Research News Roundup

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

Positive Sentiment: Lam Research stock gained despite a Citi price-target cut, suggesting investor confidence in the company’s fundamentals and AI-related demand outweighed the more cautious valuation view. Lam Research Stocks Gain 4.3% Despite Citi’s Target Cut
Positive Sentiment: An analyst upgraded Lam Research, arguing that the stock’s decline has improved its risk-reward profile and that the underlying financial outlook has strengthened. Lam Research: Down 29% Since My Sell Call, But The Math Has Changed
Positive Sentiment: An analyst raised the company’s fiscal 2027 EPS forecast, reinforcing expectations for continued earnings growth. FY2027 EPS Forecast for Lam Research Raised by Analyst
Positive Sentiment: Long-term investment analyses remain bullish, citing strong cash flow, semiconductor demand and exposure to artificial-intelligence infrastructure as potential drivers of further upside. Lam Research vs. AMAT and KLAC Why Lam Research Is a Top Growth Stock
Neutral Sentiment: A roundup of analyst actions involving LRCX indicates changing Wall Street views, but the specific recommendations and targets were mixed. Analyst Upgrades and Downgrades
Neutral Sentiment: Reported short interest totaled zero shares, implying no measurable short-selling pressure; however, the unusual figure may reflect a reporting or data issue rather than a meaningful market signal.
Negative Sentiment: Citi’s lower price target highlights valuation and near-term uncertainty, creating a potential headwind even though the broader market reaction was positive. Analysts Offer Insights on Lam Research
Negative Sentiment: Recent weakness across AI and chip stocks, along with concerns about supply constraints and sharp sector corrections, shows that LRCX remains exposed to elevated semiconductor volatility. Chip Stocks to Buy After Their Worst Day Since June

Lam Research Price Performance

Shares of NASDAQ:LRCX opened at $237.50 on Tuesday. The firm’s 50 day moving average is $302.39 and its two-hundred day moving average is $282.90. The firm has a market capitalization of $296.68 billion, a P/E ratio of 35.39, a PEG ratio of 0.86 and a beta of 1.85. The company has a current ratio of 2.48, a quick ratio of 1.86 and a debt-to-equity ratio of 0.27. Lam Research Corporation has a 52 week low of $135.50 and a 52 week high of $438.50.

Lam Research (NASDAQ:LRCX – Get Free Report) last issued its quarterly earnings data on Wednesday, October 21st. The semiconductor company reported $2.20 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.18 by $0.02. The business had revenue of $8.22 billion during the quarter, compared to the consensus estimate of $8.14 billion. Lam Research had a return on equity of 72.15% and a net margin of 32.34%. The business’s revenue was up 54.4% on a year-over-year basis. During the same period in the previous year, the firm posted $1.26 earnings per share. Analysts anticipate that Lam Research Corporation will post 9.48 earnings per share for the current year.

Lam Research Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, October 14th. Investors of record on Wednesday, September 23rd were given a $0.33 dividend. The ex-dividend date was Wednesday, September 23rd. This represents a $1.32 annualized dividend and a yield of 0.6%. This is an increase from Lam Research’s previous quarterly dividend of $0.26. Lam Research’s payout ratio is 19.67%.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the company. Wells Fargo & Company restated an “overweight” rating and set a $350.00 price objective (down from $450.00) on shares of Lam Research in a research note on Thursday, July 30th. Morgan Stanley set a $339.00 target price on Lam Research and gave the stock an “overweight” rating in a research report on Thursday. Wall Street Zen upgraded Lam Research from a “hold” rating to a “buy” rating in a research note on Saturday. Susquehanna reissued a “positive” rating and set a $475.00 price target (up from $385.00) on shares of Lam Research in a report on Tuesday, June 30th. Finally, Bank of America reissued a “buy” rating and set a $345.00 price target on shares of Lam Research in a report on Thursday. Twenty-six analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, Lam Research presently has a consensus rating of “Moderate Buy” and an average target price of $360.23.

View Our Latest Analysis on LRCX

Lam Research Profile

(Free Report)

Lam Research Corporation (NASDAQ:LRCX) is a semiconductor equipment company that develops and manufactures systems used to fabricate integrated circuits. Its technologies support key stages of wafer processing, helping semiconductor manufacturers create the increasingly complex structures found in memory, logic and other types of chips.

The company’s product portfolio includes etch systems, which selectively remove materials from wafers; deposition systems, which apply thin films; and cleaning solutions used to remove contaminants and residue during manufacturing.