2,000 Shares of Lam Research Corporation $LRCX Bought by Financial Insights Inc.

Posted by Brenda Bartman on Oct 29th, 2026

Financial Insights Inc. purchased a new position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) during the third quarter, HoldingsChannel.com reports. The institutional investor purchased 2,000 shares of the semiconductor company’s stock, valued at approximately $657,000.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. William Mack & Associates Inc. purchased a new stake in Lam Research during the 3rd quarter valued at approximately $25,000. Cedar Mountain Advisors LLC lifted its position in Lam Research by 242.9% during the 1st quarter. Cedar Mountain Advisors LLC now owns 120 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 85 shares during the period. Paladin Partners LLC acquired a new stake in Lam Research during the 2nd quarter worth approximately $26,000. Quintet Private Bank Europe S.A. grew its stake in shares of Lam Research by 100.0% in the 3rd quarter. Quintet Private Bank Europe S.A. now owns 100 shares of the semiconductor company’s stock valued at $33,000 after purchasing an additional 50 shares during the last quarter. Finally, Dakota Community Bank & Trust NA purchased a new position in shares of Lam Research in the 3rd quarter valued at approximately $33,000. Hedge funds and other institutional investors own 84.61% of the company’s stock.

Insider Activity at Lam Research

In related news, Director Bethany Mayer sold 9,557 shares of Lam Research stock in a transaction that occurred 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 sale, the director directly owned 20,995 shares in the company, valued at $6,607,966.30. The trade was a 31.28% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Ava Harter sold 5,000 shares of the company’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $302.46, for a total value of $1,512,300.00. Following the transaction, the insider directly owned 42,462 shares in the company, valued at $12,843,056.52. This represents a 10.53% 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. 0.31% of the stock is owned by company insiders.

Lam Research Trading Up 5.4%

NASDAQ LRCX opened at $253.82 on Thursday. The company has a quick ratio of 1.86, a current ratio of 2.48 and a debt-to-equity ratio of 0.27. The stock has a market capitalization of $317.06 billion, a P/E ratio of 37.83, a P/E/G ratio of 0.86 and a beta of 1.85. Lam Research Corporation has a 52-week low of $135.50 and a 52-week high of $438.50. The firm has a 50-day moving average price of $296.95 and a 200 day moving average price of $283.50.

Lam Research (NASDAQ:LRCX – Get Free Report) last announced its quarterly earnings data on Wednesday, October 21st. The semiconductor company reported $2.20 earnings per share for the quarter, beating analysts’ consensus estimates of $2.18 by $0.02. Lam Research had a return on equity of 72.15% and a net margin of 32.34%. The company had revenue of $8.22 billion for the quarter, compared to analyst estimates of $8.14 billion. During the same quarter in the previous year, the company earned $1.26 EPS. The firm’s revenue for the quarter was up 54.4% compared to the same quarter last year. Equities research analysts expect that Lam Research Corporation will post 9.59 EPS for the current year.

Lam Research Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, October 14th. Stockholders of record on Wednesday, September 23rd were paid a dividend of $0.33 per share. This is a positive change from Lam Research’s previous quarterly dividend of $0.26. The ex-dividend date of this dividend was Wednesday, September 23rd. This represents a $1.32 dividend on an annualized basis and a dividend yield of 0.5%. Lam Research’s dividend payout ratio (DPR) is currently 19.67%.

Key Lam Research News

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

Positive Sentiment: Strong earnings and outlook: Lam Research reported quarterly revenue of $8.22 billion, up sharply from the prior year and ahead of analyst expectations. Earnings per share also exceeded consensus, while management projected approximately $8.60 billion in revenue and about $2.33 in EPS for the December quarter, signaling continued demand. Lam Research Gains as Strong Earnings and a Chip-Sector Rebound Support Shares
Positive Sentiment: Foundry momentum: Foundry revenue reached a record in fiscal first-quarter 2027, with foundry accounting for 46% of Systems revenue, up from 44% in the previous quarter. This supports the view that advanced-node manufacturing and rising chip complexity are driving equipment purchases. Lam Research Sees Record Foundry Sales
Positive Sentiment: Industry tailwinds and valuation appeal: SK Hynix’s long-term memory shortage outlook suggests years of potential fab construction, while analysts and research services view LRCX as more attractive after its recent selloff. Several published price targets remain well above the current trading level.
Neutral Sentiment: Institutional positioning was mixed: many funds added shares, but others reduced holdings. This indicates continued investor interest alongside ongoing uncertainty about semiconductor-cycle durability.
Negative Sentiment: Recent volatility and insider selling: LRCX remains well below its recent high after concerns about AI spending and valuation triggered a sharp pullback. Reported insider activity over the past six months consisted entirely of sales, which may reinforce near-term caution.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on LRCX. B. Riley Financial boosted their target price on Lam Research from $350.00 to $390.00 and gave the company a “buy” rating in a report on Thursday, October 1st. HSBC restated a “hold” rating and set a $333.00 price target on shares of Lam Research in a research note on Monday, July 27th. Citigroup reaffirmed a “buy” rating and set a $435.00 price target (down from $450.00) on shares of Lam Research in a report on Thursday, October 22nd. Evercore set a $315.00 price objective on shares of Lam Research in a research report on Tuesday, October 20th. Finally, Berenberg Bank set a $420.00 price objective on shares of Lam Research in a research note on Wednesday, September 9th. Twenty-six investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $360.23.

Get Our Latest Analysis on Lam Research

Lam Research Company 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.