Lam Research Corporation $LRCX Stock: CHICAGO TRUST Co NA Decreases Holdings

Posted by Stanley Muller on Oct 31st, 2026

CHICAGO TRUST Co NA reduced its stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 10.4% in the 3rd quarter, Holdings Channel reports. The firm owned 26,779 shares of the semiconductor company’s stock after selling 3,093 shares during the quarter. Lam Research accounts for 1.2% of CHICAGO TRUST Co NA’s investment portfolio, making the stock its 14th largest holding. CHICAGO TRUST Co NA’s holdings in Lam Research were worth $8,797,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Paladin Partners LLC acquired a new stake in shares of Lam Research in the second quarter valued at about $26,000. William Mack & Associates Inc. acquired a new position in shares of Lam Research in the third quarter worth approximately $25,000. Dakota Community Bank & Trust NA acquired a new position in shares of Lam Research in the third quarter worth approximately $33,000. Quintet Private Bank Europe S.A. boosted its holdings in Lam Research by 100.0% in the third quarter. Quintet Private Bank Europe S.A. now owns 100 shares of the semiconductor company’s stock valued at $33,000 after acquiring an additional 50 shares during the last quarter. Finally, Bravera Wealth bought a new stake in Lam Research in the second quarter valued at approximately $46,000. 84.61% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts have weighed in on LRCX shares. B. Riley Financial increased their target price on shares of Lam Research from $350.00 to $390.00 and gave the company a “buy” rating in a research report on Thursday, October 1st. UBS Group reaffirmed a “buy” rating and issued a $400.00 price objective (down from $425.00) on shares of Lam Research in a research note on Thursday, October 22nd. Bank of America reiterated a “buy” rating and set a $345.00 price objective on shares of Lam Research in a research report on Thursday, October 22nd. Needham & Company LLC dropped their target price on shares of Lam Research from $390.00 to $290.00 and set a “buy” rating on the stock in a report on Thursday, October 22nd. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $375.00 price target on shares of Lam Research in a research report on Monday, October 19th. Twenty-six investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $360.23.

Read Our Latest Stock Analysis on Lam Research

Lam Research Stock Performance

NASDAQ LRCX opened at $239.11 on Friday. The company has a current ratio of 2.48, a quick ratio of 1.86 and a debt-to-equity ratio of 0.27. The company has a fifty day simple moving average of $294.47 and a 200 day simple moving average of $283.78. Lam Research Corporation has a 12-month low of $135.50 and a 12-month high of $438.50. The company has a market cap of $298.69 billion, a P/E ratio of 35.63, a PEG ratio of 0.94 and a beta of 1.85.

Lam Research (NASDAQ:LRCX – Get Free Report) last announced its earnings results on Wednesday, October 21st. The semiconductor company reported $2.20 earnings per share for the quarter, topping 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 firm had revenue of $8.22 billion for the quarter, compared to the consensus estimate of $8.14 billion. During the same quarter in the previous year, the business earned $1.26 EPS. The company’s revenue was up 54.4% compared to the same quarter last year. Sell-side analysts predict that Lam Research Corporation will post 9.59 earnings per share for the current fiscal year.

Lam Research Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 14th. Shareholders of record on Wednesday, September 23rd were issued a dividend of $0.33 per share. This represents a $1.32 annualized dividend and a yield of 0.6%. 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. Lam Research’s dividend payout ratio is currently 19.67%.

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 completion of the transaction, the insider directly owned 42,462 shares of the company’s stock, valued at approximately $12,843,056.52. This trade represents a 10.53% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible 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 stock in a transaction dated 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 completion of the sale, the director directly owned 20,995 shares in the company, valued at approximately $6,607,966.30. The trade was a 31.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 0.31% of the company’s stock.

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.