Lam Research Corporation $LRCX Stock Sold by Nippon Life Global Investors Americas Inc.

Posted by George Bondi on Nov 2nd, 2026

Nippon Life Global Investors Americas Inc. reduced its position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 1.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 152,120 shares of the semiconductor company’s stock after selling 2,860 shares during the period. Lam Research makes up approximately 2.0% of Nippon Life Global Investors Americas Inc.’s investment portfolio, making the stock its 15th biggest position. Nippon Life Global Investors Americas Inc.’s holdings in Lam Research were worth $50,018,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in LRCX. Hoey Investments Inc. boosted its stake in Lam Research by 8.0% in the third quarter. Hoey Investments Inc. now owns 2,705 shares of the semiconductor company’s stock valued at $889,000 after buying an additional 200 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. acquired a new position in Lam Research during the third quarter worth about $529,116,000. Stevens Capital Partners lifted its holdings in shares of Lam Research by 49.8% in the third quarter. Stevens Capital Partners now owns 1,029 shares of the semiconductor company’s stock worth $338,000 after acquiring an additional 342 shares during the last quarter. ProShare Advisors LLC lifted its holdings in shares of Lam Research by 5.5% in the third quarter. ProShare Advisors LLC now owns 1,614,930 shares of the semiconductor company’s stock worth $530,521,000 after acquiring an additional 84,833 shares during the last quarter. Finally, Vise Technologies Inc. boosted its stake in shares of Lam Research by 1.5% in the 3rd quarter. Vise Technologies Inc. now owns 102,585 shares of the semiconductor company’s stock valued at $33,700,000 after purchasing an additional 1,547 shares in the last quarter. 84.61% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, insider Ava Harter sold 5,000 shares of the stock in a transaction on 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 completion of the sale, the insider directly owned 42,462 shares in the company, valued at $12,843,056.52. This represents a 10.53% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 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 shares were sold at an average price of $314.74, for a total transaction of $3,007,970.18. Following the completion of the transaction, the director owned 20,995 shares in the company, valued at approximately $6,607,966.30. The trade was a 31.28% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 0.31% of the company’s stock.

Lam Research Price Performance

Shares of LRCX opened at $239.11 on Monday. Lam Research Corporation has a 1 year low of $135.50 and a 1 year high of $438.50. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.48 and a quick ratio of 1.86. The company has a market capitalization of $298.69 billion, a price-to-earnings ratio of 35.63, a price-to-earnings-growth ratio of 0.89 and a beta of 1.97. The business has a 50-day moving average of $294.47 and a 200-day moving average of $283.78.

Lam Research (NASDAQ:LRCX – Get Free Report) last announced its earnings results on Wednesday, October 21st. The semiconductor company reported $2.20 EPS for the quarter, beating the consensus estimate of $2.18 by $0.02. The business had revenue of $8.22 billion for the quarter, compared to analysts’ expectations of $8.14 billion. Lam Research had a return on equity of 72.15% and a net margin of 32.34%. The firm’s revenue was up 54.4% on a year-over-year basis. During the same period in the prior year, the business posted $1.26 earnings per share. As a group, equities research analysts anticipate that Lam Research Corporation will post 9.59 earnings per share for the current year.

Lam Research Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 14th. Stockholders of record on Wednesday, September 23rd were paid a $0.33 dividend. 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 0.6%. This is an increase from Lam Research’s previous quarterly dividend of $0.26. Lam Research’s payout ratio is currently 19.67%.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on LRCX shares. Zacks Research lowered shares of Lam Research from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 22nd. Weiss Ratings lowered shares of Lam Research from a “buy (b)” rating to a “buy (b-)” rating in a research report on Friday, September 4th. Berenberg Bank set a $420.00 target price on shares of Lam Research in a research note on Wednesday, September 9th. Jefferies Financial Group set a $335.00 price target on Lam Research and gave the company a “buy” rating in a research note on Thursday, July 30th. Finally, UBS Group reissued a “buy” rating and set a $400.00 price objective (down from $425.00) on shares of Lam Research in a report on Thursday, October 22nd. Twenty-six analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $360.23.

Check Out Our Latest Stock 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.