Lam Research Corporation $LRCX is Midwest Professional Planners LTD.’s 5th Largest Position

Posted by Brenda Bartman on May 20th, 2026

Midwest Professional Planners LTD. raised its holdings in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 4.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 54,590 shares of the semiconductor company’s stock after buying an additional 2,111 shares during the quarter. Lam Research makes up approximately 2.2% of Midwest Professional Planners LTD.’s holdings, making the stock its 5th largest holding. Midwest Professional Planners LTD.’s holdings in Lam Research were worth $9,345,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also modified their holdings of the company. Adell Harriman & Carpenter Inc. purchased a new stake in shares of Lam Research during the 4th quarter worth about $210,000. Northbridge Financial Group LLC purchased a new stake in shares of Lam Research during the 4th quarter worth about $425,000. First Business Financial Services Inc. grew its holdings in shares of Lam Research by 2.5% during the 4th quarter. First Business Financial Services Inc. now owns 26,859 shares of the semiconductor company’s stock worth $4,598,000 after purchasing an additional 648 shares during the period. Hardy Reed LLC grew its holdings in shares of Lam Research by 1.4% during the 4th quarter. Hardy Reed LLC now owns 7,282 shares of the semiconductor company’s stock worth $1,247,000 after purchasing an additional 104 shares during the period. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new stake in shares of Lam Research during the 4th quarter worth about $9,032,000. 84.61% of the stock is owned by institutional investors and hedge funds.

Lam Research Stock Performance

Lam Research stock opened at $273.38 on Wednesday. The stock’s 50 day moving average price is $248.98 and its 200 day moving average price is $212.77. The firm has a market capitalization of $341.88 billion, a PE ratio of 51.58, a price-to-earnings-growth ratio of 2.30 and a beta of 1.81. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.77 and a current ratio of 2.54. Lam Research Corporation has a one year low of $79.49 and a one year high of $302.00.

Lam Research (NASDAQ:LRCX – Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The semiconductor company reported $1.47 EPS for the quarter, topping the consensus estimate of $1.36 by $0.11. The firm had revenue of $5.84 billion for the quarter, compared to analyst estimates of $5.70 billion. Lam Research had a return on equity of 66.21% and a net margin of 30.94%.Lam Research’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.04 EPS. Lam Research has set its Q4 2026 guidance at 1.500-1.800 EPS. As a group, sell-side analysts expect that Lam Research Corporation will post 5.67 EPS for the current fiscal year.

More Lam Research News

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

Positive Sentiment: Lam Research said its latest quarterly results benefited from strong AI-related demand, with management highlighting a “record quarter” and continued momentum in advanced chip spending. The earnings-call recap suggests investors are encouraged by the company’s role in the AI infrastructure buildout. Lam Research Rides AI Wave to Record Quarter
Positive Sentiment: Morgan Stanley upgraded Lam Research, adding to the bullish analyst tone around the stock. Separately, B. Riley raised its price target to $385 from $350 and kept a Buy rating, citing AI investment that is accelerating faster than expected. Morgan Stanley upgrades Lam Research (LRCX)
Positive Sentiment: More broadly, Morgan Stanley lifted its wafer fab equipment outlook and reshuffled ratings across semiconductor equipment names, reflecting expectations for a longer and stronger cycle, with improved NAND momentum supporting the group. Semicap stocks: Morgan Stanley raises WFE outlook and shifts ratings
Neutral Sentiment: Reports that U.S.-China semiconductor talks may ease export and supply-chain tensions are also helping sentiment across chip equipment stocks, though the outcome remains uncertain. Potential Beijing Thaw Puts Lam Research Export And Supply Risks In Focus

Analysts Set New Price Targets

A number of analysts have recently issued reports on LRCX shares. Jefferies Financial Group boosted their target price on Lam Research from $285.00 to $315.00 and gave the stock a “buy” rating in a report on Thursday, April 23rd. Morgan Stanley upgraded Lam Research from an “underweight” rating to an “overweight” rating and boosted their target price for the stock from $293.00 to $331.00 in a report on Monday. Mizuho boosted their target price on Lam Research from $295.00 to $330.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. BNP Paribas Exane boosted their target price on Lam Research from $250.00 to $260.00 and gave the stock a “neutral” rating in a report on Thursday, April 23rd. Finally, B. Riley Financial boosted their price target on Lam Research from $350.00 to $375.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Twenty-seven analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $292.97.

Check Out Our Latest Research Report on Lam Research

Insider Buying and Selling at Lam Research

In related news, CFO Douglas R. Bettinger sold 50,057 shares of Lam Research stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $224.03, for a total value of $11,214,269.71. Following the completion of the sale, the chief financial officer owned 1,081,705 shares in the company, valued at approximately $242,334,371.15. The trade was a 4.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Ava Harter sold 6,010 shares of Lam Research stock in a transaction on Monday, April 27th. The stock was sold at an average price of $258.66, for a total transaction of $1,554,546.60. Following the completion of the sale, the insider owned 53,205 shares of the company’s stock, valued at approximately $13,762,005.30. This trade represents a 10.15% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 120,066 shares of company stock valued at $27,953,242 in the last three months. Corporate insiders own 0.31% of the company’s stock.

Lam Research Profile

(Free Report)

Lam Research Corporation (NASDAQ: LRCX) is a global supplier of wafer fabrication equipment and services to the semiconductor industry. Founded in 1980 by David K. Lam and headquartered in Fremont, California, the company develops and manufactures systems used in multiple stages of semiconductor device production, including thin film deposition, plasma etch, wafer cleaning and related process modules and automation.

Lam’s product portfolio covers core process technologies employed by logic and memory manufacturers, with equipment designed to support advanced-node patterning, 3D NAND and other emerging device architectures.