Ketron Financial Buys Shares of 1,433 Lam Research Corporation $LRCX

Posted by Brenda Bartman on Jun 19th, 2026

Ketron Financial bought a new position in Lam Research Corporation (NASDAQ:LRCX – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,433 shares of the semiconductor company’s stock, valued at approximately $245,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of Lam Research during the fourth quarter valued at approximately $3,645,427,000. Price T Rowe Associates Inc. MD boosted its position in shares of Lam Research by 352.2% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 13,695,210 shares of the semiconductor company’s stock worth $2,344,347,000 after buying an additional 10,666,540 shares during the period. Arrowstreet Capital Limited Partnership grew its holdings in Lam Research by 781.3% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 11,340,865 shares of the semiconductor company’s stock worth $1,518,542,000 after buying an additional 10,053,978 shares in the last quarter. Franklin Resources Inc. grew its holdings in Lam Research by 57.0% in the 4th quarter. Franklin Resources Inc. now owns 10,110,560 shares of the semiconductor company’s stock worth $1,730,724,000 after buying an additional 3,671,073 shares in the last quarter. Finally, Corient Private Wealth LLC increased its position in Lam Research by 235.5% in the 4th quarter. Corient Private Wealth LLC now owns 5,199,441 shares of the semiconductor company’s stock valued at $890,040,000 after acquiring an additional 3,649,553 shares during the period. Institutional investors own 84.61% of the company’s stock.

Lam Research Price Performance

Shares of NASDAQ:LRCX opened at $389.04 on Friday. Lam Research Corporation has a 12 month low of $87.75 and a 12 month high of $401.00. The stock has a market cap of $486.52 billion, a price-to-earnings ratio of 73.40, a PEG ratio of 3.08 and a beta of 1.85. The stock’s 50 day moving average price is $298.90 and its 200 day moving average price is $240.53. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.54 and a quick ratio of 1.77.

Lam Research (NASDAQ:LRCX – Get Free Report) last released its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.47 earnings per share for the quarter, topping analysts’ consensus estimates of $1.36 by $0.11. The firm had revenue of $5.84 billion during the quarter, compared to the consensus estimate of $5.70 billion. Lam Research had a return on equity of 66.21% and a net margin of 30.94%.The firm’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.04 earnings per share. Lam Research has set its Q4 2026 guidance at 1.500-1.800 EPS. Equities research analysts anticipate that Lam Research Corporation will post 5.7 earnings per share for the current fiscal year.

Lam Research Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 8th. Stockholders of record on Wednesday, June 17th will be issued a $0.26 dividend. The ex-dividend date is Wednesday, June 17th. This represents a $1.04 annualized dividend and a dividend yield of 0.3%. Lam Research’s dividend payout ratio is 19.62%.

Trending Headlines about Lam Research

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

Positive Sentiment: Citi raised its price target on Lam Research to $450 from $315, citing booming wafer fab equipment (WFE) demand and improved forecasts for the sector. Citi lifts PTs on AMAT, LRCX, & KLAC amid booming WFE demand
Positive Sentiment: Oppenheimer increased its target on Lam Research to $400 from $330 and reiterated an Outperform rating, saying its bus tour strengthened confidence in AI-related WFE growth potential. Lam Research Corporation (LRCX)’s WFE Opportunity May Be Bigger Than Expected
Positive Sentiment: Rothschild & Co Redburn also lifted its price target to $420 from $305 and kept a Buy rating, adding to the bullish analyst momentum around the stock. MarketScreener
Positive Sentiment: Recent coverage highlighted Lam Research as a top momentum name, with articles pointing to strong earnings growth expectations and a favorable GF Score, reinforcing investor enthusiasm. Are You Looking for a Top Momentum Pick? Why Lam Research (LRCX) is a Great Choice
Neutral Sentiment: Some market commentary compared Lam Research with Texas Instruments and suggested TXN may be the more attractive valuation play, but this was more a relative-value debate than a direct negative catalyst for LRCX. TXN vs. LRCX: Which Semiconductor Stock Is the Better Buy Right Now?
Negative Sentiment: One note reported heavy put-option buying in Lam Research, which can signal that some traders are hedging against near-term downside or volatility. Stock Traders Buy High Volume of Put Options on Lam Research (NASDAQ:LRCX)

Insider Activity

In related news, SVP Neil J. Fernandes sold 7,659 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $309.60, for a total transaction of $2,371,226.40. Following the completion of the transaction, the senior vice president owned 58,470 shares of the company’s stock, valued at $18,102,312. This trade represents a 11.58% decrease in their ownership of the stock. The sale 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, insider Ava Harter sold 6,010 shares of Lam Research stock in a transaction dated Monday, April 27th. The stock was sold at an average price of $258.66, for a total value of $1,554,546.60. Following the transaction, the insider directly owned 53,205 shares in the company, valued at approximately $13,762,005.30. The trade was a 10.15% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 86,339 shares of company stock worth $27,680,267 over the last 90 days. 0.31% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several brokerages have weighed in on LRCX. Erste Group Bank downgraded Lam Research from a “buy” rating to a “hold” rating in a research note on Thursday, April 2nd. JPMorgan Chase & Co. increased their price target on Lam Research from $300.00 to $315.00 and gave the stock an “overweight” rating in a research note on Thursday, April 23rd. New Street Research raised their price target on Lam Research from $235.00 to $280.00 and gave the company a “neutral” rating in a report on Monday, April 27th. Morgan Stanley upgraded shares of Lam Research from an “underweight” rating to an “overweight” rating and lifted their price objective for the company from $293.00 to $331.00 in a research note on Monday, May 18th. Finally, Raymond James Financial set a $425.00 price objective on shares of Lam Research in a report on Wednesday, June 10th. Twenty-eight analysts have rated the stock with a Buy rating and six have given a Hold rating to the company. According to MarketBeat.com, Lam Research has a consensus rating of “Moderate Buy” and an average price target of $333.62.

View Our Latest Research Report on Lam Research

About Lam Research

(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.