Keebeck Wealth Management Raises Holdings in Lam Research Corporation $LRCX

Posted by Brian Himes on Jul 25th, 2026

Keebeck Wealth Management boosted its position in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 137.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,046 shares of the semiconductor company’s stock after acquiring an additional 1,761 shares during the quarter. Keebeck Wealth Management’s holdings in Lam Research were worth $651,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Bayban purchased a new position in Lam Research in the fourth quarter valued at approximately $26,000. Vermillion Wealth Management Inc. acquired a new stake in shares of Lam Research in the first quarter worth $26,000. Cedar Mountain Advisors LLC increased its position in shares of Lam Research by 242.9% in the first quarter. Cedar Mountain Advisors LLC now owns 120 shares of the semiconductor company’s stock worth $26,000 after acquiring an additional 85 shares in the last quarter. Mcguire Capital Advisors Inc. acquired a new position in shares of Lam Research during the 4th quarter valued at $27,000. Finally, Triumph Capital Management acquired a new position in shares of Lam Research during the 3rd quarter valued at $27,000. 84.61% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

LRCX has been the subject of several recent research reports. Cantor Fitzgerald set a $500.00 price target on Lam Research and gave the company an “overweight” rating in a report on Monday, June 29th. The Goldman Sachs Group restated a “buy” rating and set a $290.00 price objective on shares of Lam Research in a research note on Thursday, April 23rd. Wall Street Zen downgraded Lam Research from a “buy” rating to a “hold” rating in a research report on Sunday, May 10th. Deutsche Bank Aktiengesellschaft increased their target price on Lam Research from $300.00 to $325.00 and gave the company a “buy” rating in a research note on Thursday, April 23rd. Finally, Susquehanna reiterated a “positive” rating and set a $475.00 target price (up from $385.00) on shares of Lam Research in a report on Tuesday, June 30th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, Lam Research currently has an average rating of “Moderate Buy” and an average price target of $360.51.

Check Out Our Latest Report on Lam Research

Trending Headlines about Lam Research

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

Positive Sentiment: Lam Research is expected to benefit from strong demand for AI chips and rising DRAM spending, which could support a potential earnings beat and improve sentiment ahead of results. Article Title
Positive Sentiment: Wall Street is closely tracking key operating metrics, not just revenue and EPS, suggesting investors are focused on whether Lam Research can show healthy underlying business momentum in the June quarter. Article Title
Positive Sentiment: The company’s recent role as a founding partner in the AI Materials Foundry keeps Lam Research tied to the broader AI infrastructure theme, which remains a major long-term driver for semiconductor equipment names. Article Title
Neutral Sentiment: Analysts are publishing pre-earnings previews and forecast updates for Lam Research’s upcoming report, but these articles mostly reflect expectations rather than new company-specific developments. Article Title
Neutral Sentiment: Semiconductor stocks have outperformed in 2026, but the group is pulling back this month as investors take profits and reprice valuations after a sharp AI-driven rally. Article Title
Negative Sentiment: Some commentary argues Lam Research could be “dead money” over the next few years, reflecting valuation and return concerns that may be weighing on the stock. Article Title

Lam Research Stock Performance

NASDAQ:LRCX opened at $305.21 on Friday. The firm has a 50-day moving average of $341.74 and a two-hundred day moving average of $273.81. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.54 and a quick ratio of 1.77. The stock has a market cap of $381.69 billion, a P/E ratio of 57.59, a PEG ratio of 1.90 and a beta of 1.80. Lam Research Corporation has a 1-year low of $90.93 and a 1-year high of $438.50.

Lam Research (NASDAQ:LRCX – Get Free Report) last announced its earnings results on Wednesday, April 22nd. The semiconductor company reported $1.47 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.36 by $0.11. Lam Research had a return on equity of 66.21% and a net margin of 30.94%.The business had revenue of $5.84 billion for the quarter, compared to analyst estimates of $5.70 billion. During the same period in the previous year, the company earned $1.04 earnings per share. The company’s revenue for the quarter was up 23.8% compared to the same quarter last year. On average, research analysts expect that Lam Research Corporation will post 5.68 earnings per share for the current fiscal year.

Lam Research Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 8th. Shareholders of record on Wednesday, June 17th were paid a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Wednesday, June 17th. Lam Research’s dividend payout ratio (DPR) is 19.62%.

Insiders Place Their Bets

In other news, Director Abhijit Y. Talwalkar sold 18,282 shares of the stock in a transaction that occurred on Monday, July 13th. The stock was sold at an average price of $335.00, for a total transaction of $6,124,470.00. Following the completion of the transaction, the director directly owned 87,142 shares in the company, valued at approximately $29,192,570. This represents a 17.34% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Ava Harter sold 6,010 shares of the stock in a transaction that occurred on Monday, April 27th. The shares were sold at an average price of $258.66, for a total value of $1,554,546.60. Following the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 104,621 shares of company stock worth $33,804,737 in the last quarter. Company 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.