Evelyn Partners Investment Management Services Ltd Sells 2,444 Shares of Lam Research Corporation $LRCX

Posted by Brian Himes on Jul 28th, 2026

Evelyn Partners Investment Management Services Ltd lessened its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 8.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,941 shares of the semiconductor company’s stock after selling 2,444 shares during the period. Evelyn Partners Investment Management Services Ltd’s holdings in Lam Research were worth $5,329,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Fideuram Asset Management Ireland dac purchased a new position in shares of Lam Research in the fourth quarter worth about $10,035,000. Generali Investments Management Co LLC grew its holdings in Lam Research by 62.0% in the 4th quarter. Generali Investments Management Co LLC now owns 36,274 shares of the semiconductor company’s stock valued at $6,209,000 after buying an additional 13,878 shares in the last quarter. Aware Super Pty Ltd as trustee of Aware Super purchased a new stake in Lam Research in the 1st quarter valued at $59,973,000. Krilogy Financial LLC increased its stake in shares of Lam Research by 19.5% in the 1st quarter. Krilogy Financial LLC now owns 28,111 shares of the semiconductor company’s stock worth $6,006,000 after acquiring an additional 4,584 shares during the last quarter. Finally, Y Intercept Hong Kong Ltd acquired a new stake in shares of Lam Research in the 1st quarter worth $26,489,000. Institutional investors own 84.61% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Sanford C. Bernstein boosted their price target on shares of Lam Research from $325.00 to $340.00 and gave the company an “outperform” rating in a research report on Thursday, May 21st. HSBC restated a “hold” rating and issued a $333.00 target price on shares of Lam Research in a research report on Monday. Cantor Fitzgerald set a $500.00 price target on shares of Lam Research and gave the company an “overweight” rating in a research note on Monday, June 29th. Susquehanna restated a “positive” rating and issued a $475.00 price objective (up from $385.00) on shares of Lam Research in a report on Tuesday, June 30th. Finally, New Street Research increased their price objective on shares of Lam Research from $235.00 to $280.00 and gave the stock a “neutral” rating in a research report on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, Lam Research presently has an average rating of “Moderate Buy” and a consensus price target of $363.37.

Get Our Latest Research Report on Lam Research

Lam Research Trading Down 4.5%

NASDAQ:LRCX opened at $291.61 on Tuesday. Lam Research Corporation has a 12-month low of $90.93 and a 12-month high of $438.50. The firm has a market cap of $364.68 billion, a PE ratio of 55.02, a price-to-earnings-growth ratio of 1.81 and a beta of 1.80. The company has a current ratio of 2.54, a quick ratio of 1.77 and a debt-to-equity ratio of 0.35. The stock has a fifty day moving average price of $342.02 and a 200 day moving average price of $274.96.

Lam Research Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 8th. Stockholders of record on Wednesday, June 17th were given a dividend of $0.26 per share. The ex-dividend date of this dividend was Wednesday, June 17th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.4%. Lam Research’s payout ratio is currently 19.62%.

Insider Buying and Selling

In related news, SVP Neil J. Fernandes sold 7,659 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $309.60, for a total value of $2,371,226.40. Following the sale, 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 legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Eric Brandt sold 54,500 shares of Lam Research stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $350.80, for a total transaction of $19,118,600.00. Following the completion of the transaction, the director owned 199,205 shares of the company’s stock, valued at $69,881,114. This represents a 21.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 98,611 shares of company stock worth $32,250,190. Company insiders own 0.31% of the company’s stock.

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.