Lam Research Corporation $LRCX Shares Bought by Meiji Yasuda Life Insurance Co

Posted by George Bondi on Aug 30th, 2026

Meiji Yasuda Life Insurance Co boosted its position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 11.9% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 15,832 shares of the semiconductor company’s stock after buying an additional 1,682 shares during the period. Lam Research comprises 0.2% of Meiji Yasuda Life Insurance Co’s portfolio, making the stock its 17th biggest holding. Meiji Yasuda Life Insurance Co’s holdings in Lam Research were worth $6,860,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Paladin Partners LLC acquired a new stake in shares of Lam Research in the second quarter worth approximately $26,000. Bravera Wealth acquired a new position in Lam Research in the 2nd quarter valued at $46,000. Cedar Mountain Advisors LLC raised its stake in Lam Research by 242.9% in the 1st quarter. Cedar Mountain Advisors LLC now owns 120 shares of the semiconductor company’s stock valued at $26,000 after purchasing an additional 85 shares during the last quarter. Comprehensive Financial Planning Inc. PA purchased a new position in Lam Research in the 2nd quarter valued at $52,000. Finally, Vermillion Wealth Management Inc. acquired a new stake in Lam Research during the 1st quarter worth $26,000. Institutional investors and hedge funds own 84.61% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Susquehanna reaffirmed 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. Rothschild & Co Redburn boosted their price target on shares of Lam Research from $305.00 to $420.00 and gave the stock a “buy” rating in a research report on Wednesday, June 17th. Jefferies Financial Group set a $335.00 price objective on shares of Lam Research and gave the company a “buy” rating in a research note on Thursday, July 30th. Needham & Company LLC reiterated a “buy” rating and issued a $390.00 price objective on shares of Lam Research in a report on Thursday, July 30th. Finally, Raymond James Financial set a $425.00 target price on shares of Lam Research in a research note on Wednesday, June 10th. One research analyst has rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $357.31.

Get Our Latest Stock Report on LRCX

Lam Research Trading Down 5.2%

Shares of LRCX stock opened at $301.90 on Friday. The company’s 50-day moving average price is $330.43 and its 200-day moving average price is $289.14. The company has a current ratio of 2.63, a quick ratio of 1.91 and a debt-to-equity ratio of 0.30. The stock has a market cap of $377.77 billion, a price-to-earnings ratio of 52.41, a PEG ratio of 1.20 and a beta of 1.84. Lam Research Corporation has a twelve month low of $94.11 and a twelve month high of $438.50.

Lam Research (NASDAQ:LRCX – Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The semiconductor company reported $1.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.69 by $0.13. Lam Research had a net margin of 31.27% and a return on equity of 67.60%. The firm had revenue of $6.72 billion during the quarter, compared to analyst estimates of $6.66 billion. During the same quarter in the prior year, the firm posted $1.33 earnings per share. Lam Research’s quarterly revenue was up 30.0% on a year-over-year basis. Lam Research has set its Q1 2027 guidance at 2.000-2.300 EPS. As a group, equities analysts predict that Lam Research Corporation will post 9.33 earnings per share for the current year.

Lam Research Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 14th. Stockholders of record on Wednesday, September 23rd will be issued a dividend of $0.33 per share. The ex-dividend date is Wednesday, September 23rd. This represents a $1.32 dividend on an annualized basis and a dividend yield of 0.4%. This is an increase from Lam Research’s previous quarterly dividend of $0.26. Lam Research’s payout ratio is 18.06%.

Insider Transactions at Lam Research

In related news, Director Eric Brandt sold 54,500 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $350.80, for a total value of $19,118,600.00. Following the completion of the transaction, the director directly owned 199,205 shares in the company, valued at approximately $69,881,114. This represents a 21.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Neil J. Fernandes sold 7,659 shares of the firm’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $309.60, for a total value of $2,371,226.40. Following the sale, the senior vice president directly owned 58,470 shares of the company’s stock, valued at approximately $18,102,312. This trade represents a 11.58% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 80,441 shares of company stock worth $27,614,296 in the last 90 days. Insiders own 0.31% of the company’s stock.

Key Headlines Impacting Lam Research

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

Positive Sentiment: Lam Research broke ground on a 120,000-square-foot Oregon semiconductor laboratory as part of a planned investment of more than $3 billion in its global lab network over five years. The project is intended to accelerate process innovations for advanced AI chips and improve collaboration with customers, supporting the company’s long-term growth prospects. Lam Research breaks ground on AI semiconductor lab in Oregon
Positive Sentiment: The board approved a 27% increase in the quarterly dividend, from $0.26 to $0.33 per share. The payout is scheduled for October 14, 2026, for shareholders of record on September 23, providing a modest shareholder-return signal. Lam Research Corporation Announces a 27% Increase in Quarterly Dividend
Neutral Sentiment: Lam’s latest earnings exceeded consensus expectations, with quarterly earnings per share of $1.82 versus the $1.69 estimate and revenue of $6.72 billion. Revenue increased 30% year over year, while management issued fiscal first-quarter 2027 EPS guidance of $2.00 to $2.30. Analysts’ median price target remains substantially above recent trading levels, although Mizuho recently lowered its target to $365.
Neutral Sentiment: Two long-serving directors, Michael R. Cannon and Sohail U. Ahmed, plan to retire from the board on November 2, 2026. The transition could refresh governance but introduces some near-term uncertainty regarding board composition. Lam Research Announces Retirement of Michael R. Cannon and Sohail U. Ahmed from Board of Directors
Negative Sentiment: Investors appear increasingly concerned about tariffs, export restrictions and other U.S.-China trade measures. China was Lam’s largest geographic market in fiscal 2026, making the company particularly sensitive to policy changes that could reduce demand, hurt margins or disrupt its supply chain. These macro concerns have overshadowed the dividend increase and Oregon expansion. Lam Research Slides as China Trade Risk Appears to Outweigh Dividend Hike
Negative Sentiment: Reported insider activity shows selling rather than buying by executives and directors over the past six months, which may reinforce caution among investors, though such transactions can reflect personal financial planning rather than a view on company fundamentals.

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.