Lam Research Corporation $LRCX Shares Sold by YHB Investment Advisors Inc.

Posted by Francis Steltz on Oct 8th, 2026

YHB Investment Advisors Inc. lessened its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 5.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 91,541 shares of the semiconductor company’s stock after selling 5,121 shares during the quarter. Lam Research accounts for about 1.9% of YHB Investment Advisors Inc.’s holdings, making the stock its 11th biggest position. YHB Investment Advisors Inc.’s holdings in Lam Research were worth $30,072,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Titleist Asset Management LLC increased its position in Lam Research by 20.7% in the 3rd quarter. Titleist Asset Management LLC now owns 1,296 shares of the semiconductor company’s stock worth $426,000 after purchasing an additional 222 shares during the last quarter. Apella Capital LLC lifted its holdings in shares of Lam Research by 41.4% during the 3rd quarter. Apella Capital LLC now owns 5,575 shares of the semiconductor company’s stock valued at $1,837,000 after buying an additional 1,632 shares during the last quarter. Everhart Financial Group Inc. grew its stake in shares of Lam Research by 0.9% in the 3rd quarter. Everhart Financial Group Inc. now owns 11,633 shares of the semiconductor company’s stock valued at $3,822,000 after buying an additional 105 shares in the last quarter. Avidian Wealth Enterprises LLC grew its stake in shares of Lam Research by 0.3% in the 3rd quarter. Avidian Wealth Enterprises LLC now owns 46,029 shares of the semiconductor company’s stock valued at $15,121,000 after buying an additional 123 shares in the last quarter. Finally, Valeo Financial Advisors LLC increased its holdings in Lam Research by 8.1% in the third quarter. Valeo Financial Advisors LLC now owns 11,195 shares of the semiconductor company’s stock worth $3,678,000 after buying an additional 838 shares during the last quarter. Hedge funds and other institutional investors own 84.61% of the company’s stock.

Lam Research Stock Performance

Shares of NASDAQ:LRCX traded down $9.50 during midday trading on Thursday, hitting $320.01. The company’s stock had a trading volume of 4,104,354 shares, compared to its average volume of 10,700,038. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.91 and a current ratio of 2.63. The stock’s 50 day simple moving average is $310.02 and its 200 day simple moving average is $305.12. The stock has a market capitalization of $400.47 billion, a price-to-earnings ratio of 55.45, a PEG ratio of 1.32 and a beta of 1.85. Lam Research Corporation has a fifty-two week low of $131.02 and a fifty-two week high of $438.50.

Lam Research (NASDAQ:LRCX – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The semiconductor company reported $1.82 earnings per share for the quarter, topping the consensus estimate of $1.69 by $0.13. Lam Research had a return on equity of 67.60% and a net margin of 31.27%.The business had revenue of $6.72 billion during the quarter, compared to analysts’ expectations of $6.66 billion. During the same quarter in the previous year, the firm earned $1.33 EPS. The firm’s revenue was up 30.0% compared to the same quarter last year. Lam Research has set its Q1 2027 guidance at 2.000-2.300 EPS. As a group, research analysts anticipate that Lam Research Corporation will post 9.34 earnings per share for the current year.

Lam Research Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 14th. Stockholders of record on Wednesday, September 23rd will be given a $0.33 dividend. This is a positive change from Lam Research’s previous quarterly dividend of $0.26. This represents a $1.32 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Wednesday, September 23rd. Lam Research’s dividend payout ratio (DPR) is currently 22.92%.

More Lam Research News

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

Positive Sentiment: Lam Research is benefiting from continued investment in AI chips, advanced packaging and high-bandwidth memory (HBM), which is increasing demand for the company’s wafer-fabrication equipment. The stock is reportedly up about 73% this year and ranks highly among stocks with strong return on equity. Is Lam Research a Smart AI Stock Pick for Long-Term Investors?
Positive Sentiment: Recent analysis continues to highlight Lam’s earnings growth, improving margins and consistent profitability. Its latest reported quarter exceeded consensus expectations, with revenue rising 30% year over year and EPS surpassing estimates, reinforcing the bullish fundamental case.
Positive Sentiment: Zacks included Lam Research among chip stocks with dependable earnings that could benefit from the AI boom, alongside NVIDIA, Applied Materials and TSMC. This keeps LRCX prominent among investors seeking semiconductor exposure. 4 Top Chip Stocks With Dependable Earnings to Ride the AI Boom
Neutral Sentiment: Lam Research is one of the most-watched stocks on Zacks, but the “trending stock” coverage reflects investor interest rather than a new company announcement or earnings catalyst. Lam Research Is a Trending Stock
Negative Sentiment: Valuation remains the main risk. Analysts note that Lam trades at a premium to KLA relative to trailing free cash flow, so continued gains may require sustained AI-driven growth and execution. A modest premarket decline in Europe also points to some near-term caution. Lam Research vs. KLA
Neutral Sentiment: One article references an abdominoplasty clinical trial while attributing it to Lam Research, which appears unrelated to the semiconductor-equipment company and should not be treated as relevant investment news.

Insider Activity

In related news, insider Ava Harter sold 5,000 shares of the company’s stock in a transaction on Monday, August 31st. The shares were sold at an average price of $302.46, for a total transaction of $1,512,300.00. Following the completion of the transaction, the insider directly owned 42,462 shares in the company, valued at $12,843,056.52. This represents a 10.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Bethany Mayer sold 9,557 shares of the firm’s stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $314.74, for a total transaction of $3,007,970.18. Following the completion of the sale, the director owned 20,995 shares in the company, valued at $6,607,966.30. This represents a 31.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 32,839 shares of company stock valued at $10,644,740. 0.31% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms have issued reports on LRCX. Barclays reiterated an “overweight” rating and issued a $335.00 target price (up from $275.00) on shares of Lam Research in a research note on Thursday, June 11th. B. Riley Financial increased their price target on shares of Lam Research from $350.00 to $390.00 and gave the stock a “buy” rating in a research note on Thursday, October 1st. Evercore restated an “outperform” rating and set a $355.00 price target on shares of Lam Research in a report on Monday, July 20th. Fundamental Research set a $390.00 price objective on shares of Lam Research in a research note on Thursday, October 1st. Finally, Raymond James Financial set a $425.00 price objective on shares of Lam Research in a report on Wednesday, June 10th. One 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 presently has a consensus rating of “Moderate Buy” and an average target price of $364.59.

View Our Latest Research Report on LRCX

Lam Research Profile

(Free Report)

Lam Research Corporation is a semiconductor equipment company that designs, manufactures, and services systems used in the fabrication of integrated circuits and other electronic devices. Its equipment supports key steps in the wafer manufacturing process, helping semiconductor producers create increasingly small and complex features on silicon wafers.

The company’s portfolio includes systems for etch, deposition, wafer cleaning, surface preparation, and related manufacturing processes.