Lam Research (NASDAQ:LRCX) Stock Unloaded Sen. John Boozman

Senator John Boozman (R-Arkansas) recently sold shares of Lam Research Corporation (NASDAQ:LRCX). In a filing disclosed on February 15th, the Senator disclosed that they had sold between $1,001 and $15,000 in Lam Research stock on January 8th.

Senator John Boozman also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Omnicom Group (NYSE:OMC) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Eaton (NYSE:ETN) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of Caterpillar (NYSE:CAT) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Fiserv (NASDAQ:FISV) on 1/29/2026.
• Sold $1,001 – $15,000 in shares of Union Pacific (NYSE:UNP) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of CVS Health (NYSE:CVS) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of PayPal (NASDAQ:PYPL) on 1/29/2026.
• Purchased $1,001 – $15,000 in shares of DexCom (NASDAQ:DXCM) on 1/26/2026.
• Sold $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 1/26/2026.

Lam Research Trading Up 3.2%

NASDAQ:LRCX traded up $7.53 on Friday, reaching $244.92. 8,598,277 shares of the stock traded hands, compared to its average volume of 11,330,820. The company has a current ratio of 2.26, a quick ratio of 1.61 and a debt-to-equity ratio of 0.37. Lam Research Corporation has a 1-year low of $56.32 and a 1-year high of $251.87. The company’s 50 day moving average is $209.11 and its 200-day moving average is $159.86. The firm has a market capitalization of $305.85 billion, a price-to-earnings ratio of 50.19, a price-to-earnings-growth ratio of 2.55 and a beta of 1.78.

Lam Research (NASDAQ:LRCX) last posted its quarterly earnings data on Wednesday, January 28th. The semiconductor company reported $1.27 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.10. Lam Research had a net margin of 30.22% and a return on equity of 62.81%. The company had revenue of $5.34 billion for the quarter, compared to analyst estimates of $5.23 billion. During the same period in the prior year, the firm posted $0.91 EPS. The company’s quarterly revenue was up 22.1% on a year-over-year basis. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. Equities research analysts anticipate that Lam Research Corporation will post 3.71 EPS for the current fiscal year.

Lam Research Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Wednesday, March 4th will be given a dividend of $0.26 per share. This represents a $1.04 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date of this dividend is Wednesday, March 4th. Lam Research’s dividend payout ratio is currently 21.31%.

Institutional Trading of Lam Research

Several institutional investors and hedge funds have recently made changes to their positions in the company. Norges Bank purchased a new position in shares of Lam Research in the 4th quarter worth approximately $3,645,427,000. Price T Rowe Associates Inc. MD boosted its position in Lam Research by 352.2% in 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 purchasing an additional 10,666,540 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its position in Lam Research by 781.3% in the third quarter. Arrowstreet Capital Limited Partnership now owns 11,340,865 shares of the semiconductor company’s stock worth $1,518,542,000 after purchasing an additional 10,053,978 shares during the last quarter. JPMorgan Chase & Co. grew its stake in Lam Research by 14.4% in the 2nd quarter. JPMorgan Chase & Co. now owns 40,622,437 shares of the semiconductor company’s stock valued at $3,954,188,000 after purchasing an additional 5,102,589 shares during the period. Finally, Franklin Resources Inc. increased its position in shares of Lam Research by 57.0% during the 4th quarter. Franklin Resources Inc. now owns 10,110,560 shares of the semiconductor company’s stock valued at $1,730,724,000 after purchasing an additional 3,671,073 shares during the last quarter. Hedge funds and other institutional investors own 84.61% of the company’s stock.

Lam Research News Summary

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

• Positive Sentiment: TD Cowen raised its price target sharply to $290 (from $170) and kept a Buy rating, highlighting the large 2026 WFE market opportunity that benefits Lam. Is Lam Research (LRCX) One of the Best Growth Stocks to Buy for the Next 20 Years?
• Positive Sentiment: BofA’s Vivek Arya named Lam his top semiconductor-equipment pick, citing a projected ~$135B industry spending surge in 2026 as AI demand forces multi-year factory investment — a direct tailwind for Lam’s tools. Lam Research Named Top Semiconductor Pick As AI-Driven Manufacturing Supercycle Shifts Into High Gear
• Positive Sentiment: Lam’s Boise expansion strengthens its operational ties with Micron and positions the company to capture increased demand for AI memory production equipment. This local expansion is being read as evidence of customers ramping capacity. Lam Research Boise Expansion Deepens Micron Ties In AI Memory Cycle
• Positive Sentiment: Multiple bullish write-ups argue Lam has durable growth attributes that could drive strong multi-year returns, reinforcing investor conviction around the AI/memory-driven cycle. 3 Reasons Growth Investors Will Love Lam Research (LRCX) 3 Reasons Growth Investors Will Love Lam Research (LRCX) Is Lam Research (LRCX) One of the Best Growth Stocks to Buy for the Next 20 Years?
• Neutral Sentiment: A report about Japan’s Toto (a supplier to chip-equipment makers) and activist interest may signal broader supply‑chain positioning for chip-equipment suppliers, but it’s peripheral to Lam’s core demand drivers. This Toilet Stock Is Surging as an AI Bet. An Activist Sees More Gains.
• Neutral Sentiment: Two short-interest data entries in the feed show zero or inconsistent values (0 shares / NaN), which appears to be a reporting/data issue rather than a meaningful change in betting against the stock. Monitor reliable short-interest releases for any real pressure.
• Neutral Sentiment: Articles discussing the evolving Lam narrative compile the above themes (upgraded targets, expansion, AI cycle) — useful context but largely reiterative rather than new catalysts. How The Narrative Around Lam Research (LRCX) Is Evolving With New Forecasts And Expansion Moves

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on LRCX shares. The Goldman Sachs Group set a $262.00 price target on Lam Research and gave the stock a “buy” rating in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft raised their price target on shares of Lam Research from $260.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Summit Insights upgraded Lam Research from a “hold” rating to a “buy” rating in a research note on Thursday, January 29th. UBS Group set a $300.00 price target on Lam Research in a research note on Thursday, January 29th. Finally, Argus increased their price target on Lam Research from $175.00 to $280.00 in a report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $244.88.

Insider Buying and Selling at Lam Research

In related news, Director Eric Brandt sold 35,000 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $225.60, for a total transaction of $7,896,000.00. Following the completion of the transaction, the director owned 253,705 shares in the company, valued at approximately $57,235,848. This represents a 12.12% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.31% of the company’s stock.

About Senator Boozman

John Boozman (Republican Party) is a member of the U.S. Senate from Arkansas. He assumed office on January 3, 2011. His current term ends on January 3, 2029. Boozman (Republican Party) ran for re-election to the U.S. Senate to represent Arkansas. He won in the general election on November 8, 2022. Boozman won re-election in 2016. He faced Democrat Conner Eldridge, Libertarian Frank Gilbert, and write-in candidate Jason Tate in the general election. Arkansas’ U.S. Senate race was rated as safely Republican in 2016. Boozman began his political career in the U.S. House. He won a special election in 2001 and served in that position until his election to the Senate in 2010. Prior to his political career, Boozman worked as an optometrist. As of a 2014 analysis of multiple outside rankings, Boozman is an average Republican member of Congress, meaning he will vote with the Republican Party on the majority of bills. Below is an abbreviated outline of Boozman’s academic, professional, and political career: 2011-Present: U.S. Senator from Arkansas 2001-2011: U.S. Representative from Arkansas 1977: Graduated from Southern College of Optometry

Lam Research Company Profile

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.