Tredje AP fonden Invests $9.50 Million in Lam Research Corporation $LRCX

Tredje AP fonden purchased a new stake in shares of Lam Research Corporation (NASDAQ:LRCX) in the third quarter, HoldingsChannel.com reports. The firm purchased 70,981 shares of the semiconductor company’s stock, valued at approximately $9,504,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Hillsdale Investment Management Inc. acquired a new stake in shares of Lam Research during the third quarter valued at about $1,229,000. Sava Infond d.o.o. boosted its holdings in Lam Research by 5.8% in the third quarter. Sava Infond d.o.o. now owns 79,650 shares of the semiconductor company’s stock valued at $10,665,000 after purchasing an additional 4,400 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management grew its stake in Lam Research by 185.0% during the 3rd quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 69,549 shares of the semiconductor company’s stock valued at $9,313,000 after purchasing an additional 45,145 shares in the last quarter. China Universal Asset Management Co. Ltd. increased its holdings in Lam Research by 42.4% during the 3rd quarter. China Universal Asset Management Co. Ltd. now owns 49,911 shares of the semiconductor company’s stock worth $6,694,000 after purchasing an additional 14,869 shares during the last quarter. Finally, Y.D. More Investments Ltd raised its position in shares of Lam Research by 11.2% in the 3rd quarter. Y.D. More Investments Ltd now owns 10,838 shares of the semiconductor company’s stock valued at $1,406,000 after purchasing an additional 1,088 shares in the last quarter. Hedge funds and other institutional investors own 84.61% of the company’s stock.

Lam Research Trading Up 3.2%

NASDAQ LRCX opened at $244.92 on Friday. Lam Research Corporation has a one year low of $56.32 and a one year high of $251.87. The company has a 50-day simple moving average of $209.11 and a 200-day simple moving average of $160.30. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.61 and a current ratio of 2.26. The firm has a market capitalization of $305.85 billion, a PE ratio of 50.19, a price-to-earnings-growth ratio of 2.63 and a beta of 1.78.

Lam Research (NASDAQ:LRCX) last announced its quarterly earnings results on Wednesday, January 28th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.10. The business had revenue of $5.34 billion for the quarter, compared to the consensus estimate of $5.23 billion. Lam Research had a return on equity of 62.81% and a net margin of 30.22%.The business’s revenue was up 22.1% on a year-over-year basis. During the same quarter last year, the business posted $0.91 EPS. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. On average, equities analysts forecast that Lam Research Corporation will post 3.71 earnings per share for the current year.

Lam Research Announces Dividend

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

Analyst Ratings Changes

A number of research firms have recently weighed in on LRCX. Zacks Research raised shares of Lam Research from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 20th. The Goldman Sachs Group set a $262.00 price objective on shares of Lam Research and gave the company a “buy” rating in a research note on Thursday, January 29th. Morgan Stanley boosted their target price on shares of Lam Research from $211.00 to $244.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 29th. Summit Insights raised shares of Lam Research from a “hold” rating to a “buy” rating in a research report on Thursday, January 29th. Finally, Stifel Nicolaus lifted their price target on Lam Research from $250.00 to $280.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. One investment 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 stock. According to MarketBeat.com, Lam Research has an average rating of “Moderate Buy” and a consensus price target of $244.88.

Lam Research News Roundup

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

Insider Buying and Selling

In other Lam Research news, Director Eric Brandt sold 35,000 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $225.60, for a total value of $7,896,000.00. Following the completion of the sale, the director directly owned 253,705 shares in the company, valued at $57,235,848. This represents a 12.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.31% of the stock is currently owned by insiders.

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.