Canada Post Corp Registered Pension Plan Buys 132,115 Shares of Lam Research Corporation $LRCX

Canada Post Corp Registered Pension Plan boosted its stake in shares of Lam Research Corporation (NASDAQ:LRCX) by 623.2% during the 3rd quarter, Holdings Channel.com reports. The firm owned 153,315 shares of the semiconductor company’s stock after buying an additional 132,115 shares during the quarter. Lam Research accounts for about 0.9% of Canada Post Corp Registered Pension Plan’s holdings, making the stock its 19th largest position. Canada Post Corp Registered Pension Plan’s holdings in Lam Research were worth $20,098,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of LRCX. Lingohr Asset Management GmbH raised its stake in Lam Research by 590.7% during the 3rd quarter. Lingohr Asset Management GmbH now owns 59,555 shares of the semiconductor company’s stock worth $7,974,000 after acquiring an additional 50,933 shares during the period. Mediolanum International Funds Ltd boosted its position in shares of Lam Research by 52.0% in the third quarter. Mediolanum International Funds Ltd now owns 262,544 shares of the semiconductor company’s stock worth $34,417,000 after purchasing an additional 89,856 shares during the period. First Citizens Bank & Trust Co. increased its stake in shares of Lam Research by 8.0% in the third quarter. First Citizens Bank & Trust Co. now owns 140,433 shares of the semiconductor company’s stock worth $18,804,000 after purchasing an additional 10,408 shares in the last quarter. Oregon Public Employees Retirement Fund raised its position in shares of Lam Research by 30.9% during the 3rd quarter. Oregon Public Employees Retirement Fund now owns 144,656 shares of the semiconductor company’s stock valued at $19,369,000 after purchasing an additional 34,147 shares during the period. Finally, Truist Financial Corp lifted its stake in shares of Lam Research by 119.6% during the 3rd quarter. Truist Financial Corp now owns 1,676,637 shares of the semiconductor company’s stock valued at $224,502,000 after buying an additional 913,009 shares in the last quarter. Hedge funds and other institutional investors own 84.61% of the company’s stock.

Lam Research Trading Up 8.3%

Shares of LRCX opened at $231.01 on Friday. Lam Research Corporation has a fifty-two week low of $56.32 and a fifty-two week high of $251.87. 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 company’s fifty day moving average is $194.38 and its 200 day moving average is $150.30. The stock has a market capitalization of $288.48 billion, a PE ratio of 47.34, a P/E/G ratio of 2.31 and a beta of 1.78.

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

Lam Research Dividend Announcement

The business also recently disclosed 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. The ex-dividend date is Wednesday, March 4th. This represents a $1.04 dividend on an annualized basis and a yield of 0.5%. Lam Research’s dividend payout ratio is 21.31%.

Lam Research News Roundup

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

• Positive Sentiment: Lam announced a strategic alliance with CEA‑Leti and an internal leadership shift aimed at accelerating AI‑equipment development — investors see this as direct exposure to faster AI capex cycles. Lam Research Targets AI Growth With CEA Leti Deal And Leadership Shift
• Positive Sentiment: Celebrity investor/TV host Jim Cramer publicly endorsed adding LRCX to portfolios, raising retail/institutional interest and trading flows. Lam Research (LRCX) Is the Future, Says Jim Cramer
• Positive Sentiment: Argus and other analysts lifted price targets (Argus to $280) and the sell‑side average implies roughly 30% upside — upgrades and higher targets support buying interest. Argus Increases Lam Research Price Target to $280.00
• Positive Sentiment: Lam declared a $0.26 quarterly dividend (0.5% yield) — modest cash return but signals board confidence in cash flow and capital allocation. Lam Research Corporation Declares Quarterly Dividend
• Neutral Sentiment: Zacks and other screens highlight LRCX as a momentum pick amid recent market weakness — this flags participation from quant/momentum funds but also exposes the stock to volatility in a tech selloff. 3 Momentum Anomaly Stocks to Buy as Tech Rout Spooks Markets
• Neutral Sentiment: Company announced a board addition and COO transition — governance/leadership updates that deserve monitoring but aren’t an immediate revenue driver. Lam Research Announces Board Addition and COO Transition
• Negative Sentiment: Shares had a sharp pullback earlier in the week (noted as “down 10% in two days”), reflecting broader tech/crypto volatility — that recent selling created a short-term risk that some traders are buying into. Down 10 In Two Days, Is Lam Research A Good Buy?

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on LRCX shares. Dbs Bank increased their price target on Lam Research from $119.40 to $184.20 in a research note on Monday, October 27th. Wells Fargo & Company lifted their target price on Lam Research from $250.00 to $290.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft upped their price target on Lam Research from $260.00 to $290.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Oppenheimer reiterated an “outperform” rating and set a $265.00 price objective on shares of Lam Research in a research report on Thursday, January 29th. Finally, Citigroup upped their target price on shares of Lam Research from $265.00 to $300.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and six have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $243.32.

Insider Activity

In other news, CFO Douglas R. Bettinger sold 40,080 shares of Lam Research stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $150.60, for a total value of $6,036,048.00. Following the completion of the transaction, the chief financial officer owned 987,237 shares in the company, valued at approximately $148,677,892.20. The trade was a 3.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.31% of the stock is owned by insiders.

Lam Research 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.