Greater Midwest Financial Group LLC Acquires New Position in Lam Research Corporation $LRCX

Greater Midwest Financial Group LLC acquired a new stake in Lam Research Corporation (NASDAQ:LRCX) during the 3rd quarter, HoldingsChannel reports. The firm acquired 14,061 shares of the semiconductor company’s stock, valued at approximately $1,883,000. Lam Research makes up 1.2% of Greater Midwest Financial Group LLC’s investment portfolio, making the stock its 25th biggest holding.

Other institutional investors also recently modified their holdings of the company. Lingohr Asset Management GmbH boosted its stake in shares of Lam Research by 590.7% in the 3rd quarter. Lingohr Asset Management GmbH now owns 59,555 shares of the semiconductor company’s stock valued at $7,974,000 after purchasing an additional 50,933 shares during the last quarter. Mediolanum International Funds Ltd lifted its holdings in Lam Research by 52.0% in the third quarter. Mediolanum International Funds Ltd now owns 262,544 shares of the semiconductor company’s stock valued at $34,417,000 after buying an additional 89,856 shares during the period. First Citizens Bank & Trust Co. boosted its stake in 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 valued at $18,804,000 after acquiring an additional 10,408 shares during the last quarter. Oregon Public Employees Retirement Fund grew its holdings in 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 worth $19,369,000 after acquiring an additional 34,147 shares during the period. Finally, Truist Financial Corp raised its position 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 acquiring an additional 913,009 shares during the last quarter. Institutional investors and hedge funds own 84.61% of the company’s stock.

Insider Buying and Selling

In other Lam Research news, CFO Douglas R. Bettinger sold 40,080 shares of the company’s stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $150.60, for a total transaction of $6,036,048.00. Following the completion of the transaction, the chief financial officer owned 987,237 shares of the company’s stock, valued at $148,677,892.20. This represents a 3.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 0.31% of the company’s stock.

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?

Wall Street Analyst Weigh In

Several research firms have recently issued reports on LRCX. Bank of America raised their price target on Lam Research from $195.00 to $245.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Cantor Fitzgerald restated an “overweight” rating and set a $320.00 target price (up previously from $265.00) on shares of Lam Research in a report on Thursday, January 29th. Stifel Nicolaus upped their price target on Lam Research from $250.00 to $280.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Lam Research from $260.00 to $290.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $265.00 target price on shares of Lam Research in a research note on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, Lam Research currently has an average rating of “Moderate Buy” and a consensus price target of $243.32.

Lam Research Trading Up 8.3%

Shares of NASDAQ:LRCX opened at $231.01 on Friday. The firm has a market cap of $288.48 billion, a price-to-earnings ratio of 47.34, a PEG ratio of 2.31 and a beta of 1.78. Lam Research Corporation has a 12 month low of $56.32 and a 12 month high of $251.87. The company’s fifty day simple moving average is $194.38 and its 200 day simple moving average is $150.30. The company has a quick ratio of 1.61, a current ratio of 2.26 and a debt-to-equity ratio of 0.37.

Lam Research (NASDAQ:LRCX) last released its earnings results on Wednesday, January 28th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.17 by $0.10. Lam Research had a return on equity of 62.81% and a net margin of 30.22%.The firm had revenue of $5.34 billion during the quarter, compared to analysts’ expectations of $5.23 billion. During the same quarter in the prior year, the company earned $0.91 EPS. The company’s 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. As a group, research analysts forecast that Lam Research Corporation will post 3.71 EPS for the current fiscal year.

Lam Research Announces Dividend

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 paid a $0.26 dividend. The ex-dividend date is Wednesday, March 4th. This represents a $1.04 annualized dividend and a yield of 0.5%. Lam Research’s payout ratio is presently 21.31%.

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.