Lam Research Corporation $LRCX Shares Acquired by American Century Companies Inc.

American Century Companies Inc. boosted its position in Lam Research Corporation (NASDAQ:LRCX) by 20.4% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 2,654,347 shares of the semiconductor company’s stock after buying an additional 450,410 shares during the period. American Century Companies Inc.’s holdings in Lam Research were worth $355,417,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the company. Gilliland Jeter Wealth Management LLC increased its holdings in shares of Lam Research by 0.3% in the 3rd quarter. Gilliland Jeter Wealth Management LLC now owns 26,501 shares of the semiconductor company’s stock valued at $3,548,000 after acquiring an additional 69 shares during the last quarter. Gold Investment Management Ltd. lifted its stake in Lam Research by 0.5% during the third quarter. Gold Investment Management Ltd. now owns 14,736 shares of the semiconductor company’s stock worth $1,973,000 after purchasing an additional 70 shares during the last quarter. Hemington Wealth Management boosted its holdings in Lam Research by 4.3% in the third quarter. Hemington Wealth Management now owns 1,731 shares of the semiconductor company’s stock worth $231,000 after purchasing an additional 72 shares during the period. Magnus Financial Group LLC increased its stake in Lam Research by 0.3% during the third quarter. Magnus Financial Group LLC now owns 22,838 shares of the semiconductor company’s stock valued at $3,058,000 after purchasing an additional 76 shares during the last quarter. Finally, Addison Advisors LLC raised its holdings in shares of Lam Research by 2.8% during the third quarter. Addison Advisors LLC now owns 2,857 shares of the semiconductor company’s stock worth $383,000 after purchasing an additional 77 shares during the period. Institutional investors own 84.61% of the company’s stock.

Key Headlines Impacting Lam Research

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

• Positive Sentiment: Analyst upgrade lifted sentiment and earlier trading pushed LRCX to a 12‑month high, showing that buy-side momentum and improved estimates can drive near-term upside. Lam Research (NASDAQ:LRCX) Trading Up 2.1% After Analyst Upgrade
• Positive Sentiment: Lam is doubling down on specialty memory and close customer ties: a new Boise office to collaborate with Micron and a CEA‑Leti partnership for next‑gen specialty semiconductors — moves that could win design‑centered R&D work and drive equipment demand over the medium term. Leadership changes accompany the shift, signaling execution focus. Lam Research Resets Around Micron Partnership And Specialty Chip Expansion
• Positive Sentiment: Coverage and bullish commentary (including a prominent outlet projecting strong outperformance vs. peers) are adding investor attention and a constructive narrative around LRCX’s AI- and memory-related exposure. This can support multiple expansion if results and end‑market demand stay strong. Prediction: This AI Stock Will Be Worth More Than AMD by the End of 2026
• Neutral Sentiment: Market attention is high — LRCX is among the most‑searched names and recent pieces revisit the post‑earnings setup, suggesting elevated retail/institutional scrutiny that can amplify moves in either direction. Investors Heavily Search Lam Research Corporation (LRCX): Here is What You Need to Know
• Negative Sentiment: Sector‑level profit‑taking around Nvidia’s earnings (“buy the rumor, sell the news”) triggered a broader semiconductor pullback that hit Lam harder than the market; several reports note multi‑percent intraday drops. Short‑term market dynamics, not company fundamentals, appear to be the main driver of the recent down moves. Applied Materials, Broadcom, Lam Research, Western Digital, and Allegro MicroSystems Shares Are Falling, What You Need To Know
• Negative Sentiment: Standalone headlines highlight steeper declines versus the broader market and note the stock is lower since the last earnings report — a reminder that even after an earnings beat and solid guidance, cyclical demand and sentiment swings can pressure the shares. Lam Research (LRCX) Down 3.7% Since Last Earnings Report: Can It Rebound?

Lam Research Stock Performance

Lam Research stock opened at $233.89 on Friday. Lam Research Corporation has a fifty-two week low of $56.32 and a fifty-two week high of $256.68. The firm’s 50 day simple moving average is $216.90 and its 200-day simple moving average is $164.81. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.26 and a quick ratio of 1.61. The company has a market cap of $292.07 billion, a P/E ratio of 47.93, a price-to-earnings-growth ratio of 2.57 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, topping 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 firm had revenue of $5.34 billion during the quarter, compared to analyst estimates of $5.23 billion. During the same quarter last year, the business posted $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, equities research analysts predict that Lam Research Corporation will post 3.71 EPS for the current year.

Lam Research Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 8th. Stockholders of record on Wednesday, March 4th will be issued 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 dividend yield of 0.4%. Lam Research’s payout ratio is currently 21.31%.

Wall Street Analyst Weigh In

Several research analysts have recently commented on LRCX shares. Bank of America lifted their price target on shares of Lam Research from $195.00 to $245.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Evercore set a $275.00 target price on Lam Research in a research note on Thursday, January 29th. The Goldman Sachs Group set a $262.00 target price on Lam Research and gave the company a “buy” rating in a report on Thursday, January 29th. Summit Insights raised Lam Research from a “hold” rating to a “buy” rating in a report on Thursday, January 29th. Finally, Stifel Nicolaus upped their price objective 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 analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $245.19.

Insiders Place Their Bets

In related news, Director Eric Brandt sold 35,000 shares of the stock in a transaction dated 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 of the company’s stock, valued at approximately $57,235,848. This represents a 12.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.31% of the company’s stock.

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.