Allspring Global Investments Holdings LLC Purchases 98,961 Shares of Lam Research Corporation $LRCX

Allspring Global Investments Holdings LLC increased its position in Lam Research Corporation (NASDAQ:LRCX) by 30.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 423,442 shares of the semiconductor company’s stock after acquiring an additional 98,961 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Lam Research were worth $78,362,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in LRCX. Vanguard Group Inc. grew its position in shares of Lam Research by 0.3% during the 3rd quarter. Vanguard Group Inc. now owns 130,974,214 shares of the semiconductor company’s stock worth $17,537,447,000 after buying an additional 364,949 shares during the period. State Street Corp lifted its holdings in Lam Research by 0.4% in the third quarter. State Street Corp now owns 59,817,352 shares of the semiconductor company’s stock valued at $8,024,684,000 after buying an additional 265,805 shares during the period. Invesco Ltd. boosted its stake in Lam Research by 18.2% in the third quarter. Invesco Ltd. now owns 21,182,948 shares of the semiconductor company’s stock valued at $2,836,397,000 after acquiring an additional 3,263,658 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its stake 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 valued at $1,518,542,000 after acquiring an additional 10,053,978 shares during the last quarter. Finally, Nordea Investment Management AB grew its holdings in Lam Research by 6.8% during the 3rd quarter. Nordea Investment Management AB now owns 11,312,752 shares of the semiconductor company’s stock worth $1,512,854,000 after acquiring an additional 718,178 shares during the period. 84.61% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Barclays upped their target price on shares of Lam Research from $250.00 to $255.00 and gave the company an “equal weight” rating in a research report on Tuesday, March 10th. B. Riley Financial reaffirmed a “buy” rating on shares of Lam Research in a research note on Thursday, January 15th. Deutsche Bank Aktiengesellschaft upped their price objective on Lam Research from $260.00 to $290.00 and gave the company a “buy” rating in a report on Thursday, January 29th. TD Cowen increased their target price on Lam Research from $170.00 to $290.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Finally, Oppenheimer restated an “outperform” rating and set a $265.00 target price on shares of Lam Research in a 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, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $245.35.

Insider Activity

In other Lam Research news, Director Eric Brandt sold 35,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the director directly owned 253,705 shares in the company, valued at approximately $57,235,848. This trade represents a 12.12% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Douglas R. Bettinger sold 50,057 shares of the company’s stock in a transaction that occurred on Wednesday, March 4th. The shares were sold at an average price of $224.03, for a total transaction of $11,214,269.71. Following the completion of the transaction, the chief financial officer owned 1,081,705 shares of the company’s stock, valued at $242,334,371.15. This trade represents a 4.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 130,886 shares of company stock worth $29,658,802 in the last 90 days. Corporate insiders own 0.31% of the company’s stock.

Lam Research News Summary

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

• Positive Sentiment: Analysis highlights Lam as a critical etch-equipment supplier in the AI-driven semiconductor cycle; the firm is expanding capex and headcount and has tightened working capital, lifting operating margins substantially — supportive for revenue and profit growth. Lam Research: Poised For Growth, Looking Past Short-Term Turbulence
• Positive Sentiment: Recent coverage and company commentary point to strong Q4 demand that boosted results and validates management’s revenue and EPS momentum heading into the next quarter — a near-term earnings catalyst. Strong Demand Lifted Lam Research Corporation (LRCX) in Q4
• Neutral Sentiment: Broader market rally (S&P/ Nasdaq strength) is lifting semiconductor stocks, providing a favorable macro backdrop that’s helping LRCX shares today. Stocks Rally as President Trump Considers Ending Iran War
• Neutral Sentiment: Industry initiatives to shore up the semiconductor talent pipeline (AMD Foundation joining the Last Mile Education Fund) are positive for long-term capacity and labor supply but are unlikely to move LRCX near-term. The AMD Foundation Joins Last Mile Education Fund’s National Semiconductor Coalition Protecting America’s Engineering Talent Pipeline
• Neutral Sentiment: Preview pieces and analyst notes expect double-digit earnings growth into the next quarter; upcoming results remain the next major event that could drive volatility in LRCX shares. What to Expect From Lam Research’s Next Quarterly Earnings Report What to Expect From Lam Research’s Next Quarterly Earnings Report (Barchart)
• Negative Sentiment: Geopolitical tension in the Middle East has raised a potential helium supply shock — a critical gas for some wafer-fab processes — introducing an operational risk that could constrain Lam’s ability to service customers and impact production schedules. Middle East Helium Shock Puts Lam Research Supply Chain In Focus
• Negative Sentiment: Competitor Applied Materials is deepening AI-focused product efforts and partnerships; stronger AMAT execution could pressure pricing and share in some WFE segments where Lam competes. AMAT Deepens its AI-Centric Product Expertise: Will it Deliver Growth?

Lam Research Price Performance

LRCX opened at $213.66 on Wednesday. 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 Corporation has a 12 month low of $56.32 and a 12 month high of $256.68. The company has a fifty day simple moving average of $227.18 and a 200 day simple moving average of $183.68. The stock has a market cap of $266.81 billion, a P/E ratio of 43.78, a P/E/G ratio of 2.15 and a beta of 1.77.

Lam Research (NASDAQ:LRCX) last posted its earnings results on Wednesday, January 28th. The semiconductor company reported $1.27 earnings per share for the quarter, topping the consensus estimate 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 for the quarter, compared to analyst estimates of $5.23 billion. During the same period in the previous year, the company posted $0.91 earnings per share. The company’s revenue for the quarter was up 22.1% on a year-over-year basis. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. On average, research analysts expect that Lam Research Corporation will post 3.71 EPS for the current year.

Lam Research Dividend Announcement

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

About Lam Research

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.