Flputnam Investment Management Co. Buys 25,173 Shares of Lam Research Corporation $LRCX

Flputnam Investment Management Co. grew its stake in shares of Lam Research Corporation (NASDAQ:LRCX) by 5.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 496,854 shares of the semiconductor company’s stock after buying an additional 25,173 shares during the period. Lam Research makes up 1.0% of Flputnam Investment Management Co.’s portfolio, making the stock its 17th biggest position. Flputnam Investment Management Co.’s holdings in Lam Research were worth $66,529,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the stock. Selective Wealth Management Inc. bought a new position in Lam Research during the 3rd quarter worth approximately $231,000. Quotient Wealth Partners LLC increased its stake in Lam Research by 4.8% in the third quarter. Quotient Wealth Partners LLC now owns 5,697 shares of the semiconductor company’s stock valued at $763,000 after purchasing an additional 260 shares in the last quarter. Perpetual Ltd raised its holdings in Lam Research by 92.5% in the third quarter. Perpetual Ltd now owns 18,941 shares of the semiconductor company’s stock worth $2,536,000 after purchasing an additional 9,101 shares during the period. Signal Advisors Wealth LLC bought a new position in shares of Lam Research during the third quarter worth $216,000. Finally, Bartlett & CO. Wealth Management LLC grew its holdings in shares of Lam Research by 7.2% in the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 2,157 shares of the semiconductor company’s stock valued at $289,000 after buying an additional 145 shares during the period. 84.61% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Lam Research

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

• Positive Sentiment: Multiple sell‑side upgrades and price‑target increases from major firms lift sentiment and implied upside — B. Riley raised its target to $195 and maintained a buy rating. Article Title
• Positive Sentiment: Deutsche Bank raised its target to $195 and reiterated a buy, citing stronger forward visibility; that adds another institutional vote of confidence. Article Title
• Positive Sentiment: Mizuho lifted its price target to $200 from $170, maintaining an outperform view — another sizable increase that signals analysts expect stronger 2026 demand. Article Title
• Positive Sentiment: Coverage roundup: three firms turned bullish on LRCX today, a concentrated shift that drove short‑term buying interest. Article Title
• Positive Sentiment: Technical momentum: LRCX just flashed a golden‑cross (longer MA crossing above shorter MA) and cleared the 20‑day moving average — a buy signal that attracts momentum traders. Article Title
• Positive Sentiment: Investor recognition: IBD named Lam an “IBD Stock of the Day” and noted all‑time high momentum tied to 2026 prospects, which can attract retail inflows. Article Title
• Neutral Sentiment: Analysis pieces and price‑range summaries reflect consensus views and model updates (price forecasts shown from ~$175 to $210) — useful context but not a direct catalyst on its own. Article Title
• Neutral Sentiment: Feature coverage (Forbes) reviews the drivers behind today’s move and the 2026 thesis; good background for investors but largely descriptive. Article Title
• Neutral Sentiment: Corporate/community items (annual collegiate challenge winners) are positive PR but unlikely to move the stock materially. Article Title

Insider Buying and Selling at Lam Research

In other Lam Research news, Director Bethany Mayer sold 1,298 shares of the business’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $159.99, for a total transaction of $207,667.02. Following the sale, the director directly owned 1,652 shares of the company’s stock, valued at $264,303.48. The trade was a 44.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, SVP Vahid Vahedi sold 52,190 shares of the stock in a transaction dated Monday, October 13th. The stock was sold at an average price of $138.90, for a total transaction of $7,249,191.00. Following the transaction, the senior vice president owned 251,047 shares of the company’s stock, valued at approximately $34,870,428.30. This represents a 17.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 102,608 shares of company stock worth $14,916,496. Company insiders own 0.31% of the company’s stock.

Lam Research Stock Performance

Shares of Lam Research stock opened at $172.27 on Friday. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.21 and a quick ratio of 1.60. The firm has a market cap of $216.38 billion, a price-to-earnings ratio of 37.95, a price-to-earnings-growth ratio of 1.77 and a beta of 1.77. The stock’s 50-day moving average is $154.83 and its 200-day moving average is $123.08. Lam Research Corporation has a one year low of $56.32 and a one year high of $173.58.

Lam Research (NASDAQ:LRCX) last announced its earnings results on Wednesday, October 22nd. The semiconductor company reported $1.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.22 by $0.04. The business had revenue of $5.32 billion for the quarter, compared to analyst estimates of $5.23 billion. Lam Research had a return on equity of 60.60% and a net margin of 29.66%.Lam Research’s revenue for the quarter was up 27.7% compared to the same quarter last year. During the same quarter last year, the firm earned $0.86 EPS. Lam Research has set its Q2 2026 guidance at 1.050-1.250 EPS. Equities analysts predict that Lam Research Corporation will post 3.71 earnings per share for the current fiscal year.

Lam Research Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 7th. Stockholders of record on Wednesday, December 3rd will be given a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a dividend yield of 0.6%. The ex-dividend date of this dividend is Wednesday, December 3rd. Lam Research’s payout ratio is currently 22.91%.

Analyst Ratings Changes

Several analysts recently commented on LRCX shares. Jefferies Financial Group reaffirmed a “buy” rating and set a $200.00 price objective (up previously from $175.00) on shares of Lam Research in a research note on Monday, December 15th. Citigroup increased their price target on Lam Research from $175.00 to $190.00 and gave the stock a “buy” rating in a report on Tuesday, November 11th. Zacks Research cut Lam Research from a “strong-buy” rating to a “hold” rating in a report on Monday, November 24th. Sanford C. Bernstein boosted their price objective on Lam Research from $170.00 to $175.00 and gave the company an “outperform” rating in a research report on Friday, November 21st. Finally, Barclays set a $142.00 target price on Lam Research and gave the stock an “equal weight” rating in a research note on Monday, October 20th. Twenty-six analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat.com, Lam Research presently has an average rating of “Moderate Buy” and a consensus target price of $160.37.

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.