Clarius Group LLC Has $1.22 Million Holdings in Lam Research Corporation $LRCX

Clarius Group LLC cut its holdings in shares of Lam Research Corporation (NASDAQ:LRCX) by 3.9% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,549 shares of the semiconductor company’s stock after selling 504 shares during the period. Clarius Group LLC’s holdings in Lam Research were worth $1,222,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently added to or reduced their stakes in LRCX. Vanguard Group Inc. lifted its position in Lam Research by 6.9% during the 1st quarter. Vanguard Group Inc. now owns 129,152,102 shares of the semiconductor company’s stock valued at $9,389,358,000 after purchasing an additional 8,364,375 shares during the period. Nuveen LLC acquired a new position in Lam Research during the 1st quarter valued at about $604,344,000. Price T Rowe Associates Inc. MD lifted its position in Lam Research by 99.7% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 5,739,221 shares of the semiconductor company’s stock valued at $417,242,000 after purchasing an additional 2,864,863 shares during the period. Boston Partners lifted its position in Lam Research by 9,978.3% during the 1st quarter. Boston Partners now owns 2,350,362 shares of the semiconductor company’s stock valued at $170,787,000 after purchasing an additional 2,327,041 shares during the period. Finally, Goldman Sachs Group Inc. raised its position in shares of Lam Research by 25.8% in the 1st quarter. Goldman Sachs Group Inc. now owns 9,536,708 shares of the semiconductor company’s stock valued at $693,319,000 after acquiring an additional 1,953,221 shares during the period. 84.61% of the stock is currently owned by institutional investors and hedge funds.

Lam Research Price Performance

NASDAQ:LRCX opened at $145.81 on Friday. Lam Research Corporation has a 1-year low of $56.32 and a 1-year high of $147.91. The company has a current ratio of 2.21, a quick ratio of 1.55 and a debt-to-equity ratio of 0.38. The firm has a fifty day simple moving average of $110.47 and a 200 day simple moving average of $92.37. The stock has a market capitalization of $183.87 billion, a PE ratio of 35.05, a P/E/G ratio of 1.78 and a beta of 1.84.

Lam Research (NASDAQ:LRCX) last released its earnings results on Wednesday, July 30th. The semiconductor company reported $1.33 earnings per share for the quarter, beating the consensus estimate of $1.21 by $0.12. Lam Research had a net margin of 29.07% and a return on equity of 58.17%. The business had revenue of $5.17 billion during the quarter, compared to analysts’ expectations of $4.99 billion. During the same period last year, the business earned $1.03 earnings per share. The firm’s revenue was up 33.6% on a year-over-year basis. Lam Research has set its Q1 2026 guidance at 1.100-1.300 EPS. On average, research analysts expect that Lam Research Corporation will post 3.71 EPS for the current fiscal year.

Lam Research Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 15th. Investors of record on Wednesday, September 24th will be paid a $0.26 dividend. This is a boost from Lam Research’s previous quarterly dividend of $0.23. This represents a $1.04 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Wednesday, September 24th. Lam Research’s dividend payout ratio (DPR) is 25.00%.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on LRCX shares. Rothschild & Co Redburn increased their price target on shares of Lam Research from $115.00 to $140.00 and gave the company a “buy” rating in a research report on Wednesday. Citigroup increased their price target on shares of Lam Research from $113.00 to $120.00 and gave the company a “buy” rating in a research report on Monday, September 8th. Argus increased their price target on shares of Lam Research from $105.00 to $120.00 and gave the company a “buy” rating in a research report on Friday, August 1st. Hsbc Global Res upgraded shares of Lam Research to a “hold” rating in a research report on Tuesday, September 30th. Finally, Raymond James Financial increased their price target on shares of Lam Research from $90.00 to $110.00 and gave the company an “outperform” rating in a research report on Thursday, July 31st. Twenty-three research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, Lam Research has a consensus rating of “Moderate Buy” and an average price target of $119.20.

Lam Research Profile

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products.