United Advisor Group LLC Invests $339,000 in Lam Research Corporation $LRCX

United Advisor Group LLC acquired a new stake in Lam Research Corporation (NASDAQ:LRCX) during the 4th quarter, Holdings Channel.com reports. The firm acquired 1,978 shares of the semiconductor company’s stock, valued at approximately $339,000.

Several other large investors have also bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in Lam Research by 0.3% in the third quarter. Vanguard Group Inc. now owns 130,974,214 shares of the semiconductor company’s stock valued at $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. lifted its holdings 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 buying an additional 3,263,658 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings 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 buying an additional 10,053,978 shares during the period. Finally, Nordea Investment Management AB lifted its holdings in Lam Research by 6.8% in the third quarter. Nordea Investment Management AB now owns 11,312,752 shares of the semiconductor company’s stock valued at $1,512,854,000 after buying an additional 718,178 shares during the period. 84.61% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

LRCX has been the topic of several analyst reports. Summit Insights upgraded shares of Lam Research from a “hold” rating to a “buy” rating in a report on Thursday, January 29th. Erste Group Bank lowered shares of Lam Research from a “buy” rating to a “hold” rating in a report on Thursday, April 2nd. Sanford C. Bernstein increased their price objective on shares of Lam Research from $275.00 to $285.00 and gave the company an “outperform” rating in a report on Monday, February 9th. Oppenheimer restated an “outperform” rating and issued a $265.00 price objective on shares of Lam Research in a report on Thursday, January 29th. Finally, Citigroup increased their price objective on shares of Lam Research from $265.00 to $300.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Twenty-seven analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $247.26.

Insider Transactions at Lam Research

In other news, Director Eric Brandt sold 35,000 shares of the stock in a transaction 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 completion of the sale, the director owned 253,705 shares of the company’s stock, valued at $57,235,848. This represents a 12.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Douglas R. Bettinger sold 50,057 shares of the stock in a transaction on Wednesday, March 4th. The stock was sold at an average price of $224.03, for a total transaction of $11,214,269.71. Following the sale, the chief financial officer directly owned 1,081,705 shares of the company’s stock, valued at $242,334,371.15. This represents a 4.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 130,886 shares of company stock valued at $29,658,802 over the last quarter. Corporate insiders own 0.31% of the company’s stock.

Key Stories Impacting Lam Research

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

• Positive Sentiment: Analyst write-ups and feature coverage highlight record semiconductor manufacturing demand and an upcoming “massive investor update” that could reinforce bullish guidance; the story frames Lam as a primary beneficiary of industry capacity expansion. Lam Research Stock Analysis: Buy or Sell Before the Massive Investor Update?
• Positive Sentiment: Zacks says Lam is likely to beat Q3 estimates as strong AI-chip demand and rising DRAM capex lift equipment spending — expectations for an earnings beat are directly supportive of the share rally. LRCX Likely to Beat Q3 Earnings Estimates: How to Play the Stock?
• Positive Sentiment: A separate Zacks preview urges investors to look beyond headline EPS/revenue — highlighting margin drivers and backlog indicators that could validate stronger-than-expected results and lift sentiment if reported. Lam Research (LRCX) Q3 Earnings Preview: What You Should Know Beyond the Headline Estimates
• Positive Sentiment: Reports that Elon Musk’s Terafab project is contacting semiconductor equipment suppliers raise the theoretical prospect of new, large-scale customers for makers of chip fabrication tools — a longer‑term demand driver for suppliers like Lam. Tesla, SpaceX Search For Suppliers For Elon Musk’s Terafab Project: Report
• Neutral Sentiment: Barron’s research/ratings page is updated — useful for tracking analyst coverage but it presents no single new catalyst; check for any rating or target changes that could move the stock. Lam Research Corp.
• Neutral Sentiment: Industry tracker: TSMC beat and raised its outlook, signaling broad AI-driven capacity growth that supports Lam’s end market — but the note also flags geopolitical and macro uncertainties that could affect timing or spending. Stocks to Watch: TSMC, Abbott Laboratories, Nvidia, Netflix

Lam Research Trading Up 2.5%

LRCX opened at $267.60 on Friday. The firm’s fifty day moving average is $231.88 and its two-hundred day moving average is $193.71. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.61 and a current ratio of 2.26. The firm has a market cap of $334.17 billion, a PE ratio of 54.84, a price-to-earnings-growth ratio of 2.78 and a beta of 1.78. Lam Research Corporation has a twelve month low of $61.14 and a twelve month high of $273.50.

Lam Research (NASDAQ:LRCX) last issued its quarterly earnings data on Wednesday, January 28th. The semiconductor company reported $1.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.10. Lam Research had a net margin of 30.22% and a return on equity of 62.81%. The company had revenue of $5.34 billion during the quarter, compared to the consensus estimate of $5.23 billion. During the same quarter in the prior year, the firm earned $0.91 earnings per share. The firm’s revenue was up 22.1% compared to the same quarter last year. Lam Research has set its Q3 2026 guidance at 1.250-1.450 EPS. Equities research analysts anticipate that Lam Research Corporation will post 3.71 EPS for the current year.

Lam Research Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 8th. Stockholders of record on Wednesday, March 4th were given a dividend of $0.26 per share. The ex-dividend date of this dividend was Wednesday, March 4th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Lam Research’s dividend payout ratio is currently 21.31%.

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.