OneAscent Wealth Management LLC Purchases New Holdings in Lam Research Corporation $LRCX

07 Nov 2025, 08:14 by Doug Wharley · The Cerbat Gem

OneAscent Wealth Management LLC purchased a new stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,212 shares of the semiconductor company’s stock, valued at approximately $313,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in LRCX. BankPlus Wealth Management LLC boosted its stake in Lam Research by 2.0% in the second quarter. BankPlus Wealth Management LLC now owns 5,248 shares of the semiconductor company’s stock valued at $511,000 after acquiring an additional 105 shares during the last quarter. ORG Partners LLC lifted its stake in shares of Lam Research by 7.3% in the 2nd quarter. ORG Partners LLC now owns 1,676 shares of the semiconductor company’s stock valued at $162,000 after purchasing an additional 114 shares during the period. Quotient Wealth Partners LLC grew its stake in shares of Lam Research by 2.1% during the second quarter. Quotient Wealth Partners LLC now owns 5,437 shares of the semiconductor company’s stock worth $529,000 after purchasing an additional 114 shares during the period. Fairvoy Private Wealth LLC increased its holdings in Lam Research by 3.0% in the second quarter. Fairvoy Private Wealth LLC now owns 4,185 shares of the semiconductor company’s stock valued at $407,000 after purchasing an additional 120 shares during the last quarter. Finally, Rosenberg Matthew Hamilton lifted its stake in Lam Research by 16.0% in the second quarter. Rosenberg Matthew Hamilton now owns 869 shares of the semiconductor company’s stock valued at $85,000 after buying an additional 120 shares during the period. 84.61% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have commented on LRCX. Argus upped their target price on shares of Lam Research from $105.00 to $120.00 and gave the company a “buy” rating in a research note on Friday, August 1st. Susquehanna raised their price objective on Lam Research from $135.00 to $200.00 and gave the stock a “positive” rating in a research note on Thursday, October 23rd. Erste Group Bank assumed coverage on Lam Research in a research note on Thursday, August 14th. They issued a “buy” rating for the company. Citigroup raised their price target on Lam Research from $120.00 to $175.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Finally, Cantor Fitzgerald reiterated an “overweight” rating and issued a $170.00 price objective on shares of Lam Research in a research report on Thursday, October 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-six have given a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $148.54.

Get Our Latest Analysis on Lam Research

Lam Research Stock Down 1.7%

Lam Research stock opened at $162.19 on Friday. The company’s 50-day moving average price is $133.76 and its two-hundred day moving average price is $105.64. The company has a quick ratio of 1.60, a current ratio of 2.21 and a debt-to-equity ratio of 0.37. The stock has a market cap of $203.72 billion, a P/E ratio of 35.72, a P/E/G ratio of 1.68 and a beta of 1.87. Lam Research Corporation has a twelve month low of $56.32 and a twelve month high of $166.92.

Lam Research (NASDAQ:LRCX – Get Free Report) last posted its quarterly earnings data on Wednesday, October 22nd. The semiconductor company reported $1.26 earnings per share for the quarter, topping the consensus estimate of $1.22 by $0.04. Lam Research had a return on equity of 60.60% and a net margin of 29.66%.The firm had revenue of $5.32 billion for the quarter, compared to analysts’ expectations of $5.23 billion. During the same quarter last year, the business earned $0.86 EPS. The company’s quarterly revenue was up 27.7% compared to the same quarter last year. Lam Research has set its Q2 2026 guidance at 1.050-1.250 EPS. As a group, analysts expect that Lam Research Corporation will post 3.71 EPS for the current year.

Lam Research Announces Dividend

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

Insider Buying and Selling at Lam Research

In related news, insider Ava Harter sold 9,010 shares of the company’s stock in a transaction that occurred on Monday, October 27th. The shares were sold at an average price of $157.47, for a total transaction of $1,418,804.70. Following the completion of the transaction, the insider directly owned 56,786 shares in the company, valued at $8,942,091.42. This represents a 13.69% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Vahid Vahedi sold 52,190 shares of the stock in a transaction on Monday, October 13th. The shares were sold at an average price of $138.90, for a total value of $7,249,191.00. Following the completion of the transaction, the senior vice president owned 251,047 shares of the company’s stock, valued at $34,870,428.30. The trade was a 17.21% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 62,498 shares of company stock worth $8,875,663 over the last three months. Corporate insiders own 0.31% of the company’s stock.

About Lam Research

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