3,333 Shares in Lam Research Corporation $LRCX Acquired by Yeomans Consulting Group Inc.

26 Dec 2025, 09:52 by Doug Wharley · The Cerbat Gem

Yeomans Consulting Group Inc. purchased a new stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,333 shares of the semiconductor company’s stock, valued at approximately $476,000.

A number of other institutional investors and hedge funds also recently modified their holdings of LRCX. Norges Bank acquired a new stake in shares of Lam Research during the second quarter worth $1,894,585,000. JPMorgan Chase & Co. boosted its position in shares of Lam Research by 14.4% in the 2nd quarter. JPMorgan Chase & Co. now owns 40,622,437 shares of the semiconductor company’s stock valued at $3,954,188,000 after purchasing an additional 5,102,589 shares during the period. Nordea Investment Management AB increased its stake in Lam Research by 34.1% in the 2nd quarter. Nordea Investment Management AB now owns 10,594,574 shares of the semiconductor company’s stock worth $1,029,210,000 after purchasing an additional 2,692,189 shares in the last quarter. Artisan Partners Limited Partnership raised its holdings in Lam Research by 35.4% during the 2nd quarter. Artisan Partners Limited Partnership now owns 9,849,868 shares of the semiconductor company’s stock worth $958,786,000 after buying an additional 2,575,456 shares during the period. Finally, Sei Investments Co. lifted its stake in Lam Research by 103.5% during the second quarter. Sei Investments Co. now owns 3,049,460 shares of the semiconductor company’s stock valued at $296,833,000 after buying an additional 1,550,842 shares in the last quarter. Institutional investors and hedge funds own 84.61% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on LRCX shares. Berenberg Bank lifted their target price on shares of Lam Research from $122.00 to $165.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Lam Research in a research note on Monday. Zacks Research downgraded shares of Lam Research from a “strong-buy” rating to a “hold” rating in a research note on Monday, November 24th. Susquehanna increased their target price on Lam Research from $135.00 to $200.00 and gave the company a “positive” rating in a report on Thursday, October 23rd. Finally, New Street Research raised their target price on Lam Research from $105.00 to $140.00 and gave the stock a “neutral” rating in a research report on Thursday, October 23rd. Twenty-six research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $161.21.

View Our Latest Research Report on LRCX

Lam Research Stock Up 1.2%

LRCX opened at $177.24 on Friday. The company has a market capitalization of $222.62 billion, a PE ratio of 39.04, a price-to-earnings-growth ratio of 2.05 and a beta of 1.77. The company has a debt-to-equity ratio of 0.37, a current ratio of 2.21 and a quick ratio of 1.60. Lam Research Corporation has a fifty-two week low of $56.32 and a fifty-two week high of $177.56. The business has a 50-day moving average of $157.66 and a 200-day moving average of $125.34.

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

Lam Research Dividend Announcement

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

Insider Buying and Selling at Lam Research

In other news, CFO Douglas R. Bettinger sold 40,080 shares of the stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $150.60, for a total transaction of $6,036,048.00. Following the transaction, the chief financial officer owned 987,237 shares of the company’s stock, valued at approximately $148,677,892.20. This represents a 3.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Bethany Mayer sold 1,298 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $159.99, for a total value of $207,667.02. Following the completion of the transaction, the director directly owned 1,652 shares in the company, valued at $264,303.48. The trade was a 44.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 102,608 shares of company stock valued at $14,916,496. Corporate insiders own 0.31% of the company’s stock.

Lam Research Profile

(Free Report)

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.