Farther Finance Advisors LLC Buys 19,254 Shares of Lam Research Corporation $LRCX

Key Points

• Farther Finance Advisors LLC increased its stake in Lam Research by 63.1% during Q4, buying 19,254 additional shares to hold 49,779 shares valued at $8.521 million.
• Lam Research beat Q4 estimates (EPS $1.27 vs. $1.17; revenue $5.34B), set Q3 2026 guidance of 1.250–1.450 EPS, and carries a Wall Street consensus of "Moderate Buy" with a mean price target of $247.26.
• Significant insider selling has occurred recently — CFO Douglas Bettinger sold 50,057 shares (~$11.2M) and insiders disposed of 130,886 shares (~$29.66M) over the past 90 days, while institutional ownership remains high at 84.61%.

Farther Finance Advisors LLC raised its stake in Lam Research Corporation (NASDAQ:LRCX - Free Report) by 63.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 49,779 shares of the semiconductor company's stock after acquiring an additional 19,254 shares during the period. Farther Finance Advisors LLC's holdings in Lam Research were worth $8,521,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the stock. Capital Advisors Ltd. LLC grew its position in Lam Research by 1.1% in the fourth quarter. Capital Advisors Ltd. LLC now owns 4,646 shares of the semiconductor company's stock valued at $795,000 after acquiring an additional 51 shares during the period. Financial Consulate Inc. grew its position in Lam Research by 2.7% in the fourth quarter. Financial Consulate Inc. now owns 2,157 shares of the semiconductor company's stock valued at $369,000 after acquiring an additional 57 shares during the period. Abound Wealth Management grew its position in Lam Research by 6.9% in the fourth quarter. Abound Wealth Management now owns 931 shares of the semiconductor company's stock valued at $159,000 after acquiring an additional 60 shares during the period. Independence Bank of Kentucky grew its position in Lam Research by 6.0% in the fourth quarter. Independence Bank of Kentucky now owns 1,060 shares of the semiconductor company's stock valued at $181,000 after acquiring an additional 60 shares during the period. Finally, McLean Asset Management Corp grew its position in Lam Research by 1.3% in the fourth quarter. McLean Asset Management Corp now owns 5,099 shares of the semiconductor company's stock valued at $873,000 after acquiring an additional 65 shares during the period. 84.61% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

LRCX has been the topic of a number of analyst reports. Zacks Research cut Lam Research from a "strong-buy" rating to a "hold" rating in a research report on Monday, April 6th. UBS Group set a $300.00 price target on Lam Research in a research report on Thursday, January 29th. Sanford C. Bernstein upped their price target on Lam Research from $275.00 to $285.00 and gave the company an "outperform" rating in a research report on Monday, February 9th. Oppenheimer restated an "outperform" rating and set a $265.00 target price on shares of Lam Research in a report on Thursday, January 29th. Finally, New Street Research increased their target price on Lam Research from $140.00 to $235.00 and gave the stock a "neutral" rating in a report on Tuesday, March 31st. Twenty-seven analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $247.26.

Lam Research Price Performance

Shares of LRCX stock opened at $265.16 on Thursday. The stock's fifty day moving average is $230.19 and its 200-day moving average is $192.28. The stock has a market capitalization of $331.12 billion, a PE ratio of 54.34, a PEG ratio of 2.90 and a beta of 1.78. Lam Research Corporation has a 52 week low of $61.14 and a 52 week high of $273.50. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.61 and a current ratio of 2.26.

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

Lam Research Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 8th. Investors of record on Wednesday, March 4th were issued a $0.26 dividend. The ex-dividend date was Wednesday, March 4th. This represents a $1.04 annualized dividend and a yield of 0.4%. Lam Research's dividend payout ratio (DPR) is currently 21.31%.

Lam Research News Roundup

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

• Positive Sentiment: Multiple analysts and firms have reiterated upgrades and bullish price targets for LRCX, signaling continued Wall Street confidence in Lam’s growth from memory and AI infrastructure spending. Stifel Nicolaus Forecasts Strong Price Appreciation for Lam Research
• Positive Sentiment: Consensus expectations point to another strong quarter: revenue and EPS momentum, and a history of earnings beats, leave Lam positioned to beat estimates again — a potential catalyst at the next report. Lam Research (LRCX) Earnings Expected to Grow
• Positive Sentiment: Broader AI-driven demand and sector momentum have pushed LRCX strongly higher in recent months, with social and analyst chatter around higher price targets and durable capital spending by chipmakers. This supports a constructive medium‑term thesis. Lam Research Stock Opinions on AI Semiconductor Boom
• Neutral Sentiment: Lam’s upcoming earnings call on April 22 is drawing market attention; the event could amplify volatility as investors re‑position ahead of guidance and management commentary. Lam Research Earnings Call Draws Market Focus
• Neutral Sentiment: General tech‑earnings themes and stock‑picking narratives are highlighting Lam as a beneficiary of AI infrastructure long term, though near‑term moves will hinge on guidance and supply‑chain commentary. Tech Earnings Are Here. Whatever Happens, These 4 Stocks Should Thrive
• Negative Sentiment: ASML’s latest update pushed chip‑equipment peers lower after investors focused on margin cadence and export‑control risks; that sector pressure is a primary reason LRCX shares are down today. Lam Research falls 3.4% as chip-equipment stocks retreat after ASML update
• Negative Sentiment: Notable insider selling and large institutional rebalancings were highlighted in recent data feeds — these flows can add selling pressure into a volatile pre‑earnings period. Lam Research falls 3.4% as chip-equipment stocks retreat after ASML update (insider/flow notes)

Insider Activity at Lam Research

In other Lam Research news, CFO Douglas R. Bettinger sold 50,057 shares of the firm's stock in a transaction dated 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 transaction, the chief financial officer owned 1,081,705 shares in the company, valued at approximately $242,334,371.15. This trade represents a 4.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Ava Harter sold 4,000 shares of the firm's stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $232.50, for a total value of $930,000.00. Following the transaction, the insider owned 54,705 shares in the company, valued at approximately $12,718,912.50. This trade represents a 6.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 130,886 shares of company stock worth $29,658,802 over the last 90 days. Insiders own 0.31% of the company's stock.

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.

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