Webster Bank N. A. Purchases 6,151 Shares of Lam Research Corporation $LRCX

Key Points

• Webster Bank N.A. increased its position in Lam Research (LRCX) by 23.7% in Q4, purchasing 6,151 shares to hold 32,094 shares worth about $5.494 million.
• Insiders sold significant stock last quarter — Director Eric Brandt sold 35,000 shares ($7.896M) and CFO Douglas Bettinger sold 50,057 shares ($11.214M), with insiders offloading 130,886 shares totaling roughly $29.66M and insider ownership at 0.31%.
• Analysts pushed targets higher, with several firms raising price targets to the $285–$300 range and the consensus rating at "Moderate Buy" (average target $246.94); Lam also beat Q4 EPS estimates and set Q3 2026 guidance of $1.25–$1.45.

Webster Bank N. A. boosted its position in shares of Lam Research Corporation (NASDAQ:LRCX - Free Report) by 23.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 32,094 shares of the semiconductor company's stock after purchasing an additional 6,151 shares during the quarter. Webster Bank N. A.'s holdings in Lam Research were worth $5,494,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Capital Advisors Ltd. LLC raised its holdings in Lam Research by 1.1% during the 4th quarter. Capital Advisors Ltd. LLC now owns 4,646 shares of the semiconductor company's stock worth $795,000 after purchasing an additional 51 shares during the last quarter. Financial Consulate Inc. grew its position in shares of Lam Research by 2.7% during the 4th quarter. Financial Consulate Inc. now owns 2,157 shares of the semiconductor company's stock worth $369,000 after buying an additional 57 shares during the period. Abound Wealth Management grew its position in shares of Lam Research by 6.9% during the 4th quarter. Abound Wealth Management now owns 931 shares of the semiconductor company's stock worth $159,000 after buying an additional 60 shares during the period. Independence Bank of Kentucky grew its position in shares of Lam Research by 6.0% during the 4th quarter. Independence Bank of Kentucky now owns 1,060 shares of the semiconductor company's stock worth $181,000 after buying an additional 60 shares during the period. Finally, McLean Asset Management Corp grew its position in shares of Lam Research by 1.3% during the 4th quarter. McLean Asset Management Corp now owns 5,099 shares of the semiconductor company's stock worth $873,000 after buying an additional 65 shares during the period. 84.61% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Lam Research news, Director Eric Brandt sold 35,000 shares of the company's stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $225.60, for a total transaction of $7,896,000.00. Following the completion of the transaction, the director owned 253,705 shares of the company's stock, valued at $57,235,848. This represents a 12.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Douglas R. Bettinger sold 50,057 shares of the company's stock in a transaction that occurred on Wednesday, March 4th. The stock was sold at an average price of $224.03, for a total value of $11,214,269.71. Following the transaction, the chief financial officer directly owned 1,081,705 shares of the company's stock, valued at approximately $242,334,371.15. This trade represents a 4.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 130,886 shares of company stock valued at $29,658,802 in the last quarter. 0.31% of the stock is currently owned by insiders.

Lam Research Stock Up 0.5%

Shares of LRCX traded up $1.39 on Tuesday, hitting $268.71. The company's stock had a trading volume of 1,009,935 shares, compared to its average volume of 11,416,072. The company has a quick ratio of 1.61, a current ratio of 2.26 and a debt-to-equity ratio of 0.37. The firm's fifty day moving average price is $228.24 and its 200-day moving average price is $190.76. Lam Research Corporation has a fifty-two week low of $61.14 and a fifty-two week high of $272.49. The firm has a market capitalization of $335.56 billion, a price-to-earnings ratio of 55.03, a P/E/G ratio of 2.81 and a beta of 1.78.

Lam Research (NASDAQ:LRCX - Get Free Report) last issued its quarterly earnings data 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. Lam Research had a return on equity of 62.81% and a net margin of 30.22%.The business had revenue of $5.34 billion during the quarter, compared to analyst estimates of $5.23 billion. During the same period in the previous year, the firm earned $0.91 EPS. Lam Research's quarterly 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. On average, equities research analysts expect that Lam Research Corporation will post 3.71 EPS for the current year.

Lam Research Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 8th. Shareholders 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 dividend on an annualized basis and a yield of 0.4%. Lam Research's dividend payout ratio is 21.31%.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Needham & Company LLC boosted their target price on Lam Research from $250.00 to $300.00 and gave the stock a "buy" rating in a research report on Thursday, January 29th. JPMorgan Chase & Co. boosted their target price on Lam Research from $165.00 to $300.00 and gave the stock an "overweight" rating in a research report on Thursday, January 29th. Sanford C. Bernstein boosted their target price on Lam Research from $275.00 to $285.00 and gave the stock an "outperform" rating in a research report on Monday, February 9th. Wells Fargo & Company boosted their target price on Lam Research from $250.00 to $290.00 and gave the stock an "overweight" rating in a research report on Thursday, January 29th. Finally, UBS Group set a $300.00 target price on Lam Research in a research report on Thursday, January 29th. Twenty-seven analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, Lam Research presently has an average rating of "Moderate Buy" and an average target price of $246.94.

About Lam Research

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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