Whalen Wealth Management Inc. Makes New $1.42 Million Investment in Lam Research Corporation $LRCX

Key Points

• Whalen Wealth Management initiated a new stake of 8,315 shares in Lam Research in Q4, valued at about $1.423 million.
• Institutional ownership is high (~84.61%), with large positions and recent increases from Vanguard, State Street, Invesco and Arrowstreet, signaling strong institutional interest and portfolio adjustments.
• Lam beat quarterly estimates (EPS $1.27 vs. $1.17; revenue $5.34B, +22.1% YoY), issued Q3 FY2026 EPS guidance of 1.25–1.45, and announced a $0.26 quarterly dividend (annualized $1.04, ~0.5% yield).

Whalen Wealth Management Inc. purchased a new stake in Lam Research Corporation (NASDAQ:LRCX - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 8,315 shares of the semiconductor company's stock, valued at approximately $1,423,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. grew its stake in Lam Research by 0.3% in the 3rd 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 last quarter. State Street Corp boosted its holdings in Lam Research by 0.4% during 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 acquiring an additional 265,805 shares during the period. Invesco Ltd. grew its position in shares of 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 purchasing an additional 3,263,658 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its stake in shares of 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 worth $1,518,542,000 after purchasing an additional 10,053,978 shares during the period. Finally, Nordea Investment Management AB lifted its position in shares of Lam Research by 6.8% during the 3rd quarter. Nordea Investment Management AB now owns 11,312,752 shares of the semiconductor company's stock worth $1,512,854,000 after purchasing an additional 718,178 shares during the last quarter. 84.61% of the stock is currently owned by institutional investors and hedge funds.

Lam Research Stock Performance

Shares of LRCX opened at $218.44 on Friday. Lam Research Corporation has a 1 year low of $56.32 and a 1 year high of $256.68. The company has a current ratio of 2.26, a quick ratio of 1.61 and a debt-to-equity ratio of 0.37. The stock has a 50 day simple moving average of $227.02 and a 200-day simple moving average of $184.88. The stock has a market cap of $272.78 billion, a PE ratio of 44.76, a PEG ratio of 2.35 and a beta of 1.78.

Lam Research (NASDAQ:LRCX - Get Free Report) last posted its earnings results on Wednesday, January 28th. The semiconductor company reported $1.27 earnings per share 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 business had revenue of $5.34 billion for the quarter, compared to analyst estimates of $5.23 billion. During the same quarter in the prior year, the firm earned $0.91 EPS. The firm'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, sell-side analysts predict that Lam Research Corporation will post 3.71 EPS for the current fiscal year.

Lam Research Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 8th. Shareholders of record on Wednesday, March 4th will be given a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date is Wednesday, March 4th. Lam Research's dividend payout ratio (DPR) is presently 21.31%.

Insider Activity

In other Lam Research news, Director Eric Brandt sold 35,000 shares of the company's stock in a transaction dated 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 transaction, the director directly owned 253,705 shares in the company, valued at approximately $57,235,848. This represents a 12.12% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Ava Harter sold 1,500 shares of the stock in a transaction on Wednesday, March 4th. The shares were sold at an average price of $222.66, for a total value of $333,990.00. Following the completion of the transaction, the insider directly owned 53,205 shares in the company, valued at approximately $11,846,625.30. This trade represents a 2.74% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 130,886 shares of company stock valued at $29,658,802. Company insiders own 0.31% of the company's stock.

Wall Street Analysts Forecast Growth

LRCX has been the topic of several recent analyst reports. Deutsche Bank Aktiengesellschaft lifted their price target on Lam Research from $260.00 to $290.00 and gave the stock a "buy" rating in a research report on Thursday, January 29th. Rothschild & Co Redburn boosted their target price on shares of Lam Research from $225.00 to $265.00 and gave the stock a "buy" rating in a research report on Friday, February 6th. B. Riley Financial reissued a "buy" rating on shares of Lam Research in a report on Thursday, January 15th. Bank of America raised their price target on shares of Lam Research from $195.00 to $245.00 and gave the stock a "buy" rating in a research report on Tuesday, January 13th. Finally, Mizuho set a $265.00 price objective on shares of Lam Research in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, Lam Research currently has a consensus rating of "Moderate Buy" and a consensus target price of $245.35.

Key Lam Research News

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

• Positive Sentiment: Analyst upgrades and a higher price target pushed bullish flows — recent coverage flagged an upgrade and a price‑target raise to $235, which helped shares rally earlier in the session. Lam Research Shares Up on Analyst Upgrade Price Target Raised to $235
• Positive Sentiment: Analysts and outlets are naming LRCX among top semiconductor‑equipment picks as semiconductor capex and AI chip demand accelerate — this thematic coverage supports expectations for stronger order cycles and revenue visibility. Semiconductor Capex Rising 2 AI Pick-and-Shovel Stocks
• Neutral Sentiment: The company scheduled its March quarter conference call for April 22 — investor focus will shift to management’s commentary on order trends and FY guidance, which could move the stock depending on the tone. March Quarter Conference Call
• Neutral Sentiment: Coverage pieces highlighting LRCX as a long‑term buy and mentions in “best stock” lists support investor interest, but are more sentiment drivers than immediate catalysts. Why Lam Research Is a Top Stock for the Long Term
• Neutral Sentiment: Institutional moves: reports show Bridgewater (Ray Dalio) trimmed its stake—worth noting for positioning, but not an immediate operational signal. Ray Dalio Trims Stake
• Negative Sentiment: Regulatory risk increased after lawmakers proposed tougher restrictions on exports of chipmaking tools to China, which would raise geopolitical and revenue uncertainty for equipment suppliers like Lam. US Lawmakers Propose Crackdown on Chip Tool Sales to China
• Negative Sentiment: Erste Group downgraded LRCX from Buy to Hold, a direct negative analyst signal that likely weighed on intraday sentiment despite other upgrades. Erste Downgrades Lam Research

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.

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