Sculptor Capital LP Acquires New Shares in Lam Research Corporation $LRCX

Sculptor Capital LP acquired a new position in shares of Lam Research Corporation (NASDAQ:LRCX) during the first quarter, Holdings Channel.com reports. The institutional investor acquired 449,000 shares of the semiconductor company’s stock, valued at approximately $95,933,000. Lam Research comprises about 1.0% of Sculptor Capital LP’s holdings, making the stock its 25th biggest holding.

Other institutional investors and hedge funds have also bought and sold shares of the company. Bayban acquired a new stake in shares of Lam Research during the fourth quarter valued at about $26,000. Vermillion Wealth Management Inc. bought a new stake in shares of Lam Research during the first quarter worth about $26,000. Cedar Mountain Advisors LLC increased its stake in shares of Lam Research by 242.9% in the first quarter. Cedar Mountain Advisors LLC now owns 120 shares of the semiconductor company’s stock valued at $26,000 after buying an additional 85 shares during the period. Mcguire Capital Advisors Inc. acquired a new position in shares of Lam Research in the fourth quarter valued at approximately $27,000. Finally, Triumph Capital Management bought a new position in Lam Research in the 3rd quarter valued at approximately $27,000. Institutional investors and hedge funds own 84.61% of the company’s stock.

Analyst Ratings Changes

LRCX has been the topic of several recent research reports. New Street Research lifted their target price on shares of Lam Research from $235.00 to $280.00 and gave the stock a “neutral” rating in a research report on Monday, April 27th. Citigroup restated a “buy” rating and issued a $450.00 price target (up from $315.00) on shares of Lam Research in a research report on Wednesday, June 17th. Raymond James Financial set a $425.00 price target on shares of Lam Research in a report on Wednesday, June 10th. JPMorgan Chase & Co. lifted their price target on shares of Lam Research from $300.00 to $315.00 and gave the stock an “overweight” rating in a report on Thursday, April 23rd. Finally, Jefferies Financial Group boosted their price objective on shares of Lam Research from $285.00 to $315.00 and gave the stock a “buy” rating in a research note on Thursday, April 23rd. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $360.51.

Trending Headlines about Lam Research

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

• Positive Sentiment: Lam Research is expected to benefit from strong demand for AI chips and rising DRAM spending, which could support a potential earnings beat and improve sentiment ahead of results. Article Title
• Positive Sentiment: Wall Street is closely tracking key operating metrics, not just revenue and EPS, suggesting investors are focused on whether Lam Research can show healthy underlying business momentum in the June quarter. Article Title
• Positive Sentiment: The company’s recent role as a founding partner in the AI Materials Foundry keeps Lam Research tied to the broader AI infrastructure theme, which remains a major long-term driver for semiconductor equipment names. Article Title
• Neutral Sentiment: Analysts are publishing pre-earnings previews and forecast updates for Lam Research’s upcoming report, but these articles mostly reflect expectations rather than new company-specific developments. Article Title
• Neutral Sentiment: Semiconductor stocks have outperformed in 2026, but the group is pulling back this month as investors take profits and reprice valuations after a sharp AI-driven rally. Article Title
• Negative Sentiment: Some commentary argues Lam Research could be “dead money” over the next few years, reflecting valuation and return concerns that may be weighing on the stock. Article Title

Insider Activity

In other news, Director Abhijit Y. Talwalkar sold 18,282 shares of the business’s stock in a transaction that occurred on Monday, July 13th. The stock was sold at an average price of $335.00, for a total transaction of $6,124,470.00. Following the completion of the sale, the director owned 87,142 shares in the company, valued at $29,192,570. The trade was a 17.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Neil J. Fernandes sold 7,659 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The stock was sold at an average price of $309.60, for a total value of $2,371,226.40. Following the transaction, the senior vice president directly owned 58,470 shares in the company, valued at $18,102,312. The trade was a 11.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 98,611 shares of company stock worth $32,250,190 over the last quarter. 0.31% of the stock is currently owned by corporate insiders.

Lam Research Stock Performance

Shares of Lam Research stock opened at $305.21 on Monday. Lam Research Corporation has a one year low of $90.93 and a one year high of $438.50. The firm has a market capitalization of $381.69 billion, a price-to-earnings ratio of 57.59, a PEG ratio of 1.81 and a beta of 1.80. The business has a 50-day simple moving average of $341.74 and a 200 day simple moving average of $274.37. The company has a debt-to-equity ratio of 0.35, a current ratio of 2.54 and a quick ratio of 1.77.

Lam Research Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 8th. Shareholders of record on Wednesday, June 17th were paid a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend was Wednesday, June 17th. Lam Research’s dividend payout ratio (DPR) is 19.62%.

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.