National Pension Service Adds $19M in Lam Research Corporation ($LRCX)

Key Points

  • National Pension Service changed its Lam Research Corporation ($LRCX) stake by 1.6% last quarter, boosting to 3,364,610 shares worth $1.22 billion.
  • Wall Street's consensus rating on $LRCX is Buy and an average price target of $323.38.
  • $LRCX last traded around $363.27.

National Pension Service increased its position in Lam Research Corporation ($LRCX) by 1.6% during the most recent quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,364,610 shares of Lam Research Corporation after buying 52,415 shares during the quarter. National Pension Service's holdings in Lam Research Corporation were worth $1.22 billion as of its most recent filing.

Lam Research Corporation ($LRCX) Stock

Last price$363.27
Market cap$458.71B
P/E ratio69.47
Forward P/E46.04
PEG ratio2.14
Beta1.87
52-week low$87.75
52-week high$373.82
50-day MA$285.93
200-day MA$204.48
Current ratio2.54
Quick ratio1.70
Debt-to-equity0.35

Lam Research Corporation Earnings

EPS (ttm)$5.28
Revenue (ttm)$21.68B
Revenue growth23.8%
Net margin30.9%
Return on equity66.8%
Next earningsApr 22, 2026

Lam Research Corporation Dividend

Annual dividend$1.04
Dividend yield28.00%
Payout ratio19.1%
Ex-dividend dateJun 17, 2026

Analysts Set New Price Targets

ConsensusBuy
Average target$323.38
High target$425.00
Low target$220.00
Analysts covering32

About Lam Research Corporation

Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced CVD products. It also provides Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. In addition, the company offers Coronus bevel clean products to enhance die yield; and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications. Further, it provides Reliant deposition, etch, and clean products; and Sense.i platform products, as well as customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.

ExchangeNasdaqGS
SectorTechnology
IndustrySemiconductor Equipment & Materials
HeadquartersFremont, CA
CEOMr. Timothy M. Archer
Employees20,600

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