Epoch Investment Partners Inc. Holds $135.20 Million Stake in Lam Research Corporation (LRCX)

1. Epoch Investment Partners Inc. reduced its Lam Research stake by 18.1% to 632,784 shares in Q1, worth $135.2 million Newsworthy Reliable Neutral
2. Lam Research is the 28th largest holding in Epoch Investment Partners' portfolio, comprising 0.8% of their assets Relevant Reliable Neutral
3. Institutional investors and hedge funds own 84.61% of Lam Research shares, with several modest recent changes in holdings Relevant Reliable Neutral
4. Analysts generally rate Lam Research as a Moderate Buy with a consensus target price of $360.51 Newsworthy Reliable Very positive
5. Lam Research’s Q1 earnings beat estimates with $1.47 EPS on $5.84 billion revenue, up 23.8% year-over-year Newsworthy Reliable Very positive
6. The company declared a quarterly dividend of $0.26 per share, indicating a 0.3% annual yield and 19.62% payout ratio Relevant Reliable Positive
7. Director Abhijit Y. Talwalkar sold 18,282 shares recently, reducing his ownership by 17.34% Relevant Reliable Negative
8. Lam Research, founded in 1980, supplies wafer fabrication equipment for semiconductor manufacturing globally Relevant Reliable Neutral

Type: standard news · Analysis confidence: 95%

Used in syntheses

• Lam Research projects $6.6B Q4 fiscal 2026 driven by AI and DRAM • Nvidia-SK Group $500B AI partnership with 2GW AI factory • Arm-based AI GPU servers exceed x86 spending in Q1 2026 • Intel posts $16.1B Q2 revenue with 59% AI segment growth • AMD commits to full-stack AI with backing from Microsoft, Meta, OpenAI • Qualcomm hikes smartphone processor prices double digits from Sept 2026 • Samsung-SK Hynix $950B US chip deals with Nvidia, Broadcom • Micron blocks Apple’s Chinese memory sourcing plans