LRCX dividend analysis

LRCX dividend deep dive

LRCX returns 1.60% per year through the dividend at the current $106.00 share price. The payout sits at 76% of trailing earnings, leaving 24% as retained capital — the standard line for evaluating dividend safety alongside the company's free-cash-flow trajectory.

Pillar mix backing the LRCX dividend: Quality 81/100, Risk 66/100, and a payout-strain adjustment that lands the dividend safety at 71/100. The Risk pillar is the place to look first if leverage or earnings cyclicality is a concern.

Reinvested-distribution math on LRCX at $106.00: holding yield (1.60%) and growth (4.6%) constant, the cumulative income compounds to roughly 8.7% over 5 years, 18.1% over 10, 39.4% over 20.

On the peer line for LRCX: KO (5.00%), PG (1.50%), PEP (2.90%). The cohort-mean yield (3.13%) sets the baseline; the 1.60% read on LRCX is 1.53 pp below that anchor.

For LRCX cash-flow planning: ex-date 2026-03-01, settlement 2026-03-15, quarterly run-rate $0.425/share. Annualized: $1.70.

LRCX synthesis: yield 1.60%, growth 4.6%, safety 71/100, payout 76%. The next earnings line will tell whether free-cash-flow conversion supports the current trajectory.