TD Cowen Has Lowered Expectations for Lamb Weston (NYSE:LW) Stock Price

Lamb Weston (NYSE:LW) had its price objective cut by TD Cowen from $60.00 to $55.00 in a note issued to investors on Monday,MarketScreener reports. The firm currently has a “hold” rating on the specialty retailer’s stock. TD Cowen’s price objective suggests a potential upside of 31.11% from the stock’s previous close.

Other equities analysts have also issued research reports about the company. BNP Paribas Exane lowered Lamb Weston from an “outperform” rating to a “neutral” rating in a research note on Monday. BNP Paribas set a $48.00 price objective on Lamb Weston in a research report on Monday. Bank of America dropped their target price on Lamb Weston from $66.00 to $53.00 and set a “neutral” rating for the company in a report on Monday. Cfra Research upgraded shares of Lamb Weston to a “hold” rating in a research note on Thursday, October 2nd. Finally, Wells Fargo & Company dropped their price objective on shares of Lamb Weston from $68.00 to $54.00 and set an “overweight” rating for the company in a research note on Tuesday. Three investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $54.18.

Lamb Weston Stock Performance

Shares of NYSE LW opened at $41.95 on Monday. The company has a current ratio of 1.43, a quick ratio of 0.64 and a debt-to-equity ratio of 2.08. The company has a market capitalization of $5.83 billion, a P/E ratio of 15.07, a P/E/G ratio of 4.03 and a beta of 0.44. Lamb Weston has a 12 month low of $41.41 and a 12 month high of $68.61. The stock has a 50 day moving average of $59.64 and a 200-day moving average of $56.98.

Lamb Weston (NYSE:LW) last announced its quarterly earnings results on Friday, December 19th. The specialty retailer reported $0.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.68 by $0.01. The business had revenue of $1.62 billion during the quarter, compared to the consensus estimate of $1.59 billion. Lamb Weston had a return on equity of 27.71% and a net margin of 6.06%.The company’s quarterly revenue was up 1.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.66 EPS. As a group, equities research analysts predict that Lamb Weston will post 3.1 EPS for the current year.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Hudson Bay Capital Management LP acquired a new position in shares of Lamb Weston in the 3rd quarter worth approximately $719,000. Allworth Financial LP boosted its position in Lamb Weston by 40.1% during the third quarter. Allworth Financial LP now owns 1,817 shares of the specialty retailer’s stock valued at $106,000 after acquiring an additional 520 shares during the last quarter. Swiss Life Asset Management Ltd acquired a new stake in Lamb Weston during the 3rd quarter worth about $347,000. ARQ Wealth Advisors LLC bought a new position in shares of Lamb Weston in the 3rd quarter worth about $568,000. Finally, CIBC Private Wealth Group LLC raised its position in shares of Lamb Weston by 48.6% in the 3rd quarter. CIBC Private Wealth Group LLC now owns 3,275 shares of the specialty retailer’s stock worth $190,000 after acquiring an additional 1,071 shares in the last quarter. 89.56% of the stock is owned by institutional investors and hedge funds.

Key Lamb Weston News

Here are the key news stories impacting Lamb Weston this week:

• Positive Sentiment: Barclays reaffirmed an overweight recommendation on Lamb Weston, signaling continued conviction from that shop despite the recent selloff. Barclays maintains Lamb Weston overweight
• Positive Sentiment: Unusually large call-option buying has been reported, indicating bullish positioning by some traders that could provide short-term support or volatility. Stock Traders Buy High Volume of Lamb Weston Call Options
• Neutral Sentiment: Wells Fargo kept an overweight stance but cut its price target materially (from $68 to $54), a mixed signal: continued long bias but lower upside expectations. Wells Fargo price target cut
• Neutral Sentiment: Several firms (TD Cowen, Stifel) are maintaining “hold” or neutral stances, reflecting broader analyst caution rather than bullish conviction. TD Cowen hold
• Neutral Sentiment: Market summaries note that analysts as a group are neutral on Lamb Weston, which supports a lack of strong catalyst to reverse the downtrend. Analysts are neutral on consumer goods stocks
• Negative Sentiment: BNP Paribas Exane downgraded Lamb Weston from outperform to neutral, removing a prior source of analyst upside. BNP Paribas Exane rating lowered
• Negative Sentiment: Bank of America lowered its expectations for Lamb Weston’s stock price, adding to downward pressure from big-bank outlook adjustments. Bank of America lowers expectations
• Negative Sentiment: Critical commentary and analysis highlight sustained underperformance and question valuation after the selloff — headlines and think pieces (Seeking Alpha, Benzinga) reinforce bearish sentiment and may discourage buyers. Seeking Alpha: Not a great deal after selloff Benzinga: Sustained underperformance

About Lamb Weston

Lamb Weston, traded on the NYSE under the symbol LW, is a leading global processor and supplier of frozen potato products. The company’s portfolio includes a variety of potato-based items such as French fries, potato wedges, hash browns and specialty cuts tailored to the foodservice and retail grocery channels. Lamb Weston serves quick-service restaurants, full-service operators, grocery chains and food distributors, offering customized product formats, packaging solutions and seasoning options to meet evolving customer demands.

Founded in 1950 and headquartered in Eagle, Idaho, Lamb Weston has grown from a regional processor into one of the world’s largest producers of frozen potato products.