Lamb Weston $LW Position Increased by Weiss Asset Management LP

Weiss Asset Management LP lifted its position in Lamb Weston (NYSE:LW) by 197.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 162,286 shares of the specialty retailer’s stock after acquiring an additional 107,707 shares during the period. Weiss Asset Management LP’s holdings in Lamb Weston were worth $6,858,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Healthcare of Ontario Pension Plan Trust Fund grew its position in Lamb Weston by 288.0% during the 1st quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 174,006 shares of the specialty retailer’s stock worth $7,353,000 after purchasing an additional 129,159 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Lamb Weston by 350.9% in the first quarter. Arrowstreet Capital Limited Partnership now owns 1,451,954 shares of the specialty retailer’s stock valued at $61,360,000 after purchasing an additional 1,129,918 shares in the last quarter. Caxton Associates LLP purchased a new stake in shares of Lamb Weston in the first quarter valued at $1,679,000. Inceptionr LLC acquired a new stake in shares of Lamb Weston in the first quarter worth $386,000. Finally, Sei Investments Co. grew its holdings in shares of Lamb Weston by 128.6% during the first quarter. Sei Investments Co. now owns 52,226 shares of the specialty retailer’s stock valued at $2,207,000 after buying an additional 29,384 shares in the last quarter. Institutional investors and hedge funds own 89.56% of the company’s stock.

More Lamb Weston News

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

• Positive Sentiment: Lamb Weston beat fiscal Q4 earnings and revenue estimates, with stronger North American volume driving the top line. Lamb Weston (LW) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: The company issued FY 2027 guidance that implies modest growth and revenue above consensus, suggesting management confidence in the turnaround. Lamb Weston earnings report
• Neutral Sentiment: Management said higher production and cost savings are helping offset inflation and geopolitical disruptions, but those headwinds are still affecting international sales. Seeking Alpha news
• Neutral Sentiment: Analysts remain cautious despite the beat, with at least one downgrade saying the stock may be past the worst but still faces meaningful challenges. Lamb Weston: Passing The Bottom, But Challenges Remain (Downgrade)
• Negative Sentiment: International weakness, inflation, and geopolitical volatility continue to pressure margins and could limit how quickly earnings improve. Lamb Weston Posts Higher Sales on North America Growth

Wall Street Analyst Weigh In

Several research analysts recently weighed in on LW shares. Stifel Nicolaus dropped their price target on Lamb Weston from $50.00 to $45.00 and set a “hold” rating on the stock in a research report on Thursday, April 2nd. Barclays raised their price objective on Lamb Weston from $46.00 to $50.00 and gave the stock an “overweight” rating in a research report on Tuesday. Stephens initiated coverage on Lamb Weston in a report on Wednesday, May 27th. They issued an “equal weight” rating and a $46.00 target price on the stock. JPMorgan Chase & Co. upped their target price on Lamb Weston from $43.00 to $48.00 and gave the company a “neutral” rating in a report on Thursday, July 9th. Finally, BNP Paribas Exane reduced their price target on shares of Lamb Weston from $48.00 to $41.00 and set a “neutral” rating for the company in a research report on Thursday, April 2nd. Three investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $49.27.

Lamb Weston Trading Up 0.8%

NYSE LW opened at $49.57 on Friday. The company has a current ratio of 1.46, a quick ratio of 0.69 and a debt-to-equity ratio of 1.99. Lamb Weston has a 1-year low of $37.62 and a 1-year high of $67.07. The firm’s fifty day simple moving average is $44.73 and its 200-day simple moving average is $44.25. The company has a market capitalization of $6.84 billion, a PE ratio of 23.83, a price-to-earnings-growth ratio of 6.58 and a beta of 0.47.

Lamb Weston (NYSE:LW) last released its quarterly earnings data on Friday, July 24th. The specialty retailer reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.63 by $0.24. Lamb Weston had a return on equity of 23.77% and a net margin of 4.61%.The firm had revenue of $1.77 billion during the quarter, compared to analysts’ expectations of $1.70 billion. During the same quarter last year, the firm earned $0.87 earnings per share. The business’s revenue for the quarter was up 5.6% on a year-over-year basis. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. As a group, sell-side analysts anticipate that Lamb Weston will post 3.08 earnings per share for the current fiscal year.

Lamb Weston Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Friday, August 7th will be issued a dividend of $0.38 per share. This represents a $1.52 annualized dividend and a dividend yield of 3.1%. The ex-dividend date is Friday, August 7th. Lamb Weston’s payout ratio is currently 71.03%.

Lamb Weston Company Profile

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.