BNP Paribas Exane Cuts Lamb Weston (NYSE:LW) Price Target to $41.00

Lamb Weston (NYSE:LW) had its target price decreased by BNP Paribas Exane from $48.00 to $41.00 in a report released on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the specialty retailer’s stock. BNP Paribas Exane’s price target would suggest a potential upside of 6.47% from the company’s current price.

Several other equities analysts have also recently issued reports on the stock. Stifel Nicolaus lowered their target price on Lamb Weston from $50.00 to $45.00 and set a “hold” rating for the company in a research note on Thursday. Bank of America decreased their price objective on Lamb Weston from $49.00 to $47.00 and set a “neutral” rating for the company in a report on Thursday. Jefferies Financial Group raised their price objective on Lamb Weston from $67.00 to $70.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Deutsche Bank Aktiengesellschaft dropped their target price on shares of Lamb Weston from $46.00 to $40.00 and set a “hold” rating on the stock in a report on Monday. Finally, Sanford C. Bernstein reiterated a “market perform” rating and issued a $46.00 price target on shares of Lamb Weston in a research note on Monday, December 29th. Three research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $48.00.

Lamb Weston Price Performance

LW stock traded up $0.03 during mid-day trading on Thursday, hitting $38.51. 2,499,872 shares of the stock were exchanged, compared to its average volume of 3,268,819. The company has a debt-to-equity ratio of 2.08, a current ratio of 1.43 and a quick ratio of 0.64. The business has a fifty day moving average price of $45.21 and a 200 day moving average price of $51.97. Lamb Weston has a 12 month low of $37.62 and a 12 month high of $67.07. The stock has a market capitalization of $5.35 billion, a price-to-earnings ratio of 13.90, a PEG ratio of 6.15 and a beta of 0.43.

Lamb Weston (NYSE:LW) last issued its quarterly earnings results on Wednesday, April 1st. The specialty retailer reported $0.72 EPS for the quarter, beating analysts’ consensus estimates of $0.61 by $0.11. The business had revenue of $1.56 billion for the quarter, compared to analysts’ expectations of $1.49 billion. Lamb Weston had a net margin of 6.06% and a return on equity of 27.71%. The business’s quarterly revenue was up 2.9% on a year-over-year basis. During the same period last year, the business earned $1.10 earnings per share. On average, sell-side analysts anticipate that Lamb Weston will post 3.1 EPS for the current year.

Insider Transactions at Lamb Weston

In related news, insider Jan Eli B. Craps acquired 50,000 shares of the stock in a transaction dated Friday, February 6th. The shares were purchased at an average cost of $48.65 per share, with a total value of $2,432,500.00. Following the transaction, the insider directly owned 300,000 shares in the company, valued at approximately $14,595,000. This represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.29% of the company’s stock.

Hedge Funds Weigh In On Lamb Weston

Institutional investors have recently bought and sold shares of the stock. Bank of Nova Scotia boosted its stake in Lamb Weston by 2.0% during the third quarter. Bank of Nova Scotia now owns 9,685 shares of the specialty retailer’s stock worth $563,000 after buying an additional 189 shares during the period. MCF Advisors LLC lifted its holdings in shares of Lamb Weston by 44.2% in the 4th quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock worth $27,000 after acquiring an additional 199 shares during the last quarter. Banque de Luxembourg S.A. lifted its holdings in shares of Lamb Weston by 13.6% in the 3rd quarter. Banque de Luxembourg S.A. now owns 1,772 shares of the specialty retailer’s stock worth $103,000 after acquiring an additional 212 shares during the last quarter. EverSource Wealth Advisors LLC boosted its stake in shares of Lamb Weston by 6.5% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 3,718 shares of the specialty retailer’s stock worth $216,000 after purchasing an additional 228 shares during the period. Finally, Clearstead Advisors LLC boosted its stake in shares of Lamb Weston by 8.0% during the 4th quarter. Clearstead Advisors LLC now owns 3,101 shares of the specialty retailer’s stock worth $130,000 after purchasing an additional 229 shares during the period. 89.56% of the stock is owned by hedge funds and other institutional investors.

More Lamb Weston News

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

• Positive Sentiment: Quarterly beat on top- and bottom-line: LW reported $1.56B revenue and $0.72 adjusted EPS, both above consensus, showing demand resilience in North America. Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides
• Positive Sentiment: Management is pushing cash-flow discipline: LW boosted its FY sales & EBITDA midpoint, is cutting capex (~$100M reduction) and pursuing a $250M cost-savings program that management says is on track — supports near-term free cash flow. Company Press Release
• Positive Sentiment: Input-cost tailwind potential: Management expects lower contracted potato costs in North America (low-to-mid single-digit decline) and a larger drop in Europe next year — a meaningful catalyst for margin recovery in FY2027 if volumes hold. Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides
• Neutral Sentiment: Analysts are revising models but remain mixed: Several firms cut price targets (Barclays, Wells Fargo, Stifel, BofA among others) while keeping constructive or neutral ratings, leaving upside in some street targets but signaling more conservative near-term expectations. Analyst Coverage Summary
• Neutral Sentiment: Valuation/Income angle: With shares down vs. the 12‑month high and a near-4% dividend yield, some investors view LW as a deep-value or income play if margins stabilize — MarketBeat shows a consensus PT well above current levels, implying long-term upside. MarketBeat Analysis
• Negative Sentiment: Margin pressure and international demand softness remain the primary near-term risk: management cited factory utilization, softer restaurant traffic in key international markets and pricing pressure, which drove a sharp YoY EPS decline despite revenue growth. Zacks Earnings Note
• Negative Sentiment: Activist investor scrutiny and execution risk: activist pressure has pushed strategy changes; successful execution of cost cuts and international turnaround is uncertain and is a key watch item for investors. Barron’s Coverage

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.