Canada Pension Plan Investment Board ve 2. čtvrtletí koupil nový podíl v Lamb Weston: 24 400 akcií za zhruba 1,054 milionu USD. Lamb Weston zároveň oznámila čtvrtletní tržby ve výši 1,77 miliardy USD a zisk na akcii (EPS) 0,87 USD, nad odhady.
Canada Pension Plan Investment Board purchased a new stake in Lamb Weston (NYSE:LW – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 24,400 shares of the specialty retailer’s stock, valued at approximately $1,054,000.
A number of other institutional investors also recently modified their holdings of LW. Jones Financial Companies Lllp bought a new stake in shares of Lamb Weston during the 2nd quarter worth $25,000. MCF Advisors LLC grew its position in Lamb Weston by 44.2% in the fourth quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock valued at $27,000 after acquiring an additional 199 shares during the last quarter. Edmond DE Rothschild Holding S.A. bought a new position in Lamb Weston in the second quarter valued at about $29,000. Hantz Financial Services Inc. raised its stake in Lamb Weston by 380.7% during the fourth quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock worth $30,000 after acquiring an additional 571 shares in the last quarter. Finally, Bell Investment Advisors Inc acquired a new position in Lamb Weston during the second quarter worth about $36,000. Institutional investors and hedge funds own 89.56% of the company’s stock.
Lamb Weston Price Performance Shares of LW opened at $54.40 on Tuesday. Lamb Weston has a 12-month low of $37.62 and a 12-month high of $67.07. The business has a 50-day simple moving average of $49.98 and a two-hundred day simple moving average of $45.90. The company has a quick ratio of 0.74, a current ratio of 1.42 and a debt-to-equity ratio of 1.97. The stock has a market cap of $7.48 billion, a PE ratio of 26.15, a PEG ratio of 2.45 and a beta of 0.46.
Lamb Weston (NYSE:LW – Get Free Report) last posted its earnings results on Friday, July 24th. The specialty retailer reported $0.87 EPS for the quarter, beating the consensus estimate of $0.63 by $0.24. Lamb Weston had a return on equity of 23.33% and a net margin of 4.39%.The firm had revenue of $1.77 billion during the quarter, compared to the consensus estimate of $1.70 billion. During the same period last year, the company earned $0.87 earnings per share. The business’s quarterly revenue was up 5.6% on a year-over-year basis. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. Analysts anticipate that Lamb Weston will post 3.06 earnings per share for the current fiscal year. Lamb Weston Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 7th will be issued a $0.38 dividend. This represents a $1.52 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Friday, August 7th. Lamb Weston’s dividend payout ratio (DPR) is 73.08%.
Wall Street Analyst Weigh In A number of research firms have recently commented on LW. JPMorgan Chase & Co. increased their target price on shares of Lamb Weston from $43.00 to $48.00 and gave the stock a “neutral” rating in a report on Thursday, July 9th. Stifel Nicolaus lifted their price target on shares of Lamb Weston from $45.00 to $52.00 and gave the company a “hold” rating in a report on Monday, July 27th. Wall Street Zen upgraded shares of Lamb Weston from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Sanford C. Bernstein increased their price objective on shares of Lamb Weston from $42.00 to $57.00 and gave the company a “market perform” rating in a research note on Tuesday, July 28th. Finally, Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $52.00 price objective on shares of Lamb Weston in a research note on Monday, July 27th. Three research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $53.36.
Check Out Our Latest Report on Lamb Weston
Lamb Weston Profile (Free Report)
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.
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Soud nechal pokračovat klíčové části žaloby proti Lamb Weston kvůli údajným nepravdivým tvrzením o modernizaci a systému ERP. Akcie po zveřejněních v dubnu, červenci a prosinci 2024 postupně klesly o 19 %, 28 % a 20 %.
, /PRNewswire/ -- Schubert Jonckheer & Kolbe LLP advises Lamb Weston Holdings, Inc. (NYSE: LW) investors that the firm is investigating potential legal claims arising from alleged false and misleading statements about the company's efforts to modernize its business operations and systems. Current shareholders are encouraged to contact the firm here: https://www.classactionlawyers.com/lambweston.
On May 12, 2026, U.S. District Judge David C. Nye ruled that key claims in a securities fraud lawsuit against Lamb Weston and its former CEO and CFO will move forward. The lawsuit alleges that between July 2023 and December 2024, the company misled investors about the performance of its enterprise resource planning (ERP) software, including rollout problems affecting inventory visibility and customer order fulfillment. These statements allegedly caused Lamb Weston's stock to trade at artificially inflated prices. Judge Nye found the complaint sufficiently alleged that false and misleading statements about these matters were made with knowledge or deliberate recklessness. During this period, company insiders sold over $11 million in stock. The truth was revealed through disclosures in April, July, and December 2024 showing that the ERP transition contributed to lost customers and sales. Lamb Weston's stock price fell sharply following these announcements, declining 19%, 28%, and 20%, respectively.
We are investigating potential wrongdoing by Lamb Weston's directors and officers in connection with these allegations.
If you own Lamb Weston stock, you may have legal options. Visit https://www.classactionlawyers.com/lambweston to learn more.
About Schubert Jonckheer & Kolbe LLP
Schubert Jonckheer & Kolbe represents consumers in class actions and shareholders in derivative actions against corporate officers and directors. The firm is based in San Francisco and, with the help of co-counsel, litigates cases nationwide.
Contact
Dustin L. Schubert
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Tel: 415-788-4220
Bank of America Corp DE ve 1. čtvrtletí snížila svůj podíl v Lamb Weston o 25,2 % a prodala 271 645 akcií. Po transakci držela 807 512 akcií v hodnotě 34 125 000 USD.
Bank of America Corp DE cut its holdings in shares of Lamb Weston (NYSE:LW – Free Report) by 25.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 807,512 shares of the specialty retailer’s stock after selling 271,645 shares during the period. Bank of America Corp DE owned about 0.58% of Lamb Weston worth $34,125,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds also recently added to or reduced their stakes in the company. MCF Advisors LLC boosted its stake in shares of Lamb Weston by 44.2% in the fourth quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock worth $27,000 after buying an additional 199 shares during the last quarter. Hantz Financial Services Inc. raised its position in Lamb Weston by 380.7% during the fourth quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock valued at $30,000 after acquiring an additional 571 shares in the last quarter. Transamerica Financial Advisors LLC raised its position in Lamb Weston by 121.1% during the fourth quarter. Transamerica Financial Advisors LLC now owns 1,130 shares of the specialty retailer’s stock valued at $47,000 after acquiring an additional 619 shares in the last quarter. SJS Investment Consulting Inc. lifted its holdings in Lamb Weston by 4,512.0% in the first quarter. SJS Investment Consulting Inc. now owns 1,153 shares of the specialty retailer’s stock valued at $49,000 after acquiring an additional 1,128 shares during the period. Finally, Danske Bank A S purchased a new stake in Lamb Weston in the 3rd quarter worth approximately $52,000. 89.56% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In A number of equities research analysts have recently commented on the stock. JPMorgan Chase & Co. raised their price objective on shares of Lamb Weston from $43.00 to $48.00 and gave the stock a “neutral” rating in a research note on Thursday, July 9th. Wall Street Zen upgraded shares of Lamb Weston from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Stephens increased their price target on shares of Lamb Weston from $46.00 to $55.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 28th. Wells Fargo & Company raised their price target on shares of Lamb Weston from $54.00 to $57.00 and gave the company an “overweight” rating in a research report on Monday, July 27th. Finally, Barclays increased their target price on shares of Lamb Weston from $50.00 to $56.00 and gave the stock an “overweight” rating in a research note on Monday, July 27th. Three research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Lamb Weston presently has a consensus rating of “Hold” and an average price target of $53.36.
View Our Latest Report on Lamb Weston
Lamb Weston Price Performance NYSE:LW opened at $53.16 on Friday. Lamb Weston has a 52 week low of $37.62 and a 52 week high of $67.07. The company has a quick ratio of 0.74, a current ratio of 1.42 and a debt-to-equity ratio of 1.97. The company has a market capitalization of $7.31 billion, a P/E ratio of 25.56, a P/E/G ratio of 2.40 and a beta of 0.46. The stock’s fifty day moving average is $47.86 and its two-hundred day moving average is $45.36.
Lamb Weston (NYSE:LW – Get Free Report) last released its quarterly earnings results on Friday, July 24th. The specialty retailer reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates of $0.63 by $0.24. The business had revenue of $1.77 billion during the quarter, compared to analysts’ expectations of $1.70 billion. Lamb Weston had a return on equity of 23.33% and a net margin of 4.39%.The company’s revenue was up 5.6% compared to the same quarter last year. During the same period in the prior year, the business posted $0.87 EPS. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. Equities analysts expect that Lamb Weston will post 3.06 EPS for the current year.
Lamb Weston Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Friday, August 7th will be paid a dividend of $0.38 per share. This represents a $1.52 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend is Friday, August 7th. Lamb Weston’s dividend payout ratio (DPR) is 73.08%.
Lamb Weston Profile (Free Report)
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.
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Lamb Weston ve 4. fiskálním čtvrtletí zvýšil objem prodeje o 7 % už pošesté v řadě. Upravená EBITDA v Severní Americe vzrostla o 17 % na 304,7 milionu USD.
Key Takeaways Lamb Weston posted 7% fiscal fourth-quarter volume growth, its sixth straight quarter of gains.LW's North America adjusted EBITDA rose 17% as higher volume and lower manufacturing costs offset pressures.LW faces low-single-digit North America price/mix declines and International sales declines in fiscal 2027. Lamb Weston Holdings, Inc. (LW - Free Report) is showing better operating momentum, led by higher volumes and improved North America profitability. The progress matters because customer wins and lower manufacturing costs are beginning to support earnings even as restaurant traffic remains subdued.
The trade-off is that pricing pressure, International weakness and a valuation near the broader sector leave limited room for execution setbacks. That balance argues for weighing the recovery against still-visible earnings risks.
Lamb Weston Volume Gains Support the Bull CaseFiscal fourth-quarter consolidated sales volume increased 7%, marking the sixth consecutive quarter of volume growth. North America volume rose 11%, driven by customer contract wins, share gains, strong retention and the benefit of an extra week.
North America adjusted EBITDA increased 17% to $304.7 million. Higher volume and lower manufacturing costs per pound more than offset inflation, unfavorable price/mix and higher operating expenses, showing that the core business is gaining operating leverage as execution improves.
LW Valuation Leaves Less Room for Execution MissesLW trades at 16.98X forward 12-month earnings, versus 14.78X for the Zacks sub-industry and 17.18X for the Zacks Consumer Staples sector. The stock therefore carries a premium to its sub-industry while sitting close to the broader sector multiple.
That valuation makes continued execution important. Conagra Brands (CAG - Free Report) , a branded food company with a refrigerated and frozen portfolio, offers another packaged-food benchmark for investors assessing volume, pricing and margin trade-offs. The Kraft Heinz Company (KHC - Free Report) , through its Ore-Ida frozen potato business, provides a more direct category reference point.
Lamb Weston Pricing Pressure Clouds Revenue QualityFiscal 2026 sales volume increased 7%, but price/mix declined 6%, limiting net sales growth to 2%. In the fourth quarter, company-wide price/mix fell 3%, including a 2% decline in North America.
Management expects North America price/mix to decline in the low single digits in fiscal 2027. Pricing and trade support, combined with a mix shift toward faster-growing chain customers and private-label products, could keep revenue quality under pressure even if volumes remain positive.
LW’s International Drag Keeps Risk ElevatedInternational adjusted EBITDA fell 55% to $115 million in fiscal 2026 and dropped 81% to $11.8 million in the fourth quarter. Lower organic sales, weaker price/mix, potato write-offs and underutilized facilities weighed on profitability.
Lamb Weston has taken capacity actions in Europe, including temporarily curtailing a line and planning to close an older Netherlands facility representing about 10% of EMEA production capacity. Fiscal 2027 guidance still calls for International net sales to decline in the low single digits, keeping the recovery dependent on better utilization and operating execution.
Image Source: Zacks Investment Research
Lamb Weston’s Hold Signal Favors PatienceThe operating case is improving, but the combination of sub-industry valuation premium, persistent price/mix pressure and International weakness leaves the risk-reward profile balanced. The current fiscal-year earnings estimate has also declined 1.3% over the past four weeks, which tempers the case for chasing the stock after its operational improvement.
LW currently carries a Zacks Rank #3 (Hold), with a Value Score of B, Growth Score of B, Momentum Score of D and VGM Score of B. The favorable Value, Growth and combined VGM readings point to supportive characteristics in those styles, while the weaker Momentum Score signals less favorable momentum attributes. With the Zacks Rank at #3 rather than a top-ranked #1 or #2, the setup favors patience while investors watch for firmer pricing, International improvement and steadier earnings revisions. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Dimensional Fund Advisors LP v 1. čtvrtletí navýšil podíl v Lamb Weston o 28,1 % na 2 742 208 akcií. Firma po výsledcích zvýšila výhled upraveného EPS pro fiskální rok 2027 na 2,95–3,25 USD.
Dimensional Fund Advisors LP grew its holdings in Lamb Weston (NYSE:LW – Free Report) by 28.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,742,208 shares of the specialty retailer’s stock after purchasing an additional 601,171 shares during the quarter. Dimensional Fund Advisors LP owned about 1.99% of Lamb Weston worth $115,865,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Lamb Weston by 0.3% in the fourth quarter. Vanguard Group Inc. now owns 16,679,203 shares of the specialty retailer’s stock valued at $698,692,000 after purchasing an additional 43,766 shares during the period. Price T Rowe Associates Inc. MD raised its stake in Lamb Weston by 27.4% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 9,824,690 shares of the specialty retailer’s stock worth $411,558,000 after purchasing an additional 2,111,874 shares during the period. State Street Corp raised its stake in Lamb Weston by 1.1% during the second quarter. State Street Corp now owns 5,801,585 shares of the specialty retailer’s stock worth $300,812,000 after purchasing an additional 63,865 shares during the period. Geode Capital Management LLC boosted its holdings in Lamb Weston by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 3,528,402 shares of the specialty retailer’s stock valued at $147,536,000 after purchasing an additional 21,256 shares during the last quarter. Finally, Invesco Ltd. boosted its holdings in Lamb Weston by 2.5% in the 3rd quarter. Invesco Ltd. now owns 3,286,305 shares of the specialty retailer’s stock valued at $190,869,000 after purchasing an additional 79,257 shares during 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: Raised earnings outlook: Lamb Weston maintained or lifted its fiscal 2027 adjusted EPS outlook to $2.95–$3.25, a range modestly above analyst expectations. Management also reported fiscal 2026 net sales of $6.612 billion and adjusted EBITDA of $1.147 billion, both above the high end of its prior guidance. Lamb Weston Lifts Earnings Outlook Despite Middle East Disruptions Positive Sentiment: Analyst support: Barclays raised its price target from $50 to $56 and upgraded the stock to overweight. The move follows Lamb Weston’s earnings beat and above-consensus fiscal 2027 guidance. Barclays Raises Lamb Weston Price Target Positive Sentiment: Insider buying: Recent open-market transactions show purchases by executive chairman Jan Eli B. Craps, CFO James Gray and other insiders, while activist investor Jana Partners also accumulated shares. These purchases may reinforce confidence in the recovery story. Neutral Sentiment: Mixed analyst view: Stephens raised its price target from $46 to $55 but retained an equal-weight rating, implying limited upside at the recent trading level. Stephens Raises Lamb Weston Price Target Negative Sentiment: International and valuation risks: Analysts caution that Middle East disruptions, inflation and softer international revenue trends could constrain growth. Another review argued the stock may now be fully priced after its recent rebound, limiting additional upside. Lamb Weston Stock Looks Fully Priced Analyst Upgrades and Downgrades A number of brokerages have recently issued reports on LW. Barclays raised their price target on shares of Lamb Weston from $50.00 to $56.00 and gave the stock an “overweight” rating in a report on Monday. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $52.00 price objective on shares of Lamb Weston in a report on Monday. Bank of America lowered their price objective on Lamb Weston from $49.00 to $47.00 and set a “neutral” rating for the company in a research report on Thursday, April 2nd. TD Cowen raised their target price on Lamb Weston from $40.00 to $52.00 and gave the stock a “hold” rating in a research note on Tuesday. Finally, Stephens lifted their target price on Lamb Weston from $46.00 to $55.00 and gave the company an “equal weight” rating in a research report on Tuesday. Three 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 stock has an average rating of “Hold” and a consensus price target of $53.36.
Get Our Latest Stock Analysis on Lamb Weston
Lamb Weston Trading Up 2.6% Shares of LW stock opened at $54.47 on Wednesday. Lamb Weston has a 1-year low of $37.62 and a 1-year high of $67.07. The firm has a market cap of $7.49 billion, a PE ratio of 26.19, a price-to-earnings-growth ratio of 7.43 and a beta of 0.47. The company has a 50-day moving average of $45.16 and a two-hundred day moving average of $44.45. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.42 and a quick ratio of 0.74.
Lamb Weston (NYSE:LW – Get Free Report) last released its quarterly earnings results 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 net margin of 4.39% and a return on equity of 23.33%. The business had revenue of $1.77 billion for the quarter, compared to the consensus estimate of $1.70 billion. During the same period in the previous year, the firm earned $0.87 EPS. The business’s revenue was up 5.6% on a year-over-year basis. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. On average, analysts predict that Lamb Weston will post 2.94 EPS for the current year.
Lamb Weston Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Friday, August 7th will be given a $0.38 dividend. The ex-dividend date of this dividend is Friday, August 7th. This represents a $1.52 dividend on an annualized basis and a yield of 2.8%. Lamb Weston’s payout ratio is presently 73.08%.
Lamb Weston Company Profile (Free Report)
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.
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Arrowstreet Capital zvýšil podíl v Lamb Weston o 350,9 % na 1 451 954 akcií. Firma zároveň oznámila EPS 0,87 USD a tržby 1,77 miliardy USD za čtvrtletí, obojí nad odhady.
Arrowstreet Capital Limited Partnership increased its holdings in shares of Lamb Weston (NYSE:LW – Free Report) by 350.9% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,451,954 shares of the specialty retailer’s stock after acquiring an additional 1,129,918 shares during the period. Arrowstreet Capital Limited Partnership owned approximately 1.05% of Lamb Weston worth $61,360,000 as of its most recent SEC filing.
Several other large investors have also made changes to their positions in the business. MCF Advisors LLC raised its position in shares of Lamb Weston by 44.2% during the 4th quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock worth $27,000 after purchasing an additional 199 shares during the last quarter. Hantz Financial Services Inc. boosted its position in shares of Lamb Weston by 380.7% during the 4th quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock valued at $30,000 after acquiring an additional 571 shares during the last quarter. Danske Bank A S purchased a new stake in shares of Lamb Weston in the 3rd quarter valued at approximately $52,000. Larson Financial Group LLC grew its holdings in shares of Lamb Weston by 47.1% during the 3rd quarter. Larson Financial Group LLC now owns 953 shares of the specialty retailer’s stock worth $55,000 after purchasing an additional 305 shares during the period. Finally, Transamerica Financial Advisors LLC raised its stake in shares of Lamb Weston by 121.1% in the 4th quarter. Transamerica Financial Advisors LLC now owns 1,130 shares of the specialty retailer’s stock valued at $47,000 after acquiring an additional 619 shares during the period. 89.56% of the stock is owned by institutional investors and hedge funds.
Lamb Weston Trading Up 7.2% Shares of LW opened at $53.13 on Tuesday. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.42 and a quick ratio of 0.74. Lamb Weston has a 1-year low of $37.62 and a 1-year high of $67.07. The firm has a 50 day simple moving average of $44.92 and a 200-day simple moving average of $44.35. The stock has a market cap of $7.34 billion, a price-to-earnings ratio of 25.54, a price-to-earnings-growth ratio of 6.63 and a beta of 0.47.
Lamb Weston (NYSE:LW – Get Free Report) last posted its quarterly earnings data on Friday, July 24th. The specialty retailer reported $0.87 EPS for the quarter, beating analysts’ consensus estimates of $0.63 by $0.24. Lamb Weston had a return on equity of 23.33% and a net margin of 4.39%.The business had revenue of $1.77 billion for the quarter, compared to analyst estimates of $1.70 billion. During the same quarter last year, the company earned $0.87 earnings per share. The business’s revenue for the quarter was up 5.6% compared to the same quarter last year. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. Equities analysts forecast that Lamb Weston will post 3.08 EPS for the current fiscal year.
Lamb Weston Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Friday, August 7th will be paid a dividend of $0.38 per share. The ex-dividend date of this dividend is Friday, August 7th. This represents a $1.52 annualized dividend and a dividend yield of 2.9%. Lamb Weston’s payout ratio is currently 73.08%.
Analyst Upgrades and Downgrades LW has been the subject of a number of research analyst reports. Barclays raised their target price on Lamb Weston from $50.00 to $56.00 and gave the company an “overweight” rating in a report on Monday. Stifel Nicolaus increased their target price on Lamb Weston from $45.00 to $52.00 and gave the company a “hold” rating in a report on Monday. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $52.00 price objective on shares of Lamb Weston in a research report on Monday. Wells Fargo & Company upped their target price on Lamb Weston from $54.00 to $57.00 and gave the company an “overweight” rating in a research report on Monday. Finally, JPMorgan Chase & Co. raised their price objective on shares of Lamb Weston from $43.00 to $48.00 and gave the stock a “neutral” rating in a research report on Thursday, July 9th. Three investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $51.82.
Get Our Latest Stock Analysis on LW
Lamb Weston Profile (Free Report)
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.
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The frozen potato products maker reported adjusted earnings of 92 cents per share, beating the consensus estimate of 63 cents. Revenue rose to $1.77 billion, above the $1.69 billion analyst estimate.
For fiscal 2027, the company expects adjusted earnings of $2.95 to $3.25 per share, compared with the analyst consensus estimate of $3.01. It projects revenue of $6.61 billion to $6.68 billion, above the consensus estimate of $6.39 billion.
“This past year marked an important inflection point for our Company,” said Mike Smith, Lamb Weston president and CEO. “We overdelivered on our financial guidance with solid performance in sales and profitability, led by volume growth in North America. While disruption in the Middle East and input cost inflation have impacted our EMEA business, we have been taking actions to help mitigate this volatility in a challenging competitive environment.
Lamb Weston shares gained 4.2% to trade at $51.70 on Monday.
These analysts made changes to their price targets on Lamb Weston following earnings announcement.
Barclays analyst Andrew Lazar maintained the stock with an Overweight rating and raised the price target from $50 to $56. Wells Fargo analyst Marc Torrente maintained the stock with an Overweight rating and raised the price target from $54 to $57. Stifel analyst Matthew Smith maintained the stock with a Hold and raised the price target from $45 to $52. Considering buying LW stock? Here’s what analysts think:
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Lamb Weston ve 4. čtvrtletí zvýšil tržby o 6 % a objem prodejů o 7 %, už šesté čtvrtletí v řadě. V Severní Americe tržby vzrostly o 9 %, zatímco mezinárodní tržby klesly o 2 % kvůli slabší Evropě.
AI, Satellites and Staples: Insiders Are Buying and Selling 3 Big NamesLamb Weston NYSE: LW reported higher fourth-quarter sales and continued volume growth in fiscal 2026, led by North America, while international operations faced pressure from weaker European demand, higher costs and disruption tied to the Middle East conflict.
Fourth-quarter net sales increased 6% from a year earlier, including a 7% increase in sales volume and a 2% favorable currency effect, partly offset by a 3% decline in price and mix. On a constant-currency basis, net sales rose 4%. The quarter marked Lamb Weston's sixth consecutive quarter of sales-volume growth.
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Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides“We made meaningful progress as an organization in fiscal 2026,” President and CEO Mike Smith said, pointing to the stabilization of the company’s North American business, progress on cost savings and reduced capital spending.
North America drives quarterly performance North America net sales rose 9% in the fourth quarter, as volume increased 11%, supported by customer wins, share gains, retention and an extra week in the fiscal calendar. Price and mix declined 2%, with price investments and a shift toward lower-priced channels, including chains and private label, each contributing to the decline.
5 Under-the-Radar Consumer Staples Stocks With Pricing PowerNorth American segment EBITDA increased 17%, or $45 million, in the quarter. Smith said volume growth, modest price-and-mix investment and cost savings more than offset inflation. The segment ended the fiscal year with a 26% EBITDA margin, according to Smith.
U.S. restaurant traffic was flat during the quarter, based on Circana Crest data cited by Chief Financial Officer Jim Gray. Quick-service restaurant traffic was also flat, as 3% growth in quick-service chicken traffic was largely offset by a 4% decline in quick-service burger traffic.
Smith said the company extended several large customer contracts during the year, supported customer rollouts and introduced higher-margin limited-time offers. He also said Lamb Weston’s U.S. net promoter score rose from the prior year and was the highest among major competitors, according to the company’s proprietary research.
For the full fiscal year, North America net sales increased 3%, with a 9% volume increase partly offset by a 6% price-and-mix decline. The company said the 53rd week in fiscal 2026 added $86 million to annual North American sales.
International business faces EMEA headwinds International net sales declined 2% in the fourth quarter. Sales volume fell 2% and price and mix declined 4%, while currency provided a partial offset. Growth in Asia-Pacific and Latin America was more than offset by conditions in Europe, the Middle East and Africa, including shipment disruption and higher freight costs resulting from the Middle East conflict.
Gray said quick-service traffic declined 2% in the U.K. and France and 1% in Italy during the quarter, while traffic rose slightly in Germany and Spain. The company also faced higher raw potato costs, lower fixed-cost absorption amid slower European demand and higher freight expenses.
For the full year, international sales increased 1%, aided by a 5% currency benefit and 2% volume growth, particularly in Asia-Pacific and Latin America. Price and mix declined 6%. On a constant-currency basis, international sales declined 4%.
International EBITDA declined for the year due to lower organic sales in a competitive environment and higher manufacturing costs. The higher costs included write-offs of excess potatoes, lower utilization at international plants and startup expenses at the company’s Argentina facility.
Lamb Weston temporarily curtailed a line in the Netherlands during the fourth quarter and announced plans in June to close an older plant in Broekhuizenvorst, Netherlands. Smith said the facility represents about 10% of EMEA production capacity. He said the closure is expected to improve utilization by roughly 10 percentage points, moving utilization into the high-80% to low-90% range.
Executive Chair Jan Craps said the company is conducting a broader strategic review of its international footprint, evaluating country clusters, profit pools, resource allocation and potential roles for mergers and acquisitions, partnerships or divestitures. “Technically, everything is on the table,” Craps said in response to an analyst question, adding that more details are expected at an investor day planned for early calendar 2027.
Cash flow, cost savings and shareholder returns Full-year adjusted EBITDA declined 9%, as international challenges only partly offset gains in North America. The extra week added $29 million in adjusted EBITDA for the year.
The company generated $943 million of operating cash flow, up $75 million from the prior year, helped by $55 million of favorable working-capital changes. Capital expenditures fell by more than $240 million year over year to $410 million, resulting in free cash flow of $537 million.
Lamb Weston returned $321 million to shareholders during fiscal 2026, including $208 million in cash dividends and $113 million in share repurchases. The company repurchased $63 million of stock during the fourth quarter. It also declared a quarterly dividend of $0.38 per share, payable Sept. 4.
At year-end, the company had approximately $1.3 billion available under its revolving credit facility. Net debt was $3.8 billion, and its net debt-to-adjusted EBITDA leverage ratio was 3.4 times on a trailing 12-month basis.
Smith said the company exceeded its first-year cost-savings milestone under a program targeting at least $250 million in annualized run-rate savings by the end of fiscal 2028. The first-year target had been $100 million. Savings have come from supply-chain improvements, lower manufacturing cost per pound and reduced selling, general and administrative expenses, he said.
Fiscal 2027 outlook For fiscal 2027, Lamb Weston expects net sales ranging from flat to up 1% compared with a 52-week adjusted fiscal 2026 sales base of $6.5 billion. The company forecast adjusted operating income of $720 million to $800 million, adjusted EBITDA of $1.1 billion to $1.2 billion and adjusted earnings per share of $2.95 to $3.25, compared with adjusted EPS of $2.90 for the comparable 52-week fiscal 2026 period.
The outlook assumes flat global restaurant traffic. Gray said lower raw potato costs, further supply-chain savings, higher utilization and the absence of prior-year potato write-offs and Argentina startup costs are expected to be largely offset by inflation in other inputs.
North America sales are expected to range from flat to up low single digits on a comparable-week basis, with low-single-digit volume growth and a low-single-digit price-and-mix decline. International sales are expected to decline by low single digits, reflecting competitive conditions in EMEA, while international EBITDA is projected to improve 40% to 50% as prior-year charges are lapped. First-quarter fiscal 2027 sales are expected to be flat and EBITDA is expected to decline by the low teens before earnings growth accelerates through the remainder of the year. The company expects operating cash flow of $750 million to $800 million and capital expenditures of approximately $380 million to $410 million in fiscal 2027. On an accrual basis, it expects investments of up to $350 million as it applies tighter capital-allocation discipline.
About Lamb Weston (NYSE:LW)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.
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Lamb Weston (LW - Free Report) came out with quarterly earnings of $0.87 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to earnings of $0.87 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +40.32%. A quarter ago, it was expected that this frozen foods supplier would post earnings of $0.61 per share when it actually produced earnings of $0.72, delivering a surprise of +18.03%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Lamb Weston, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $1.77 billion for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 4.05%. This compares to year-ago revenues of $1.68 billion. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Lamb Weston shares have added about 17.4% since the beginning of the year versus the S&P 500's gain of 8.2%.
What's Next for Lamb Weston?While Lamb Weston has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Lamb Weston was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.62 on $1.61 billion in revenues for the coming quarter and $3.10 on $6.35 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Food - Miscellaneous is currently in the bottom 16% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Post Holdings (POST - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This cereal maker is expected to post quarterly earnings of $1.63 per share in its upcoming report, which represents a year-over-year change of -19.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Post Holdings' revenues are expected to be $2.02 billion, up 1.8% from the year-ago quarter.
Lamb Weston má podle odhadů vykázat růst tržeb na 1,7 miliardy USD díky silnější Severní Americe. Hrubá marže ale má ve 4. fiskálním čtvrtletí klesnout o 210 bazických bodů na 18,4 %.
Key Takeaways Lamb Weston's quarterly revenues are likely to rise, supported by North America growth.Customer wins, market-share gains and an extra selling week are likely to lift North America volumes. Unfavorable price/mix and international weakness are likely to continue pressuring margins. Lamb Weston Holdings, Inc. (LW - Free Report) is likely to witness top-line growth when it reports fourth-quarter fiscal 2026 earnings on July 24. The Zacks Consensus Estimate for revenues is pegged at $1.7 billion, indicating an increase of 1.5% from the prior-year quarter’s reported figure.
The consensus mark for earnings has risen by a penny over the past 30 days to 62 cents a share, which suggests a decline of 28.7% from the figure reported in the year-ago period. LW has a trailing four-quarter surprise of 23.5%, on average.
Factors Likely to Influence LW’s Upcoming ResultsLamb Weston’s North America business is likely to have remained a key growth driver in the fiscal fourth quarter. Customer wins, market-share gains and strong retention, supported by a streamlined commercial strategy and deeper customer relationships, are expected to have aided volumes. Management projected high-single-digit North America volume growth for the second half of fiscal 2026, with the fourth quarter also benefiting from an additional selling week. Our model suggests a fourth-quarter volume increase of 4% for the North America segment.
The company’s Focus to Win strategy is also expected to have supported quarterly performance. Structural cost reductions, improving manufacturing productivity and disciplined capital deployment may have helped cushion inflationary and pricing pressures. Management noted that fiscal 2026 savings were running ahead of plan, while better operating efficiencies in North America are likely to have provided additional support.
Lamb Weston raised the lower end of its fiscal 2026 sales guidance to $6.45 billion, retained the upper end at $6.55 billion and narrowed its adjusted EBITDA outlook from $1-$1.2 billion to $1.08-$1.14 billion. The updated outlook, which incorporates favorable currency translation, an additional selling week, and anticipated tariff and Middle East-related impacts, signals management’s confidence heading into the fiscal fourth quarter.
However, price/mix is likely to have remained unfavorable despite expectations for pricing pressure to moderate following a March price increase. Continued customer trade support, value-oriented mix shifts, weak international traffic, excess European capacity and Middle East disruptions may have weighed on margins. We expect the adjusted gross margin to contract 210 basis points to 18.4% in the fourth quarter.
Earnings Whispers for LWOur proven model predicts an earnings beat for Lamb Weston this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.
Lamb Weston currently carries a Zacks Rank #3 and has an Earnings ESP of +3.56%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Other Stocks With the Favorable CombinationHere are some other companies worth considering, as our model shows that these also have the right combination of elements to beat on earnings this reporting cycle.
Archer-Daniels-Midland Company (ADM - Free Report) currently has an Earnings ESP of +12.50% and a Zacks Rank of 2. The consensus estimate for ADM’s quarterly revenues is pinned at $22.4 billion, which calls for 5.7% growth from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Archer-Daniels’ upcoming quarter’s EPS is pegged at $1.28, which implies a 37.6% rise year over year. ADM delivered a trailing four-quarter earnings surprise of 5.4%, on average.
Kimberly-Clark Corporation (KMB - Free Report) currently has an Earnings ESP of +2.70% and a Zacks Rank of 3. The Zacks Consensus Estimate for Kimberly-Clark’s upcoming quarterly revenues is pegged at $4.2 billion. The figure implies a 1.7% increase from the prior-year quarter.
The Zacks Consensus Estimate for Kimberly-Clark’s quarterly earnings per share is pegged at $2.00, indicating a 4.2% gain from the year-ago period figure. KMB delivered a trailing four-quarter earnings surprise of 19.1%, on average.
Monster Beverage Corporation (MNST - Free Report) currently has an Earnings ESP of +0.45% and a Zacks Rank of 3. The consensus estimate for Monster Beverage’s quarterly revenues is pinned at $2.4 billion, which suggests 14.6% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at 59 cents, which suggests a 13.5% jump year over year. MNST delivered a trailing four-quarter earnings surprise of 9.6%, on average.
Lamb Weston ve 3. čtvrtletí fiskálního roku 2026 zvýšil objem v Severní Americe o 12 % a čisté tržby o 5 %. Cílové úspory nákladů pro fiskální rok 2026 splnil už před koncem čtvrtletí.
Key Takeaways Lamb Weston's "Focus to Win" strategy is delivering gains in North America volumes and sales.Lamb Weston posted 12% North America volume growth and 5% net sales growth in fiscal Q3.Lamb Weston hit its fiscal 2026 cost-savings target by Q3 and is reinvesting selectively. Lamb Weston Holdings, Inc.’s (LW - Free Report) “Focus to Win” strategy is beginning to show tangible results, particularly in North America, suggesting its turnaround efforts are gaining traction. Introduced last year, the strategy marked a shift away from prioritizing scale toward focusing on markets, customers and investments that offer stronger long-term returns. The latest quarter indicates that this approach is starting to deliver measurable operational benefits.
The strongest evidence comes from customer execution. Lamb Weston reported a 12% increase in North America volumes and a 5% rise in net sales in the third quarter of fiscal 2026, driven by higher customer retention, new contract wins and market share gains. These gains came despite only a modest 1% increase in U.S. quick-service restaurant traffic, underscoring the company's ability to outperform the broader market. Management attributed the improvement to stronger customer relationships, a revamped direct sales organization and better operational consistency.
Operational discipline is also paying off. Lamb Weston had targeted $100 million in cost savings for fiscal 2026 as part of its broader plan to deliver at least $250 million in savings by fiscal 2028. Notably, the company achieved the full-year savings target by the end of the fiscal third quarter, putting the program ahead of schedule. Instead of simply cutting costs, management has selectively reinvested part of these savings into customer support, product innovation and service quality to strengthen its competitive position.
The strategy also extends to capital allocation. Lamb Weston has become more selective with investments, closing inefficient facilities, reducing capital spending and prioritizing projects with stronger returns. While international operations remain under pressure, management emphasized that these structural actions are intended to create a leaner, more agile organization.
Although the transformation is still underway, the latest results suggest that “Focus to Win” is moving beyond a strategic blueprint and translating into improved customer momentum, stronger execution and a more disciplined operating model.
Lamb Weston’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have gained 8.3% in the past month compared with the broader Consumer Staples sector, the industry and the S&P 500 index’s 4.9%, 7.7% and 0.7% growth, respectively.
LW Stock's Past Month Performance
Image Source: Zacks Investment Research
Is LW a Value Play Stock?Lamb Weston currently trades at a forward 12-month P/E ratio of 14.67, which is slightly down from the industry average of 14.77. This valuation positions the stock at a modest discount relative to its direct peers.
LW P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to ConsiderUnited Natural Foods, Inc. (UNFI - Free Report) distributes natural, organic, specialty, produce and conventional grocery and non-food products in the United States and Canada. At present, United Natural sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for United Natural’s current fiscal-year earnings implies growth of 254.9% from the year-ago figures. UNFI delivered a trailing four-quarter earnings surprise of 29.9%, on average.
Mama's Creations, Inc. (MAMA - Free Report) manufactures and markets fresh deli-prepared foods in the United States. At present, MAMA holds a Zacks Rank of 2 (Buy). Mama's Creations delivered a trailing four-quarter earnings surprise of 129.2%, on average.
The consensus estimate for Mama's Creations’ current fiscal-year sales and earnings implies growth of 30% and 73.3%, respectively, from the year-ago figures.
Hormel Foods Corporation (HRL - Free Report) develops, processes and distributes various meat, nuts and other food products to foodservice, convenience store and commercial customers in the United States and internationally. It carries a Zacks Rank of 2 at present. HRL delivered a trailing four-quarter earnings surprise of 3.2%, on average.
The Zacks Consensus Estimate for Hormel Foods’ current fiscal-year sales and earnings indicates growth of 1.5% and 9.5%, respectively, from the prior-year reported levels.
