Lamb Weston (NYSE:LW) Price Target Lowered to $45.00 at Stifel Nicolaus

Lamb Weston (NYSE:LW) had its price target reduced by Stifel Nicolaus from $50.00 to $45.00 in a report issued on Thursday,Benzinga reports. The brokerage currently has a “hold” rating on the specialty retailer’s stock. Stifel Nicolaus’ price objective suggests a potential upside of 18.22% from the company’s current price.

A number of other equities analysts also recently commented on the stock. TD Cowen lowered their target price on shares of Lamb Weston from $60.00 to $55.00 and set a “hold” rating for the company in a research note on Monday, December 22nd. Sanford C. Bernstein reiterated a “market perform” rating and set a $46.00 target price on shares of Lamb Weston in a research report on Monday, December 29th. Deutsche Bank Aktiengesellschaft decreased their target price on Lamb Weston from $46.00 to $40.00 and set a “hold” rating for the company in a research report on Monday. Bank of America dropped their price target on Lamb Weston from $49.00 to $47.00 and set a “neutral” rating on the stock in a research note on Thursday. Finally, Wells Fargo & Company reduced their price objective on Lamb Weston from $54.00 to $46.00 and set an “overweight” rating for the company in a research note on Thursday. Three research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat, Lamb Weston presently has a consensus rating of “Hold” and a consensus price target of $49.60.

Lamb Weston Stock Down 1.1%

Shares of NYSE LW traded down $0.42 during mid-day trading on Thursday, hitting $38.07. The company had a trading volume of 644,080 shares, compared to its average volume of 3,238,737. The company has a market capitalization of $5.29 billion, a PE ratio of 13.67, a price-to-earnings-growth ratio of 6.15 and a beta of 0.43. The business’s 50-day simple moving average is $45.21 and its 200 day simple moving average is $51.97. Lamb Weston has a 1-year low of $37.62 and a 1-year high of $67.07. The company has a debt-to-equity ratio of 2.08, a current ratio of 1.43 and a quick ratio of 0.64.

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

Insider Activity at Lamb Weston

In other Lamb Weston news, insider Jan Eli B. Craps bought 50,000 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was acquired at an average price of $48.65 per share, for a total transaction of $2,432,500.00. Following the completion of the purchase, the insider owned 300,000 shares of the company’s stock, valued at approximately $14,595,000. This represents a 20.00% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.29% of the company’s stock.

Hedge Funds Weigh In On Lamb Weston

A number of large investors have recently bought and sold shares of LW. Vanguard Group Inc. increased its stake in shares of Lamb Weston by 0.3% during the fourth quarter. Vanguard Group Inc. now owns 16,679,203 shares of the specialty retailer’s stock worth $698,692,000 after acquiring an additional 43,766 shares during the period. Price T Rowe Associates Inc. MD lifted its holdings in Lamb Weston by 27.4% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 9,824,690 shares of the specialty retailer’s stock valued at $411,558,000 after purchasing an additional 2,111,874 shares in the last quarter. State Street Corp boosted its stake in shares of Lamb Weston by 1.1% during the 2nd 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 last quarter. Geode Capital Management LLC boosted its stake in shares of Lamb Weston by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 3,528,402 shares of the specialty retailer’s stock worth $147,536,000 after purchasing an additional 21,256 shares during the last quarter. Finally, Invesco Ltd. grew its holdings in shares of Lamb Weston by 2.5% during the third quarter. Invesco Ltd. now owns 3,286,305 shares of the specialty retailer’s stock worth $190,869,000 after buying an additional 79,257 shares in the last quarter. Hedge funds and other institutional investors 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: Q3 revenue and EPS beat consensus; company raised the midpoint of its FY2026 net sales and EBITDA outlook and trimmed expected 2026 capital spending — a near‑term pivot toward cash flow. Lamb Weston Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Management’s cost‑savings program (a $250M target) appears on track, YTD free cash flow is meaningful and management flagged lower contracted potato costs for FY2027 — a potential tailwind for margin recovery if volumes hold. Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides
• Neutral Sentiment: Analyst views are split: consensus price targets remain materially above the stock (MarketBeat consensus ~ $51.50), but firm‑level outlooks vary — meaning potential upside is paired with continued analyst caution. MarketBeat LW Forecast
• Negative Sentiment: Margins compressed sharply year‑over‑year (reported net income and adjusted EPS declined materially vs. prior year) as international demand softness, factory utilization and pricing pressure weighed on profitability — the central reason investors are selling despite the beat. Zacks: Q3 Earnings Beat
• Negative Sentiment: Analyst downgrades/price‑target cuts are appearing (Bank of America trimmed its PT to $47 and set a “neutral” rating; Deutsche Bank lowered its PT toward $40), which constrains near‑term sentiment and upside. Benzinga: BofA Lowers PT Deutsche Bank Lowers Price Target
• Negative Sentiment: Activist investor pressure and continued international demand weakness amplify execution risk — investors are focused on how quickly margins & utilization normalize. Barron’s: Why The Stock Is Barely Budging

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.