Lamb Weston (NYSE:LW) Given New $45.00 Price Target at Stifel Nicolaus

Lamb Weston (NYSE:LW) had its price target lowered by analysts at Stifel Nicolaus from $50.00 to $45.00 in a report released on Thursday,Benzinga reports. The firm presently has a “hold” rating on the specialty retailer’s stock. Stifel Nicolaus’ price objective indicates a potential upside of 18.22% from the company’s previous close.

Other equities research analysts have also issued reports about the company. Wells Fargo & Company dropped their price target on Lamb Weston from $54.00 to $46.00 and set an “overweight” rating for the company in a research note on Thursday. Bank of America dropped their price objective on shares of Lamb Weston from $49.00 to $47.00 and set a “neutral” rating for the company in a research report on Thursday. TD Cowen reduced their target price on shares of Lamb Weston from $60.00 to $55.00 and set a “hold” rating on the stock in a report on Monday, December 22nd. Jefferies Financial Group increased their price target on Lamb Weston from $67.00 to $70.00 and gave the company a “buy” rating in a report on Friday, December 12th. Finally, Zacks Research upgraded Lamb Weston from a “strong sell” rating to a “hold” rating in a research note on Tuesday, March 3rd. Three investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $49.60.

Lamb Weston Trading Down 1.1%

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

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

Insiders Place Their Bets

In other news, insider Jan Eli B. Craps purchased 50,000 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The shares were purchased at an average price of $48.65 per share, with a total value of $2,432,500.00. Following the purchase, the insider directly owned 300,000 shares of the company’s stock, valued at approximately $14,595,000. This represents a 20.00% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 0.29% of the company’s stock.

Hedge Funds Weigh In On Lamb Weston

A number of institutional investors and hedge funds have recently added to or reduced their stakes in LW. AlphaQuest LLC grew its stake in shares of Lamb Weston by 115.5% during the third quarter. AlphaQuest LLC now owns 446 shares of the specialty retailer’s stock valued at $26,000 after acquiring an additional 239 shares in the last quarter. MCF Advisors LLC boosted its holdings 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 purchasing an additional 199 shares during the last quarter. Quent Capital LLC purchased a new position in Lamb Weston in the third quarter valued at about $29,000. Motco acquired a new stake in Lamb Weston during the 3rd quarter valued at approximately $30,000. Finally, Hantz Financial Services Inc. increased its holdings in Lamb Weston by 380.7% during the 4th quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock worth $30,000 after purchasing an additional 571 shares during the last quarter. 89.56% of the stock is owned by hedge funds and other institutional investors.

Lamb Weston News Summary

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.