Lamb Weston (NYSE:LW) Director Jana Partners Management, Lp Buys 136,000 Shares

Lamb Weston (NYSE:LW) Director Jana Partners Management, Lp acquired 136,000 shares of Lamb Weston stock in a transaction on Tuesday, April 7th. The stock was acquired at an average cost of $40.89 per share, for a total transaction of $5,561,040.00. Following the completion of the purchase, the director owned 5,148,980 shares of the company’s stock, valued at approximately $210,541,792.20. The trade was a 2.71% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

Jana Partners Management, Lp also recently made the following trade(s):

• On Wednesday, April 8th, Jana Partners Management, Lp purchased 100,000 shares of Lamb Weston stock. The stock was bought at an average cost of $41.41 per share, for a total transaction of $4,141,000.00.

Lamb Weston Stock Up 0.1%

NYSE:LW opened at $41.61 on Friday. The company has a quick ratio of 0.69, a current ratio of 1.46 and a debt-to-equity ratio of 1.99. Lamb Weston has a 12-month low of $37.62 and a 12-month high of $67.07. The firm has a market capitalization of $5.75 billion, a P/E ratio of 19.44, a P/E/G ratio of 6.03 and a beta of 0.49. The stock’s fifty day simple moving average is $44.71 and its 200-day simple moving average is $51.34.

Lamb Weston (NYSE:LW) last posted its earnings results on Wednesday, April 1st. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.61 by $0.11. Lamb Weston had a return on equity of 23.77% and a net margin of 4.61%.The company had revenue of $1.56 billion during the quarter, compared to analyst estimates of $1.49 billion. During the same period in the previous year, the company earned $1.10 EPS. The company’s revenue for the quarter was up 2.9% compared to the same quarter last year. Equities research analysts expect that Lamb Weston will post 3.1 earnings per share for the current year.

Lamb Weston Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Friday, May 8th will be paid a dividend of $0.38 per share. This represents a $1.52 annualized dividend and a yield of 3.7%. The ex-dividend date of this dividend is Friday, May 8th. Lamb Weston’s dividend payout ratio (DPR) is presently 71.03%.

Analyst Ratings Changes

Several equities analysts have recently weighed in on LW shares. BNP Paribas Exane cut their price objective on Lamb Weston from $48.00 to $41.00 and set a “neutral” rating on the stock in a report on Thursday, April 2nd. Weiss Ratings reiterated a “hold (c-)” rating on shares of Lamb Weston in a report on Friday, March 27th. 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, April 2nd. Barclays cut their price target on Lamb Weston from $55.00 to $46.00 and set an “overweight” rating on the stock in a report on Thursday, April 2nd. Finally, Deutsche Bank Aktiengesellschaft decreased their price objective on Lamb Weston from $46.00 to $40.00 and set a “hold” rating for the company in a report on Monday, March 30th. Three investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $48.00.

Institutional Investors Weigh In On Lamb Weston

A number of institutional investors and hedge funds have recently made changes to their positions in LW. Vanguard Group Inc. increased its holdings in 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 buying an additional 43,766 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its stake in Lamb Weston by 27.4% in the fourth 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 acquiring an additional 2,111,874 shares during the last quarter. State Street Corp grew its position in shares of Lamb Weston by 1.1% in the 2nd quarter. State Street Corp now owns 5,801,585 shares of the specialty retailer’s stock valued at $300,812,000 after acquiring an additional 63,865 shares during the period. Geode Capital Management LLC grew its position in shares of 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 acquiring an additional 21,256 shares during the period. Finally, Invesco Ltd. increased its stake in shares of Lamb Weston by 2.5% during the 3rd quarter. Invesco Ltd. now owns 3,286,305 shares of the specialty retailer’s stock worth $190,869,000 after purchasing an additional 79,257 shares during the last quarter. Institutional investors own 89.56% of the company’s stock.

Lamb Weston News Summary

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

• Positive Sentiment: Jana Partners purchased roughly $9.7M of LW shares, increasing its stake and signaling activist support that can bolster investor confidence and potentially influence strategic/operational decisions. Jana Partners buys Lamb Weston shares
• Positive Sentiment: Multiple insider buys: Jana Partners (as a director) added 136,000 and 100,000 shares in early April at ~\$40.89–\$41.41; director Peter Bensen also bought 5,000 shares at \$39.45. These purchases (SEC-filed) show insider conviction near current price levels, which can support the stock. SEC ownership filing
• Positive Sentiment: Barclays reaffirmed a Buy on LW, giving some analyst backing amid mixed coverage — a positive endorsement for momentum and institutional interest. Barclays reaffirms buy
• Neutral Sentiment: FY2026 guidance updated: revenue guided to about \$6.5B–\$6.6B, roughly in line with consensus — neither a clear upside surprise nor a miss. EPS guidance in the release was unclear/missing in the bulletin, so takeaways are muted until full guidance is clarified. (Company update)
• Neutral Sentiment: Trading volume is below the stock’s average, suggesting today’s move is not yet broad-based; monitor volume for confirmation of any trend. (Market data)
• Negative Sentiment: Several analysts have trimmed price targets recently (JPMorgan, TD Cowen, Wells Fargo, Deutsche Bank) and the consensus rating leans toward Hold — a headwind for near‑term upside given reduced wall‑street expectations. MarketBeat LW overview

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.