Lombard Odier Asset Management Europe Ltd Has $1.17 Million Stock Position in Lamb Weston $LW

Lombard Odier Asset Management Europe Ltd trimmed its position in shares of Lamb Weston (NYSE:LW) by 66.5% during the first quarter, HoldingsChannel reports. The institutional investor owned 27,597 shares of the specialty retailer’s stock after selling 54,669 shares during the period. Lombard Odier Asset Management Europe Ltd’s holdings in Lamb Weston were worth $1,166,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in LW. MCF Advisors LLC boosted its stake 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 buying an additional 199 shares in the last quarter. Hantz Financial Services Inc. boosted its stake in shares of Lamb Weston by 380.7% in the 4th quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock valued at $30,000 after purchasing an additional 571 shares in the last quarter. Danske Bank A S bought a new stake in shares of Lamb Weston during the 3rd quarter valued at approximately $52,000. Larson Financial Group LLC increased its position in 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 in the last quarter. Finally, Transamerica Financial Advisors LLC lifted its stake in 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 purchasing an additional 619 shares during the last quarter. 89.56% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on LW shares. Stephens started coverage on Lamb Weston in a research note on Wednesday, May 27th. They issued an “equal weight” rating and a $46.00 price target for the company. 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 note on Thursday, April 2nd. Wells Fargo & Company boosted their target price on shares of Lamb Weston from $46.00 to $54.00 and gave the stock an “overweight” rating in a report on Wednesday, July 8th. JPMorgan Chase & Co. increased their price objective on Lamb Weston from $43.00 to $48.00 and gave the company a “neutral” rating in a report on Thursday, July 9th. Finally, Stifel Nicolaus lowered their price objective on Lamb Weston from $50.00 to $45.00 and set a “hold” rating for the company in a research report on Thursday, April 2nd. Three analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Lamb Weston has an average rating of “Hold” and an average target price of $49.27.

Lamb Weston Stock Down 0.0%

Shares of NYSE LW opened at $49.57 on Monday. Lamb Weston has a 12-month low of $37.62 and a 12-month 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 firm has a market cap of $6.84 billion, a PE ratio of 23.83, a P/E/G ratio of 6.63 and a beta of 0.47. The company’s fifty day simple moving average is $44.73 and its 200 day simple moving average is $44.27.

Lamb Weston (NYSE:LW) last issued its earnings results on Friday, July 24th. The specialty retailer reported $0.87 EPS for the quarter, beating analysts’ consensus estimates of $0.63 by $0.24. The business had revenue of $1.77 billion during the quarter, compared to analyst estimates of $1.70 billion. Lamb Weston had a return on equity of 23.33% and a net margin of 4.39%.The firm’s revenue was up 5.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.87 EPS. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. As a group, sell-side analysts forecast that Lamb Weston will post 3.08 earnings per share for the current fiscal year.

Lamb Weston Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 7th will be given 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 3.1%. Lamb Weston’s payout ratio is presently 71.03%.

Lamb Weston News Summary

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

• Positive Sentiment: Lamb Weston beat fiscal Q4 earnings and revenue estimates, with stronger North American volume driving the top line. Lamb Weston (LW) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: The company issued FY 2027 guidance that implies modest growth and revenue above consensus, suggesting management confidence in the turnaround. Lamb Weston earnings report
• Neutral Sentiment: Management said higher production and cost savings are helping offset inflation and geopolitical disruptions, but those headwinds are still affecting international sales. Seeking Alpha news
• Neutral Sentiment: Analysts remain cautious despite the beat, with at least one downgrade saying the stock may be past the worst but still faces meaningful challenges. Lamb Weston: Passing The Bottom, But Challenges Remain (Downgrade)
• Negative Sentiment: International weakness, inflation, and geopolitical volatility continue to pressure margins and could limit how quickly earnings improve. Lamb Weston Posts Higher Sales on North America Growth

About Lamb Weston

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.