129,243 Lamb Weston $LW Shares Acquired by Douglas Lane & Associates LLC

Douglas Lane & Associates LLC increased its position in shares of Lamb Weston (NYSE:LW) by 7.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,811,598 shares of the specialty retailer’s stock after buying an additional 129,243 shares during the quarter. Douglas Lane & Associates LLC owned about 1.32% of Lamb Weston worth $75,526,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in LW. Jones Financial Companies Lllp bought a new position in shares of Lamb Weston in the 2nd quarter worth $25,000. Edmond DE Rothschild Holding S.A. acquired a new position in shares of Lamb Weston during the second quarter valued at about $29,000. Bell Investment Advisors Inc bought a new stake in shares of Lamb Weston during the second quarter worth about $36,000. Kimelman & Baird LLC acquired a new stake in shares of Lamb Weston in the 2nd quarter worth about $43,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in Lamb Weston in the 2nd quarter valued at about $44,000. Institutional investors and hedge funds own 89.56% of the company’s stock.

Trending Headlines about Lamb Weston

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

• Positive Sentiment: Raised price target: Stephens increased its price target for Lamb Weston from $50 to $55 while maintaining an “equal weight” rating, implying notable potential appreciation from recent trading levels. Analysts Offer Insights on Consumer Goods Companies: Edgewell Personal Care and Lamb Weston
• Positive Sentiment: Momentum and earnings support: Analysts point to Lamb Weston’s improving momentum profile and long-term potential. The company recently exceeded quarterly EPS and revenue expectations, while management raised fiscal 2027 guidance. Why Lamb Weston Is a Top Momentum Stock for the Long-Term
• Positive Sentiment: Operational initiatives: Stable volumes and cost-reduction efforts are helping offset pricing and margin pressure, providing a potential foundation for improved profitability. LW Q3 Deep Dive: Stable Volumes and Cost Initiatives Offset Margin Compression
• Neutral Sentiment: Analyst outlook remains balanced: Several recent analyst commentaries recognize Lamb Weston’s earnings progress but do not indicate a decisive shift toward bullish ratings. Analysts Offer Insights on Consumer Goods Companies
• Negative Sentiment: Margin concerns: Cost inflation and weaker margins remain a risk even as volumes hold up, potentially constraining earnings growth and valuation expansion. Lamb Weston Faces a Fresh Test as Leadership Change Leaves Valuation in Balance
• Negative Sentiment: Leadership transition: The change in senior leadership creates execution uncertainty and leaves investors weighing the company’s valuation against its recovery prospects. Lamb Weston Faces a Fresh Test as Leadership Change Leaves Valuation in Balance

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on LW shares. Sanford C. Bernstein increased their price target on Lamb Weston from $42.00 to $57.00 and gave the company a “market perform” rating in a research report on Tuesday, July 28th. Stephens upped their target price on Lamb Weston from $50.00 to $55.00 and gave the stock an “equal weight” rating in a research note on Thursday. JPMorgan Chase & Co. lifted their target price on shares of Lamb Weston from $46.00 to $53.00 and gave the stock a “neutral” rating in a research report on Wednesday. Wall Street Zen lowered Lamb Weston from a “buy” rating to a “hold” rating in a research report on Saturday, October 3rd. Finally, Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $53.00 price target on shares of Lamb Weston in a research note on Wednesday. Three equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $53.82.

Lamb Weston Trading Down 2.1%

NYSE LW traded down $1.04 during trading hours on Friday, hitting $48.42. 490,432 shares of the company were exchanged, compared to its average volume of 2,260,194. The stock has a 50-day moving average price of $49.80 and a 200 day moving average price of $46.12. The company has a quick ratio of 0.74, a current ratio of 1.45 and a debt-to-equity ratio of 1.98. Lamb Weston has a 52 week low of $37.62 and a 52 week high of $67.07. The stock has a market cap of $6.66 billion, a PE ratio of 26.49, a price-to-earnings-growth ratio of 1.78 and a beta of 0.49.

Lamb Weston (NYSE:LW) last posted its quarterly earnings data on Tuesday, October 6th. The specialty retailer reported $0.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.59 by $0.16. The business had revenue of $1.67 billion during the quarter, compared to analyst estimates of $1.65 billion. Lamb Weston had a return on equity of 23.27% and a net margin of 3.85%.The company’s revenue for the quarter was up .7% on a year-over-year basis. During the same period last year, the company earned $0.74 EPS. Lamb Weston has set its FY 2027 guidance at 3.050-3.350 EPS. Analysts forecast that Lamb Weston will post 3.17 earnings per share for the current fiscal year.

Lamb Weston Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, December 4th. Stockholders of record on Friday, November 6th will be issued a $0.38 dividend. This represents a $1.52 annualized dividend and a dividend yield of 3.1%. The ex-dividend date is Friday, November 6th. Lamb Weston’s dividend payout ratio (DPR) is 83.06%.

Lamb Weston Company Profile

Lamb Weston Holdings, Inc (NYSE: LW) is a global producer and marketer of frozen potato products. The company supplies French fries, potato wedges, hash browns, potato rounds, mashed potatoes and other specialty potato products to restaurants, foodservice distributors, retailers and food manufacturers.

Its product portfolio includes conventional and specialty frozen potato offerings, as well as sweet potato products and appetizer items. Lamb Weston sells products under its Lamb Weston and Grown in Idaho brands, while also providing private-label products for retail and foodservice customers.

The company’s history dates to the 1950s, when it began producing frozen potato products in the Pacific Northwest.