Lamb Weston (NYSE:LW) Given New $46.00 Price Target at Wells Fargo & Company

Lamb Weston (NYSE:LW) had its price objective reduced by analysts at Wells Fargo & Company from $54.00 to $46.00 in a research note issued on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the specialty retailer’s stock. Wells Fargo & Company‘s target price points to a potential upside of 21.30% from the company’s previous close.

LW has been the topic of a number of other research reports. Bank of America lowered their target price on shares of Lamb Weston from $49.00 to $47.00 and set a “neutral” rating on the stock in a research note on Thursday. Weiss Ratings reissued a “hold (c-)” rating on shares of Lamb Weston in a report on Friday, March 27th. BNP Paribas Exane set a $48.00 price objective on Lamb Weston in a research report on Monday, December 22nd. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $46.00 price objective on shares of Lamb Weston in a research note on Monday, December 29th. Finally, Stifel Nicolaus cut their target price on Lamb Weston from $63.00 to $50.00 and set a “hold” rating for the company in a research report on Monday, December 22nd. Three equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Lamb Weston currently has an average rating of “Hold” and an average target price of $50.10.

Lamb Weston Stock Performance

NYSE LW traded down $0.56 on Thursday, reaching $37.92. 279,841 shares of the stock were exchanged, compared to its average volume of 3,232,443. The company has a current ratio of 1.43, a quick ratio of 0.64 and a debt-to-equity ratio of 2.08. Lamb Weston has a one year low of $37.62 and a one year high of $67.07. The firm has a market capitalization of $5.27 billion, a PE ratio of 13.65, a PEG ratio of 6.15 and a beta of 0.43. The company’s 50-day simple moving average is $45.21 and its two-hundred day simple moving average is $51.97.

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

Insider Buying and Selling at Lamb Weston

In related news, insider Jan Eli B. Craps bought 50,000 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was bought at an average cost of $48.65 per share, with a total value 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. The trade was a 20.00% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 0.29% of the company’s stock.

Institutional Trading of Lamb Weston

Hedge funds have recently bought and sold shares of the stock. AlphaQuest LLC grew its position 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 purchasing an additional 239 shares in the last quarter. MCF Advisors LLC increased its holdings in shares of Lamb Weston by 44.2% in the fourth quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock worth $27,000 after purchasing an additional 199 shares during the last quarter. Quent Capital LLC purchased a new stake in shares of Lamb Weston in the third quarter worth about $29,000. Motco purchased a new stake in shares of Lamb Weston in the third quarter worth about $30,000. Finally, Hantz Financial Services Inc. boosted its stake in Lamb Weston by 380.7% during the fourth quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock valued at $30,000 after buying an additional 571 shares during the last quarter. Hedge funds and other institutional investors own 89.56% of the company’s stock.

Key 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.