Deutsche Bank Aktiengesellschaft Cuts Lamb Weston (NYSE:LW) Price Target to $40.00

Lamb Weston (NYSE:LW) had its price target reduced by Deutsche Bank Aktiengesellschaft from $46.00 to $40.00 in a research report report published on Monday,Benzinga reports. They currently have a hold rating on the specialty retailer’s stock.

Other equities analysts have also issued reports about the stock. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $46.00 price target on shares of Lamb Weston in a report on Monday, December 29th. BNP Paribas Exane set a $48.00 price objective on Lamb Weston in a report on Monday, December 22nd. Stifel Nicolaus lowered their price objective 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. Wells Fargo & Company dropped their target price on Lamb Weston from $68.00 to $54.00 and set an “overweight” rating on the stock in a research note on Tuesday, December 23rd. Finally, Zacks Research raised Lamb Weston from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 3rd. Three analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $51.50.

Lamb Weston Stock Down 9.2%

NYSE:LW opened at $38.38 on Monday. Lamb Weston has a fifty-two week low of $38.18 and a fifty-two week high of $67.07. The stock has a market capitalization of $5.33 billion, a P/E ratio of 13.81, 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. The company’s 50-day simple moving average is $45.21 and its 200-day simple moving average is $51.97.

Lamb Weston (NYSE:LW) last issued its quarterly earnings data on Wednesday, April 1st. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.63 by $0.09. The firm had revenue of $1.56 billion for the quarter, compared to the consensus estimate of $1.49 billion. Lamb Weston had a net margin of 6.06% and a return on equity of 27.71%. The company’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.10 EPS. On average, equities analysts anticipate that Lamb Weston will post 3.1 earnings per share for the current fiscal year.

Insider Activity

In related news, insider Jan Eli B. Craps purchased 50,000 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was acquired at an average price of $48.65 per share, with a total value of $2,432,500.00. Following the completion of the acquisition, the insider owned 300,000 shares in the company, valued at approximately $14,595,000. This represents a 20.00% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Corporate insiders own 0.29% of the company’s stock.

Institutional Investors Weigh In On Lamb Weston

Large investors have recently made changes to their positions in the stock. Royal Bank of Canada raised its stake in Lamb Weston by 29.4% in the 1st quarter. Royal Bank of Canada now owns 185,038 shares of the specialty retailer’s stock worth $9,862,000 after acquiring an additional 42,039 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Lamb Weston by 3.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,355 shares of the specialty retailer’s stock worth $872,000 after acquiring an additional 549 shares during the period. Franklin Resources Inc. grew its stake in Lamb Weston by 78.8% during the 2nd quarter. Franklin Resources Inc. now owns 26,114 shares of the specialty retailer’s stock valued at $1,354,000 after purchasing an additional 11,511 shares during the last quarter. American Century Companies Inc. grew its stake in Lamb Weston by 21.2% during the 2nd quarter. American Century Companies Inc. now owns 158,967 shares of the specialty retailer’s stock valued at $8,242,000 after purchasing an additional 27,802 shares during the last quarter. Finally, Prudential Financial Inc. increased its holdings in shares of Lamb Weston by 7.6% in the second quarter. Prudential Financial Inc. now owns 83,701 shares of the specialty retailer’s stock valued at $4,340,000 after purchasing an additional 5,911 shares during the period. 89.56% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Lamb Weston

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

• Positive Sentiment: Beat on revenue and EPS — Q3 revenue of ~$1.56B and adjusted EPS of $0.72 topped Street estimates, showing demand and North American volume growth that offset pricing pressure. Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides
• Positive Sentiment: Guidance and cash-flow improvements — Management raised the midpoint of fiscal-year net sales and EBITDA outlook, reduced expected 2026 capex, reported meaningful year-to-date free cash flow and reaffirmed a $250M+ cost-savings program. These moves shift focus toward cash generation. Lamb Weston Reports Third Quarter Fiscal 2026 Results
• Positive Sentiment: Input-cost tailwind possible — Management expects lower contracted potato costs in North America and Europe for the next crop year, which could help margins in fiscal 2027 if volumes hold. Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides
• Neutral Sentiment: Analyst reactions mixed — Some analysts raised models after the beats and guidance tweaks, while others trimmed price targets and adjusted estimates ahead of/after the call. Pay attention to ongoing revisions for short-term guidance. Lamb Weston Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
• Negative Sentiment: Margin deterioration and profit decline — Operating income and net income fell sharply year-over-year (large percentage declines), driven by pricing pressure, supply/factory utilization issues and weaker international restaurant demand. That’s the main driver of the stock slide. Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides
• Negative Sentiment: International business drag & activist scrutiny — Softer demand in key overseas markets and pressure from an activist investor raise uncertainty on the timing of margin recovery and strategic execution. Lamb Weston Earnings Top Estimates. Why The Stock Is Barely Budging.
• Negative Sentiment: Price-target cut — At least one firm trimmed its price target (Deutsche Bank), reflecting continued near-term risk to earnings and valuation. Deutsche Bank Lowers Lamb Weston Price Target to $40.00

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.