Lamb Weston (NYSE:LW) Price Target Lowered to $46.00 at Barclays

Lamb Weston (NYSE:LW) had its target price decreased by equities researchers at Barclays from $55.00 to $46.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has an “overweight” rating on the specialty retailer’s stock. Barclays‘s target price suggests a potential upside of 20.72% from the stock’s previous close.

Other equities analysts also recently issued research reports about the company. Deutsche Bank Aktiengesellschaft cut their target price on Lamb Weston from $46.00 to $40.00 and set a “hold” rating on the stock in a research note on Monday. Sanford C. Bernstein reiterated a “market perform” rating and set a $46.00 price target on shares of Lamb Weston in a report on Monday, December 29th. Bank of America cut their price objective on Lamb Weston from $49.00 to $47.00 and set a “neutral” rating on the stock in a research report on Thursday. JPMorgan Chase & Co. reduced their price objective on Lamb Weston from $50.00 to $44.00 and set a “neutral” rating for the company in a research note on Tuesday, March 24th. Finally, Zacks Research raised Lamb Weston from a “strong sell” rating to a “hold” rating in a research report on Tuesday, March 3rd. Three research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $48.70.

Lamb Weston Stock Down 1.0%

Shares of LW stock traded down $0.38 on Thursday, hitting $38.11. The stock had a trading volume of 964,220 shares, compared to its average volume of 3,241,711. The company has a debt-to-equity ratio of 2.08, a current ratio of 1.43 and a quick ratio of 0.64. The business has a 50 day moving average of $45.21 and a 200 day moving average of $51.97. Lamb Weston has a 12-month low of $37.62 and a 12-month high of $67.07. The stock has a market cap of $5.29 billion, a price-to-earnings ratio of 13.71, a price-to-earnings-growth ratio of 6.15 and a beta of 0.43.

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

Insider Transactions at Lamb Weston

In other news, insider Jan Eli B. Craps acquired 50,000 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were acquired at an average cost of $48.65 per share, for a total transaction of $2,432,500.00. Following 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 0.29% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Lamb Weston

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. AlphaQuest LLC increased its stake in shares of Lamb Weston by 115.5% in the third quarter. AlphaQuest LLC now owns 446 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 239 shares in the last quarter. Quent Capital LLC purchased a new stake in shares of Lamb Weston during the 3rd quarter valued at approximately $29,000. Motco bought a new position in Lamb Weston in the 3rd quarter worth approximately $30,000. Blue Trust Inc. boosted its holdings in Lamb Weston by 333.3% in the 3rd quarter. Blue Trust Inc. now owns 637 shares of the specialty retailer’s stock worth $37,000 after buying an additional 490 shares during the period. Finally, MCF Advisors LLC grew its stake in Lamb Weston by 44.2% in the 4th 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. Institutional investors own 89.56% of the company’s stock.

Key Headlines Impacting Lamb Weston

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

• Positive Sentiment: Lamb Weston beat Q3 revenue and adjusted EPS and raised the midpoint of its full‑year net sales and EBITDA outlook; management also trimmed expected 2026 capex. BusinessWire: Q3 Results & Guidance
• Positive Sentiment: Management’s cost‑savings program (a $250M goal) appears on track and the company has improved free cash flow and cut discretionary capex, which supports a pivot toward cash generation. MarketBeat: Post‑earnings analysis
• Positive Sentiment: Input‑cost tailwinds expected in fiscal 2027 (lower contracted potato prices in North America and Europe) could help margins recover if volumes hold. MarketBeat: Cost outlook
• Neutral Sentiment: Wells Fargo cut its price target to $46 but kept an “overweight” rating, signaling continued upside in the firm’s view despite the PT reduction. Benzinga: Wells Fargo price target change
• Neutral Sentiment: Bank of America trimmed its price target to $47 and set a “neutral” rating, reflecting mixed analyst sentiment after the quarter. Benzinga: BofA price target change
• Negative Sentiment: Margins and net income fell sharply year‑over‑year (adjusted EPS down vs. last year) and management flagged international softness and utilization issues — the primary reasons investors remain cautious despite the top‑line beat. Barron’s: Why stock barely budged
• Negative Sentiment: Activist investor pressure and skepticism from some analysts add to near‑term uncertainty around strategy execution and capital allocation. Barron’s: Activist pressure

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.