Lamb Weston (NYSE:LW) Given New $47.00 Price Target at Bank of America

Lamb Weston (NYSE:LW) had its target price lowered by Bank of America from $49.00 to $47.00 in a report released on Thursday,Benzinga reports. Bank of America currently has a neutral rating on the specialty retailer’s stock.

A number of other equities analysts have also recently commented on LW. Zacks Research upgraded Lamb Weston from a “strong sell” rating to a “hold” rating in a report on Tuesday, March 3rd. BNP Paribas Exane set a $48.00 price target on shares of Lamb Weston in a research note on Monday, December 22nd. Jefferies Financial Group raised their price objective on shares of Lamb Weston from $67.00 to $70.00 and gave the company a “buy” rating in a research note on Friday, December 12th. Stifel Nicolaus dropped their price objective on shares of Lamb Weston from $63.00 to $50.00 and set a “hold” rating for the company in a report on Monday, December 22nd. Finally, JPMorgan Chase & Co. cut their target price on shares of Lamb Weston from $50.00 to $44.00 and set a “neutral” rating on the stock in a research note on Tuesday, March 24th. Three research 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 stock has a consensus rating of “Hold” and a consensus target price of $48.00.

Lamb Weston Stock Up 2.4%

NYSE:LW opened at $39.40 on Thursday. The company has a quick ratio of 0.64, a current ratio of 1.46 and a debt-to-equity ratio of 1.99. The stock’s fifty day moving average is $45.12 and its two-hundred day moving average is $51.88. Lamb Weston has a 52 week low of $37.62 and a 52 week high of $67.07. The stock has a market capitalization of $5.47 billion, a price-to-earnings ratio of 18.41, a price-to-earnings-growth ratio of 5.56 and a beta of 0.49.

Lamb Weston (NYSE:LW) last issued its quarterly earnings data on Wednesday, April 1st. The specialty retailer reported $0.72 earnings per share for the quarter, beating analysts’ consensus estimates of $0.61 by $0.11. The business had revenue of $1.56 billion during the quarter, compared to analysts’ expectations of $1.49 billion. Lamb Weston had a return on equity of 23.77% and a net margin of 4.61%.The company’s revenue was up 2.9% on a year-over-year basis. During the same period in the previous year, the firm posted $1.10 earnings per share. Research analysts anticipate that Lamb Weston will post 3.1 EPS for the current year.

Insider Activity

In other news, insider Jan Eli B. Craps bought 50,000 shares of the stock in a transaction that occurred on Friday, February 6th. The stock was purchased at an average price of $48.65 per share, for a total transaction of $2,432,500.00. Following the completion of the purchase, the insider owned 300,000 shares in the company, valued at approximately $14,595,000. This trade represents a 20.00% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.29% of the company’s stock.

Institutional Trading of Lamb Weston

Institutional investors have recently bought and sold shares of the business. Vanguard Group Inc. increased its holdings in shares of Lamb Weston by 0.3% in the 4th quarter. Vanguard Group Inc. now owns 16,679,203 shares of the specialty retailer’s stock valued at $698,692,000 after acquiring an additional 43,766 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its stake in Lamb Weston by 27.4% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 9,824,690 shares of the specialty retailer’s stock worth $411,558,000 after purchasing an additional 2,111,874 shares during the last quarter. State Street Corp lifted its stake in Lamb Weston by 1.1% during the second quarter. State Street Corp now owns 5,801,585 shares of the specialty retailer’s stock worth $300,812,000 after purchasing an additional 63,865 shares during the last quarter. Geode Capital Management LLC boosted its holdings in Lamb Weston by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 3,528,402 shares of the specialty retailer’s stock valued at $147,536,000 after purchasing an additional 21,256 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in Lamb Weston by 2.5% in the third quarter. Invesco Ltd. now owns 3,286,305 shares of the specialty retailer’s stock valued at $190,869,000 after purchasing an additional 79,257 shares in the last quarter. 89.56% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Lamb Weston

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

• Positive Sentiment: Q3 beat and guidance actions — Lamb Weston beat consensus revenue and adjusted EPS in Q3 and raised the midpoint of its net sales and EBITDA outlook while reducing expected 2026 capital expenditures, signaling management is shifting toward cash generation. BusinessWire: Q3 Results & Outlook
• Positive Sentiment: Cost-savings and cash focus — management’s “Focus to Win” program (targeting at least $250M in savings) plus a reduced capex plan and meaningful YTD free cash flow support near-term cash generation and a pivot from growth to margin/cash focus. MarketBeat: Frozen Out
• Positive Sentiment: Potential margin tailwind from lower input costs — management flagged expected declines in contracted potato costs (NA low-to-mid single digits; Europe mid-teens), which could help margins in fiscal 2027 if volumes hold. MarketBeat: Input Cost Note
• Neutral Sentiment: Analyst revisions are mixed — several firms trimmed price targets after the print (BNP Paribas Exane, Barclays, Stifel, Wells Fargo, BofA, Deutsche Bank), but many maintain neutral/overweight ratings and a consensus price target materially above current levels, producing divergent near-term guidance for investors. Benzinga: Analysts Cut Forecasts
• Negative Sentiment: Margin pressure and international softness — despite sales growth, operating margins and net income fell year-over-year (EPS down materially from prior-year levels), driven by weaker restaurant demand in some international markets, lower factory utilization and pricing pressure; these dynamics are keeping the stock under pressure despite the beat. MarketBeat: Margin 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.