Zacks Research Reduces Earnings Estimates for Lamb Weston

Lamb Weston Holdings, Inc. (NYSE:LW) – Equities researchers at Zacks Research reduced their Q4 2026 earnings estimates for shares of Lamb Weston in a research report issued on Thursday, January 2nd. Zacks Research analyst R. Department now expects that the specialty retailer will post earnings per share of $1.03 for the quarter, down from their previous estimate of $1.16. The consensus estimate for Lamb Weston’s current full-year earnings is $4.26 per share. Zacks Research also issued estimates for Lamb Weston’s Q1 2027 earnings at $1.18 EPS.

Lamb Weston (NYSE:LW) last released its quarterly earnings results on Thursday, December 19th. The specialty retailer reported $0.66 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.01 by ($0.35). The company had revenue of $1.60 billion during the quarter, compared to the consensus estimate of $1.67 billion. Lamb Weston had a return on equity of 34.33% and a net margin of 9.57%. Lamb Weston’s quarterly revenue was down 7.5% on a year-over-year basis. During the same period in the previous year, the company earned $1.45 earnings per share.

Several other brokerages have also commented on LW. Barclays lowered their price objective on Lamb Weston from $87.00 to $69.00 and set an “overweight” rating for the company in a research report on Monday, December 23rd. Citigroup lowered shares of Lamb Weston from a “buy” rating to a “neutral” rating and dropped their price objective for the stock from $90.00 to $68.00 in a research note on Friday, December 20th. Deutsche Bank Aktiengesellschaft assumed coverage on shares of Lamb Weston in a research note on Thursday, December 12th. They set a “hold” rating and a $81.00 target price for the company. Sanford C. Bernstein assumed coverage on Lamb Weston in a research report on Tuesday, December 3rd. They issued a “market perform” rating and a $85.00 price target on the stock. Finally, Bank of America lifted their price objective on Lamb Weston from $68.00 to $80.00 and gave the company a “neutral” rating in a research note on Monday, October 21st. Eight equities research analysts have rated the stock with a hold rating and five have issued a buy rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $81.00.

Lamb Weston Trading Down 2.0 %

LW opened at $61.79 on Monday. The company has a quick ratio of 0.54, a current ratio of 1.19 and a debt-to-equity ratio of 1.87. Lamb Weston has a 52 week low of $52.99 and a 52 week high of $110.61. The stock has a market cap of $8.81 billion, a PE ratio of 14.50, a PEG ratio of 1.42 and a beta of 0.73. The business has a 50 day moving average of $74.26 and a 200-day moving average of $70.64.

Lamb Weston Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 28th. Stockholders of record on Friday, January 31st will be paid a $0.37 dividend. The ex-dividend date is Friday, January 31st. This represents a $1.48 annualized dividend and a dividend yield of 2.40%. This is an increase from Lamb Weston’s previous quarterly dividend of $0.36. Lamb Weston’s dividend payout ratio (DPR) is 58.50%.

Insiders Place Their Bets

In related news, Director Charles A. Blixt purchased 1,200 shares of the firm’s stock in a transaction on Monday, December 23rd. The shares were acquired at an average price of $63.25 per share, for a total transaction of $75,900.00. Following the purchase, the director now directly owns 22,982 shares in the company, valued at $1,453,611.50. This trade represents a 5.51 % increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.72% of the stock is owned by company insiders.

Institutional Investors Weigh In On Lamb Weston

A number of hedge funds have recently made changes to their positions in the company. City State Bank raised its holdings in Lamb Weston by 56.2% during the 3rd quarter. City State Bank now owns 417 shares of the specialty retailer’s stock valued at $27,000 after buying an additional 150 shares during the period. Northwest Investment Counselors LLC bought a new stake in shares of Lamb Weston in the 3rd quarter worth about $29,000. Riverview Trust Co bought a new position in Lamb Weston during the 3rd quarter valued at about $35,000. CVA Family Office LLC raised its position in Lamb Weston by 143.8% in the 3rd quarter. CVA Family Office LLC now owns 573 shares of the specialty retailer’s stock worth $37,000 after purchasing an additional 338 shares during the period. Finally, Kennebec Savings Bank bought a new stake in Lamb Weston in the third quarter worth about $39,000. 89.56% of the stock is currently owned by hedge funds and other institutional investors.

About Lamb Weston

Lamb Weston Holdings, Inc produces, distributes, and markets frozen potato products worldwide. The company operates through four segments: Global, Foodservice, Retail, and Other. It offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels.