Lamb Weston $LW Stock Holdings Increased by Sei Investments Co.

Sei Investments Co. boosted its holdings in shares of Lamb Weston (NYSE:LW) by 128.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 52,226 shares of the specialty retailer’s stock after purchasing an additional 29,384 shares during the period. Sei Investments Co.’s holdings in Lamb Weston were worth $2,207,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in LW. Royal Bank of Canada boosted its stake in shares of Lamb Weston by 29.4% during 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 in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Lamb Weston by 3.5% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,355 shares of the specialty retailer’s stock worth $872,000 after purchasing an additional 549 shares during the period. EverSource Wealth Advisors LLC raised its position in shares of Lamb Weston by 19.4% during the second quarter. EverSource Wealth Advisors LLC now owns 3,490 shares of the specialty retailer’s stock worth $181,000 after purchasing an additional 567 shares during the period. Amundi lifted its holdings in shares of Lamb Weston by 405.9% during the second quarter. Amundi now owns 256,794 shares of the specialty retailer’s stock valued at $13,548,000 after purchasing an additional 206,034 shares during the last quarter. Finally, Gamco Investors INC. ET AL lifted its holdings in shares of Lamb Weston by 70.7% during the second quarter. Gamco Investors INC. ET AL now owns 18,116 shares of the specialty retailer’s stock valued at $939,000 after purchasing an additional 7,503 shares during the last quarter. 89.56% of the stock is currently owned by institutional investors.

Lamb Weston News Roundup

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

• Positive Sentiment: Zacks Research raised its earnings outlook for Lamb Weston. The firm increased its FY2027 EPS estimate to $3.04 from $2.99, FY2028 to $3.42 from $3.37, Q4 FY2027 to $0.77 from $0.69, and Q2 FY2027 to $0.77 from $0.76. Zacks also projects FY2029 EPS of $3.78, suggesting expectations for earnings growth beyond the current fiscal year. Lamb Weston analyst estimates
• Neutral Sentiment: The estimate revisions were mixed across future quarters. Zacks reduced its forecasts for Q1 FY2027 EPS to $0.58 from $0.62, Q1 FY2028 to $0.71 from $0.74, Q2 FY2028 to $0.86 from $0.87, and Q3 FY2028 to $1.02 from $1.04. However, the higher full-year forecasts and new FY2029 estimate indicate that the overall long-term view remains constructive. The current full-year consensus EPS estimate is $3.05. Lamb Weston earnings estimates
• Negative Sentiment: An executive sold 3,820 Lamb Weston shares. The transaction was valued at approximately $203,100 at $53.18 per share and reduced the insider’s total equity holdings by 6%, including an 11% decline in the executive’s direct position. While insider sales can be made for personal or portfolio reasons, the transaction may modestly weigh on sentiment because it signals reduced personal exposure. Executive parts ways with Lamb Weston stock

Lamb Weston Price Performance

LW opened at $52.19 on Friday. The firm has a market capitalization of $7.18 billion, a P/E ratio of 25.09, a PEG ratio of 2.34 and a beta of 0.46. The stock has a fifty day moving average of $46.78 and a 200-day moving average of $45.04. The company has a quick ratio of 0.74, a current ratio of 1.42 and a debt-to-equity ratio of 1.97. Lamb Weston has a 12-month low of $37.62 and a 12-month high of $67.07.

Lamb Weston (NYSE:LW) last issued its quarterly earnings results on Friday, July 24th. The specialty retailer reported $0.87 earnings per share for the quarter, beating analysts’ consensus estimates of $0.63 by $0.24. The business had revenue of $1.77 billion for the quarter, compared to the consensus estimate of $1.70 billion. Lamb Weston had a return on equity of 23.33% and a net margin of 4.39%.Lamb Weston’s revenue for the quarter was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.87 earnings per share. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. Equities analysts forecast that Lamb Weston will post 3.06 EPS for the current fiscal year.

Lamb Weston Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Shareholders of record on Friday, August 7th will be given a dividend of $0.38 per share. The ex-dividend date is Friday, August 7th. This represents a $1.52 dividend on an annualized basis and a yield of 2.9%. Lamb Weston’s dividend payout ratio (DPR) is presently 73.08%.

Analysts Set New Price Targets

LW has been the subject of a number of recent analyst reports. TD Cowen increased their price target on Lamb Weston from $40.00 to $52.00 and gave the company a “hold” rating in a research report on Tuesday, July 28th. Sanford C. Bernstein boosted their price objective on Lamb Weston from $42.00 to $57.00 and gave the stock a “market perform” rating in a report on Tuesday, July 28th. Stephens upped their price objective on shares of Lamb Weston from $46.00 to $55.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 28th. Barclays raised their target price on shares of Lamb Weston from $50.00 to $56.00 and gave the stock an “overweight” rating in a report on Monday, July 27th. Finally, Weiss Ratings raised shares of Lamb Weston from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Tuesday, July 28th. Three investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $53.36.

Lamb Weston 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.