Lamb Weston (NYSE:LW) Given New $54.00 Price Target at Wells Fargo & Company

Lamb Weston (NYSE:LW) had its price objective cut by analysts at Wells Fargo & Company from $68.00 to $54.00 in a report released on Tuesday,Benzinga reports. The brokerage presently has an “overweight” rating on the specialty retailer’s stock. Wells Fargo & Company‘s target price indicates a potential upside of 29.34% from the stock’s previous close.

A number of other research firms have also recently commented on LW. Jefferies Financial Group upped their price objective on Lamb Weston from $67.00 to $70.00 and gave the company a “buy” rating in a report on Friday, December 12th. Deutsche Bank Aktiengesellschaft lowered their target price on Lamb Weston from $61.00 to $49.00 and set a “hold” rating on the stock in a report on Monday. Weiss Ratings restated a “hold (c-)” rating on shares of Lamb Weston in a report on Monday, December 15th. Zacks Research downgraded Lamb Weston from a “strong-buy” rating to a “hold” rating in a report on Friday, December 12th. Finally, Cfra Research upgraded shares of Lamb Weston to a “hold” rating in a research note on Thursday, October 2nd. Three investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $56.70.

Lamb Weston Price Performance

Shares of Lamb Weston stock traded down $1.05 during trading hours on Tuesday, hitting $41.75. The company’s stock had a trading volume of 326,070 shares, compared to its average volume of 2,218,104. The company has a debt-to-equity ratio of 2.08, a quick ratio of 0.64 and a current ratio of 1.43. Lamb Weston has a 12-month low of $42.00 and a 12-month high of $68.61. The business has a 50 day moving average price of $60.09 and a two-hundred day moving average price of $57.08. The company has a market cap of $5.82 billion, a PE ratio of 15.11, a PEG ratio of 4.03 and a beta of 0.44.

Lamb Weston (NYSE:LW) last released its quarterly earnings data on Friday, December 19th. The specialty retailer reported $0.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.68 by $0.01. Lamb Weston had a net margin of 6.06% and a return on equity of 27.71%. The firm had revenue of $1.62 billion for the quarter, compared to the consensus estimate of $1.59 billion. During the same period last year, the firm earned $0.66 earnings per share. The company’s quarterly revenue was up 1.1% on a year-over-year basis. Analysts expect that Lamb Weston will post 3.1 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Lamb Weston

Institutional investors have recently made changes to their positions in the stock. State Street Corp increased its holdings in Lamb Weston by 1.1% in the second quarter. State Street Corp now owns 5,801,585 shares of the specialty retailer’s stock valued at $300,812,000 after buying an additional 63,865 shares in the last quarter. Invesco Ltd. grew its holdings in shares of Lamb Weston by 2.5% in the 3rd quarter. Invesco Ltd. now owns 3,286,305 shares of the specialty retailer’s stock worth $190,869,000 after acquiring an additional 79,257 shares during the period. Norges Bank acquired a new position in Lamb Weston in the 2nd quarter valued at $119,413,000. Capital Research Global Investors raised its stake in shares of Lamb Weston by 46.3% in the 3rd quarter. Capital Research Global Investors now owns 2,150,000 shares of the specialty retailer’s stock valued at $124,872,000 after acquiring an additional 680,000 shares during the period. Finally, Gates Capital Management Inc. boosted its stake in shares of Lamb Weston by 49.8% during the 1st quarter. Gates Capital Management Inc. now owns 2,016,142 shares of the specialty retailer’s stock valued at $107,460,000 after buying an additional 670,611 shares during the last quarter. Institutional investors and hedge funds own 89.56% of the company’s stock.

More Lamb Weston News

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

• Positive Sentiment: Unusually large options activity — investors bought roughly 9,763 call contracts in a single session (≈+263% vs. average), suggesting some speculative or hedge-driven bullish interest that can support short-term buying. Options Flow Report
• Neutral Sentiment: Analysts and research pieces are largely neutral on the consumer-packaged-goods group, with Stifel maintaining a ‘hold’ and broad coverage noting Lamb Weston’s S&P 500 exposure — these keep institutional positioning cautious rather than outright bearish. Analysts Are Neutral on Top Consumer Goods Stocks: Lamb Weston Holdings (LW), Conagra Brands (CAG)
• Neutral Sentiment: Coverage notes and market summaries (BayStreet, Kalkine) highlight active trading and index exposure; useful for context but not a direct catalyst. Lamb Weston (NYSE:LW) Shares Active as S&P 500 Exposure Highlighted
• Negative Sentiment: BNP Paribas Exane downgraded LW from ‘outperform’ to ‘neutral’, and Bank of America cut its price target from $66 to $53 while keeping a neutral rating — analyst moves are weighing on sentiment and reduce upside conviction. Finviz / Coverage Note
• Negative Sentiment: Recent analysis highlights weak guidance and margin pressures despite an EPS beat, prompting a valuation reassessment that pressures the stock multiple. Lamb Weston (LW): Reassessing Valuation After Earnings Beat, Weak Guidance and Margin Pressures
• Negative Sentiment: Opinion pieces argue Lamb Weston has sustained technical underperformance and persistent selling since mid-2023 — this narrative reinforces bearish sentiment among momentum-focused investors. What’s Driving Lamb Weston’s Sustained Underperformance
• Neutral Sentiment: Deep-dive coverage on international revenues discusses shifting geographic mix and implications for growth forecasts — important for medium-term thesis but not an immediate catalyst. International Markets and Lamb Weston (LW): A Deep Dive for Investors

About Lamb Weston

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.