Lamb Weston (NYSE:LW) Price Target Cut to $46.00 by Analysts at Wells Fargo & Company

Lamb Weston (NYSE:LW) had its price objective trimmed by Wells Fargo & Company from $54.00 to $46.00 in a report published on Thursday morning,Benzinga reports. The firm currently has an overweight rating on the specialty retailer’s stock.

A number of other equities research analysts have also recently commented on LW. Weiss Ratings reissued a “hold (c-)” rating on shares of Lamb Weston in a research note on Friday, March 27th. JPMorgan Chase & Co. reduced their price target on shares of Lamb Weston from $50.00 to $44.00 and set a “neutral” rating on the stock in a report on Tuesday, March 24th. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Lamb Weston from $46.00 to $40.00 and set a “hold” rating on the stock in a research report on Monday. BNP Paribas Exane set a $48.00 price objective on shares of Lamb Weston in a research note on Monday, December 22nd. Finally, Barclays cut their price objective on Lamb Weston from $68.00 to $55.00 and set an “overweight” rating for the company in a research report on Tuesday, December 23rd. Three investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $48.00.

Lamb Weston Stock Performance

Shares of LW stock opened at $39.40 on Thursday. The stock has a fifty day moving average price of $45.12 and a 200 day moving average price of $51.88. The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.64 and a current ratio of 1.46. The stock has a market cap of $5.47 billion, a PE ratio of 18.41, a P/E/G ratio of 5.56 and a beta of 0.49. Lamb Weston has a 1 year low of $37.62 and a 1 year high of $67.07.

Lamb Weston (NYSE:LW) last posted its earnings results on Wednesday, April 1st. The specialty retailer reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.61 by $0.11. Lamb Weston had a return on equity of 23.77% and a net margin of 4.61%.The company had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.49 billion. During the same quarter in the prior year, the company earned $1.10 earnings per share. Lamb Weston’s revenue was up 2.9% compared to the same quarter last year. Sell-side analysts forecast that Lamb Weston will post 3.1 earnings per share for the current fiscal year.

Insider Activity at Lamb Weston

In other news, insider Jan Eli B. Craps acquired 50,000 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was acquired at an average price of $48.65 per share, with a total value of $2,432,500.00. Following the completion of the transaction, the insider directly owned 300,000 shares in the company, valued at approximately $14,595,000. This represents a 20.00% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.29% of the stock is currently owned by company insiders.

Institutional Trading of Lamb Weston

Several hedge funds and other institutional investors have recently bought and sold shares of LW. AlphaQuest LLC raised its holdings in Lamb Weston by 115.5% in the 3rd quarter. AlphaQuest LLC now owns 446 shares of the specialty retailer’s stock valued at $26,000 after acquiring an additional 239 shares during the last quarter. Quent Capital LLC purchased a new position in shares of Lamb Weston during the 3rd quarter worth $29,000. Motco acquired a new stake in shares of Lamb Weston during the third quarter worth $30,000. Blue Trust Inc. boosted its holdings in shares of Lamb Weston by 333.3% during the third quarter. Blue Trust Inc. now owns 637 shares of the specialty retailer’s stock worth $37,000 after purchasing an additional 490 shares during the last quarter. Finally, MCF Advisors LLC grew its position in shares of Lamb Weston by 44.2% in the fourth quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 199 shares during the period. 89.56% of the stock is owned by hedge funds and other institutional investors.

Lamb Weston News Summary

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

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.