Lamb Weston (NYSE:LW) Trading Down 6.8% – Time to Sell?

Shares of Lamb Weston (NYSE:LW) traded down 6.8% on Wednesday . The stock traded as low as $41.23 and last traded at $39.38. 434,896 shares changed hands during mid-day trading, a decline of 86% from the average session volume of 3,174,989 shares. The stock had previously closed at $42.26.

Trending Headlines about Lamb Weston

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

• Positive Sentiment: Lamb Weston raised the midpoint of its fiscal?2026 net sales and EBITDA outlook and lowered expected 2026 capital expenditures — a signal of stronger near?term cash flow versus prior guidance. Business Wire: Q3 Results & Guidance
• Positive Sentiment: Quarterly EPS ($0.72) and revenue ($1.56B) topped consensus estimates, providing a near?term fundamental beat that supports valuation. Zacks: Q3 Earnings and Revenues Top Estimates
• Neutral Sentiment: Several analysts revised forecasts and positioned estimates ahead of the call; that trimmed uncertainty but didn’t deliver uniform upgrades. Watch analyst notes for follow?through. Benzinga: Analysts Revise Forecasts
• Negative Sentiment: Profitability fell sharply year?over?year (net income and operating income down materially) and margins compressed due to higher costs and pricing pressure — the core reason investors are wary despite the beat. Blockonomi: Shrinking Margins
• Negative Sentiment: Deutsche Bank cut its price target to $40 and moved to a Hold; fresh downside to Street targets and mentions of international weakness/activist pressure add selling catalysts. AmericanBankingNews: DB Lowers Price Target

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on LW shares. JPMorgan Chase & Co. cut their target price on Lamb Weston from $50.00 to $44.00 and set a “neutral” rating on the stock in a research report on Tuesday, March 24th. TD Cowen dropped their price target on Lamb Weston from $60.00 to $55.00 and set a “hold” rating on the stock in a research note on Monday, December 22nd. Weiss Ratings restated a “hold (c-)” rating on shares of Lamb Weston in a report on Friday. Wells Fargo & Company reduced their price objective on shares of Lamb Weston from $68.00 to $54.00 and set an “overweight” rating for the company in a research report on Tuesday, December 23rd. Finally, Bank of America lowered their price objective on shares of Lamb Weston from $66.00 to $53.00 and set a “neutral” rating for the company in a research note on Monday, December 22nd. Three equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Lamb Weston currently has a consensus rating of “Hold” and an average price target of $51.50.

Lamb Weston Stock Down 6.7%

The company has a current ratio of 1.43, a quick ratio of 0.64 and a debt-to-equity ratio of 2.08. The stock’s 50-day moving average price is $45.33 and its 200-day moving average price is $52.06. The company has a market cap of $5.47 billion, a P/E ratio of 14.17, a PEG ratio of 5.96 and a beta of 0.43.

Lamb Weston (NYSE:LW) last issued its earnings results on Wednesday, April 1st. The specialty retailer reported $0.72 EPS for the quarter, beating analysts’ consensus estimates of $0.63 by $0.09. Lamb Weston had a return on equity of 27.71% and a net margin of 6.06%.The business had revenue of $1.56 billion during the quarter, compared to analyst estimates of $1.49 billion. During the same period in the previous year, the company posted $1.10 EPS. The firm’s revenue was up 2.9% compared to the same quarter last year. As a group, research analysts forecast that Lamb Weston will post 3.1 EPS for the current year.

Insider Buying and Selling at Lamb Weston

In other news, insider Jan Eli B. Craps bought 50,000 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were bought at an average cost of $48.65 per share, for a total transaction of $2,432,500.00. Following the acquisition, the insider directly owned 300,000 shares in the company, valued at approximately $14,595,000. This trade represents a 20.00% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.29% of the stock is owned by insiders.

Institutional Trading of Lamb Weston

Hedge funds and other institutional investors have recently bought and sold shares of the business. Norges Bank acquired a new position in shares of Lamb Weston during the fourth quarter valued at about $125,662,000. M&T Bank Corp raised its holdings in shares of Lamb Weston by 45,177.0% in the 4th quarter. M&T Bank Corp now owns 2,835,245 shares of the specialty retailer’s stock worth $118,768,000 after acquiring an additional 2,828,983 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its position in Lamb Weston by 27.4% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 9,824,690 shares of the specialty retailer’s stock valued at $411,558,000 after acquiring an additional 2,111,874 shares in the last quarter. Ion Asset Management Ltd. bought a new position in Lamb Weston in the 2nd quarter valued at about $84,379,000. Finally, SG Americas Securities LLC boosted its stake in Lamb Weston by 2,682.3% during the 4th quarter. SG Americas Securities LLC now owns 801,708 shares of the specialty retailer’s stock valued at $33,584,000 after purchasing an additional 772,893 shares during the last quarter. Institutional investors own 89.56% of the company’s stock.

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.