Douglas Lane & Associates LLC Grows Position in Lamb Weston $LW

Douglas Lane & Associates LLC raised its stake in shares of Lamb Weston (NYSE:LW) by 19.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 1,279,345 shares of the specialty retailer’s stock after purchasing an additional 212,504 shares during the period. Douglas Lane & Associates LLC owned 0.92% of Lamb Weston worth $74,304,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in LW. Czech National Bank grew its stake in shares of Lamb Weston by 2.6% during the 3rd quarter. Czech National Bank now owns 35,394 shares of the specialty retailer’s stock valued at $2,056,000 after acquiring an additional 901 shares during the period. Oak Thistle LLC bought a new position in shares of Lamb Weston in the third quarter worth approximately $1,611,000. GAMMA Investing LLC increased its stake in shares of Lamb Weston by 47.9% in the third quarter. GAMMA Investing LLC now owns 3,623 shares of the specialty retailer’s stock worth $210,000 after purchasing an additional 1,174 shares in the last quarter. Valeo Financial Advisors LLC bought a new stake in shares of Lamb Weston during the 2nd quarter valued at $16,209,000. Finally, Osaic Holdings Inc. raised its position in shares of Lamb Weston by 77.2% during the 2nd quarter. Osaic Holdings Inc. now owns 57,590 shares of the specialty retailer’s stock valued at $2,990,000 after purchasing an additional 25,095 shares during the period. Institutional investors own 89.56% of the company’s stock.

Key Stores Impacting Lamb Weston

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

• Positive Sentiment: Company beat the top-line and EPS expectations for the quarter (net sales ~$1.62B; EPS ~$0.69) and noted volume gains and market‑share progress — evidence the business still has demand momentum. Lamb Weston (LW) Q2 Earnings and Revenues Top Estimates
• Neutral Sentiment: Management reaffirmed FY2026 revenue guidance (roughly $6.4–$6.6B) and the company provided an updated outlook in its press release — they did not raise guidance despite the beat, leaving forecasts unchanged. Lamb Weston Reports Second Quarter Fiscal 2026 Results; Reaffirms Fiscal Year 2026 Outlook
• Negative Sentiment: Investors reacted to pronounced pricing pressure: margins and EBITDA contracted, and management commentary signaled continued cost and pricing headwinds — investors feared profit durability even with sales growth. Lamb Weston Shares Sink As Pricing Pressure Weighs
• Negative Sentiment: Despite the beat and guidance reaffirmation, the tone and results were viewed as underwhelming (profitability metrics improved from year-ago levels but fell short of where investors expected), triggering a large sell-off and pushing the stock toward multi‑year lows. Why is Lamb Weston stock on track for 6-year lows even after reaffirming guidance?
• Negative Sentiment: Market reaction was amplified by high-volume selling and headlines calling the quarter underwhelming; several outlets noted the stock plunged despite the modest beat, reflecting investor focus on margins and near‑term earnings risk. Lamb Weston (NYSE:LW) Beats Q4 CY2025 Sales Expectations But Stock Drops
• Neutral Sentiment: For deeper context, read the Q2 earnings call transcript and slide deck for management remarks on pricing, cost outlook and capital allocation that guided investor reactions. Lamb Weston Q2 2026 Earnings Call Transcript

Lamb Weston Price Performance

Shares of Lamb Weston stock opened at $44.01 on Friday. The firm has a market cap of $6.13 billion, a PE ratio of 15.83, a PEG ratio of 4.03 and a beta of 0.44. The stock has a 50 day moving average of $60.51 and a 200 day moving average of $57.16. The company has a current ratio of 1.49, a quick ratio of 0.77 and a debt-to-equity ratio of 2.05. Lamb Weston has a 12 month low of $43.71 and a 12 month high of $68.61.

Lamb Weston (NYSE:LW) last issued its quarterly earnings data on Friday, December 19th. The specialty retailer reported $0.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.68 by $0.01. Lamb Weston had a return on equity of 28.08% and a net margin of 4.56%.The business had revenue of $1.62 billion for the quarter, compared to analysts’ expectations of $1.59 billion. During the same period in the prior year, the firm earned $0.66 EPS. The company’s revenue for the quarter was up 1.1% on a year-over-year basis. On average, research analysts expect that Lamb Weston will post 3.1 EPS for the current fiscal year.

Lamb Weston Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, January 30th will be given a dividend of $0.38 per share. This represents a $1.52 annualized dividend and a yield of 3.5%. This is an increase from Lamb Weston’s previous quarterly dividend of $0.37. The ex-dividend date is Friday, January 30th. Lamb Weston’s dividend payout ratio (DPR) is 70.81%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on LW shares. Jefferies Financial Group upped their target price on shares of Lamb Weston from $67.00 to $70.00 and gave the stock a “buy” rating in a report on Friday, December 12th. Zacks Research cut Lamb Weston from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 12th. Deutsche Bank Aktiengesellschaft boosted their price target on Lamb Weston from $59.00 to $61.00 and gave the stock a “hold” rating in a report on Wednesday, October 1st. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Lamb Weston in a report on Monday, December 15th. Finally, BNP Paribas Exane boosted their target price on shares of Lamb Weston from $64.00 to $66.00 and gave the stock an “outperform” rating in a report on Wednesday, October 1st. Four research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $64.89.

Lamb Weston Company 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.