Bank of America Has Lowered Expectations for Lamb Weston (NYSE:LW) Stock Price

Lamb Weston (NYSE:LW) had its target price decreased by research analysts at Bank of America from $49.00 to $47.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has a “neutral” rating on the specialty retailer’s stock. Bank of America‘s price objective points to a potential upside of 19.28% from the company’s current price.

LW has been the subject of a number of other research reports. Barclays lowered their target price on Lamb Weston from $68.00 to $55.00 and set an “overweight” rating for the company in a report on Tuesday, December 23rd. BNP Paribas Exane set a $48.00 price target on Lamb Weston in a report on Monday, December 22nd. JPMorgan Chase & Co. decreased their price objective on Lamb Weston from $50.00 to $44.00 and set a “neutral” rating for the company in a research note on Tuesday, March 24th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $46.00 price objective on shares of Lamb Weston in a research report on Monday, December 29th. Finally, Zacks Research upgraded Lamb Weston from a “strong sell” rating to a “hold” rating in a research note on Tuesday, March 3rd. Three investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Lamb Weston presently has a consensus rating of “Hold” and an average target price of $48.00.

Lamb Weston Trading Up 0.1%

NYSE LW opened at $39.40 on Thursday. 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 company has a market capitalization of $5.44 billion, a price-to-earnings ratio of 18.41, a price-to-earnings-growth ratio of 5.68 and a beta of 0.49. The company’s 50-day simple moving average is $45.03 and its two-hundred day simple moving average is $51.77. Lamb Weston has a one year low of $37.62 and a one year high of $67.07.

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

Insider Activity at Lamb Weston

In other Lamb Weston news, insider Jan Eli B. Craps acquired 50,000 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was purchased at an average price of $48.65 per share, for a total transaction of $2,432,500.00. Following the acquisition, the insider owned 300,000 shares in the company, valued at approximately $14,595,000. This trade represents a 20.00% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.29% of the company’s stock.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. AlphaQuest LLC raised its stake in Lamb Weston by 115.5% in the third quarter. AlphaQuest LLC now owns 446 shares of the specialty retailer’s stock valued at $26,000 after buying an additional 239 shares during the last quarter. MCF Advisors LLC grew its stake in shares of Lamb Weston by 44.2% during the fourth quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock worth $27,000 after acquiring an additional 199 shares during the last quarter. Quent Capital LLC acquired a new position in shares of Lamb Weston during the third quarter valued at about $29,000. Motco acquired a new position in shares of Lamb Weston during the third quarter valued at about $30,000. Finally, Hantz Financial Services Inc. raised its position in shares of Lamb Weston by 380.7% in the 4th quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock valued at $30,000 after purchasing an additional 571 shares during the last quarter. 89.56% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Lamb Weston

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

• Positive Sentiment: Lamb Weston beat Q3 revenue and EPS expectations, showing revenue of $1.56B and adjusted EPS of $0.72, which underpins the argument that top-line demand remains resilient. Earnings Call Transcript
• Positive Sentiment: Management reiterated its “Focus to Win” cost‑savings program and a $250M target (management says it’s on track), which could help margin recovery and free cash flow over time. Earnings Highlights
• Positive Sentiment: Lower contracted potato input costs (North America low‑single-digit decline, Europe mid‑teens) were flagged as a potential tailwind for fiscal 2027 margins. MarketBeat Analysis
• Neutral Sentiment: Analysts’ consensus remains mixed: the street’s average rating is around “Hold” even as some firms retain overweight views — reflecting uncertainty rather than clear bullishness. Analyst Consensus
• Negative Sentiment: Several brokers trimmed price targets after the quarter (BNP Paribas Exane to $41, Barclays to $46, Stifel/Wells Fargo/BofA lowered targets), signaling reduced near‑term earnings visibility and prompting selling pressure. BNP Paribas PT Cut
• Negative Sentiment: Analysts cut their forecasts and models after the results, citing persistent margin erosion from international expansion, mix and plant utilization — the main reason the stock has been under pressure despite a beat. Benzinga Coverage

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.