Barclays Lowers Lamb Weston (NYSE:LW) Price Target to $46.00

Lamb Weston (NYSE:LW) had its target price dropped by equities research analysts at Barclays from $55.00 to $46.00 in a report issued on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the specialty retailer’s stock. Barclays‘s price objective suggests a potential upside of 16.74% from the stock’s current price.

Other equities research analysts also recently issued reports about the company. Wells Fargo & Company dropped their price objective on Lamb Weston from $54.00 to $46.00 and set an “overweight” rating on the stock in a report on Thursday. Bank of America reduced their target price on Lamb Weston from $49.00 to $47.00 and set a “neutral” rating for the company in a research note on Thursday. Jefferies Financial Group lifted their price target on shares of Lamb Weston from $67.00 to $70.00 and gave the stock a “buy” rating in a research note on Friday, December 12th. Stifel Nicolaus cut their price target on shares of Lamb Weston from $50.00 to $45.00 and set a “hold” rating on the stock in a report on Thursday. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Lamb Weston in a research note on Friday, March 27th. Three analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat.com, Lamb Weston has an average rating of “Hold” and a consensus price target of $48.00.

Lamb Weston Stock Up 0.1%

Shares of Lamb Weston stock opened at $39.40 on Thursday. The business has a 50-day moving average of $45.03 and a 200-day moving average of $51.77. The company has a debt-to-equity ratio of 1.99, a current ratio of 1.46 and a quick ratio of 0.64. The company has a market capitalization of $5.44 billion, a PE ratio of 18.41, a P/E/G ratio of 5.68 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 announced its earnings results on Wednesday, April 1st. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.61 by $0.11. Lamb Weston had a return on equity of 23.77% and a net margin of 4.61%.The business had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.49 billion. During the same period in the previous year, the company earned $1.10 earnings per share. The company’s revenue for the quarter was up 2.9% compared to the same quarter last year. As a group, equities analysts forecast that Lamb Weston will post 3.1 EPS for the current fiscal year.

Insider Activity

In other news, insider Jan Eli B. Craps purchased 50,000 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The shares were acquired at an average cost of $48.65 per share, with a total value of $2,432,500.00. Following the transaction, the insider owned 300,000 shares in the company, valued at approximately $14,595,000. The trade was a 20.00% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.29% of the company’s stock.

Institutional Trading of Lamb Weston

Institutional investors have recently added to or reduced their stakes in the business. Bank of Nova Scotia lifted its position in shares of Lamb Weston by 2.0% in the 3rd quarter. Bank of Nova Scotia now owns 9,685 shares of the specialty retailer’s stock worth $563,000 after buying an additional 189 shares during the last quarter. MCF Advisors LLC boosted its holdings in shares of Lamb Weston by 44.2% in the 4th quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock valued at $27,000 after buying an additional 199 shares during the period. Banque de Luxembourg S.A. grew its position in shares of Lamb Weston by 13.6% during the 3rd quarter. Banque de Luxembourg S.A. now owns 1,772 shares of the specialty retailer’s stock valued at $103,000 after buying an additional 212 shares during the last quarter. EverSource Wealth Advisors LLC raised its stake in Lamb Weston by 6.5% during the third quarter. EverSource Wealth Advisors LLC now owns 3,718 shares of the specialty retailer’s stock worth $216,000 after acquiring an additional 228 shares during the period. Finally, Clearstead Advisors LLC raised its stake in Lamb Weston by 8.0% during the fourth quarter. Clearstead Advisors LLC now owns 3,101 shares of the specialty retailer’s stock worth $130,000 after acquiring an additional 229 shares during the period. Institutional investors own 89.56% of the company’s stock.

Lamb Weston News Summary

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.