Wells Fargo & Company Issues Pessimistic Forecast for Lamb Weston (NYSE:LW) Stock Price

Lamb Weston (NYSE:LW) had its price objective reduced by Wells Fargo & Company from $54.00 to $46.00 in a research report issued on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the specialty retailer’s stock. Wells Fargo & Company‘s target price would indicate a potential upside of 16.74% from the company’s previous close.

LW has been the subject of a number of other research reports. Stifel Nicolaus dropped their price objective on shares of Lamb Weston from $63.00 to $50.00 and set a “hold” rating for the company in a report on Monday, December 22nd. Zacks Research raised shares of Lamb Weston from a “strong sell” rating to a “hold” rating in a research note on Tuesday, March 3rd. Sanford C. Bernstein reiterated a “market perform” rating and issued a $46.00 target price on shares of Lamb Weston in a report on Monday, December 29th. JPMorgan Chase & Co. dropped their price target on shares of Lamb Weston from $50.00 to $44.00 and set a “neutral” rating for the company in a research note on Tuesday, March 24th. Finally, Barclays cut their price target on shares of Lamb Weston from $68.00 to $55.00 and set an “overweight” rating for the company in a report on Tuesday, December 23rd. Three investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $48.00.

Lamb Weston Stock Performance

Shares of Lamb Weston stock opened at $39.40 on Thursday. The business’s 50 day moving average price is $45.03 and its 200 day moving average price is $51.77. The company has a market cap of $5.44 billion, a price-to-earnings ratio of 18.41, a PEG ratio of 5.68 and a beta of 0.49. The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.64 and a current ratio of 1.46. Lamb Weston has a one year low of $37.62 and a one year high of $67.07.

Lamb Weston (NYSE:LW) last issued its earnings results on Wednesday, April 1st. The specialty retailer reported $0.72 earnings per share (EPS) 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 during the quarter, compared to analysts’ expectations of $1.49 billion. During the same period in the prior year, the business earned $1.10 EPS. The firm’s quarterly revenue was up 2.9% on a year-over-year basis. On average, research analysts predict that Lamb Weston will post 3.1 EPS for the current year.

Insider Transactions at Lamb Weston

In related news, insider Jan Eli B. Craps bought 50,000 shares of the firm’s stock in a transaction on Friday, February 6th. The shares were bought 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 of the company’s stock, valued at $14,595,000. This represents a 20.00% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 0.29% of the company’s stock.

Institutional Investors Weigh In On Lamb Weston

Institutional investors and hedge funds have recently made changes to their positions in the stock. Royal Bank of Canada lifted its holdings in shares of Lamb Weston by 29.4% in the 1st quarter. Royal Bank of Canada now owns 185,038 shares of the specialty retailer’s stock worth $9,862,000 after acquiring an additional 42,039 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in Lamb Weston by 3.5% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,355 shares of the specialty retailer’s stock valued at $872,000 after purchasing an additional 549 shares during the last quarter. Franklin Resources Inc. increased its holdings in Lamb Weston by 78.8% in the 2nd quarter. Franklin Resources Inc. now owns 26,114 shares of the specialty retailer’s stock valued at $1,354,000 after purchasing an additional 11,511 shares during the last quarter. American Century Companies Inc. lifted its stake in Lamb Weston by 21.2% during the second quarter. American Century Companies Inc. now owns 158,967 shares of the specialty retailer’s stock worth $8,242,000 after purchasing an additional 27,802 shares in the last quarter. Finally, XTX Topco Ltd acquired a new position in Lamb Weston during the second quarter worth $465,000. 89.56% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about 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.