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Lamb Weston
LW

$78.62
0.13%

Market Cap: 11.4B

 

About: Lamb Weston is North America's largest and the world's second-largest producer of branded and private-label frozen potato products, both by volume and value. The company's portfolio is anchored by French fries, but it also sells sweet potato fries, tater tots, diced potatoes, mashed potatoes, hash browns, and chips. Nearly 70% of revenue comes from its home market of North America, with none of the other 100 countries the company sells into representing a significant share. McDonald's is Lamb Weston's single largest customer at 13% of fiscal 2023 sales, with no other company representing more than 10%. Lamb Weston became an independent company in 2016 when it was spun off from Conagra.

Employees: 10,300

0
Funds holding %
of 6,702 funds
0
Analysts bullish %
of 7 analysts
0
News positive %
of 289 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

13% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 91

2% more funds holding

Funds holding: 750 [Q4 2023] → 762 (+12) [Q1 2024]

0.07% less ownership

Funds ownership: 88.86% [Q4 2023] → 88.78% (-0.07%) [Q1 2024]

2% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 259

2% less capital invested

Capital invested by funds: $13.9B [Q4 2023] → $13.6B (-$272M) [Q1 2024]

13% less funds holding in top 10

Funds holding in top 10: 15 [Q4 2023] → 13 (-2) [Q1 2024]

22% less call options, than puts

Call options by funds: $138M | Put options by funds: $177M

Research analyst outlook

7 Wall Street Analysts provided 1 year price forecasts over the past 6 months

Low target
$96
22%
upside
Avg. target
$105
34%
upside
High target
$115
46%
upside

7 analyst ratings

positive
100%
neutral
0%
negative
0%
Barclays
Lauren Lieberman
22%upside
$96
Overweight
Maintained
19 Jul 2024
Citigroup
Thomas Palmer
32%upside
$104
Buy
Maintained
10 Jul 2024
Citigroup
Thomas Palmer
35%upside
$106
Buy
Maintained
8 Apr 2024
Barclays
Marc Solecitto
34%upside
$105
Overweight
Maintained
8 Apr 2024
B of A Securities
Peter Galbo
44%upside
$113
Buy
Maintained
5 Apr 2024

Financial journalist opinion

Based on 289 articles about LW published over the past 30 days