Lancaster Colony (LANC)

• Market cap: $4.49B
• 1 day: -15.61%
• 5 days: -15.08%
• 1 month: -6.98%
• 3 months: -3.84%
• 6 months: -12.01%
• Year to date: -5.66%
• 1 year: -14.69%
• 5 years: 20.91%
• 10 years: 81.55%
• Sector: Consumer Staples
• Industry: Packaged Foods

About: Lancaster Colony Corp is a manufacturer and marketer of speciality food products. The company's segments include Retail and Foodservice. The key products and brands are salad dressing and sauces (Cardini's, Girard's, Marzetti), frozen garlic breads (New York Brand Bakery, Mamma Bella), vegetable dips and fruit dips (Marzetti), frozen parkerhouse-style yeast rolls and dinner rolls (Sister Schubert's, Mary B's), premium dry egg noodles (Amish Kitchen), frozen speciality noodles (Reames, Aunt Vi's), croutons and salad toppings, flatbread wraps, and pizza crusts.

Employees: 3,400

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

95% more call options, than puts

Call options by funds: $7.34M | Put options by funds: $3.76M

37% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 103

8% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 38

0% less funds holding

Funds holding: 334 [Q3] → 333 (-1) [Q4]

0.57% less ownership

Funds ownership: 61.64% [Q3] → 61.07% (-0.57%) [Q4]

3% less capital invested

Capital invested by funds: $3B [Q3] → $2.91B (-$85.9M) [Q4]

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $200 23% upside
• Avg. target: $204 25% upside
• High target: $207 27% upside

2 analyst ratings

• positive: 0 0%
• neutral: 2 100%
• negative: 0 0%

DA Davidson Brian Holland 27% 1-year accuracy 3 / 11 met price target	27% upside $207	Neutral Maintained	10 Feb 2025
Stephens & Co. Jim Salera 31% 1-year accuracy 16 / 52 met price target	23% upside $200	Equal-Weight Maintained	5 Feb 2025