Lamb Weston
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. Roughly two thirds 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 14% of fiscal 2024 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: 10,700
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
21% more call options, than puts
Call options by funds: $311M | Put options by funds: $256M
6.55% less ownership
Funds ownership: 99.78% [Q4 2024] → 93.23% (-6.55%) [Q1 2025]
10% less funds holding
Funds holding: 692 [Q4 2024] → 621 (-71) [Q1 2025]
17% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 235
25% less capital invested
Capital invested by funds: $9.51B [Q4 2024] → $7.09B (-$2.42B) [Q1 2025]
39% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 137
56% less funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 4 (-5) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$56
2%
upside
Avg. target
$65
18%
upside
High target
$75
37%
upside
4 analyst ratings
3 positive
75%
1 neutral
25%
0 negative
0%
Barclays Andrew Lazar | 11%upside $61 | Overweight Maintained | 12 May 2025 |
Stifel Matthew Smith | 2%upside $56 | Hold Maintained | 24 Apr 2025 |
Jefferies Rob Dickerson | 37%upside $75 | Buy Maintained | 11 Apr 2025 |
Wells Fargo Marc Torrente | 20%upside $66 | Overweight Maintained | 2 Apr 2025 |
Financial journalist opinion
Based on 17 articles about LW published over the past 30 days
Neutral
GlobeNewsWire
2 days ago
LAMB WESTON ALERT: Bragar Eagel & Squire, P.C. is Investigating Lamb Weston Holdings, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
NEW YORK, June 12, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Lamb Weston Holdings, Inc. (NYSE: LW) on behalf of long-term stockholders following a class action complaint that was filed against Lamb Weston on June 13, 2024 with a Class Period from July 25, 2023, through April 3, 2024. Our investigation concerns whether the board of directors of Lamb Weston have breached their fiduciary duties to the company.
Neutral
Accesswire
2 days ago
Bronstein, Gewirtz & Grossman, LLC Is Investigating Lamb Weston Holdings, Inc. (LW) And Encourages Shareholders to Connect
NEW YORK CITY, NY / ACCESS Newswire / June 12, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.
Neutral
Business Wire
3 days ago
Lamb Weston Issues New Global Sustainability Report
EAGLE, Idaho--(BUSINESS WIRE)--With a focus on Making Fries and Making Strides, Lamb Weston Holdings, Inc. (NYSE: LW) issued its annual Global Sustainability Report today, providing updates on the company's performance against key sustainability and people initiatives during its fiscal year 2024. This is the second global report for the company, which officially integrated its operations in Europe following an acquisition in February 2023. "This report reaffirms our dedication to innovation and.
Neutral
Accesswire
4 days ago
Bronstein, Gewirtz & Grossman, LLC Initiates an Investigation into Allegations Against Lamb Weston Holdings, Inc. (LW) And Encourages Shareholders to Reach Out
NEW YORK CITY, NY / ACCESS Newswire / June 10, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.
Neutral
Accesswire
6 days ago
Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Lamb Weston Holdings, Inc. (LW) and Encourages Shareholders to Learn More About the Investigation
NEW YORK CITY, NY / ACCESS Newswire / June 8, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.
Neutral
Accesswire
1 week ago
Bronstein, Gewirtz & Grossman, LLC Encourages Lamb Weston Holdings, Inc. (LW) Stockholders to Inquire about Securities Investigation
NEW YORK CITY, NY / ACCESS Newswire / June 5, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.
Neutral
Accesswire
1 week ago
Bronstein, Gewirtz & Grossman, LLC Announces an Investigation Against Lamb Weston Holdings, Inc. (LW) and Encourages Investors to Learn More About the Investigation
NEW YORK CITY, NY / ACCESS Newswire / June 3, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.
Neutral
Business Wire
1 week ago
JANA Partners Sends Open Letter to Shareholders Reporting Overwhelming Support for Significant Board Change at Lamb Weston
NEW YORK--(BUSINESS WIRE)--JANA Partners (“JANA”), which together with its strategic and operating partners owns approximately 7% of Lamb Weston Holdings, Inc. (NYSE: LW) (“Lamb Weston” or the “Company”) and is one of the Company's largest shareholders, today sent the following open letter to the Company's shareholders. The full text of the letter is as follows: June 3, 2025 Fellow Lamb Weston Shareholders, JANA Partners (“JANA,” “we” or “us”), together with its strategic and operating partners.
Negative
Reuters
1 week ago
Activist firm Jana finds support among Lamb Weston shareholders wanting board change
Activist investor Jana Partners is lining up support for a possible boardroom battle at Lamb Weston after a survey showed roughly half of the french-fry maker's top 50 shareholders want the entire board thrown out, according to a letter seen by Reuters.
Neutral
Accesswire
1 week ago
Lamb Weston Holdings, Inc. (LW) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Shareholders to Contact the Firm to Learn More About the Investigation
NEW YORK CITY, NY / ACCESS Newswire / June 1, 2025 / Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Lamb Weston Holdings, Inc. ("Lamb Weston" or "the Company") (NYSE:LW). Investors who purchased Lamb Weston securities prior to July 25, 2023, and continue to hold to the present, are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/LW.
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