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 7,312 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
6.36% less ownership
Funds ownership: 99.78% [Q4 2024] → 93.41% (-6.36%) [Q1 2025]
10% less funds holding
Funds holding: 692 [Q4 2024] → 622 (-70) [Q1 2025]
17% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 235
25% less capital invested
Capital invested by funds: $9.51B [Q4 2024] → $7.1B (-$2.41B) [Q1 2025]
39% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 138
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
9%
upside
Avg. target
$60
16%
upside
High target
$65
27%
upside
4 analyst ratings
2 positive
50%
2 neutral
50%
0 negative
0%
Wells Fargo Marc Torrente | 27%upside $65 | Overweight Maintained | 9 Jul 2025 |
B of A Securities Peter Galbo | 9%upside $56 | Neutral Maintained | 18 Jun 2025 |
Barclays Andrew Lazar | 19%upside $61 | Overweight Maintained | 12 May 2025 |
Stifel Matthew Smith | 9%upside $56 | Hold Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 12 articles about LW published over the past 30 days
Positive
Seeking Alpha
15 hours ago
Lamb Weston: This Could Be The Next Food Stock Takeover Target
Lamb Weston Holdings, Inc. appears undervalued, trading at 16x 2025 earnings, with improving profit estimates and a defensive business model in the food sector. Operational turnaround initiatives and cost savings could significantly boost profitability, while activist investor Jana Partners increases buyout potential. Share buybacks and a dividend yield of nearly 3% offer shareholder value, especially if interest rates decline.
Neutral
GlobeNewsWire
3 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, July 08, 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.
Positive
Market Watch
4 days ago
17 bargain dividend stocks that are primed for growth — consider this before you buy
Companies passing the screen for low valuations, rapid dividend growth and business-expansion prospects include PepsiCo and Occidental Petroleum.
Neutral
Business Wire
1 week ago
Lamb Weston to Announce Fiscal Year 2025 Fourth Quarter and Full Year Financial Results on July 23, 2025
EAGLE, Ind.--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today it will report fiscal 2025 fourth quarter and full year financial results on July 23, 2025. The news release will be issued at approximately 8:00 a.m. ET, followed by a conference call at 10:00 a.m. ET. The webcast and accompanying materials will be available on Lamb Weston's Investor Relations page at https://investors.lambweston.com/events-and-presentations. Alternatively, participants in the U.S. and Canada m.
Negative
Investopedia
1 week ago
Here's Why This Fry Supplier's Stock Fell Monday
Lamb Weston shares were among the S&P 500's worst performers to start the week as investors learned that the activist investors pushing for change at the fry company may have delivered less than hoped for.
Neutral
Business Wire
1 week ago
Lamb Weston to Appoint Six New Independent Directors to Its Board
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) (“Lamb Weston”) today announced that it has entered into a cooperation agreement (the “Agreement”) with JANA Partners Management, L.P. (“JANA”) and Continental Grain Company (“Continental Grain”). As part of the Agreement, Lamb Weston has agreed to appoint Bradley Alford, Ruth Kimmelshue, Timothy McLevish and Scott Ostfeld to its Board of Directors (the “Board”). In addition, Lawrence Kurzius and Paul Maass, who were mutually.
Positive
Zacks Investment Research
2 weeks ago
NOMD vs. LW: Which Frozen Food Stock is Poised to Lead the Market?
NOMD stands out as the stronger frozen food investment, thanks to its health-focused brands, steady earnings and stock outperformance.
Positive
Seeking Alpha
3 weeks ago
Lamb Weston: Positioned For A Comeback As Volumes Recover And Cost Initiatives Gain Traction
Lamb Weston is poised for revenue recovery as volume momentum builds, new customer wins grow, and innovation gains traction despite near-term QSR headwinds. Margins should benefit from easing raw potato costs, ongoing SG&A reductions, and operational leverage as sales recover beyond FY25. The stock trades at a significant discount to historical averages, with improving fundamentals supporting a buy rating and potential for upward re-rating.
Neutral
Accesswire
3 weeks ago
Bronstein, Gewirtz & Grossman, LLC Is Investigating Lamb Weston Holdings, Inc. (LW) And Encourages Stockholders to Connect
NEW YORK, NY / ACCESS Newswire / June 17, 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
3 weeks ago
Bronstein, Gewirtz & Grossman, LLC Encourages Lamb Weston Holdings, Inc. (LW) Shareholders to Inquire about Securities Investigation
NEW YORK CITY, NY / ACCESS Newswire / June 15, 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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