Lamb Weston Holdings, Inc. (NYSE:LW - Free Report) - Analysts at Zacks Research decreased their Q4 2026 EPS estimates for Lamb Weston in a research note issued to investors on Thursday, January 2nd. Zacks Research analyst R. Department now anticipates that the specialty retailer will earn $1.03 per share for the quarter, down from their previous forecast of $1.16. The consensus estimate for Lamb Weston's current full-year earnings is $4.26 per share. Zacks Research also issued estimates for Lamb Weston's Q1 2027 earnings at $1.18 EPS.
Lamb Weston (NYSE:LW - Get Free Report) last announced its quarterly earnings results on Thursday, December 19th. The specialty retailer reported $0.66 earnings per share for the quarter, missing analysts' consensus estimates of $1.01 by ($0.35). The business had revenue of $1.60 billion for the quarter, compared to analysts' expectations of $1.67 billion. Lamb Weston had a return on equity of 34.33% and a net margin of 9.57%. The firm's revenue for the quarter was down 7.5% on a year-over-year basis. During the same period last year, the company posted $1.45 earnings per share.
Several other analysts also recently issued reports on the stock. Barclays lowered their price objective on shares of Lamb Weston from $87.00 to $69.00 and set an "overweight" rating for the company in a research report on Monday, December 23rd. Sanford C. Bernstein assumed coverage on shares of Lamb Weston in a report on Tuesday, December 3rd. They issued a "market perform" rating and a $85.00 price objective on the stock. Jefferies Financial Group lifted their target price on Lamb Weston from $80.00 to $95.00 and gave the stock a "buy" rating in a research report on Tuesday, December 17th. TD Cowen increased their price target on Lamb Weston from $61.00 to $65.00 and gave the company a "hold" rating in a report on Tuesday, September 24th. Finally, Stifel Nicolaus dropped their price objective on Lamb Weston from $80.00 to $68.00 and set a "hold" rating on the stock in a report on Friday, December 20th. Eight equities research analysts have rated the stock with a hold rating and five have given a buy rating to the stock. According to data from MarketBeat.com, Lamb Weston currently has a consensus rating of "Hold" and an average target price of $81.00.
View Our Latest Report on Lamb Weston
LW stock opened at $65.53 on Monday. The firm has a market cap of $9.35 billion, a P/E ratio of 15.38, a price-to-earnings-growth ratio of 1.42 and a beta of 0.73. The company has a debt-to-equity ratio of 1.87, a quick ratio of 0.54 and a current ratio of 1.19. Lamb Weston has a 1 year low of $52.99 and a 1 year high of $111.88. The stock has a 50-day simple moving average of $74.86 and a 200-day simple moving average of $71.04.
The firm also recently announced a quarterly dividend, which will be paid on Friday, February 28th. Shareholders of record on Friday, January 31st will be issued a $0.37 dividend. The ex-dividend date is Friday, January 31st. This represents a $1.48 dividend on an annualized basis and a yield of 2.26%. This is a boost from Lamb Weston's previous quarterly dividend of $0.36. Lamb Weston's dividend payout ratio (DPR) is currently 58.50%.
In other Lamb Weston news, Director Charles A. Blixt acquired 1,200 shares of the firm's stock in a transaction that occurred on Monday, December 23rd. The stock was acquired at an average cost of $63.25 per share, with a total value of $75,900.00. Following the acquisition, the director now directly owns 22,982 shares of the company's stock, valued at $1,453,611.50. This represents a 5.51 % increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 0.72% of the company's stock.
A number of institutional investors have recently added to or reduced their stakes in the business. Nicola Wealth Management LTD. bought a new stake in shares of Lamb Weston during the third quarter valued at about $6,474,000. Susquehanna Fundamental Investments LLC acquired a new stake in shares of Lamb Weston in the 2nd quarter worth approximately $3,279,000. Clarkston Capital Partners LLC boosted its holdings in shares of Lamb Weston by 108.7% in the third quarter. Clarkston Capital Partners LLC now owns 3,107,929 shares of the specialty retailer's stock valued at $201,207,000 after acquiring an additional 1,618,570 shares in the last quarter. Citigroup Inc. increased its stake in shares of Lamb Weston by 39.3% during the third quarter. Citigroup Inc. now owns 156,242 shares of the specialty retailer's stock valued at $10,115,000 after acquiring an additional 44,057 shares during the period. Finally, First Financial Bankshares Inc bought a new stake in Lamb Weston during the third quarter worth approximately $6,506,000. Institutional investors and hedge funds own 89.56% of the company's stock.
Lamb Weston Holdings, Inc produces, distributes, and markets frozen potato products worldwide. The company operates through four segments: Global, Foodservice, Retail, and Other. It offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels.
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