Sanford C. Bernstein Cuts Lamb Weston (NYSE:LW) Price Target to $46.00

Lamb Weston (NYSE:LW) had its price objective decreased by Sanford C. Bernstein from $65.00 to $46.00 in a research report sent to investors on Tuesday morning,MarketScreener reports.

Several other analysts have also commented on the stock. Wells Fargo & Company reduced their price target on shares of Lamb Weston from $68.00 to $54.00 and set an “overweight” rating on the stock in a research report on Tuesday. Barclays reduced their target price on Lamb Weston from $68.00 to $55.00 and set an “overweight” rating on the stock in a research report on Tuesday. Cfra Research upgraded Lamb Weston to a “hold” rating in a report on Thursday, October 2nd. Cowen restated a “hold” rating on shares of Lamb Weston in a report on Wednesday, October 1st. Finally, Jefferies Financial Group upped their target price on shares of Lamb Weston from $67.00 to $70.00 and gave the company a “buy” rating in a research report on Friday, December 12th. Three investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $54.18.

Lamb Weston Trading Up 1.4%

Shares of LW stock opened at $42.39 on Tuesday. The company has a current ratio of 1.43, a quick ratio of 0.64 and a debt-to-equity ratio of 2.08. Lamb Weston has a twelve month low of $41.41 and a twelve month high of $68.61. The company’s 50-day moving average price is $58.76 and its 200-day moving average price is $56.78. The stock has a market cap of $5.89 billion, a price-to-earnings ratio of 15.25, a PEG ratio of 6.28 and a beta of 0.44.

Lamb Weston (NYSE:LW) last issued its earnings results on Friday, December 19th. The specialty retailer reported $0.69 EPS for the quarter, topping analysts’ consensus estimates of $0.68 by $0.01. The company had revenue of $1.62 billion for the quarter, compared to the consensus estimate of $1.59 billion. Lamb Weston had a net margin of 6.06% and a return on equity of 27.71%. Lamb Weston’s quarterly revenue was up 1.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.66 earnings per share. As a group, equities analysts predict that Lamb Weston will post 3.1 earnings per share for the current year.

Lamb Weston Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 27th. Shareholders of record on Friday, January 30th will be paid a $0.38 dividend. This is a boost from Lamb Weston’s previous quarterly dividend of $0.37. This represents a $1.52 annualized dividend and a yield of 3.6%. The ex-dividend date is Friday, January 30th. Lamb Weston’s payout ratio is currently 53.24%.

Institutional Trading of Lamb Weston

A number of large investors have recently made changes to their positions in the company. American National Bank & Trust acquired a new position in Lamb Weston during the second quarter worth approximately $25,000. AlphaQuest LLC increased its holdings in shares of Lamb Weston by 115.5% in the 3rd quarter. AlphaQuest LLC now owns 446 shares of the specialty retailer’s stock valued at $26,000 after acquiring an additional 239 shares during the period. ST Germain D J Co. Inc. boosted its stake in Lamb Weston by 64.2% during the 2nd quarter. ST Germain D J Co. Inc. now owns 537 shares of the specialty retailer’s stock worth $28,000 after purchasing an additional 210 shares during the period. Quent Capital LLC acquired a new stake in Lamb Weston during the 3rd quarter worth $29,000. Finally, Motco purchased a new position in Lamb Weston during the 3rd quarter worth $30,000. 89.56% of the stock is owned by institutional investors and hedge funds.

More Lamb Weston News

Here are the key news stories impacting Lamb Weston this week:

• Positive Sentiment: Management appears to be prioritizing buybacks and dividends, which investors interpret as a sign of confidence in margins and a commitment to return cash — a potential support for EPS and valuation. Does Lamb Weston (LW) Prioritizing Buybacks and Dividends Reveal Its Evolving Margin Strategy?
• Positive Sentiment: Barclays maintains an overweight recommendation on LW, providing a notable buy‑side endorsement from a major broker that can help stabilize sentiment. Barclays maintains Lamb Weston Holdings (LW) overweight recommendation
• Positive Sentiment: High‑volume purchases of LW call options signal speculative bullish interest from traders, suggesting some participants are betting on a rebound or event‑driven upside. Stock Traders Buy High Volume of Lamb Weston Call Options (NYSE:LW)
• Neutral Sentiment: TD Cowen trimmed its price target to $55 but kept a “hold” rating, signaling a modestly less bullish view while not moving to a sell stance. TD Cowen cuts price target on Lamb Weston to $55
• Neutral Sentiment: JPMorgan lowered its price target to $50 and kept a “neutral” rating — a downgrade to the price view but not to conviction, leaving room for upside if results improve. JPMorgan adjusts price target on Lamb Weston to $50
• Neutral Sentiment: Consensus analyst rating sits at “Hold,” reflecting mixed views among brokers and limiting near‑term conviction on a clear buy case. Lamb Weston (NYSE:LW) Receives Consensus Rating of “Hold”
• Negative Sentiment: Sanford C. Bernstein cut its price target sharply to $46 (from $65), signaling a materially lower mid‑cycle valuation expectation and contributing to selling pressure. Bernstein adjusts price target on Lamb Weston to $46
• Negative Sentiment: Wells Fargo issued a pessimistic forecast for LW, adding to the negative analyst momentum and pressuring investor confidence. Wells Fargo & Company Issues Pessimistic Forecast for Lamb Weston
• Negative Sentiment: Bank of America and BNP Paribas Exane also lowered expectations/ratings, reinforcing the downshift in sell‑side sentiment that’s weighing on the stock. Bank of America has lowered expectations for Lamb Weston Lamb Weston stock rating lowered by BNP Paribas Exane
• Negative Sentiment: Commentary pieces argue LW “doesn’t look like a great deal” after the selloff, which can amplify the negative narrative among retail and value investors. Lamb Weston Doesn’t Look Like A Great Deal After The Selloff

About Lamb Weston

Lamb Weston, traded on the NYSE under the symbol LW, is a leading global processor and supplier of frozen potato products. The company’s portfolio includes a variety of potato-based items such as French fries, potato wedges, hash browns and specialty cuts tailored to the foodservice and retail grocery channels. Lamb Weston serves quick-service restaurants, full-service operators, grocery chains and food distributors, offering customized product formats, packaging solutions and seasoning options to meet evolving customer demands.

Founded in 1950 and headquartered in Eagle, Idaho, Lamb Weston has grown from a regional processor into one of the world’s largest producers of frozen potato products.