Bank of America Cuts Lamb Weston (NYSE:LW) Price Target to $47.00

Lamb Weston (NYSE:LW) had its price target reduced by Bank of America from $49.00 to $47.00 in a research note published on Thursday,Benzinga reports. They currently have a neutral rating on the specialty retailer’s stock.

Other research analysts also recently issued reports about the company. Zacks Research upgraded Lamb Weston from a “strong sell” rating to a “hold” rating in a research note on Tuesday, March 3rd. Weiss Ratings restated a “hold (c-)” rating on shares of Lamb Weston in a research note on Friday, March 27th. BNP Paribas Exane set a $48.00 price target on Lamb Weston in a report on Monday, December 22nd. Stifel Nicolaus lowered their price objective on shares of Lamb Weston from $63.00 to $50.00 and set a “hold” rating on the stock in a research report on Monday, December 22nd. Finally, TD Cowen dropped their price objective on shares of Lamb Weston from $60.00 to $55.00 and set a “hold” rating on the stock in a research note on Monday, December 22nd. Three analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat.com, Lamb Weston presently has a consensus rating of “Hold” and a consensus target price of $48.00.

Lamb Weston Price Performance

Shares of NYSE:LW opened at $39.40 on Thursday. Lamb Weston has a one year low of $37.62 and a one year high of $67.07. The stock has a market capitalization of $5.47 billion, a price-to-earnings ratio of 18.41, a PEG ratio of 5.68 and a beta of 0.49. The company has a 50-day simple moving average of $45.03 and a 200-day simple moving average of $51.72. The company has a debt-to-equity ratio of 1.99, a quick ratio of 0.64 and a current ratio of 1.46.

Lamb Weston (NYSE:LW) last released its quarterly earnings results on Wednesday, April 1st. The specialty retailer reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.61 by $0.11. The firm had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.49 billion. Lamb Weston had a return on equity of 23.77% and a net margin of 4.61%.The business’s revenue was up 2.9% on a year-over-year basis. During the same quarter last year, the company posted $1.10 earnings per share. On average, analysts predict that Lamb Weston will post 3.1 EPS for the current year.

Insider Buying and Selling at Lamb Weston

In related news, insider Jan Eli B. Craps purchased 50,000 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was acquired at an average price of $48.65 per share, for a total transaction of $2,432,500.00. Following the acquisition, the insider directly owned 300,000 shares of the company’s stock, valued at $14,595,000. This trade represents a 20.00% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.29% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. AlphaQuest LLC lifted its position in shares of Lamb Weston by 115.5% during 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. Quent Capital LLC acquired a new position in Lamb Weston during the third quarter worth $29,000. Motco purchased a new stake in Lamb Weston during the third quarter worth $30,000. Blue Trust Inc. boosted its position in Lamb Weston by 333.3% during the third quarter. Blue Trust Inc. now owns 637 shares of the specialty retailer’s stock worth $37,000 after purchasing an additional 490 shares in the last quarter. Finally, MCF Advisors LLC grew its holdings in Lamb Weston by 44.2% in the fourth quarter. MCF Advisors LLC now owns 649 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 199 shares during the last quarter. 89.56% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Lamb Weston

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

• Positive Sentiment: Lamb Weston beat Q3 revenue and EPS expectations, showing revenue of $1.56B and adjusted EPS of $0.72, which underpins the argument that top-line demand remains resilient. Earnings Call Transcript
• Positive Sentiment: Management reiterated its “Focus to Win” cost‑savings program and a $250M target (management says it’s on track), which could help margin recovery and free cash flow over time. Earnings Highlights
• Positive Sentiment: Lower contracted potato input costs (North America low‑single-digit decline, Europe mid‑teens) were flagged as a potential tailwind for fiscal 2027 margins. MarketBeat Analysis
• Neutral Sentiment: Analysts’ consensus remains mixed: the street’s average rating is around “Hold” even as some firms retain overweight views — reflecting uncertainty rather than clear bullishness. Analyst Consensus
• Negative Sentiment: Several brokers trimmed price targets after the quarter (BNP Paribas Exane to $41, Barclays to $46, Stifel/Wells Fargo/BofA lowered targets), signaling reduced near‑term earnings visibility and prompting selling pressure. BNP Paribas PT Cut
• Negative Sentiment: Analysts cut their forecasts and models after the results, citing persistent margin erosion from international expansion, mix and plant utilization — the main reason the stock has been under pressure despite a beat. Benzinga Coverage

Lamb Weston Company Profile

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.