Stifel Nicolaus Cuts Lamb Weston (NYSE:LW) Price Target to $45.00

Lamb Weston (NYSE:LW) had its target price reduced by Stifel Nicolaus from $50.00 to $45.00 in a report published on Thursday,Benzinga reports. They currently have a hold rating on the specialty retailer’s stock.

Several other equities research analysts also recently issued reports on the company. Wells Fargo & Company dropped their price objective on Lamb Weston from $54.00 to $46.00 and set an “overweight” rating on the stock in a report on Thursday. Sanford C. Bernstein reiterated a “market perform” rating and set a $46.00 target price on shares of Lamb Weston in a research note on Monday, December 29th. Weiss Ratings reissued a “hold (c-)” rating on shares of Lamb Weston in a research report on Friday, March 27th. Barclays cut their price target on shares of Lamb Weston from $68.00 to $55.00 and set an “overweight” rating on the stock in a report on Tuesday, December 23rd. Finally, Jefferies Financial Group increased their price objective on shares of Lamb Weston from $67.00 to $70.00 and gave the company a “buy” rating in a research note on Friday, December 12th. Three research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Lamb Weston has a consensus rating of “Hold” and a consensus price target of $48.00.

Lamb Weston Stock Performance

NYSE:LW opened at $39.40 on Thursday. The firm has a 50-day moving average of $45.03 and a two-hundred day moving average of $51.72. The company has a debt-to-equity ratio of 1.99, a current ratio of 1.46 and a quick ratio of 0.64. The stock has a market cap of $5.47 billion, a P/E ratio of 18.41, a PEG ratio of 5.68 and a beta of 0.49. Lamb Weston has a 1-year low of $37.62 and a 1-year high of $67.07.

Lamb Weston (NYSE:LW) last announced its 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. Lamb Weston had a return on equity of 23.77% and a net margin of 4.61%.The business had revenue of $1.56 billion for the quarter, compared to analyst estimates of $1.49 billion. During the same period in the previous year, the company earned $1.10 earnings per share. The company’s revenue for the quarter was up 2.9% compared to the same quarter last year. On average, research analysts expect that Lamb Weston will post 3.1 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, insider Jan Eli B. Craps bought 50,000 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was bought at an average price of $48.65 per share, for a total transaction of $2,432,500.00. Following the transaction, the insider owned 300,000 shares in the company, valued at $14,595,000. The trade was a 20.00% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this link. 0.29% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Lamb Weston

Institutional investors and hedge funds have recently made changes to their positions in the company. AlphaQuest LLC lifted its stake in Lamb Weston by 115.5% during the third quarter. AlphaQuest LLC now owns 446 shares of the specialty retailer’s stock worth $26,000 after purchasing an additional 239 shares during the last quarter. MCF Advisors LLC increased its stake in Lamb Weston by 44.2% during 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. Quent Capital LLC bought a new stake in Lamb Weston during the third quarter valued at $29,000. Motco acquired a new stake in shares of Lamb Weston during the third quarter worth $30,000. Finally, Hantz Financial Services Inc. lifted its position in shares of Lamb Weston by 380.7% in the 4th quarter. Hantz Financial Services Inc. now owns 721 shares of the specialty retailer’s stock worth $30,000 after buying an additional 571 shares during the last quarter. 89.56% of the stock is owned by institutional investors and hedge funds.

Lamb Weston News Summary

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

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.