Q4 EPS Estimates for Lamb Weston Reduced by Zacks Research

Lamb Weston Holdings, Inc. (NYSE:LW) – Equities research analysts at Zacks Research lowered their Q4 2026 earnings per share (EPS) estimates for shares of Lamb Weston in a report released on Thursday, January 2nd. Zacks Research analyst R. Department now expects that the specialty retailer will post earnings of $1.03 per share for the quarter, down from their prior 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.

Several other research analysts also recently weighed in on the company. Bank of America increased their price target on Lamb Weston from $68.00 to $80.00 and gave the stock a “neutral” rating in a research note on Monday, October 21st. Citigroup downgraded shares of Lamb Weston from a “buy” rating to a “neutral” rating and reduced their target price for the stock from $90.00 to $68.00 in a research note on Friday, December 20th. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Lamb Weston in a research note on Thursday, December 12th. They set a “hold” rating and a $81.00 price target on the stock. TD Cowen boosted their target price on shares of Lamb Weston from $61.00 to $65.00 and gave the company a “hold” rating in a report on Tuesday, September 24th. Finally, JPMorgan Chase & Co. increased their target price on Lamb Weston from $68.00 to $78.00 and gave the stock a “neutral” rating in a research report on Monday, December 16th. Eight equities research analysts have rated the stock with a hold rating and five have assigned a buy rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $81.00.

Lamb Weston Price Performance

Lamb Weston stock opened at $61.79 on Monday. The company has a current ratio of 1.19, a quick ratio of 0.54 and a debt-to-equity ratio of 1.87. The business’s 50 day simple moving average is $74.26 and its 200 day simple moving average is $70.64. Lamb Weston has a 12 month low of $52.99 and a 12 month high of $110.61. The company has a market cap of $8.81 billion, a price-to-earnings ratio of 14.50, a PEG ratio of 1.42 and a beta of 0.73.

Lamb Weston (NYSE:LW) last announced its quarterly earnings data on Thursday, December 19th. The specialty retailer reported $0.66 EPS for the quarter, missing the consensus estimate of $1.01 by ($0.35). Lamb Weston had a return on equity of 34.33% and a net margin of 9.57%. The company had revenue of $1.60 billion during the quarter, compared to the consensus estimate of $1.67 billion. During the same period in the prior year, the firm posted $1.45 EPS. The business’s revenue was down 7.5% on a year-over-year basis.

Lamb Weston Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, February 28th. Stockholders of record on Friday, January 31st will be given a dividend of $0.37 per share. This represents a $1.48 dividend on an annualized basis and a dividend yield of 2.40%. The ex-dividend date is Friday, January 31st. This is an increase from Lamb Weston’s previous quarterly dividend of $0.36. Lamb Weston’s dividend payout ratio (DPR) is 58.50%.

Insider Transactions at Lamb Weston

In other news, Director Charles A. Blixt purchased 1,200 shares of the company’s stock in a transaction on Monday, December 23rd. The stock was purchased at an average price of $63.25 per share, with a total value of $75,900.00. Following the completion of the purchase, the director now directly owns 22,982 shares in the company, valued at approximately $1,453,611.50. This trade represents a 5.51 % increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 0.72% of the stock is owned by insiders.

Institutional Investors Weigh In On Lamb Weston

Institutional investors have recently made changes to their positions in the business. City State Bank lifted its position in Lamb Weston by 56.2% in the third quarter. City State Bank now owns 417 shares of the specialty retailer’s stock valued at $27,000 after purchasing an additional 150 shares during the last quarter. Kornitzer Capital Management Inc. KS boosted its position in Lamb Weston by 0.8% during the 3rd quarter. Kornitzer Capital Management Inc. KS now owns 18,756 shares of the specialty retailer’s stock valued at $1,214,000 after buying an additional 156 shares during the period. Bridges Investment Management Inc. grew its holdings in Lamb Weston by 2.8% in the 3rd quarter. Bridges Investment Management Inc. now owns 6,648 shares of the specialty retailer’s stock worth $430,000 after acquiring an additional 181 shares during the last quarter. Coldstream Capital Management Inc. raised its stake in shares of Lamb Weston by 5.4% during the third quarter. Coldstream Capital Management Inc. now owns 3,649 shares of the specialty retailer’s stock valued at $241,000 after acquiring an additional 186 shares during the last quarter. Finally, Fulton Bank N.A. grew its stake in shares of Lamb Weston by 4.6% in the third quarter. Fulton Bank N.A. now owns 4,592 shares of the specialty retailer’s stock worth $297,000 after purchasing an additional 201 shares during the last quarter. Hedge funds and other institutional investors own 89.56% of the company’s stock.

About Lamb Weston

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.