Eisler Capital Management Ltd. Invests $308,000 in Lamb Weston $LW

Key Points

• Eisler Capital Management Ltd. acquired 5,793 shares of Lamb Weston, totaling about $308,000, marking the firm's entry into investment in the specialty retailer during the 1st quarter.
• Lamb Weston reported a Q1 EPS of $0.87, exceeding analysts' expectations of $0.64, with quarterly revenue increasing by 4.0% year-over-year to $1.68 billion.
• The company declared a quarterly dividend of $0.37 per share, set to be paid on August 29th, representing an annualized yield of 2.6%.

Eisler Capital Management Ltd. acquired a new position in shares of Lamb Weston (NYSE:LW - Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 5,793 shares of the specialty retailer's stock, valued at approximately $308,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Romano Brothers AND Company grew its position in shares of Lamb Weston by 1.4% in the 1st quarter. Romano Brothers AND Company now owns 15,260 shares of the specialty retailer's stock valued at $813,000 after acquiring an additional 218 shares during the period. Teachers Retirement System of The State of Kentucky grew its position in shares of Lamb Weston by 2.0% in the 1st quarter. Teachers Retirement System of The State of Kentucky now owns 10,971 shares of the specialty retailer's stock valued at $585,000 after acquiring an additional 219 shares during the period. Concurrent Investment Advisors LLC grew its position in shares of Lamb Weston by 4.0% in the 1st quarter. Concurrent Investment Advisors LLC now owns 5,984 shares of the specialty retailer's stock valued at $319,000 after acquiring an additional 230 shares during the period. Snowden Capital Advisors LLC grew its position in shares of Lamb Weston by 8.2% in the 4th quarter. Snowden Capital Advisors LLC now owns 3,393 shares of the specialty retailer's stock valued at $227,000 after acquiring an additional 256 shares during the period. Finally, Smith Thornton Advisors LLC grew its position in shares of Lamb Weston by 6.8% in the 1st quarter. Smith Thornton Advisors LLC now owns 4,300 shares of the specialty retailer's stock valued at $229,000 after acquiring an additional 275 shares during the period. 89.56% of the stock is currently owned by institutional investors and hedge funds.

Lamb Weston Stock Performance

NYSE LW traded down $0.79 during trading on Wednesday, reaching $55.76. The company's stock had a trading volume of 361,152 shares, compared to its average volume of 2,287,924. The company has a current ratio of 1.38, a quick ratio of 0.68 and a debt-to-equity ratio of 2.12. The firm has a market capitalization of $7.77 billion, a price-to-earnings ratio of 22.21, a price-to-earnings-growth ratio of 2.37 and a beta of 0.49. Lamb Weston has a 12 month low of $47.87 and a 12 month high of $83.98. The firm has a 50 day moving average price of $53.97 and a 200 day moving average price of $53.58.

Lamb Weston (NYSE:LW - Get Free Report) last posted its quarterly earnings data on Wednesday, July 23rd. The specialty retailer reported $0.87 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.64 by $0.23. The firm had revenue of $1.68 billion during the quarter, compared to the consensus estimate of $1.59 billion. Lamb Weston had a net margin of 5.54% and a return on equity of 27.99%. The business's revenue for the quarter was up 4.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.78 EPS. Lamb Weston has set its FY 2026 guidance at EPS. As a group, equities analysts anticipate that Lamb Weston will post 3.1 EPS for the current fiscal year.

Lamb Weston Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, August 29th. Shareholders of record on Friday, August 1st were issued a $0.37 dividend. The ex-dividend date of this dividend was Friday, August 1st. This represents a $1.48 dividend on an annualized basis and a yield of 2.7%. Lamb Weston's payout ratio is currently 58.96%.

Analysts Set New Price Targets

A number of brokerages have recently commented on LW. JPMorgan Chase & Co. began coverage on shares of Lamb Weston in a research report on Wednesday, August 20th. They issued a "neutral" rating and a $57.00 price objective for the company. Barclays lifted their target price on shares of Lamb Weston from $61.00 to $68.00 and gave the stock an "overweight" rating in a report on Friday, July 25th. Wall Street Zen raised shares of Lamb Weston from a "sell" rating to a "hold" rating in a report on Thursday, May 8th. Wells Fargo & Company lifted their target price on shares of Lamb Weston from $65.00 to $66.00 and gave the stock an "overweight" rating in a report on Thursday, July 24th. Finally, Bank of America reduced their target price on shares of Lamb Weston from $60.00 to $56.00 and set a "neutral" rating for the company in a report on Wednesday, June 18th. Three investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $65.30.

Lamb Weston Profile

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.