Lamb Weston $LW Stock Position Increased by Sei Investments Co.

Key Points

• Sei Investments increased its Lamb Weston position by 128.6% in the first quarter, owning 52,226 shares valued at approximately $2.21 million. Institutional investors collectively hold 89.56% of the company’s stock.
• Lamb Weston reported quarterly EPS of $0.87, exceeding expectations of $0.63, while revenue rose 5.6% year over year to $1.77 billion. The company also announced a quarterly dividend of $0.38 per share, representing a 2.9% annualized yield.
• Analyst sentiment remains cautious, with a consensus “Hold” rating and an average price target of $53.36, despite several firms raising their targets and Wall Street Zen upgrading the stock to “Buy.”

Sei Investments Co. raised its position in shares of Lamb Weston (NYSE:LW - Free Report) by 128.6% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 52,226 shares of the specialty retailer's stock after purchasing an additional 29,384 shares during the period. Sei Investments Co.'s holdings in Lamb Weston were worth $2,207,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the company. MCF Advisors LLC raised its holdings in shares of 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 buying an additional 199 shares during the last quarter. Hantz Financial Services Inc. boosted its position in shares of Lamb Weston by 380.7% during the fourth 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 period. Transamerica Financial Advisors LLC grew its holdings in Lamb Weston by 121.1% in the 4th quarter. Transamerica Financial Advisors LLC now owns 1,130 shares of the specialty retailer's stock worth $47,000 after buying an additional 619 shares in the last quarter. Eagle Bay Advisors LLC bought a new position in Lamb Weston in the 4th quarter worth approximately $48,000. Finally, SJS Investment Consulting Inc. grew its holdings in Lamb Weston by 4,512.0% in the 1st quarter. SJS Investment Consulting Inc. now owns 1,153 shares of the specialty retailer's stock worth $49,000 after buying an additional 1,128 shares in the last quarter. Institutional investors own 89.56% of the company's stock.

Lamb Weston Stock Performance

LW opened at $52.19 on Friday. The business has a 50 day moving average price of $46.78 and a two-hundred day moving average price of $45.04. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.42 and a quick ratio of 0.74. The company has a market capitalization of $7.18 billion, a price-to-earnings ratio of 25.09, a price-to-earnings-growth ratio of 2.34 and a beta of 0.46. Lamb Weston has a 1-year low of $37.62 and a 1-year high of $67.07.

Lamb Weston (NYSE:LW - Get Free Report) last issued its quarterly earnings results on Friday, July 24th. The specialty retailer reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.63 by $0.24. Lamb Weston had a return on equity of 23.33% and a net margin of 4.39%.The company had revenue of $1.77 billion for the quarter, compared to analysts' expectations of $1.70 billion. During the same period last year, the firm earned $0.87 EPS. The firm's revenue for the quarter was up 5.6% on a year-over-year basis. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. Research analysts predict that Lamb Weston will post 3.06 EPS for the current fiscal year.

Lamb Weston Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, September 4th. Investors of record on Friday, August 7th will be issued a dividend of $0.38 per share. This represents a $1.52 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend is Friday, August 7th. Lamb Weston's payout ratio is presently 73.08%.

Analysts Set New Price Targets

Several analysts have weighed in on the company. Stephens lifted their target price on Lamb Weston from $46.00 to $55.00 and gave the company an "equal weight" rating in a research note on Tuesday, July 28th. Deutsche Bank Aktiengesellschaft reissued a "hold" rating and issued a $52.00 price target on shares of Lamb Weston in a research note on Monday, July 27th. Barclays lifted their price objective on shares of Lamb Weston from $50.00 to $56.00 and gave the company an "overweight" rating in a research note on Monday, July 27th. Sanford C. Bernstein upped their price objective on shares of Lamb Weston from $42.00 to $57.00 and gave the stock a "market perform" rating in a report on Tuesday, July 28th. Finally, Wall Street Zen upgraded shares of Lamb Weston from a "hold" rating to a "buy" rating in a research report on Saturday, August 1st. Three investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus price target of $53.36.

Key Stories Impacting Lamb Weston

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

• Positive Sentiment: Zacks Research raised its earnings outlook for Lamb Weston. The firm increased its FY2027 EPS estimate to $3.04 from $2.99, FY2028 to $3.42 from $3.37, Q4 FY2027 to $0.77 from $0.69, and Q2 FY2027 to $0.77 from $0.76. Zacks also projects FY2029 EPS of $3.78, suggesting expectations for earnings growth beyond the current fiscal year. Lamb Weston analyst estimates
• Neutral Sentiment: The estimate revisions were mixed across future quarters. Zacks reduced its forecasts for Q1 FY2027 EPS to $0.58 from $0.62, Q1 FY2028 to $0.71 from $0.74, Q2 FY2028 to $0.86 from $0.87, and Q3 FY2028 to $1.02 from $1.04. However, the higher full-year forecasts and new FY2029 estimate indicate that the overall long-term view remains constructive. The current full-year consensus EPS estimate is $3.05. Lamb Weston earnings estimates
• Negative Sentiment: An executive sold 3,820 Lamb Weston shares. The transaction was valued at approximately $203,100 at $53.18 per share and reduced the insider’s total equity holdings by 6%, including an 11% decline in the executive’s direct position. While insider sales can be made for personal or portfolio reasons, the transaction may modestly weigh on sentiment because it signals reduced personal exposure. Executive parts ways with Lamb Weston stock

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.

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