Revisor Wealth Management LLC Makes New Investment in Lamb Weston $LW

Key Points

• Revisor Wealth Management LLC has acquired 5,787 shares of Lamb Weston, valued at approximately $297,000, during the 2nd quarter, indicating growing interest in the company among institutional investors.
• Lamb Weston recently set its FY 2026 earnings guidance and reported quarterly earnings of $0.87 per share, surpassing analysts' expectations of $0.64.
• The company announced a quarterly dividend of $0.37 per share, reflecting an annualized yield of 2.7% and a payout ratio of 58.96%.

Revisor Wealth Management LLC acquired a new position in shares of Lamb Weston (NYSE:LW - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 5,787 shares of the specialty retailer's stock, valued at approximately $297,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Romano Brothers AND Company grew its position in Lamb Weston by 1.4% during the 1st quarter. Romano Brothers AND Company now owns 15,260 shares of the specialty retailer's stock worth $813,000 after purchasing an additional 218 shares during the last quarter. Teachers Retirement System of The State of Kentucky grew its position in Lamb Weston by 2.0% during the 1st quarter. Teachers Retirement System of The State of Kentucky now owns 10,971 shares of the specialty retailer's stock worth $585,000 after purchasing an additional 219 shares during the last quarter. Concurrent Investment Advisors LLC grew its position in Lamb Weston by 4.0% during the 1st quarter. Concurrent Investment Advisors LLC now owns 5,984 shares of the specialty retailer's stock worth $319,000 after purchasing an additional 230 shares during the last quarter. CX Institutional grew its position in Lamb Weston by 28.7% during the 2nd quarter. CX Institutional now owns 1,165 shares of the specialty retailer's stock worth $60,000 after purchasing an additional 260 shares during the last quarter. Finally, Smith Thornton Advisors LLC grew its position in Lamb Weston by 6.8% during the 1st quarter. Smith Thornton Advisors LLC now owns 4,300 shares of the specialty retailer's stock worth $229,000 after purchasing an additional 275 shares during the last quarter. 89.56% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on LW. Bank of America lowered their price objective on shares of Lamb Weston from $60.00 to $56.00 and set a "neutral" rating on the stock in a research report on Wednesday, June 18th. Barclays lifted their target price on shares of Lamb Weston from $61.00 to $68.00 and gave the company an "overweight" rating in a report on Friday, July 25th. Wells Fargo & Company lifted their target price on shares of Lamb Weston from $65.00 to $66.00 and gave the company an "overweight" rating in a report on Thursday, July 24th. Finally, JPMorgan Chase & Co. assumed coverage on shares of Lamb Weston in a report on Wednesday, August 20th. They issued a "neutral" rating and a $57.00 target price on the stock. Three research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $65.33.

Lamb Weston Stock Down 2.0%

LW stock opened at $54.28 on Wednesday. The company has a market cap of $7.56 billion, a P/E ratio of 21.62, a P/E/G ratio of 2.26 and a beta of 0.49. Lamb Weston has a 52 week low of $47.87 and a 52 week high of $83.98. The company's 50-day moving average price is $55.27 and its 200 day moving average price is $53.89. The company has a current ratio of 1.38, a quick ratio of 0.68 and a debt-to-equity ratio of 2.12.

Lamb Weston (NYSE:LW - Get Free Report) last released its quarterly earnings data on Wednesday, July 23rd. The specialty retailer reported $0.87 EPS for the quarter, topping analysts' consensus estimates of $0.64 by $0.23. The firm had revenue of $1.68 billion for 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 firm's revenue was up 4.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.78 earnings per share. Lamb Weston has set its FY 2026 guidance at EPS. On average, research analysts expect that Lamb Weston will post 3.1 earnings per share for the current fiscal year.

Lamb Weston Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, August 29th. Investors of record on Friday, August 1st were issued a dividend of $0.37 per share. 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%.

Lamb Weston Company 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.

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