Zacks Research Forecasts Lamb Weston’s Q4 Earnings (NYSE:LW)

Lamb Weston Holdings, Inc. (NYSE:LW) – Analysts at Zacks Research lowered their Q4 2026 EPS estimates for 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 previous estimate 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 brokerages also recently commented on LW. Bank of America upped their price target on shares of Lamb Weston from $68.00 to $80.00 and gave the company a “neutral” rating in a research report on Monday, October 21st. Sanford C. Bernstein initiated coverage on shares of Lamb Weston in a research note on Tuesday, December 3rd. They issued a “market perform” rating and a $85.00 price objective on the stock. Wells Fargo & Company lifted their target price on shares of Lamb Weston from $70.00 to $77.00 and gave the company an “overweight” rating in a research note on Thursday, October 3rd. Jefferies Financial Group increased their price objective on Lamb Weston from $80.00 to $95.00 and gave the stock a “buy” rating in a report on Tuesday, December 17th. Finally, Citigroup lowered Lamb Weston from a “buy” rating to a “neutral” rating and reduced their price target for the company from $90.00 to $68.00 in a report on Friday, December 20th. Eight analysts have rated the stock with a hold rating and five have given a buy rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $81.00.

Lamb Weston Price Performance

LW stock opened at $65.53 on Monday. Lamb Weston has a one year low of $52.99 and a one year high of $111.88. The firm has a 50-day moving average of $74.86 and a two-hundred day moving average of $71.04. The firm has a market capitalization of $9.35 billion, a PE ratio of 15.38, a P/E/G ratio of 1.42 and a beta of 0.73. The company has a current ratio of 1.19, a quick ratio of 0.54 and a debt-to-equity ratio of 1.87.

Lamb Weston (NYSE:LW) last announced its earnings results on Thursday, December 19th. The specialty retailer reported $0.66 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $1.67 billion. During the same period last year, the firm earned $1.45 earnings per share. The firm’s revenue for the quarter was down 7.5% on a year-over-year basis.

Hedge Funds Weigh In On Lamb Weston

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. City State Bank boosted 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 buying an additional 150 shares in the last quarter. Northwest Investment Counselors LLC acquired a new position in shares of Lamb Weston in the 3rd quarter worth approximately $29,000. Riverview Trust Co bought a new stake in Lamb Weston during the 3rd quarter worth approximately $35,000. CVA Family Office LLC increased its holdings in Lamb Weston by 143.8% during the 3rd quarter. CVA Family Office LLC now owns 573 shares of the specialty retailer’s stock valued at $37,000 after purchasing an additional 338 shares in the last quarter. Finally, Kennebec Savings Bank bought a new position in Lamb Weston in the 3rd quarter valued at $39,000. 89.56% of the stock is owned by institutional investors.

Insider Transactions at Lamb Weston

In other news, Director Charles A. Blixt bought 1,200 shares of the business’s stock in a transaction that occurred on Monday, December 23rd. The stock was acquired at an average cost of $63.25 per share, for a total transaction of $75,900.00. Following the completion of the purchase, the director now owns 22,982 shares of the company’s stock, valued at $1,453,611.50. This trade represents a 5.51 % increase in their position. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.72% of the company’s stock.

Lamb Weston Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 28th. Shareholders of record on Friday, January 31st will be given a $0.37 dividend. This represents a $1.48 annualized dividend and a yield of 2.26%. This is a positive change from Lamb Weston’s previous quarterly dividend of $0.36. The ex-dividend date is Friday, January 31st. Lamb Weston’s dividend payout ratio (DPR) is currently 58.50%.

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.