Zacks Research Estimates Lamb Weston's Q4 Earnings (NYSE:LW)

Lamb Weston Holdings, Inc. (NYSE:LW - Free Report) - Investment analysts at Zacks Research dropped their Q4 2026 earnings per share estimates for Lamb Weston in a research report issued to clients and investors on Thursday, January 2nd. Zacks Research analyst R. Department now forecasts that the specialty retailer will earn $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 have also issued reports on the company. TD Cowen boosted their target price on Lamb Weston from $61.00 to $65.00 and gave the company a "hold" rating in a research report on Tuesday, September 24th. Citigroup downgraded Lamb Weston from a "buy" rating to a "neutral" rating and decreased their target price for the stock from $90.00 to $68.00 in a research report on Friday, December 20th. Stifel Nicolaus reduced their price target on shares of Lamb Weston from $80.00 to $68.00 and set a "hold" rating on the stock in a research note on Friday, December 20th. Bank of America lifted their price objective on shares of Lamb Weston from $68.00 to $80.00 and gave the company a "neutral" rating in a report on Monday, October 21st. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on shares of Lamb Weston in a research note on Thursday, December 12th. They issued a "hold" rating and a $81.00 target price on the stock. Eight investment analysts have rated the stock with a hold rating and five have issued a buy rating to the company's stock. According to data from MarketBeat.com, Lamb Weston has an average rating of "Hold" and an average price target of $81.00.

Lamb Weston Trading Down 3.6 %

Shares of LW stock traded down $2.34 during trading hours on Monday, reaching $63.19. 3,161,297 shares of the stock were exchanged, compared to its average volume of 2,189,663. The firm has a market capitalization of $9.01 billion, a price-to-earnings ratio of 14.83, a price-to-earnings-growth ratio of 1.42 and a beta of 0.73. Lamb Weston has a 12-month low of $52.99 and a 12-month high of $110.61. The company's 50-day moving average price is $74.57 and its 200-day moving average price is $70.80. 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 - Get Free Report) last issued its quarterly 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 during the quarter, compared to the consensus estimate of $1.67 billion. During the same quarter in the prior year, the business earned $1.45 earnings per share. The firm's quarterly revenue was down 7.5% compared to the same quarter last year.

Lamb Weston Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, February 28th. Stockholders of record on Friday, January 31st will be paid a dividend of $0.37 per share. This is a positive change from Lamb Weston's previous quarterly dividend of $0.36. This represents a $1.48 annualized dividend and a dividend yield of 2.34%. The ex-dividend date of this dividend is Friday, January 31st. Lamb Weston's dividend payout ratio is presently 58.50%.

Insider Activity

In related news, Director Charles A. Blixt acquired 1,200 shares of the firm's stock in a transaction on Monday, December 23rd. The shares were acquired at an average cost of $63.25 per share, with a total value of $75,900.00. Following the completion of the acquisition, 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 document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 0.72% of the company's stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of LW. City State Bank boosted its stake in shares of Lamb Weston by 56.2% in the third quarter. City State Bank now owns 417 shares of the specialty retailer's stock worth $27,000 after acquiring an additional 150 shares during the last quarter. Northwest Investment Counselors LLC acquired a new stake in Lamb Weston during the 3rd quarter worth $29,000. Riverview Trust Co purchased a new stake in shares of Lamb Weston during the third quarter worth $35,000. CVA Family Office LLC raised its position in shares of Lamb Weston by 143.8% in the third quarter. CVA Family Office LLC now owns 573 shares of the specialty retailer's stock valued at $37,000 after buying an additional 338 shares during the last quarter. Finally, Kennebec Savings Bank purchased a new position in shares of Lamb Weston in the third quarter worth about $39,000. 89.56% of the stock is owned by hedge funds and other institutional investors.

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.