LW
Lamb Weston Holdings, Inc.
$45.38
+0.62%
$6.3B
No data for this timeframe.
Vol
Market Cap$6.3B
Cap SizeMid Cap
Analyst ConsensusHold (48%)
Inst. Holders50 funds
Inst. Value$3.2B
Inst. Activity35 buys / 15 sells
Insider Activity9B / 0S
Insider Net $$19.2M
Reddit Sentiment71° Bullish
SEC Reports5
Exchange NYSE·Sector Canned, Frozen & Preservd Fruit, Veg & Food Specialties·Inc. DE·CIK 0001679273·Prev Close $45.10
Recent Activity
Jun 4, 2026
SEC
Lamb Weston announced the closure of its manufacturing facility in Broekhuizenvorst, Netherlands, to improve operational
8-K — Impact 6/10
May 26, 2026
SEC
Lamb Weston's Chinese subsidiary entered into a new RMB 700 million (~$102.9M) term loan facility to refinance existing
8-K — Impact 4/10
May 26, 2026
short_volume
Short Volume: LW — 68.6% short (0.4M / 0.6M)
Short: 406,184 | Exempt: 1,131 | TRF Vol: 592,232 | Short Ratio: 68.6% | Off-exchange volume (dark p
May 11, 2026
Insider
Gray James D bought 5,000 shares
Chief Financial Officer @ $40.95 ($204.7K)
May 11, 2026
Insider
Gray James D was granted 15,096 shares
Chief Financial Officer
May 8, 2026
Insider
Philip Amit was granted 29,631 shares
Chief Strategy Officer
Apr 21, 2026
SEC
Lamb Weston reported Q3 FY2026 earnings with revenue of $1.56B (3% YoY growth) and adjusted EPS of $0.72, beating consen
8-K — Impact 8/10
Inst.
BlackRock, Inc. — ADD
17,640,733 shares ($745.5M)
Price Targets
$46.50
+2.5% upside
Hold
Current $45.38
Low $40.00
Median $45.50
High $65.00
12 analysts
$40.00
$65.00
Analyst Ratings
4Strong Buy
6Buy
11Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 27, 2026 | Stephens & Co. | INITIATE | Equal-Weight |
| Apr 2, 2026 | BNP Paribas | MAINTAIN | Neutral → Neutral |
| Apr 2, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Apr 2, 2026 | Stifel | MAINTAIN | Hold → Hold |
| Apr 2, 2026 | Wells Fargo | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.62 ▲ +1.1% | $0.59 — $0.70 | -29% YoY | 10 |
| Next Q | $0.62 | $0.56 — $0.70 | -16% YoY | 6 |
| Current FY | $2.81 | $2.73 — $3.28 | -16% YoY | 11 |
| Next FY | $3.00 | $2.68 — $3.84 | 7% YoY | 11 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $745.5M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $345.3M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $263.7M | — |
| Starboard Value LP | $258.4M | NEW |
| STATE STREET CORP | $193.4M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 11, 2026 | Gray James | BUY | $204.7K |
| May 11, 2026 | Gray James | A | $0.00 |
| May 8, 2026 | Philip Amit | A | $0.00 |
| May 8, 2026 | Philip Amit | A | $0.00 |
| Apr 27, 2026 | Gray James | BUY | $199.8K |
Reddit Sentiment
71°
Bullish
Bearish
Neutral
Bullish
50 institutional holders with $3.2B total value (76,686,602 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17,640,733 | $745.5M | 23.0% | ADD +47.1% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8,171,388 | $345.3M | 10.7% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 6,239,858 | $263.7M | 8.1% | — |
| 4 | Starboard Value LP | 6,114,982 | $258.4M | 8.0% | NEW |
| 5 | STATE STREET CORP | 4,575,524 | $193.4M | 6.0% | — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 2,742,208 | $115.9M | 3.6% | ADD +28.1% |
| 7 | FMR LLC | 2,246,978 | $95.0M | 2.9% | DOUBLED +251.2% |
| 8 | BROOKFIELD Corp /ON/ | 2,226,311 | $94.1M | 2.9% | — |
| 9 | LONDON CO OF VIRGINIA | 1,969,879 | $83.2M | 2.6% | — |
| 10 | MORGAN STANLEY | 1,642,417 | $69.4M | 2.1% | — |
| 11 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,559,808 | $65.9M | 2.0% | — |
| 12 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,451,954 | $61.4M | 1.9% | DOUBLED +350.9% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,451,100 | $61.3M | 1.9% | — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,198,154 | $50.6M | 1.6% | — |
| 15 | BARCLAYS PLC | 1,167,954 | $49.4M | 1.5% | — |
| 16 | JUPITER ASSET MANAGEMENT LTD | 943,326 | $39.9M | 1.2% | NEW |
| 17 | BRANDES INVESTMENT PARTNERS, LP | 942,284 | $39.8M | 1.2% | NEW |
| 18 | VANGUARD FIDUCIARY TRUST CO | 863,492 | $36.5M | 1.1% | — |
| 19 | Swedbank AB | 834,000 | $35.2M | 1.1% | — |
| 20 | BANK OF AMERICA CORP /DE/ | 807,512 | $34.1M | 1.1% | TRIM -25.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 11,995,025 | 17,640,733 | +47.1% | $745.5M | 2026-Q1 |
| Starboard Value LP | NEW | — | 6,114,982 | — | $258.4M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | ADD | 2,141,037 | 2,742,208 | +28.1% | $115.9M | 2026-Q1 |
| FMR LLC | DOUBLED | 639,855 | 2,246,978 | +251.2% | $95.0M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 322,036 | 1,451,954 | +350.9% | $61.4M | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD | NEW | — | 943,326 | — | $39.9M | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP | NEW | — | 942,284 | — | $39.8M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,079,157 | 807,512 | -25.2% | $34.1M | 2026-Q1 |
| Amundi | ADD | 459,189 | 582,358 | +26.8% | $24.6M | 2026-Q1 |
| Nuveen, LLC | ADD | 442,673 | 569,443 | +28.6% | $24.1M | 2026-Q1 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | DOUBLED | 35,459 | 496,851 | +1301.2% | $21.0M | 2026-Q1 |
| Invesco Ltd. | NEAR_EXIT | 3,230,750 | 492,356 | -84.8% | $20.8M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 136,574 | 414,218 | +203.3% | $17.5M | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 230,359 | 407,660 | +77.0% | $17.2M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 128,902 | 406,830 | +215.6% | $17.2M | 2026-Q1 |
| Alberta Investment Management Corp | ADD | 210,000 | 367,600 | +75.0% | $15.5M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 102,150 | 337,079 | +230.0% | $14.2M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 104,624 | 325,898 | +211.5% | $13.8M | 2026-Q1 |
| Legal & General Group Plc | ADD | 252,674 | 320,452 | +26.8% | $13.5M | 2026-Q1 |
| Cerity Partners LLC | DOUBLED | 20,463 | 319,074 | +1459.3% | $13.5M | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | NEW | — | 281,250 | — | $11.9M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 1,022,143 | 273,192 | -73.3% | $11.5M | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | TRIM | 439,762 | 177,794 | -59.6% | $7.5M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 44,847 | 174,006 | +288.0% | $7.4M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 59,252 | 123,483 | +108.4% | $5.2M | 2026-Q1 |
13 unique insiders with 31 transactions. Net insider value: $19.2M ($19.2M bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 11, 2026 | Gray James D | Chief Financial Officer | BUY | 5,000 | $40.95 | $204.7K |
| May 11, 2026 | Gray James D | Chief Financial Officer | AWARD | 15,096 | — | — |
| May 8, 2026 | Philip Amit | Chief Strategy Officer | AWARD | 29,631 | — | — |
| May 8, 2026 | Philip Amit | Chief Strategy Officer | AWARD | 59,801 | — | — |
| Apr 27, 2026 | Gray James D | Chief Financial Officer | BUY | 4,556 | $43.85 | $199.8K |
| Apr 15, 2026 | JANA Partners Management, LP | Director | BUY | 50,000 | $43.19 | $2.2M |
| Apr 13, 2026 | JANA Partners Management, LP | Director | BUY | 100,000 | $42.12 | $4.2M |
| Apr 11, 2026 | Schroeder Marc | PRESIDENT, INTERNATIONAL | TAX W/H | 6,084 | $42.19 | $256.7K |
| Apr 10, 2026 | Gray James D | Chief Financial Officer | AWARD | 54,985 | — | — |
| Apr 10, 2026 | Gray James D | Chief Financial Officer | AWARD | 7,644 | — | — |
| Apr 8, 2026 | JANA Partners Management, LP | Director | BUY | 100,000 | $41.41 | $4.1M |
| Apr 7, 2026 | Prestage Norman | Director | BUY | 2,500 | $41.40 | $103.5K |
| Apr 7, 2026 | JANA Partners Management, LP | Director | BUY | 136,000 | $40.89 | $5.6M |
| Apr 6, 2026 | Bensen Peter J | Director | BUY | 5,000 | $39.45 | $197.2K |
| Feb 6, 2026 | Heselton Benjamin | Chief Information Officer | AWARD | 59,801 | — | — |
| Feb 6, 2026 | Heselton Benjamin | Chief Information Officer | AWARD | 8,208 | — | — |
| Feb 6, 2026 | Crowley Michael Christopher | President, North America | AWARD | 99,668 | — | — |
| Feb 6, 2026 | Crowley Michael Christopher | President, North America | AWARD | 13,680 | — | — |
| Feb 6, 2026 | Schroeder Marc | PRESIDENT, INTERNATIONAL | AWARD | 99,668 | — | — |
| Feb 6, 2026 | Schroeder Marc | PRESIDENT, INTERNATIONAL | AWARD | 13,680 | — | — |
| Feb 6, 2026 | Smith Michael Jared | President and CEO | AWARD | 213,574 | — | — |
| Feb 6, 2026 | Smith Michael Jared | President and CEO | AWARD | 29,314 | — | — |
| Feb 6, 2026 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | AWARD | 85,430 | — | — |
| Feb 6, 2026 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | AWARD | 11,726 | — | — |
| Feb 6, 2026 | Wilks Sylvia | Chief Supply Chain Officer | AWARD | 99,668 | — | — |
| Feb 6, 2026 | Younes Steven J | CHIEF HUMAN RESOURCES OFFICER | AWARD | 99,668 | — | — |
| Feb 6, 2026 | Younes Steven J | CHIEF HUMAN RESOURCES OFFICER | AWARD | 13,680 | — | — |
| Feb 6, 2026 | Craps Jan Eli B | Executive Chair | AWARD | 128,571 | — | — |
| Feb 6, 2026 | Craps Jan Eli B | Executive Chair | BUY | 50,000 | $48.65 | $2.4M |
| Feb 6, 2026 | Craps Jan Eli B | Executive Chair | AWARD | 317,647 | — | — |
| Feb 6, 2026 | Wilks Sylvia | Chief Supply Chain Officer | AWARD | 13,680 | — | — |
5 SEC filing reports analyzed. Sentiment: 3 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 6.4/10.
BEARISH
8-K
6/10
Lamb Weston announced the closure of its manufacturing facility in Broekhuizenvorst, Netherlands, to
Jun 4, 2026
NEUTRAL
8-K
4/10
Lamb Weston's Chinese subsidiary entered into a new RMB 700 million (~$102.9M) term loan facility to
May 26, 2026
BULLISH
8-K
8/10
Lamb Weston reported Q3 FY2026 earnings with revenue of $1.56B (3% YoY growth) and adjusted EPS of $
Apr 21, 2026
BULLISH
CLUSTER
7/10
Lamb Weston saw significant insider buying over a 7-day window, led by JANA Partners Management, LP
Apr 15, 2026
BULLISH
CLUSTER
7/10
Three insiders at Lamb Weston, including two directors and a director-affiliated fund, purchased $4.
Apr 13, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (48% buy). Based on 21 analysts: 4 strong buy, 6 buy, 11 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$46.50 mean target
+2.5% upside
Hold (2.50)
$40.00 Low
$65.00 High
| Metric | Value |
|---|---|
| Current Price | $45.38 |
| Target Low | $40.00 |
| Target Mean | $46.50 |
| Target Median | $45.50 |
| Target High | $65.00 |
| # Analysts | 12 |
| Recommendation | Hold (2.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-05-31 |
$0.62 | $0.59 | $0.70 | -28.6% | +1.1% | 3↑ 5↓ | $1.7B | 0.7% | 10 |
| Next Q 2026-08-31 |
$0.62 | $0.56 | $0.70 | -16.2% | +0.3% | 2↑ 3↓ | $1.6B | -2.3% | 6 |
| Current FY 2026-05-31 |
$2.81 | $2.73 | $3.28 | -16.0% | -0.0% | 8↑ 1↓ | $6.5B | 1.2% | 11 |
| Next FY 2027-05-31 |
$3.00 | $2.68 | $3.84 | 6.8% | +0.3% | 1↑ 1↓ | $6.4B | -2.2% | 11 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.621 | |
| 7d ago | $0.615 | +0.006 |
| 30d ago | $0.615 | +0.007 |
| 60d ago | $0.618 | +0.003 |
| 90d ago | $0.643 | -0.021 |
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 27, 2026 | Stephens & Co. | INITIATE | — | Equal-Weight |
| Apr 2, 2026 | BNP Paribas | MAINTAIN | Neutral | Neutral |
| Apr 2, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 2, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Apr 2, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 2, 2026 | B of A Securities | MAINTAIN | Neutral | Neutral |
| Mar 30, 2026 | Deutsche Bank | MAINTAIN | Hold | Hold |
| Mar 24, 2026 | JP Morgan | MAINTAIN | Neutral | Neutral |
| Dec 23, 2025 | Barclays | MAINTAIN | Overweight | Overweight |
| Dec 23, 2025 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Dec 22, 2025 | Deutsche Bank | MAINTAIN | Hold | Hold |
| Dec 22, 2025 | Stifel | MAINTAIN | Hold | Hold |
| Dec 22, 2025 | B of A Securities | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 6 | 11 | 0 | 0 | 48% | |
| May 1, 2026 | 4 | 6 | 10 | 0 | 0 | 50% | |
| Apr 1, 2026 | 5 | 6 | 9 | 0 | 0 | 55% | |
| Mar 1, 2026 | 5 | 6 | 9 | 0 | 0 | 55% | |
| Feb 1, 2026 | 5 | 6 | 9 | 0 | 0 | 55% | |
| Jan 1, 2026 | 5 | 6 | 9 | 0 | 0 | 55% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
71°
Bullish
Bearish
Neutral
Bullish
3 mentions
3 bullish
0 bearish
3 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| May 11, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 21, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
May 26, 2026
short_volume
Short Volume: LW — 68.6% short (0.4M / 0.6M)
Short: 406,184 | Exempt: 1,131 | TRF Vol: 592,232 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: LW — 57.3% short (0.3M / 0.5M)
Short: 302,064 | Exempt: 614 | TRF Vol: 527,091 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: LW — 66.3% short (0.5M / 0.7M)
Short: 496,455 | Exempt: 143 | TRF Vol: 749,010 | Short Ratio: 66.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: LW — 2.4M shares, 45,008 trades
Week starting 2026-05-18. Total ATS volume: 2,390,241 shares across 45,008 trades.
May 15, 2026
short_volume
Short Volume: LW — 77.6% short (0.9M / 1.1M)
Short: 879,086 | Exempt: 899 | TRF Vol: 1,132,715 | Short Ratio: 77.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: LW — 74.0% short (0.5M / 0.7M)
Short: 502,145 | Exempt: 10 | TRF Vol: 678,286 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: LW — 55.1% short (0.3M / 0.6M)
Short: 347,228 | Exempt: 1 | TRF Vol: 630,422 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: LW — 73.7% short (0.5M / 0.6M)
Short: 455,018 | Exempt: 673 | TRF Vol: 617,300 | Short Ratio: 73.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: LW — 2.6M shares, 53,396 trades
Week starting 2026-05-11. Total ATS volume: 2,598,200 shares across 53,396 trades.
May 4, 2026
dark_pool
Dark Pool: LW — 1.5M shares, 39,119 trades
Week starting 2026-05-04. Total ATS volume: 1,511,521 shares across 39,119 trades.
May 4, 2026
short_volume
Short Volume: LW — 80.7% short (0.4M / 0.5M)
Short: 426,210 | Exempt: 558 | TRF Vol: 528,422 | Short Ratio: 80.7% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: LW — 79.1% short (0.5M / 0.7M)
Short: 519,212 | Exempt: 14 | TRF Vol: 656,514 | Short Ratio: 79.1% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: LW — 64.4% short (0.3M / 0.5M)
Short: 325,578 | Exempt: 93 | TRF Vol: 505,718 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: LW — 1.7M shares, 38,288 trades
Week starting 2026-04-27. Total ATS volume: 1,724,351 shares across 38,288 trades.
Apr 23, 2026
short_volume
Short Volume: LW — 59.2% short (0.4M / 0.6M)
Short: 365,745 | Exempt: 2,964 | TRF Vol: 617,640 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)