Lamb Weston (NYSE:LW) Director Buys $2,159,500.00 in Stock

April 16, 2026 by InsiderTrades.com

Key Points

Jana Partners purchased 50,000 Lamb Weston shares on April 15 at $43.19 ($2.16M), increasing its holding to 5,398,980 shares (a 0.93% position increase), and the firm made three other April buys — bringing total April purchases to 386,000 shares across four trades.
Lamb Weston beat Q1 expectations with EPS $0.72 vs. $0.61 and revenue $1.56B, and announced a quarterly dividend of $0.38 (annual $1.52) yielding about 3.5% with an ex-dividend date of May 8.
Analysts have lowered price targets recently and the consensus rating is a Hold with an average target of $48, while the stock sits below its 200‑day average and has a 52‑week range of $37.62–$67.07.

Lamb Weston (NYSE:LW - Get Free Report) Director Jana Partners Management, Lp acquired 50,000 shares of the stock in a transaction dated Wednesday, April 15th. The shares were bought at an average cost of $43.19 per share, with a total value of $2,159,500.00. Following the completion of the transaction, the director owned 5,398,980 shares of the company's stock, valued at approximately $233,181,946.20. This represents a 0.93% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

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Jana Partners Management, Lp also recently made the following trade(s):

On Monday, April 13th, Jana Partners Management, Lp bought 100,000 shares of Lamb Weston stock. The shares were acquired at an average price of $42.12 per share, with a total value of $4,212,000.00.
On Wednesday, April 8th, Jana Partners Management, Lp bought 100,000 shares of Lamb Weston stock. The shares were acquired at an average price of $41.41 per share, with a total value of $4,141,000.00.
On Tuesday, April 7th, Jana Partners Management, Lp bought 136,000 shares of Lamb Weston stock. The shares were acquired at an average price of $40.89 per share, with a total value of $5,561,040.00.

Lamb Weston Price Performance

LW stock opened at $43.25 on Thursday. The business has a 50 day moving average price of $44.44 and a 200 day moving average price of $51.00. The stock has a market cap of $5.97 billion, a price-to-earnings ratio of 20.21, a PEG ratio of 6.34 and a beta of 0.49. Lamb Weston has a fifty-two week low of $37.62 and a fifty-two week high of $67.07. The company has a quick ratio of 0.69, a current ratio of 1.46 and a debt-to-equity ratio of 1.99.

Frozen Out: Lamb Weston Beats Earnings, but the Stock Still Slides

Lamb Weston (NYSE:LW - Get Free Report) last posted its earnings results on Wednesday, April 1st. The specialty retailer reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.61 by $0.11. The firm had revenue of $1.56 billion during the quarter, compared to analysts' expectations of $1.49 billion. Lamb Weston had a return on equity of 23.77% and a net margin of 4.61%.The firm's revenue was up 2.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.10 earnings per share. Equities research analysts anticipate that Lamb Weston will post 3.1 earnings per share for the current fiscal year.

Lamb Weston Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, June 5th. Investors of record on Friday, May 8th will be paid a dividend of $0.38 per share. The ex-dividend date is Friday, May 8th. This represents a $1.52 annualized dividend and a yield of 3.5%. Lamb Weston's payout ratio is presently 71.03%.

Institutional Investors Weigh In On Lamb Weston

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Institutional investors and hedge funds have recently added to or reduced their stakes in the company. AlphaQuest LLC lifted its stake in Lamb Weston by 115.5% in the third quarter. AlphaQuest LLC now owns 446 shares of the specialty retailer's stock valued at $26,000 after buying an additional 239 shares during the last quarter. Quent Capital LLC purchased a new stake in Lamb Weston in the third quarter valued at approximately $29,000. Motco purchased a new stake in Lamb Weston in the third quarter valued at approximately $30,000. Blue Trust Inc. lifted its stake in Lamb Weston by 333.3% in the third quarter. Blue Trust Inc. now owns 637 shares of the specialty retailer's stock valued at $37,000 after buying an additional 490 shares during the last quarter. Finally, MCF Advisors LLC lifted its stake in Lamb Weston by 44.2% in 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. Hedge funds and other institutional investors own 89.56% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on LW. Wells Fargo & Company decreased their target price on Lamb Weston from $54.00 to $46.00 and set an "overweight" rating for the company in a research note on Thursday, April 2nd. BNP Paribas Exane decreased their target price on Lamb Weston from $48.00 to $41.00 and set a "neutral" rating for the company in a research note on Thursday, April 2nd. Weiss Ratings cut Lamb Weston from a "hold (c-)" rating to a "sell (d+)" rating in a research note on Friday, April 10th. Bank of America decreased their target price on Lamb Weston from $49.00 to $47.00 and set a "neutral" rating for the company in a research note on Thursday, April 2nd. Finally, Sanford C. Bernstein reiterated a "market perform" rating and issued a $46.00 price objective on shares of Lamb Weston in a research note on Monday, December 29th. Three equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Hold" and an average target price of $48.00.

View Our Latest Report on Lamb Weston

Lamb Weston Company Profile

(Get Free Report)

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.