Caxton Associates LLP Invests $1.68 Million in Lamb Weston $LW

Caxton Associates LLP acquired a new position in shares of Lamb Weston (NYSE:LW) in the first quarter, HoldingsChannel.com reports. The institutional investor acquired 39,735 shares of the specialty retailer’s stock, valued at approximately $1,679,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Royal Bank of Canada lifted its stake in Lamb Weston by 29.4% in the 1st quarter. Royal Bank of Canada now owns 185,038 shares of the specialty retailer’s stock valued at $9,862,000 after acquiring an additional 42,039 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Lamb Weston by 3.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 16,355 shares of the specialty retailer’s stock worth $872,000 after acquiring an additional 549 shares in the last quarter. EverSource Wealth Advisors LLC grew its stake in shares of Lamb Weston by 19.4% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 3,490 shares of the specialty retailer’s stock worth $181,000 after acquiring an additional 567 shares in the last quarter. Amundi raised its holdings in shares of Lamb Weston by 405.9% in the second quarter. Amundi now owns 256,794 shares of the specialty retailer’s stock valued at $13,548,000 after purchasing an additional 206,034 shares during the last quarter. Finally, Gamco Investors INC. ET AL raised its holdings in shares of Lamb Weston by 70.7% in the second quarter. Gamco Investors INC. ET AL now owns 18,116 shares of the specialty retailer’s stock valued at $939,000 after purchasing an additional 7,503 shares during the last quarter. Institutional investors and hedge funds own 89.56% of the company’s stock.

Lamb Weston Price Performance

NYSE:LW opened at $49.57 on Friday. The stock has a market capitalization of $6.84 billion, a PE ratio of 23.83, a P/E/G ratio of 6.58 and a beta of 0.47. Lamb Weston has a 1-year low of $37.62 and a 1-year high of $67.07. The firm has a fifty day simple moving average of $44.73 and a 200 day simple moving average of $44.25. The company has a current ratio of 1.46, a quick ratio of 0.69 and a debt-to-equity ratio of 1.99.

Lamb Weston (NYSE:LW) last posted its quarterly earnings results on Friday, July 24th. The specialty retailer reported $0.87 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.63 by $0.24. The firm had revenue of $1.77 billion for the quarter, compared to analyst estimates of $1.70 billion. Lamb Weston had a net margin of 4.61% and a return on equity of 23.77%. The company’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.87 earnings per share. Lamb Weston has set its FY 2027 guidance at 2.950-3.250 EPS. On average, research analysts expect that Lamb Weston will post 3.08 EPS for the current fiscal year.

Lamb Weston Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, September 4th. Stockholders of record on Friday, August 7th will be paid a dividend of $0.38 per share. The ex-dividend date is Friday, August 7th. This represents a $1.52 annualized dividend and a dividend yield of 3.1%. Lamb Weston’s payout ratio is currently 71.03%.

Wall Street Analyst Weigh In

Several research analysts recently commented on LW shares. Weiss Ratings restated a “sell (d+)” rating on shares of Lamb Weston in a report on Wednesday, July 8th. BNP Paribas Exane reduced their price objective on shares of Lamb Weston from $48.00 to $41.00 and set a “neutral” rating for the company in a research note on Thursday, April 2nd. Barclays raised their price objective on Lamb Weston from $46.00 to $50.00 and gave the company an “overweight” rating in a report on Tuesday. Wells Fargo & Company lifted their target price on Lamb Weston from $46.00 to $54.00 and gave the company an “overweight” rating in a research report on Wednesday, July 8th. Finally, Stifel Nicolaus dropped their target price on Lamb Weston from $50.00 to $45.00 and set a “hold” rating on the stock in a report on Thursday, April 2nd. Three research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $49.27.

Key Headlines Impacting Lamb Weston

Here are the key news stories impacting Lamb Weston this week:

• Positive Sentiment: Lamb Weston beat fiscal Q4 earnings and revenue estimates, with stronger North American volume driving the top line. Lamb Weston (LW) Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: The company issued FY 2027 guidance that implies modest growth and revenue above consensus, suggesting management confidence in the turnaround. Lamb Weston earnings report
• Neutral Sentiment: Management said higher production and cost savings are helping offset inflation and geopolitical disruptions, but those headwinds are still affecting international sales. Seeking Alpha news
• Neutral Sentiment: Analysts remain cautious despite the beat, with at least one downgrade saying the stock may be past the worst but still faces meaningful challenges. Lamb Weston: Passing The Bottom, But Challenges Remain (Downgrade)
• Negative Sentiment: International weakness, inflation, and geopolitical volatility continue to pressure margins and could limit how quickly earnings improve. Lamb Weston Posts Higher Sales on North America Growth

Lamb Weston Company Profile

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.