BlackRock (LW) holds 11.8% of Lamb Weston, 16.35M shares reported
BlackRock, Inc. has filed an amended Schedule 13G/A, reporting a beneficial ownership of 16,348,630 shares of Lamb Weston Holdings Inc. common stock, which represents 11.8% of the class as of March 31, 2026. The filing indicates that BlackRock's reporting business units hold significant voting and dispositive authority over these shares, and also notes that the iShares Core S&P Small-Cap ETF has an interest greater than five percent. This disclosure provides insights into institutional ownership and control without signaling any specific corporate actions or transactions.
Lamb Weston earnings dip in Q3
Lamb Weston Holdings Inc. reported a significant dip in Q3 net income and adjusted EBITDA due to a pretax charge related to excess raw potatoes and lower-than-planned sales in its International segment. Despite the earnings decline, the company's "focus to win" strategy, implemented in July 2025, has shown progress in North America and led to facility consolidations. Lamb Weston also updated its fiscal 2026 financial targets, raising its full-year outlook for net sales and adjusted EBITDA.
Charges a drag on Lamb Weston earnings
Lamb Weston Holdings Inc. reported a significant drop in third-quarter net income, down 63% to $54 million, due to a pretax charge for excess raw potatoes in its International segment. Despite the earnings decline, the company's CEO, Michael Smith, highlighted progress with their "focus to win" strategy and initiatives in North America. Lamb Weston also updated its financial targets for fiscal 2026, raising its net sales outlook to $6.45 billion to $6.55 billion and adjusted EBITDA to $1.08 billion to $1.14 billion.
Lamb Weston Drops from S&P 500, Campbell's Faces Similar Risk | 2026 Market Update - News and Statistics
Lamb Weston (LW) has been removed from the S&P 500 and repositioned to the S&P SmallCap 600 due to declining market capitalization. Campbell's (CPB) is now facing a similar risk to its long-standing S&P 500 status after reporting disappointing financial results and reducing its full-year earnings guidance, leading to a significant drop in its stock price and reduced market capitalization. This market update highlights the vulnerability of established companies to downward trends in stock performance and market value.
Medifast (NYSE: MED) outlines metabolic shift, board changes in 2026 proxy
Medifast (NYSE: MED) has detailed its strategic shift towards holistic metabolic health, highlighted by its Metabolic Synchronization platform, and announced board changes in its 2026 proxy statement. The company is asking stockholders to vote on director elections, auditor ratification, executive pay, and an amended share incentive plan at its May 19, 2026 meeting. Daniel Chard will transition from Chairman and CEO to non-executive Chairman on June 1, 2026, separating the roles.
Lamb Weston Holdings Inc. stock outperforms competitors on strong trading day
Lamb Weston Holdings Inc. (LW) shares rose 2.08% to $40.17 on Monday, outperforming its competitors. This gain occurred during a favorable trading session where the S&P 500 Index increased by 0.44% and the Dow Jones Industrial Average rose by 0.36%. This marks the second consecutive day of gains for the stock.
Lamb Weston Reports Third Quarter Fiscal 2026 Results
Lamb Weston announced its third quarter fiscal 2026 results, with net sales increasing slightly to $1,564.8 million but net income and diluted EPS declining significantly compared to the prior year. The company cited solid performance in North America offset by softer demand and competitive international markets, alongside a pre-tax charge for excess raw potatoes. Lamb Weston has updated its full-year financial targets for fiscal 2026 and continues its "Focus to Win" strategy, including cost reduction initiatives and strategic plant closures to align supply and demand.
JPMorgan says Lamb Weston Holdings (LW) Q3 results were better than feared
JPMorgan noted that Lamb Weston Holdings (LW) reported Q3 results that were better than anticipated, particularly given the challenging macroeconomic environment and supply chain issues. The company's performance suggests resilience in its operations despite broader market concerns. This positive assessment from JPMorgan could impact investor sentiment and the stock's future trajectory.
LW Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides an analysis of Lamb Weston Holdings Inc (LW) financials, focusing on its revenue breakdown, profitability margins, and a comparison with competitors BCPC and CPB. North America is the largest revenue contributor for LW, accounting for 66.1% of total sales. The company maintains a gross margin of 21.66%, an operating margin of 9.47%, and a net margin of 3.45%, alongside a Return on Equity of 17.35%.
INGR Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of Ingredion Inc (INGR), detailing its revenue breakdown, profitability margins, and a comparison with competitors. The company's largest revenue contributor is Food & Industrial Ingredients LATAM, and it maintains healthy gross, operating, and net margins. A competitive analysis against CPB and LW highlights INGR's strong market capitalization and efficiency metrics within the Food Processing industry.
JPMorgan Says Lamb Weston Holdings (LW) Q3 Results Were Better Than Feared
JPMorgan stated that Lamb Weston Holdings' Q3 results were "better than feared," with an EPS beat driven by strong North American performance, despite international weakness. The company narrowed its full-year EBITDA guidance, raising the midpoint, which signals stabilization, and JPMorgan maintained a Neutral rating on the stock. Lamb Weston reported Q3 adjusted EPS of 72c and revenue of $1.56B, exceeding consensus estimates, and provided updated FY26 revenue and adjusted EBITDA outlook.
JPMorgan Says Lamb Weston Holdings (LW) Q3 Results Were Better Than Feared
JPMorgan stated that Lamb Weston Holdings (LW) delivered better-than-feared Q3 results, with an EPS beat driven by strong North American performance offsetting international weakness. The company narrowed its full-year EBITDA guidance, raising the midpoint, which signals stabilization in North America. JPMorgan maintained a Neutral rating on LW shares.
Lamb Weston Holdings, Inc. (NYSE: LW) Q3 2026 earnings call transcript
This article provides the Q3 2026 earnings call transcript for Lamb Weston Holdings, Inc. (NYSE: LW). The transcript likely contains detailed financial results, management commentary, and discussion of the company's performance for the quarter.
Lamb Weston Holdings, Inc. (NYSE:LW) Q3 2026 Earnings Call Transcript
Lamb Weston Holdings, Inc. (NYSE:LW) reported Q3 2026 earnings, beating expectations with an EPS of $0.72. The company saw strong performance in North America with 12% volume growth, driven by customer wins and retention, but faced challenges in international markets due to potato surpluses and lower restaurant traffic, leading to plant closures and production curtailments. Lamb Weston is implementing its "Focus to Win" strategy, aiming for $250 million in cost savings by fiscal year-end 2028, with $100 million already achieved in fiscal 2026, and updated its fiscal 2026 outlook with higher net sales and EBITDA guidance.
Lamb Weston Analysts Cut Their Forecasts After Q3 Results
Lamb Weston (NYSE: LW) reported stronger-than-expected Q3 earnings and revenue, beating analyst estimates and raising its 2026 sales guidance. Despite the positive financial performance, several analysts from B of A Securities, Wells Fargo, Stifel, Barclays, and BNP Paribas maintained their ratings but lowered their price targets for the stock. The company's focus on operational rigor and cost discipline is expected to exceed its cost reduction target.
Lamb Weston (LW) Q3 Earnings Show 6.1% Net Margin Progress Testing Bullish Narratives
Lamb Weston Holdings (LW) reported Q3 2026 earnings with quarterly revenue of US$1.6 billion and EPS of US$0.45. The company showed a 6.1% net margin and 6.1% earnings growth over the past year, which bulls interpret as a sign of potential efficiency gains. However, critics note the modest 2% revenue growth, high debt levels, and uneven quarterly net income figures, suggesting skepticism about sustained profitability and challenging the current valuation.
Lamb Weston Holdings Hits New 52-Week Low at $38.18
Lamb Weston Holdings, a small-cap FMCG player, has reached a new 52-week low of USD 38.18 on April 1, 2026, with its stock price dropping 54.99% over the past year. Despite a market capitalization of USD 5,650 million, a P/E ratio of 13.00, and a dividend yield of 3.80%, the company faces challenges including a high debt-to-equity ratio and concerns about financial stability due to increased interest expenses and a low return on capital employed.
Top Magnum Ice Cream (MICC) Competitors 2026
This article analyzes Magnum Ice Cream's (MICC) performance against its top competitors in the food products industry for 2026. It compares MICC with Kraft Heinz (KHC), Lamb Weston (LW), Freshpet (FRPT), BellRing Brands (BRBR), and Nomad Foods (NOMD) across various financial metrics, analyst ratings, media sentiment, and institutional ownership. The analysis reveals that MICC generally underperforms its rivals in most comparison categories.
Lamb Weston Analysts Cut Their Forecasts After Q3 Results
Lamb Weston Holdings, Inc. reported stronger-than-expected Q3 earnings and revenue, beating analyst consensus estimates, and raised its 2026 sales guidance. Despite the positive financial performance and increased sales outlook, several analysts from B of A Securities, Wells Fargo, Stifel, Barclays, and BNP Paribas have lowered their price targets for the company's stock. The company's CEO, Mike Smith, highlighted continued focus on operational rigor and cost discipline, expecting to exceed cost reduction targets.
Lamb Weston Analysts Cut Their Forecasts After Q3 Results
Lamb Weston Holdings reported stronger-than-expected Q3 earnings and revenue, beating analyst estimates, and raised its 2026 sales guidance. Despite the positive financial performance, several analysts adjusted their price targets for the company downwards. CEO Mike Smith highlighted the company's focus on operational rigor and cost discipline as key drivers.
AirSculpt Technologies, Inc. (AIRS) Reports Narrower Q4 Loss Than Expected
AirSculpt Technologies, Inc. (AIRS) reported a narrower-than-expected adjusted loss of $0.02 per share for Q4 2025, beating analyst estimates of -$0.03, despite a 14.6% revenue decline to $33.4M. The company managed a bottom-line profit of $1.3M and processed 2,604 cases. Management expects revenue between $38.5M and $39.5M for the next quarter, and Wall Street maintains a constructive sentiment on the stock.
Lamb Weston Holdings Inc. stock outperforms competitors on strong trading day
Lamb Weston Holdings Inc. (LW) shares rose 2.26% to $39.35 on a mixed trading day, outperforming competitors. The stock closed 41.33% below its 52-week high of $67.07. The S&P 500 Index saw a slight rise, while the Dow Jones Industrial Average experienced a small decline.
Lamb Weston Holdings, Inc. (LW) Q3 2026 Earnings: Key Takeaways
Lamb Weston Holdings, Inc. (LW) reported its Q3 2026 earnings, showing a struggle with profitability despite modest revenue growth. The company experienced a significant decline in adjusted EPS and net margin, with operating leverage indicating negative pressure. Analysts have cooled to a neutral sentiment, awaiting Q4 results and 2027 guidance to assess potential stabilization or continued margin compression.
LW: Barclays Lowers Price Target on Lamb Weston Holdings | LW St
Barclays has maintained its Overweight rating on Lamb Weston Holdings (LW) but lowered its price target from $55.00 to $46.00. This adjustment aligns with a recent trend of downward price target revisions by several other analysts for the company. Despite these adjustments, analysts' consensus recommendation remains "Outperform" with an average target implying a significant upside from the current price.
Amazon To Rally Around 45%? Here Are 10 Top Analyst Forecasts For Thursday
This article details ten recent analyst rating changes and price target adjustments for major companies, including Amazon.com, Exelon, Methanex, ServiceNow, and Moderna. Wells Fargo raised its price target for Amazon, suggesting a potential rally, while other analysts issued both upgrades and downgrades for various stocks. The report provides a concise overview of how Wall Street experts are adjusting their outlooks for these top names.
Lamb Weston Holdings, Inc. (LW) Q3 2026 Earnings: Key Takeaways
Lamb Weston Holdings, Inc. (LW) reported a significant decline in profitability during Q3 2026, with adjusted EPS down 30.1% to $0.72 despite a modest 3.0% revenue increase to $1.56 billion. The company experienced substantial margin compression, particularly in North America where volume growth did not translate into profit growth, and challenges in its International segment. Analysts have adopted a neutral stance, awaiting signs of margin recovery and successful implementation of cost-saving initiatives.
Stifel cuts Lamb Weston stock price target on international pressure
Stifel lowered its price target for Lamb Weston Holdings Inc. (NYSE:LW) to $45 from $50, maintaining a Hold rating, despite the company reporting a stronger third quarter and raising its fiscal 2026 guidance. The revision is primarily due to significant international business pressures, including a substantial write-off of excess potatoes, which outweighed strong North American performance. Other analysts like Jefferies and BofA Securities also adjusted price targets due to international issues and North American volume concerns, respectively.
Stifel cuts Lamb Weston stock price target on international pressure
Stifel lowered its price target for Lamb Weston Holdings Inc. (NYSE:LW) to $45 from $50, maintaining a Hold rating due to pronounced international business pressures despite a strong third-quarter performance. Other analysts, including Barclays, Jefferies, and BofA Securities, also adjusted their ratings and price targets, with some citing ongoing international challenges and concerns over North American volume. The company saw an 8.9% stock decrease due to this international underperformance.
McDonald's supplier Lamb Weston posts ‘solid’ Q3 beat, but stock tumbles on narrowed outlook: Wall Street still sees hope
Lamb Weston, a key supplier for McDonald's, reported a "solid" beat for its third-quarter earnings, yet its stock declined due to a narrowed outlook. Despite the immediate market reaction, Wall Street analysts maintain a positive long-term view, anticipating an eventual recovery for the company.
McDonald's Supplier Lamb Weston Posts ‘Solid’ Q3 Beat, But Stock Tumbles On Narrowed Outlook: Wall Street Still Sees Hope
Lamb Weston Holdings, Inc. (LW) reported a "solid" Q3 beat with a 3% year-on-year revenue growth and adjusted earnings of $0.72 per diluted share, surpassing Wall Street estimates. However, the stock tumbled 9% after the company narrowed its full-year adjusted EBITDA outlook, falling below market expectations despite raising its net sales forecast. Wall Street analysts maintained "neutral" ratings, acknowledging the beat but citing shorter-term headwinds and a tough restaurant traffic environment.
Lamb Weston: Fiscal Q3 Earnings Snapshot
Lamb Weston Holdings Inc. reported fiscal third-quarter earnings of $54 million, translating to 39 cents per share, or 72 cents per share when adjusted for non-recurring costs. These results surpassed Wall Street's expectations of 61 cents per share. The company also beat revenue forecasts, posting $1.56 billion against an expected $1.48 billion, and anticipates full-year revenue between $6.45 billion and $6.55 billion.
Lamb Weston Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Lamb Weston Holdings, Inc. (NYSE: LW) is set to release its third-quarter earnings before the market opens on Wednesday, April 1. Analysts anticipate the company to report quarterly earnings of 61 cents per share, a decrease from $1.10 in the prior-year period, with consensus revenue estimates at $1.49 billion. Ahead of the earnings call, several analysts have revised their price targets for Lamb Weston, with a mix of Hold, Neutral, and Buy ratings.
Pricing Pressures Unlikely to Ease Quickly, but Lamb Weston Should Benefit From a Cyclical Recovery
Lamb Weston, the largest frozen potato producer in North America, is expected to benefit from a cyclical recovery despite ongoing pricing pressures. The company primarily sells French fries to restaurants and is a significant player globally. This recovery is anticipated even as the company faces a current supply-demand imbalance in the market.
Lamb Weston's Q3 Earnings Beat Estimates, Sales Rise 3% Y/Y
Lamb Weston Holdings, Inc. reported solid third-quarter fiscal 2026 results, with both net sales and earnings beating Zacks Consensus Estimates. While net sales increased 3% year-over-year to $1,564.8 million, adjusted earnings declined 37% to 72 cents due to reduced gross profit and elevated SG&A expenses. The company also updated its full-year fiscal 2026 outlook, narrowing its adjusted EBITDA projection and lowering capital expenditure estimates.
[10-Q] Lamb Weston Holdings, Inc. Quarterly Earnings Report
Lamb Weston Holdings, Inc. filed its quarterly earnings report (Form 10-Q) for the period ended February 22, 2026. The report details the company's financial performance, including net sales of $1,564.8 million for the thirteen weeks ended February 22, 2026, and $4,842.2 million for the thirty-nine weeks ended February 22, 2026. Key financial data, segment performance, and legal proceedings, including class-action complaints, are discussed in the filing.
Barclays reiterates Overweight rating on Lamb Weston stock at $55
Barclays has reiterated its Overweight rating and $55 price target for Lamb Weston (NYSE:LW) after the company reported strong third-quarter fiscal 2026 results, beating revenue and earnings expectations for the third consecutive quarter. Despite positive performance driven by North America, the stock is trading near its 52-week low. The company also raised the midpoint of its fiscal 2026 guidance for both sales and EBITDA.
Lamb Weston's Q3 Earnings Beat Estimates, Sales Rise 3% Y/Y
Lamb Weston Holdings, Inc. (LW) reported solid third-quarter fiscal 2026 results, with both top and bottom lines surpassing Zacks Consensus Estimates. While net sales increased 3% year-over-year to $1,564.8 million, adjusted earnings per share decreased 37% to 72 cents due to reduced gross profit and elevated SG&A. The company updated its full-year fiscal 2026 outlook, expecting net sales between $6.45 billion and $6.55 billion and adjusted EBITDA between $1.08 billion and $1.14 billion.
Lamb Weston Reports Third Quarter Fiscal 2026 Results; Increases Midpoint of Fiscal Year 2026 Net Sales and EBITDA Outlook and Reduces Expected 2026 Capital Expenditures
Lamb Weston Holdings, Inc. announced its third-quarter fiscal 2026 results, reporting a 3% increase in net sales to $1,564.8 million but a 63% decline in net income to $54.0 million compared to the prior year. The company updated its fiscal year 2026 financial targets, increasing the midpoint of its net sales and Adjusted EBITDA outlook while reducing expected capital expenditures. Driven by strong North America performance, the company is implementing strategies to address international market challenges and achieve cost reduction targets.
Lamb Weston's Q3 Earnings Beat Estimates, Sales Rise 3% Y/Y
Lamb Weston Holdings, Inc. (LW) reported solid third-quarter fiscal 2026 results, with both net sales and earnings beating Zacks Consensus Estimates. While net sales increased by 3% year over year to $1,564.8 million, adjusted earnings declined 37% to 72 cents per share due to reduced adjusted gross profit and higher SG&A expenses. The company also provided an updated outlook for fiscal year 2026, slightly raising its net sales guidance and narrowing its adjusted EBITDA projections.
Lamb Weston (NYSE:LW) Announces Quarterly Earnings Results, Beats Expectations By $0.09 EPS
Lamb Weston (NYSE:LW) announced its quarterly earnings, reporting $0.72 EPS, surpassing analyst estimates of $0.63 by $0.09. Although revenue increased by 2.9% year-over-year to $1.56 billion, EPS declined from $1.10 in the prior year. The company saw strong performance in North America but faced challenges in international markets, leading to a significant write-off and plant closure in Argentina.
Lamb Weston Holdings, Inc. (LW) Reports Q3 Earnings
Lamb Weston Holdings, Inc. (LW) reported Q3 2026 adjusted diluted earnings of $0.72 per share on revenue of $1.56 billion, a 3% year-over-year increase. The company's net income was $54.0 million, with robust volume gains in North America driving a 5% revenue increase in the region. Lamb Weston provided full-year revenue guidance of $6.45 billion to $6.55 billion amidst a competitive market and elevated raw potato costs.
Lamb Weston: Fiscal Q3 Earnings Snapshot
Lamb Weston Holdings Inc. (LW) reported fiscal third-quarter earnings of $54 million, or 39 cents per share, which adjusted to 72 cents per share, surpassing Wall Street expectations of 61 cents per share. The frozen foods supplier also exceeded revenue forecasts, posting $1.56 billion against an expected $1.48 billion, and anticipates full-year revenue between $6.45 billion and $6.55 billion.
Lamb Weston Holdings, Inc. 2026 Q3 - Results - Earnings Call Presentation (NYSE:LW) 2026-04-01
This article announces the publication of Lamb Weston Holdings, Inc.'s Q3 2026 earnings call presentation. The slide deck was released in conjunction with the company's earnings call. The content was provided by SA Transcripts, Seeking Alpha's team responsible for earnings call transcriptions.
Stifel reiterates Lamb Weston stock rating at Hold on mixed results
Stifel has reiterated a "Hold" rating and a $50.00 price target for Lamb Weston (NYSE:LW) after the company reported mixed third-quarter fiscal 2026 results. While the North America segment showed encouraging progress, with sales growing 5% and volumes up 12%, the international segment remains a concern. The company's stock is trading near its 52-week low, and InvestingPro analysis suggests it may be overvalued despite a 14.23 P/E ratio and a 3.6% dividend yield.
Lamb Weston Holdings, Inc. Reports Earnings Results for the Third Quarter and Nine Months Ended February 22, 2026
Lamb Weston Holdings, Inc. released its financial results for the third quarter and nine months ending February 22, 2026. For the third quarter, sales increased to USD 1,564.8 million from USD 1,520.5 million a year ago, although net income and diluted EPS decreased significantly. The nine-month results also showed a slight increase in sales but a reduction in net income and diluted EPS compared to the previous year.
Lamb Weston stock hits 52-week low at 39.58 USD
Lamb Weston Holdings Inc. stock has dropped to a 52-week low of $39.49, marking an 18.5% decline over the past year and a 31% drop in the last six months. The company, currently trading at a P/E ratio of 15.05 with a market capitalization of $5.6 billion, is considered overvalued by InvestingPro analysis. In response to recent challenges, Lamb Weston has announced the closure of its Munro, Argentina facility and significant leadership changes, including the appointment of Jan Craps as executive chair and James D. Gray as CFO.
Lamb Weston Holdings Announces Quarterly Dividend, Payable on June 5, 2026
Lamb Weston Holdings, Inc. announced a quarterly dividend of $0.38 per share of common stock, declared by its Board of Directors on March 31, 2026. The dividend is scheduled to be paid on June 5, 2026, to shareholders who are on record as of the close of business on May 8, 2026. This announcement comes amid other news, including recent declines in their fiscal Q3 adjusted earnings and updates on their equity buyback plan.
Lamb Weston Holdings, Inc. is taking proactive measures aimed at more effectively balancing market supply and demand.
Lamb Weston Holdings, Inc. is actively implementing measures to balance market supply and demand. The company is responding with urgency to increasingly competitive international conditions and current challenges. The article emphasizes that the content reflects the author's opinion and is not investment advice.
Earnings Flash (LW) Lamb Weston Holdings, Inc. Posts Q3 Adjusted EPS $0.72 per Share, vs. FactSet Est of $0.61
Lamb Weston Holdings, Inc. (LW) reported its Q3 adjusted Earnings Per Share (EPS) of $0.72, surpassing FactSet's estimate of $0.61. This financial update indicates the company's performance relative to analyst expectations for the quarter. The news was published on April 1, 2026, at 08:47 am EDT.
Lamb Weston: Fiscal Q3 Earnings Snapshot
Lamb Weston Holdings Inc. (LW) reported fiscal third-quarter earnings of $54 million, amounting to 39 cents per share, or an adjusted 72 cents per share. This performance exceeded Wall Street expectations of 61 cents per share. The frozen foods supplier also beat revenue forecasts, posting $1.56 billion against an expected $1.48 billion, and projects full-year revenue between $6.45 billion and $6.55 billion.
