Alberta Investment Management Corp Sells 33,300 Shares of Lamb Weston $LW
Alberta Investment Management Corp reduced its stake in Lamb Weston by 8.5% in the third quarter, selling 33,300 shares and now owning 358,400 shares valued at $20.8 million. Despite this, an insider recently bought 50,000 shares, increasing their stake significantly. Lamb Weston reported better-than-expected earnings and increased its quarterly dividend to $0.38 per share.
3 Reasons to Sell LW and 1 Stock to Buy Instead
This article recommends selling Lamb Weston (LW) due to slow organic revenue growth, limited projected upside, and low gross margins indicating weak structural profitability. Despite a recent stock drawdown, the authors believe LW doesn't pass their quality test and suggest better investment opportunities exist elsewhere, including dominant software businesses and high-momentum stocks.
Should You Hold Lamb Weston Holdings (LW)?
Meridian Hedged Equity Fund, managed by ArrowMark Partners, noted Lamb Weston Holdings (LW) as a significant performance detractor in its Q4 2025 investor letter, despite the company reporting better-than-expected earnings. The stock's decline was attributed to a lack of upside in fiscal year guidance and diminishing international segment visibility. While 47 hedge funds held LW as of Q3 2025, the fund suggests that certain AI stocks may offer greater promise for higher returns in a shorter timeframe.
The Household Brand Behind Walmart's Great Value Bakery Products
Walmart's Great Value bakery items, such as Danishes and cinnamon rolls, are often produced by major food manufacturers, with the J.M. Smucker Company being a key supplier. This connection was revealed through a recall in 2024 for plastic contamination in Great Value products. Other brands like Sara Lee Bakery (now Bimbo Bakeries) and Flowers Foods have also supplied Great Value products, highlighting Walmart's strategy of partnering with established manufacturers for its private-label goods.
Struggling Idaho maker of fries for McDonald’s taps ex-Budweiser exec as leader
Lamb Weston Holdings Inc., an Idaho-based french fry giant and major supplier to McDonald's, has appointed Jan Eli B. Craps, a former Budweiser Brewing Co. CEO, as its executive chair. Craps, who has extensive experience in managing global consumer businesses, will work alongside CEO Mike Smith to drive growth for the company, which has recently faced revenue struggles and falling share prices. Lamb Weston has been addressing performance issues and aims to meet its fiscal 2026 targets despite past plant closures and declines in fast-food traffic.
Do Wall Street Experts Favor Lamb Weston Shares?
Lamb Weston Holdings, Inc. (LW) has shown a mixed performance, underperforming the S&P 500 over the past year but rebounding significantly in 2026. Despite beating recent earnings expectations, the stock's analyst consensus has shifted to "Hold" from "Moderate Buy," with Wells Fargo setting a "Buy" rating and a target price implying an 8.4% upside.
Do Wall Street Analysts Like Lamb Weston Stock?
Lamb Weston Holdings, Inc. (LW) has underperformed the broader market and the Consumer Staples Select Sector SPDR Fund (XLP) over the past year, though its year-to-date performance in 2026 has been strong. Despite beating Q2 earnings and revenue expectations, LW's shares fell, and analysts currently have a "Hold" consensus rating on the stock, with a mean price target suggesting modest upside. The company's future EPS is expected to decline, but it has a history of beating consensus estimates.
Do Wall Street Experts Favor Lamb Weston Shares?
Lamb Weston Holdings, Inc. (LW) has shown a mixed stock performance, significantly underperforming the S&P 500 over the past year but rebounding strongly year-to-date in 2026. Despite exceeding recent Q2 earnings and revenue forecasts, the consensus analyst rating has shifted to a "Hold," with Wells Fargo reaffirming a "Buy" rating and a price target suggesting an 8.4% upside.
3 Small-Cap Stocks We Steer Clear Of
This article identifies three small-cap stocks—Lamb Weston (LW), NN (NNBR), and DXC Technology (DXC)—that StockStory advises investors to avoid due to concerning financial performance and market challenges. It highlights organic sales declines, low margins, negative free cash flow, and underwhelming returns on capital as key reasons to steer clear. The piece also suggests exploring high-quality alternatives, referencing past successful picks like Nvidia and Kadant.
Why (LW) Price Action Is Critical for Tactical Trading
This article analyzes Lamb Weston Holdings Inc. (LW) using AI models, identifying a strong short setup with an exceptional risk-reward ratio. It details three trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, and highlights critical support and resistance levels.
French fry giant with thousands of Eastern WA workers taps ex-Budweiser exec
McCain Foods, a major processed potato producer with a significant presence in Eastern Washington, has announced the appointment of a former Anheuser-Busch InBev executive to lead its operations in North America. This change in leadership comes as the company deals with fluctuating potato crop yields and shifts in consumer demand, particularly in the wake of the COVID-19 pandemic. The new president will be responsible for overseeing strategic growth and operational efficiency across the region.
French fry giant with thousands of Eastern WA workers taps ex-Budweiser exec
The article reports that a French fry giant, which employs thousands of workers in Eastern Washington, has appointed a former Budweiser executive to a new role. This executive is expected to bring their experience from the beverage industry to the food processing company.
Lamb Weston (NYSE:LW) Given Consensus Rating of "Hold" by Brokerages
Lamb Weston (NYSE:LW) has received a consensus "Hold" rating from thirteen brokerages, with an average 1-year price target of $53.00, though several firms recently lowered their targets. Insider Jan Eli B. Craps increased his holdings by 20%, purchasing 50,000 shares. The company also raised its quarterly dividend to $0.38 per share and beat analyst estimates for its latest quarterly earnings.
Envestnet Asset Management Inc. Decreases Stock Holdings in Lamb Weston $LW
Envestnet Asset Management Inc. reduced its stake in Lamb Weston (NYSE:LW) by 3.0% in the third quarter, while other institutional investors made various adjustments to their holdings. Despite this, an insider recently purchased 50,000 shares, increasing their direct ownership by 20%. Analysts have a mixed view on Lamb Weston, with a consensus "Hold" rating and an average price target of $53.00, and the company also increased its quarterly dividend.
Barclays Sticks to Its Buy Rating for Anheuser Busch InBev SA/NV (0RJI)
Barclays has maintained its Buy rating for Anheuser Busch InBev SA/NV (0RJI), setting a price target of €94.00. Analyst Laurence Whyatt covers the Consumer Defensive sector and has a positive track record. The consensus for Anheuser Busch InBev SA/NV among analysts is a "Strong Buy" with an average price target of €70.73.
2 More of the Best Small-Cap Stocks to Buy While They’re Still Undervalued
This article highlights two more undervalued small-cap stocks, Lamb Weston (LW) and Brown-Forman (BF.B), that Morningstar recommends. Lamb Weston, a frozen potato producer, is given a narrow economic moat and a fair value of $80 per share, while Brown-Forman, known for Jack Daniel's, has a wide economic moat and a fair value of $37 per share. These recommendations follow previous suggestions for Mosaic, Terex, and Sensata Technologies, as small-cap stocks show outperformance since November.
Hedge Fund and Insider Trading News: Bill Ackman, Warren Buffett, Saba Capital Management, Magnetar Capital, BlueCrest Capital Management, Lamb Weston Holdings Inc (LW), Eli Lilly And Co (LLY), and More
This article compiles recent news and headlines related to prominent hedge funds and significant insider trading activities. It features updates on figures like Warren Buffett and Bill Ackman, along with news concerning companies such as Lamb Weston, Eli Lilly, and details on various hedge fund strategies and market predictions, including those related to AI stocks and Bitcoin.
Lamb Weston Appoints New Executive Chair and Incoming CFO
Lamb Weston Holdings has announced significant leadership changes, appointing Jan Eli B. Craps as Executive Chair and James D. Gray as the new Chief Financial Officer, effective February 6, 2026, and April 2, 2026, respectively. The company is implementing an "equity-driven approach" to attract and retain talent, with substantial equity-based compensation for key executives. An analyst rating indicates a Hold for LW stock with a $48.00 price target, while TipRanks' AI Analyst assesses it as Neutral due to mixed financial performance and weak technical signals.
Lamb Weston adds board position, appoints CFO
Lamb Weston Holdings Inc. has announced two key leadership appointments to accelerate growth and enhance shareholder value. Jan Craps has been appointed to the newly created role of executive chair, effective Feb. 6, and James D. Gray will join as chief financial officer on April 2. These changes are part of the company's "Focus to Win" strategy and aim to strengthen leadership, strategic oversight, and financial management.
Lamb Weston Announces Inducement Award Under NYSE Listing Rule 303A.08
Lamb Weston Holdings, Inc. announced inducement awards to Jan Craps, consisting of restricted stock units and stock options, as a material inducement for his hiring as Executive Chair. These awards were granted under the company's 2026 Inducement Stock Plan and in reliance on the employment inducement exemption under NYSE’s Listed Company Manual Rule 303A.08. The awards include a one-for-one match on Mr. Craps’ personal investment in Lamb Weston shares, with vesting scheduled for February 6, 2029, and options expiring on February 6, 2031.
CVR Energy schedules Feb. 18 results, Feb. 19 earnings call
CVR Energy, Inc. (NYSE: CVI) announced it will release its fourth-quarter and full-year 2025 earnings results on Wednesday, February 18, after trading hours. The company will also host a teleconference call on Thursday, February 19, at 1 p.m. Eastern to discuss these results. The call will be webcast live on CVR Energy’s website.
Restaurant Brands (QSR) Earnings Expected to Grow: Should You Buy?
Restaurant Brands International (QSR) is expected to report a year-over-year increase in earnings and higher revenues for the quarter ending December 2025. While analysts have raised their EPS estimates slightly, the company's Zacks Earnings ESP of -0.87% combined with a Zacks Rank of #3 makes it difficult to definitively predict an earnings beat. Investors are advised to consider other factors beyond just earnings predictions before making investment decisions.
Flowers Foods names Bret Hathaway as procurement VP
Flowers Foods has appointed Bret Hathaway as Vice President of Procurement and Commodities, succeeding the retiring Miles Dennis. Hathaway, who joined Flowers in 2022, will lead the company's commodities sourcing, risk management, and procurement strategy. His extensive experience from roles at Lamb Weston and Conagra Brands is expected to help Flowers navigate volatile commodity markets and supply chain challenges.
AB InBev veteran named Lamb Weston executive chair
Lamb Weston, the US potato-products supplier, has appointed Jan Craps, an AB InBev veteran, as its new executive chair, a newly created role. The company also hired former PepsiCo executive Jim Gray as CFO. These appointments come as Lamb Weston faces pressure on profits and criticism from activist investor Jana Partners regarding its performance and strategy.
Lamb Weston appoints Jan Craps as executive chair, James Gray as CFO
Lamb Weston Holdings, Inc. has announced key leadership changes, appointing Jan Craps as executive chair and James D. Gray as chief financial officer to accelerate growth and improve shareholder returns. Craps, formerly of Anheuser-Busch InBev, will focus on board leadership, M&A, governance, and international market execution, while Gray, previously with Ingredion, will succeed Bernadette Madarieta. The company reiterated its fiscal year 2026 guidance and highlighted its commitment to shareholder interests through dividends and share buybacks, despite recent analyst downgrades.
Lamb Weston appoints Jan Craps as executive chair, James Gray as CFO
Lamb Weston Holdings, Inc. (NYSE:LW) has appointed Jan Craps as executive chair, effective February 6, 2026, and James D. Gray as chief financial officer, starting April 2, 2026. These appointments aim to accelerate growth and improve shareholder returns, with Craps focusing on governance and international expansion, and Gray bringing extensive financial experience. The company also reiterated its fiscal year 2026 guidance and highlighted its shareholder-friendly practices, including consistent dividend raises.
Lamb Weston appoints Jan Craps as executive chair, James Gray as CFO
Lamb Weston Holdings, Inc. has announced new leadership appointments, with Jan Craps joining as executive chair effective February 6, 2026, and James D. Gray becoming chief financial officer on April 2, 2026. These appointments are aimed at accelerating growth and improving shareholder returns. The company also reiterated its fiscal year 2026 guidance and highlighted its shareholder-friendly approach through consistent dividend increases and share buybacks.
French fry giant with thousands of Eastern WA workers taps ex-Budweiser exec
Lamb Weston Holdings Inc., a major french fry producer with extensive operations in Eastern Washington, has appointed Jan Eli B. Craps, a former CEO of Budweiser Brewing Co., as its new executive chair. This move, part of a series of C-suite changes, aims to drive growth for the company which has faced revenue and stock price challenges. Additionally, James D. Gray will take over as Chief Financial Officer.
Lamb Weston Appoints New Executive Chair and Incoming CFO
Lamb Weston Holdings has appointed Jan Eli B. Craps as Executive Chair and James D. Gray as the new Chief Financial Officer, effective February 6, 2026, and April 2, 2026, respectively. Both appointments feature substantial equity-based compensation packages designed to align their interests with long-term shareholder value and support the company's "Focus to Win" strategy. The board also approved additional incentive awards for key executives and established a 2 million-share inducement stock plan to attract and retain talent.
Lamb Weston appoints Jan Craps as executive chair, James Gray as CFO
Lamb Weston Holdings, Inc. has announced two key leadership appointments to drive growth and improve shareholder returns. Jan Craps will join as executive chair, focusing on board leadership and international market execution, and James D. Gray will become chief financial officer. The company also reiterated its fiscal year 2026 guidance and highlighted its shareholder-friendly policies, including consistent dividend increases and share buybacks.
Lamb Weston Announces Leadership Changes to Accelerate Focus to Win Strategy and Drive Shareholder Value
Lamb Weston Holdings, Inc. announced two key leadership appointments to accelerate its "Focus to Win" strategy and enhance shareholder value. Jan Craps has been named Executive Chair, bringing extensive global experience, while James D. Gray will join as Chief Financial Officer. These changes are intended to drive growth, improve execution, and capitalize on market opportunities.
Bret Hathaway named procurement VP at Flowers
Flowers Foods, Inc. has promoted Bret Hathaway to vice president, procurement, commodities. He takes over the role from Miles Dennis, who retired after 41 years with the company. Hathaway previously served as senior director, commodities and risk management at Flowers and held similar roles at Lamb Weston and Conagra Brands.
How Investors May Respond To J&J Snack Foods (JJSF) Earnings Beat And Steady Analyst Expectations
J&J Snack Foods (JJSF) recently reported an earnings beat on EBITDA and EPS, which was stronger than anticipated. Analysts have maintained their forward estimates, suggesting the earnings strength aligns with the company's current trajectory. This performance reinforces the view of JJSF as a steady, slower-growth consumer staples business with a focus on shareholder returns, despite existing risks such as relatively high earnings multiples and weaker recent net margins.
Lamb Weston: Turnaround Opportunity As Fast-Food Headwinds Mask Improving Fundamentals
Lamb Weston (LW) presents a compelling turnaround opportunity after a significant investment cycle, despite recent price cuts impacting margins. The company is poised for over half a billion in free cash flow in FY26 due to sharply decreasing CAPEX. With a sustainable dividend yield of approximately 3.3% and ongoing buybacks, the stock offers a favorable risk-reward profile, reflected in its current low trading levels.
Lamb Weston Fries Range Named Product of the Year 2026 in UK Chips Category
Lamb Weston's Fries range has been named Product of the Year 2026 in the UK Chips category, an award recognizing the full range which launched in 2024. The award, based on a consumer-driven survey of over 8,000 shoppers, highlights Lamb Weston's commitment to innovation in flavor, texture, and distinctive shapes, including products like Frenzy French Fries and the original Twister Fries, bringing restaurant-quality chips to the retail market.
Lamb Weston Fries Range Named Product of the Year 2026 in UK Chips Category
Lamb Weston's Fries range has been named Product of the Year 2026 in the UK Chips category, recognizing its impact in the retail frozen sector since its 2024 launch. The award, based on a consumer survey of over 8,000 shoppers, highlights the brand's commitment to innovation in flavor, texture, and distinctive shapes, including products like Frenzy French Fries and the original Twister Fries. This win reinforces Lamb Weston's growing presence in the market and its mission to deliver high-quality, innovative frozen potato products.
Lamb Weston Fries Range Named Product of the Year 2026 in UK Chips Category
Lamb Weston's full fries range has been named Product of the Year 2026 in the UK Chips category, an award based on a large consumer survey recognizing innovation and quality. The winning range includes products like Frenzy French Fries, Twister Fries, and Thick Cut Pub Chips, highlighting Lamb Weston's commitment to diverse shapes, textures, and flavors for the retail market. This recognition reinforces the brand's position as a leader in innovative frozen potato products, building on its history of pioneering chip-cutting techniques.
Lamb Weston Enhances Shareholder Returns Amid Operational Restructuring
Lamb Weston is focusing on both increasing shareholder returns and streamlining its operations. The company announced a 3% increase in its quarterly dividend to $0.38 per share and has repurchased $39.6 million in stock during Q2 fiscal 2026. Concurrently, Lamb Weston is consolidating its Latin American production by closing its Munro facility and shifting operations to a more modern plant in Mar del Plata, aiming for improved efficiency.
Cambiar Investors LLC Sells 37,552 Shares of Lamb Weston $LW
Cambiar Investors LLC reduced its stake in Lamb Weston (NYSE:LW) by 31% in the third quarter, selling 37,552 shares and retaining 83,530 shares valued at approximately $4.85 million. Despite this, institutional investors collectively own 89.56% of the company. Lamb Weston recently reported slightly better-than-expected earnings and increased its quarterly dividend to $0.38 per share, resulting in a 3.4% yield.
Y Intercept Hong Kong Ltd Acquires 39,304 Shares of Lamb Weston $LW
Y Intercept Hong Kong Ltd significantly increased its stake in Lamb Weston (NYSE:LW) by 300.4% in Q3, acquiring 39,304 additional shares to bring its total holdings to 52,390 shares valued at approximately $3.04 million. Despite recent price target cuts from several brokers, the company's average analyst rating remains "Hold" with an average price target of $53.00. Lamb Weston also reported slightly better than expected Q3 EPS and raised its quarterly dividend to $0.38, offering a roughly 3.5% yield.
Strs Ohio Acquires 118,960 Shares of Lamb Weston $LW
Strs Ohio increased its stake in Lamb Weston by 58.5%, purchasing an additional 118,960 shares and bringing its total holdings to 322,216 shares valued at $18.7 million. Other institutional investors also adjusted their positions, and analysts have issued various ratings for the stock, which currently has a consensus "Hold" rating and a price target of $53.00. Lamb Weston recently reported earnings of $0.69 per share, exceeding expectations, and announced an increase in its quarterly dividend to $0.38 per share.
Pentair plc: How an Unsexy Water Tech Portfolio Became a High-Conviction Climate Play
Pentair plc, a company focused on water and fluid management technologies, has evolved into a strategic climate and infrastructure play. Its product portfolio, including smart pool systems, residential water filtration, and industrial process filtration, is designed for efficiency and recurring revenue. Despite intense competition, Pentair's focus on energy efficiency, ecosystem lock-in, and clear strategic mission positions it as a strong investment in a resource-constrained world.
Rakuten Investment Management Inc. Buys Shares of 39,163 Lamb Weston $LW
Rakuten Investment Management Inc. recently acquired 39,163 shares of Lamb Weston (NYSE:LW) in the third quarter, valued at approximately $2,275,000. Other institutional investors also adjusted their holdings in the frozen potato products supplier. Lamb Weston's stock saw a slight dip, trading down 0.9% to $43.71, despite reporting higher-than-expected earnings and increasing its quarterly dividend.
Lamb Weston Is Quietly Printing Money – But Is This Frozen Fry Stock Still Worth the Hype?
Lamb Weston, a major player in the frozen potato market, is generating significant buzz online despite being a behind-the-scenes B2B company. The article examines whether its stock (LW) is a worthwhile investment, given its recent price drop from earlier highs. It highlights the company's strong market position, consistent demand for its products, and potential risks associated with commodity prices and slower growth, concluding it's a solid but perhaps not "wild" investment.
Avoiding Lag: Real-Time Signals in (LW) Movement
This article provides a real-time signal analysis for Lamb Weston Holdings Inc. (NYSE: LW), highlighting key findings and potential price movements. It outlines three distinct AI-generated trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis to guide traders. The analysis suggests that if current strong sentiment persists, it could extend to the long term, despite an ongoing breakdown.
Grandfield & Dodd LLC Has $9.81 Million Position in Lamb Weston $LW
Grandfield & Dodd LLC increased its stake in Lamb Weston (NYSE:LW) by 32% in Q3, now holding 168,845 shares valued at $9.81 million. The article details other institutional investors' changes in holdings, analyst ratings, and the company's financial performance. Lamb Weston recently raised its quarterly dividend to $0.38 per share, offering a 3.5% yield.
$50 Million Still at Stake as Manager Cuts Exposure to Volatile Food Stock Down 28% This Past Year
Douglas Lane & Associates reduced its stake in Lamb Weston Holdings by selling 65,461 shares for an estimated $3.85 million in the fourth quarter. Despite this reduction and the stock's 28% drop over the past year, the firm still holds $50.85 million worth of LW shares. The move is viewed as risk management rather than a loss of conviction, as Lamb Weston's recent financial results showed stabilization and management reiterated strong full-year guidance.
$50 Million Still at Stake as Manager Cuts Exposure to Volatile Food Stock Down 28% This Past Year
Douglas Lane & Associates reduced its stake in Lamb Weston Holdings (NYSE:LW) by selling 65,461 shares for an estimated $3.85 million in the fourth quarter, though still retaining a position valued at $50.85 million. The move is viewed as risk management rather than a lack of conviction, despite the stock being down 27.5% over the past year. Lamb Weston showed operational stabilization in its recent fiscal Q2 with increased net sales and a swing to net income.
Bear of the Day: Lamb Weston (LW)
Lamb Weston (LW) has been designated as a Zacks Rank #5 (Strong Sell) due to analysts' bearish outlook on its earnings and weak sales growth. Despite recent market share gains in priority areas and a dividend increase, the company's shares have struggled, falling 31% over the last three months, and its sales growth has been minimal year-over-year. Investors are advised to consider stocks with a Zacks Rank #1 or #2 for stronger potential returns.
Bear of the Day: Lamb Weston (LW)
Lamb Weston (LW), a global manufacturer of frozen potato products, has been designated a Zacks Rank #5 (Strong Sell) due to analysts' bearish outlook on its earnings. Despite exceeding consensus expectations in its latest quarter, the company's shares plunged, with sales growth remaining weak. The article highlights the importance of focusing on stocks with a Zacks Rank #1 or #2 for stronger earnings outlook and potential gains.
