Market Cap
$5.7B
LW
Lamb Weston Holdings, Inc.
$43.60 ▲ +5.88%
Prev close $41.18Market cap$5.7B
ConsensusHold
12-mo target$54.33 (+24.5%)
▲ Neutral
Analyst conviction 5/10
Insider Buying Cluster (3 insiders)High Impact Filing (8/10)28 New Institutional Positions22 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on LW right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Hold (48%)
Inst. Holders
50 funds
Inst. Value
$4.1B
Inst. Activity
28 buys / 22 sells
Insider Activity
$17.0M buy / $0.00 sell
Insider Net $
$17.0M
Social Sentiment
71° Bullish
SEC Reports
8
Price chart 30d -13.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 6, 2026 earnings_calendar
LW Q1 2027 Earnings Scheduled — 2026-10-06
Aug 4, 2026 Insider
Smith Michael Jared surrendered for taxes 9,441 shares
President and CEO @ $53.18 ($502.1K)
Aug 4, 2026 Insider
Crowley Michael Christopher surrendered for taxes 1,805 shares
President, North America @ $53.18 ($96.0K)
Aug 4, 2026 Insider
Jul 30, 2026 SEC Schroeder Marc surrendered for taxes 3,492 shares
PRESIDENT, INTERNATIONAL @ $53.18 ($185.7K)
Lamb Weston Holdings filed two DEFA14A proxy solicitation materials on July 30, 2026: a CEO letter from Mike Smith highl
DEFA14A — Impact 3/10
Lamb Weston reported Q4 fiscal 2026 results with net sales of $1.77B and adjusted diluted EPS of $0.87, exceeding the hi
8-K — Impact 6/10
Lamb Weston filed an 8-K reporting an amendment to its 2026 Inducement Stock Plan, reducing the number of shares authori
8-K — Impact 2/10
Jun 30, 2026 Inst.
FMR LLC — ADD
3,822,123 shares ($165.0M)
Analyst ratings buy % -12.7%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
48% rate it Buy or better · 21 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 30, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Sep 28, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| Jul 28, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 28, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
| Jul 28, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| Jul 27, 2026 | Stifel | MAINTAIN | Hold | 54% |
| Jul 27, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Jul 27, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 21, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 9, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 6 | 11 | 0 | 0 | 48% | |
| Aug 1, 2026 | 4 | 6 | 11 | 0 | 0 | 48% | |
| Jul 1, 2026 | 4 | 6 | 11 | 0 | 0 | 48% | |
| 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% |
Price targets
Where 12 covering analysts think LW trades over the next 12 months.
$54.33 +24.5% upside Strong Buy
Current$43.66 Low$46.00 Median$53.50 High$65.00 12 analysts
$46.00$65.00
Analyst rating Buy· 2.5/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
71°
Bullish
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 3 bullish, 1 bearish, 1 mixed, 3 neutral · avg impact 5.4/10.
NEUTRALDEFA14A3/10
Lamb Weston Holdings filed two DEFA14A proxy solicitation materials on July 30, 2026: a CEO letter f
Jul 30, 2026
MIXED8-K6/10
Lamb Weston reported Q4 fiscal 2026 results with net sales of $1.77B and adjusted diluted EPS of $0.
Jul 24, 2026
NEUTRAL8-K2/10
Lamb Weston filed an 8-K reporting an amendment to its 2026 Inducement Stock Plan, reducing the numb
Jul 15, 2026
BEARISH8-K6/10
Lamb Weston announced the closure of its manufacturing facility in Broekhuizenvorst, Netherlands, to
Jun 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 6, 2026
earnings_calendar
LW Q1 2027 Earnings Scheduled — 2026-10-06
Sep 29, 2026
short_volume
Short Volume: LW — 57.3% short (0.3M / 0.6M)
Short: 334,658 | Exempt: 280 | TRF Vol: 584,201 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: LW — 62.1% short (0.4M / 0.6M)
Short: 352,855 | Exempt: 916 | TRF Vol: 567,937 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: LW — 56.8% short (0.3M / 0.5M)
Short: 284,895 | Exempt: 0 | TRF Vol: 501,838 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: LW — 1.3M shares, 37,565 trades
Week starting 2026-09-07. Total ATS volume: 1,300,700 shares across 37,565 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.59 | $0.54–$0.62 | -20.5% | -0.2% | 2↑ 4↓ | $1.7B | 9 |
| Next Q | $0.77 | $0.70–$0.81 | 11.0% | -0.9% | 5↑ 1↓ | $1.6B | 9 |
| Current FY | $3.01 | $2.88–$3.13 | 0.1% | -1.2% | 0↑ 1↓ | $6.5B | 11 |
| Next FY | $3.37 | $3.15–$3.49 | 11.8% | -0.7% | 0↑ 1↓ | $6.6B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.589 | — |
| 7d ago | $0.590 | -0.001 |
| 30d ago | $0.590 | -0.001 |
| 60d ago | $0.590 | -0.001 |
| 90d ago | $0.620 | -0.032 |
Institutional ownership
Which big funds own LW (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.1B total value (94,546,130 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, JPMORGAN. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 16,912,375 | $730.3M | 17.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,039,041 | $347.1M | 8.5% | — |
| JPMORGAN CHASE & CO | 7,114,830 | $314.1M | 7.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 5,995,487 | $258.9M | 6.3% | — |
| Starboard Value LP | 5,733,982 | $247.6M | 6.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 4,927,106 | $212.8M | 5.2% | — |
| STATE STREET CORP | 4,869,644 | $210.3M | 5.1% | — |
| FMR LLC | 3,822,123 | $165.0M | 4.0% | ADD +70.1% |
| DIMENSIONAL FUND ADVISORS LP | 3,345,828 | $144.5M | 3.5% | — |
| NORGES BANK | 2,456,090 | $106.1M | 2.6% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 2,246,978 | 3,822,123 | +70.1% | $165.0M |
| NORGES BANK | NEW | — | 2,456,090 | — | $106.1M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 727,324 | 1,511,691 | +107.8% | $65.3M |
| JUPITER ASSET MANAGEMENT LTD | ADD | 943,326 | 1,244,438 | +31.9% | $53.7M |
| PRINCIPAL FINANCIAL GROUP INC | ADD | 690,493 | 1,214,056 | +75.8% | $52.4M |
| UBS Group AG | TRIM | 1,784,762 | 922,194 | -48.3% | $39.8M |
| BARCLAYS PLC | TRIM | 1,167,954 | 799,990 | -31.5% | $34.5M |
| Gotham Asset Management, LLC | ADD | 414,218 | 681,672 | +64.6% | $29.4M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 456,803 | 579,579 | +26.9% | $25.0M |
| FIRST TRUST ADVISORS LP | ADD | 325,898 | 550,666 | +69.0% | $23.8M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 50 transactions. Net $17.0M — $17.0M bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 4, 2026 | Smith Michael Jared | President and CEO | TAX W/H | 9,441 | $53.18 | $502.1K |
| Aug 4, 2026 | Crowley Michael Christopher | President, North America | TAX W/H | 1,805 | $53.18 | $96.0K |
| Aug 4, 2026 | Schroeder Marc | PRESIDENT, INTERNATIONAL | TAX W/H | 3,492 | $53.18 | $185.7K |
| Aug 4, 2026 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | TAX W/H | 3,820 | $53.18 | $203.1K |
| Aug 4, 2026 | Wilks Sylvia | Chief Supply Chain Officer | TAX W/H | 2,223 | $53.18 | $118.2K |
| Aug 4, 2026 | Younes Steven J | CHIEF HUMAN RESOURCES OFFICER | TAX W/H | 1,498 | $53.18 | $79.7K |
| Aug 4, 2026 | Jones Gregory W | VP AND CONTROLLER | TAX W/H | 619 | $53.18 | $32.9K |
| Jul 28, 2026 | Spytek Eryk J | GEN COUNSEL & CHIEF COMPL OFF | AWARD | 8,788 | — | — |
| Jul 28, 2026 | Smith Michael Jared | President and CEO | AWARD | 45,770 | — | — |
| Jul 28, 2026 | Schroeder Marc | PRESIDENT, INTERNATIONAL | AWARD | 8,422 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for LW.
Shares short
6,659,809
Settlement Sep 15, 2026
Change vs prior
+5.8%
Semi-monthly cycle
Days to cover
5.1
At avg daily volume
Of shares outstanding
≈4.8%
Estimate — not % of float
All LW filing & press-release reports (8)
- DEFA14A reportJul 30, 2026
- 8-K reportJul 24, 2026
- 8-K reportJul 15, 2026
- 8-K reportJun 4, 2026
- 8-K reportMay 26, 2026
- 8-K reportApr 21, 2026
- CLUSTER reportApr 15, 2026
- CLUSTER reportApr 13, 2026