Vanguard Group Inc. increased its stake in Lamb Weston (NYSE:LW) by 2.6% to approximately 12.10%, valuing the holding at $909.99 million after acquiring 426,045 shares. The company reported $0.87 earnings per share for the quarter, exceeding expectations by $0.23, with $1.68 billion in revenue, up 4.0% year-over-year. Lamb Weston declared a quarterly dividend of $0.37 per share, resulting in an annual yield of 2.9%, to be paid on August 29, with an ex-dividend date of August 1. The payout ratio is 58.96%. Analyst ratings have shifted: Wells Fargo and Barclays raised their price targets to $66.00 and $68.00 respectively with 'overweight' ratings; Bank of America lowered its target to $56.00 with a 'neutral' rating; one analyst upgraded from 'sell' to 'hold'; and Stifel Nicolaus set a $56.00 target with a 'hold' rating. Eight analysts have a 'hold' rating and three have a 'buy' rating, leading to a consensus rating of 'Hold' and a consensus target price of $67.40. Lamb Weston Holdings, Inc. operates globally in frozen potato products, commercial ingredients, and appetizers across Global, Foodservice, Retail, and Other segments. The company has a market cap of $7.20 billion, a P/E ratio of 20.58, a P/E-G ratio of 2.04, and a beta of 0.49. Its debt-to-equity ratio is 2.12, current ratio is 1.38, and quick ratio is 0.68. The stock opened at $51.65, with a 1-year range of $47.87 to $83.98, and moving averages at $53.72 (50-day) and $53.97 (200-day). The company reported a return on equity of 27.99% and a net margin of 5.54% in the latest quarter, with analysts expecting 3.1 earnings per share for the current fiscal year.

Mitsubishi UFJ Asset Management Co. Ltd. reduced its holdings in Lamb Weston by 46.3%, selling 107,923 shares valued at approximately $6.66 million and now owning 124,936 shares. The company reported a consensus analyst rating of 'Hold' with a target price range of $56.00 to $68.00. Lamb Weston announced a quarterly dividend of $0.37 per share, resulting in an annual yield of 2.9% and a payout ratio of 58.96%. Other major institutional investors, including Romano Brothers AND Company, Teachers Retirement System of The State of Kentucky, Norinchukin Bank, Concurrent Investment Advisors LLC, and Snowden Capital Advisors LLC, also adjusted their positions in the company during the first or fourth quarter. Lamb Weston reported strong quarterly earnings, including $0.87 EPS and $1.68 billion in revenue, exceeding estimates, with a return on equity of 27.99% and a net margin of 5.54%. The company has a market capitalization of $7.20 billion, a PE ratio of 20.58, and a debt-to-equity ratio of 2.12. The stock has a 50-day and 200-day moving average of $53.72 and $53.97, respectively, and a one-year price range of $47.87 to $83.98. The dividend will be paid on August 29th to shareholders of record on August 1st.

Zacks Research has lowered its quarterly and full-year earnings per share estimates for Lamb Weston, reducing Q1 2026 EPS from $0.84 to $0.52 and full-year 2026 EPS from $3.10 to $2.91. The company reported Q1 2026 earnings of $0.87 EPS, exceeding the consensus estimate of $0.64, with revenue of $1.68 billion, up 4.0% year-over-year. Lamb Weston also announced a quarterly dividend of $0.37 per share, yielding 2.8% annually, with a payout ratio of 58.96%. Several major investment banks have adjusted their ratings and target prices, including Barclays raising their target price to $68.00 and giving an 'overweight' rating, while Bank of America lowered its target to $56.00 and set a 'neutral' rating. The company has a market capitalization of $7.38 billion, a PE ratio of 21.10, and a debt-to-equity ratio of 2.12. Institutional investors have increased or modified their holdings, including Whipplewood Advisors LLC, which increased its stake by 3,466.7% in Q1. The stock traded up $1.32 to $52.97 on Monday, with a 50-day moving average of $53.67 and a 200-day average of $53.96. The company operates globally in frozen potato products through four segments: Global, Foodservice, Retail, and Other.

Citigroup Inc. significantly increased its stake in Lamb Weston by 324.4%, acquiring over 861,000 shares and now holding approximately 1.1 million shares valued at $60 million. Other institutional investors such as Capital Research Global Investors, JANA Partners, Continental Grain Co., Freestone Grove Partners LP, and Price T Rowe Associates Inc. MD also made notable moves in the company's shares. Institutional investors collectively own 89.56% of Lamb Weston's stock. The company reported strong quarterly earnings, exceeding estimates with $0.87 earnings per share, $1.68 billion in revenue, and a 4.0% year-over-year growth. Lamb Weston's market cap is $7.38 billion, with a P/E ratio of 21.10 and a dividend yield of 2.8%. Analysts have mixed views, with some upgrading to 'overweight' and others maintaining 'hold' ratings. The company announced a quarterly dividend of $0.37 per share, payable on August 29th.

Aigen Investment Management LP invested $1.31 million in Lamb Weston (NYSE:LW) by acquiring 24,621 shares during the first quarter, as reported in its 13F filing with the SEC. Other institutional investors and hedge funds also adjusted their holdings, with Romano Brothers AND Company, Teachers Retirement System of The State of Kentucky, Norinchukin Bank, Concurrent Investment Advisors LLC, and Snowden Capital Advisors LLC increasing their positions. Lamb Weston reported earnings per share of $0.87, exceeding estimates, with a 4% revenue increase year-over-year and a $0.37 quarterly dividend yielding 2.9%. The company has a market capitalization of $7.38 billion, a P/E ratio of 21.10, and a payout ratio of 58.96%. Wall Street analysts have issued varied ratings and target prices, with Wells Fargo and Barclays raising their target prices and giving 'overweight' ratings, while Bank of America lowered its target and rating to 'neutral'.