Lamb Weston Holdings, Inc. (LW) Stock Price & Analysis
Lamb Weston Holdings, Inc. (LW) closed at USD 55.18 on Thursday, October 22, 2026, up 3.90% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 53.11; the Oct 22, 2026 session ranged USD 52.96–55.44 on volume of 3,070,568 shares. Market capitalization is $7.60B, with a 52-week range of USD 37.62–67.07 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:24 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LW.md
Key facts (LW)
- Last four reported quarters (through Aug 30, 2026): revenue $6.62B, net income $255M (3.8% margin), free cash flow $412M (SEC filings).
- Valuation: P/E 29.8x (avg 20.2x at the last 3 fiscal year-ends), EV/EBITDA 12.5x, net debt $3.69B.
- 1 of 80 tracked superinvestors hold LW (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Hold (mean 2.50 on a 1–5 scale) (12 analysts), mean target USD 56 (range 52–65).
- Total return with dividends: 1Y -12.7% vs S&P 500 +14.9%; 5Y +2.9% vs S&P 500 +80.3%.
- Next earnings: 2026-12-17, EPS estimate USD 0.86, revenue estimate $1.64B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LW)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $4.10B | $5.35B | $6.47B | $6.45B | $6.61B | $6.62B |
| Gross profit | $832M | $1.43B | $1.77B | $1.40B | $1.36B | — |
| Operating income | $444M | $882M | $1.07B | $665M | $591M | $517M |
| Net income | $201M | $1.01B | $726M | $357M | $290M | $255M |
| EPS (diluted) | $1.38 | $6.95 | $4.98 | $2.50 | $2.08 | — |
| Free cash flow | $129M | $108M | -$131M | $230M | $540M | $412M |
| Gross margin | 20.3% | 26.8% | 27.3% | 21.7% | 20.6% | — |
| Operating margin | 10.8% | 16.5% | 16.5% | 10.3% | 8.9% | 7.8% |
| Net margin | 4.9% | 18.9% | 11.2% | 5.5% | 4.4% | 3.8% |
| Revenue growth | +11.7% | +30.5% | +20.9% | -0.3% | +2.5% | — |
| Cash + short-term investments | $525M | $305M | $71.4M | $70.7M | $68.2M | — |
| Total debt | $2.75B | $3.48B | $4.16B | $4.14B | $3.92B | — |
Fiscal years end May. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Aug 30, 2026) (LW)
P/E 29.8x · P/S 1.1x · EV/EBITDA 12.5x · EV/Sales 1.7x · P/FCF 18.5x · P/B 4.2x · FCF yield 5.42% · Earnings yield 3.35% · Dividend yield (paid, TTM) 2.74% · Net debt $3.69B · EV $11.3B
P/E at fiscal year-ends: May 2026 20.7x, May 2025 22.3x, May 2024 17.7x.
Superinvestors (SEC 13F-HR, Q2 2026) (LW)
1 of 80 tracked investors hold LW. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Tweedy Browne | 0.12% | $1.6M | Added +43.6% |
Analysts (LW)
Consensus Hold (mean 2.50 on a 1–5 scale), 12 analysts; mean target USD 56 (low 52, high 65).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-08 | Barclays | Target raised | Overweight | $56 → $58 |
| 2026-10-08 | Stephens & Co. | Target raised | Equal-Weight | $50 → $55 |
| 2026-10-07 | JP Morgan | Target raised | Neutral | $46 → $53 |
| 2026-10-07 | Wells Fargo | Target raised | Overweight | $54 → $58 |
| 2026-10-05 | Wells Fargo | Target lowered | Overweight | $57 → $54 |
| 2026-09-30 | JP Morgan | Target lowered | Neutral | $52 → $46 |
| 2026-09-28 | Stephens & Co. | Target lowered | Equal-Weight | $55 → $50 |
| 2026-07-28 | TD Cowen | Target raised | Hold | $40 → $52 |
| 2026-07-28 | Bernstein | Target raised | Market Perform | $42 → $57 |
| 2026-07-28 | Stephens & Co. | Target raised | Equal-Weight | $46 → $55 |
| 2026-07-27 | Stifel | Target raised | Hold | $45 → $52 |
| 2026-07-27 | Wells Fargo | Target raised | Overweight | $54 → $57 |
Total return (dividends reinvested) (LW)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -12.7% | +2.9% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -12.7% | +0.6% |
| Volatility (annualized) | 45.3% | 41.0% |
| Max drawdown | -41.4% (Oct 2025→Apr 2026) | -63.7% (Jun 2023→Mar 2026) |
Companies that name LW in their SEC reports
| Relationship to LW | Company | Filing | Sentence |
|---|---|---|---|
| partner | NATHANS FAMOUS, INC. (NATH) | 10-K Jun 9, 2026 | “Lamb Weston, Inc. exercised its fourth option to extend the license agreement through July 2028, pursuant to which the minimum royalties will increase 5% annually.” |
LW analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Nov 2026) | $0.86 | $0.75 | +15.4% | $1.64B | 10 |
| Next quarter (ends Feb 2027) | $0.86 | $0.92 | -6.5% | $1.60B | 9 |
| Current fiscal year (ends May 2027) | $3.22 | $3.01 | +6.9% | $6.61B | 11 |
| Next fiscal year (ends May 2028) | $3.53 | $3.46 | +2.1% | $6.75B | 11 |
Key Statistics (as of October 23, 2026 at 09:24 UTC)
| Price | USD 55.18 |
|---|---|
| Change | ▲ 3.90% (up) |
| Previous Close | USD 53.11 |
| Open | USD 53.65 |
| Day Range | USD 52.96 – 55.44 |
| 52-Week Range | USD 37.62 – 67.07 |
| Volume | 3,070,568 shares |
| Market Cap | $7.60B |
| Exchange | NYQ |
Technical Analysis (LW)
Nexqual's technical model rates LW "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:24 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 67.54 (neutral) |
| vs SMA50 | Above (USD 49.84) |
| MACD | 1.81 (positive) |
Analyst Ratings (LW)
Wall Street analysts rate LW "Hold" based on 12 analysts, with a mean price target of USD 56 (range USD 52–65), per Nexqual as of October 23, 2026 at 09:24 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 12 |
| Mean Target | USD 56 |
| High Target | USD 65 |
| Low Target | USD 52 |
| Buy / Hold / Sell | 4 / 8 / 0 |
Earnings (LW)
| Next Earnings Date | 2026-12-17 |
|---|---|
| EPS Estimate | USD 0.86 |
| Revenue Estimate | $1.64B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-08-31 | USD 0.75 vs est 0.59 ▲ beat |
| 2026-05-31 | USD 0.87 vs est 0.63 ▲ beat |
| 2026-02-28 | USD 0.72 vs est 0.61 ▲ beat |
| 2025-11-30 | USD 0.69 vs est 0.65 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financials & Fundamentals (LW)
| Total Revenue | $6.62B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +0.70% |
| Gross Margin | +20.20% |
| Operating Margin | +9.46% |
| Profit Margin | +3.85% |
| ROE | +14.17% |
| Debt / Equity | 2.19 |
| Current Ratio | 1.46 |
| Total Cash | $166.30M |
| Total Debt | $3.96B |
| Free Cash Flow (last four quarters to Aug 2026, SEC 10-Q / 10-K) | $411.90M (6.2% of revenue) |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financial Health Score (LW)
Nexqual rates Lamb Weston Holdings, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:24 UTC.
| Growth | Mixed — Revenue +2.5% YoY (annual), slow |
|---|---|
| Profitability | Mixed — Gross margin 20%, operating 9% (last 12 months) |
| Balance Sheet | Weak — $166M cash and investments vs $3.86B debt (Aug 2026, SEC) |
| Cash Flow | Solid — FCF $412M (last 4 quarters to Aug 2026, SEC), 6% margin |
| Efficiency | Mixed — ROE 14%, ROA 5.8% |
Ownership (LW)
| Insider Ownership | +2.75% |
|---|---|
| Institutional Ownership | +97.44% |
| Shares Outstanding | 137.78M |
| Float | 136.40M |
| Short % of Float | +5.92% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Leadership (LW)
Lamb Weston Holdings, Inc. is led by Michael Jared Smith, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:24 UTC.
| President, CEO & Director | Michael Jared Smith |
|---|---|
| Chief Financial Officer | James Derek Gray |
| President of International | Marc J.P.H. Schroeder |
| Vice President of Investor Relations | Debbie Hancock |
| President of North America | Michael Christopher Crowley |
Major Backers & Investors (LW)
Notable institutional backers of Lamb Weston Holdings, Inc. include Price (T.Rowe) Associates Inc, JPMorgan, Starboard Value LP, according to Nexqual as of October 23, 2026 at 09:24 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Price (T.Rowe) Associates Inc | 6.65% |
| JPMorgan | 5.16% |
| Starboard Value LP | 4.16% |
| Jana Partners Management, Lp | 3.92% |
| AQR Capital Management, LLC | 3.58% |
| T. Rowe Price | 3.34% |
| FMR, LLC | 2.77% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 12.27% |
| Vanguard Group | 10.18% |
| State Street | 3.53% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SFD | Smithfield Foods, Inc. | USD 18.81 | ▲ 2.79% |
| CAG | ConAgra Brands, Inc. | USD 15.07 | ▲ 7.34% |
| PPC | Pilgrim's Pride Corporation | USD 28.09 | ▲ 1.23% |
| INGR | Ingredion Incorporated | USD 97.18 | ▲ 1.57% |
| CPB | The Campbell's Company | USD 21.26 | ▲ 8.69% |
| DAR | Darling Ingredients Inc. | USD 55.64 | ▼ 5.84% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:24 UTC. This page is informational and not investment advice.
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