We estimate that the CEO of Lamb Weston Holdings, Inc. ($LW), Michael J. Smith, received a compensation of $16,004,614 in 2026. This is an increase of 83.2% from an estimated $2,688,616 in 2025.
These estimates are based on a new DEF14A filing, filed with the SEC on July 30, 2026. Note that parsing errors may occur.
You can track $LW on Quiver Quantitative's $LW stock dashboard.
$LW Stock Insider Trading Activity
$LW Stock insiders have traded $LW stock on the open market 8 times in the past 6 months. Of those trades, 8 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LW stock by insiders over the last 6 months:
- PARTNERS MANAGEMENT, LP JANA has made 4 purchases buying 386,000 shares for an estimated $16,073,540 and 0 sales.
- JAN ELI B CRAPS (Executive Chair) purchased 50,000 shares for an estimated $2,432,330
- JAMES D GRAY (Chief Financial Officer) purchased 4,556 shares for an estimated $199,780
- PETER J BENSEN purchased 5,000 shares for an estimated $197,225
- NORMAN PRESTAGE purchased 2,500 shares for an estimated $103,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$LW Stock Hedge Fund Activity
We have seen 245 institutional investors add shares of $LW Stock stock to their portfolio, and 322 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- STARBOARD VALUE LP added 6,114,982 shares (+inf%) to their portfolio in Q1 2026, for an estimated $258,419,139
- BLACKROCK, INC. added 5,645,708 shares (+47.1%) to their portfolio in Q1 2026, for an estimated $238,587,620
- CAPITAL RESEARCH GLOBAL INVESTORS removed 2,820,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $119,173,200
- BOSTON PARTNERS removed 2,042,216 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $86,304,048
- AQR CAPITAL MANAGEMENT LLC added 1,642,547 shares (+362.1%) to their portfolio in Q1 2026, for an estimated $69,414,036
- FMR LLC added 1,607,123 shares (+251.2%) to their portfolio in Q1 2026, for an estimated $67,917,017
- CLARKSTON CAPITAL PARTNERS, LLC removed 1,417,742 shares (-58.9%) from their portfolio in Q1 2026, for an estimated $59,913,776
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$LW Stock Price Targets
Multiple analysts have issued price targets for $LW recently. We have seen 8 analysts offer price targets for $LW in the last 6 months, with a median target of $46.0.
Here are some recent targets:
- Thomas Palmer from JP Morgan set a target price of $48.0 on 07/09/2026
- Marc Torrente from Wells Fargo set a target price of $54.0 on 07/08/2026
- Pooran Sharma from Stephens & Co. set a target price of $46.0 on 05/27/2026
- Peter Galbo from B of A Securities set a target price of $47.0 on 04/02/2026
- Andrew Lazar from Barclays set a target price of $46.0 on 04/02/2026
- Matthew Smith from Stifel set a target price of $45.0 on 04/02/2026
- Max Gumport from BNP Paribas set a target price of $41.0 on 04/02/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
