Lamb Weston (LW) reported first-quarter fiscal 2027 net sales of $1.67 billion, up 1% from a year earlier, while net income fell to $29.1 million from $64.3 million. Basic and diluted earnings per share were both $0.21, compared with $0.46 in the prior-year quarter.
The company increased its fiscal 2027 outlook for net sales to low-single-digit growth and raised its adjusted EBITDA outlook to $1.125 billion to $1.215 billion.
- North America net sales increased 5.2% to $1.14 billion; International net sales declined 8.0% to $528.9 million.
- Cash provided by operating activities was $234.8 million, compared with $352.0 million a year earlier.
- Capital expenditures totaled $91 million during the quarter.
- The board declared a quarterly dividend of $0.38 per share, payable December 4, 2026.
- Cash and cash equivalents were $166.3 million as of August 30, 2026.
$LW Insider Trading Activity
$LW insiders have traded $LW stock on the open market 6 times in the past 6 months. Of those trades, 6 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.
- JAMES D GRAY (Chief Financial Officer) purchased 4,556 shares for an estimated $199,780
- 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 Hedge Fund Activity
We have seen 242 institutional investors add shares of $LW stock to their portfolio, and 265 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 7,114,830 shares (+inf%) to their portfolio in Q2 2026, for an estimated $307,218,359
- AQR CAPITAL MANAGEMENT LLC added 2,830,882 shares (+135.0%) to their portfolio in Q2 2026, for an estimated $122,237,484
- FMR LLC added 1,575,145 shares (+70.1%) to their portfolio in Q2 2026, for an estimated $68,014,761
- LONDON CO OF VIRGINIA removed 1,495,740 shares (-75.9%) from their portfolio in Q2 2026, for an estimated $64,586,053
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,230,797 shares (+inf%) to their portfolio in Q2 2026, for an estimated $53,145,814
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,096,841 shares (-75.5%) from their portfolio in Q2 2026, for an estimated $47,361,594
- CONTINENTAL GRAIN CO added 935,000 shares (+35.5%) to their portfolio in Q2 2026, for an estimated $40,373,300
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.
