Lamb Weston Rallies on Earnings Beat and Strong FY2027 Outlook

Lamb Weston Holdings, Inc. (LW) is up 6.8% today. Here is some analysis on what might have caused this price movement. ([news.lambweston.com](https://news.lambweston.com/news-releases/news-release-details/lamb-weston-announces-q4-and-full-year-fiscal-2026-results?utm_source=openai))

Analysis: The move appears tied to a solid fiscal fourth-quarter report, full-year fiscal 2026 results that topped the company’s own guidance, and a fiscal 2027 profit outlook that came in modestly ahead of expectations. Investors also seem to be responding to evidence that North America volume growth and cost savings are helping offset weaker international conditions. ([ca.marketscreener.com](https://ca.marketscreener.com/news/lamb-weston-announces-q4-and-full-year-fiscal-2026-results-company-delivered-net-sales-and-adjusted-ce7f51dfdc89fe21?utm_source=openai))

Details:

Lamb Weston released fiscal Q4 and full-year 2026 results on July 24, 2026, and said full-year net sales rose 2% to $6.612 billion, above the high end of its prior guidance. ([news.lambweston.com](https://news.lambweston.com/news-releases/news-release-details/lamb-weston-announces-q4-and-full-year-fiscal-2026-results?utm_source=openai))

Full-year adjusted EBITDA was $1.147 billion, also above the high end of guidance, which reinforced the view that profitability held up better than expected. ([news.lambweston.com](https://news.lambweston.com/news-releases/news-release-details/lamb-weston-announces-q4-and-full-year-fiscal-2026-results?utm_source=openai))

The company’s fiscal 2027 outlook called for adjusted EPS of $2.95 to $3.25 and adjusted EBITDA of $1.1 billion to $1.2 billion; market summaries showed the EPS range was slightly above the consensus estimate near $2.93. ([marketbeat.com](https://www.marketbeat.com/instant-alerts/lamb-weston-q4-earnings-call-highlights-2026-07-24/?utm_source=openai))

Management highlighted strong North America performance and said it exceeded its first-year cost-savings milestone, while still noting that Middle East disruption and input-cost inflation are weighing on the international business. ([ca.marketscreener.com](https://ca.marketscreener.com/news/lamb-weston-announces-q4-and-full-year-fiscal-2026-results-company-delivered-net-sales-and-adjusted-ce7f51dfdc89fe21?utm_source=openai))

Sources:

Lamb Weston, MarketBeat, MarketScreener

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$LW Insider Trading Activity

$LW 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 Hedge Fund Activity

We have seen 244 institutional investors add shares of $LW stock to their portfolio, and 320 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 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.