Many notable investment bodies have recently bought and sold stakes in Lamb Weston Holdings (LW). Appian Way Asset Management and Freestone Grove Partners have initiated new positions, while entities like Price T Rowe Associates and First Trust Advisors have substantially increased their holdings. However, Leith Wheeler Investment Counsel and Dark Forest Capital have recently decreased their position, with similarly notable sales from Stifel Financial and Canada Life Assurance.
The company's recent quarterly dividend announcement and potential for recovery have attracted interest. Yet, criticism arose due to the company's capital allocation and debt use. Some investors show hesitation, evident from the major insider share sales worth $6.6 million. JANA Partners has also demanded major changes following disappointing results.
Questions over its competitiveness persist, with the company considering lowering prices to regain market share. As its stock price hit a 52-week low, analysts rated LW a 'Hold'. The stock has underperformed compared to its peers, triggering a management overhaul amid investor pressure. However, Q3 2025 earnings showed strong volume growth, prompting Raymond James to set a $75 target for the stock.
Lamb Weston Holdings LW News Analytics from Thu, 26 Sep 2024 07:00:00 GMT to Sat, 03 May 2025 11:39:31 GMT - Rating -3 - Innovation 0 - Information 5 - Rumor -6
