Deutsche Bank AG and the Swiss National Bank have cut their stakes in Lamb Weston Holdings while other institutions like Charles Schwab Investment Management Inc., Invesco Ltd., Vanguard Group Inc., Aigen Investment Management LP and Citigroup Inc. have increased their positions. The company declared a quarterly dividend and reports suggest that Lamb Weston's strategic moves and innovations could drive growth up to 2025, despite the stock seeing varied analyst opinions. Lamb Weston also announced positive Q3 and Q4 earnings and forecasts for 2026, with sales rising 4% year-on-year. However, some point to a strained balance sheet and indicate potential issues with capital allocation. Interestingly, Lamb Weston's stock soared despite these considerations, leading some to suggest it could be the next food stock takeover target. Despite reports highlighting current underperformance, there is speculation about a comeback as volumes recover, and cost initiatives gain traction. The company exhibited an impressive return on equity (ROE) of 21%. Critical moves include a $250M savings plan launched as part of a significant transformation and the appointment of six new independent directors. Lamb Weston also published a new global sustainability report.
Lamb Weston Holdings LW News Analytics from Fri, 20 Dec 2024 08:00:00 GMT to Sun, 17 Aug 2025 00:18:45 GMT -
Rating -1
- Innovation 2
- Information 6
- Rumor -5
