Q2 2025 Earnings Forecast for Lamb Weston Holdings, Inc. (NYSE:LW) Issued By Zacks Research

Lamb Weston Holdings, Inc. (NYSE:LW) – Equities research analysts at Zacks Research lowered their Q2 2025 earnings per share (EPS) estimates for shares of Lamb Weston in a research note issued to investors on Tuesday, October 15th. Zacks Research analyst R. Department now anticipates that the specialty retailer will post earnings of $1.09 per share for the quarter, down from their prior estimate of $1.20. The consensus estimate for Lamb Weston’s current full-year earnings is $4.26 per share. Zacks Research also issued estimates for Lamb Weston’s Q3 2025 earnings at $1.35 EPS, FY2025 earnings at $4.29 EPS, Q2 2026 earnings at $1.27 EPS, Q3 2026 earnings at $1.49 EPS, Q4 2026 earnings at $1.16 EPS, FY2026 earnings at $4.93 EPS and Q1 2027 earnings at $1.06 EPS.

Lamb Weston (NYSE:LW) last released its quarterly earnings results on Tuesday, October 1st. The specialty retailer reported $0.73 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.72 by $0.01. The business had revenue of $1.65 billion during the quarter, compared to the consensus estimate of $1.55 billion. Lamb Weston had a return on equity of 34.33% and a net margin of 9.57%. The company’s quarterly revenue was down .7% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.63 EPS.

A number of other equities analysts also recently issued reports on LW. Stifel Nicolaus lifted their price target on Lamb Weston from $60.00 to $65.00 and gave the company a “hold” rating in a research note on Thursday, October 3rd. TD Cowen boosted their target price on Lamb Weston from $61.00 to $65.00 and gave the stock a “hold” rating in a research note on Tuesday, September 24th. Consumer Edge downgraded Lamb Weston from an “overweight” rating to an “equal weight” rating in a research note on Friday, July 26th. Citigroup boosted their target price on Lamb Weston from $75.00 to $76.00 and gave the stock a “buy” rating in a research note on Thursday, October 3rd. Finally, Bank of America boosted their target price on Lamb Weston from $66.00 to $68.00 and gave the stock a “neutral” rating in a research note on Tuesday, September 17th. One analyst has rated the stock with a sell rating, five have assigned a hold rating and five have given a buy rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $77.67.

Lamb Weston Price Performance

LW stock opened at $69.75 on Wednesday. The company has a market capitalization of $10.07 billion, a P/E ratio of 9.31, a price-to-earnings-growth ratio of 1.27 and a beta of 0.75. The company has a debt-to-equity ratio of 1.87, a quick ratio of 0.54 and a current ratio of 1.19. Lamb Weston has a 52-week low of $52.99 and a 52-week high of $111.88. The business has a 50-day simple moving average of $64.19 and a two-hundred day simple moving average of $75.24.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. IQ EQ FUND MANAGEMENT IRELAND Ltd increased its holdings in shares of Lamb Weston by 40.0% in the third quarter. IQ EQ FUND MANAGEMENT IRELAND Ltd now owns 58,749 shares of the specialty retailer’s stock worth $3,803,000 after purchasing an additional 16,778 shares during the period. Vontobel Holding Ltd. increased its holdings in shares of Lamb Weston by 19.7% in the third quarter. Vontobel Holding Ltd. now owns 7,208 shares of the specialty retailer’s stock worth $467,000 after purchasing an additional 1,188 shares during the period. NBC Securities Inc. increased its holdings in shares of Lamb Weston by 61.4% in the third quarter. NBC Securities Inc. now owns 4,341 shares of the specialty retailer’s stock worth $281,000 after purchasing an additional 1,652 shares during the period. Douglas Lane & Associates LLC increased its holdings in shares of Lamb Weston by 32.0% in the third quarter. Douglas Lane & Associates LLC now owns 1,109,375 shares of the specialty retailer’s stock worth $71,821,000 after purchasing an additional 269,209 shares during the period. Finally, CVA Family Office LLC increased its holdings in shares of Lamb Weston by 143.8% in the third quarter. CVA Family Office LLC now owns 573 shares of the specialty retailer’s stock worth $37,000 after purchasing an additional 338 shares during the period. Institutional investors own 89.56% of the company’s stock.

Insider Activity at Lamb Weston

In other Lamb Weston news, Director William G. Jurgensen bought 10,000 shares of the stock in a transaction on Friday, July 26th. The shares were acquired at an average price of $55.43 per share, with a total value of $554,300.00. Following the acquisition, the director now directly owns 173,377 shares of the company’s stock, valued at $9,610,287.11. The trade was a 0.00 % increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 1.66% of the stock is owned by company insiders.

Lamb Weston Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 29th. Investors of record on Friday, November 1st will be paid a $0.36 dividend. The ex-dividend date of this dividend is Friday, November 1st. This represents a $1.44 annualized dividend and a yield of 2.06%. Lamb Weston’s payout ratio is 19.23%.

About Lamb Weston

Lamb Weston Holdings, Inc produces, distributes, and markets frozen potato products worldwide. The company operates through four segments: Global, Foodservice, Retail, and Other. It offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels.