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Gates Capital exited Lamb Weston in the fourth quarter, selling off 1,096,923 shares. The quarter-end position value declined by $63.71 million as a result.
The packaged foods industry has broadly declined over the last year with some producers dropping over 20%; dividend yields have expanded to as much as 9.5%. However, a high dividend yield does might not indicate value, profitability, or financial strength. Twenty-three high yield packaged food producers we compared on a matrix of factors including yield, payout ratio, value, growth, profitability, and debt.
Insight into Jana Partners (Trades, Portfolio)' Fourth Quarter 2025 Investment Moves Jana Partners (Trades, Portfolio) recently submitted the 13F filing for th
Liberty One sold 544,473 shares of Lamb Weston; estimated transaction value ~$32.04 million based on quarterly average price. Quarter-end position value in Lamb Weston fell by $38.43 million, reflecting both the sale and price movement.
The London Company Mid Cap portfolio returned 3.2% (3.0% net) during the quarter vs. a 0.2% increase in the Russell Midcap Index. Dollar Tree, Inc. was a top performer after completing the divestiture of the Family Dollar business, removing a long-standing drag on growth. AerCap Holdings shares performed well all year after reporting solid quarterly results as the company owns the largest portfolio of aircraft.
Lamb Weston (NYSE: LW - Get Free Report) and Want Want China (OTCMKTS:WWNTY - Get Free Report) are both mid-cap consumer staples companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, dividends, valuation, earnings, analyst recommendations, risk and institutional ownership. Dividends Lamb Weston pays an
Envestnet Asset Management Inc. decreased its holdings in shares of Lamb Weston (NYSE: LW) by 3.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 768,299 shares of the specialty retailer's stock after selling 23,648 shares during the quarter.
The stocks of these small companies with economic moats look attractive today.
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today that on February 6, 2026, the company granted 317,647 restricted stock units and options covering an aggregate of 1,117,346 shares of the company's common stock (collectively, the “Inducement Awards”) to Jan Craps. The company's Compensation and Human Capital Committee approved the grant of Inducement Awards, made under the Lamb Weston Holdings, Inc. 2026 Inducement Stock Plan, to Mr. Craps as a material induce.
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today two leadership appointments intended to accelerate growth and drive long-term shareholder value. Jan Craps Appointed Executive Chair The Lamb Weston board of directors has appointed Jan Craps executive chair, effective February 6, 2026. Jan brings deep international experience to the newly created role, including more than 20 years with Anheuser-Busch InBev, most recently as the CEO and Co-Chair of Budweiser Br.
Lamb Weston: Turnaround Opportunity As Fast-Food Headwinds Mask Improving Fundamentals
Douglas Lane sold 65,461 shares of Lamb Weston in the fourth quarter; the estimated transaction value was $3.85 million based on quarterly average prices. The quarter-end position value decreased by $23.45 million, reflecting both trading activity and price movement.
Lamb Weston Holdings is upgraded to Buy as North American volumes inflect positively, reversing prior declines. LW's strategic price reset has driven 8% North America volume growth, improving utilization and delivering 15% EBIT growth despite a 7% price/mix decline. Enhanced capital allocation—dividend increase and buybacks—creates a valuation floor, signaling management's confidence in current share levels.
Kerry Group (OTCMKTS:KRYAY - Get Free Report) and Lamb Weston (NYSE: LW - Get Free Report) are both consumer staples companies, but which is the superior business? We will compare the two businesses based on the strength of their analyst recommendations, valuation, institutional ownership, risk, profitability, dividends and earnings. Profitability This table compares Kerry Group and
Lamb Weston (NYSE: LW - Get Free Report) was the recipient of some unusual options trading on Wednesday. Stock investors acquired 15,234 put options on the company. This represents an increase of approximately 278% compared to the average daily volume of 4,033 put options. Lamb Weston Stock Up 1.8% Shares of LW opened at $44.29 on
Shares of Lamb Weston (NYSE: LW - Get Free Report) have received a consensus rating of "Hold" from the fifteen brokerages that are covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, eleven have given a hold rating and three have given a buy rating to the
GWN Securities Inc. cut its position in Lamb Weston (NYSE: LW) by 49.2% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 43,539 shares of the specialty retailer's stock after selling 42,087 shares during the period. GWN Securities
LW plans to close its Munro plant in Argentina, shift Latin America output to Mar del Plata and curb a Netherlands line to cut costs and boost efficiency.
Investors with an appetite for a good comeback story may want to look at consumer staples stocks. With the Consumer Staples Select Sector SPDR Fund NYSEARCA: XLP almost flat in 2025, it would not take much effort to find beaten-down names in the sector.
EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today plans to close its Munro, Argentina plant and consolidate production for the Latin America region to its new, modern facility in Mar del Plata, Argentina. “These actions are part of our broader strategy to improve profitability and enhance operational efficiency across our global manufacturing network. Effectively managing costs across our supply chain is critical to delivering value to customers, while enablin.