Lamb Weston Holdings, Inc.
boothcheck covers Lamb Weston Holdings, Inc. (LW) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
• Lamb Weston is a leading global french-fry supplier whose volume turned positive again, up 7% in the third quarter on customer wins, after two years of capacity-driven volume declines, with the price supported by earnings, relative, and growth methods [Source: Lamb Weston Q3 FY2026 results, April 2026]. • The biggest risk is leverage plus a pricing squeeze: net debt of about $4.1 billion against roughly $1 billion of EBITDA, with the 7% volume gain offset by a 7% price/mix decline and about a
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542 institutional managers reported holding LW in 13F filings for the quarter ended 2026-03-31. Together they hold about 87% of the company; the top 10 hold 49%. 94 opened new positions that quarter. Held by BlackRock, Vanguard Group, T. Rowe Price, among others. On the short side, 7.3M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (6.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
LW has cut its share count 5% over the past five years, spending $737.70M on repurchases. It pays a dividend, and has for 9 years running, raised 8 years straight; the current rate is $1.46 a share annually. Cash returned over the past three years: $535.60M in dividends and $542.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at LW over the trailing three years: 2023: 1 buy totaling $253k; 2024: 4 buys totaling $1.22M; 2025: 1 buy totaling $183k; 2026: 1 buy totaling $2.43M. 30 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
LW's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-26 | -9.7% | -10.2% |
| 2023-10-06 | +3.3% | +8.0% |
| 2024-01-05 | +1.0% | -4.6% |
| 2024-04-05 | -21.1% | +7.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
LW's latest 8-K filings: 2026-07-24 (items 2.02, 9.01); 2026-07-15 (items 5.02, 9.01); 2026-06-04 (items 2.05); 2026-05-26 (items 1.01, 1.02, 2.03, 9.01); 2026-04-01 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.