Get emailed when LW changes direction
Mkt Cap $6B
P/E 21.6 fwd 15.3
52wk $37.62 - $67.07
2h ago
Insider buying: $17,781,102 bought by 29 insiders (30d)
Factor divergence:
DIVERGENCE: insider_activity bullish vs estimate_revisions, analyst_revisions, options_sentiment bea
Est. revisions:
-3.8%
(3 up, 4 down in 30d)
Factor Model (net -0.6)
Factor Model
net -0.6 3.0 / 10
Est. Revisions
-0.2
Insider Activity
+0.5
Momentum
+0.0
Analyst Rev.
-0.3
Narrative Gap
+0.0
JANA Partners Buys $16M LW Shares
Watch: Focus on Lamb Weston's upcoming quarterly earnings for signs of margin recovery and volume-price mix improvement to sustain insider optimism.
JANA Partners acquired 386,000 Lamb Weston (LW) shares worth $16.07M between April 7-15, 2026, crossing 10% beneficial ownership. Six insiders also increased stakes, totaling over $17.7M in buys. This insider cluster contrasts with recent analyst EPS estimate cuts amid decelerating revenue growth and margin pressures.
Heavy insider buying indicates confidence in Lamb Weston's near-term turnaround despite recent top-line and margin challenges, signaling potential value creation ahead.
Evidence
3h ago
Every consumer staples name I screened this month has insider buying. Here are the 3 beaten-down food plays smart money keeps stacking.
reddit-investing
4d ago
Insider buy by JANA PARTNERS MANAGEMENT, L.P. (LW): $6,371,500
7d ago
Insider buy by JANA PARTNERS MANAGEMENT, L.P. (LW): $9,702,040
7d ago
Insider buy by PRESTAGE NORMAN (LW): $103,500
7d ago
Insider buy by BENSEN PETER J (LW): $197,225
7d ago
Insider buy by NIBLOCK ROBERT A (LW): $182,819
7d ago
Insider buy by JURGENSEN WILLIAM GERALD (LW): $316,350
7d ago
Insider buy by BLIXT CHARLES A (LW): $75,901
6 older signals
7d ago
Insider buy by JURGENSEN WILLIAM GERALD (LW): $554,291
7d ago
Insider buy by NIBLOCK ROBERT A (LW): $277,476
Fundamentals & Data ▾
Lamb Weston Holdings, Inc.
Consumer Defensive · Packaged Foods
Mkt Cap
$6B
P/E
21.6 fwd 15.3
Beta
0.48
Div Yield
339.00%
52w Range
$37.62 - $67.07
Short Interest
6.9M 5.74%
Days to Cover
1.6 +0%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+8.8%
Insiders
buying
3B / 0S
EPS Estimate
$0.62
-3.8% 30d
3up / 4dn
Est. Dispersion
25%
9 analysts
Analyst Target
$46
$40 - $65
Options P/C
1.68
Insider Cluster
strong buy
6B / 1S
Fund Convergence
strong
Citadel, Renaissance, Bridgewater
Financials
Revenue
$1.6B +3% YoY
FCF
$-36M
Gross Margin
21%
Op Margin
11%
Momentum:
decelerating
Top Holders
Citadel
$39M
Renaissance
$3M
Bridgewater
Recent Filings & Data
insider trade
72
net buying
· $99,973 sold
· $17,781,102 bought
29 insiders · 72 transactions (30d)
Recent transactions
JANA PARTNERS MANAGEMENT, L.P. · buy · $9,702,040
PRESTAGE NORMAN · buy · $103,500
BENSEN PETER J · buy · $197,225
SMITH MICHAEL JARED · award
YOUNES STEVEN J · award
SCHROEDER MARC · award
WILKS SYLVIA · award
CROWLEY MICHAEL CHRISTOPHER · award
HESELTON BENJAMIN · award
SPYTEK ERYK J · award
KIMMELSHUE RUTH S · award
COVIELLO ROBERT · award
JONES GREGORY W · sell · $99,973
JANA PARTNERS MANAGEMENT, L.P. · award
PRESTAGE NORMAN · award
MCLEVISH TIMOTHY R · award
MODDELMOG HALA G · award
HAWAUX ANDRE J · award
KURZIUS LAWRENCE ERIK · award
BENSEN PETER J · award
ALFORD BRADLEY A · award
MAASS PAUL T · award
SMITH MICHAEL JARED · award
KIMMELSHUE RUTH S · award
JONES GREGORY W · award
YOUNES STEVEN J · award
SCHROEDER MARC · award
JANA PARTNERS MANAGEMENT, L.P. · award
WILKS SYLVIA · award
CROWLEY MICHAEL CHRISTOPHER · award
HESELTON BENJAMIN · award
MCLEVISH TIMOTHY R · award
KURZIUS LAWRENCE ERIK · award
SPYTEK ERYK J · award
ALFORD BRADLEY A · award
MAASS PAUL T · award
MADARIETA BERNADETTE M · award
SMITH MICHAEL JARED · award
JONES GREGORY W · award
YOUNES STEVEN J · award
CROWLEY MICHAEL CHRISTOPHER · award
SPYTEK ERYK J · award
MADARIETA BERNADETTE M · award
HESELTON BENJAMIN · award
NIBLOCK ROBERT A · buy · $182,819
JURGENSEN WILLIAM GERALD · buy · $316,350
BLIXT CHARLES A · buy · $75,901
WERNER THOMAS P · other
COVIELLO ROBERT · award
FISHER RITA MARTHA · award
PRESTAGE NORMAN · award
JURGENSEN WILLIAM GERALD · award
SHARPE MARIA RENNA · award
NIBLOCK ROBERT A · award
BLIXT CHARLES A · award
MODDELMOG HALA G · award
HAWAUX ANDRE J · award
BENSEN PETER J · award
WILKS SYLVIA · award
SMITH MICHAEL JARED · award
JONES GREGORY W · award
YOUNES STEVEN J · award
SCHROEDER MARC · award
RAJAGOPALAN SUKSHMA · award
JURGENSEN WILLIAM GERALD · buy · $554,291
NIBLOCK ROBERT A · buy · $277,476
SPYTEK ERYK J · award
MADARIETA BERNADETTE M · award
WERNER THOMAS P · award
MILLER SHARON L · award
GRAY JAMES D. · award
JANA PARTNERS MANAGEMENT, L.P. · buy · $6,371,500
14 signals · latest 3h ago
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