LW Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $43.60
Market Cap (MRQ) $5.99B
P/E (TTM) 21.0
EPS (TTM) $2.08
Revenue (TTM) $6.61B
Div Yield 3.5%
ROE (TTM) 16.3%
Debt/Equity 0.1
52W Range $38–$67

LW Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

About Lamb Weston Holdings, Inc. Common Stock Company overview from Wikipedia

05 · wikidata

Lamb Weston Holdings, Inc. is an American food processing company that is one of the world's largest producers and processors of frozen french fries, waffle fries, and other frozen potato products. It is headquartered in Eagle, Idaho, a suburb of Boise.

History

The company was founded in 1950 by Gilbert Lamb in a former co-op plant in Weston, Oregon. In 1988, it was acquired by ConAgra Foods and moved corporate offices from Tigard, Oregon, to Kennewick, Washington. In November 2016, ConAgra spun off the company to its shareholders. In October 2019, Lamb Weston formed the joint venture, Lamb Weston Alimentos Modernos S.A., with Sociedad Comercial del Plata.

In September 2022, the Oregon Department of Environmental Quality (DEQ) fined Lamb Weston $127,000 for 90 violations of the company's wastewater discharge permit between 2015 and 2021, which included the company dumping more than 220 tons of excess nitrogen above an already contaminated aquifer. In 2024, Lamb Weston reached a settlement with the DEQ; the company would pay a $143,400 fine as well as evaluate ways to reduce wastewater, conduct soil sampling and monitor well water.

In September 2023, it was announced Lamb Weston had acquired the Campbellfield, Victoria-headquartered Australian food manufacturer, Crackerjack Foods. The company will join the Lamb Weston Oceania subsidiary.

On November 15, 2024, a class action lawsuit was filed against Lamb Weston along with multiple other companies alleging that they are colluding together to hike prices of potato products in a coordinated way.

Subsidiaries

Lamb Weston Holdings has subsidiaries in Europe, Asia and South America.

Companies

China - Lamb Weston - Shanghai, two processing plants

China - TaiMei Potato Industry

Europe - Lamb Weston / Meijer: the former joint venture is now fully owned by Lamb Weston. six processing plants in the Netherlands, United Kingdom and Austria

United States - Alexia Foods

Canada - Lamb Weston Canada ULC

Chile - Unisur Alimentos Ltda

Argentina - Lamb Weston Alimentos Modernos S.A.

Processing plants

Lamb Weston

American Falls (Idaho)

Boardman East (Oregon)

Boardman West (Oregon)

Connell (Washington)

Delhi (Louisiana)

Hallam (Australia)

Hermiston (Oregon)

Pasco (Washington)

Paterson (Washington)

Lamb Weston RDO Frozen - Park Rapids (Minnesota)

Quincy (Washington)

Richland (Washington)

Shangdu (China)

Taber (Canada)

Twin Falls (Idaho)

Warden (Washington)

Lamb Weston/Meijer (1994-2022)

Bergen op Zoom (the Netherlands)

Frisch & Frost, Hollabrunn (Austria)

Kruiningen (the Netherlands)

Broekhuizenvorst (the Netherlands)

Lipetsk (Russia)

Oosterbierum (the Netherlands)

Wisbech (the United Kingdom)

In 2022, Lamb Weston / Meijer sold its Russian plant to local shareholders and later Meijer Beheer B.V. sold his share of ownership to Lamb Weston Holdings Inc.

Lamb Weston Alimentos Modernos S.A.

Munro (Argentina)

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorConsumer Staples industryFood Products employees10,000 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$6.61B
2017-05-28 → 2026-05-31
EPS$2.08
2017-05-28 → 2026-05-31
Free Cash Flow$540M
2017-05-28 → 2026-05-31
Net margin4.4%
2017-05-28 → 2026-05-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend LW 5Y avg Peer Median Verdict
P/E (TTM) 21.05Y avg ≈24.8 ≈24.8 · ·
P/S (TTM) 0.95Y avg ≈1.9 ≈1.9 · ·
P/B (MRQ) 3.35Y avg ≈10.6 ≈10.6 · ·
EV / EBITDA 6.35Y avg ≈9.2 ≈9.2 · ·
Price / FCF (TTM) 11.15Y avg ≈33.7 ≈33.7 · ·
Price / Cash Flow (TTM) 6.45Y avg ≈15.0 ≈15.0 · ·
EV / Revenue 0.95Y avg ≈1.8 ≈1.8 · ·
EV / FCF 11.45Y avg ≈22.6 ≈22.6 · ·
Price / Tangible Book (MRQ) 3.55Y avg ≈243.6 ≈243.6 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield3.5%
Payout Ratio71.5%
Annualized Payout≈$1.52Paid quarterly
5Y Div CAGR≈10.0%Per share, split-adjusted
Growth Streak≈7Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 7, 2026$0.38USD≈2.9%
May 8, 2026$0.38USD≈3.6%
Jan 30, 2026$0.38USD≈3.2%
Oct 31, 2025$0.37USD≈2.4%
Aug 1, 2025$0.37USD≈2.6%
May 2, 2025$0.37USD≈2.8%
Jan 31, 2025$0.37USD≈2.4%
Nov 1, 2024$0.36USD≈1.9%
Aug 2, 2024$0.36USD≈2.4%
May 2, 2024$0.36USD≈1.5%
Feb 1, 2024$0.36USD≈1.1%
Nov 2, 2023$0.28USD≈1.2%
Aug 3, 2023$0.28USD≈1.1%
May 4, 2023$0.28USD≈0.94%
Feb 2, 2023$0.28USD≈1.0%
Nov 3, 2022$0.25USD≈1.2%
Aug 4, 2022$0.25USD≈1.2%
May 5, 2022$0.25USD≈1.5%
Feb 3, 2022$0.25USD≈1.5%
Nov 4, 2021$0.24USD≈1.7%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 23.1%
Next Report Oct 06, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 $0.87 $0.64 35.0%
March 31, 2026 $0.72 $0.63 14.1%
Dec. 31, 2025 $0.69 $0.67 3.0%
Sept. 30, 2025 $0.74 $0.57 29.9%
June 30, 2025 $0.87 $0.65 33.3%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 14
Metric Trend 202620252024202320222021202020192018201720162015
Revenue $6.61B$6.45B$6.47B$5.35B$4.10B$3.67B$3.79B$3.76B$3.42B$3.17B$2.99B$2.92B
Cost of Revenue $5.25B$5.05B$4.70B$3.92B$3.27B$2.84B$2.90B$2.75B$2.54B$2.39B$2.33B$2.34B
Gross Profit $1.36B$1.40B$1.77B$1.43B$832M$832M$895M$1.00B$880M$779M$662M$587M
R&D Expense $19M$22M$26M$17M$16M$13M$15M$15M$14M$11M$7M$7M
SG&A Expense $665M$634M$701M$550M$388M$357M$338M$335M$299M$260M$288M$206M
Operating Income $591M$665M$1.07B$882M$444M$475M$557M$668M$580M$518M$373M$381M
Pretax Income $418M$500M$956M$1.23B$273M$408M$478M$621M$555M$510M$439M$418M
Income Tax $128M$143M$230M$225M$72M$90M$112M$134M$121M$170M$144M$140M
Net Income $290M$357M$726M$1.01B$201M$318M$366M$479M$417M$327M$285M$268M
EPS (Basic) $2.09$2.51$5.01$6.98$1.38$2.17$2.50$3.19$2.83$2.22$1.92$1.83
EPS (Diluted) $2.08$2.50$4.98$6.95$1.38$2.16$2.49$3.18$2.82$2.22$1.92$1.83
Shares (Basic) 138,900,000142,200,000144,900,000144,500,000145,500,000146,400,000146,200,000146,500,000146,300,000146,100,000146,000,000146,000,000
Shares (Diluted) 139,100,000142,700,000145,600,000145,200,000145,900,000147,100,000147,100,000147,300,000147,000,000146,600,000146,000,000146,000,000
EBITDA $988M$1.07B$1.37B$1.10B$636M$664M$741M$831M$723M$627M··
Balance Sheet 30
Metric Trend 202620252024202320222021202020192018201720162015
Cash & Equivalents $68M$71M$71M$305M$525M$784M$1.36B$12M$56M$57M$36M$31M
Receivables $779M$782M$744M$724M$447M$367M$342M$340M$226M$185M$186M·
Inventory $968M$1.04B$1.14B$932M$574M$514M$487M$498M$550M$525M$499M·
Prepaid Expense $199M$145M$136M$166M$113M$118M$110M$111M$99M$91M$58M·
Current Assets $2.01B$2.03B$2.09B$2.13B$1.66B$1.78B$2.30B$962M$930M$858M$780M·
PP&E (Net) ·······$1.60B$1.42B$1.27B$1.04B·
PP&E (Gross) ·······$2.87B$2.58B$2.35B$2.03B·
Accum. Depreciation ·······$1.28B$1.16B$1.08B$991M·
Goodwill $1.13B$1.09B$1.06B$1.04B$318M$334M$304M$206M$135M$133M$134M·
Intangibles $108M$114M$105M$110M$34M$37M$38M$38M$35M$37M$40M·
Other Non-current Assets $326M$355M$396M$288M$173M$80M$65M$21M$11M$7M$6M·
Total Assets $7.38B$7.39B$7.37B$6.52B$4.14B$4.21B$4.66B$3.05B$2.75B$2.49B$2.16B·
Accounts Payable $613M$616M$834M$637M$403M$359M$244M$289M$254M$295M$238M·
Accrued Liabilities $482M$411M$408M$510M$264M$227M$233M$217M$216M$200M$133M·
Short-term Debt $249M$371M$326M$161M··$499M$8M$10M$22M$25M·
Current Liabilities $1.42B$1.48B$1.62B$1.36B$699M$618M$1.02B$553M$519M$555M$410M·
Capital Leases $94M$99M$115M$128M$105M$120M$145M$75M····
Deferred Tax $298M$254M$256M$252M$172M$160M$152M$126M$92M$90M$144M·
Other Non-current Liabilities $247M$243M$258M$248M$212M$246M$252M$94M$84M$71M$52M·
Total Liabilities ··········$301M·
Long-term Debt $3.68B$3.77B$3.84B·········
Total Debt $249M$371M$326M$161M··$499M$8M$10M$22M··
Common Stock $152M$151M$151M$150M$148M$148M$147M$147M$146M$146M··
Paid-in Capital ·········$-905M··
Retained Earnings $2.93B$2.85B$2.70B$2.16B$1.31B$1.24B$1.06B$804M$426M$121M··
Treasury Stock $962M$838M$541M$314M$264M$104M$68M$39M$3M$200.0K··
AOCI $132M$54M$-13M$-27M$-16M$30M$-40M$-25M$-4M$-9M$-9M$-5M
Stockholders' Equity $1.82B$1.74B$1.79B$1.41B$360M$481M$240M$-5M$-335M$-647M$1.40B$1.36B
Liabilities + Equity $7.38B$7.39B$7.37B$6.52B$4.14B$4.21B$4.66B$3.05B$2.75B$2.49B$2.16B·
Shares Outstanding 137,455,441139,237,760143,666,656145,665,683144,071,428146,191,864146,038,893146,069,033146,332,332146,080,901··
Cash Flow 16
Metric Trend 202620252024202320222021202020192018201720162015
D&A $397M$375M$307M$223M$192M$188M$182M$162M$143M$109M$96M$96M
Stock-based Comp $46M$40M$47M$38M$21M$21M$23M$19M$14M$6M$3M$7M
Deferred Tax $41M$400.0K$-1M$400.0K$14M$4M$20M$38M$-4M$15M$21M$24M
Amort. of Intangibles ···$7M$6M$5M$2M$2M$2M$2M$2M$3M
Restructuring $104M$100M$0$0········
Other Non-cash $169M$64M$-280M$-509M$-10M$22M$-19M$-16M$-90M$-19M··
Operating Cash Flow $943M$868M$798M$762M$419M$553M$574M$681M$481M$447M$382M$354M
CapEx $403M$638M$930M$654M$290M$147M$168M$334M$307M$287M$152M$115M
Investing Cash Flow $-380M$-648M$-984M$-1.34B$-310M$-162M$-346M$-423M$-307M$-285M$-144M$-171M
Debt Issued ····$1.68B·$1.12B·····
Net Debt Issued ····$1.68B·······
Dividends Paid $208M$207M$174M$146M$138M$135M$121M$113M$110M$27M··
Financing Cash Flow $-569M$-225M$-48M$341M$-363M$-974M$1.12B$-300M$-179M$-142M$-233M$-178M
Net Change in Cash $-2M$-700.0K$-233M$-220M$-258M$-580M$1.35B$-43M$-2M$21M$6M$4M
Taxes Paid $119M$150M$189M$226M$44M$84M$82M$103M$107M$170M$125M$115M
Free Cash Flow $540M$230M$-131M$108M$128M$406M$406M$347M$174M$160M··
Profitability 8
Metric Trend 202620252024202320222021202020192018201720162015
Gross Margin 20.6%21.7%27.3%26.8%20.3%22.7%23.6%26.7%25.7%24.8%··
Operating Margin 8.9%10.3%16.5%16.5%10.8%12.9%14.7%17.8%16.9%16.4%··
Net Margin 4.4%5.5%11.2%18.9%4.9%8.7%9.7%12.7%12.2%10.3%··
Pretax Margin 6.3%7.8%14.8%23.1%6.7%11.1%12.6%16.5%16.2%16.1%··
EBITDA Margin 14.9%16.6%21.2%20.6%15.5%18.1%19.5%22.1%21.1%19.8%··
ROA 3.9%4.8%10.4%18.9%4.8%7.2%9.5%16.5%15.9%14.1%··
ROE 16.2%21.2%40.9%94.9%53.4%68.2%143.4%-1574.3%-114.7%86.8%··
ROIC 19.8%22.5%38.3%45.9%90.8%76.9%57.7%13804.1%-139.4%-55.3%··
Liquidity & Solvency 3
Metric Trend 202620252024202320222021202020192018201720162015
Current Ratio 1.41.41.31.62.42.92.21.71.81.5··
Quick Ratio 0.60.60.50.81.41.91.70.60.50.4··
Debt / Equity 0.10.20.20.1··2.1-1.8-0.0-0.0··
Efficiency 3
Metric Trend 202620252024202320222021202020192018201720162015
Asset Turnover 0.90.90.91.01.00.81.01.31.31.4··
Inventory Turnover 5.24.64.55.26.05.75.95.34.74.7··
Receivables Turnover 8.58.58.89.110.110.411.113.316.717.0··
Per Share 6
Metric Trend 202620252024202320222021202020192018201720162015
Book Value / Share $13.28$12.48$12.44$9.69$2.50$3.29$1.64$-0.03$-2.29$-4.43··
Revenue / Share $47.54$45.21$44.42$36.85$28.09$24.96$25.78$25.50$23.29$21.61··
Cash Flow / Share $6.78$6.08$5.48$5.25$2.87$3.76$3.90$4.62$3.27$3.05··
Cash / Share $0.50$0.51$0.50$2.09$3.64$5.36$9.34$0.08$0.38$0.39··
Dividend / Share $1.50$1.46$1.28$1.05$0.96$0.93$0.86$0.78$0.76$0.38$0.00·
EPS (TTM) $2.08$2.50$4.98$6.95$1.38$2.16$2.49$3.18$2.82$2.22··
Growth Rates 10
Metric Trend 202620252024202320222021202020192018201720162015
Revenue YoY 2.5%-0.25%20.9%30.5%11.7%-3.2%······
Revenue CAGR 3Y 7.3%16.3%20.8%12.2%········
Revenue CAGR 5Y 12.5%11.2%··········
EPS YoY -16.8%-49.8%-28.3%403.6%-36.1%-13.2%······
EPS CAGR 3Y -33.1%21.9%32.1%40.8%········
EPS CAGR 5Y -0.75%0.08%··········
Net Income YoY -18.8%-50.8%-28.1%402.2%-36.8%-13.2%······
Net Income CAGR 3Y -34.0%21.1%31.7%40.2%········
Net Income CAGR 5Y -1.8%-0.48%··········
Dividends Paid CAGR 5Y 8.9%11.3%··········
Valuation (TTM) 17
Metric Trend 202620252024202320222021202020192018201720162015
Revenue TTM $6.61B$6.45B$6.47B$5.35B$4.10B$3.67B$3.79B$3.76B$3.42B$3.17B··
Net Income TTM $290M$357M$726M$1.01B$201M$318M$366M$479M$417M$327M··
Market Cap $5.94B$7.04B$12.82B$15.94B$9.80B$12.06B$8.77B$9.08B$9.58B$6.67B··
Enterprise Value $6.12B$7.34B$13.07B$15.80B··$7.91B$9.07B$9.53B$6.63B··
P/E 20.820.217.915.749.338.224.119.523.220.6··
P/S 0.91.12.03.02.43.32.32.42.82.1··
P/B 3.34.17.211.327.225.136.5-1972.9-28.6-10.3··
P / Tangible Book 10.113.220.661.21113.1110.4······
P / Cash Flow 6.38.116.120.923.421.815.313.319.914.9··
P / FCF 11.030.6-97.6148.076.529.721.626.254.941.8··
EV / EBITDA 6.26.89.514.3··10.710.913.210.6··
EV / FCF 11.331.9-99.6146.7··19.526.254.741.6··
EV / Revenue 0.91.12.03.0··2.12.42.82.1··
Dividend Yield 3.5%2.9%1.4%0.92%1.4%1.1%1.4%1.2%1.1%0.41%··
Earnings Yield 4.8%4.9%5.6%6.3%2.0%2.6%4.2%5.1%4.3%4.9%··
Payout Ratio 71.5%57.9%24.0%14.5%68.9%42.6%33.1%23.7%26.4%8.4%··
Annual Payout $208M$207M$174M$146M$138M$135M$121M$113M$110M$27M··

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2026-05-312025-05-252024-05-262023-05-282022-05-29
Revenue $6.61B $6.45B $6.47B $5.35B $4.10B
Gross Margin % 20.6% 21.7% 27.3% 26.8% 20.3%
Operating Margin % 8.9% 10.3% 16.5% 16.5% 10.8%
Net Income $290M $357M $726M $1.01B $201M
Diluted EPS $2.08 $2.50 $4.98 $6.95 $1.38

Institutional owners (13F) 628 filers · $6.1B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 628
Value held $6.1B
New positions 73
Exited positions 76
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
73 (-48 vs prior Q) 76 (-70 vs prior Q) 191 (+17 vs prior Q) 205 (0 vs prior Q) -399K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $730,276,344 16,912,375 11.99% Shares
VANGUARD GROUP INC $698,691,814 16,679,203 11.48% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $347,125,790 8,039,041 5.70% Shares
JPMORGAN CHASE & CO $314,104,840 7,114,830 5.16% Shares
VANGUARD CAPITAL MANAGEMENT LLC $258,885,129 5,995,487 4.25% Shares
Starboard Value LP $247,593,343 5,733,982 4.07% Shares
JANA Partners Management, LP $232,940,339 5,394,635 3.83% Shares
AQR CAPITAL MANAGEMENT LLC $212,752,444 4,927,106 3.49% Shares
STATE STREET CORP $210,271,228 4,869,644 3.45% Shares
FMR LLC $165,039,294 3,822,123 2.71% Shares
CONTINENTAL GRAIN CO $154,112,874 3,569,080 2.53% Shares
DIMENSIONAL FUND ADVISORS LP $144,490,527 3,345,828 2.37% Shares
NORGES BANK $106,053,966 2,456,090 1.74% Shares
GEODE CAPITAL MANAGEMENT, LLC $101,168,106 2,342,274 1.66% Shares
Brookfield Corp /ON/ $96,132,109 2,226,311 1.58% Shares
Douglas Lane & Associates, LLC $72,644,105 1,682,355 1.19% Shares
MORGAN STANLEY $67,500,844 1,563,242 1.11% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $65,489,000 1,516,642 1.08% Shares
GOLDMAN SACHS GROUP INC $65,274,838 1,511,691 1.07% Shares
JUPITER ASSET MANAGEMENT LTD $53,734,833 1,244,438 0.88% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $53,145,814 1,230,797 0.87% Shares
PRINCIPAL FINANCIAL GROUP INC $52,422,939 1,214,056 0.86% Shares
Bank of New York Mellon Corp $51,520,955 1,193,167 0.85% Shares
ROYAL LONDON ASSET MANAGEMENT LTD $46,486,680 1,076,579 0.76% Shares
NORTHERN TRUST CORP $43,121,493 998,645 0.71% Shares
BRANDES INVESTMENT PARTNERS, LP $41,592,574 963,237 0.68% Shares
UBS Group AG $39,820,337 922,194 0.65% Shares
VANGUARD FIDUCIARY TRUST CO $37,484,644 868,102 0.62% Shares
BARCLAYS PLC $34,543,568 799,990 0.57% Shares
Clarkston Capital Partners, LLC $34,176,106 791,480 0.56% Shares
Swedbank AB $33,680,400 780,000 0.55% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $31,996,380 741,000 0.53% Put option
WELLS FARGO & COMPANY/MN $31,436,366 728,031 0.52% Shares
Ion Asset Management Ltd. $30,486,482 524,905 0.50% Shares
Gotham Asset Management, LLC $29,434,597 681,672 0.48% Shares
AMERICAN CENTURY COMPANIES INC $25,110,077 581,521 0.41% Shares
BNP PARIBAS FINANCIAL MARKETS $25,026,221 579,579 0.41% Shares
FIRST TRUST ADVISORS LP $23,777,766 550,666 0.39% Shares
STALEY CAPITAL ADVISERS INC $21,733,789 503,330 0.36% Shares
LONDON CO OF VIRGINIA $20,489,612 474,139 0.34% Shares
Public Sector Pension Investment Board $20,483,340 474,371 0.34% Shares
Invesco Ltd. $20,335,750 470,953 0.33% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $19,918,934 461,300 0.33% Call option
JANUS HENDERSON GROUP PLC $18,408,921 435,618 0.30% Shares
AMERIPRISE FINANCIAL INC $18,004,325 416,960 0.30% Shares
Nuveen, LLC $17,960,313 415,941 0.29% Shares
Alberta Investment Management Corp $16,978,376 393,200 0.28% Shares
JACOBS LEVY EQUITY MANAGEMENT, INC $16,805,397 389,194 0.28% Shares
Cerity Partners LLC $16,580,321 383,982 0.27% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $15,333,779 355,113 0.25% Shares

Show all 628 institutional owners →

Activists & 5%+ owners 3 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
CONTINENTAL GRAIN CO, FRIBOURG PAUL J, GENDASON ARI DAVID, ZIMMERMAN MICHAEL J, FRIBOURG CHARLES ×9 filings July 1, 2025 1.50% Amendment Board campaign SEC
JANA PARTNERS MANAGEMENT, LP ×10 filings July 1, 2025 4.90% Amendment Board campaign SEC
Continental Grain Company, Paul J. Fribourg, Ari D. Gendason Oct. 18, 2024 · Initial filing Passive investment SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 40 insiders · 20 officers · 18 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Michael Jared Smith President and CEO Aug. 4, 2026 F 178,423 0 0 $0
Thomas P. Werner PRESIDENT AND CEO Dec. 18, 2024 F 85,005 0 0 $0
James D Gray Chief Financial Officer July 28, 2026 A 101,444 3 0 $608,981
Bernadette M Madarieta CHIEF FINANCIAL OFFICER Aug. 5, 2025 F 37,995 0 0 $0
Robert Mcnutt Senior Vice President and CFO July 27, 2021 F 54,661 0 0 $0
Michael Christopher Crowley President, North America Aug. 4, 2026 F 32,257 0 0 $0
Marc Schroeder PRESIDENT, INTERNATIONAL Aug. 4, 2026 F 44,110 0 0 $0
Sharon L. Miller PRESIDENT, NORTH AMERICA Dec. 18, 2024 F 52,059 0 0 $0
Sylvia Wilks Chief Supply Chain Officer Aug. 4, 2026 F 42,403 0 0 $0
Steven J Younes CHIEF HUMAN RESOURCES OFFICER Aug. 4, 2026 F 44,855 0 0 $0
Gregory W Jones VP AND CONTROLLER Aug. 4, 2026 F 11,859 0 0 $0
Jan Eli B Craps Executive Chair July 28, 2026 A 689,169 1 0 $2,432,500
Amit Philip Chief Strategy/Tech Officer July 28, 2026 A 38,686 0 0 $0
Benjamin Heselton Chief Information Officer Feb. 6, 2026 A 13,844 0 0 $0
Sukshma Rajagopalan CHIEF INFO AND DIGITAL OFFICER Aug. 6, 2024 F 17,911 0 0 $0
Gerardo Scheufler CHIEF SUPPLY CHAIN OFFICER July 30, 2023 F 23,032 0 0 $0
John C Hatto SENIOR VICE PRESIDENT Jan. 6, 2022 S 13,907 0 0 $0
Micheline C Carter Chief Human Resources Officer July 27, 2021 F 23,558 0 0 $0
Richard Allan Martin SVP, Chief Supply Chain Off July 22, 2019 A 70,170 0 0 $0
Rodney W. Hepponstall Senior Vice President Dec. 1, 2017 A 32,870 0 0 $0
JANA Partners Management, LP Director April 15, 2026 P 5,398,980 4 0 $16,073,540
Norman Prestage Director April 7, 2026 P 9,482 1 0 $103,500
Robert Coviello Director Oct. 2, 2025 A 17,991 0 0 $0
Ruth Kimmelshue Director Oct. 2, 2025 A 5,461 0 0 $0
Paul T Maass Director Oct. 2, 2025 A 5,461 0 0 $0
Bradley Alford Director Oct. 2, 2025 A 6,977 0 0 $0
Timothy R. McLevish Director Oct. 2, 2025 A 55,961 0 0 $0
Hala G Moddelmog Director Oct. 2, 2025 A 23,568 0 0 $0
Robert A Niblock Director Jan. 13, 2025 P 26,406 0 0 $0
William G Jurgensen Director Dec. 23, 2024 P 181,250 0 0 $0
Charles A Blixt Director Dec. 23, 2024 P 22,982 0 0 $0
Rita Fisher Director Oct. 4, 2024 A 4,925 0 0 $0
Maria Renna Sharpe Director Oct. 4, 2024 A 21,478 0 0 $0
Thomas P. Maurer Director Oct. 13, 2023 A 26,522 0 0 $0
Andrew J Schindler Director Oct. 4, 2018 A 8,589 0 0 $0
Eryk J Spytek · Aug. 4, 2026 F 32,174 0 0 $0
Peter J Bensen · April 6, 2026 P 17,204 1 0 $197,200
Lawrence E. Kurzius · Oct. 2, 2025 A 5,461 0 0 $0
Andre J Hawaux · Oct. 2, 2025 A 44,532 0 0 $0
CONAGRA FOODS INC /DE/ · Nov. 9, 2016 J 0 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 73 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PSCC · Invesco Exchange-Traded Fund Trust … 8.75% 69,914 SH Oct. 2, 2026 Daily
FXG · First Trust Exchange-Traded AlphaDE… 2.97% 129,621 NS July 31, 2026 N-PORT
FDIV · EA Series Trust 2.31% 25,760 NS July 31, 2026 N-PORT
CVAR · ETF Opportunities Trust 1.71% 13,989 NS July 31, 2026 N-PORT
KEAT · EA Series Trust 1.65% 37,520 NS July 31, 2026 N-PORT
PSL · Invesco Exchange-Traded Fund Trust 1.30% 24,338 SH Oct. 2, 2026 Daily
VEGI · iShares, Inc. 1.09% 39,896 SH Sept. 11, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS 0.64% 292,981 SH Aug. 19, 2026 Daily
NUSC · Nushares ETF Trust 0.52% 126,579 NS July 31, 2026 N-PORT
BSJS · Invesco Exchange-Traded Self-Indexe… 0.49% 3,757,000 Oct. 2, 2026 Daily
FSTA · FIDELITY COVINGTON TRUST 0.45% 121,408 NS July 31, 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0.41% 23,608 SH Oct. 2, 2026 Daily
VDC · VANGUARD WORLD FUND 0.37% 793,908 SH Aug. 19, 2026 Daily
RWJ · Invesco Exchange-Traded Fund Trust … 0.37% 174,281 SH Oct. 2, 2026 Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.35% 30,844 NS July 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.35% 15,007 NS July 31, 2026 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0.32% 482,805 SH Aug. 19, 2026 Daily
BKSE · BNY Mellon ETF Trust 0.31% 5,211 NS July 31, 2026 N-PORT
ESSC · Strategy Shares 0.29% 1,987 NS July 31, 2026 N-PORT
IYK · iShares Trust 0.29% 84,589 SH Sept. 11, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.27% 71,562 NS July 31, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.22% 19,155 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.16% 30,414 SH Oct. 2, 2026 Daily
DFAS · Dimensional ETF Trust 0.15% 448,512 NS July 31, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.15% 57,599 NS July 31, 2026 N-PORT
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.13% 21,175 NS July 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.13% 367,362 NS July 31, 2026 N-PORT
REVS · Columbia ETF Trust I 0.12% 7,933 NS July 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.12% 1,905,934 SH Aug. 19, 2026 Daily
ESML · iShares Trust 0.12% 69,356 SH Sept. 11, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.10% 3,319 NS July 31, 2026 N-PORT
SMMD · iShares Trust 0.09% 70,606 SH Sept. 11, 2026 Daily
RECS · Columbia ETF Trust I 0.07% 78,163 NS July 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.07% 1,583,284 SH Aug. 19, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.07% 3,003,768 SH Aug. 19, 2026 Daily
TILT · FlexShares Trust 0.07% 28,124 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.06% 198,927 SH Sept. 11, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.06% 11,330 SH Aug. 19, 2026 Daily
WSML · iShares Trust 0.06% 8,146 SH Sept. 11, 2026 Daily
DIVB · iShares Trust 0.05% 22,909 SH Sept. 11, 2026 Daily
DGRO · iShares Trust 0.05% 437,518 SH Sept. 11, 2026 Daily
IWR · iShares Trust 0.05% 540,840 SH Sept. 11, 2026 Daily
DXUV · Dimensional ETF Trust 0.04% 3,865 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.03% 18,958 NS July 31, 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0.03% 6,432 SH Oct. 2, 2026 Daily
DFAC · Dimensional ETF Trust 0.03% 245,733 NS July 31, 2026 N-PORT
VYM · VANGUARD WHITEHALL FUNDS 0.02% 527,095 SH Aug. 19, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.02% 79,575 SH Aug. 19, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.02% 41,791 SH Oct. 2, 2026 Daily
DSI · iShares Trust 0.02% 19,457 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.02% 292,707 SH Sept. 11, 2026 Daily
DFUV · Dimensional ETF Trust 0.01% 38,513 NS July 31, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.01% 40,118 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.01% 4,165,689 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.01% 22,285 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.01% 10,969 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.01% 29,810 SH Aug. 19, 2026 Daily
IYY · iShares Trust 0.01% 6,162 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.01% 39,873 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.01% 185,420 SH Sept. 11, 2026 Daily
IWB · iShares Trust 0.01% 94,477 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.01% 17,923 NS July 31, 2026 N-PORT
NEAR · iShares U.S. ETF Trust 0.00% 201,000 SH Sept. 9, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 109,656 SH Aug. 19, 2026 Daily
VGHY · VANGUARD FIXED INCOME SECURITIES FU… · · July 15, 2026 Daily
VCRB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VPLS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VGMS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
IJR · iShares Trust · 8,425,793 SH Sept. 10, 2026 Daily
IJS · iShares Trust · 1,231,374 SH Sept. 8, 2026 Daily
XJR · iShares Trust · 19,080 SH Aug. 31, 2026 Daily
ISCB · iShares Trust · 5,930 SH Sept. 11, 2026 Daily
ISCV · iShares Trust · 29,184 SH Sept. 11, 2026 Daily

LW Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 21 analysts BUY
Median target $53.50 +22.7%
4 19.0% Strong Buy
6 28.6% Buy
11 52.4% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

12 analysts · 2026-10-04

Mean target $54.33 +24.6%

← Below all targets Current price $43.60
Low$46.00 Mean$54.33 High$65.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
LW $5.94B 20.8 2.5% 4.4% 16.2% 20.6%
MKC $1.01B 23.0 1.7% 11.5% 14.3% 37.9%
HRL · 27.4 1.6% 4.0% 6.0% 15.6%
SFD $8.82B 8.9 9.8% 6.4% 15.6% 13.5%
PPC $9.46B 8.8 3.5% 5.9% 27.3% 12.8%
CAG $7.76B -3.3 -2.9% -17.0% -26.5% 23.9%
CPB · 16.8 -5.0% 4.1% 10.4% ·
POST $5.67B 19.5 3.0% 4.1% 8.8% 28.7%
CALM · 11.3 -31.7% 10.9% 12.2% 23.1%
FRPT $2.98B 23.1 13.0% 12.6% 12.2% 40.8%

Latest News Recent headlines mentioning this company

23

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Source: SEC 10-K filed Jul 24, 2026