Lamb Weston Holdings, Inc.

Lamb Weston Holdings, Inc.

Consumer Defensive

NYSE:LW · New York Stock Exchange

Market Cap $6.27B Beta 0.46 P/E (TTM) 21.0
$45.38 +0.62%

+$0.28 today

52W Low $37.62High $67.07

Vol 1.09M · Avg 2.63M

EPS (TTM)$2.16
Div Yield3.31%
Packaged Foods

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

20.6%

avg -921.1%

ROIC

7.4%

avg 13.7%

ROA

4.8%

avg 11.0%

Analysis

ROE is currently the strongest return metric at 20.6% versus its period average of -921.1%. 1 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Steven J. Younes

Chief Human Resources Officer$3.27M60$99,668.000.07%

Michael Christopher Crowley

President of North America$1.84M53$183,063.000.13%

Marc Schroeder

President of International$1.33M55$37,856.900.03%

Michael Jared Smith

President, Chief Executive Officer & Director$924,610.0049$183,063.000.13%

Sylvia Wilks

Chief Supply Chain Officer$690,829.0062$99,668.000.07%

James Derek Gray

Chief Financial Officer$651,923.0059$84,837.000.06%

Bernadette Madarieta

Advisor$651,923.0050$37,994.900.03%

Eryk J. Spytek

General Counsel & Chief Compliance Officer$595,562.0058$85,430.000.06%

Benjamin Heselton

Chief Information Officer54$59,801.000.04%

Jan Eli Craps

Executive Chair49$750,000.000.54%

Debbie Hancock

Vice President of Investor Relations

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

10

$19.42M

Sells

1

$99,973.12

Net Sentiment

+$19.32M

Net buying

Most Active

JANA Partners Management, LP

4 transactions

DateInsiderTypeSharesPriceValue
May 11, 2026

Gray James D

Direct

Buy5.0K$40.95$204,725.00
May 11, 2026

Gray James D

Direct

Buy5.0K$40.90$204,500.00
Apr 27, 2026

Gray James D

Direct

Buy4.6K$43.85$199,780.60
Apr 15, 2026

JANA Partners Management, LP

Indirect

Buy50.0K$43.19$2,159,500.00
Apr 13, 2026

JANA Partners Management, LP

Indirect

Buy100.0K$42.12$4,212,000.00
Apr 8, 2026

JANA Partners Management, LP

Indirect

Buy100.0K$41.41$4,141,000.00
Apr 7, 2026

JANA Partners Management, LP

Indirect

Buy136.0K$40.89$5,561,040.00
Apr 7, 2026

Prestage Norman

Direct

Buy2.5K$41.40$103,500.00
Apr 6, 2026

Bensen Peter J

Indirect

Buy5.0K$39.45$197,225.00
Feb 6, 2026

Craps Jan Eli B

Direct

Buy50.0K$48.65$2,432,330.00

1–10 of 11

Analysis

Insiders reported 10 buys worth $19.42M and 1 sells worth $99,973.12 over the last 12 months. That adds up to net buying of $19.32M. JANA Partners Management, LP was the most active insider with 4 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/A+7.6%
+4.6% (13yr)1 analysts
RevenueN/AN/A+4.0%
+6.3% (13yr)2 analysts
Net IncomeN/AN/A+7.8%
+4.4% (13yr)2 analysts
EBITN/AN/A+12.2%
+4.7% (13yr)2 analysts

Analysis

Recent growth has been strongest in EBIT at +12.2% over three years. Forward estimates point to Revenue at +6.3% (13yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages LW?

Lamb Weston Holdings, Inc. (LW) lists 11 active executives. The top listed executive is Benjamin Heselton, Chief Information Officer.

Are LW insiders buying or selling?

Recent insider activity shows net buying of $281.22M.

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