LW

Lamb Weston Holdings, Inc.

Consumer Defensive · $5.8B market cap

Verdict

Share price

$43.60

close of Oct 3, 2026

Fair value

$52.78

Sticker Price

Payback Price

$21.11

buy price

Undervalued

LW is Undervalued: at $43.60 it trades 17% below its fair value of $52.78. Its buy price (Payback Price) is $21.11, 52% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Dividend Discount Model. It has paid a dividend for 10+ years in a row, raised it most years, and yields over 2%. For a steady payer like this, the dividend is the best guide to value.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth-1.3% a year✗
Equity per share growth41.4% a year✓
Sales growth7.3% a year✗
Free cash flow growth5.6% a year✗
Return on invested capital9.0%✗

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Superinvestors

1 of the investors we track holds LW. In Q2 2026, 1 added. Who we track

Moves in Q2 2026

Added: Tweedy Browne

Insider activity

Since Jul 14, 2026: no open-market purchases and 29 other filings (stock awards, tax withholding and similar). Why purchases matter

Other filings

Crowley Michael Christopher

President, North America · 2026-08-04

Tax withholding

$96K

Jones Gregory W

VP AND CONTROLLER · 2026-08-04

Tax withholding

$33K

Schroeder Marc

PRESIDENT, INTERNATIONAL · 2026-08-04

Tax withholding

$186K

Smith Michael Jared

President and CEO · 2026-08-04

Tax withholding

$502K

Spytek Eryk J

GEN COUNSEL & CHIEF COMPL OFF · 2026-08-04

Tax withholding

$203K

Show all 29 other filings

Wilks Sylvia

Chief Supply Chain Officer · 2026-08-04

Tax withholding

$118K

Younes Steven J

CHIEF HUMAN RESOURCES OFFICER · 2026-08-04

Tax withholding

$80K

Craps Jan Eli B

Executive Chair · 2026-07-28

Award

68,656 shares

Crowley Michael Christopher

President, North America · 2026-07-28

Award

8,422 shares

Gray James D

Chief Financial Officer · 2026-07-28

Award

16,111 shares

Jones Gregory W

VP AND CONTROLLER · 2026-07-28

Award

2,746 shares

Philip Amit

Chief Strategy/Tech Officer · 2026-07-28

Award

8,788 shares

Schroeder Marc

PRESIDENT, INTERNATIONAL · 2026-07-28

Award

8,422 shares

Smith Michael Jared

President and CEO · 2026-07-28

Award

45,770 shares

Spytek Eryk J

GEN COUNSEL & CHIEF COMPL OFF · 2026-07-28

Award

8,788 shares

Wilks Sylvia

Chief Supply Chain Officer · 2026-07-28

Award

8,971 shares

Younes Steven J

CHIEF HUMAN RESOURCES OFFICER · 2026-07-28

Award

6,957 shares

Spytek Eryk J

GEN COUNSEL & CHIEF COMPL OFF · 2026-07-14

Tax withholding

$107K

Spytek Eryk J

GEN COUNSEL & CHIEF COMPL OFF · 2026-07-14

Award

2,354 shares

Crowley Michael Christopher

President, North America · 2026-07-14

Tax withholding

$5K

Crowley Michael Christopher

President, North America · 2026-07-14

Award

378 shares

Jones Gregory W

VP AND CONTROLLER · 2026-07-14

Tax withholding

$3K

Jones Gregory W

VP AND CONTROLLER · 2026-07-14

Award

209 shares

Schroeder Marc

PRESIDENT, INTERNATIONAL · 2026-07-14

Tax withholding

$63K

Schroeder Marc

PRESIDENT, INTERNATIONAL · 2026-07-14

Award

2,417 shares

Smith Michael Jared

President and CEO · 2026-07-14

Tax withholding

$104K

Smith Michael Jared

President and CEO · 2026-07-14

Award

3,942 shares

Younes Steven J

CHIEF HUMAN RESOURCES OFFICER · 2026-07-14

Tax withholding

$22K

Younes Steven J

CHIEF HUMAN RESOURCES OFFICER · 2026-07-14

Award

1,576 shares

About Lamb Weston Holdings, Inc.

Lamb Weston Holdings, Inc. is a prominent global entity specializing in the manufacturing, distribution, and sale of enhanced frozen potato items. Its operations are structured across four distinct segments: Global, Foodservice, Retail, and Other. The company's product portfolio encompasses frozen potatoes, various commercial ingredients, and appetizers. These are offered both under its flagship "Lamb Weston" brand…

Packaged Foods

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works