Welcome to our dedicated page for Lamb Weston Hold SEC filings (Ticker: LW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Lamb Weston Holdings, Inc. filings document the public-company record for a NYSE-listed frozen potato products supplier. Form 8-K reports furnish fiscal quarter results and outlook updates, dividend actions, registered common stock information, executive appointments, separation and compensation arrangements, and cost disclosures for exit or disposal activities tied to manufacturing operations.
Proxy and annual meeting filings cover director elections, executive compensation, stockholder voting results and board governance. The filing record also includes capital-structure disclosures for LW common stock.
Lamb Weston Holdings, Inc. executive Marc Schroeder, President, International, reported a routine share disposition related to taxes rather than a market trade. On the reported date, 6,084 shares of common stock were withheld at $42.19 per share to satisfy tax obligations tied to the vesting of restricted stock units. After this tax-withholding event, Schroeder directly held 37,856.9 shares of Lamb Weston common stock. The holding amount also reflects an additional 213.8 shares accumulated through a dividend reinvestment feature since his prior report.
Lamb Weston Holdings, Inc. filed an initial ownership report for its Chief Financial Officer, James D. Gray. The filing shows that he directly holds 200 shares of Common Stock as of the reported date. This Form 3 does not reflect any recent purchases or sales, only his existing position.
JANA Partners Management, LP, a director of Lamb Weston Holdings, Inc., reported open-market purchases of a total of 236,000 shares of Common Stock over two days. It bought 136,000 shares at an average price of $40.89 on April 7 and 100,000 shares at $41.41 on April 8, through various managed accounts.
After these transactions, accounts managed by JANA indirectly held 5,248,980 shares of Lamb Weston common stock. The filing notes that prices on April 8 reflect a weighted average for trades between $40.81 and $41.12, and that JANA and related entities disclaim beneficial ownership beyond any pecuniary interest.
Lamb Weston Holdings, Inc. director Norman Prestage reported an open-market purchase of 2,500 shares of common stock at $41.40 per share. This transaction increased his direct ownership to 9,481.7 shares, which includes 106.7 shares acquired through a dividend reinvestment feature since his prior report.
Lamb Weston Holdings, Inc. director Peter J. Bensen reported an open-market purchase of 5,000 shares of common stock at an average price of $39.445 per share. The trade was made indirectly through a revocable trust.
Following this transaction, the trust holds 17,204 shares indirectly, while Bensen also holds 20,492.7 shares directly, which include 346.7 shares accumulated through a dividend reinvestment feature since his last report.
BlackRock, Inc. filed Amendment No. 11 to a Schedule 13G/A reporting beneficial ownership of 16,348,630 shares of Lamb Weston Holdings Inc common stock, representing 11.8% of the class as of 03/31/2026. The filing attributes voting and dispositive authority to certain Reporting Business Units of BlackRock and notes that iShares Core S&P Small-Cap ETF holds an interest greater than five percent.
Lamb Weston Holdings, Inc. reported fiscal Q3 2026 results showing higher sales but sharply lower profits and a mixed performance by region. Net sales rose to $1,564.8 million, up 3% year over year, driven by a 7% volume increase, mainly in North America, offset by a 7% decline in price/mix as customers shifted toward value channels.
Net income fell to $54.0 million, down 63%, with diluted EPS at $0.39, reflecting unfavorable global price/mix, higher manufacturing costs per pound, and a $32.5 million pre-tax charge to write off excess raw potatoes in the International segment. Adjusted EBITDA was $271.7 million, down 27%.
North America net sales increased 5% to $1,035.0 million, with 12% volume growth but lower pricing, while International net sales declined 1% to $529.8 million and segment Adjusted EBITDA dropped 80% to $18.5 million. The company generated $595.6 million in operating cash flow over the first three quarters and cut capital expenditures to $256.6 million. It returned $204.7 million to shareholders year-to-date and declared a quarterly dividend of $0.38 per share.
For fiscal 2026, Lamb Weston raised its net sales target to $6.45–$6.55 billion, tightened Adjusted EBITDA guidance to $1.08–$1.14 billion, and lowered expected capital expenditures to about $400 million, while noting continued international softness and cost-savings initiatives.
The Vanguard Group filed Amendment No. 8 to a Schedule 13G/A reporting 0 shares of Lamb Weston Holdings Inc common stock, representing 0% ownership as disclosed in the filing. The amendment explains an internal realignment on January 12, 2026 and states certain subsidiaries will report beneficial ownership separately in reliance on SEC Release No. 34-39538.
The filing is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026, and confirms The Vanguard Group no longer claims beneficial ownership over the securities held by the disaggregated subsidiaries.
Lamb Weston Holdings, Inc. filed an amended report to outline the transition and separation terms for outgoing Chief Financial Officer Bernadette M. Madarieta. She will remain CFO through April 1, 2026 and serve in an advisory role until April 30, 2026.
Under a Transition and Separation Agreement approved by the Compensation and Human Capital Committee, Ms. Madarieta will receive a severance payment of $1,500,000, paid in equal installments over 18 months, plus the equivalent of 18 months of the employer portion of medical coverage. She will vest in prorated fiscal 2024, 2025 and 2026 equity awards based on service through her separation date, and may exercise outstanding stock options until the third anniversary of that date.
The agreement includes a general release of claims and imposes non-compete, non-solicitation and confidentiality obligations, with non-compete and non-solicitation provisions lasting one year after separation.