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.
JANA Partners Management, LP, a private money management firm, reported open-market purchases of Lamb Weston Holdings, Inc. common stock. JANA bought 100,000 shares on April 13, 2026 at $42.12 per share and 50,000 shares on April 15, 2026 at $43.19 per share, for a total of 150,000 additional shares.
After these indirect purchases through accounts it manages, JANA reported holding 5,398,980 Lamb Weston shares. JANA, its general partner, and founder Barry Rosenstein each disclaim beneficial ownership of the issuer’s securities except to the extent of any pecuniary interest.
Lamb Weston Holdings, Inc. Chief Financial Officer James D. Gray reported equity compensation awards, not open‑market trades. On April 10, 2026, he received several employee stock option grants to purchase common stock, including 7,644 options at an exercise price of $42.19, 99,668 options at $60.00, 99,668 options at $75.00, and 85,430 options at $85.00. These options become 100% exercisable on either February 6, 2029 or April 10, 2029, as specified.
Gray also acquired 54,985 shares in the form of restricted stock units, which vest in stages between February 16, 2027 and April 10, 2029. Following these grants, his directly held common stock position reported in this filing increased to 55,185 shares. The transactions reflect compensation‑related awards rather than discretionary buying or selling.
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.