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. Chief Information Officer Benjamin Heselton reported new equity awards dated February 6, 2026. He received 8,208 shares of common stock in the form of restricted stock units at no cost, bringing his directly held common stock to 13,843.9 shares, including dividend reinvestments.
He was also granted three employee stock option awards to buy Lamb Weston common stock at exercise prices of $60, $75, and $85 per share, covering 59,801, 59,801, and 51,258 underlying shares, respectively. These options become fully exercisable on February 6, 2029 and expire on February 6, 2031.
Lamb Weston Holdings President, North America, Michael Christopher Crowley reported new equity awards in the company’s stock. On February 6, 2026, he received 13,680 shares of common stock as restricted stock units at $0 per share, bringing his directly held common stock to 25,099.7 shares, including shares added through dividend reinvestment. The RSUs vest 33%, 33% and 34% on February 16, 2027, February 15, 2028 and February 13, 2029, or earlier upon certain events, with each RSU converting into one share when settled.
He was also granted three blocks of employee stock options: 99,668 options with a $60 exercise price, 99,668 options at $75, and 85,430 options at $85, all at an option price of $0 on the grant date. These options become 100% exercisable on February 6, 2029 and expire on February 6, 2031, giving him the right to buy Lamb Weston common stock at set prices during that period.
Lamb Weston Holdings, Inc. announced major leadership changes and new equity incentives. The Board appointed Jan Eli B. Craps as Executive Chair effective February 6, 2026, with a target long‑term incentive of about $3,150,000 in RSUs plus a one‑time grant of 17,647 RSUs and multiple stock option tranches with exercise prices of $60.00, $75.00 and $85.00 per share. He will also receive a sign‑on option on 750,000 shares at the closing stock price on the grant date and can receive matching RSUs for up to 300,000 purchased shares if he buys at least 250,000 shares by December 31, 2026.
James D. Gray was appointed Chief Financial Officer effective April 2, 2026, with an annual base salary of $825,000, a target bonus equal to 100% of salary, and a target LTIP opportunity of about $2,200,000, plus a $100,000 cash sign‑on and $1,600,000 in RSUs. Gray also receives a dollar‑for‑dollar RSU match on up to $1,000,000 of stock purchases if he buys at least $500,000 in shares within six months.
The Compensation Committee also approved supplemental RSU and stock option awards for several named executive officers, with options again struck at $60.00, $75.00 and $85.00 per share, and adopted a 2026 Inducement Stock Plan reserving 2,000,000 shares for equity grants to new or returning employees.
JPMorgan Chase & Co. reported beneficial ownership of 7,070,793 shares of Lamb Weston Holdings, Inc. common stock, representing 5.0% of the class as of 12/31/2025. JPMorgan has sole power to vote and to dispose of all of these shares and no shared voting or dispositive power.
The stake is reported on a Schedule 13G, and JPMorgan certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Lamb Weston. Subsidiaries linked to this ownership include J.P. Morgan Markets Limited, JPMorgan Chase Bank, National Association, and J.P. Morgan Securities LLC.
Lamb Weston Holdings, Inc. plans to close its manufacturing facility in Munro, Argentina and consolidate Latin American production at its new plant in Mar del Plata as part of efforts to improve operating efficiency. The company expects to record total pre-tax charges of approximately $50 million to $60 million, with substantially all of these costs recognized in the fiscal year ending May 31, 2026.
About half of these charges are expected to lead to future cash expenditures, largely in fiscal year 2026. The charges will primarily come from writing down long-lived assets and inventory, employee severance and other one-time termination benefits, costs tied to contracted raw potatoes that will not be used in production, and other related closure costs.
Lamb Weston Holdings reported modest top-line growth but stronger profitability for the quarter ended November 23, 2025. Net sales rose to $1,618.1 million, up 1%, as an 8% volume increase was offset by an 8% decline in price/mix in a competitive market.
Net income improved to $62.1 million from a prior-year loss, with diluted EPS at $0.44 versus $(0.25). For the first half of fiscal 2026, net income reached $126.4 million on net sales of $3,277.3 million, helped by cost savings and lower SG&A.
The company is executing a Cost Savings Program, recording $46.0 million of related charges year-to-date and expecting total pre-tax cash charges of $70–$100 million. Operating cash flow strengthened to $530.4 million, supporting $137.3 million of capital spending, debt reduction, share repurchases, and $103.3 million of dividends.
Lamb Weston Holdings, Inc. filed a current report to note that it has announced its financial results for its fiscal second quarter 2026. The results are described in a press release dated December 19, 2025, which is attached to the report as an exhibit and incorporated by reference. The company’s common stock continues to trade on the New York Stock Exchange under the symbol LW.
T. Rowe Price Associates, Inc. filed a Schedule 13G reporting beneficial ownership in Lamb Weston Holdings, Inc. (LW).
The firm reported 7,712,816 shares beneficially owned, representing 5.5% of the common stock, with sole voting power over 7,659,207 shares and sole dispositive power over 7,712,816 shares. The date of event triggering the filing was 09/30/2025.
The filing is made as an investment adviser under Rule 13d‑1(b) and includes the standard certification that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
JANA Partners Management, LP reported the acquisition of 4,345 shares of Lamb Weston (LW) Common Stock on 10/02/2025, reflecting RSUs granted to Scott Ostfeld for his service on the Board. The RSUs vest on the earlier of the first anniversary of grant or the first annual meeting after grant, with each RSU settling into one share.
Following the transaction, beneficial ownership was 5,012,980 shares, held indirectly. This includes 7 additional shares acquired through a dividend reinvestment feature since the last report. Ostfeld assigned all rights in the grant to JANA, which may be deemed a director by deputization.
Norman Prestage, a director of Lamb Weston Holdings, Inc. (LW), reported on 10/02/2025 the acquisition of 4,345 restricted stock units (RSUs) at a reported price of $0. Each RSU vests on the earlier of the first anniversary of grant or the first annual meeting after the grant, and converts into one share upon settlement. Following the grant and recent dividend reinvestment, Prestage now beneficially owns 6,875 shares, which includes 61 additional shares from dividend reinvestment. The Form 4 was signed by power of attorney on 10/03/2025.