LW Lamb Weston (LW) Insider Trading, Ownership & Congress Trades
Food & Beverage · Canned, frozen & preservd fruit, veg & food specialties · CIK 0001679273
C-suite buying · 1
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
269
13F, latest reported quarter
What the filings say about LW
Insiders, 180 days
+$409.2K net bought
1 buyer
Congress, 1 year
No trades
Last one: sale, 2025-01-15
Lamb Weston insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Lamb Weston Holdings, Inc. insiders bought a net $409.2K of stock across 40 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Apr 27, 2026.
- The trade is 7.7% of the 64,741 shares held after it.
- 1 other insider bought within 30 days.
- 269 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Gray James D bought about $204.8K of LW on May 11, 2026; 1 other insider bought within 30 days and 269 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Apr 27, 2026.
- The trade is 7.2% of the 69,741 shares held after it.
- 1 other insider bought within 30 days.
- 269 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Gray James D bought about $204.5K of LW on May 11, 2026; 1 other insider bought within 30 days and 269 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 7.6% of the 59,741 shares held after it.
- 3 other insiders bought within 30 days.
- 269 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Gray James D bought about $199.8K of LW on Apr 27, 2026; 3 other insiders bought within 30 days and 269 funds added in the latest 13F quarter.Context
- 3 earlier Form 4 trades (code P or S) here by this insider (3 buys), the last on Apr 13, 2026.
- +12.8% median (+13.2% mean) 90-day return after 3 previous buys.
- The trade is 0.9% of the 5,398,980 shares held after it.
- 3 other insiders bought within 30 days.
- 269 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director JANA Partners Management, LP bought about $2.2M of LW on Apr 15, 2026; 3 other insiders bought within 30 days and 269 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Apr 8, 2026.
- +13.7% median (+13.7% mean) 90-day return after 2 previous buys.
- The trade is 1.9% of the 5,348,980 shares held after it.
- 3 other insiders bought within 30 days.
- 269 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director JANA Partners Management, LP bought about $4.2M of LW on Apr 13, 2026; 3 other insiders bought within 30 days and 269 funds added in the latest 13F quarter.40 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net +$409.2K over 180 days
more than 82% of Food & Beverage
Congress
no House purchase disclosed in the last 12 months
Funds
269 funds bought in last quarter
more than 67% of Food & Beverage
Revenue
+2.5% year over year
more than 50% of Food & Beverage
Margin
4.4% net margin
more than 62% of Food & Beverage
Buybacks
no share repurchases reported
Short interest
5.2% of the float short (float per yahoo 2026-10-26) · 4.2 days to cover · settled 2026-09-30
more than 69% of Food & Beverage
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch LW
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-15.1%12M
Insider buy
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns LW: institutional holders (13F)
13F holdings, latest reported quarter
16,912,375 sh
$730.3M
8,039,041 sh
$347.1M
7,114,830 sh
$314.1M
5,995,487 sh
$258.9M
5,733,982 sh
$247.6M
Congress trades in LW
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-01-15 · disclosed 28 days later
$1,001 - $15,000
Sold 2025-01-13 · disclosed 31 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
LW planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
LW mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Invesco S&P SmallCap Consumer Staples ETF
$4.2M position · as of 2026-05-31
12.6%
Clarkston Fund
$1.3M position · as of 2026-06-30
4.2%
Leatherback Long/short Alternative Yield ETF
$592.5K position · as of 2026-05-31
3.4%
Clarkston Partners Fund
$9.5M position · as of 2026-06-30
3.3%
Monarch Dividend Plus Index ETF
$1.9M position · as of 2026-05-31
3.2%
First Trust Consumer Staples AlphaDEX Fund
$6.8M position · as of 2026-07-31
3.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Michael J. Smith
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$16.0M
$11.6M
$10.1M
-43%
-30%
2023
$7.0M
-$5.8M
$2.7M
+13%
+2%
2022
$20.4M
$40.0M
$5.5M
+36%
+0%
2021
$7.9M
$4.6M
$2.0M
-16%
-4%
2020
$6.4M
$10.9M
$1.9M
+39%
+19%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $409.2K bought by insiders over 180 days, 269 funds added last quarter. Each figure is a federal filing, dated the day it went public.
LW financials
Revenue growth
+2.5%
XBRL, annual
Net margin
4.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$6.6B
four quarters, 2025-08-25 to 2026-08-30
Revenue, TTM LW
| FY May 2026 | $6.6B |
| FY May 2025 | $6.5B |
| FY May 2024 | $6.5B |
| FY May 2023 | $5.4B |
| FY May 2022 | $4.1B |
| Aug 2026 | $1.7B |
| May 2026 | $1.8B |
| Feb 2026 | $1.6B |
| Nov 2025 | $1.6B |
| Aug 2025 | $1.7B |
| May 2025 | $1.7B |
| Feb 2025 | $1.5B |
| Nov 2024 | $1.6B |
At each fiscal year end
Single quarter
Net margin, TTM
+3.8%
net income over revenue, 2025-08-25 to 2026-08-30
Net margin, TTM LW
| FY May 2026 | +4.4% |
| FY May 2025 | +5.5% |
| FY May 2024 | +11.2% |
| FY May 2023 | +18.9% |
| FY May 2022 | +4.9% |
| Aug 2026 | +1.7% |
| May 2026 | +6.2% |
| Feb 2026 | +3.5% |
| Nov 2025 | +3.8% |
| Aug 2025 | +3.9% |
| May 2025 | +7.1% |
| Feb 2025 | +9.6% |
| Nov 2024 | -2.3% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$411.9M
operating cash flow minus capex, 2025-08-25 to 2026-08-30
Free cash flow, TTM LW
| FY May 2026 | $540.2M |
| FY May 2025 | $230.1M |
| FY May 2024 | -$131.3M |
| FY May 2023 | $107.7M |
| FY May 2022 | $128.5M |
| Aug 2026 | $146.1M |
| May 2026 | $201.1M |
| Feb 2026 | -$36.3M |
| Nov 2025 | $101.0M |
| Aug 2025 | $274.4M |
| May 2025 | $295.2M |
| Feb 2025 | -$19.8M |
| Nov 2024 | -$49.6M |
At each fiscal year end
Single quarter
Debt to equity
2.14x
long-term 2026-08-30 plus current 2026-08-30; equity 2026-08-30
Debt to equity LW
| FY May 2026 | 2.15x |
| FY May 2025 | 2.38x |
| FY May 2024 | 2.33x |
| FY May 2023 | 2.42x |
| FY May 2022 | 7.48x |
| Aug 2026 | 2.14x |
| May 2026 | 2.15x |
| Feb 2026 | 2.14x |
| Nov 2025 | 2.19x |
| Aug 2025 | 2.17x |
| May 2025 | 2.38x |
| Feb 2025 | 2.55x |
| Nov 2024 | 2.46x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.21x
TTM operating cash flow over long-term 2026-08-30 plus current 2026-08-30
Cash flow to debt LW
| FY May 2026 | 0.24x |
| FY May 2025 | 0.21x |
| FY May 2024 | 0.19x |
| FY May 2023 | 0.22x |
| FY May 2022 | 0.16x |
| Aug 2026 | 0.21x |
| May 2026 | 0.24x |
| Feb 2026 | 0.25x |
| Nov 2025 | 0.25x |
| Aug 2025 | 0.23x |
| May 2025 | 0.21x |
| Feb 2025 | 0.19x |
| Nov 2024 | 0.19x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+14.2%
TTM net income over average of 2025-08-24 and 2026-08-30
Return on equity LW
| FY May 2026 | +16.3% |
| FY May 2025 | +20.3% |
| FY May 2024 | +45.4% |
| FY May 2023 | +113.9% |
| FY May 2022 | +47.8% |
| Aug 2026 | +14.2% |
| May 2026 | +16.3% |
| Feb 2026 | +17.3% |
| Nov 2025 | +23.2% |
| Aug 2025 | +16.2% |
| May 2025 | +20.3% |
| Feb 2025 | +21.7% |
| Nov 2024 | +22.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+3.5%
TTM net income over average of 2025-08-24 and 2026-08-30
Return on assets LW
| FY May 2026 | +3.9% |
| FY May 2025 | +4.8% |
| FY May 2024 | +10.5% |
| FY May 2023 | +18.9% |
| FY May 2022 | +4.8% |
| Aug 2026 | +3.5% |
| May 2026 | +3.9% |
| Feb 2026 | +4.1% |
| Nov 2025 | +5.3% |
| Aug 2025 | +4.0% |
| May 2025 | +4.8% |
| Feb 2025 | +5.0% |
| Nov 2024 | +5.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+6.8%
operating income after a 27.6% effective tax rate, over long-term 2026-08-30 plus current 2026-08-30 plus average of 2025-08-24 and 2026-08-30 minus cash
Return on invested capital LW
| FY May 2026 | +7.3% |
| FY May 2025 | +8.1% |
| FY May 2024 | +14.5% |
| FY May 2023 | +18.6% |
| FY May 2022 | +13.3% |
| Aug 2026 | +6.8% |
| May 2026 | +7.3% |
| Feb 2026 | +7.5% |
| Nov 2025 | +9.5% |
| Aug 2025 | +7.4% |
| May 2025 | +8.1% |
| Feb 2025 | +8.1% |
| Nov 2024 | +8.3% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+8.7%
operating income (EBIT proxy) over average of 2025-08-24 and 2026-08-30 minus current liabilities
Return on capital employed LW
| FY May 2026 | +10.0% |
| FY May 2025 | +11.4% |
| FY May 2024 | +19.5% |
| FY May 2023 | +20.5% |
| FY May 2022 | +12.6% |
| Aug 2026 | +8.7% |
| May 2026 | +10.0% |
| Feb 2026 | +10.3% |
| Nov 2025 | +12.4% |
| Aug 2025 | +10.4% |
| May 2025 | +11.4% |
| Feb 2025 | +12.3% |
| Nov 2024 | +11.9% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
29.33x
close 2026-10-26 over four quarters of diluted EPS, 2025-08-25 to 2026-08-30
P/E, trailing LW
| FY May 2026 | 20.76x |
| FY May 2025 | 20.22x |
| FY May 2024 | 17.91x |
| FY May 2023 | 15.77x |
| FY May 2022 | 49.63x |
| Aug 2026 | 30.04x |
| May 2026 | 20.76x |
| Feb 2026 | 22.66x |
| Nov 2025 | 20.82x |
| Aug 2025 | 27.40x |
| May 2025 | 20.22x |
| Feb 2025 | 21.88x |
| Nov 2024 | 30.40x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$11.1B
market value at close 2026-10-26 on 2026-09-29 shares, plus long-term 2026-08-30 plus current 2026-08-30, minus cash 2026-08-30
Enterprise value LW
| FY May 2026 | $9.8B |
| FY May 2025 | $11.2B |
| FY May 2024 | $17.0B |
| FY May 2023 | $19.1B |
| FY May 2022 | $12.0B |
| Aug 2026 | $11.3B |
| May 2026 | $9.8B |
| Feb 2026 | $10.6B |
| Nov 2025 | $11.8B |
| Aug 2025 | $11.7B |
| May 2025 | $11.2B |
| Feb 2025 | $12.1B |
| Nov 2024 | $14.9B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+5.6%
TTM free cash flow over market value at close 2026-10-26
FCF yield LW
| FY May 2026 | +9.1% |
| FY May 2025 | +3.2% |
| FY May 2024 | -1.0% |
| FY May 2023 | +0.7% |
| FY May 2022 | +1.3% |
| Aug 2026 | +5.4% |
| May 2026 | +9.1% |
| Feb 2026 | +9.5% |
| Nov 2025 | +8.1% |
| Aug 2025 | +6.3% |
| May 2025 | +3.2% |
| Feb 2025 | +1.1% |
| Nov 2024 | -1.1% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing EPS growth -12%, PEG needs growth
PEG, trailing LW
| FY May 2026 | n/a |
| FY May 2025 | n/a |
| FY May 2024 | n/a |
| FY May 2023 | 0.04x |
| FY May 2022 | n/a |
| Aug 2026 | n/a |
| May 2026 | n/a |
| Feb 2026 | n/a |
| Nov 2025 | 2.20x |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-05 | 2025-05 | 2024-05 | 2023-06 | |
|---|---|---|---|---|
| Revenue | $6.6B | $6.5B | $6.5B | n/a |
| Gross profit | $1.4B | $1.4B | $1.8B | n/a |
| Operating income | $591.1M | $665.1M | $1.1B | n/a |
| Net income | $290.0M | $357.0M | $726.0M | n/a |
| EPS (diluted) | 2.08 | 2.50 | 4.98 | n/a |
| Operating cash flow | $942.9M | $868.3M | $798.2M | n/a |
| Cash | $68.2M | $70.7M | $71.4M | n/a |
| Long-term debt | $3.7B | $3.8B | $3.8B | n/a |
| Dividends paid | $207.5M | $206.9M | $174.0M | $40.8M |
SEC XBRL, fiscal years, as known on 2026-10-28
LW Stock Sonar score 6/7 axes
Find similar shapesCompareLW ranks highest on institutional and government (67th percentile) and insider conviction (61st), and lowest on financial health (32nd), among Food & Beverage peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
LW filings, in plain words
Are Lamb Weston insiders buying or selling LW?
In the 180 days to 2026-10-28, Lamb Weston insiders were net buyers, a net $409.2K across purchases and sales reported on Form 4, by 1 buyer.
Have members of Congress traded LW?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Julie Johnson dated 2025-01-15.
Read the full summary
In the 180 days to 2026-10-28, Lamb Weston insiders were net buyers of LW, a net $409.2K across purchases and sales reported on Form 4 by 1 buyer. Members of Congress have disclosed trades in LW, none in the last year; the latest on record is a sale by Julie Johnson dated 2025-01-15. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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