LW Lamb Weston Holdings, Inc. Insider Trading

Lamb Weston CFO buys 25,096 shares worth $409k in open-market purchases, but stock remains well below 52-week highs amid flat growth.

CFO James Gray purchased over 25,000 shares across two open-market transactions on the same day, adding meaningfully to his position. This is notably his second and third open-market purchase in the 36-month window, marking a rare shift toward accumulation after a prior history dominated by sales. However, the timing carries a cautionary signal: his most recent buy at this company, just weeks prior, was followed by a stock decline, suggesting Gray's prior purchase timing at Lamb Weston has not been well-executed. The company itself presents mixed fundamentals—it remains profitable with reasonable revenue scale, yet annual revenue growth has essentially stalled, and the stock trades roughly 37% below its 52-week high. Gray is buying into a company with slowing momentum, which raises the question of whether this purchase reflects conviction in a turnaround or opportunistic accumulation at depressed prices.

CFO Gray James D buys 4,556 shares of LW at $43.85; stock down -35.3% from 52-week high.

Gray James D, Chief Financial Officer of Lamb Weston Holdings, purchased 4,556 shares at $43.85 on 2026-04-27, increasing his holdings by 8.3% to 59,741 shares total for $199,780.60. The transaction occurs with the stock trading -35.3% below its 52-week high of $66.57 and slightly above its 52-week low of $38.48, after a -5.3% decline over the prior 90 days despite a +3.6% rebound in the past 30 days. Across his cross-ticker track record, the insider's prior sales exhibited a 90-day well-timed rate of 71.43% with average 90-day returns after sales of -4.7%, indicating a historical pattern of selling before downturns. This purchase, while notable for its magnitude relative to existing holdings, occurs in a context where the company's annual revenue growth is flat at -0.2% and the stock has materially underperformed its recent range, warranting observation of whether this represents a contrarian positioning or is part of scheduled equity compensation activity.

JANA Partners acquired 150,000 shares at blended $42.48 (2 transactions totaling $6.4M); clustering with 2 other insider buys in 14 days

JANA Partners Management, LP executed 2 separate purchases totaling 150,000 shares (150.0K shares) for $6,371,500.00 ($6.4M) at blended average price $42.48 on April 13 and April 15, 2026, increasing holdings from 5,248,980 shares (5.25M shares) to 5,398,980 shares (5.40M). The current price of $43.17 is -35.2% from the 52-week high of $66.57, representing significant drawdown from prior peak. A cluster pattern is present: 2 other insiders also bought within the past 14 days, indicating coordinated or at least parallel director activity at the company level. The cross-ticker TRACK RECORD shows mixed timing discipline (12 prior buys, 30% 90-day win rate; 8 prior sells, 0.00% well-timed rate), and same-ticker history at LW includes 2 prior buys on April 7 and April 8 with outcomes not yet measurable. This filing warrants monitoring for the underlying business signals behind synchronized director accumulation.

Director JANA Partners bought 236,000 shares totaling $9.7M across 2 days at avg $41.11; price now $41.61, down 37.5% from 52-week high

JANA Partners Management, LP filed a 2-transaction purchase of 236,000 shares (236.0K shares) for $9,702,040.00 ($9.7M) on April 7–8, 2026, executed at prices of $40.89 and $41.41, yielding a blended average of $41.11. The current price of $41.61 sits near the execution band but represents a -37.5% decline from the 52-week high of $66.57. Notably, a cluster pattern exists: 2 other insiders also purchased within the past 14 days, suggesting concurrent director-level conviction. The director's cross-ticker track record shows 11 prior open-market buys with a 90-day win rate of 36.36% and an average 90-day return of -11.1%, indicating limited predictive power in prior windows. The stock's recent 30-day return of -6.4% and modest 90-day return of +0.6%, combined with flat annual revenue growth of -0.2% and a P/E of 19.18, suggest a market searching for direction rather than a deeply depressed entry point.

Director Prestage Norman buys 2,500 shares of Lamb Weston (LW) at $41.40; cluster of 3 insiders buying within 14 days amid -37.5% 52-week decline.

Prestage Norman, a director of Lamb Weston, purchased 2,500 shares at $41.40 on 2026-04-07, increasing his holdings from 6,981 shares to 9,481 shares (+35.8% vs pre-transaction holdings). This transaction is noteworthy because it is part of a cluster pattern: 2 other insiders also bought within the past 14 days. The stock is currently trading at $41.59, down -37.5% from its 52-week high of $66.57, placing the purchase near a significant low point in the stock's recent range. While the company maintains solid fundamentals with a market cap of $5,742,447,876.77 and a P/E of 19.17, the broader price erosion and coordinated insider buying activity warrant close examination of what insiders may perceive about near-term value."

Director Bensen Peter J bought 5,000 shares of LW at $39.44; cluster buy with 2 other insiders in past 14 days

Director Bensen Peter J purchased 5,000 shares at $39.44, increasing holdings by +41.0% from 12,204 to 17,204 shares. The current stock price of $40.58 represents -39.0% from the 52-week high of $66.57, positioning the purchase near the lower end of the annual trading range. A cluster pattern is evident: 2 other insiders also bought within the past 14 days, suggesting synchronized directional interest at this price level despite year-to-date weakness (-11.8% over 30 days, though +0.7% over 90 days). The fundamentals show flat growth (annual revenue change -0.2%) with the company maintaining $5.6B market cap and a P/E of 18.70, neither signaling distress nor exceptional value.

Executive Chair Craps Jan Eli B purchased 50,000 shares of Lamb Weston (LW) at $48.65 on 2026-02-06, increasing holdings to 617,647 shares.

Craps Jan Eli B, the Executive Chair, deployed $2,432,330.00 to acquire 50,000 shares at $48.65, a price 2.9% below the current market price of $50.12 and 26.8% below the 52-week high of $66.57. The purchase increased his stake by 8.8% to 617,647 shares total. The company is currently trading down 24.7% from its 52-week high despite a +24.4% gain over the past 30 days, and fundamental metrics show a stable but low-growth profile with P/E of 17.77 and flat annual revenue growth of -0.2%. The open-market buy by the chief executive officer merits scrutiny to determine whether it represents a viewed entry point or reflects internal sentiment about near-term prospects.

Director Robert A Niblock buys 3,000 LW shares at $60.94; stock down 45.6% from 52-week high of $109.99.

Director Robert A Niblock purchased 3,000 shares of Lamb Weston Holdings at $60.94, expanding his holdings from 23.4K to 26.4K shares. The purchase occurs after a significant drawdown: the stock is currently -45.6% from its 52-week high of $109.99, and down 24.5% over the past 30 days. Niblock's prior buy at this ticker (2024-07-26) posted a 90d return of +39.4%, demonstrating his past trades at LW were well-timed. However, the company faces near-term headwinds: net income is negative at $-36.1M despite $1.6B in quarterly revenue, and the current P/E of 23.28 is elevated relative to current price momentum. The timing coincides with price weakness, not strength, warranting observation of whether this represents new conviction or a routine rebalance.

Director William G Jurgensen bought 5,000 LW shares at $63.27 on 2024-12-23; stock now -41.9% from 52-week high.

Director Jurgensen purchased 5,000 shares at $63.27, expanding his stake to 181,249 shares (a 2.8% increase from 176,249 shares). The purchase occurs in a challenging context: the stock trades at $63.90, down 41.9% from its 52-week high of $109.99 and down 16.9% over the past 30 days. However, Jurgensen's prior open-market purchases at this ticker show a strong timing pattern—his two previous buys at LW (on 2024-07-26 and 2023-10-16) both posted substantial 90-day gains of 39.6% and 27.0% respectively, with both well-timed at the 90-day mark. His cross-ticker track record for buys also shows an average 90-day return of +19.3% with a 66.67% win rate. Net income is currently negative at $-36.1M (against $1.6B quarterly revenue), and the P/E of 24.86 is elevated for a company in this position, creating tension between the valuation backdrop and the insider's demonstrated pattern of buying before multi-quarter recoveries in this stock.

Director Charles A. Blixt bought 1,200 shares of LW at $63.25 on 2024-12-23; stock down 41.9% from 52-week high.

Director Charles A. Blixt purchased 1,200 shares of Lamb Weston Holdings for $75,900.84 on 2024-12-23, expanding his holdings from 21,781 shares to 22,981 shares. The purchase occurred at $63.25, while the stock currently trades at $63.90, indicating the transaction price was near current levels. However, the stock remains significantly depressed, down 41.9% from its 52-week high of $109.99 and down 16.9% over the past 30 days, suggesting broad momentum weakness. The company reported net income of $-36.1M against quarterly revenue of $1.6B, with an elevated P/E of 24.86, indicating the market is pricing in recovery or growth expectations that have not yet materialized operationally.