High Dividend Packaged Foods: Relative Favorability

The packaged foods industry has broadly declined over the last year with some producers dropping over 20%; dividend yields have expanded to as much as 9.5%. However, a high dividend yield does might not indicate value, profitability, or financial strength. Twenty-three high yield packaged food producers we compared on a matrix of factors including yield, payout ratio, value, growth, profitability, and debt.

Seeking Alpha • Feb 18, 2026

Liberty One Cuts Its Lamb Weston Position in Half With $32 Million Sale

Liberty One sold 544,473 shares of Lamb Weston; estimated transaction value ~$32.04 million based on quarterly average price. Quarter-end position value in Lamb Weston fell by $38.43 million, reflecting both the sale and price movement.

The Motley Fool • Feb 16, 2026

The London Company Mid Cap Portfolio Q4 2025: Who Moved The Needle

The London Company Mid Cap portfolio returned 3.2% (3.0% net) during the quarter vs. a 0.2% increase in the Russell Midcap Index. Dollar Tree, Inc. was a top performer after completing the divestiture of the Family Dollar business, removing a long-standing drag on growth. AerCap Holdings shares performed well all year after reporting solid quarterly results as the company owns the largest portfolio of aircraft.

Seeking Alpha • Feb 16, 2026

2 More of the Best Small-Cap Stocks to Buy While They're Still Undervalued

The stocks of these small companies with economic moats look attractive today.

Morningstar • Feb 10, 2026

Lamb Weston Announces Inducement Award Under NYSE Listing Rule 303A.08

EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today that on February 6, 2026, the company granted 317,647 restricted stock units and options covering an aggregate of 1,117,346 shares of the company's common stock (collectively, the “Inducement Awards”) to Jan Craps. The company's Compensation and Human Capital Committee approved the grant of Inducement Awards, made under the Lamb Weston Holdings, Inc. 2026 Inducement Stock Plan, to Mr. Craps as a material induce.

Business Wire • Feb 6, 2026

Lamb Weston Announces Leadership Changes to Accelerate Focus to Win Strategy and Drive Shareholder Value

EAGLE, Idaho--(BUSINESS WIRE)--Lamb Weston Holdings, Inc. (NYSE: LW) announced today two leadership appointments intended to accelerate growth and drive long-term shareholder value. Jan Craps Appointed Executive Chair The Lamb Weston board of directors has appointed Jan Craps executive chair, effective February 6, 2026. Jan brings deep international experience to the newly created role, including more than 20 years with Anheuser-Busch InBev, most recently as the CEO and Co-Chair of Budweiser Br.

Business Wire • Feb 4, 2026

Lamb Weston: Turnaround Opportunity As Fast-Food Headwinds Mask Improving Fundamentals

Lamb Weston offers a compelling turnaround opportunity post-investment cycle, with the stock reflecting conservative expectations and trading near its spin-off level following the recent crash.

Seeking Alpha • Feb 3, 2026

$50 Million Still at Stake as Manager Cuts Exposure to Volatile Food Stock Down 28% This Past Year

Douglas Lane sold 65,461 shares of Lamb Weston in the fourth quarter; the estimated transaction value was $3.85 million based on quarterly average prices. The quarter-end position value decreased by $23.45 million, reflecting both trading activity and price movement.

The Motley Fool • Jan 23, 2026

Lamb Weston Holdings: Upgrade To Buy On Earnings Growth Potential

Lamb Weston Holdings is upgraded to Buy as North American volumes inflect positively, reversing prior declines. LW's strategic price reset has driven 8% North America volume growth, improving utilization and delivering 15% EBIT growth despite a 7% price/mix decline. Enhanced capital allocation—dividend increase and buybacks—creates a valuation floor, signaling management's confidence in current share levels.

Seeking Alpha • Jan 23, 2026

Lamb Weston Streamlines Global Footprint to Improve Efficiency

LW plans to close its Munro plant in Argentina, shift Latin America output to Mar del Plata and curb a Netherlands line to cut costs and boost efficiency.

Zacks Investment Research • Jan 9, 2026