LaFleur & Godfrey LLC acquired a new stake in Tyson Foods, Inc. (NYSE:TSN – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 11,234 shares of the company’s stock, valued at approximately $659,000.
Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Markel Group Inc. grew its holdings in shares of Tyson Foods by 4.0% during the third quarter. Markel Group Inc. now owns 848,500 shares of the company’s stock worth $46,074,000 after buying an additional 32,500 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in Tyson Foods by 73.4% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,879,219 shares of the company’s stock valued at $102,042,000 after acquiring an additional 795,710 shares in the last quarter. Liberty One Investment Management LLC boosted its position in Tyson Foods by 32.1% during the 3rd quarter. Liberty One Investment Management LLC now owns 113,798 shares of the company’s stock worth $6,179,000 after acquiring an additional 27,627 shares during the last quarter. Polaris Capital Management LLC boosted its position in Tyson Foods by 20.4% during the 3rd quarter. Polaris Capital Management LLC now owns 543,248 shares of the company’s stock worth $29,498,000 after acquiring an additional 91,900 shares during the last quarter. Finally, Inscription Capital LLC grew its stake in shares of Tyson Foods by 262.9% during the 3rd quarter. Inscription Capital LLC now owns 26,964 shares of the company’s stock worth $1,464,000 after acquiring an additional 19,533 shares in the last quarter. 67.00% of the stock is owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
A number of research firms have recently issued reports on TSN. Argus upgraded shares of Tyson Foods to a “hold” rating in a report on Friday, February 6th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $69.00 target price on shares of Tyson Foods in a research report on Tuesday, February 3rd. Barclays lifted their price target on shares of Tyson Foods from $75.00 to $78.00 and gave the company an “overweight” rating in a research note on Tuesday, February 3rd. Mizuho began coverage on shares of Tyson Foods in a research report on Thursday, March 26th. They set an “outperform” rating and a $72.00 price target on the stock. Finally, BMO Capital Markets restated an “outperform” rating on shares of Tyson Foods in a research note on Tuesday. Five investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $68.27.
More Tyson Foods News
Here are the key news stories impacting Tyson Foods this week:
- Positive Sentiment: Q2 earnings beat and sales growth — TSN reported adjusted EPS of $0.87 (above estimates) and revenue up ~4.4% as pricing largely offset volume declines; the beat sparked the initial rally. Tyson Foods profit beats estimates on strength in chicken business
- Positive Sentiment: Chicken business outperformance and stronger outlook — Management raised the Chicken outlook and signaled FY2026 adjusted operating income of $2.2B–$2.4B, driven by continued demand and margin improvement in poultry. Tyson signals FY2026 $2.2B-$2.4B adjusted operating income as Chicken outlook rises to $1.9B-$2.05B
- Positive Sentiment: Shares have run higher on the results — Market commentary highlights large share gains (post-earnings jump and fresh highs), reflecting renewed investor confidence in the chicken recovery. Tyson Foods: Don’t Chicken Out On Its Chicken Strength
- Neutral Sentiment: Analyst update — Stephens raised its price target to $70 (equal weight), offering modest upside from current levels but not a bullish re-rating. TickerReport: Stephens raises TSN price target
- Neutral Sentiment: Broader market tailwind — A stronger tape (Dow gains) helped push TSN higher after results; macro strength may support short-term momentum but isn’t company-specific. Dow Jumps Over 300 Points; Tyson Foods Posts Upbeat Earnings
- Negative Sentiment: Beef segment weakness and high cattle costs — Elevated cattle prices continue to squeeze margins and kept a portion of the business under pressure, tempering the upside from chicken. Tyson Foods Continues to Be Squeezed by High Cattle Costs
- Negative Sentiment: Guidance nuance — While management lifted certain profit outlooks tied to chicken, revenue guidance and some topline metrics look mixed versus consensus, leaving investors cautious about near-term growth visibility. Tyson signals FY2026 $2.2B-$2.4B adjusted operating income as Chicken outlook rises to $1.9B-$2.05B
Tyson Foods Stock Down 0.5%
NYSE:TSN opened at $68.42 on Wednesday. Tyson Foods, Inc. has a twelve month low of $50.56 and a twelve month high of $69.48. The firm has a market capitalization of $24.09 billion, a price-to-earnings ratio of 53.88, a price-to-earnings-growth ratio of 1.49 and a beta of 0.40. The company has a quick ratio of 0.66, a current ratio of 1.83 and a debt-to-equity ratio of 0.44. The stock’s 50 day moving average price is $63.16 and its two-hundred day moving average price is $59.86.
Tyson Foods (NYSE:TSN – Get Free Report) last released its quarterly earnings data on Monday, May 4th. The company reported $0.87 EPS for the quarter, beating the consensus estimate of $0.76 by $0.11. Tyson Foods had a return on equity of 7.59% and a net margin of 0.81%.The company had revenue of $13.65 billion during the quarter, compared to the consensus estimate of $13.63 billion. During the same quarter in the prior year, the firm posted $0.92 EPS. The firm’s revenue for the quarter was up 4.4% compared to the same quarter last year. Equities research analysts expect that Tyson Foods, Inc. will post 3.95 earnings per share for the current fiscal year.
About Tyson Foods
Tyson Foods, Inc (NYSE: TSN) is a multinational food company primarily engaged in the production, processing and marketing of protein-based and prepared food products. Founded in 1935 and headquartered in Springdale, Arkansas, the company is one of the world’s largest processors of chicken, beef and pork. Its operations span live animal procurement and farming relationships through slaughter, further processing and distribution, supplying raw protein and value-added prepared foods to retail, foodservice and industrial customers.
The company’s product portfolio covers fresh and frozen meats, branded and private-label prepared foods, and a range of value-added items such as ready-to-eat and ready-to-cook meals, snack and sandwich meats.
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