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SFD · NASDAQ · Packaged Foods

Smithfield Foods (SFD)

Makes packaged meats and fresh pork through an integrated hog production and processing chain.

$19.60
After hours+0.02 (+0.10%)
At close$19.58(−1.41%)
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Smithfield Foods, Inc.SFD
Consumer Staples

Processes hogs into packaged meats and fresh pork through three connected segments, supplying branded and private-label products. Operations are concentrated in the United States and Mexico after the European business transfer, while vertical integration links hog production to processing and WH Group retains control alongside a minority public float.

Processes hogs into packaged meats and fresh pork while raising animals through its Hog Production segment. The connected chain supplies branded and private-label products, with nearly all internally raised hogs moving into Fresh Pork.

Operations are concentrated in the United States and Mexico after the European business was transferred to WH Group. One Smithfield unifies acquired operations, brands, and employees under a common platform built around integration, cost discipline, and operating synergies.

Packaged Meats, Fresh Pork, and Hog Production remain linked by vertical integration and a shared operating platform. Collective-bargaining agreements cover a material share of employees, while environmental compliance has shaped the operating history. The Nasdaq-listed issuer remains controlled by WH Group, with only a minority public float following its 2025 IPO.

Company facts

CEOC. Shane Smith
ListedJan 28, 2025
ExchangeNASDAQ
HeadquartersSmithfield, VA
CountryUnited States
Employees34,500
CIK0000091388
ISINUS8322482071

Market cap$7.81B
EPS (ttm)$2.68
P/E (ttm)7.41
ROE15.6%
P/B1.12
P/S0.5061
Dividend yieldDiv yield5.98%
Beta−0.05vs XLP 0.72

Price target$30.50+55.6%Average of 4 analysts
ConsensusBuy4 of 4 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 9, 2026BarclaysReiterate
Rating: —Target: $31
Rating: OverweightTarget: $29
Aug 12, 2026Goldman SachsReiterate
Rating: —Target: —
Rating: BuyTarget: $32
Aug 12, 2026BarclaysReiterate
Rating: —Target: $32
Rating: OverweightTarget: $31
Apr 29, 2026BarclaysReiterate
Rating: —Target: $30
Rating: OverweightTarget: $32
Oct 16, 2025Morgan StanleyTarget
Target: $30
Target: $29

Next report
Oct 27, 26
in 35 days
EPS estimate
$0.25
Revenue estimate
$3.69B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Mar '25Apr '25Aug '25Oct '25Mar '26Apr '26Aug '26Oct '26
Reported$0.52$0.58$0.48$0.58$0.83$0.64$0.62Pending
Estimate$0.53$0.47$0.55$0.51$0.68$0.58$0.60$0.25
Surprise−1.9%+23.4%−13.2%+13.7%+22.8%+10.3%+3.5%—

RevenueReportedEstimate

Mar '25Apr '25Aug '25Oct '25Mar '26Apr '26Aug '26Oct '26
Reported$3.95B$3.77B$3.79B$3.75B$4.23B$3.80B$3.70BPending
Estimate$3.92B$3.63B$3.79B$3.65B$4.15B$3.70B$3.65B$3.69B
Surprise+0.7%+3.8%0.0%+2.7%+1.9%+2.6%+1.4%—
Estimate$0.25
ReportedDue Oct 27, 2026
Estimate$3.69B
ReportedDue Oct 27, 2026
View details

Debt to equity34.20%
Current ratio256.20%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$3.33B$3.95B$3.77B$3.79B$3.75B$4.23B$3.80B$3.67B
Net income$292.0M$204.0M$224.0M$188.0M$248.0M$327.0M$245.0M$238.0M
Net margin8.8%5.2%5.9%5.0%6.6%7.7%6.4%6.5%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$285.0M$335.0M$321.0M$260.0M$307.0M$441.0M$333.0M$256.0M
YoY growth—Turned profit+96.9%−22.2%+7.7%+31.6%+3.7%−1.5%

Balance sheet, Jun 28, 2026Cash & short-term investments $1.35B · Total debt $2.40B · Total assets $12.01B · Shareholders' equity $7.00B

Revenue
$3.67B
Operating income
$256.0M
Net income
$238.0M
View details

Dividend yield
5.98%
Next ex-date
Nov 13, 26
estimated · in 52 days
Annual dividend
$1.19
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

—Apr '25May '25Aug '25Nov '25Apr '26May '26Aug '26
Dividend—$0.25$0.25$0.25$0.25$0.3125$0.3125$0.3125
Annual yield—1.28%2.18%2.91%4.62%1.98%5.52%5.28%
Ex-date—Apr 10May 15Aug 14Nov 13Apr 7May 14Aug 13
Payment date—Apr 22May 29Aug 28Nov 26Apr 21May 28Aug 27
View details

Institutions≈ 13.61%53.61M shares
288 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders1.63%6.44M shares
18 holders · as of Jun 16, 2026
Strategic holders86.86%342.04M shares
1 holder · as of Nov 12, 2025
Adds to102.10%

393.77M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 102.10%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
WH Group LtdStrategic10 percent owner
86.86%342.04Mfiled Nov 12, 2025
LSV Asset ManagementInstitution
1.81%7.11Mas of Jun 30, 2026
Long WanInsiderdirector
1.29%5.06Mfiled Sep 9, 2025
Two Sigma Investments, LPInstitution
1.08%4.24Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
1.04%4.11Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 16, 2026Steven Franceofficer: President, Packaged Meats−82,825$26.82
Jun 12, 2026Raymond A. Starlingdirector−3,960$26.78
Jun 9, 2026Mark L. Hallofficer: Chief Financial Officer−78,579$26.36
View details

  • Tyson Foods

    Broad rival in U.S. fresh pork and prepared meats

  • JBS

    Scale competitor spanning U.S. pork, hogs, and prepared foods

  • Hormel Foods

    Branded packaged-meats rival in bacon and prepared proteins

  • Seaboard

    Vertically integrated rival in hog production and pork processing

CompareAfter hours

CompanyPriceChange
Smithfield Foods$19.60+0.10%$7.81B7.49.70.5−2.3%
Tyson Foods$51.82−0.01%$18.44B31.913.50.3−0.1%
JBS$11.90−0.08%$26.68B9.914.40.4+9.1%
Hormel Foods$20.38+0.20%$11.26B32.513.30.9−2.4%
Seaboard$4,124.09−0.34%$3.99B6.3—0.4+17.8%
Median20.913.50.4+4.5%