Tyson Foods (NYSE:TSN) Releases Earnings Results, Hits Estimates

Tyson Foods (NYSE:TSN) released its quarterly earnings data on Monday. The company reported $0.99 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.99, FiscalAI reports. The business had revenue of $13.87 billion during the quarter, compared to analyst estimates of $14.07 billion. Tyson Foods had a net margin of 1.03% and a return on equity of 7.77%. Tyson Foods’s quarterly revenue was down .1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.91 EPS.

Here are the key takeaways from Tyson Foods’ conference call:

• Third-quarter adjusted EPS rose 9% to $0.99, while adjusted operating income increased to $547 million on essentially flat sales of $13.9 billion. Year-to-date free cash flow reached $913 million, supported by $4 billion of liquidity and 2.1x net leverage.
• Chicken delivered another strong quarter, with operating income up $40 million year over year to $488 million and an 11.2% margin. Management attributed the performance to branded and value-added mix, strategic customer commitments, operational improvements, and continued volume growth rather than commodity pricing.
• Prepared Foods posted its third consecutive quarter of volume and sales growth, gained retail share throughout all 13 weeks, and raised its full-year operating income outlook midpoint to $1.3 billion-$1.35 billion. Management expects innovation, distribution gains, and moderating commodity costs to support further volume and profit growth into fiscal 2027.
• Beef remained the major earnings drag, recording a $138 million operating loss as cattle shortages and USDA margin compression outweighed footprint-optimization benefits. Tyson lowered its full-year beef outlook to an operating loss of $500 million-$650 million, while Mexican cattle imports may provide only gradual improvement beginning in fiscal 2027 and beyond.
• Tyson narrowed fiscal 2026 adjusted operating income guidance to $2.1 billion-$2.3 billion and free cash flow guidance to $1.3 billion-$1.7 billion. Incoming CEO Jeff Schomburger said the company will largely stay the course on operational execution, brands, innovation, and value-added protein, with more detailed priorities expected later.

Tyson Foods Stock Performance

TSN traded down $0.16 during midday trading on Wednesday, reaching $58.58. The company’s stock had a trading volume of 219,860 shares, compared to its average volume of 3,123,220. The company has a current ratio of 1.43, a quick ratio of 0.70 and a debt-to-equity ratio of 0.36. The company has a fifty day simple moving average of $58.22 and a 200 day simple moving average of $61.85. The stock has a market cap of $20.63 billion, a P/E ratio of 46.13, a PEG ratio of 1.25 and a beta of 0.40. Tyson Foods has a twelve month low of $50.56 and a twelve month high of $69.48.

Tyson Foods Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be issued a $0.51 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $2.04 dividend on an annualized basis and a yield of 3.5%. Tyson Foods’s dividend payout ratio (DPR) is 160.63%.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. Weiss Ratings lowered Tyson Foods from a “hold (c+)” rating to a “hold (c)” rating in a report on Thursday, July 9th. JPMorgan Chase & Co. lowered their price objective on Tyson Foods from $71.00 to $65.00 and set a “neutral” rating on the stock in a report on Tuesday, July 14th. HSBC cut their price objective on Tyson Foods from $74.00 to $69.00 and set a “hold” rating on the stock in a research note on Wednesday, July 29th. BMO Capital Markets reiterated an “outperform” rating on shares of Tyson Foods in a report on Tuesday, May 5th. Finally, Bank of America dropped their price target on shares of Tyson Foods from $70.00 to $68.00 and set a “neutral” rating on the stock in a research report on Thursday, July 2nd. Four equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $70.67.

Institutional Investors Weigh In On Tyson Foods

Several hedge funds and other institutional investors have recently modified their holdings of the stock. State Street Corp raised its stake in Tyson Foods by 0.6% during the 3rd quarter. State Street Corp now owns 14,075,676 shares of the company’s stock valued at $764,309,000 after purchasing an additional 85,282 shares during the last quarter. AQR Capital Management LLC grew its position in Tyson Foods by 20.6% in the 4th quarter. AQR Capital Management LLC now owns 8,114,441 shares of the company’s stock worth $475,669,000 after purchasing an additional 1,387,645 shares during the last quarter. Invesco Ltd. increased its holdings in shares of Tyson Foods by 1.4% during the 4th quarter. Invesco Ltd. now owns 6,055,876 shares of the company’s stock worth $354,995,000 after purchasing an additional 83,861 shares during the period. Price T Rowe Associates Inc. MD increased its holdings in shares of Tyson Foods by 4.2% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,317,378 shares of the company’s stock worth $311,706,000 after purchasing an additional 215,655 shares during the period. Finally, Northern Trust Corp raised its position in shares of Tyson Foods by 2.1% during the fourth quarter. Northern Trust Corp now owns 4,601,488 shares of the company’s stock valued at $269,739,000 after buying an additional 94,003 shares during the last quarter. Institutional investors and hedge funds own 67.00% of the company’s stock.

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.