TreeHouse Foods (THS) Expected to Post Quarterly Earnings on Friday

TreeHouse Foods (NYSE:THS) is expected to be issuing its Q4 2025 results before the market opens on Friday, February 13th. Analysts expect the company to announce earnings of $0.91 per share and revenue of $927.55 million for the quarter. Individuals can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Friday, February 20, 2026 at 9:30 AM ET.

TreeHouse Foods (NYSE:THS) last posted its quarterly earnings data on Monday, November 10th. The company reported $0.43 EPS for the quarter, missing analysts’ consensus estimates of $0.53 by ($0.10). The business had revenue of $841.90 million for the quarter, compared to analyst estimates of $853.53 million. TreeHouse Foods had a positive return on equity of 5.52% and a negative net margin of 7.25%.The company’s quarterly revenue was up .1% on a year-over-year basis. During the same quarter in the prior year, the company earned ($0.07) earnings per share. On average, analysts expect TreeHouse Foods to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

TreeHouse Foods Price Performance

Shares of NYSE THS opened at $24.40 on Wednesday. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.29 and a quick ratio of 0.40. The business has a 50-day moving average of $24.02 and a 200-day moving average of $21.18. The stock has a market capitalization of $1.23 billion, a price-to-earnings ratio of -5.08 and a beta of 0.18. TreeHouse Foods has a fifty-two week low of $15.85 and a fifty-two week high of $40.77.

Insider Activity

In other news, Director Jana Partners Management, Lp sold 1,959,221 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $24.48, for a total transaction of $47,961,730.08. Following the completion of the sale, the director owned 3,862,116 shares in the company, valued at approximately $94,544,599.68. This trade represents a 33.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Stephen Alan Landry sold 6,097 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $23.79, for a total transaction of $145,047.63. The SEC filing for this sale provides additional information. 11.10% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On TreeHouse Foods

Large investors have recently made changes to their positions in the company. EverSource Wealth Advisors LLC boosted its stake in TreeHouse Foods by 320.8% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,355 shares of the company’s stock valued at $26,000 after purchasing an additional 1,033 shares during the period. PNC Financial Services Group Inc. increased its position in TreeHouse Foods by 97.8% during the 4th quarter. PNC Financial Services Group Inc. now owns 1,897 shares of the company’s stock worth $45,000 after buying an additional 938 shares during the period. Canada Pension Plan Investment Board acquired a new stake in shares of TreeHouse Foods during the second quarter worth $70,000. Quadrant Capital Group LLC acquired a new stake in shares of TreeHouse Foods during the third quarter worth $73,000. Finally, Tower Research Capital LLC TRC boosted its position in shares of TreeHouse Foods by 101.0% in the second quarter. Tower Research Capital LLC TRC now owns 4,561 shares of the company’s stock valued at $89,000 after acquiring an additional 2,292 shares during the period. Institutional investors own 99.81% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have weighed in on the company. William Blair downgraded TreeHouse Foods from an “outperform” rating to a “hold” rating in a research note on Tuesday, November 11th. Zacks Research raised TreeHouse Foods from a “strong sell” rating to a “hold” rating in a report on Thursday, January 1st. Stifel Nicolaus boosted their target price on shares of TreeHouse Foods from $19.00 to $22.50 and gave the stock a “hold” rating in a report on Tuesday, November 11th. Barclays upped their price target on shares of TreeHouse Foods from $21.00 to $23.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 11th. Finally, Weiss Ratings reissued a “sell (e+)” rating on shares of TreeHouse Foods in a research report on Monday, December 29th. Eight equities research analysts have rated the stock with a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, TreeHouse Foods currently has an average rating of “Reduce” and a consensus price target of $24.67.

About TreeHouse Foods

TreeHouse Foods, Inc (NYSE: THS) is a leading manufacturer and supplier of private-label packaged food and beverage products. Headquartered in Oak Brook, Illinois, the company partners with major grocery chains, club retailers and foodservice outlets to develop, produce and distribute a diverse portfolio of items under store brands and, in select categories, under its own labels.

Since its founding in 2005 through the consolidation of several specialty food businesses, TreeHouse Foods has grown primarily through strategic acquisitions and operational integration.