Smithfield Foods (NASDAQ:SFD) Issues Quarterly Earnings Results, Beats Expectations By $0.16 EPS

Smithfield Foods (NASDAQ:SFD) announced its quarterly earnings data on Tuesday. The company reported $0.83 EPS for the quarter, beating analysts’ consensus estimates of $0.67 by $0.16, Briefing.com reports. The company’s quarterly revenue was up 7.0% on a year-over-year basis.

Smithfield Foods Stock Performance

Shares of NASDAQ:SFD opened at $24.58 on Tuesday. The company has a market capitalization of $9.66 billion, a PE ratio of 11.12, a price-to-earnings-growth ratio of 1.22 and a beta of 0.12. The stock has a fifty day moving average of $24.07 and a 200-day moving average of $22.98. Smithfield Foods has a one year low of $18.55 and a one year high of $26.07.

More Smithfield Foods News

Here are the key news stories impacting Smithfield Foods this week:

• Positive Sentiment: Q4 EPS and revenue beat — Smithfield reported $0.83 EPS (vs. ~$0.66–$0.67 consensus) and consolidated revenue rose 7% year/year, driving the immediate market lift. SFD Tops Q4 Estimates (Zacks)
• Positive Sentiment: Record fiscal 2025 results and dividend increase — Full‑year operating profit of ~$1.3B, net sales +9.8% to $15.5B, >$1B operating cash flow and a board‑approved raise to $1.25 annual dividend for 2026. Those fundamentals support shareholder returns. Record Fiscal 2025 Results (GlobeNewswire)
• Positive Sentiment: Resilient packaged‑meats demand and cost saves — Management cited strong packaged‑meats performance and cost‑saving initiatives that helped margins and premarket gains. Smithfield Beats on Resilient Demand (Reuters)
• Neutral Sentiment: FY2026 guidance is conservative — the company projects low‑single‑digit sales growth and adjusted operating profit of $1.325–$1.475B (excludes Nathan’s acquisition impact), a cautious but achievable outlook. 2026 Outlook (GlobeNewswire)
• Neutral Sentiment: Strategic M&A and CAPEX — Smithfield announced the Nathan’s Famous deal and a proposed state‑of‑the‑art Sioux Falls facility; these are growth initiatives but carry execution and integration timelines. M&A & Facility Plans (GlobeNewswire)
• Negative Sentiment: Segment profit pressures — On an annual basis Packaged Meats operating profit declined ~6.4% and Fresh Pork fell ~19.7% year/year, highlighting uneven performance beneath consolidated results. Segment Results (GlobeNewswire)
• Negative Sentiment: Restructuring and near‑term costs — The company noted workforce reductions, hog‑production rightsizing and other reform charges that can pressure near‑term margins and carry execution risk. Fiscal Results & Restructuring (Quiver)

Analyst Ratings Changes

Several research firms recently issued reports on SFD. Wall Street Zen cut shares of Smithfield Foods from a “buy” rating to a “hold” rating in a research report on Saturday. Weiss Ratings restated a “hold (c)” rating on shares of Smithfield Foods in a report on Monday, December 29th. Four research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $28.88.

Hedge Funds Weigh In On Smithfield Foods

Several institutional investors and hedge funds have recently modified their holdings of SFD. Royal Bank of Canada acquired a new stake in shares of Smithfield Foods during the 1st quarter valued at about $1,456,000. Goldman Sachs Group Inc. acquired a new position in Smithfield Foods in the first quarter worth approximately $3,195,000. Cetera Investment Advisers acquired a new position in Smithfield Foods in the second quarter worth approximately $485,000. JPMorgan Chase & Co. raised its position in Smithfield Foods by 7,016.0% during the second quarter. JPMorgan Chase & Co. now owns 36,363 shares of the company’s stock valued at $856,000 after acquiring an additional 35,852 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership raised its position in Smithfield Foods by 267.1% during the second quarter. Arrowstreet Capital Limited Partnership now owns 53,025 shares of the company’s stock valued at $1,248,000 after acquiring an additional 38,580 shares in the last quarter.

Smithfield Foods Company Profile

Smithfield Foods, Inc (NASDAQ: SFD) is one of the world’s largest pork processors and hog producers. Founded in 1936 in Smithfield, Virginia, the company has grown from a regional ham producer into a fully integrated food company offering a broad range of fresh pork, value-added meats and prepared foods. Its product portfolio includes bacon, ham, sausage, ribs and deli meats marketed under well-known brands such as Smithfield®, Nathan’s Famous® and Eckrich®.

Smithfield operates a network of hog production facilities, processing plants and distribution centers across the United States, Europe and Latin America.