SFD
SMITHFIELD FOODS INC
$26.25
-2.31%
$10.5B
No data for this timeframe.
Vol
Market Cap$10.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders9 funds
Inst. Value$183.2M
Inst. Activity4 buys / 2 sells
SEC Reports4
Press Releases3
Recent Activity
Jun 9, 2026
short_volume
Short Volume: SFD — 65.8% short (0.4M / 0.5M)
Short: 350,658 | Exempt: 27,161 | TRF Vol: 533,281 | Short Ratio: 65.8% | Off-exchange volume (dark
Jun 2, 2026
Insider
QUELCH JOHN sold 6,915 shares
Director @ $0.00 ($0.00)
Jun 2, 2026
Insider
Gallagher Marie T. sold 6,915 shares
Director @ $0.00 ($0.00)
Jun 2, 2026
Insider
Starling Raymond A sold 6,915 shares
Director @ $0.00 ($0.00)
Apr 28, 2026
SEC
Smithfield Foods reported Q1 FY2026 adjusted diluted EPS of $0.64, a 9.1% beat vs the $0.59 consensus, on revenue of $3.
8-K — Impact 6/10
Apr 28, 2026
SEC
Smithfield Foods reported a strong fiscal Q1 2026 earnings beat, with adjusted EPS of $0.64 (vs. consensus $0.59) and ne
PRESS-RELEASE — Impact 7/10
Apr 20, 2026
SEC
Smithfield Foods, Inc. filed a DEFA14A, which is a definitive proxy statement related to a shareholder vote. The documen
DEFA14A — Impact 2/10
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
1,402,258 shares ($31.3M)
Price Targets
$31.36
+17.6% upside
Buy
Current $26.67
Low $28.00
Median $32.00
High $35.00
7 analysts
$28.00
$35.00
Analyst Ratings
2Strong Buy
7Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 29, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
| Mar 25, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.64 ▼ -4.8% | $0.60 — $0.69 | 16% YoY | 5 |
| Next Q | $0.65 ▼ -2.9% | $0.60 — $0.71 | 13% YoY | 5 |
| Current FY | $2.67 | $2.57 — $2.75 | 5% YoY | 7 |
| Next FY | $2.58 ▼ -1.3% | $2.45 — $2.70 | -3% YoY | 7 |
Latest Reports
BULLISH
8-K
6/10
Smithfield Foods reported Q1 FY2026 adjusted diluted EPS of $0.64, a 9.1% beat vs the $0.59 consensus, on revenue of $3.
Apr 28, 2026
BULLISH
PRESS-RELEASE
7/10
Smithfield Foods reported a strong fiscal Q1 2026 earnings beat, with adjusted EPS of $0.64 (vs. consensus $0.59) and ne
Apr 28, 2026
NEUTRAL
Press
5/10
{
"summary": "Smithfield Foods announced a new integrated marketing agency team to enhance brand presence and innovati
Apr 17, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $61.5M | NEW |
| MORGAN STANLEY | $46.6M | DOUBLED |
| TWO SIGMA INVESTMENTS, LP | $31.3M | DOUBLED |
| NORGES BANK | $31.3M | NEW |
| BANK OF AMERICA CORP | $6.2M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 2, 2026 | QUELCH JOHN | A | $0.00 |
| Jun 2, 2026 | Gallagher Marie | A | $0.00 |
| Jun 2, 2026 | Starling Raymond | A | $0.00 |
| Mar 10, 2026 | Watts Keller | F | $253.9K |
| Mar 10, 2026 | Sutton Doug | F | $253.9K |
9 institutional holders with $183.2M total value (8,202,110 shares) as of 2025-Q4. Top holders: FMR, MORGAN, TWO. Net buying activity: 4 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 2,754,595 | $61.5M | 33.6% | NEW |
| 2 | MORGAN STANLEY | 2,088,209 | $46.6M | 25.5% | DOUBLED +202.8% |
| 3 | TWO SIGMA INVESTMENTS, LP | 1,402,258 | $31.3M | 17.1% | DOUBLED +182.3% |
| 4 | NORGES BANK | 1,401,313 | $31.3M | 17.1% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 275,650 | $6.2M | 3.4% | TRIM -35.5% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 212,300 | $4.7M | 2.6% | DOUBLED +443.0% |
| 7 | VANGUARD GROUP INC | 40,368 | $901.4K | 0.5% | NEAR_EXIT -84.4% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23,277 | $519.8K | 0.3% | ADD +28.5% |
| 9 | WELLS FARGO & COMPANY/MN | 4,140 | $92.4K | 0.1% | NEAR_EXIT -84.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 496,662 | 1,402,258 | +182.3% | $31.3M | 2025-Q4 |
| NORGES BANK | NEW | — | 1,401,313 | — | $31.3M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 427,440 | 275,650 | -35.5% | $6.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 39,100 | 212,300 | +443.0% | $4.7M | 2025-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | 18,110 | 23,277 | +28.5% | $519.8K | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | NEAR_EXIT | 27,001 | 4,140 | -84.7% | $92.4K | 2025-Q4 |
| MORGAN STANLEY | DOUBLED | 644,079 | 1,950,585 | +202.8% | $45.8M | 2025-Q3 |
| UBS Group AG | DOUBLED | 242,363 | 694,438 | +186.5% | $16.3M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 94,905 | 496,662 | +423.3% | $11.7M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 189,156 | 427,440 | +126.0% | $10.0M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 184,900 | 39,100 | -78.9% | $918.1K | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 18,110 | — | $425.2K | 2025-Q3 |
| NORGES BANK | EXIT | 1,330,000 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,330,000 | — | $31.3M | 2025-Q2 |
| MORGAN STANLEY | DOUBLED | 64,824 | 644,079 | +893.6% | $15.2M | 2025-Q2 |
| UBS Group AG | TRIM | 636,541 | 242,363 | -61.9% | $5.7M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | TRIM | 274,546 | 189,156 | -31.1% | $4.5M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 112,800 | 184,900 | +63.9% | $4.4M | 2025-Q2 |
| VANGUARD GROUP INC | NEAR_EXIT | 256,271 | 39,870 | -84.4% | $938.1K | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 8 | 29,053 | +363062.5% | $683.6K | 2025-Q2 |
| FMR LLC | NEW | — | 2,602,617 | — | $53.1M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEW | — | 2,154,864 | — | $43.9M | 2025-Q1 |
| UBS Group AG | NEW | — | 636,541 | — | $13.0M | 2025-Q1 |
| VANGUARD GROUP INC | NEW | — | 256,271 | — | $5.2M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 112,800 | — | $2.3M | 2025-Q1 |
14 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | QUELCH JOHN | Director | A | 6,915 | $0.00 | $0.00 |
| Jun 2, 2026 | Gallagher Marie T. | Director | A | 6,915 | $0.00 | $0.00 |
| Jun 2, 2026 | Starling Raymond A | Director | A | 6,915 | $0.00 | $0.00 |
| Mar 10, 2026 | Watts Keller D. | Chief Business Officer | F | 10,684 | $23.76 | $253.9K |
| Mar 10, 2026 | Sutton Doug | Chief Manufacturing Officer | F | 10,684 | $23.76 | $253.9K |
| Mar 10, 2026 | Sutton Doug | Chief Manufacturing Officer | A | 81,446 | $0.00 | $0.00 |
| Mar 10, 2026 | Westerbeek Kraig A. | President, Hog Production | F | 5,000 | $23.76 | $118.8K |
| Mar 10, 2026 | Westerbeek Kraig A. | President, Hog Production | A | 34,319 | $0.00 | $0.00 |
| Mar 10, 2026 | Smith Charles Shane | President & CEO | F | 21,978 | $23.76 | $522.2K |
| Mar 10, 2026 | Smith Charles Shane | President & CEO | A | 146,190 | $0.00 | $0.00 |
| Mar 10, 2026 | Owens Donovan | President, North America Pork | F | 10,315 | $23.76 | $245.1K |
| Mar 10, 2026 | Owens Donovan | President, North America Pork | A | 78,637 | $0.00 | $0.00 |
| Mar 10, 2026 | He Hank Shenghua | Director | F | 11,780 | $23.76 | $279.9K |
| Mar 10, 2026 | He Hank Shenghua | Director | A | 78,353 | $0.00 | $0.00 |
| Mar 10, 2026 | France Steven | President, Packaged Meats | F | 14,028 | $23.76 | $333.3K |
| Mar 10, 2026 | France Steven | President, Packaged Meats | A | 93,305 | $0.00 | $0.00 |
| Mar 10, 2026 | Checkovich Tennille J. | Chief Legal Officer | F | 1,072 | $23.76 | $25.5K |
| Mar 10, 2026 | Checkovich Tennille J. | Chief Legal Officer | A | 10,676 | $0.00 | $0.00 |
| Mar 10, 2026 | Bennett Isham Jay | Chief Human Resources Officer | F | 1,632 | $23.76 | $38.8K |
| Mar 10, 2026 | Bennett Isham Jay | Chief Human Resources Officer | A | 14,672 | $0.00 | $0.00 |
| Mar 10, 2026 | Hall Mark L. | Chief Financial Officer | F | 11,780 | $23.76 | $279.9K |
| Mar 10, 2026 | Hall Mark L. | Chief Financial Officer | A | 78,353 | $0.00 | $0.00 |
| Mar 10, 2026 | Bennett Isham Jay | Chief Human Resources Officer | A | 39,071 | $0.00 | $0.00 |
| Mar 10, 2026 | Smith Charles Shane | President & CEO | A | 389,303 | $0.00 | $0.00 |
| Mar 10, 2026 | Smith Charles Shane | President & CEO | A | 146,190 | $0.00 | $0.00 |
| Mar 10, 2026 | Owens Donovan | President, North America Pork | A | 209,409 | $0.00 | $0.00 |
| Mar 10, 2026 | Owens Donovan | President, North America Pork | A | 78,637 | $0.00 | $0.00 |
| Mar 10, 2026 | Bennett Isham Jay | Chief Human Resources Officer | A | 14,672 | $0.00 | $0.00 |
| Mar 10, 2026 | France Steven | President, Packaged Meats | A | 248,470 | $0.00 | $0.00 |
| Mar 10, 2026 | France Steven | President, Packaged Meats | A | 93,305 | $0.00 | $0.00 |
| Mar 10, 2026 | Hall Mark L. | Chief Financial Officer | A | 208,653 | $0.00 | $0.00 |
| Mar 10, 2026 | Hall Mark L. | Chief Financial Officer | A | 78,353 | $0.00 | $0.00 |
| Mar 10, 2026 | Westerbeek Kraig A. | President, Hog Production | A | 34,319 | $0.00 | $0.00 |
| Mar 10, 2026 | Westerbeek Kraig A. | President, Hog Production | A | 91,390 | $0.00 | $0.00 |
| Mar 10, 2026 | Watts Keller D. | Chief Business Officer | A | 81,446 | $0.00 | $0.00 |
| Mar 10, 2026 | Watts Keller D. | Chief Business Officer | A | 216,889 | $0.00 | $0.00 |
| Mar 10, 2026 | He Hank Shenghua | Director | A | 208,653 | $0.00 | $0.00 |
| Mar 10, 2026 | He Hank Shenghua | Director | A | 78,353 | $0.00 | $0.00 |
| Mar 10, 2026 | Checkovich Tennille J. | Chief Legal Officer | A | 28,431 | $0.00 | $0.00 |
| Mar 10, 2026 | Checkovich Tennille J. | Chief Legal Officer | A | 10,676 | $0.00 | $0.00 |
| Mar 10, 2026 | Sutton Doug | Chief Manufacturing Officer | A | 216,889 | $0.00 | $0.00 |
| Mar 10, 2026 | Sutton Doug | Chief Manufacturing Officer | A | 81,446 | $0.00 | $0.00 |
| Jan 28, 2026 | France Steven | President, Packaged Meats | F | 3,848 | $23.65 | $91.0K |
| Jan 28, 2026 | Westerbeek Kraig A. | President, Hog Production | F | 1,224 | $23.65 | $28.9K |
| Jan 28, 2026 | Sutton Doug | Chief Manufacturing Officer | F | 3,159 | $23.65 | $74.7K |
| Jan 28, 2026 | Owens Donovan | President, North America Pork | F | 3,159 | $23.65 | $74.7K |
| Jan 28, 2026 | Smith Charles Shane | President & CEO | F | 5,569 | $23.65 | $131.7K |
| Jan 28, 2026 | He Hank Shenghua | Director | F | 3,849 | $23.65 | $91.0K |
| Jan 28, 2026 | Bennett Isham Jay | Chief Human Resources Officer | F | 992 | $23.65 | $23.5K |
| Jan 28, 2026 | Brobst Robert Allen JR | Chief Accounting Officer | F | 822 | $23.65 | $19.4K |
4 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.3/10.
BULLISH
8-K
6/10
Smithfield Foods reported Q1 FY2026 adjusted diluted EPS of $0.64, a 9.1% beat vs the $0.59 consensu
Apr 28, 2026
BULLISH
PRESS-RELEASE
7/10
Smithfield Foods reported a strong fiscal Q1 2026 earnings beat, with adjusted EPS of $0.64 (vs. con
Apr 28, 2026
NEUTRAL
DEFA14A
2/10
Smithfield Foods, Inc. filed a DEFA14A, which is a definitive proxy statement related to a sharehold
Apr 20, 2026
BULLISH
PRESS-RELEASE
6/10
Smithfield Foods announced it will release Q1 FY2026 financial results on April 28, 2026, ahead of m
Apr 7, 2026
NEUTRAL
5/10
{
"summary": "Smithfield Foods announced a new integrated marketing agency team to enhance brand p
Apr 17, 2026
BULLISH
8/10
Smithfield Foods reported strong fiscal 2025 results with full-year revenue of $15.5 billion (up 9.8
Mar 24, 2026
NEUTRAL
3/10
Smithfield Foods announced it will release its fiscal 2025 fourth-quarter and full-year earnings on
Mar 3, 2026
Current analyst consensus: Strong Buy (82% buy). Based on 11 analysts: 2 strong buy, 7 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$31.36 mean target
+17.6% upside
Buy (1.57)
$28.00 Low
$35.00 High
| Metric | Value |
|---|---|
| Current Price | $26.67 |
| Target Low | $28.00 |
| Target Mean | $31.36 |
| Target Median | $32.00 |
| Target High | $35.00 |
| # Analysts | 7 |
| Recommendation | Buy (1.57) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.64 | $0.60 | $0.69 | 15.9% | -4.8% | — | $3.7B | -2.5% | 5 |
| Next Q 2026-09-30 |
$0.65 | $0.60 | $0.71 | 12.7% | -2.9% | — | $3.9B | 2.8% | 5 |
| Current FY 2026-12-31 |
$2.67 | $2.57 | $2.75 | 4.7% | -0.0% | — | $15.8B | 1.5% | 7 |
| Next FY 2027-12-31 |
$2.58 | $2.45 | $2.70 | -3.3% | -1.3% | 0↑ 1↓ | $15.9B | 0.7% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.637 | |
| 7d ago | $0.647 | -0.010 |
| 30d ago | $0.669 | -0.032 |
| 60d ago | $0.694 | -0.056 |
| 90d ago | $0.624 | +0.013 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 29, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Mar 25, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| May 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| Apr 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| Mar 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| Feb 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% | |
| Jan 1, 2026 | 2 | 7 | 2 | 0 | 0 | 82% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 9, 2026
short_volume
Short Volume: SFD — 65.8% short (0.4M / 0.5M)
Short: 350,658 | Exempt: 27,161 | TRF Vol: 533,281 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: SFD — 60.0% short (0.4M / 0.7M)
Short: 435,681 | Exempt: 0 | TRF Vol: 725,650 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: SFD — 55.9% short (0.4M / 0.7M)
Short: 381,475 | Exempt: 10 | TRF Vol: 682,268 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: SFD — 67.4% short (0.3M / 0.5M)
Short: 347,668 | Exempt: 0 | TRF Vol: 515,876 | Short Ratio: 67.4% | Off-exchange volume (dark pool + OTC)
May 25, 2026
other
Smithfield Foods Partners with Operation Homefront to Support Military and Veteran Families
Smithfield Foods Partners with Operation Homefront to Support Military and Veteran Families
May 18, 2026
dark_pool
Dark Pool: SFD — 1.4M shares, 33,752 trades
Week starting 2026-05-18. Total ATS volume: 1,445,632 shares across 33,752 trades.
May 11, 2026
dark_pool
Dark Pool: SFD — 1.9M shares, 43,473 trades
Week starting 2026-05-11. Total ATS volume: 1,888,400 shares across 43,473 trades.
May 4, 2026
dark_pool
Dark Pool: SFD — 1.6M shares, 36,579 trades
Week starting 2026-05-04. Total ATS volume: 1,633,698 shares across 36,579 trades.
Apr 30, 2026
dividend
Smithfield Foods Declares Quarterly Dividend
Smithfield Foods Declares Quarterly Dividend
Apr 30, 2026
other
Nathan’s Famous Reimagines the New York Hot Dog with New 100% Grass-Fed Beef Franks
Nathan’s Famous Reimagines the New York Hot Dog with New 100% Grass-Fed Beef Franks
Apr 28, 2026
earnings
Smithfield Foods Reports Record First Quarter Fiscal 2026 Results
Smithfield Foods Reports Record First Quarter Fiscal 2026 Results
Apr 28, 2026
earnings_calendar
SFD Q1 2026 Earnings Scheduled — 2026-04-28
Apr 27, 2026
dark_pool
Dark Pool: SFD — 3.0M shares, 53,280 trades
Week starting 2026-04-27. Total ATS volume: 2,968,041 shares across 53,280 trades.
Apr 21, 2026
other
Eckrich Serves Up the Taste of Home and Feel-Good Moments with Campaign Celebrating Bold Flavor for Grilling Season
Eckrich Serves Up the Taste of Home and Feel-Good Moments with Campaign Celebrating Bold Flavor for Grilling Season
Apr 20, 2026
short_volume
Short Volume: SFD — 62.9% short (0.4M / 0.6M)
Short: 357,526 | Exempt: 0 | TRF Vol: 568,201 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)