HRL
HORMEL FOODS CORP /DE/
$24.75
+1.27%
$13.6B
No data for this timeframe.
Vol
Market Cap$13.6B
Cap SizeLarge Cap
Analyst ConsensusHold (40%)
Inst. Holders50 funds
Inst. Value$4.1B
Inst. Activity32 buys / 18 sells
Reddit Sentiment50° Neutral
SEC Reports2
Recent Activity
Jun 11, 2026
SEC
A mixed institutional cluster in HRL for Q3 2025 shows three mega-passive buyers (Invesco, Morgan Stanley, Wells Fargo)
INST-CLUSTER — Impact 5/10
Jun 11, 2026
short_volume
Short Volume: HRL — 57.5% short (0.6M / 1.0M)
Short: 582,808 | Exempt: 0 | TRF Vol: 1,014,447 | Short Ratio: 57.5% | Off-exchange volume (dark poo
Jun 9, 2026
Insider
Borrelli Domenic was granted 8,341 shares
EVP, Retail
Jun 9, 2026
Insider
Bonifant William W. was granted 34,900 shares
GVP, Chief Supply Chain Ofc.
Jun 9, 2026
Insider
Borrelli Domenic was granted 50,800 shares
EVP, Retail
Feb 26, 2026
SEC
Hormel Foods reported first-quarter fiscal 2026 results with $3.03 billion in net sales (up 1.3% YoY) and diluted EPS of
8-K — Impact 5/10
Inst.
Invesco Ltd. — ADD
14,918,080 shares ($337.9M)
Inst.
Nuveen, LLC — DOUBLED
3,124,443 shares ($70.8M)
Price Targets
$26.50
+7.1% upside
Buy
Current $24.75
Low $25.00
Median $26.00
High $30.00
8 analysts
$25.00
$30.00
Analyst Ratings
1Strong Buy
5Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 29, 2026 | B of A Securities | MAINTAIN | Neutral → Neutral |
| May 29, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight → Equal-Weight |
| May 21, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 9, 2026 | JP Morgan | DOWNGRADE | Overweight → Neutral |
| Feb 27, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.35 ▼ -4.8% | $0.35 — $0.37 | 1% YoY | 8 |
| Next Q | $0.40 ▼ -1.3% | $0.39 — $0.42 | 24% YoY | 7 |
| Current FY | $1.49 ▲ +1.3% | $1.45 — $1.51 | 9% YoY | 9 |
| Next FY | $1.56 | $1.41 — $1.61 | 5% YoY | 10 |
Latest Reports
BEARISH
INST-CLUSTER
5/10
A mixed institutional cluster in HRL for Q3 2025 shows three mega-passive buyers (Invesco, Morgan Stanley, Wells Fargo)
Jun 11, 2026
NEUTRAL
8-K
5/10
Hormel Foods reported first-quarter fiscal 2026 results with $3.03 billion in net sales (up 1.3% YoY) and diluted EPS of
Feb 26, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| STATE STREET CORP | $622.4M | — |
| BlackRock, Inc. | $537.1M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $436.5M | — |
| Invesco Ltd. | $337.9M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $332.6M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 9, 2026 | Borrelli Domenic | A | $0.00 |
| Jun 9, 2026 | Bonifant William | A | $0.00 |
| Jun 9, 2026 | Borrelli Domenic | A | $0.00 |
| Jun 9, 2026 | Bonifant William | A | $0.00 |
| Apr 27, 2026 | Aakre D | F | $37.0K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $4.1B total value (180,012,484 shares) as of 2026-Q1. Top holders: STATE, BlackRock,, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | 27,478,133 | $622.4M | 15.3% | — |
| 2 | BlackRock, Inc. | 23,711,352 | $537.1M | 13.2% | — |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 19,273,214 | $436.5M | 10.7% | — |
| 4 | Invesco Ltd. | 14,918,080 | $337.9M | 8.3% | ADD +51.0% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 14,683,128 | $332.6M | 8.2% | — |
| 6 | TWO SIGMA INVESTMENTS, LP | 11,986,728 | $271.5M | 6.7% | — |
| 7 | MORGAN STANLEY | 7,141,040 | $161.7M | 4.0% | — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 6,849,174 | $155.2M | 3.8% | — |
| 9 | CITADEL ADVISORS LLC | 4,335,830 | $98.2M | 2.4% | — |
| 10 | MAIRS & POWER INC | 3,417,959 | $77.4M | 1.9% | — |
| 11 | Nuveen, LLC | 3,124,443 | $70.8M | 1.7% | DOUBLED +358.2% |
| 12 | GOLDMAN SACHS GROUP INC | 3,050,212 | $69.1M | 1.7% | — |
| 13 | FIRST TRUST ADVISORS LP | 2,843,537 | $64.4M | 1.6% | — |
| 14 | BANK OF AMERICA CORP /DE/ | 2,405,895 | $54.5M | 1.3% | — |
| 15 | Point72 Asset Management, L.P. | 2,391,217 | $54.2M | 1.3% | DOUBLED +1325.3% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,219,437 | $50.3M | 1.2% | — |
| 17 | GATES FOUNDATION TRUST | 2,085,290 | $47.2M | 1.2% | — |
| 18 | Epoch Investment Partners, Inc. | 1,974,985 | $44.7M | 1.1% | NEW |
| 19 | DEUTSCHE BANK AG\ | 1,894,448 | $42.9M | 1.1% | — |
| 20 | NOMURA ASSET MANAGEMENT CO LTD | 1,662,822 | $37.7M | 0.9% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Invesco Ltd. | ADD | 9,876,301 | 14,918,080 | +51.0% | $337.9M | 2026-Q1 |
| Nuveen, LLC | DOUBLED | 681,922 | 3,124,443 | +358.2% | $70.8M | 2026-Q1 |
| Point72 Asset Management, L.P. | DOUBLED | 167,773 | 2,391,217 | +1325.3% | $54.2M | 2026-Q1 |
| Epoch Investment Partners, Inc. | NEW | — | 1,974,985 | — | $44.7M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | ADD | 1,316,473 | 1,656,160 | +25.8% | $37.5M | 2026-Q1 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | NEW | — | 1,284,964 | — | $29.1M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 357,721 | 627,949 | +75.5% | $14.2M | 2026-Q1 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | TRIM | 741,617 | 541,021 | -27.0% | $12.3M | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 1,035,577 | 508,397 | -50.9% | $11.5M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | ADD | 335,779 | 483,717 | +44.1% | $11.0M | 2026-Q1 |
| AVIVA PLC | ADD | 251,858 | 318,103 | +26.3% | $7.2M | 2026-Q1 |
| Assenagon Asset Management S.A. | DOUBLED | 17,497 | 219,622 | +1155.2% | $5.0M | 2026-Q1 |
| FIFTH THIRD BANCORP | ADD | 152,545 | 202,223 | +32.6% | $4.6M | 2026-Q1 |
| State of Tennessee, Department of Treasury | DOUBLED | 30,670 | 196,847 | +541.8% | $4.5M | 2026-Q1 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | ADD | 134,852 | 196,752 | +45.9% | $4.5M | 2026-Q1 |
| Korea Investment CORP | DOUBLED | 91,595 | 193,745 | +111.5% | $4.4M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 92,186 | 152,991 | +66.0% | $3.5M | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | ADD | 97,192 | 122,195 | +25.7% | $2.8M | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP | DOUBLED | 25,196 | 116,503 | +362.4% | $2.6M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 43,634 | 104,114 | +138.6% | $2.4M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 52,762 | 97,577 | +84.9% | $2.2M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 43,639 | 90,596 | +107.6% | $2.1M | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | TRIM | 263,146 | 90,146 | -65.7% | $2.0M | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 157,501 | 81,937 | -48.0% | $1.9M | 2026-Q1 |
| NOMURA HOLDINGS INC | DOUBLED | 30,555 | 81,009 | +165.1% | $1.8M | 2026-Q1 |
13 unique insiders with 25 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 9, 2026 | Borrelli Domenic | EVP, Retail | AWARD | 8,341 | — | — |
| Jun 9, 2026 | Bonifant William W. | GVP, Chief Supply Chain Ofc. | AWARD | 34,900 | — | — |
| Jun 9, 2026 | Borrelli Domenic | EVP, Retail | AWARD | 50,800 | — | — |
| Jun 9, 2026 | Bonifant William W. | GVP, Chief Supply Chain Ofc. | AWARD | 5,734 | — | — |
| Apr 27, 2026 | Aakre D Scott | Director | TAX W/H | 1,722 | $21.47 | $37.0K |
| Apr 14, 2026 | Bonifant William W. | GVP, Chief Supply Chain Ofc. | AWARD | 12,043 | — | — |
| Apr 14, 2026 | Bonifant William W. | GVP, Chief Supply Chain Ofc. | AWARD | 87,700 | — | — |
| Mar 31, 2026 | Schoneman Debbra L. | Director | AWARD | 1,332.78 | $22.65 | $30.2K |
| Mar 31, 2026 | Policinski Christopher J. | Director | AWARD | 2,491.72 | $22.65 | $56.4K |
| Mar 31, 2026 | White Steven Andrew | Director | AWARD | 2,665.56 | $22.65 | $60.4K |
| Mar 31, 2026 | Newlands William A | Director | AWARD | 6,721.85 | $22.65 | $152.2K |
| Mar 31, 2026 | Bhojwani Gary C. | Director | AWARD | 2,665.56 | $22.65 | $60.4K |
| Mar 18, 2026 | White Steven Andrew | Director | GIFT | 5,405 | — | — |
| Feb 2, 2026 | Policinski Christopher J. | Director | AWARD | 6,541 | — | — |
| Feb 2, 2026 | Newlands William A | Director | AWARD | 6,541 | — | — |
| Feb 2, 2026 | Bhojwani Gary C. | Director | AWARD | 6,541 | — | — |
| Feb 2, 2026 | Ghingo John F | President | AWARD | 32,707 | — | — |
| Feb 2, 2026 | Ghingo John F | President | AWARD | 201,000 | — | — |
| Feb 2, 2026 | White Steven Andrew | Director | AWARD | 6,541 | — | — |
| Feb 2, 2026 | SMITH SALLY J | Director | AWARD | 6,541 | — | — |
| Feb 2, 2026 | Murano Elsa A | Director | AWARD | 6,541 | — | — |
| Feb 2, 2026 | Aakre D Scott | Director | AWARD | 6,541 | — | — |
| Feb 2, 2026 | Schoneman Debbra L. | Director | AWARD | 6,541 | — | — |
| Feb 2, 2026 | LACY STEPHEN M | Director | AWARD | 6,541 | — | — |
| Feb 2, 2026 | Zechmeister Michael Paul | Director | AWARD | 6,541 | — | — |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (40% buy). Based on 15 analysts: 1 strong buy, 5 buy, 9 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$26.50 mean target
+7.1% upside
Buy (2.60)
$25.00 Low
$30.00 High
| Metric | Value |
|---|---|
| Current Price | $24.75 |
| Target Low | $25.00 |
| Target Mean | $26.50 |
| Target Median | $26.00 |
| Target High | $30.00 |
| # Analysts | 8 |
| Recommendation | Buy (2.60) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$0.35 | $0.35 | $0.37 | 1.1% | -4.8% | 1↑ 6↓ | $3.1B | 0.8% | 8 |
| Next Q 2026-10-31 |
$0.40 | $0.39 | $0.42 | 24.2% | -1.3% | 2↑ 4↓ | $3.2B | 1.5% | 7 |
| Current FY 2026-10-31 |
$1.49 | $1.45 | $1.51 | 8.6% | +1.3% | 6↑ 0↓ | $12.3B | 1.6% | 9 |
| Next FY 2027-10-31 |
$1.56 | $1.41 | $1.61 | 4.9% | +0.4% | 4↑ 3↓ | $12.5B | 1.5% | 10 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.354 | |
| 7d ago | $0.368 | -0.014 |
| 30d ago | $0.372 | -0.018 |
| 60d ago | $0.375 | -0.021 |
| 90d ago | $0.375 | -0.021 |
3 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 29, 2026 | B of A Securities | MAINTAIN | Neutral | Neutral |
| May 29, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | Equal-Weight |
| May 21, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 9, 2026 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| Feb 27, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 11, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 5 | 9 | 0 | 0 | 40% | |
| May 1, 2026 | 1 | 5 | 9 | 0 | 0 | 40% | |
| Apr 1, 2026 | 1 | 6 | 8 | 0 | 0 | 47% | |
| Mar 1, 2026 | 1 | 6 | 8 | 0 | 0 | 47% | |
| Feb 1, 2026 | 1 | 6 | 8 | 0 | 0 | 47% | |
| Jan 1, 2026 | 1 | 6 | 8 | 0 | 0 | 47% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 4, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 4, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
Rotation into consumer staples/defensives - best plays?
▲ 1
💬 0
⚡ 0.5
Jun 11, 2026
short_volume
Short Volume: HRL — 57.5% short (0.6M / 1.0M)
Short: 582,808 | Exempt: 0 | TRF Vol: 1,014,447 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: HRL — 62.8% short (2.2M / 3.5M)
Short: 2,173,582 | Exempt: 6,566 | TRF Vol: 3,458,601 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
May 28, 2026
earnings_calendar
HRL Q2 2026 Earnings Before Market Open — 2026-05-28
May 28, 2026
short_volume
Short Volume: HRL — 55.8% short (2.5M / 4.5M)
Short: 2,523,562 | Exempt: 30,576 | TRF Vol: 4,522,177 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: HRL — 65.6% short (1.7M / 2.6M)
Short: 1,732,869 | Exempt: 3,903 | TRF Vol: 2,642,451 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: HRL — 71.6% short (2.4M / 3.3M)
Short: 2,363,440 | Exempt: 154 | TRF Vol: 3,302,785 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: HRL — 9.9M shares, 111,375 trades
Week starting 2026-05-25. Total ATS volume: 9,946,800 shares across 111,375 trades.
May 22, 2026
short_volume
Short Volume: HRL — 66.8% short (1.4M / 2.1M)
Short: 1,424,847 | Exempt: 8,758 | TRF Vol: 2,134,334 | Short Ratio: 66.8% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: HRL — 64.0% short (1.5M / 2.4M)
Short: 1,513,421 | Exempt: 542 | TRF Vol: 2,365,880 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: HRL — 73.3% short (1.8M / 2.4M)
Short: 1,777,590 | Exempt: 5,102 | TRF Vol: 2,423,831 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: HRL — 63.7% short (1.0M / 1.6M)
Short: 1,037,947 | Exempt: 0 | TRF Vol: 1,629,033 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: HRL — 61.2% short (1.3M / 2.1M)
Short: 1,275,766 | Exempt: 904 | TRF Vol: 2,083,740 | Short Ratio: 61.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: HRL — 6.7M shares, 88,645 trades
Week starting 2026-05-18. Total ATS volume: 6,741,796 shares across 88,645 trades.
May 15, 2026
short_volume
Short Volume: HRL — 69.5% short (1.3M / 1.9M)
Short: 1,319,984 | Exempt: 0 | TRF Vol: 1,899,361 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: HRL — 65.4% short (1.0M / 1.5M)
Short: 1,009,088 | Exempt: 4,332 | TRF Vol: 1,542,897 | Short Ratio: 65.4% | Off-exchange volume (dark pool + OTC)