SFD
SMITHFIELD FOODS INC
$25.95
+0.08%
$10.2B
No data for this timeframe.
Vol
Market Cap$10.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (82%)
Inst. Holders50 funds
Inst. Value$719.0M
Inst. Activity21 buys / 14 sells
Insider Activity0B / 3S
Insider Net $-$4.4M
SEC Reports5
Press Releases3
Recent Activity
Jun 16, 2026
Insider
France Steven sold 82,825 shares
President, Packaged Meats @ $26.82 ($2.2M)
Jun 16, 2026
short_volume
Short Volume: SFD — 66.0% short (0.7M / 1.0M)
Short: 669,056 | Exempt: 196 | TRF Vol: 1,014,400 | Short Ratio: 66.0% | Off-exchange volume (dark p
Jun 12, 2026
Insider
France Steven acquired via exercise 82,825 shares
President, Packaged Meats @ $23.76 ($2.0M)
Jun 12, 2026
Insider
Starling Raymond A sold 3,960 shares
Director @ $26.78 ($106.0K)
Jun 11, 2026
SEC
Three mega-passive institutional investors (BlackRock, State Street, Morgan Stanley) significantly increased their SFD p
INST-CLUSTER — Impact 3/10
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
Inst.
BlackRock, Inc. — ADD
1,842,650 shares ($51.5M)
Price Targets
$31.36
+20.8% upside
Strong Buy
Current $25.95
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
NEUTRAL
INST-CLUSTER
3/10
Three mega-passive institutional investors (BlackRock, State Street, Morgan Stanley) significantly increased their SFD p
Jun 11, 2026
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
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 |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| TWO SIGMA INVESTMENTS, LP | $117.9M | DOUBLED |
| FMR LLC | $82.4M | — |
| MORGAN STANLEY | $67.1M | — |
| BlackRock, Inc. | $51.5M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 16, 2026 | France Steven | SELL | $2.2M |
| Jun 12, 2026 | France Steven | M | $2.0M |
| Jun 12, 2026 | Starling Raymond | SELL | $106.0K |
| Jun 9, 2026 | Hall Mark | M | $1.6M |
| Jun 9, 2026 | Hall Mark | SELL | $2.1M |
50 institutional holders with $719.0M total value (25,737,318 shares) as of 2026-Q1. Top holders: Erste, TWO, FMR. Net buying activity: 21 institutions added/increased vs 14 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | TWO SIGMA INVESTMENTS, LP | 4,216,930 | $117.9M | 16.4% | DOUBLED +182.3% |
| 3 | FMR LLC | 2,945,908 | $82.4M | 11.5% | — |
| 4 | MORGAN STANLEY | 2,398,315 | $67.1M | 9.3% | — |
| 5 | BlackRock, Inc. | 1,842,650 | $51.5M | 7.2% | ADD +52.6% |
| 6 | Gotham Asset Management, LLC | 1,022,669 | $28.6M | 4.0% | ADD +59.0% |
| 7 | PRUDENTIAL FINANCIAL INC | 927,627 | $25.9M | 3.6% | DOUBLED +423.8% |
| 8 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 831,100 | $23.2M | 3.2% | DOUBLED +232.4% |
| 9 | BANK OF AMERICA CORP /DE/ | 807,111 | $22.6M | 3.1% | DOUBLED +192.8% |
| 10 | STATE STREET CORP | 720,891 | $20.2M | 2.8% | ADD +25.5% |
| 11 | Allianz Asset Management GmbH | 635,888 | $17.8M | 2.5% | NEW |
| 12 | Nuveen, LLC | 634,366 | $17.7M | 2.5% | ADD +33.3% |
| 13 | FIRST TRUST ADVISORS LP | 632,415 | $17.7M | 2.5% | ADD +90.0% |
| 14 | BALYASNY ASSET MANAGEMENT L.P. | 564,891 | $15.8M | 2.2% | TRIM -48.1% |
| 15 | Russell Investments Group, Ltd. | 553,919 | $15.5M | 2.2% | TRIM -40.0% |
| 16 | Alyeska Investment Group, L.P. | 453,980 | $12.7M | 1.8% | ADD +42.4% |
| 17 | Woodline Partners LP | 428,082 | $12.0M | 1.7% | TRIM -32.9% |
| 18 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 424,484 | $11.9M | 1.7% | ADD +50.3% |
| 19 | GOLDMAN SACHS GROUP INC | 423,922 | $11.9M | 1.6% | — |
| 20 | SEI INVESTMENTS CO | 396,032 | $11.1M | 1.5% | DOUBLED +105.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 1,207,173 | 1,842,650 | +52.6% | $51.5M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 643,196 | 1,022,669 | +59.0% | $28.6M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | DOUBLED | 250,000 | 831,100 | +232.4% | $23.2M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 275,650 | 807,111 | +192.8% | $22.6M | 2026-Q1 |
| STATE STREET CORP | ADD | 574,288 | 720,891 | +25.5% | $20.2M | 2026-Q1 |
| Allianz Asset Management GmbH | NEW | — | 635,888 | — | $17.8M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 1,089,266 | 564,891 | -48.1% | $15.8M | 2026-Q1 |
| Russell Investments Group, Ltd. | TRIM | 922,747 | 553,919 | -40.0% | $15.5M | 2026-Q1 |
| Woodline Partners LP | TRIM | 638,055 | 428,082 | -32.9% | $12.0M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 192,609 | 396,032 | +105.6% | $11.1M | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP | NEW | — | 371,131 | — | $10.4M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 212,300 | 324,500 | +52.8% | $9.1M | 2026-Q1 |
| ING GROEP NV | ADD | 213,800 | 308,000 | +44.1% | $8.6M | 2026-Q1 |
| M&G Plc | ADD | 197,823 | 304,608 | +54.0% | $8.5M | 2026-Q1 |
| ExodusPoint Capital Management, LP | ADD | 184,144 | 253,425 | +37.6% | $7.1M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | ADD | 136,980 | 235,385 | +71.8% | $6.6M | 2026-Q1 |
| Holocene Advisors, LP | TRIM | 284,979 | 153,342 | -46.2% | $4.3M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEAR_EXIT | 625,699 | 144,033 | -77.0% | $4.0M | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 23,277 | 143,592 | +516.9% | $4.0M | 2026-Q1 |
| FRANKLIN RESOURCES INC | DOUBLED | 45,120 | 143,073 | +217.1% | $4.0M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | ADD | 91,423 | 115,389 | +26.2% | $3.2M | 2026-Q1 |
| HSBC HOLDINGS PLC | TRIM | 166,250 | 102,717 | -38.2% | $2.8M | 2026-Q1 |
| Verition Fund Management LLC | TRIM | 129,120 | 58,076 | -55.0% | $1.6M | 2026-Q1 |
| Magnetar Financial LLC | TRIM | 60,694 | 38,144 | -37.2% | $1.1M | 2026-Q1 |
| GLENMEDE TRUST CO NA | ADD | 9,120 | 14,777 | +62.0% | $413.3K | 2026-Q1 |
13 unique insiders with 50 transactions. Net insider value: -$4.4M ($0.00 bought, $4.4M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 16, 2026 | France Steven | President, Packaged Meats | SELL | 82,825 | $26.82 | $2.2M |
| Jun 12, 2026 | France Steven | President, Packaged Meats | EXERCISE | 82,825 | $23.76 | $2.0M |
| Jun 12, 2026 | Starling Raymond A | Director | SELL | 3,960 | $26.78 | $106.0K |
| Jun 9, 2026 | Hall Mark L. | Chief Financial Officer | EXERCISE | 78,579 | $20.00 | $1.6M |
| Jun 9, 2026 | Hall Mark L. | Chief Financial Officer | SELL | 78,579 | $26.36 | $2.1M |
| Jun 2, 2026 | QUELCH JOHN | Director | AWARD | 6,915 | — | — |
| Jun 2, 2026 | Gallagher Marie T. | Director | AWARD | 6,915 | — | — |
| Jun 2, 2026 | Starling Raymond A | Director | AWARD | 6,915 | — | — |
| Mar 10, 2026 | Watts Keller D. | Chief Business Officer | TAX W/H | 10,684 | $23.76 | $253.9K |
| Mar 10, 2026 | Sutton Doug | Chief Manufacturing Officer | TAX W/H | 10,684 | $23.76 | $253.9K |
| Mar 10, 2026 | Sutton Doug | Chief Manufacturing Officer | AWARD | 81,446 | — | — |
| Mar 10, 2026 | Westerbeek Kraig A. | President, Hog Production | TAX W/H | 5,000 | $23.76 | $118.8K |
| Mar 10, 2026 | Westerbeek Kraig A. | President, Hog Production | AWARD | 34,319 | — | — |
| Mar 10, 2026 | Smith Charles Shane | President & CEO | TAX W/H | 21,978 | $23.76 | $522.2K |
| Mar 10, 2026 | Smith Charles Shane | President & CEO | AWARD | 146,190 | — | — |
| Mar 10, 2026 | Owens Donovan | President, North America Pork | TAX W/H | 10,315 | $23.76 | $245.1K |
| Mar 10, 2026 | Owens Donovan | President, North America Pork | AWARD | 78,637 | — | — |
| Mar 10, 2026 | He Hank Shenghua | Director | TAX W/H | 11,780 | $23.76 | $279.9K |
| Mar 10, 2026 | He Hank Shenghua | Director | AWARD | 78,353 | — | — |
| Mar 10, 2026 | France Steven | President, Packaged Meats | TAX W/H | 14,028 | $23.76 | $333.3K |
| Mar 10, 2026 | France Steven | President, Packaged Meats | AWARD | 93,305 | — | — |
| Mar 10, 2026 | Checkovich Tennille J. | Chief Legal Officer | TAX W/H | 1,072 | $23.76 | $25.5K |
| Mar 10, 2026 | Checkovich Tennille J. | Chief Legal Officer | AWARD | 10,676 | — | — |
| Mar 10, 2026 | Bennett Isham Jay | Chief Human Resources Officer | TAX W/H | 1,632 | $23.76 | $38.8K |
| Mar 10, 2026 | Bennett Isham Jay | Chief Human Resources Officer | AWARD | 14,672 | — | — |
| Mar 10, 2026 | Hall Mark L. | Chief Financial Officer | TAX W/H | 11,780 | $23.76 | $279.9K |
| Mar 10, 2026 | Hall Mark L. | Chief Financial Officer | AWARD | 78,353 | — | — |
| Mar 10, 2026 | Bennett Isham Jay | Chief Human Resources Officer | AWARD | 39,071 | — | — |
| Mar 10, 2026 | Smith Charles Shane | President & CEO | AWARD | 389,303 | — | — |
| Mar 10, 2026 | Smith Charles Shane | President & CEO | AWARD | 146,190 | — | — |
| Mar 10, 2026 | Owens Donovan | President, North America Pork | AWARD | 209,409 | — | — |
| Mar 10, 2026 | Owens Donovan | President, North America Pork | AWARD | 78,637 | — | — |
| Mar 10, 2026 | Bennett Isham Jay | Chief Human Resources Officer | AWARD | 14,672 | — | — |
| Mar 10, 2026 | France Steven | President, Packaged Meats | AWARD | 248,470 | — | — |
| Mar 10, 2026 | France Steven | President, Packaged Meats | AWARD | 93,305 | — | — |
| Mar 10, 2026 | Hall Mark L. | Chief Financial Officer | AWARD | 208,653 | — | — |
| Mar 10, 2026 | Hall Mark L. | Chief Financial Officer | AWARD | 78,353 | — | — |
| Mar 10, 2026 | Westerbeek Kraig A. | President, Hog Production | AWARD | 34,319 | — | — |
| Mar 10, 2026 | Westerbeek Kraig A. | President, Hog Production | AWARD | 91,390 | — | — |
| Mar 10, 2026 | Watts Keller D. | Chief Business Officer | AWARD | 81,446 | — | — |
| Mar 10, 2026 | Watts Keller D. | Chief Business Officer | AWARD | 216,889 | — | — |
| Mar 10, 2026 | He Hank Shenghua | Director | AWARD | 208,653 | — | — |
| Mar 10, 2026 | He Hank Shenghua | Director | AWARD | 78,353 | — | — |
| Mar 10, 2026 | Checkovich Tennille J. | Chief Legal Officer | AWARD | 28,431 | — | — |
| Mar 10, 2026 | Checkovich Tennille J. | Chief Legal Officer | AWARD | 10,676 | — | — |
| Mar 10, 2026 | Sutton Doug | Chief Manufacturing Officer | AWARD | 216,889 | — | — |
| Mar 10, 2026 | Sutton Doug | Chief Manufacturing Officer | AWARD | 81,446 | — | — |
| Jan 28, 2026 | France Steven | President, Packaged Meats | TAX W/H | 3,848 | $23.65 | $91.0K |
| Jan 28, 2026 | Westerbeek Kraig A. | President, Hog Production | TAX W/H | 1,224 | $23.65 | $28.9K |
| Jan 28, 2026 | Sutton Doug | Chief Manufacturing Officer | TAX W/H | 3,159 | $23.65 | $74.7K |
5 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.8/10.
NEUTRAL
INST-CLUSTER
3/10
Three mega-passive institutional investors (BlackRock, State Street, Morgan Stanley) significantly i
Jun 11, 2026
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
+20.8% upside
Strong Buy (3.00)
$28.00 Low
$35.00 High
| Metric | Value |
|---|---|
| Current Price | $25.95 |
| Target Low | $28.00 |
| Target Mean | $31.36 |
| Target Median | $32.00 |
| Target High | $35.00 |
| # Analysts | 7 |
| Recommendation | Strong Buy (3.00) |
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 16, 2026
short_volume
Short Volume: SFD — 66.0% short (0.7M / 1.0M)
Short: 669,056 | Exempt: 196 | TRF Vol: 1,014,400 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
Jun 15, 2026
other
Meat is the Make-or-Break Factor in Sandwich Satisfaction, New Survey Finds
Meat is the Make-or-Break Factor in Sandwich Satisfaction, New Survey Finds
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 25, 2026
dark_pool
Dark Pool: SFD — 1.4M shares, 26,418 trades
Week starting 2026-05-25. Total ATS volume: 1,369,553 shares across 26,418 trades.
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