HRL
HORMEL FOODS CORP /DE/
$23.98
+1.44%
$13.0B
No data for this timeframe.
Vol
Market Cap$13.0B
Cap SizeLarge Cap
Analyst ConsensusHold (40%)
Inst. Holders9 funds
Inst. Value$1.3B
Inst. Activity4 buys / 1 sells
Reddit Sentiment50° Neutral
SEC Reports1
Recent Activity
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 (da
Apr 27, 2026
Insider
Aakre D Scott sold 1,722 shares
Director @ $21.47 ($37.0K)
Apr 14, 2026
Insider
Bonifant William W. sold 12,043 shares
GVP, Chief Supply Chain Ofc. @ $0.00 ($0.00)
Apr 14, 2026
Insider
Bonifant William W. sold 87,700 shares
GVP, Chief Supply Chain Ofc. @ $0.00 ($0.00)
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.
TWO SIGMA INVESTMENTS, LP — ADD
4,443,986 shares ($105.3M)
Inst.
NORGES BANK — NEW
3,621,949 shares ($85.8M)
Price Targets
$26.50
+10.5% upside
Buy
Current $23.98
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 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $880.1M | — |
| MORGAN STANLEY | $153.0M | ADD |
| TWO SIGMA INVESTMENTS, LP | $105.3M | ADD |
| NORGES BANK | $85.8M | NEW |
| BANK OF AMERICA CORP | $55.1M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 27, 2026 | Aakre D | F | $37.0K |
| Apr 14, 2026 | Bonifant William | A | $0.00 |
| Apr 14, 2026 | Bonifant William | A | $0.00 |
| Mar 31, 2026 | Schoneman Debbra | A | $30.2K |
| Mar 31, 2026 | Policinski Christopher | A | $56.4K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
9 institutional holders with $1.3B total value (56,702,256 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, TWO. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 37,133,991 | $880.1M | 65.5% | — |
| 2 | MORGAN STANLEY | 6,455,021 | $153.0M | 11.4% | ADD +27.2% |
| 3 | TWO SIGMA INVESTMENTS, LP | 4,443,986 | $105.3M | 7.8% | ADD +40.0% |
| 4 | NORGES BANK | 3,621,949 | $85.8M | 6.4% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 2,326,386 | $55.1M | 4.1% | ADD +59.3% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,112,605 | $50.1M | 3.7% | NEW |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 379,076 | $9.0M | 0.7% | TRIM -70.4% |
| 8 | WELLS FARGO & COMPANY/MN | 187,194 | $4.4M | 0.3% | ADD +89.3% |
| 9 | FMR LLC | 42,048 | $996.5K | 0.1% | DOUBLED +115.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | ADD | 3,174,553 | 4,443,986 | +40.0% | $105.3M | 2025-Q4 |
| NORGES BANK | NEW | — | 3,621,949 | — | $85.8M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,460,644 | 2,326,386 | +59.3% | $55.1M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 1,278,925 | 379,076 | -70.4% | $9.0M | 2025-Q4 |
| FMR LLC | DOUBLED | 19,477 | 42,048 | +115.9% | $996.5K | 2025-Q4 |
| MORGAN STANLEY | ADD | 5,493,619 | 6,985,423 | +27.2% | $172.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 1,403,701 | 3,174,553 | +126.2% | $78.5M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 127,437 | 241,235 | +89.3% | $6.0M | 2025-Q3 |
| FMR LLC | TRIM | 65,588 | 19,477 | -70.3% | $481.9K | 2025-Q3 |
| NORGES BANK | EXIT | 3,345,492 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | ADD | 2,992,268 | 4,016,734 | +34.2% | $121.5M | 2025-Q2 |
| NORGES BANK | NEW | — | 3,345,492 | — | $101.2M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 897,945 | 1,415,786 | +57.7% | $42.8M | 2025-Q2 |
| FMR LLC | ADD | 49,903 | 65,588 | +31.4% | $2.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 1,388,125 | 1,812,125 | +30.5% | $56.1M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 2,053,160 | 1,123,901 | -45.3% | $34.8M | 2025-Q1 |
| FMR LLC | TRIM | 82,111 | 49,903 | -39.2% | $1.5M | 2025-Q1 |
| NORGES BANK | EXIT | 3,270,570 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 1,039,592 | 3,762,760 | +261.9% | $118.0M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | TRIM | 225,127 | 132,697 | -41.1% | $4.2M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,846,936 | — | $58.5M | 2024-Q3 |
12 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 |
|---|---|---|---|---|---|---|
| Apr 27, 2026 | Aakre D Scott | Director | F | 1,722 | $21.47 | $37.0K |
| Apr 14, 2026 | Bonifant William W. | GVP, Chief Supply Chain Ofc. | A | 12,043 | $0.00 | $0.00 |
| Apr 14, 2026 | Bonifant William W. | GVP, Chief Supply Chain Ofc. | A | 87,700 | $0.00 | $0.00 |
| Mar 31, 2026 | Schoneman Debbra L. | Director | A | 1,332.78 | $22.65 | $30.2K |
| Mar 31, 2026 | Policinski Christopher J. | Director | A | 2,491.72 | $22.65 | $56.4K |
| Mar 31, 2026 | White Steven Andrew | Director | A | 2,665.56 | $22.65 | $60.4K |
| Mar 31, 2026 | Newlands William A | Director | A | 6,721.85 | $22.65 | $152.2K |
| Mar 31, 2026 | Bhojwani Gary C. | Director | A | 2,665.56 | $22.65 | $60.4K |
| Mar 18, 2026 | White Steven Andrew | Director | G | 5,405 | $0.00 | $0.00 |
| Feb 2, 2026 | Policinski Christopher J. | Director | A | 6,541 | $0.00 | $0.00 |
| Feb 2, 2026 | Newlands William A | Director | A | 6,541 | $0.00 | $0.00 |
| Feb 2, 2026 | Bhojwani Gary C. | Director | A | 6,541 | $0.00 | $0.00 |
| Feb 2, 2026 | Ghingo John F | President | A | 32,707 | $0.00 | $0.00 |
| Feb 2, 2026 | Ghingo John F | President | A | 201,000 | $0.00 | $0.00 |
| Feb 2, 2026 | White Steven Andrew | Director | A | 6,541 | $0.00 | $0.00 |
| Feb 2, 2026 | SMITH SALLY J | Director | A | 6,541 | $0.00 | $0.00 |
| Feb 2, 2026 | Murano Elsa A | Director | A | 6,541 | $0.00 | $0.00 |
| Feb 2, 2026 | Aakre D Scott | Director | A | 6,541 | $0.00 | $0.00 |
| Feb 2, 2026 | Schoneman Debbra L. | Director | A | 6,541 | $0.00 | $0.00 |
| Feb 2, 2026 | LACY STEPHEN M | Director | A | 6,541 | $0.00 | $0.00 |
| Feb 2, 2026 | Zechmeister Michael Paul | Director | A | 6,541 | $0.00 | $0.00 |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 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
+10.5% upside
Buy (2.60)
$25.00 Low
$30.00 High
| Metric | Value |
|---|---|
| Current Price | $23.98 |
| 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% | 0↑ 6↓ | $3.1B | 0.8% | 8 |
| Next Q 2026-10-31 |
$0.40 | $0.39 | $0.42 | 24.2% | -1.3% | 1↑ 5↓ | $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% | 2↑ 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
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 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)
May 13, 2026
short_volume
Short Volume: HRL — 65.2% short (1.0M / 1.6M)
Short: 1,028,460 | Exempt: 2,738 | TRF Vol: 1,576,783 | Short Ratio: 65.2% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: HRL — 64.4% short (1.3M / 2.0M)
Short: 1,286,857 | Exempt: 998 | TRF Vol: 1,999,506 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)