TH
THS
TreeHouse Foods, Inc.
No data for this timeframe.
Vol
Inst. Holders8 funds
Inst. Value$188.4M
Inst. Activity1 buys / 4 sells
Insider Activity1B / 1S
Insider Net $-$39.2M
Recent Activity
May 4, 2026
earnings_calendar
THS Q1 2026 Earnings Before Market Open — 2026-05-04
Feb 11, 2026
Insider
ODonnell Patrick M sold 17,807 shares
EVP, Chief Financial Officer @ $0.00 ($0.00)
Feb 11, 2026
Insider
ODonnell Patrick M sold 46,485 shares
EVP, Chief Financial Officer @ $0.00 ($0.00)
Feb 11, 2026
Insider
ODonnell Patrick M sold 17,807 shares
EVP, Chief Financial Officer @ $0.00 ($0.00)
Inst.
FMR LLC — NEAR_EXIT
822,158 shares ($19.4M)
Inst.
TWO SIGMA INVESTMENTS, LP — TRIM
134,101 shares ($3.2M)
Analyst Ratings
0Strong Buy
0Buy
9Hold
4Sell
1Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Nov 13, 2025 | Truist Securities | MAINTAIN | Hold → Hold |
| Nov 11, 2025 | William Blair | DOWNGRADE | Outperform → Market Perform |
| Nov 11, 2025 | Stifel | MAINTAIN | Hold → Hold |
| Nov 11, 2025 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Oct 24, 2025 | Stifel | MAINTAIN | Hold → Hold |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $120.2M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $27.6M | NEW |
| FMR LLC | $19.4M | NEAR_EXIT |
| MORGAN STANLEY | $14.5M | ADD |
| TWO SIGMA INVESTMENTS, LP | $3.2M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 11, 2026 | ODonnell Patrick | M | $0.00 |
| Feb 11, 2026 | ODonnell Patrick | A | $0.00 |
| Feb 11, 2026 | ODonnell Patrick | M | $0.00 |
| Feb 11, 2026 | ODonnell Patrick | D | $0.00 |
| Feb 11, 2026 | Landry Stephen | M | $0.00 |
8 institutional holders with $188.4M total value (7,987,963 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, FMR. Net selling activity: 4 institutions trimmed/exited vs 1 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 5,096,808 | $120.2M | 63.8% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,169,677 | $27.6M | 14.6% | NEW |
| 3 | FMR LLC | 822,158 | $19.4M | 10.3% | NEAR_EXIT -76.8% |
| 4 | MORGAN STANLEY | 614,354 | $14.5M | 7.7% | ADD +27.0% |
| 5 | TWO SIGMA INVESTMENTS, LP | 134,101 | $3.2M | 1.7% | TRIM -64.6% |
| 6 | WELLS FARGO & COMPANY/MN | 61,674 | $1.5M | 0.8% | ADD +52.9% |
| 7 | BANK OF AMERICA CORP /DE/ | 53,491 | $1.3M | 0.7% | NEAR_EXIT -87.1% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 35,700 | $842.2K | 0.4% | TRIM -50.6% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | NEAR_EXIT | 3,540,741 | 822,158 | -76.8% | $19.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 379,089 | 134,101 | -64.6% | $3.2M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 40,324 | 61,674 | +52.9% | $1.5M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 413,823 | 53,491 | -87.1% | $1.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 72,300 | 35,700 | -50.6% | $842.2K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 64,979 | 379,089 | +483.4% | $7.7M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 403,100 | 72,300 | -82.1% | $1.5M | 2025-Q3 |
| MORGAN STANLEY | ADD | 484,734 | 615,452 | +27.0% | $12.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 176,300 | 403,100 | +128.6% | $7.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 214,947 | 64,979 | -69.8% | $1.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | ADD | 152,698 | 214,947 | +40.8% | $5.8M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 176,300 | — | $4.8M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 216,176 | 125,758 | -41.8% | $3.4M | 2025-Q1 |
| UBS Group AG | ADD | 727,164 | 1,139,403 | +56.7% | $40.0M | 2024-Q4 |
| MORGAN STANLEY | TRIM | 554,360 | 411,945 | -25.7% | $14.5M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 44,600 | 216,176 | +384.7% | $7.6M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 868,451 | — | $36.5M | 2024-Q3 |
13 unique insiders with 2 transactions. Net insider value: -$39.2M ($8.8M bought, $48.0M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 11, 2026 | ODonnell Patrick M | EVP, Chief Financial Officer | M | 17,807 | $0.00 | $0.00 |
| Feb 11, 2026 | ODonnell Patrick M | EVP, Chief Financial Officer | A | 46,485 | $0.00 | $0.00 |
| Feb 11, 2026 | ODonnell Patrick M | EVP, Chief Financial Officer | M | 17,807 | $0.00 | $0.00 |
| Feb 11, 2026 | ODonnell Patrick M | EVP, Chief Financial Officer | D | 24,511 | $0.00 | $0.00 |
| Feb 11, 2026 | Landry Stephen Alan | SVP, Chief Operations Officer | M | 19,593 | $0.00 | $0.00 |
| Feb 11, 2026 | Landry Stephen Alan | SVP, Chief Operations Officer | A | 21,664 | $0.00 | $0.00 |
| Feb 11, 2026 | Landry Stephen Alan | SVP, Chief Operations Officer | D | 19,593 | $0.00 | $0.00 |
| Feb 11, 2026 | Landry Stephen Alan | SVP, Chief Operations Officer | M | 19,593 | $0.00 | $0.00 |
| Feb 11, 2026 | SPENCE JEAN E | Director | M | 30,861 | $0.00 | $0.00 |
| Feb 11, 2026 | SPENCE JEAN E | Director | M | 30,861 | $0.00 | $0.00 |
| Feb 11, 2026 | SPENCE JEAN E | Director | D | 2,022 | $0.00 | $0.00 |
| Feb 11, 2026 | OAKLAND STEVEN | CEO and President | M | 157,734 | $0.00 | $0.00 |
| Feb 11, 2026 | OAKLAND STEVEN | CEO and President | A | 281,598 | $0.00 | $0.00 |
| Feb 11, 2026 | OAKLAND STEVEN | CEO and President | M | 157,734 | $0.00 | $0.00 |
| Feb 11, 2026 | Silver Point Capital L.P. | 10%+ Owner | U | 5,408,000 | $0.00 | $0.00 |
| Feb 11, 2026 | WATERMAN KRISTY N. | EVP, General Counsel and CHRO | D | 32,324 | $0.00 | $0.00 |
| Feb 11, 2026 | WATERMAN KRISTY N. | EVP, General Counsel and CHRO | M | 34,040 | $0.00 | $0.00 |
| Feb 11, 2026 | WATERMAN KRISTY N. | EVP, General Counsel and CHRO | A | 60,398 | $0.00 | $0.00 |
| Feb 11, 2026 | WATERMAN KRISTY N. | EVP, General Counsel and CHRO | M | 34,040 | $0.00 | $0.00 |
| Feb 11, 2026 | Rahman Jill A | Director | D | 19,367 | $0.00 | $0.00 |
| Feb 11, 2026 | Rahman Jill A | Director | M | 7,727 | $0.00 | $0.00 |
| Feb 11, 2026 | Rahman Jill A | Director | M | 7,727 | $0.00 | $0.00 |
| Feb 11, 2026 | DeWitt Adam | Director | D | 4,761 | $0.00 | $0.00 |
| Feb 11, 2026 | DeWitt Adam | Director | M | 7,727 | $0.00 | $0.00 |
| Feb 11, 2026 | DeWitt Adam | Director | M | 7,727 | $0.00 | $0.00 |
| Feb 11, 2026 | Philip Amit | SVP, Chief Strategy Officer | D | 36,646 | $0.00 | $0.00 |
| Feb 11, 2026 | Philip Amit | SVP, Chief Strategy Officer | M | 17,261 | $0.00 | $0.00 |
| Feb 11, 2026 | Philip Amit | SVP, Chief Strategy Officer | A | 30,622 | $0.00 | $0.00 |
| Feb 11, 2026 | Philip Amit | SVP, Chief Strategy Officer | M | 17,261 | $0.00 | $0.00 |
| Feb 11, 2026 | JANA Partners Management, LP | Director | M | 7,727 | $0.00 | $0.00 |
| Feb 11, 2026 | JANA Partners Management, LP | Director | D | 3,862,116 | $0.00 | $0.00 |
| Feb 11, 2026 | JANA Partners Management, LP | Director | M | 7,727 | $0.00 | $0.00 |
| Feb 11, 2026 | JANA Partners Management, LP | Director | D | 7,727 | $0.00 | $0.00 |
| Feb 11, 2026 | Tyler Jason J. | Director | D | 8,192 | $0.00 | $0.00 |
| Feb 11, 2026 | Tyler Jason J. | Director | M | 22,669 | $0.00 | $0.00 |
| Feb 11, 2026 | Tyler Jason J. | Director | M | 22,669 | $0.00 | $0.00 |
| Feb 11, 2026 | Massman Linda K | Director | D | 31,374 | $0.00 | $0.00 |
| Feb 11, 2026 | Massman Linda K | Director | M | 7,727 | $0.00 | $0.00 |
| Feb 11, 2026 | Massman Linda K | Director | M | 7,727 | $0.00 | $0.00 |
| Feb 11, 2026 | SCALZO JOSEPH | Director | D | 14,031 | $0.00 | $0.00 |
| Feb 11, 2026 | SCALZO JOSEPH | Director | M | 7,727 | $0.00 | $0.00 |
| Feb 11, 2026 | SCALZO JOSEPH | Director | M | 7,727 | $0.00 | $0.00 |
| Feb 11, 2026 | OAKLAND STEVEN | CEO and President | D | 369,521 | $0.00 | $0.00 |
| Feb 10, 2026 | JANA Partners Management, LP | Director | SELL | 1,959,221 | $24.48 | $48.0M |
| Feb 10, 2026 | Silver Point Capital L.P. | 10%+ Owner | BUY | 357,917 | $24.54 | $8.8M |
| Feb 9, 2026 | JANA Partners Management, LP | Director | J | 474,950 | $0.00 | $0.00 |
| Feb 6, 2026 | JANA Partners Management, LP | Director | J | 133,790 | $0.00 | $0.00 |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Nov 2025): 0% buy across 14 analysts — 0 strong buy, 0 buy, 9 hold, 4 sell, 1 strong sell. No current recommendation available.
11 analyst firms have rated this stock: 1 upgrades, 6 downgrades, 4 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Nov 13, 2025 | Truist Securities | MAINTAIN | Hold | Hold |
| Nov 11, 2025 | William Blair | DOWNGRADE | Outperform | Market Perform |
| Nov 11, 2025 | Stifel | MAINTAIN | Hold | Hold |
| Nov 11, 2025 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Oct 24, 2025 | Stifel | MAINTAIN | Hold | Hold |
| Aug 1, 2025 | Stifel | MAINTAIN | Hold | Hold |
| Jul 29, 2025 | Stifel | MAINTAIN | Hold | Hold |
| Jul 28, 2025 | Mizuho | MAINTAIN | Neutral | Neutral |
| Jul 15, 2025 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 8, 2025 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 8, 2025 | Truist Securities | MAINTAIN | Hold | Hold |
| Apr 24, 2025 | Truist Securities | MAINTAIN | Hold | Hold |
| Apr 24, 2025 | Stifel | MAINTAIN | Hold | Hold |
| Apr 11, 2025 | TD Cowen | MAINTAIN | Hold | Hold |
| Apr 11, 2025 | Stifel | MAINTAIN | Hold | Hold |
| Feb 18, 2025 | Jefferies | MAINTAIN | Hold | Hold |
| Feb 18, 2025 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 24, 2025 | Stifel | MAINTAIN | Hold | Hold |
| Jan 17, 2025 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Nov 13, 2024 | Truist Securities | MAINTAIN | Hold | Hold |
| Nov 13, 2024 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Nov 13, 2024 | Stifel | MAINTAIN | Hold | Hold |
| Aug 26, 2024 | Mizuho | MAINTAIN | Neutral | Neutral |
| Aug 6, 2024 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Aug 6, 2024 | Stifel | MAINTAIN | Hold | Hold |
| Jun 6, 2024 | Mizuho | INITIATE | — | Neutral |
| May 8, 2024 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| May 7, 2024 | TD Cowen | MAINTAIN | Hold | Hold |
| May 7, 2024 | Stifel | MAINTAIN | Hold | Hold |
| Feb 20, 2024 | Truist Securities | DOWNGRADE | Buy | Hold |
| Nov 7, 2023 | Stifel | MAINTAIN | Hold | Hold |
| Oct 18, 2023 | Stephens & Co. | REITERATE | Equal-Weight | Equal-Weight |
| Oct 13, 2023 | Stephens & Co. | INITIATE | — | Equal-Weight |
| Oct 12, 2023 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Sep 13, 2023 | TD Cowen | INITIATE | — | Market Perform |
| Aug 8, 2023 | Stifel | MAINTAIN | Hold | Hold |
| Jul 20, 2023 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jun 14, 2023 | Stifel | MAINTAIN | Hold | Hold |
| May 9, 2023 | Barclays | MAINTAIN | — | Equal-Weight |
| Mar 20, 2023 | UBS | INITIATE | — | Buy |
| Aug 9, 2022 | Truist Securities | MAINTAIN | — | Buy |
| May 23, 2022 | Truist Securities | UPGRADE | Hold | Buy |
| Aug 6, 2021 | Credit Suisse | MAINTAIN | — | Neutral |
| Feb 12, 2021 | Truist Securities | DOWNGRADE | Buy | Hold |
| Feb 12, 2021 | Credit Suisse | DOWNGRADE | Outperform | Neutral |
| Feb 11, 2021 | Stifel | DOWNGRADE | Buy | Hold |
| Jan 8, 2021 | JP Morgan | DOWNGRADE | Overweight | Neutral |
| Nov 6, 2020 | Credit Suisse | MAINTAIN | — | Outperform |
| Aug 7, 2020 | Credit Suisse | MAINTAIN | — | Outperform |
| Jul 27, 2020 | Jefferies | MAINTAIN | — | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 0 | 0 | 9 | 4 | 1 | 0% | |
| Apr 1, 2026 | 0 | 0 | 9 | 4 | 1 | 0% | |
| Mar 1, 2026 | 0 | 0 | 9 | 4 | 1 | 0% | |
| Feb 1, 2026 | 0 | 0 | 9 | 4 | 1 | 0% | |
| Jan 1, 2026 | 0 | 0 | 10 | 4 | 1 | 0% |
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.
May 4, 2026
earnings_calendar
THS Q1 2026 Earnings Before Market Open — 2026-05-04
Feb 11, 2026
short_interest
FTD: THS — 1,318,187 shares ($32.2M) failed to deliver
Settlement: 20260211, Price: $24.43, FTD Value: $32,203,308.41, TREEHOUSE FOODS, INC. COM STK