Tyson Foods (NYSE:TSN) Announces Earnings Results

Tyson Foods (NYSE:TSN) released its earnings results on Monday. The company reported $0.99 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.99, FiscalAI reports. Tyson Foods had a net margin of 0.81% and a return on equity of 7.59%. The business had revenue of $13.87 billion during the quarter, compared to the consensus estimate of $14.07 billion. During the same quarter last year, the firm earned $0.91 earnings per share. The firm’s revenue for the quarter was down .1% compared to the same quarter last year.

Here are the key takeaways from Tyson Foods’ conference call:

• Third-quarter adjusted EPS rose 9% to $0.99, while adjusted operating income increased to $547 million on essentially flat sales of $13.9 billion. Year-to-date free cash flow reached $913 million, supported by $4 billion of liquidity and 2.1x net leverage.
• Chicken delivered another strong quarter, with operating income up $40 million year over year to $488 million and an 11.2% margin. Management attributed the performance to branded and value-added mix, strategic customer commitments, operational improvements, and continued volume growth rather than commodity pricing.
• Prepared Foods posted its third consecutive quarter of volume and sales growth, gained retail share throughout all 13 weeks, and raised its full-year operating income outlook midpoint to $1.3 billion-$1.35 billion. Management expects innovation, distribution gains, and moderating commodity costs to support further volume and profit growth into fiscal 2027.
• Beef remained the major earnings drag, recording a $138 million operating loss as cattle shortages and USDA margin compression outweighed footprint-optimization benefits. Tyson lowered its full-year beef outlook to an operating loss of $500 million-$650 million, while Mexican cattle imports may provide only gradual improvement beginning in fiscal 2027 and beyond.
• Tyson narrowed fiscal 2026 adjusted operating income guidance to $2.1 billion-$2.3 billion and free cash flow guidance to $1.3 billion-$1.7 billion. Incoming CEO Jeff Schomburger said the company will largely stay the course on operational execution, brands, innovation, and value-added protein, with more detailed priorities expected later.

Tyson Foods Trading Up 3.1%

Shares of TSN stock opened at $59.75 on Tuesday. Tyson Foods has a fifty-two week low of $50.56 and a fifty-two week high of $69.48. The stock’s fifty day moving average price is $58.34 and its two-hundred day moving average price is $61.87. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.70 and a current ratio of 1.83. The company has a market cap of $21.04 billion, a PE ratio of 47.05, a P/E/G ratio of 1.20 and a beta of 0.40.

Tyson Foods Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Tuesday, September 1st will be given a dividend of $0.51 per share. This represents a $2.04 annualized dividend and a yield of 3.4%. The ex-dividend date is Tuesday, September 1st. Tyson Foods’s payout ratio is currently 160.63%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Empowered Funds LLC lifted its stake in Tyson Foods by 15.6% in the 1st quarter. Empowered Funds LLC now owns 28,076 shares of the company’s stock valued at $1,792,000 after purchasing an additional 3,788 shares during the last quarter. Woodline Partners LP increased its holdings in shares of Tyson Foods by 40.8% during the first quarter. Woodline Partners LP now owns 24,178 shares of the company’s stock worth $1,543,000 after buying an additional 7,011 shares in the last quarter. Focus Partners Wealth lifted its stake in shares of Tyson Foods by 84.0% in the 1st quarter. Focus Partners Wealth now owns 12,597 shares of the company’s stock valued at $804,000 after acquiring an additional 5,749 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Tyson Foods by 100.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 7,393 shares of the company’s stock valued at $414,000 after acquiring an additional 3,702 shares in the last quarter. Finally, Cerity Partners LLC boosted its holdings in shares of Tyson Foods by 129.2% during the 2nd quarter. Cerity Partners LLC now owns 85,939 shares of the company’s stock valued at $4,807,000 after acquiring an additional 48,451 shares in the last quarter. Institutional investors own 67.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the stock. Sanford C. Bernstein reduced their price objective on shares of Tyson Foods from $72.00 to $63.00 and set a “market perform” rating for the company in a research report on Thursday, July 2nd. Bank of America decreased their price target on shares of Tyson Foods from $70.00 to $68.00 and set a “neutral” rating on the stock in a research note on Thursday, July 2nd. Wall Street Zen cut shares of Tyson Foods from a “buy” rating to a “hold” rating in a report on Saturday, June 20th. HSBC reduced their price objective on Tyson Foods from $74.00 to $69.00 and set a “hold” rating for the company in a report on Wednesday, July 29th. Finally, BMO Capital Markets reissued an “outperform” rating on shares of Tyson Foods in a report on Tuesday, May 5th. Four analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $70.67.

Tyson Foods News Roundup

Here are the key news stories impacting Tyson Foods this week:

• Positive Sentiment: Tyson reported quarterly adjusted earnings of $0.99 per share, up from $0.91 a year earlier, supported by improved operating margins, lower income-tax expense and continued strength in chicken and prepared foods. Sales increased in four of five operating segments. Tyson Foods Q3 Profit Surges
• Positive Sentiment: An analyst upgrade to “Buy” argued that Tyson’s valuation already reflects prolonged beef weakness. The case cited a strong balance sheet, leverage of about 2.1 times, an estimated 7.8% forward free-cash-flow yield and a well-supported dividend yield of roughly 3.5%. Tyson Foods valuation upgrade
• Neutral Sentiment: Management’s earnings release and conference call provided investors with additional detail on third-quarter performance and the outlook, but the key guidance changes were unfavorable. Tyson Foods investor relations
• Negative Sentiment: Fiscal Q3 revenue was $13.87 billion, below analysts’ expectations of approximately $14.0 billion to $14.07 billion, while product volumes fell 2.8% year over year. The revenue decline was approximately flat compared with the prior year, signaling limited underlying growth. Tyson shares slip as sales miss estimates
• Negative Sentiment: Tyson reduced its fiscal 2026 revenue guidance to $55.8 billion–$56.3 billion, below the $56.7 billion consensus estimate. It also lowered its annual profit outlook as tight U.S. cattle supplies drive livestock costs higher and widen expected losses in the beef business. Tyson trims annual profit forecast

Tyson Foods Company Profile

Tyson Foods, Inc (NYSE: TSN) is a multinational food company primarily engaged in the production, processing and marketing of protein-based and prepared food products. Founded in 1935 and headquartered in Springdale, Arkansas, the company is one of the world’s largest processors of chicken, beef and pork. Its operations span live animal procurement and farming relationships through slaughter, further processing and distribution, supplying raw protein and value-added prepared foods to retail, foodservice and industrial customers.

The company’s product portfolio covers fresh and frozen meats, branded and private-label prepared foods, and a range of value-added items such as ready-to-eat and ready-to-cook meals, snack and sandwich meats.