Tyson Foods
About: Tyson Foods is a protein-focused food producer, selling raw chicken, beef, pork, and prepared foods. Chicken and beef are its two largest segments, each composing about one third of US sales. Prepared foods constituted 18% of fiscal 2024 sales and include brands like Tyson, Jimmy Dean, Hillshire Farm, Ball Park, and Sara Lee. However, most of these are in product categories rife with competition where Tyson does not have a massive market share lead. Tyson sells some products overseas, but the international segment accounts for just 4% of total revenue. The company is an active acquirer, with more recent years' purchases focused on international and food-service markets.
Employees: 138,000
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
35% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 86
17% more repeat investments, than reductions
Existing positions increased: 321 | Existing positions reduced: 275
2% more funds holding
Funds holding: 795 [Q3] → 809 (+14) [Q4]
0.76% more ownership
Funds ownership: 82.98% [Q3] → 83.74% (+0.76%) [Q4]
3% less capital invested
Capital invested by funds: $14.1B [Q3] → $13.8B (-$356M) [Q4]
11% less funds holding in top 10
Funds holding in top 10: 9 [Q3] → 8 (-1) [Q4]
63% less call options, than puts
Call options by funds: $167M | Put options by funds: $446M
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Citigroup Thomas Palmer 33% 1-year accuracy 10 / 30 met price target | 3%downside $60 | Neutral Maintained | 15 Apr 2025 |
Stephens & Co. Pooran Sharma 0% 1-year accuracy 0 / 3 met price target | 2%upside $63 | Equal-Weight Maintained | 4 Feb 2025 |
Piper Sandler Michael Lavery 35% 1-year accuracy 20 / 57 met price target | 7%downside $58 | Neutral Upgraded | 4 Feb 2025 |
Financial journalist opinion
Based on 15 articles about TSN published over the past 30 days
