National Pension Service Grows Stock Holdings in Tyson Foods, Inc. $TSN

National Pension Service grew its holdings in Tyson Foods, Inc. (NYSE:TSN) by 35.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 210,307 shares of the company’s stock after acquiring an additional 54,678 shares during the period. National Pension Service’s holdings in Tyson Foods were worth $11,420,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Harbor Capital Advisors Inc. raised its position in Tyson Foods by 93.1% in the third quarter. Harbor Capital Advisors Inc. now owns 473 shares of the company’s stock valued at $26,000 after purchasing an additional 228 shares during the period. NewSquare Capital LLC grew its stake in shares of Tyson Foods by 175.3% in the second quarter. NewSquare Capital LLC now owns 512 shares of the company’s stock valued at $29,000 after buying an additional 326 shares in the last quarter. Root Financial Partners LLC purchased a new stake in shares of Tyson Foods during the 3rd quarter valued at about $28,000. First Command Advisory Services Inc. raised its holdings in shares of Tyson Foods by 389.8% during the 2nd quarter. First Command Advisory Services Inc. now owns 578 shares of the company’s stock valued at $32,000 after buying an additional 460 shares during the period. Finally, MTM Investment Management LLC acquired a new position in Tyson Foods during the 2nd quarter worth approximately $36,000. Institutional investors and hedge funds own 67.00% of the company’s stock.

More Tyson Foods News

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

• Positive Sentiment: Revenue beat and segment strength — Net sales rose ~5.1% y/y to $14.31B, helped by pricing and chicken/pork/prepared foods strength that offset beef weakness. This topline beat renewed confidence in near-term demand. Article Title
• Positive Sentiment: Guidance and capital returns — FY revenue guidance sits roughly in a $55.5B–$56.6B range (around/above consensus) and management highlighted $690M of FCF with a manageable capital-return payout ratio, supporting dividends and buybacks. GlobeNewswire Release
• Positive Sentiment: Income-investor thesis and dividend safety — Analysts and commentary note an attractive yield (~3%) with low payout versus forecasted earnings, multi-year dividend growth history and buybacks that should support per‑share returns. MarketBeat Article
• Neutral Sentiment: Earnings call and materials available — The full Q1 2026 earnings call transcript and slide deck were published for investors to assess segment-level details and management commentary. Earnings Transcript
• Negative Sentiment: Profitability pressure — Adjusted EPS of $0.97 declined from $1.14 a year ago and was at or slightly below some analyst estimates; adjusted operating income fell materially (operating income down vs prior year), reflecting margin pressure. GlobeNewswire Release
• Negative Sentiment: Beef segment weakness and recovery risks — Beef continues to lag, and several analysts flagged a slow recovery in beef margins as a reason to be cautious on valuation/earnings upside. Analyst Downgrade
• Negative Sentiment: Mixed analyst reaction and valuation debate — Some outlets call the company fairly valued given near-term margin headwinds despite the bullish long-term thesis; this keeps upside dependent on execution. Zacks Article

Insider Buying and Selling

In other Tyson Foods news, Chairman John H. Tyson sold 100,301 shares of the business’s stock in a transaction that occurred on Friday, November 28th. The stock was sold at an average price of $58.05, for a total value of $5,822,473.05. Following the sale, the chairman owned 2,989,415 shares in the company, valued at approximately $173,535,540.75. The trade was a 3.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Curt Calaway sold 6,539 shares of the business’s stock in a transaction on Tuesday, November 25th. The stock was sold at an average price of $57.19, for a total transaction of $373,965.41. Following the transaction, the chief financial officer owned 31,833 shares in the company, valued at approximately $1,820,529.27. The trade was a 17.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 2.11% of the stock is currently owned by corporate insiders.

Tyson Foods Trading Up 0.5%

Shares of NYSE:TSN opened at $65.65 on Tuesday. The firm has a fifty day moving average price of $59.24 and a 200 day moving average price of $56.02. The company has a current ratio of 1.55, a quick ratio of 0.66 and a debt-to-equity ratio of 0.43. Tyson Foods, Inc. has a 1 year low of $50.56 and a 1 year high of $66.15. The stock has a market capitalization of $23.18 billion, a PE ratio of 49.36, a P/E/G ratio of 1.47 and a beta of 0.48.

Tyson Foods (NYSE:TSN) last issued its earnings results on Monday, February 2nd. The company reported $0.97 EPS for the quarter, missing analysts’ consensus estimates of $0.98 by ($0.01). Tyson Foods had a net margin of 0.87% and a return on equity of 7.95%. The firm had revenue of $14.31 billion during the quarter, compared to analyst estimates of $14.11 billion. During the same quarter in the previous year, the company posted $1.14 earnings per share. The business’s revenue for the quarter was up 5.1% compared to the same quarter last year. Analysts expect that Tyson Foods, Inc. will post 3.8 EPS for the current fiscal year.

Tyson Foods Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be issued a dividend of $0.51 per share. This is a boost from Tyson Foods’s previous quarterly dividend of $0.50. This represents a $2.04 annualized dividend and a yield of 3.1%. The ex-dividend date is Friday, February 27th. Tyson Foods’s dividend payout ratio is presently 153.38%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on TSN shares. BMO Capital Markets set a $67.00 price objective on shares of Tyson Foods and gave the company an “outperform” rating in a research note on Thursday, January 8th. Zacks Research raised shares of Tyson Foods from a “strong sell” rating to a “hold” rating in a report on Thursday, October 30th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Tyson Foods in a report on Monday, December 29th. Bank of America decreased their price objective on shares of Tyson Foods from $59.00 to $58.00 and set a “neutral” rating for the company in a research report on Wednesday, October 8th. Finally, Piper Sandler lifted their target price on Tyson Foods from $58.00 to $61.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. Two equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $60.60.

About Tyson Foods

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.