William Blair Predicts Reduced Earnings for TreeHouse Foods

TreeHouse Foods, Inc. (NYSE:THS) – Equities researchers at William Blair lowered their Q3 2025 earnings per share estimates for shares of TreeHouse Foods in a research report issued on Tuesday, May 6th. William Blair analyst J. Andersen now expects that the company will post earnings per share of $0.58 for the quarter, down from their previous estimate of $0.70. The consensus estimate for TreeHouse Foods’ current full-year earnings is $1.94 per share. William Blair also issued estimates for TreeHouse Foods’ Q4 2025 earnings at $0.86 EPS, FY2025 earnings at $1.52 EPS and FY2026 earnings at $1.88 EPS.

TreeHouse Foods (NYSE:THS) last released its earnings results on Tuesday, May 6th. The company reported $0.03 earnings per share for the quarter, beating the consensus estimate of ($0.21) by $0.24. TreeHouse Foods had a net margin of 0.80% and a return on equity of 6.42%. The firm had revenue of $792.00 million during the quarter, compared to analyst estimates of $789.66 million. During the same quarter in the previous year, the firm earned ($0.03) earnings per share. The firm’s revenue for the quarter was down 3.5% compared to the same quarter last year.

Several other brokerages also recently issued reports on THS. Truist Financial cut their price target on TreeHouse Foods from $25.00 to $20.00 and set a “hold” rating on the stock in a report on Thursday. Stifel Nicolaus cut their target price on TreeHouse Foods from $26.00 to $24.00 and set a “hold” rating on the stock in a research note on Thursday, April 24th. Jefferies Financial Group lowered their price target on shares of TreeHouse Foods from $37.00 to $31.00 and set a “hold” rating for the company in a research report on Tuesday, February 18th. Barclays cut their price objective on shares of TreeHouse Foods from $26.00 to $25.00 and set an “equal weight” rating on the stock in a research report on Thursday. Finally, TD Cowen reduced their target price on shares of TreeHouse Foods from $32.00 to $27.00 and set a “hold” rating for the company in a research note on Friday, April 11th. Eight equities research analysts have rated the stock with a hold rating, According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $27.83.

TreeHouse Foods Stock Performance

Shares of NYSE THS opened at $22.61 on Thursday. The company has a quick ratio of 0.63, a current ratio of 1.36 and a debt-to-equity ratio of 0.90. The firm’s 50-day moving average price is $25.02 and its two-hundred day moving average price is $31.08. TreeHouse Foods has a 52-week low of $20.63 and a 52-week high of $43.84. The stock has a market capitalization of $1.14 billion, a P/E ratio of 41.87 and a beta of 0.30.

Institutional Trading of TreeHouse Foods

A number of hedge funds and other institutional investors have recently modified their holdings of THS. Hsbc Holdings PLC increased its holdings in shares of TreeHouse Foods by 4.5% in the fourth quarter. Hsbc Holdings PLC now owns 9,024 shares of the company’s stock valued at $317,000 after buying an additional 385 shares in the last quarter. Comerica Bank lifted its stake in TreeHouse Foods by 1.5% during the fourth quarter. Comerica Bank now owns 28,207 shares of the company’s stock valued at $991,000 after buying an additional 407 shares in the last quarter. Illinois Municipal Retirement Fund boosted its holdings in shares of TreeHouse Foods by 2.3% in the first quarter. Illinois Municipal Retirement Fund now owns 25,462 shares of the company’s stock worth $690,000 after buying an additional 562 shares during the period. Bank of Montreal Can increased its position in shares of TreeHouse Foods by 9.6% in the fourth quarter. Bank of Montreal Can now owns 7,740 shares of the company’s stock worth $272,000 after acquiring an additional 681 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of TreeHouse Foods by 2.7% during the fourth quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,838 shares of the company’s stock valued at $943,000 after acquiring an additional 696 shares during the period. Institutional investors own 99.81% of the company’s stock.

Insider Activity at TreeHouse Foods

In other news, CEO Steven Oakland purchased 4,660 shares of the firm’s stock in a transaction on Thursday, May 8th. The stock was purchased at an average cost of $21.46 per share, with a total value of $100,003.60. Following the purchase, the chief executive officer now owns 369,521 shares in the company, valued at $7,929,920.66. This trade represents a 1.28 % increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 11.10% of the stock is currently owned by insiders.

About TreeHouse Foods

TreeHouse Foods, Inc manufactures and distributes private brands snacks and beverages in the United States and internationally. The company provides snacking products, such as crackers, pretzels, in-store bakery items, frozen griddle items, cookies, and candies; and beverage and drink mixes, including non-dairy creamer, coffee, broths/stocks, powdered beverages and other blends, tea, and ready-to-drink-beverages.