$TSN

TYSON FOODS, INC.

AlphAI earnings readThird Quarter 2026 · AUG 3 · NEXT NOV 16Strong Results Led by Continued Strength in Chicken and Prepared FoodsVerdict: mixed

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

0
1
1

No SEC Form 4 filings for $TSN in the last 30 days.

See all $TSN insider activity →
Med

Should Tyson Foods Stock Holders Look At JM Smucker Instead?

Tyson Foods (TSN) and JM Smucker (SJM) have diverging outlooks. Smucker raised its fiscal 2027 EPS forecast to $10.75 and increased free cash flow guidance, while Tyson lowered its beef segment loss forecast to $575M and cut revenue expectations. Smucker has higher margins, faster sales growth, and more debt but stronger cash flow. Tyson trades at a lower P/E but has less debt relative to market value.

Reflecting On Perishable Food Stocks’ Q2 Earnings: Tyson Foods (NYSE:TSN)

Cal-Maine (CALM) reported Q2 revenue of $539.6M, down 41.5% YoY, missing estimates. Beyond Meat (BYND) reported $68.83M revenue, down 8.2% YoY, topping expectations but missing EBITDA and EPS. Pilgrim's Pride (PPC) reported $4.63B revenue, down 2.8% YoY, missing estimates. Stocks have declined post-earnings.

Tyson Foods (TSN) Is Back In The Spotlight, What Is Driving The Attention?

Tyson Foods (TSN) is in focus after guiding to a $500M-$650M beef loss due to high cattle costs. Shares fell 10% over three months but gained 7% recently. Analysts debate valuation, with some seeing 20% undervaluation and others noting a high P/E multiple. The company expects revenue growth and margin expansion from protein demand and innovation.

TSN sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 2 news stories mentioning TSN (TYSON FOODS, INC.). Coverage has skewed bearish: 0 bullish, 1 neutral, and 1 bearish.

Recent TSN coverage spans financial news, regulation and earnings.

What's driving TSN

AlphAI scores every news story that mentions TSN with an AI model for sentiment and relevance, and aggregates insider trades from TYSON FOODS, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $TSN

Score

Should Tyson Foods Stock Holders Look At JM Smucker Instead?

Tyson Foods (TSN) and JM Smucker (SJM) have diverging outlooks. Smucker raised its fiscal 2027 EPS forecast to $10.75 and increased free cash flow guidance, while Tyson lowered its beef segment loss forecast to $575M and cut revenue expectations. Smucker has higher margins, faster sales growth, and more debt but stronger cash flow. Tyson trades at a lower P/E but has less debt relative to market value.

Tyson Foods’ Dividend Remains Safe Despite Beef Business Losses

Tyson Foods (TSN) maintains a $2.04 annual dividend, yielding 3.9%. Despite beef segment losses, the dividend is secure due to strong performance in chicken and prepared foods. Full-year 2025 free cash flow covered dividends 1.7 times. TSN expects beef to lose $500M-$650M, while chicken earns $1.9B-$2.05B. Debt reduced to $8.006B, with net leverage at 2.1 times.

Tyson $82.5 Million Direct Beef Purchaser Settlement

Tyson Foods and Tyson Fresh Meats agreed to an $82.5 million settlement for alleged antitrust violations related to beef pricing. Eligible direct purchasers of beef from 2015-2020 can claim payments, with the fund to be distributed after deducting fees and costs. Tyson denies wrongdoing but settled to avoid litigation risks.

$TSNLow

Beef processing disrupted by ICE action

ICE actions in Kansas disrupted beef processing, causing a 16% drop in fed-cattle slaughter on Sept. 24 and 9% on Sept. 23, according to USDA. Plants operated by Cargill, National Beef, and Tyson Foods were affected, with a daily capacity of 24,000 head. Livestock groups reported millions in lost revenue and called for coordinated enforcement.

$TSNMedAI 8/10

DOJ objects to $202 million meat processor wage settlement

The DOJ urged a judge to reject $202M wage-fixing settlements with Tyson Foods, National Beef, and Hormel, citing insufficient protections. The settlements, part of a 2022 lawsuit, involve alleged wage suppression by meat processors. Tyson and JBS agreed to pay $127.2M combined. The DOJ seeks stronger safeguards. A hearing is set for November 13.

Goldman Sachs adds Amazon stock to monthly Director’s Cut list

Goldman Sachs added Amazon (AMZN), Burlington Stores (BURL), Huntington Ingalls (HII), Johnson Controls (JCI), and Occidental Petroleum (OXY) to its monthly Director’s Cut list, removing five others, including ConocoPhillips (COP). The list features 20-25 fundamental Buy-rated U.S. stocks. ConocoPhillips reported Q2 2026 earnings, beating EPS estimates but missing revenue forecasts. UBS raised its price target for COP to $153, maintaining a Buy rating.

$TSNMed

US Cattle Slaughter Plunges 16% In A Day As Immigration Crackdown Guts Kansas "Golden Triangle" Workforce

US cattle slaughter dropped 16% on September 24 due to ICE activity in Kansas, affecting Cargill, Tyson Foods, and National Beef. Slaughter numbers remained 14% below the previous week, causing revenue losses and potential price increases. The Kansas 'Golden Triangle' region, processing 20% of US cattle, is heavily impacted. Industry groups warn of supply-chain disruptions and animal welfare concerns.

Related tickers