Smithfield Foods (NASDAQ:SFD) Issues Earnings Results

Smithfield Foods (NASDAQ:SFD) posted its quarterly earnings results on Tuesday. The company reported $0.83 EPS for the quarter, beating the consensus estimate of $0.67 by $0.16, Briefing.com reports. The business had revenue of $4.23 billion during the quarter, compared to analysts’ expectations of $4.19 billion. The firm’s quarterly revenue was up 7.0% compared to the same quarter last year. During the same quarter last year, the firm earned $0.52 EPS.

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

• Smithfield reported a record fiscal 2025 with adjusted operating profit of $1.3 billion, margin expansion to 8.6%, adjusted EPS of $2.55, Net Debt/Adjusted EBITDA of 0.3x, $3.8 billion liquidity, and an annual dividend returned of $1.00 (guiding $1.25 for 2026).
• Management guided 2026 to continued margin expansion with consolidated adjusted operating profit of $1.325B–$1.475B, low-single-digit sales growth, base CapEx of $350M–$450M and a planned up-to-$1.3B Sioux Falls plant (groundbreaking targeted 1H 2027) to modernize capacity and reduce long-term costs.
• Smithfield agreed to acquire Nathan’s Famous at $102 per share, saying the deal will be immediately accretive, secure a national brand, and create retail/food-service synergies (details to be disclosed after close).
• Operational execution drove improvements across segments — Packaged Meats sustained strong profitability via mix, innovation and private-label scale; Fresh Pork delivered resiliency and $209M in adjusted profit; Hog Production hit its best profit since 2014 — and the company is accelerating automation and AI/RPA initiatives to lower costs further.
• Key risks that could pressure results include a cautious consumer spending backdrop, volatile raw material and feed costs, geopolitical uncertainty (notably the Iran conflict affecting fuel, corn and packaging), trade/tariff disruptions, and disease risks in hog supply (PRRS/PEDv) that could alter volumes and margins.

Smithfield Foods Trading Up 2.1%

Shares of NASDAQ SFD opened at $24.99 on Thursday. Smithfield Foods has a 12-month low of $18.55 and a 12-month high of $26.07. The company has a market cap of $9.82 billion, a P/E ratio of 9.96, a P/E/G ratio of 1.29 and a beta of 0.12. The stock has a fifty day moving average price of $24.13 and a 200 day moving average price of $23.00.

Smithfield Foods Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 21st. Investors of record on Tuesday, April 7th will be issued a dividend of $0.3125 per share. This represents a $1.25 annualized dividend and a dividend yield of 5.0%. The ex-dividend date is Tuesday, April 7th. This is a positive change from Smithfield Foods’s previous quarterly dividend of $0.25. Smithfield Foods’s dividend payout ratio (DPR) is presently 45.05%.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on SFD shares. Wall Street Zen lowered shares of Smithfield Foods from a “buy” rating to a “hold” rating in a research report on Saturday, March 21st. Weiss Ratings restated a “hold (c)” rating on shares of Smithfield Foods in a report on Monday, December 29th. Finally, Morgan Stanley lifted their target price on Smithfield Foods from $29.00 to $31.00 and gave the company an “overweight” rating in a report on Wednesday. Four equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $29.38.

Institutional Investors Weigh In On Smithfield Foods

A number of large investors have recently modified their holdings of SFD. Parallel Advisors LLC increased its stake in Smithfield Foods by 46.2% during the 4th quarter. Parallel Advisors LLC now owns 2,328 shares of the company’s stock worth $52,000 after buying an additional 736 shares during the period. Verition Fund Management LLC grew its stake in shares of Smithfield Foods by 1.1% during the third quarter. Verition Fund Management LLC now owns 68,812 shares of the company’s stock valued at $1,616,000 after acquiring an additional 739 shares in the last quarter. Altshuler Shaham Ltd purchased a new stake in shares of Smithfield Foods during the fourth quarter worth about $25,000. Raymond James Financial Inc. acquired a new position in shares of Smithfield Foods in the second quarter worth about $29,000. Finally, Price T Rowe Associates Inc. MD boosted its holdings in Smithfield Foods by 6.8% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 20,604 shares of the company’s stock valued at $461,000 after purchasing an additional 1,320 shares during the last quarter.

Smithfield Foods Company Profile

Smithfield Foods, Inc (NASDAQ: SFD) is one of the world’s largest pork processors and hog producers. Founded in 1936 in Smithfield, Virginia, the company has grown from a regional ham producer into a fully integrated food company offering a broad range of fresh pork, value-added meats and prepared foods. Its product portfolio includes bacon, ham, sausage, ribs and deli meats marketed under well-known brands such as Smithfield®, Nathan’s Famous® and Eckrich®.

Smithfield operates a network of hog production facilities, processing plants and distribution centers across the United States, Europe and Latin America.