Horizon Investments LLC Sells 102,580 Shares of Tyson Foods, Inc. $TSN

Horizon Investments LLC lessened its stake in shares of Tyson Foods, Inc. (NYSE:TSN) by 69.3% during the fourth quarter, Holdings Channel reports. The fund owned 45,408 shares of the company’s stock after selling 102,580 shares during the quarter. Horizon Investments LLC’s holdings in Tyson Foods were worth $2,662,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Markel Group Inc. lifted its stake in Tyson Foods by 4.0% in the 3rd quarter. Markel Group Inc. now owns 848,500 shares of the company’s stock worth $46,074,000 after acquiring an additional 32,500 shares in the last quarter. JPMorgan Chase & Co. grew its stake in Tyson Foods by 73.4% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,879,219 shares of the company’s stock valued at $102,042,000 after acquiring an additional 795,710 shares in the last quarter. Liberty One Investment Management LLC increased its holdings in shares of Tyson Foods by 32.1% in the 3rd quarter. Liberty One Investment Management LLC now owns 113,798 shares of the company’s stock valued at $6,179,000 after purchasing an additional 27,627 shares during the period. Polaris Capital Management LLC lifted its position in shares of Tyson Foods by 20.4% in the third quarter. Polaris Capital Management LLC now owns 543,248 shares of the company’s stock worth $29,498,000 after purchasing an additional 91,900 shares in the last quarter. Finally, Inscription Capital LLC lifted its position in shares of Tyson Foods by 262.9% in the third quarter. Inscription Capital LLC now owns 26,964 shares of the company’s stock worth $1,464,000 after purchasing an additional 19,533 shares in the last quarter. 67.00% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on TSN shares. Mizuho started coverage on shares of Tyson Foods in a research report on Thursday, March 26th. They set an “outperform” rating and a $72.00 price objective on the stock. Barclays lifted their target price on shares of Tyson Foods from $75.00 to $78.00 and gave the company an “overweight” rating in a research note on Tuesday, February 3rd. Argus upgraded shares of Tyson Foods to a “hold” rating in a report on Friday, February 6th. Piper Sandler reiterated an “overweight” rating and set a $80.00 price objective on shares of Tyson Foods in a report on Monday. Finally, JPMorgan Chase & Co. reduced their price objective on Tyson Foods from $67.00 to $65.00 and set a “neutral” rating for the company in a research report on Tuesday, March 24th. Five analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $66.91.

Tyson Foods News Roundup

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

• Positive Sentiment: Q2 results topped estimates — adjusted EPS $0.87 (vs. ~$0.76–0.78 consensus) and revenue $13.65B with sales up 4.4% y/y; the beat is the immediate catalyst for the rally. Tyson Foods Q2 Earnings Beat Estimates
• Positive Sentiment: Company signaled stronger FY2026 operating-income guidance (adjusted operating income ~$2.2B–$2.4B) and raised its chicken outlook to roughly $1.9B–$2.05B — implies improving margin contribution from poultry. Tyson signals FY2026 adjusted operating income guidance
• Positive Sentiment: Chicken segment strength drove the beat and offset weakness elsewhere — investors view poultry momentum as a durable offset to volatile beef results. Tyson Foods profit beats on chicken strength (Reuters)
• Neutral Sentiment: Full Q2 press release, slide deck and investor materials posted to the company site — useful for parsing segment detail and updated guidance assumptions. Tyson Q2 press release / slide deck
• Neutral Sentiment: Earnings call transcript available for management commentary on pricing, volumes and cost outlook — read for forward-looking color on input-cost trends and margin drivers. Q2 2026 earnings call transcript
• Positive Sentiment: Recent analyst activity: Piper Sandler upgraded TSN to Overweight and raised its price target, signaling increased analyst confidence in the company’s growth rebound. Piper Sandler upgrade coverage
• Negative Sentiment: High cattle costs and weak beef demand continue to pressure beef margins — a persistent headwind that limits near-term upside if cattle prices don’t ease. WSJ: High cattle costs squeeze Tyson
• Negative Sentiment: Beef demand softness and livestock cost volatility make forward guidance sensitive to commodity swings — key risk to monitor after the beat. Barron’s: Protein demand mixed; beef weak

Tyson Foods Price Performance

Shares of TSN opened at $68.63 on Tuesday. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.66 and a current ratio of 1.53. The firm has a market cap of $24.16 billion, a PE ratio of 122.55, a PEG ratio of 1.38 and a beta of 0.40. The firm’s 50 day moving average price is $63.07 and its 200 day moving average price is $59.75. Tyson Foods, Inc. has a twelve month low of $50.56 and a twelve month high of $68.81.

Tyson Foods (NYSE:TSN) last posted its earnings results on Monday, May 4th. The company reported $0.87 EPS for the quarter, topping the consensus estimate of $0.76 by $0.11. The company had revenue of $13.65 billion during the quarter, compared to the consensus estimate of $13.63 billion. Tyson Foods had a net margin of 0.36% and a return on equity of 7.67%. The company’s revenue for the quarter was up 4.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.92 earnings per share. As a group, research analysts expect that Tyson Foods, Inc. will post 3.95 EPS for the current fiscal year.

Tyson Foods Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be issued a $0.51 dividend. The ex-dividend date is Monday, June 1st. This represents a $2.04 dividend on an annualized basis and a yield of 3.0%. Tyson Foods’s dividend payout ratio is currently 364.29%.

Tyson Foods Profile

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.