LaFleur & Godfrey LLC Takes $659,000 Position in Tyson Foods, Inc. $TSN

LaFleur & Godfrey LLC bought a new stake in Tyson Foods, Inc. (NYSE:TSN) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 11,234 shares of the company’s stock, valued at approximately $659,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. State Street Corp increased its position in Tyson Foods by 0.6% during the third quarter. State Street Corp now owns 14,075,676 shares of the company’s stock worth $764,309,000 after buying an additional 85,282 shares during the last quarter. Pzena Investment Management LLC lifted its position in shares of Tyson Foods by 0.9% in the third quarter. Pzena Investment Management LLC now owns 13,829,526 shares of the company’s stock valued at $750,943,000 after buying an additional 120,826 shares during the last quarter. Davis Selected Advisers boosted its stake in shares of Tyson Foods by 28.8% during the 4th quarter. Davis Selected Advisers now owns 12,827,540 shares of the company’s stock worth $751,951,000 after acquiring an additional 2,865,413 shares during the period. AQR Capital Management LLC boosted its stake in shares of Tyson Foods by 34.4% during the 3rd quarter. AQR Capital Management LLC now owns 6,726,796 shares of the company’s stock worth $363,852,000 after acquiring an additional 1,720,009 shares during the period. Finally, Invesco Ltd. increased its holdings in shares of Tyson Foods by 1.8% during the 3rd quarter. Invesco Ltd. now owns 5,972,015 shares of the company’s stock worth $324,280,000 after acquiring an additional 107,884 shares during the last quarter. Institutional investors own 67.00% of the company’s stock.

Tyson Foods Price Performance

Shares of NYSE TSN opened at $68.42 on Wednesday. The firm has a market cap of $24.09 billion, a P/E ratio of 53.88, a price-to-earnings-growth ratio of 1.49 and a beta of 0.40. The business’s 50 day moving average is $63.16 and its 200-day moving average is $59.86. The company has a current ratio of 1.83, a quick ratio of 0.66 and a debt-to-equity ratio of 0.44. Tyson Foods, Inc. has a 1-year low of $50.56 and a 1-year high of $69.48.

Tyson Foods (NYSE:TSN) last released its quarterly earnings results on Monday, May 4th. The company reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $0.11. Tyson Foods had a return on equity of 7.59% and a net margin of 0.81%.The business had revenue of $13.65 billion during the quarter, compared to the consensus estimate of $13.63 billion. During the same period in the previous year, the company posted $0.92 EPS. The firm’s quarterly revenue was up 4.4% on a year-over-year basis. Equities research analysts predict that Tyson Foods, Inc. will post 3.95 earnings per share for the current year.

Key Headlines Impacting Tyson Foods

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

• Positive Sentiment: Q2 earnings beat and sales growth — TSN reported adjusted EPS of $0.87 (above estimates) and revenue up ~4.4% as pricing largely offset volume declines; the beat sparked the initial rally. Tyson Foods profit beats estimates on strength in chicken business
• Positive Sentiment: Chicken business outperformance and stronger outlook — Management raised the Chicken outlook and signaled FY2026 adjusted operating income of $2.2B–$2.4B, driven by continued demand and margin improvement in poultry. Tyson signals FY2026 $2.2B-$2.4B adjusted operating income as Chicken outlook rises to $1.9B-$2.05B
• Positive Sentiment: Shares have run higher on the results — Market commentary highlights large share gains (post-earnings jump and fresh highs), reflecting renewed investor confidence in the chicken recovery. Tyson Foods: Don’t Chicken Out On Its Chicken Strength
• Neutral Sentiment: Analyst update — Stephens raised its price target to $70 (equal weight), offering modest upside from current levels but not a bullish re-rating. TickerReport: Stephens raises TSN price target
• Neutral Sentiment: Broader market tailwind — A stronger tape (Dow gains) helped push TSN higher after results; macro strength may support short-term momentum but isn’t company-specific. Dow Jumps Over 300 Points; Tyson Foods Posts Upbeat Earnings
• Negative Sentiment: Beef segment weakness and high cattle costs — Elevated cattle prices continue to squeeze margins and kept a portion of the business under pressure, tempering the upside from chicken. Tyson Foods Continues to Be Squeezed by High Cattle Costs
• Negative Sentiment: Guidance nuance — While management lifted certain profit outlooks tied to chicken, revenue guidance and some topline metrics look mixed versus consensus, leaving investors cautious about near-term growth visibility. Tyson signals FY2026 $2.2B-$2.4B adjusted operating income as Chicken outlook rises to $1.9B-$2.05B

Analyst Ratings Changes

A number of equities research analysts recently weighed in on TSN shares. Mizuho assumed coverage on Tyson Foods in a research note on Thursday, March 26th. They issued an “outperform” rating and a $72.00 price target on the stock. Barclays lifted their price objective on shares of Tyson Foods from $75.00 to $78.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 3rd. Argus raised shares of Tyson Foods to a “hold” rating in a research report on Friday, February 6th. JPMorgan Chase & Co. cut their target price on shares of Tyson Foods from $67.00 to $65.00 and set a “neutral” rating for the company in a research note on Tuesday, March 24th. Finally, BMO Capital Markets reaffirmed an “outperform” rating on shares of Tyson Foods in a report on Tuesday. Five research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $68.27.

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.