Tyson FoodsTSN
Market Cap: 21.7B
About: Tyson Foods is a protein-focused food producer, selling raw chicken, beef, pork, and prepared foods. Chicken and beef are its two largest segments, each comprising about one-third of US sales. Prepared foods constitute roughly 20% of sales and include brands like Tyson, Jimmy Dean, Hillshire Farm, Ball Park, and Sara Lee. However, most of these are in product categories rife with competition where Tyson does not have a massive market share lead. Tyson sells some products overseas, but the international segment accounts for just 5% of total revenue. The company is an active acquirer, with more recent years' purchases focused on international and food-service markets.
Employees: 139,000
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
21% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 84
8% more capital invested
Capital invested by funds: $12.7B [Q4 2023] → $13.7B (+$1B) [Q1 2024]
2% more funds holding
Funds holding: 731 [Q4 2023] → 749 (+18) [Q1 2024]
3% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 264
0% more funds holding in top 10
Funds holding in top 10: 6 [Q4 2023] → 6 (+0) [Q1 2024]
0.99% less ownership
Funds ownership: 82.27% [Q4 2023] → 81.28% (-0.99%) [Q1 2024]
38% less call options, than puts
Call options by funds: $298M | Put options by funds: $483M
Research analyst outlook
14 Wall Street Analysts provided 1 year price forecasts over the past 6 months
14 analyst ratings
B of A Securities Bryan Spillane | 2%downside $60 | Neutral Maintained | 10 Jul 2024 |
HSBC Alejandro Zamacona | 16%downside $51 | Reduce Maintained | 7 May 2024 |
BMO Capital Andrew Strelzik | 5%downside $58 | Market Perform Maintained | 7 May 2024 |
Piper Sandler Michael Lavery | 7%downside $57 | Neutral Maintained | 7 May 2024 |
Goldman Sachs Adam Samuelson | 11%downside $54 | Neutral Maintained | 17 Apr 2024 |
Financial journalist opinion
Based on 12 articles about TSN published over the past 30 days