Tyson Foods
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 composing about one third of US sales. Prepared foods constituted 18% of fiscal 2024 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 4% of total revenue. The company is an active acquirer, with more recent years' purchases focused on international and food-service markets.
Employees: 138,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
45% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 80
38% more funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 11 (+3) [Q1 2025]
31% more repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 259
12% more capital invested
Capital invested by funds: $13.8B [Q4 2024] → $15.4B (+$1.61B) [Q1 2025]
2% more funds holding
Funds holding: 813 [Q4 2024] → 827 (+14) [Q1 2025]
3% more call options, than puts
Call options by funds: $218M | Put options by funds: $212M
0.44% more ownership
Funds ownership: 83.92% [Q4 2024] → 84.36% (+0.44%) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
Stephens & Co. Pooran Sharma | 11%upside $61 | Equal-Weight Maintained | 6 May 2025 |
JP Morgan Kenneth Goldman | 11%upside $61 | Neutral Maintained | 6 May 2025 |
Citigroup Thomas Palmer | 9%upside $60 | Neutral Maintained | 15 Apr 2025 |
Financial journalist opinion
Based on 7 articles about TSN published over the past 30 days
