HF Advisory Group LLC Raises Holdings in General Mills, Inc. $GIS

Key Points

• HF Advisory Group LLC boosted its stake in General Mills (GIS) by 299.0% in Q4, buying 36,401 shares to hold 48,576 shares worth about $2.26 million.
• Analyst sentiment and results are weak — several firms cut price targets and ratings, MarketBeat’s average rating is “Reduce”, the stock is down ~21% YTD and hit a 52‑week low after a quarterly EPS/revenue miss and FY2026 guidance slightly below consensus.
• General Mills declared a quarterly dividend of $0.61 (annualized $2.44), implying a yield of about 6.9% with a payout ratio near 60%.

HF Advisory Group LLC boosted its stake in General Mills, Inc. (NYSE:GIS - Free Report) by 299.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 48,576 shares of the company's stock after purchasing an additional 36,401 shares during the period. HF Advisory Group LLC's holdings in General Mills were worth $2,259,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Austin Private Wealth LLC increased its holdings in General Mills by 5.0% in the 3rd quarter. Austin Private Wealth LLC now owns 4,442 shares of the company's stock valued at $224,000 after purchasing an additional 211 shares in the last quarter. Retirement Planning Co of New England Inc. increased its holdings in General Mills by 4.2% in the 3rd quarter. Retirement Planning Co of New England Inc. now owns 5,416 shares of the company's stock valued at $273,000 after purchasing an additional 219 shares in the last quarter. Smith Moore & CO. increased its holdings in General Mills by 2.6% in the 3rd quarter. Smith Moore & CO. now owns 8,785 shares of the company's stock valued at $443,000 after purchasing an additional 225 shares in the last quarter. Stonebridge Capital Advisors LLC increased its holdings in General Mills by 0.7% in the 2nd quarter. Stonebridge Capital Advisors LLC now owns 32,843 shares of the company's stock valued at $1,702,000 after purchasing an additional 226 shares in the last quarter. Finally, Tempus Wealth Planning LLC increased its holdings in General Mills by 5.7% in the 3rd quarter. Tempus Wealth Planning LLC now owns 4,297 shares of the company's stock valued at $217,000 after purchasing an additional 231 shares in the last quarter. 75.71% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

GIS has been the subject of several recent research reports. Stifel Nicolaus lowered their price target on General Mills from $50.00 to $44.00 and set a "buy" rating for the company in a report on Thursday, March 19th. Wells Fargo & Company downgraded General Mills from an "equal weight" rating to an "underweight" rating and lowered their price target for the company from $35.00 to $33.00 in a report on Wednesday. Weiss Ratings downgraded General Mills from a "hold (c-)" rating to a "sell (d+)" rating in a report on Tuesday, January 13th. Mizuho lowered their price target on General Mills from $47.00 to $39.00 and set a "neutral" rating for the company in a report on Thursday, March 19th. Finally, TD Cowen lowered their price target on General Mills from $45.00 to $37.00 and set a "hold" rating for the company in a report on Thursday, March 19th. Four analysts have rated the stock with a Buy rating, ten have given a Hold rating and six have given a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Reduce" and an average target price of $43.44.

General Mills News Roundup

Here are the key news stories impacting General Mills this week:

• Positive Sentiment: Sale of Brazil operations to refocus on margins and higher‑quality international platforms — management says divestiture (Yoki, Kitano) will let General Mills concentrate capital on faster‑growing, more profitable markets, which could improve long‑term earnings quality. General Mills Exits Brazil To Refocus On Margins And Earnings Quality
• Neutral Sentiment: Analyses note GIS is oversold and could be a turnaround candidate — some commentators see the new lows as a potential buying opportunity, but that view is speculative and depends on demand recovery and margin improvement. 1 Oversold Stock Set for a Comeback and 2 We Question
• Neutral Sentiment: Included among high‑dividend blue‑chip stocks — GIS’s dividend yield supports income‑oriented holders, but the story is mixed as some analysts trim estimates alongside sector weakness. General Mills (GIS) – Among the 15 Blue Chip Stocks with Highest Dividends
• Negative Sentiment: Stock hit a new 52‑week low — a technical signal that many market participants interpret as confirmation of persistent weakness and can trigger further selling pressure. General Mills Inc. stock falls to new 52-week low
• Negative Sentiment: Shares are down sharply year‑to‑date (about 21%) as weak consumer demand, margin pressure and higher costs have clouded the near‑term outlook. General Mills Drops 21% Year to Date: How Should You Play the Stock?
• Negative Sentiment: FY2026 EPS guidance was updated to $3.370–$3.540, slightly below consensus (~$3.51), signaling management’s caution on near‑term earnings — investors often sell into guidance misses even if ranges overlap consensus. (Guidance update reported 4/9/2026)
• Negative Sentiment: Recent quarterly results (March) missed consensus on EPS and revenue declined year‑over‑year, underscoring weaker demand and margin compression that are pressuring the stock until stabilization is visible.
• Negative Sentiment: Analyst actions: Wells Fargo lowered its price target and reiterated an Underweight on GIS, reflecting lower sector estimates and contributing to downward pressure. General Mills (GIS) – Among the 15 Blue Chip Stocks with Highest Dividends

General Mills Stock Down 3.1%

NYSE:GIS opened at $35.62 on Friday. The company has a market capitalization of $19.01 billion, a price-to-earnings ratio of 8.71 and a beta of 0.01. General Mills, Inc. has a one year low of $35.43 and a one year high of $59.21. The stock has a 50-day simple moving average of $42.03 and a 200 day simple moving average of $45.25. The company has a debt-to-equity ratio of 1.17, a quick ratio of 0.36 and a current ratio of 0.56.

General Mills (NYSE:GIS - Get Free Report) last posted its quarterly earnings results on Wednesday, March 18th. The company reported $0.64 EPS for the quarter, missing analysts' consensus estimates of $0.73 by ($0.09). The firm had revenue of $4.44 billion during the quarter, compared to analyst estimates of $4.53 billion. General Mills had a return on equity of 19.19% and a net margin of 12.05%.The firm's revenue for the quarter was down 8.4% on a year-over-year basis. During the same quarter last year, the business posted $1.12 earnings per share. Sell-side analysts predict that General Mills, Inc. will post 4.36 EPS for the current fiscal year.

General Mills Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, May 1st. Investors of record on Friday, April 10th will be paid a $0.61 dividend. This represents a $2.44 dividend on an annualized basis and a yield of 6.9%. The ex-dividend date is Friday, April 10th. General Mills's dividend payout ratio (DPR) is 59.66%.

About General Mills

General Mills, Inc NYSE: GIS is a multinational consumer foods company that develops, manufactures and markets a broad portfolio of branded food products. Its product categories include ready-to-eat and hot cereals, baking mixes and ingredients, snacks and bars, refrigerated and frozen doughs, yogurt and other dairy products, and a variety of shelf-stable meals and meal components. The company's portfolio features widely recognized consumer brands across grocery store, mass channel and foodservice outlets.

Founded in the early 20th century and incorporated under its current name in 1928, General Mills has grown through both internal brand development and strategic expansion to become a global food company.

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