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

Key Points

• Horizon Investments LLC reduced its stake in Tyson Foods by 69.3%, selling 102,580 shares and leaving 45,408 shares valued at about $2.66M.
• Tyson beat Q2 expectations with adjusted EPS of $0.87 (vs. ~ $0.76) and revenue of $13.65B (+4.4% y/y), and raised FY2026 adjusted operating-income guidance on stronger poultry momentum, though high cattle costs and weak beef demand remain a key risk.
• The company declared a quarterly dividend of $0.51 (annualized $2.04, ~3.0% yield) payable June 15; analysts hold a consensus "Hold" rating with a ~$66.91 price target.

Horizon Investments LLC reduced its holdings in shares of Tyson Foods, Inc. (NYSE:TSN - Free Report) by 69.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. 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 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of TSN. City Holding Co. acquired a new stake in shares of Tyson Foods in the 4th quarter valued at approximately $29,000. Root Financial Partners LLC bought a new position in Tyson Foods in the 3rd quarter valued at approximately $28,000. Activest Wealth Management lifted its stake in Tyson Foods by 3,842.9% in the 4th quarter. Activest Wealth Management now owns 552 shares of the company's stock valued at $32,000 after purchasing an additional 538 shares during the last quarter. ORG Partners LLC boosted its position in Tyson Foods by 2,519.2% in the fourth quarter. ORG Partners LLC now owns 681 shares of the company's stock valued at $40,000 after buying an additional 655 shares in the last quarter. Finally, Wilmington Savings Fund Society FSB grew its stake in shares of Tyson Foods by 89.4% during the third quarter. Wilmington Savings Fund Society FSB now owns 682 shares of the company's stock worth $37,000 after buying an additional 322 shares during the last quarter. Institutional investors own 67.00% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on TSN. Barclays upped their price target on shares of Tyson Foods from $75.00 to $78.00 and gave the stock an "overweight" rating in a report on Tuesday, February 3rd. JPMorgan Chase & Co. reduced their price objective on Tyson Foods from $67.00 to $65.00 and set a "neutral" rating on the stock in a research report on Tuesday, March 24th. Mizuho started coverage on Tyson Foods in a report on Thursday, March 26th. They issued an "outperform" rating and a $72.00 target price for the company. Sanford C. Bernstein reaffirmed a "market perform" rating and set a $69.00 target price on shares of Tyson Foods in a research report on Tuesday, February 3rd. Finally, BMO Capital Markets increased their price target on Tyson Foods from $67.00 to $73.00 and gave the company an "outperform" rating in a research note on Tuesday, February 3rd. Five research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat, Tyson Foods presently has a consensus rating of "Hold" and a consensus price target 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 NYSE TSN opened at $68.63 on Tuesday. Tyson Foods, Inc. has a twelve month low of $50.56 and a twelve month high of $68.81. The firm has a fifty day simple moving average of $63.07 and a 200 day simple moving average of $59.75. The company has a market capitalization of $24.16 billion, a PE ratio of 122.55, a P/E/G ratio of 1.38 and a beta of 0.40. The company has a quick ratio of 0.66, a current ratio of 1.53 and a debt-to-equity ratio of 0.41.

Tyson Foods (NYSE:TSN - Get Free Report) last released its 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 net margin of 0.36% and a return on equity of 7.67%. The business had revenue of $13.65 billion for the quarter, compared to analyst estimates of $13.63 billion. During the same quarter in the previous year, the business earned $0.92 earnings per share. Tyson Foods's revenue for the quarter was up 4.4% on a year-over-year basis. On average, sell-side analysts forecast that Tyson Foods, Inc. will post 3.95 EPS for the current year.

Tyson Foods Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be given a dividend of $0.51 per share. The ex-dividend date is Monday, June 1st. This represents a $2.04 annualized dividend and a dividend yield of 3.0%. Tyson Foods's dividend payout ratio is presently 364.29%.

About Tyson Foods

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.

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