Go Pro

Osmosis Investment Management UK Ltd Makes New $2.23 Million Investment in Hershey Company (The) $HSY

Hershey logo with Consumer Staples background
Image from MarketBeat Media, LLC.

Key Points

  • Osmosis Investment Management purchased 12,708 Hershey shares worth approximately $2.23 million in the second quarter. Hedge funds and other institutional investors own 57.96% of HSY.
  • Hershey reported quarterly EPS of $1.90, beating estimates of $1.43, while revenue rose 6.6% year over year to $2.79 billion. The company maintained fiscal 2026 EPS guidance of $8.36–$8.52.
  • Hershey declared a quarterly dividend of $1.452 per share, or $5.81 annualized, representing a 3.1% yield. Analysts maintain a consensus “Hold” rating with an average price target of $204.78.
  • MarketBeat previews top five stocks to own in October.

Osmosis Investment Management UK Ltd purchased a new stake in Hershey Company (The) (NYSE:HSY - Free Report) in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor purchased 12,708 shares of the company's stock, valued at approximately $2,230,000.

Other hedge funds also recently added to or reduced their stakes in the company. Bard Associates Inc. purchased a new stake in shares of Hershey during the 4th quarter valued at about $26,000. Reflection Asset Management purchased a new position in Hershey in the 4th quarter worth approximately $26,000. Bell Investment Advisors Inc acquired a new stake in Hershey in the second quarter valued at approximately $26,000. JPL Wealth Management LLC acquired a new stake in Hershey in the third quarter valued at approximately $26,000. Finally, Laurel Wealth Advisors LLC purchased a new stake in shares of Hershey during the fourth quarter valued at approximately $27,000. 57.96% of the stock is owned by hedge funds and other institutional investors.

Hershey Stock Up 1.9%

Shares of Hershey stock opened at $189.92 on Tuesday. The business's fifty day moving average price is $178.57 and its two-hundred day moving average price is $195.40. The company has a debt-to-equity ratio of 1.03, a current ratio of 1.18 and a quick ratio of 0.66. The company has a market capitalization of $38.16 billion, a P/E ratio of 25.95, a PEG ratio of 1.14 and a beta of 0.11. Hershey Company has a 1-year low of $161.43 and a 1-year high of $239.48.

Hershey (NYSE:HSY - Get Free Report) last released its earnings results on Thursday, July 30th. The company reported $1.90 EPS for the quarter, beating the consensus estimate of $1.43 by $0.47. Hershey had a net margin of 12.24% and a return on equity of 31.92%. The firm had revenue of $2.79 billion for the quarter, compared to analysts' expectations of $2.63 billion. During the same quarter last year, the company earned $1.21 EPS. Hershey's quarterly revenue was up 6.6% on a year-over-year basis. Hershey has set its FY 2026 guidance at 8.360-8.520 EPS. As a group, research analysts forecast that Hershey Company will post 8.49 EPS for the current year.

Hershey Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Friday, August 14th will be given a dividend of $1.452 per share. This represents a $5.81 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date is Friday, August 14th. Hershey's dividend payout ratio is 79.23%.

Insider Activity at Hershey

In other news, CFO Steven E. Voskuil sold 1,500 shares of the company's stock in a transaction on Monday, July 20th. The stock was sold at an average price of $170.00, for a total transaction of $255,000.00. Following the completion of the sale, the chief financial officer directly owned 53,195 shares of the company's stock, valued at $9,043,150. This represents a 2.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 0.08% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on HSY shares. JPMorgan Chase & Co. boosted their price objective on shares of Hershey from $191.00 to $193.00 and gave the stock a "neutral" rating in a report on Friday, July 31st. TD Cowen upgraded Hershey from a "hold" rating to a "buy" rating and set a $210.00 target price for the company in a research note on Friday, May 1st. Jefferies Financial Group set a $190.00 target price on Hershey in a research report on Thursday, July 16th. DA Davidson set a $190.00 price target on Hershey in a research note on Friday, July 31st. Finally, Mizuho reduced their price target on Hershey from $195.00 to $185.00 and set a "neutral" rating for the company in a report on Wednesday, May 20th. Seven analysts have rated the stock with a Buy rating and sixteen have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and an average price target of $204.78.

Read Our Latest Stock Analysis on Hershey

About Hershey

(Free Report)

The Hershey Company NYSE: HSY is a leading North American chocolatier and snack manufacturer headquartered in Hershey, Pennsylvania. The company develops, produces and markets a wide range of confectionery and snack products for retail, foodservice and international customers. Hershey's business spans manufacturing, branded product marketing, packaging and distribution across grocery, convenience, mass merchant and e-commerce channels.

Hershey's product portfolio centers on chocolate and sugar confectionery, including core brands such as Hershey's, Reese's, Hershey's Kisses and Twizzlers, alongside non-chocolate snacks and confectionery brands.

See Also

Want to see what other hedge funds are holding HSY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Hershey Company (The) (NYSE:HSY - Free Report).

Institutional Ownership by Quarter for Hershey (NYSE:HSY)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Should You Invest $1,000 in Hershey Right Now?

Before you consider Hershey, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Hershey wasn't on the list.

While Hershey currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

The Infrastructure's Backbone: 10 Stocks Powering the AI Buildout Cover

The AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge—and the key risks investors should watch as the global AI buildout accelerates.

Get This Free Report
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Like this article? Share it with a colleague.

Featured Articles and Offers

Recent Videos

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines