Sessa Capital IM L.P. Grows Stock Holdings in TreeHouse Foods, Inc. $THS

Key Points

• Sessa Capital IM L.P. has **increased its stake in TreeHouse Foods** by 29.5%, owning approximately 4.4% of the company with a total investment of about **$113.78 million** as of their latest SEC filing.
• TreeHouse Foods reported **earnings of $0.17 per share**, exceeding analysts' expectations of $0.10, along with revenue of **$801.40 million** for the quarter, marking a **1.2% year-over-year increase**.
• Several analysts have lowered their price targets for TreeHouse Foods stock, with a current consensus target of **$24.00**, while the stock opened at **$18.17**.

Sessa Capital IM L.P. increased its position in TreeHouse Foods, Inc. (NYSE:THS - Free Report) by 29.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,200,000 shares of the company's stock after buying an additional 957,517 shares during the period. TreeHouse Foods accounts for 4.4% of Sessa Capital IM L.P.'s portfolio, making the stock its 9th largest holding. Sessa Capital IM L.P. owned 8.32% of TreeHouse Foods worth $113,778,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Petrus Trust Company LTA acquired a new stake in shares of TreeHouse Foods in the 1st quarter valued at $545,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of TreeHouse Foods by 3.1% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 27,676 shares of the company's stock valued at $750,000 after buying an additional 838 shares during the last quarter. Bridgeway Capital Management LLC acquired a new position in shares of TreeHouse Foods during the first quarter valued at about $6,730,000. AQR Capital Management LLC acquired a new position in shares of TreeHouse Foods during the first quarter valued at about $299,000. Finally, Dark Forest Capital Management LP acquired a new position in shares of TreeHouse Foods during the first quarter valued at about $5,798,000. Institutional investors and hedge funds own 99.81% of the company's stock.

Analyst Ratings Changes

A number of research analysts have recently commented on THS shares. Stifel Nicolaus cut their price objective on shares of TreeHouse Foods from $24.00 to $23.00 and set a "hold" rating for the company in a research report on Tuesday, July 29th. Barclays cut their price objective on shares of TreeHouse Foods from $25.00 to $21.00 and set an "equal weight" rating for the company in a research report on Tuesday, July 15th. Finally, Mizuho cut their price objective on shares of TreeHouse Foods from $24.00 to $22.00 and set a "neutral" rating for the company in a research report on Monday, July 28th. Seven equities research analysts have rated the stock with a Hold rating, Based on data from MarketBeat, TreeHouse Foods currently has an average rating of "Hold" and a consensus target price of $24.00.

TreeHouse Foods Price Performance

Shares of NYSE THS traded down $0.39 during mid-day trading on Friday, hitting $17.55. 235,563 shares of the stock were exchanged, compared to its average volume of 713,857. The company has a market cap of $886.48 million, a P/E ratio of 45.00 and a beta of 0.26. The stock's fifty day simple moving average is $19.28 and its two-hundred day simple moving average is $22.40. The company has a debt-to-equity ratio of 0.98, a quick ratio of 0.38 and a current ratio of 1.26. TreeHouse Foods, Inc. has a twelve month low of $17.26 and a twelve month high of $43.84.

TreeHouse Foods (NYSE:THS - Get Free Report) last posted its quarterly earnings data on Thursday, July 31st. The company reported $0.17 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.07. The company had revenue of $801.40 million during the quarter, compared to analyst estimates of $788.84 million. TreeHouse Foods had a net margin of 0.62% and a return on equity of 6.35%. The company's revenue was up 1.2% on a year-over-year basis. During the same quarter last year, the business posted $0.29 earnings per share. TreeHouse Foods has set its Q3 2025 guidance at EPS. FY 2025 guidance at EPS. As a group, analysts forecast that TreeHouse Foods, Inc. will post 1.94 EPS for the current fiscal year.

TreeHouse Foods Company Profile

TreeHouse Foods, Inc manufactures and distributes private brands snacks and beverages in the United States and internationally. The company provides snacking products, such as crackers, pretzels, in-store bakery items, frozen griddle items, cookies, and candies; and beverage and drink mixes, including non-dairy creamer, coffee, broths/stocks, powdered beverages and other blends, tea, and ready-to-drink-beverages.