Hormel Foods (NYSE:HRL) Issues Q4 2025 Earnings Guidance

Key Points

• Hormel Foods issued Q4 2025 earnings guidance of 0.380-0.400 EPS, significantly lower than the consensus estimate of 0.480 EPS, while revenue guidance is set at $3.2 billion-$3.3 billion.
• The company has updated its full fiscal year 2025 EPS guidance to 1.430-1.450.
• Analyst ratings are mixed, with a consensus rating of "Moderate Buy" and an average price target of $33.00, reflecting bullish sentiment despite recent performance challenges.

Hormel Foods (NYSE:HRL - Get Free Report) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided EPS guidance of 0.380-0.400 for the period, compared to the consensus EPS estimate of 0.480. The company issued revenue guidance of $3.2 billion-$3.3 billion, compared to the consensus revenue estimate of $3.2 billion. Hormel Foods also updated its FY 2025 guidance to 1.430-1.450 EPS.

Analyst Ratings Changes

Several analysts have weighed in on the company. BNP Paribas Exane raised Hormel Foods from an "underperform" rating to a "neutral" rating and set a $30.00 price target on the stock in a report on Tuesday, May 27th. BNP Paribas raised Hormel Foods from a "strong sell" rating to a "hold" rating in a report on Tuesday, May 27th. Stephens reiterated an "equal weight" rating and set a $31.00 price objective on shares of Hormel Foods in a research report on Thursday, May 22nd. The Goldman Sachs Group began coverage on Hormel Foods in a research report on Monday, June 23rd. They issued a "buy" rating and a $35.00 price target for the company. Finally, JPMorgan Chase & Co. upgraded Hormel Foods from a "neutral" rating to an "overweight" rating and increased their target price for the stock from $29.00 to $34.00 in a research report on Wednesday, August 20th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and four have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $33.00.

Hormel Foods Price Performance

NYSE HRL opened at $29.02 on Thursday. The stock has a market capitalization of $15.96 billion, a P/E ratio of 21.33, a P/E/G ratio of 3.27 and a beta of 0.31. Hormel Foods has a 1 year low of $27.59 and a 1 year high of $33.80. The business's fifty day moving average is $29.42 and its two-hundred day moving average is $29.67. The company has a debt-to-equity ratio of 0.35, a quick ratio of 1.17 and a current ratio of 2.47.

Hormel Foods (NYSE:HRL - Get Free Report) last released its quarterly earnings results on Thursday, May 29th. The company reported $0.35 EPS for the quarter, meeting the consensus estimate of $0.35. Hormel Foods had a net margin of 6.27% and a return on equity of 10.20%. The business had revenue of $2.90 billion for the quarter, compared to analysts' expectations of $2.92 billion. During the same period in the prior year, the firm earned $0.38 earnings per share. Hormel Foods's revenue was up .3% compared to the same quarter last year. On average, research analysts forecast that Hormel Foods will post 1.65 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Hormel Foods

Several large investors have recently modified their holdings of HRL. Caxton Associates LLP bought a new stake in shares of Hormel Foods in the 1st quarter worth approximately $310,000. Empowered Funds LLC increased its position in Hormel Foods by 1.8% in the first quarter. Empowered Funds LLC now owns 57,500 shares of the company's stock worth $1,779,000 after purchasing an additional 993 shares during the last quarter. Woodline Partners LP increased its position in Hormel Foods by 40.8% during the first quarter. Woodline Partners LP now owns 24,583 shares of the company's stock valued at $761,000 after acquiring an additional 7,129 shares during the last quarter. EverSource Wealth Advisors LLC lifted its stake in Hormel Foods by 214.4% in the second quarter. EverSource Wealth Advisors LLC now owns 4,731 shares of the company's stock worth $143,000 after acquiring an additional 3,226 shares during the period. Finally, Cerity Partners LLC raised its holdings in Hormel Foods by 76.5% in the second quarter. Cerity Partners LLC now owns 103,616 shares of the company's stock worth $3,134,000 after purchasing an additional 44,906 shares in the last quarter. Hedge funds and other institutional investors own 40.99% of the company's stock.

About Hormel Foods

Hormel Foods Corporation develops, processes, and distributes various meat, nuts, and other food products to retail, foodservice, deli, and commercial customers in the United States and internationally. It operates through three segments: Retail, Foodservice, and International segments. The company provides various perishable products that include fresh meats, frozen items, refrigerated meal solutions, sausages, hams, guacamoles, and bacons; and shelf-stable products comprising canned luncheon meats, nut butters, snack nuts, chili, shelf-stable microwaveable meals, hash, stews, tortillas, salsas, tortilla chips, nutritional food supplements, and others.

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