Q3 EPS Estimates for TreeHouse Foods Decreased by Analyst

Key Points

• TreeHouse Foods' Q3 2025 EPS estimates were decreased by analyst William Blair, lowering the forecast from $0.58 to $0.45. The consensus full-year earnings estimate stands at $1.94 per share.
• The company reported Q2 earnings of $0.17 per share, exceeding the consensus estimate of $0.10, with a revenue of $801.40 million.
• Multiple analysts have reduced their price targets for TreeHouse Foods, with consensus ratings reflecting a "Hold" position and a target price of $24.00.

TreeHouse Foods, Inc. (NYSE:THS - Free Report) - Analysts at William Blair dropped their Q3 2025 earnings per share (EPS) estimates for shares of TreeHouse Foods in a research note issued to investors on Thursday, July 31st. William Blair analyst J. Andersen now forecasts that the company will post earnings per share of $0.45 for the quarter, down from their previous forecast of $0.58. The consensus estimate for TreeHouse Foods' current full-year earnings is $1.94 per share.

TreeHouse Foods (NYSE:THS - Get Free Report) last issued its quarterly earnings data on Thursday, July 31st. The company reported $0.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.10 by $0.07. TreeHouse Foods had a return on equity of 6.35% and a net margin of 0.62%. The firm had revenue of $801.40 million during the quarter, compared to the consensus estimate of $788.84 million. During the same quarter in the previous year, the company posted $0.29 EPS. The business's revenue for the quarter was up 1.2% compared to the same quarter last year.

Other equities analysts also recently issued research reports about the company. Truist Financial cut their price objective on TreeHouse Foods from $25.00 to $20.00 and set a "hold" rating for the company in a research report on Thursday, May 8th. Mizuho lowered their target price on TreeHouse Foods from $24.00 to $22.00 and set a "neutral" rating for the company in a research note on Monday, July 28th. Barclays lowered their target price on TreeHouse Foods from $25.00 to $21.00 and set an "equal weight" rating for the company in a research note on Tuesday, July 15th. Stifel Nicolaus lowered their target price on TreeHouse Foods from $24.00 to $23.00 and set a "hold" rating for the company in a research note on Tuesday, July 29th. Finally, TD Cowen lowered their target price on TreeHouse Foods from $32.00 to $27.00 and set a "hold" rating for the company in a research note on Friday, April 11th. Eight research analysts have rated the stock with a hold rating, Based on data from MarketBeat, TreeHouse Foods has a consensus rating of "Hold" and a consensus price target of $24.00.

TreeHouse Foods Trading Up 1.6%

Shares of THS opened at $19.52 on Monday. The stock has a fifty day moving average price of $20.94 and a two-hundred day moving average price of $25.31. 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 has a 52-week low of $18.50 and a 52-week high of $43.84. The company has a market cap of $985.76 million, a price-to-earnings ratio of 50.05 and a beta of 0.25.

Institutional Investors Weigh In On TreeHouse Foods

A number of institutional investors have recently made changes to their positions in THS. FMR LLC grew its stake in shares of TreeHouse Foods by 90.5% during the fourth quarter. FMR LLC now owns 5,219,543 shares of the company's stock worth $183,363,000 after purchasing an additional 2,479,495 shares during the period. Sessa Capital IM L.P. grew its stake in TreeHouse Foods by 121.9% in the fourth quarter. Sessa Capital IM L.P. now owns 3,242,483 shares of the company's stock valued at $113,908,000 after acquiring an additional 1,781,179 shares during the period. Bridgeway Capital Management LLC acquired a new position in TreeHouse Foods in the first quarter valued at about $6,730,000. Dark Forest Capital Management LP acquired a new position in TreeHouse Foods in the first quarter valued at about $5,798,000. Finally, D. E. Shaw & Co. Inc. grew its stake in TreeHouse Foods by 96.4% in the fourth quarter. D. E. Shaw & Co. Inc. now owns 343,086 shares of the company's stock valued at $12,053,000 after acquiring an additional 168,365 shares during the period. 99.81% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Steven Oakland acquired 4,660 shares of the firm's stock in a transaction that occurred on Thursday, May 8th. The stock was acquired at an average cost of $21.46 per share, with a total value of $100,003.60. Following the completion of the purchase, the chief executive officer directly owned 369,521 shares in the company, valued at approximately $7,929,920.66. This trade represents a 1.28% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Jana Partners Management, Lp acquired 17,678 shares of the firm's stock in a transaction that occurred on Monday, May 12th. The shares were bought at an average cost of $23.09 per share, with a total value of $408,185.02. Following the completion of the purchase, the director owned 5,482,337 shares of the company's stock, valued at $126,587,161.33. This trade represents a 0.32% increase in their ownership of the stock. The disclosure for this purchase can be found here. Over the last ninety days, insiders have purchased 147,123 shares of company stock valued at $3,234,741. 11.10% of the stock is owned by insiders.

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.

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