William Blair Forecasts Weaker Earnings for TreeHouse Foods

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) - Investment analysts at William Blair dropped their Q3 2025 EPS estimates for TreeHouse Foods in a research note issued to investors on Thursday, July 31st. William Blair analyst J. Andersen now expects that the company will post earnings of $0.45 per share for the quarter, down from their previous estimate 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 earnings results on Thursday, July 31st. The company reported $0.17 EPS for the quarter, topping the consensus estimate of $0.10 by $0.07. The firm had revenue of $801.40 million during the quarter, compared to analysts' expectations of $788.84 million. TreeHouse Foods had a return on equity of 6.35% and a net margin of 0.62%. TreeHouse Foods's quarterly revenue was up 1.2% compared to the same quarter last year. During the same period last year, the business earned $0.29 earnings per share.

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

TreeHouse Foods Trading Up 0.6%

THS stock traded up $0.12 during midday trading on Monday, reaching $19.26. The stock had a trading volume of 285,344 shares, compared to its average volume of 685,488. The business has a fifty day simple moving average of $20.76 and a two-hundred day simple moving average of $25.13. The company has a quick ratio of 0.38, a current ratio of 1.26 and a debt-to-equity ratio of 0.98. The firm has a market cap of $972.43 million, a price-to-earnings ratio of 49.36 and a beta of 0.25. TreeHouse Foods has a twelve month low of $18.50 and a twelve month high of $43.84.

Institutional Trading of TreeHouse Foods

Large investors have recently added to or reduced their stakes in the business. Sterling Capital Management LLC lifted its holdings in shares of TreeHouse Foods by 134.4% during the fourth quarter. Sterling Capital Management LLC now owns 2,374 shares of the company's stock worth $83,000 after buying an additional 1,361 shares in the last quarter. Blue Trust Inc. boosted its holdings in shares of TreeHouse Foods by 50.7% during the 2nd quarter. Blue Trust Inc. now owns 2,878 shares of the company's stock worth $56,000 after buying an additional 968 shares in the last quarter. GAMMA Investing LLC raised its position in shares of TreeHouse Foods by 719.7% during the second quarter. GAMMA Investing LLC now owns 2,918 shares of the company's stock worth $57,000 after purchasing an additional 2,562 shares during the period. State of Wyoming purchased a new stake in TreeHouse Foods in the 1st quarter valued at $93,000. Finally, CIBC Private Wealth Group LLC increased its position in shares of TreeHouse Foods by 58.2% during the 4th quarter. CIBC Private Wealth Group LLC now owns 4,101 shares of the company's stock valued at $142,000 after purchasing an additional 1,508 shares during the last quarter. 99.81% of the stock is owned by institutional investors.

Insider Activity at TreeHouse Foods

In related news, Director Jana Partners Management, Lp acquired 17,678 shares of the firm's stock in a transaction on Monday, May 12th. The stock was bought at an average price of $23.09 per share, for a total transaction of $408,185.02. Following the completion of the purchase, the director directly owned 5,482,337 shares of the company's stock, valued at approximately $126,587,161.33. The trade was a 0.32% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders own 11.10% of the company's stock.

About TreeHouse Foods

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.