Tyson Foods (NYSE:TSN) Given New $70.00 Price Target at Stephens

Key Points

• Stephens raised its price target to $70 and maintained an "equal weight" rating, implying roughly a 3.5% upside, while the street consensus is a "Hold" with an average target of $68.27 and mixed analyst views.
• Q2 beat and constructive guidance: Tyson reported adjusted EPS of $0.87 vs. $0.76 expected and revenue of $13.65B (up 4.4% y/y), and management raised FY2026 adjusted operating income guidance to $2.2B–$2.4B with a stronger Chicken outlook.
• Margin pressure from beef costs: Elevated cattle prices and weak beef demand are squeezing margins (net income down ~3.5% y/y), factors that temper upside even as the stock traded near $67.65 with a $23.8B market cap.

Tyson Foods (NYSE:TSN - Get Free Report) had its price objective upped by equities researchers at Stephens from $65.00 to $70.00 in a research note issued to investors on Tuesday,Benzinga reports. The firm currently has an "equal weight" rating on the stock. Stephens' price target indicates a potential upside of 3.47% from the stock's previous close.

TSN has been the subject of several other reports. Sanford C. Bernstein reiterated a "market perform" rating and set a $69.00 price target on shares of Tyson Foods in a report on Tuesday, February 3rd. Barclays lifted their price target on Tyson Foods from $75.00 to $78.00 and gave the company an "overweight" rating in a report on Tuesday, February 3rd. JPMorgan Chase & Co. reduced their price target on Tyson Foods from $67.00 to $65.00 and set a "neutral" rating for the company in a report on Tuesday, March 24th. BMO Capital Markets raised their price objective on Tyson Foods from $67.00 to $73.00 and gave the company an "outperform" rating in a research note on Tuesday, February 3rd. Finally, Piper Sandler restated an "overweight" rating and issued a $80.00 target price on shares of Tyson Foods in a report on Monday. Five equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus price target of $68.27.

Tyson Foods Stock Down 1.6%

Shares of Tyson Foods stock traded down $1.10 during trading on Tuesday, hitting $67.65. 591,605 shares of the stock traded hands, compared to its average volume of 2,957,174. The stock has a market cap of $23.82 billion, a P/E ratio of 121.08, a PEG ratio of 1.38 and a beta of 0.40. The company has a debt-to-equity ratio of 0.41, a quick ratio of 0.66 and a current ratio of 1.53. Tyson Foods has a twelve month low of $50.56 and a twelve month high of $69.48. The company has a fifty day moving average price of $63.07 and a two-hundred day moving average price of $59.75.

Tyson Foods (NYSE:TSN - Get Free Report) last announced its quarterly earnings results on Monday, May 4th. The company reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $0.11. The business had revenue of $13.65 billion during the quarter, compared to analyst estimates of $13.63 billion. Tyson Foods had a return on equity of 7.67% and a net margin of 0.36%.The firm's revenue was up 4.4% on a year-over-year basis. During the same period in the previous year, the company earned $0.92 EPS. Equities research analysts predict that Tyson Foods will post 3.95 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the business. Sanctuary Advisors LLC increased its position in Tyson Foods by 86.5% in the 1st quarter. Sanctuary Advisors LLC now owns 83,289 shares of the company's stock worth $5,336,000 after buying an additional 38,619 shares during the period. Nwam LLC bought a new position in Tyson Foods in the 1st quarter worth approximately $742,000. Calamos Wealth Management LLC bought a new position in Tyson Foods in the 1st quarter worth approximately $327,000. Calamos Advisors LLC bought a new position in Tyson Foods in the 1st quarter worth approximately $327,000. Finally, Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in Tyson Foods by 4.8% in the 1st quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 8,151 shares of the company's stock worth $522,000 after buying an additional 377 shares during the period. 67.00% of the stock is owned by institutional investors.

Key Tyson Foods News

Here are the key news stories impacting Tyson Foods this week:

• Positive Sentiment: Q2 earnings beat: Adjusted EPS of $0.87 topped Street estimates (around $0.76–$0.78) and revenue rose ~4.4% to $13.65B, evidence of pricing power and topline resilience. Tyson Foods profit beats estimates on strength in chicken business (Reuters)
• Positive Sentiment: Management raised segment expectations: Tyson signaled FY2026 adjusted operating income of $2.2B–$2.4B and lifted the Chicken outlook to $1.9B–$2.05B — a constructive guide that supports margin recovery if trends hold. Tyson signals FY2026 $2.2B-$2.4B adjusted operating income (Seeking Alpha)
• Positive Sentiment: Market reaction/technicals: Positive headline results helped push TSN to fresh highs as some outlets highlight a strong snap-back in profits and investor interest. Tyson Foods (TSN) Hits Fresh All-Time High as Profits Soar (Yahoo)
• Neutral Sentiment: Company filings and materials: Full Q2 release, slide deck and conference-call transcript were posted to the investor relations site for deeper review by analysts and investors. Tyson Foods Second Quarter 2026 Financial Results Available (GlobeNewswire)
• Neutral Sentiment: Earnings-call transparency: The full Q2 earnings call transcript is available for details on volumes, mix, and cost outlook — useful for modeling near-term margin sensitivity. Q2 2026 Earnings Call Transcript (Seeking Alpha)
• Negative Sentiment: High cattle costs and weak beef demand remain a drag: Management and press coverage say soaring cattle prices continue to squeeze margins in the beef segment, limiting overall profit flow-through. Tyson Foods Continues to Be Squeezed by High Cattle Costs (WSJ)
• Negative Sentiment: Net income dip and beef struggles: Although revenue rose, some reports note net income dipped ~3.5% year-over-year and the beef segment underperformed, which could pressure margins if cattle prices stay elevated. Tyson Foods quarterly net income dips 3.5% (TalkBusiness)

Tyson Foods Company Profile

Tyson Foods, Inc NYSE: TSN is a multinational food company primarily engaged in the production, processing and marketing of protein-based and prepared food products. Founded in 1935 and headquartered in Springdale, Arkansas, the company is one of the world's largest processors of chicken, beef and pork. Its operations span live animal procurement and farming relationships through slaughter, further processing and distribution, supplying raw protein and value-added prepared foods to retail, foodservice and industrial customers.

The company's product portfolio covers fresh and frozen meats, branded and private-label prepared foods, and a range of value-added items such as ready-to-eat and ready-to-cook meals, snack and sandwich meats.

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