Tyson Foods (NYSE:TSN) Posts Earnings Results, Misses Estimates By $0.04 EPS

Tyson Foods (NYSE:TSN) released its earnings results on Monday. The company reported $0.97 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.01 by ($0.04), FiscalAI reports. The business had revenue of $14.31 billion for the quarter, compared to analysts’ expectations of $14.11 billion. Tyson Foods had a return on equity of 7.67% and a net margin of 0.36%.The business’s revenue for the quarter was up 5.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.14 EPS.

Here are the key takeaways from Tyson Foods’ conference call:

• Sales grew to $14.3 billion (up 6.2% YoY) as Tyson’s branded and fresh offerings gained share — Prepared Foods and Chicken delivered strong volumes and market-share wins, with Chicken segment operating income at $459 million and Prepared Foods at $338 million.
• Tyson announced a right-sizing of its beef footprint (closing Lexington, NE and cutting Amarillo shifts) and expects the Beef segment to post a loss of $500 million–$250 million for the year due to tight cattle supplies.
• The company changed its reporting metric from Adjusted Operating Income to Segment Operating Income (excluding corporate expenses and amortization) to align investor visibility with how management evaluates business performance.
• Balance-sheet and cash improvements: Q1 operating cash flow was $942 million with roughly $700 million of free cash flow, net leverage fell to 2.0x, gross debt was reduced by $1.4 billion year-over-year, and FY free cash flow is guided to $1.1–$1.7 billion.
• Profitability pressure persisted in Q1 as total company Segment Operating Income declined 12% to $811 million and adjusted EPS fell to $0.97 (down 15%), driven largely by beef headwinds and a higher tax rate.

Tyson Foods Price Performance

NYSE:TSN opened at $64.69 on Wednesday. The firm has a market capitalization of $22.84 billion, a price-to-earnings ratio of 115.51, a PEG ratio of 1.48 and a beta of 0.48. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.53 and a quick ratio of 0.66. The business has a 50 day simple moving average of $59.40 and a 200-day simple moving average of $56.10. Tyson Foods has a 1 year low of $50.56 and a 1 year high of $66.15.

Tyson Foods Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be given a dividend of $0.51 per share. This represents a $2.04 dividend on an annualized basis and a yield of 3.2%. This is a boost from Tyson Foods’s previous quarterly dividend of $0.50. The ex-dividend date is Friday, February 27th. Tyson Foods’s dividend payout ratio (DPR) is currently 153.38%.

Insider Buying and Selling at Tyson Foods

In related news, Chairman John H. Tyson sold 100,301 shares of the firm’s stock in a transaction on Friday, November 28th. The stock was sold at an average price of $58.05, for a total value of $5,822,473.05. Following the completion of the sale, the chairman directly owned 2,989,415 shares in the company, valued at $173,535,540.75. This trade represents a 3.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Curt Calaway sold 6,539 shares of the stock in a transaction on Tuesday, November 25th. The shares were sold at an average price of $57.19, for a total transaction of $373,965.41. Following the completion of the sale, the chief financial officer directly owned 31,833 shares in the company, valued at approximately $1,820,529.27. This represents a 17.04% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 2.11% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of TSN. CIBC Private Wealth Group LLC raised its holdings in shares of Tyson Foods by 10.6% in the third quarter. CIBC Private Wealth Group LLC now owns 1,862 shares of the company’s stock worth $101,000 after buying an additional 179 shares during the period. CIBC Bancorp USA Inc. purchased a new stake in Tyson Foods in the third quarter worth $5,734,000. Captrust Financial Advisors lifted its position in shares of Tyson Foods by 147.0% during the third quarter. Captrust Financial Advisors now owns 41,335 shares of the company’s stock worth $2,244,000 after purchasing an additional 24,601 shares during the last quarter. Danske Bank A S purchased a new stake in shares of Tyson Foods during the third quarter valued at $9,315,000. Finally, Advisory Services Network LLC grew its holdings in shares of Tyson Foods by 1.9% in the third quarter. Advisory Services Network LLC now owns 38,392 shares of the company’s stock worth $2,085,000 after purchasing an additional 701 shares during the last quarter. Hedge funds and other institutional investors own 67.00% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on TSN shares. Barclays increased their price objective on shares of Tyson Foods from $75.00 to $78.00 and gave the company an “overweight” rating in a report on Tuesday. BMO Capital Markets raised their target price on shares of Tyson Foods from $67.00 to $73.00 and gave the company an “outperform” rating in a research note on Tuesday. Sanford C. Bernstein reiterated a “market perform” rating and issued a $69.00 price target on shares of Tyson Foods in a research note on Tuesday. JPMorgan Chase & Co. raised their price objective on Tyson Foods from $63.00 to $67.00 and gave the company a “neutral” rating in a research report on Tuesday. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Tyson Foods in a research report on Monday, December 29th. Three equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, Tyson Foods presently has a consensus rating of “Hold” and a consensus price target of $64.27.

Key Tyson Foods News

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

• Positive Sentiment: Q1 revenue and segment strength — Tyson reported ~5% revenue growth with prepared foods and chicken outperforming, helping the company beat revenue expectations and support near-term sales momentum. Tyson Foods beats Q1 expectations as prepared foods, chicken segments shine
• Positive Sentiment: Diet guidance tailwind — new U.S. government dietary guidance encouraging more protein consumption was reported as broadly favorable for Tyson’s product mix, a potential long-term demand tailwind. The US government just told 340 million Americans to eat more of what Tyson Foods sells
• Positive Sentiment: Analyst price-target lift — JPMorgan raised its price target to $67 (maintaining a neutral rating), signaling modest upside in analysts’ view and providing support to the stock. JPMorgan raises TSN price target
• Neutral Sentiment: Earnings call nuance — management highlighted strong prepared foods/chicken performance but noted beef and international pressure; the transcript provides operational color that could help investors model recovery timing. Tyson Foods (TSN) Q1 2026 Earnings Call Transcript
• Negative Sentiment: EPS and net-income shortfalls — reported EPS of $0.97 missed some consensus figures (e.g., $1.01) and headlines noted a net-income miss, which has investors worried about margin durability. Tyson Foods fiscal Q1 net income misses Wall Street estimate
• Negative Sentiment: Margin and profit pressure — analysts and coverage (Zacks, Barron’s) flagged year-over-year EPS decline and softer margins in beef and international segments, which limit near-term upside until cost or pricing trends improve. Tyson Foods Q1 Earnings Miss Estimates, Sales Grow 5.1% Y/Y
• Negative Sentiment: Mixed market reaction — some outlets note the stock fell after the release despite upside in sales, indicating investor focus on margins, EPS trajectory and guidance details rather than revenue alone. Tyson Foods Tops Earnings Estimates on Strong Chicken Sales. The Stock Is Falling.

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.