Tyson Foods, IncNYSE: TSN
Consumer Staples · Packaged Foods & Meats
$57.14
-14.04%
Vol: 218K
Research Digest
Monday, June 15, 2026
No significant overnight updates
No material news in the last 48 hours.
Previous Market Intelligence
13 daysJun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Tyson Foods raised FY2026 guidance after Q2 EPS beat; CEO warns inflation will persist into 2027Positive▶
On May 4 Tyson reported Q2 2026 EPS of $0.87 versus $0.79 consensus and raised full-year guidance for adjusted operating income by $100M to $2.2-2.4B and free cash flow by $100M to $1.2-1.8B. The stock closed up 7.80% to a new 52-week high. Chicken and prepared foods drove growth (retail branded volume up 2.3% vs -1.0% for the broader category) offsetting beef segment weakness. CEO Donnie King told the BMO Global Farm to Market Conference on May 13 that inflation is real and persistent and will not decline meaningfully through 2027. Tyson also secured preliminary approval for an $82.5M beef antitrust class action settlement and will close a Hillshire Brands plant in Rome, GA (168 layoffs). Risk: beef segment losses and China export suspensions remain ongoing headwinds.
May 20Tyson Foods raised FY26 outlook on Q2 beat with Piper Sandler upgrading to Overweight and lifting PT to $75.Positive▶
Tyson Foods posted Q2 FY26 EPS of $0.87 vs $0.79 estimate on May 4, with sales of $13.65B and net income of $260M. Management raised FY26 adjusted operating income guidance to $2.2B-$2.4B, driven by stronger Chicken and Prepared Foods segments, though still expecting a Beef operating loss of $350M-$500M. Piper Sandler upgraded to Overweight with PT raised to $75 from $61, and Mizuho initiated coverage at Outperform with $72 PT. The Board declared a $0.51 quarterly dividend. Shares rose 7.1% after the print, though headwinds from China export suspensions and Beef pressures persist.
May 19No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 18Tyson Q2 EPS of $0.87 beat $0.79 estimate; raises FY26 adj. operating income guidance to $2.2-$2.4B; Piper Sandler upgrades to Overweight ($75 PT)Positive▶
Tyson Foods reported Q2 fiscal 2026 results on May 4 with adjusted EPS of $0.87 beating $0.79 estimate, on revenue of $13.65B (up 4.4% YoY, slightly below $13.75B estimate). Chicken and prepared foods strength offset beef weakness. The company raised FY2026 adjusted operating income guidance by $100M to $2.2-$2.4B and free cash flow guidance by $100M to $1.2-$1.8B. The Board declared a quarterly dividend of $0.51/share Class A on May 7, payable September 15. Piper Sandler upgraded TSN to Overweight from Neutral with $75 PT (from $61); BMO Capital raised PT to $75 from $73; Goldman Sachs maintains Buy. Tyson plans to close a Hillshire Brands factory in Rome, GA in 2026 affecting 168 workers. Chinese customs halts on beef export clearances remain a headwind.
May 15Tyson Foods Q2 2026 EPS of $0.87 beat $0.79 estimate; raised fiscal 2026 outlook to $2.2-$2.4B adjusted operating income despite continued Beef segment losses of $350-$500M.Positive▶
Tyson Foods reported Q2 2026 on May 4: sales of $13.65B (+4.4% YoY at the segment level, $27.97B HY) with adjusted EPS of $0.87 beating $0.79 estimates by $0.08; GAAP operating income of $737M (+8% YoY). Company raised fiscal 2026 adjusted operating income guidance to $2.2B-$2.4B driven by Chicken and Prepared Foods strength, but Beef segment will still post operating loss of $350M-$500M due to elevated cattle costs and shrinking US herd. Quarterly dividend of $0.51 (Class A) declared May 7, payable September 15. Stock opened May 15 at $67.50 in range $50.56-$69.48. Massachusetts Financial Services opened new $227.7M position. Risk: ongoing DOJ antitrust investigation into meatpacking industry.
May 14Tyson Foods raised FY26 outlook to $2.2-$2.4B operating income on May 4 Q2 beat; Trump beef tariff suspension adds policy tailwindPositive▶
Tyson Q2 2026 EPS of $0.87 beat $0.79 estimate; revenue of $13.65B narrowly missed $13.75B consensus. Sales rose 4.4% YoY. Company raised FY26 adjusted operating income guidance to $2.2-2.4B driven by Chicken and Prepared Foods. Shares jumped 3% post-print. BMO Capital raised PT to $75 from $73 with Buy rating. Trump administration suspended tariff-rate quotas on beef imports per WSJ, expanding rancher support and easing input costs. Board declared $0.51 dividend payable September 15. Risk: protein cycle and tariff policy reversal.
May 13Tyson Foods raised FY26 adjusted operating income guidance to $2.2-$2.4B but still expects $350-500M Beef loss; participates in BMO conference today.Mixed▶
Tyson Foods reported Q2 2026 EPS of $0.87 on May 4, beating $0.79 consensus, with stock up 7.1% post-earnings. Management raised fiscal 2026 adjusted operating income guidance to $2.2B-$2.4B driven by Chicken and Prepared Foods strength, but still anticipates a sizeable Beef operating loss of $350M-$500M. Revenue of $13.65B missed estimates and volumes fell 2.3% YoY. The Board declared a $0.51 Class A quarterly dividend payable September 15. CEO Donnie King and CFO Curt Calaway are participating in the BMO Conference today (May 13) at 8:00 a.m. ET.
May 12Tyson Foods stock rose 7.1% after Q2 fiscal 2026 sales of $13.65B and updated guidance for $2.2-$2.4B in adjusted operating income led by chicken; quarterly dividend declared.Positive▶
Tyson reported Q2 fiscal 2026 sales of $13.65B (+4.4% YoY) and EPS of $0.87, beating $0.79 estimates, lifting the stock 7.1%. Updated FY26 guidance calls for adjusted operating income of $2.2-$2.4B led by chicken and prepared foods, with pork at $250-$300M but beef expected to lose $350-$500M. The board declared a quarterly dividend of $0.51 Class A and $0.459 Class B payable September 15. Multiple analysts raised targets including Piper Sandler to $80 and BMO to $75, while Goldman initiated Buy. Tyson management speaks at the BMO Farm to Market Conference on May 13.
May 11Tyson Foods raised 2026 outlook after Q2 beat on revenue and EPS; stock jumped 3%, declared $0.51 dividendPositive▶
Tyson Foods stock jumped 3% (with Simply Wall St noting 7.1% intraday move) after Q2 fiscal 2026 results beat Wall Street expectations on revenue of $13.65 billion (up 4.4% YoY) and adjusted EPS of $0.87. The Board declared a quarterly dividend of $0.51 per Class A share, payable September 15. Updated 2026 guidance calls for adjusted operating income of $2.2B-$2.4B driven by Chicken and Prepared Foods strength, though Beef is still expected to post a $350M-$500M operating loss. Adjusted EBITDA missed forecasts and overall sales volumes declined 2.3% YoY. Management will participate in BMO Global Farm to Market Conference May 13. This matters because the chicken segment turnaround is offsetting beef cattle cycle weakness.
May 8Tyson Foods Q2 2026 net income surges to $260M from $7M year-ago, dividend declared at $0.51/share; stock hits all-time high at $68.75.Positive▶
Tyson Foods reported stellar Q2 2026 results with attributable net income of $260 million (up 3,614% from $7 million in Q2 2025) on revenue of $13.65 billion (+4.4% YoY). The company adjusted EPS of $0.87 beat expectations, though adjusted EBITDA of $785 million fell short of forecasts and sales volumes declined 2.3% YoY. The Board declared a quarterly dividend of $0.51 per share on Class A stock and $0.459 per share on Class B stock, payable September 15, 2026. The stock reached an all-time high of $68.75. BMO Capital raised its price target to $75 from $73 with an Outperform rating. The consensus rating among 9 analysts is Buy with a 12-month price target of $68.56. The company faces DOJ scrutiny over antitrust issues in beef processing.
May 7Tyson Foods Q2 2026 results showed net income surge 3,614% to $260M, stock hit all-time high at $68.75; company raised full-year profit outlook.Positive▶
Tyson Foods reported exceptional Q2 2026 financial results with net income skyrocketing 3,614% to $260 million from just $7 million YoY, and revenue rising 4.4% to $13.65 billion, beating Wall Street expectations. Adjusted EPS of $0.87 exceeded forecasts. The company raised its full-year profit outlook. Stock surged 7.96% to all-time high of $68.75 on strong demand for chicken and pork products, though beef segment remains challenged. BMO Capital raised price target to $75 from $73 with Outperform rating.
May 6Tyson Foods beats Q2 earnings with 3,614% profit surge and raises FY2026 guidancePositive▶
Tyson Foods reported Q2 2026 results on May 4 with sales of $27.966B, up 4.8% from prior year and GAAP operating income of $737M, up 8%. Non-GAAP EPS of $0.87 beat analyst consensus of $0.7878 by 10.4%. Attributable net income surged 3,614% to $260M from $7M year-earlier. The earnings beat was driven by strength in the chicken business offsetting a slump in beef. Management raised full-year profit outlook signaling confidence that positive trends in chicken and prepared foods will compensate for beef headwinds. Stock soared to all-time high but subsequently fell 1.45%. Consensus rating is "Hold" with average price target of $66.91.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| MDLZMONDELEZ | $62.27 | +1.25% | -0.2% | 18.1x | 0.40 | $78.9B |
| HSYHERSHEY | $179.79 | -5.57% | -0.7% | 19.2x | 0.07 | $38.6B |
| KHCKRAFT | $24.26 | +3.04% | +0.8% | 11.2x | 0.05 | $27.9B |
| TSNTYSON | $57.14 | -14.04% | -0.3% | 14.5x | 0.39 | $23.4B |
| GISGENERAL | $34.82 | +4.03% | +0.1% | 10.3x | -0.03 | $17.9B |
| MKCMCCORMICK | $48.66 | +3.61% | +0.6% | 14.0x | 0.67 | $12.6B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price below 200d MA — bearish structure.