Track market-moving stories before they get noisy

Tyson Foods (TSN - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Shares of this meat producer have returned +8.8% over the past month versus the Zacks S&P 500 composite's no change. The Zacks Food - Meat Products industry, to which Tyson belongs, has gained 0.5% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Tyson is expected to post earnings of $0.65 per share for the current quarter, representing a year-over-year change of -43.5%. Over the last 30 days, the Zacks Consensus Estimate has changed -5.9%.

For the current fiscal year, the consensus earnings estimate of $3.49 points to a change of -15.3% from the prior year. Over the last 30 days, this estimate has changed -4.3%.

For the next fiscal year, the consensus earnings estimate of $3.73 indicates a change of +6.7% from what Tyson is expected to report a year ago. Over the past month, the estimate has changed -4.4%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #5 (Strong Sell) for Tyson.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Tyson, the consensus sales estimate of $13.88 billion for the current quarter points to a year-over-year change of +0.1%. The $56.29 billion and $53.82 billion estimates for the current and next fiscal years indicate changes of +3.4% and -4.4%, respectively.

Last Reported Results and Surprise HistoryTyson reported revenues of $13.87 billion in the last reported quarter, representing a year-over-year change of -0.1%. EPS of $0.99 for the same period compares with $0.91 a year ago.

Compared to the Zacks Consensus Estimate of $14.14 billion, the reported revenues represent a surprise of -1.91%. The EPS surprise was -3.88%.

Over the last four quarters, Tyson surpassed consensus EPS estimates two times. The company topped consensus revenue estimates just once over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Tyson is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Tyson. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.

Tyson Foods (TSN - Free Report) closed at $54.88 in the latest trading session, marking a +1.55% move from the prior day. The stock outpaced the S&P 500's daily loss of 1.09%. At the same time, the Dow lost 0.34%, and the tech-heavy Nasdaq lost 2.15%.

Heading into today, shares of the meat producer had gained 3.41% over the past month, outpacing the Consumer Staples sector's gain of 1.5% and the S&P 500's gain of 2.44%.

The upcoming earnings release of Tyson Foods will be of great interest to investors. The company's earnings report is expected on November 16, 2026. The company is forecasted to report an EPS of $0.65, showcasing a 43.48% downward movement from the corresponding quarter of the prior year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $13.88 billion, up 0.12% from the year-ago period.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $3.49 per share and a revenue of $56.29 billion, indicating changes of -15.29% and +3.39%, respectively, from the former year.

Investors should also note any recent changes to analyst estimates for Tyson Foods. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.

The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 7.33% lower. Tyson Foods is currently sporting a Zacks Rank of #5 (Strong Sell).

From a valuation perspective, Tyson Foods is currently exchanging hands at a Forward P/E ratio of 14.5. This represents a premium compared to its industry average Forward P/E of 13.28.

We can also see that TSN currently has a PEG ratio of 0.9. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. As the market closed yesterday, the Food - Meat Products industry was having an average PEG ratio of 1.64.

The Food - Meat Products industry is part of the Consumer Staples sector. This industry, currently bearing a Zacks Industry Rank of 247, finds itself in the bottom 1% echelons of all 250+ industries.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.

Tyson Foods (TSN - Free Report) closed the most recent trading day at $53.43, moving +2.08% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 0.6%. Elsewhere, the Dow saw an upswing of 0.83%, while the tech-heavy Nasdaq appreciated by 0.64%.

Heading into today, shares of the meat producer had lost 0.23% over the past month, outpacing the Consumer Staples sector's loss of 1.82% and lagging the S&P 500's gain of 1.34%.

The investment community will be closely monitoring the performance of Tyson Foods in its forthcoming earnings report. The company is scheduled to release its earnings on November 16, 2026. It is anticipated that the company will report an EPS of $0.65, marking a 43.48% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $13.88 billion, reflecting a 0.12% rise from the equivalent quarter last year.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $3.49 per share and revenue of $56.29 billion, indicating changes of -15.29% and +3.39%, respectively, compared to the previous year.

Investors should also note any recent changes to analyst estimates for Tyson Foods. Recent revisions tend to reflect the latest near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To take advantage of this, we've established the Zacks Rank, an exclusive model that considers these estimated changes and delivers an operational rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 12.76% downward. Right now, Tyson Foods possesses a Zacks Rank of #5 (Strong Sell).

Looking at valuation, Tyson Foods is presently trading at a Forward P/E ratio of 14.04. This represents a premium compared to its industry average Forward P/E of 12.94.

Also, we should mention that TSN has a PEG ratio of 0.87. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Food - Meat Products industry currently had an average PEG ratio of 1.58 as of yesterday's close.

The Food - Meat Products industry is part of the Consumer Staples sector. This group has a Zacks Industry Rank of 247, putting it in the bottom 1% of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.

Tyson Foods (TSN - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.

Over the past month, shares of this meat producer have returned -0.1%, compared to the Zacks S&P 500 composite's +1.4% change. During this period, the Zacks Food - Meat Products industry, which Tyson falls in, has lost 6.5%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Tyson is expected to post earnings of $0.65 per share for the current quarter, representing a year-over-year change of -43.5%. Over the last 30 days, the Zacks Consensus Estimate has changed -10.7%.

For the current fiscal year, the consensus earnings estimate of $3.49 points to a change of -15.3% from the prior year. Over the last 30 days, this estimate has changed -8.8%.

For the next fiscal year, the consensus earnings estimate of $3.9 indicates a change of +11.5% from what Tyson is expected to report a year ago. Over the past month, the estimate has changed -8.7%.

Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Tyson is rated Zacks Rank #5 (Strong Sell).

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Tyson, the consensus sales estimate of $13.88 billion for the current quarter points to a year-over-year change of +0.1%. The $56.29 billion and $53.9 billion estimates for the current and next fiscal years indicate changes of +3.4% and -4.2%, respectively.

Last Reported Results and Surprise HistoryTyson reported revenues of $13.87 billion in the last reported quarter, representing a year-over-year change of -0.1%. EPS of $0.99 for the same period compares with $0.91 a year ago.

Compared to the Zacks Consensus Estimate of $14.14 billion, the reported revenues represent a surprise of -1.91%. The EPS surprise was -3.88%.

Over the last four quarters, Tyson surpassed consensus EPS estimates two times. The company topped consensus revenue estimates just once over this period.

ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Tyson is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Tyson. However, its Zacks Rank #5 does suggest that it may underperform the broader market in the near term.

Tyson Foods (TSN - Free Report) closed at $51.89 in the latest trading session, marking a +2.81% move from the prior day. This change outpaced the S&P 500's 0.73% gain on the day. Meanwhile, the Dow experienced a rise of 0.49%, and the technology-dominated Nasdaq saw an increase of 1.19%.

Prior to today's trading, shares of the meat producer had lost 2.49% was narrower than the Consumer Staples sector's loss of 6.84% and lagged the S&P 500's gain of 0.55%.

Analysts and investors alike will be keeping a close eye on the performance of Tyson Foods in its upcoming earnings disclosure. The company's earnings report is set to go public on November 16, 2026. The company's upcoming EPS is projected at $0.69, signifying a 40.00% drop compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $13.88 billion, indicating a 0.12% growth compared to the corresponding quarter of the prior year.

For the annual period, the Zacks Consensus Estimates anticipate earnings of $3.53 per share and a revenue of $55.78 billion, signifying shifts of -14.32% and +2.46%, respectively, from the last year.

Investors should also note any recent changes to analyst estimates for Tyson Foods. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 13.3% lower within the past month. Right now, Tyson Foods possesses a Zacks Rank of #5 (Strong Sell).

Looking at valuation, Tyson Foods is presently trading at a Forward P/E ratio of 12.96. This valuation marks a premium compared to its industry average Forward P/E of 11.84.

Meanwhile, TSN's PEG ratio is currently 0.8. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. TSN's industry had an average PEG ratio of 1.57 as of yesterday's close.

The Food - Meat Products industry is part of the Consumer Staples sector. This industry, currently bearing a Zacks Industry Rank of 247, finds itself in the bottom 1% echelons of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

Beef is bleeding hundreds of millions in losses while Tyson's stock slides, yet the company keeps writing dividend checks without flinching. Whether that confidence is earned or reckless depends on what you look at first.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Tyson Foods (NYSE:TSN | TSN Price Prediction) has paid $0.51 per Class A share for four straight quarters, most recently on September 15, 2026. The stock trades at $51.14, down 10.51% year to date. For a retiree depending on that check, the key question is whether cash flow covers it while beef keeps losing money.

Free Cash Flow Covers the Dividend With Room to Spare Tyson generated $1.177B of free cash flow in fiscal 2025 against a dividend bill of $697 million. Through the first nine months of fiscal 2026, free cash flow reached $913 million, and full-year guidance stands at $1.3 to $1.7 billion. Quarterly dividend payments run about $176 million.

Lower spending helps. Capex fell from $1.939 billion in fiscal 2023 to $978 million in fiscal 2025, with fiscal 2026 guided to $0.7B to $0.9B.

GAAP earnings look weaker. Trailing diluted EPS is $1.61, below the $2.04 annual dividend, dragged down by legal provisions of $248M this year and $738M in fiscal 2025. Cash coverage is solid. Earnings coverage is thin (we listed the seven warning signs that a big payout is about to be cut in a free dividend trap report).

Why Protein Margins Swing and What It Means for Income A meat processor buys live animals and sells cuts, so when cattle, hog or feed costs jump faster than wholesale prices, the spread collapses. Beef shows the damage: a Q3 segment loss of $138 million as volume fell 15.9% even with pricing up 12.1%. Full-year beef guidance is a loss of $650 to $500 million.

Chicken offsets it. The segment earned $488 million at an 11.2% margin, its seventh consecutive quarter of growth. Management said roughly three quarters of chicken operating income now runs on committed customer demand, which it called a “pull business”. Chief Executive Donnie King framed the mix this way:

“These results reflect the power of our differentiated multi-protein portfolio, strong customer partnerships and focus on operational excellence.”

How Tyson Stacks Up Against Pilgrim’s Pride and Hormel Pilgrim’s Pride (NASDAQ:PPC) is a pure-play chicken competitor riding the same poultry trend. It has no beef segment to absorb losses. Hormel Foods (NYSE:HRL) is a Dividend King that income investors treat as the benchmark for packaged-food payouts. Tyson sits between them: more branded exposure than a chicken pure-play, more commodity risk than Hormel. Prepared Foods, with a 12.6% margin, is the part that most resembles Hormel.

Falling Debt Protects the Payout Total debt dropped to $8.006 billion from $8.830 billion at fiscal year-end. Net leverage is 2.1 times with $4 billion of liquidity. Management said it is focused on:

“Maintaining balance-sheet strength and Tyson’s investment-grade credit profile.”

One caution: short-term debt rose to $1.427 billion while cash fell to $740 million.

Verdict: A Safe Dividend With Slow Raises The payout is safe. Free cash flow covers it easily, debt is shrinking, and chicken plus Prepared Foods carry the load while beef waits on the cattle cycle. Growth will stay low: the quarterly rate moved from $0.49 to $0.50 to $0.51 over the last two raises. At a forward P/E of 11, investors should watch fiscal 2027 guidance, beef losses and the Levi & Korsinsky securities investigation notices issued in September.

Contact [email protected] for any questions or corrections.

Tyson Foods (TSN - Free Report) closed at $52.02 in the latest trading session, marking a -1.42% move from the prior day. The stock fell short of the S&P 500, which registered a gain of 1.49% for the day. Meanwhile, the Dow gained 0.71%, and the Nasdaq, a tech-heavy index, added 2.26%.

The meat producer's stock has dropped by 9.76% in the past month, falling short of the Consumer Staples sector's loss of 1.56% and the S&P 500's gain of 0.1%.

Investors will be eagerly watching for the performance of Tyson Foods in its upcoming earnings disclosure. The company is predicted to post an EPS of $0.82, indicating a 28.7% decline compared to the equivalent quarter last year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $14.36 billion, up 3.58% from the year-ago period.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $3.65 per share and revenue of $56.26 billion, indicating changes of -11.41% and +3.34%, respectively, compared to the previous year.

Any recent changes to analyst estimates for Tyson Foods should also be noted by investors. These recent revisions tend to reflect the evolving nature of short-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 7.59% decrease. Tyson Foods is currently sporting a Zacks Rank of #5 (Strong Sell).

In terms of valuation, Tyson Foods is currently trading at a Forward P/E ratio of 14.46. This denotes a premium relative to the industry average Forward P/E of 13.35.

Also, we should mention that TSN has a PEG ratio of 0.89. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Food - Meat Products was holding an average PEG ratio of 1.67 at yesterday's closing price.

The Food - Meat Products industry is part of the Consumer Staples sector. At present, this industry carries a Zacks Industry Rank of 246, placing it within the bottom 1% of over 250 industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

Jeffrey K. Schomburger, the President & CEO Elect of Tyson Foods, Inc. (TSN +1.39%), purchased 19,450 shares of Class A Common Stock on Sept. 4, 2026, according to a recent SEC Form 4 filing.

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Transaction summaryMetricValueTransaction value~$1.0 millionShares purchased (directly held)19,450Post-transaction shares (directly held)100,129Post-transaction value$5.15 millionTransaction value based on SEC Form 4 weighted average purchase price ($51.50); post-transaction value based on September 04, 2026 market close ($51.42).

Key questionsWhat does this transaction reveal about the CEO Elect's positioning?
Jeffrey K. Schomburger increased his direct equity stake by 24% through this ~$1.0 million purchase. The investment signals conviction in the company's valuation as he prepares for his leadership transition, particularly as the stock has produced a negative 8% return over the 12 months ending on the transaction date.Are there technical details regarding the execution price?
The shares were acquired at a weighted average price of $51.50. Per the filing footnotes, the execution occurred in multiple transactions at prices ranging from $51.465 to $51.52.How does this impact the total insider ownership of the company?
Following this transaction, Jeffrey K. Schomburger's direct holdings reached 100,129 shares. Total insider ownership for the firm stood at 0.0282% as of the Sept. 8, 2026 market close, with no indirect holdings or derivative securities reported for the incoming CEO in this filing.Company OverviewMetricValueShare Price (as of market close 2026-09-08)$52.28Market Capitalization$18.4 billionRevenue (TTM)$55.7 billionNet Income (TTM)$574.0 millionCompany SnapshotTyson Foods operates as a vertically integrated global protein producer with four primary divisions--Beef, Pork, Chicken, and Prepared Foods--generating revenue through the production and distribution of fresh and processed meat products to retail, foodservice, and international markets.The company's business model encompasses the complete value chain from live animal procurement and processing through fabrication, case-ready packaging, and fully cooked product development, enabling operational efficiency and margin optimization across its portfolio.Tyson Foods serves a diverse customer base including major retail grocery chains, foodservice operators, food manufacturers, and international distributors, positioning itself as a critical supplier to both domestic and global protein markets.Tyson Foods is one of the world's largest protein producers, commanding substantial scale with 133,000 employees and trailing twelve month (TTM) revenues of $55.7 billion. The company maintains competitive advantages through its vertically integrated operations, established distribution networks, and diversified product portfolio spanning fresh proteins and value-added prepared foods. As a fundamental supplier to the global food system, Tyson operates within the Consumer Defensive sector, serving essential nutritional demand across developed and emerging markets.

What this transaction means for investorsThere are many reasons an insider may sell shares in a company. One reason could be the need to raise cash to fund a large personal expense. Another reason could be for a reasonable portfolio diversification unrelated to their outlook for the company. A third reason could be what investors fear most: a bearish outlook on the company's future.

However, there is only one reason an insider buys stock: they believe the share price is going up.

By that rule of thumb alone, Schomburger's purchase of Tyson Foods shares is a bullish signal. That signal is further bolstered by studies showing that, more often than not, an insider purchase predicts a higher share price 30 days later.

Still, analysts see headwinds for Tyson from competition, inflation, and more-cautious consumer spending. To stretch their food budgets, consumers have been purchasing less-costly no-name products rather than Tyson's branded meats. Longer-term, though, demand for protein products is expected to continue, a generally positive trend for the company.

Also, while this is a net bullish development, take Schombuirger's commitment with a dose of skepticism. The executive is probably buying now to signal his confidence in the business to shareholders and employees. But his annual pay package at Tyson exceeds the value of the shares he purchased in this transaction. Of course, the CEO-elect (he starts in October) wants Tyson to succeed, but this appears more to be virtue signaling than a belief in the near-term rebound of Tyson shares, which have tumbled about $16 a share in recent weeks.

Tyson Foods' fiscal 2026 revenue-growth and segmented operating income projections were reduced just one month after guidance was previously updated and a $1 billion senior notes offering was issued. Levi & Korsinsky is investigating potential securities law violations on behalf of Tyson Foods investors who lost money.

, /PRNewswire/ -- TSN shareholders absorbed the hit when Tyson Foods (NYSE: TSN) cut its fiscal 2026 revenue-growth outlook to 1.5%-2.0% from 2% to 4%, citing continued pressure in its cattle and beef business. If you lost money on Tyson Foods stock, you are encouraged to submit your TSN loss information now. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

During the second-quarter earnings call, CFO Curt Calaway noted Tyson "still anticipate[s] full year sales to be up 2% to 4% year-over-year" and guided to a loss in the beef segment of up to $500 million. On August 3, 2026, Tyson acknowledged continued challenges in the beef industry, "narrowed full year sales growth guidance to 2.5% to 3.5%," and increased the loss projections for the beef segment to $650 million.

Just days after this update, on August 10, 2026, Tyson announced a $1 billion offering of senior public notes. Less than one month following the offering, management sharply cut Tyson's guidance. On September 3, the Company issued a release indicating it now expects revenue growth of only "1.5% to 2.0%" and a loss in operating income for the beef segment of up to $775 million.

Levi & Korsinsky is investigating potential securities law violations concerning Tyson Foods' fiscal 2026 revenue-growth disclosures. Tyson Foods shareholders who lost money are encouraged to have their TSN losses reviewed at no cost. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

ABOUT THE FIRM -- For over two decades, Levi & Korsinsky has represented shareholders in securities class actions. Ranked in ISS Top 50 for seven consecutive years.

Frequently Asked Questions About the TSN Investigation

Q: Which statements are being investigated as potentially misleading?A: The investigation concerns whether Tyson Foods made materially false or misleading statements regarding its fiscal 2026 revenue-growth outlook and the disclosures provided to investors in its August 10, 2026 note offering materials. When Tyson Foods reduced their growth outlook, the share price sharply declined.

Q: When did Tyson Foods allegedly mislead investors?A: The investigation concerns statements made before the outlook revision that allegedly caused investors to purchase TSN securities at inflated prices.

Q: Who is eligible to participate in the TSN investigation?A: Investors who purchased TSN stock or securities and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses -- not on whether you still hold the shares.

Q: What do TSN investors need to do right now?A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible to participate in the investigation.

Q: What is a lead plaintiff and why does it matter?A: If the investigation proceeds to legal action, a lead plaintiff is the investor the court appoints to represent the group of affected investors. Lead plaintiffs are typically investors with the largest documented losses. Contacting the firm during the investigation phase preserves that option.

Q: What if I already sold my TSN shares -- can I still recover losses?A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought TSN and sold at a loss may still participate in the investigation.

Q: What does it cost me to participate?A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in any resulting action, these matters are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.

Q: What if I live outside the United States?A: U.S. securities fraud investigations generally cover purchases on U.S. exchanges regardless of the investor's country of residence.

CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171

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LOS ANGELES--(BUSINESS WIRE)---- $TSN--TSN Investors Have Opportunity to Join Tyson Foods, Inc. Fraud Investigation with SBS Law.

Nykredit A S bought a new position in shares of Tyson Foods, Inc. (NYSE:TSN – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 45,215 shares of the company’s stock, valued at approximately $2,589,000.

Other institutional investors have also bought and sold shares of the company. Quantinno Capital Management LP raised its position in Tyson Foods by 5.2% in the 1st quarter. Quantinno Capital Management LP now owns 1,282,438 shares of the company’s stock valued at $82,166,000 after purchasing an additional 63,885 shares during the last quarter. Pzena Investment Management LLC boosted its stake in Tyson Foods by 10.7% in the fourth quarter. Pzena Investment Management LLC now owns 15,310,513 shares of the company’s stock worth $897,502,000 after purchasing an additional 1,480,987 shares in the last quarter. Swiss National Bank grew its holdings in shares of Tyson Foods by 6.1% during the first quarter. Swiss National Bank now owns 830,700 shares of the company’s stock worth $53,223,000 after purchasing an additional 47,900 shares during the last quarter. Wedge Capital Management L L P NC grew its holdings in shares of Tyson Foods by 10.6% during the second quarter. Wedge Capital Management L L P NC now owns 621,639 shares of the company’s stock worth $35,589,000 after purchasing an additional 59,451 shares during the last quarter. Finally, Edgestream Partners L.P. increased its stake in shares of Tyson Foods by 252.8% in the first quarter. Edgestream Partners L.P. now owns 66,763 shares of the company’s stock valued at $4,278,000 after buying an additional 47,841 shares in the last quarter. Institutional investors and hedge funds own 67.00% of the company’s stock.

Tyson Foods Stock Up 0.1% NYSE TSN opened at $51.47 on Tuesday. The stock has a market capitalization of $18.11 billion, a P/E ratio of 31.77, a price-to-earnings-growth ratio of 1.72 and a beta of 0.38. Tyson Foods, Inc. has a 52 week low of $50.56 and a 52 week high of $69.48. The company has a debt-to-equity ratio of 0.36, a quick ratio of 0.55 and a current ratio of 1.43. The stock has a fifty day moving average of $57.47 and a 200-day moving average of $60.66.

Tyson Foods (NYSE:TSN – Get Free Report) last issued its quarterly earnings results on Monday, August 3rd. The company reported $0.99 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.99. The business had revenue of $13.87 billion for the quarter, compared to analyst estimates of $14.07 billion. Tyson Foods had a return on equity of 7.77% and a net margin of 1.03%.The firm’s revenue for the quarter was down .1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.91 earnings per share. On average, equities research analysts forecast that Tyson Foods, Inc. will post 3.95 EPS for the current year. Tyson Foods Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be given a dividend of $0.51 per share. The ex-dividend date is Tuesday, December 1st. This represents a $2.04 dividend on an annualized basis and a yield of 4.0%. Tyson Foods’s dividend payout ratio is presently 125.93%.

Analysts Set New Price Targets A number of research analysts recently issued reports on the company. Sanford C. Bernstein cut their price target on Tyson Foods from $72.00 to $63.00 and set a “market perform” rating for the company in a report on Thursday, July 2nd. HSBC decreased their price objective on shares of Tyson Foods from $74.00 to $69.00 and set a “hold” rating on the stock in a report on Wednesday, July 29th. Wall Street Zen cut shares of Tyson Foods from a “buy” rating to a “hold” rating in a research report on Saturday, June 20th. Piper Sandler reaffirmed an “overweight” rating and issued a $78.00 target price (down from $80.00) on shares of Tyson Foods in a research note on Thursday, June 18th. Finally, Zacks Research lowered shares of Tyson Foods from a “hold” rating to a “strong sell” rating in a research report on Thursday, August 6th. Four analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Tyson Foods presently has a consensus rating of “Hold” and an average price target of $69.44.

View Our Latest Research Report on TSN

About Tyson Foods (Free Report)

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.

See Also Five stocks we like better than Tyson Foods 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane Want to see what other hedge funds are holding TSN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tyson Foods, Inc. (NYSE:TSN – Free Report).

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AlphaGrep UK Ltd purchased a new stake in shares of Tyson Foods, Inc. (NYSE:TSN – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 16,394 shares of the company’s stock, valued at approximately $939,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Cary Street Partners Investment Advisory LLC grew its position in Tyson Foods by 62.3% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 516 shares of the company’s stock valued at $30,000 after buying an additional 198 shares in the last quarter. Ascentis Independent Advisors bought a new position in shares of Tyson Foods in the first quarter valued at approximately $30,000. Basecamp Wealth Advisors LLC increased its stake in shares of Tyson Foods by 272.8% during the first quarter. Basecamp Wealth Advisors LLC now owns 466 shares of the company’s stock valued at $30,000 after acquiring an additional 341 shares during the period. Cedar Mountain Advisors LLC raised its holdings in Tyson Foods by 293.5% during the first quarter. Cedar Mountain Advisors LLC now owns 488 shares of the company’s stock worth $31,000 after purchasing an additional 364 shares in the last quarter. Finally, Archer Investment Corp acquired a new stake in Tyson Foods in the second quarter worth approximately $31,000. 67.00% of the stock is currently owned by institutional investors and hedge funds.

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

Positive Sentiment: BMO Capital Markets maintained an “outperform” rating while lowering its price target from $75 to $65. The new target still represents approximately 26% potential upside from the reference price. Benzinga analyst update Positive Sentiment: Goldman Sachs reportedly reaffirmed its “buy” rating, suggesting some analysts believe Tyson’s longer-term recovery prospects remain intact despite near-term beef-market challenges. Goldman Sachs rating update Neutral Sentiment: Tyson’s shares recovered from earlier weakness as investors assessed the revised outlook, but trading remains focused on whether improvements in other protein categories can offset beef-related pressure. Tyson Foods stock trend report Negative Sentiment: Tyson reduced fiscal 2026 adjusted operating-income guidance to $1.85 billion–$2.05 billion, below its prior $2.1 billion–$2.4 billion range, citing cattle shortages, volatile cattle costs and intensified beef-segment pressure. Reuters outlook report Negative Sentiment: The company also lowered expected fiscal 2026 revenue growth to 1.5%–2% from 2.5%–3.5%, increasing concerns about slower growth and weaker earnings visibility. Wall Street Journal revenue guidance report Negative Sentiment: A law firm announced a potential investor investigation related to Tyson’s $1 billion senior-note offering and the subsequent guidance reductions, adding a legal-risk overhang. Investor investigation notice Wall Street Analyst Weigh In TSN has been the topic of several research analyst reports. Zacks Research cut Tyson Foods from a “hold” rating to a “strong sell” rating in a research report on Thursday, August 6th. Bank of America decreased their target price on Tyson Foods from $70.00 to $68.00 and set a “neutral” rating for the company in a research note on Thursday, July 2nd. Piper Sandler reaffirmed an “overweight” rating and set a $78.00 target price (down from $80.00) on shares of Tyson Foods in a report on Thursday, June 18th. HSBC dropped their price target on shares of Tyson Foods from $74.00 to $69.00 and set a “hold” rating on the stock in a research report on Wednesday, July 29th. Finally, BMO Capital Markets cut their price target on shares of Tyson Foods from $75.00 to $65.00 and set an “outperform” rating for the company in a report on Friday. Four analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Tyson Foods currently has a consensus rating of “Hold” and an average target price of $69.44. View Our Latest Stock Analysis on Tyson Foods

Tyson Foods Stock Down 0.6% TSN stock opened at $51.47 on Friday. The stock has a market capitalization of $18.11 billion, a price-to-earnings ratio of 31.77, a price-to-earnings-growth ratio of 1.73 and a beta of 0.38. The company has a 50-day moving average of $57.61 and a two-hundred day moving average of $60.77. Tyson Foods, Inc. has a 52-week low of $50.56 and a 52-week high of $69.48. The company has a debt-to-equity ratio of 0.36, a current ratio of 1.43 and a quick ratio of 0.55.

Tyson Foods (NYSE:TSN – Get Free Report) last posted its quarterly earnings data on Monday, August 3rd. The company reported $0.99 EPS for the quarter, hitting analysts’ consensus estimates of $0.99. Tyson Foods had a return on equity of 7.77% and a net margin of 1.03%.The business had revenue of $13.87 billion for the quarter, compared to analyst estimates of $14.07 billion. During the same period in the previous year, the company posted $0.91 earnings per share. The firm’s revenue for the quarter was down .1% on a year-over-year basis. As a group, equities research analysts anticipate that Tyson Foods, Inc. will post 3.95 EPS for the current year.

Tyson Foods Announces Dividend The business also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Tuesday, December 1st will be issued a $0.51 dividend. The ex-dividend date of this dividend is Tuesday, December 1st. This represents a $2.04 dividend on an annualized basis and a yield of 4.0%. Tyson Foods’s dividend payout ratio is 125.93%.

Tyson Foods Company Profile (Free Report)

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.

See Also Five stocks we like better than Tyson Foods Revolution Medicines Got Its Breakthrough—What Moves It Next? Retail Earnings Just Exposed a Bigger Divide in the U.S. Consumer Economy FB Financial’s Southern Expansion and Buybacks Drive Analyst Optimism AST SpaceMobile Stock Soared 12%—This Was the Catalyst Want to see what other hedge funds are holding TSN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Tyson Foods, Inc. (NYSE:TSN – Free Report).

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Shares of Tyson Foods Inc. (NYSE:TSN) are trading flat Friday morning, recovering from earlier session lows. The rebound follows the company’s decision to cut its full-year fiscal 2026 outlook for the second time in a month.

Tyson Foods stock is trading at depressed levels. What’s ahead for TSN stock? Deepening Beef Losses Force Second Guidance Cut in a MonthIn an updated outlook issued late Thursday, Tyson Foods lowered its full-year fiscal 2026 revenue growth forecast to 1.5% to 2.0%, down from the 2.5% to 3.5% range communicated on Aug. 3.

The company also reduced its projected full-year adjusted operating income to a range of $1.85 billion to $2.05 billion, down from its previous target of $2.1 billion to $2.3 billion.

The downward revision stems from severe margin compression and inventory write-downs in Tyson’s Beef segment. Tyson expanded its projected full-year Beef operating loss to between $625 million and $775 million, citing historic U.S. cattle shortages and volatile livestock market valuations.

By contrast, performance in other segments remains relatively stable, with full-year adjusted operating income projected at $1.85 billion to $1.95 billion for Chicken and $200 million to $250 million for Pork.

Management Highlights Strategic Restructuring Amid Commodity HeadwindsAddressing the intensified pressures, Tyson Foods President and Chief Executive Officer Donnie King emphasized ongoing operational adjustments while navigating the cattle cycle:

“The Beef pressures that have intensified this quarter reflect industry-wide cattle-cycle dynamics that required decisive action,” King said. “As announced in August, we are restructuring our Beef network around three strategically located facilities in the central United States to create a more efficient and competitive footprint for the long term. We expect these actions to begin reducing operating cost pressures as we enter fiscal 2027.”

King added that the company’s multi-protein model helps cushion individual commodity shocks: “Our diversified, multi-protein portfolio helps us manage pressure from individual commodity cycles. We remain focused on the factors within our control: operational execution, brand investment, innovation and deeper strategic customer relationships.”

TSN Shares Pause Friday MorningTSN Price Action: Tyson Foods shares were down 0.83% at $51.33 at the time of publication on Friday, according to Benzinga Pro data.

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A $1 billion Tyson Foods offering for senior notes, half due in 2031 and the other half in 2027, were issued following the Company's third quarter results. Less than one month later, the Company slashed its fiscal 2026 revenue-growth outlook.

, /PRNewswire/ -- A $1 billion Tyson Foods (NYSE: TSN) note offering was commenced on August 10, 2026. On September 3, 2026, the Company's fiscal 2026 revenue-growth outlook was cut to 1.5%-2.0% from 2.5%-3.5%, a reduction of 1.25 percentage points at the midpoint, with TSN shares moving lower. If you lost money on Tyson Foods stock, you are encouraged to tell us about your TSN losses now. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

The offering was made under a prospectus supplement on Form 424B5 (accession 0001140361-26-031943), dated August 10, 2026. The filing's "Recent Developments" section described the debt offering and the concurrent tender offer. It did not apparently reference the risk of an upcoming downward revision to Tyson's fiscal 2026 revenue-growth expectations.

Levi & Korsinsky is investigating potential securities law violations, including whether Tyson Foods adequately disclosed the risk to its fiscal 2026 outlook in the materials distributed to investors evaluating the $1 billion financing. Revenue guidance has been identified across ten independent news and market sources as the catalyst for the share price decline that followed.

TSN investors who suffered a loss are encouraged to start a no-cost review of your Tyson Foods losses. You may also contact Joseph E. Levi, Esq. via email at [email protected] or by telephone at (212) 363-7500.

WHY LEVI & KORSINSKY -- Ranked in ISS Securities Class Action Services' Top 50 Report for seven consecutive years, Levi & Korsinsky, LLP is a nationally recognized leader in shareholder rights litigation. With a team of over 70 professionals, the firm has recovered hundreds of millions of dollars for investors.

Frequently Asked Questions About the TSN Investigation

Q: Who is eligible to participate in the TSN investigation?A: Investors who purchased Tyson Foods stock or securities and suffered financial losses may be eligible. Eligibility is based on purchase date and documented losses -- not on whether you still hold the shares.

Q: Which statements are being investigated as potentially misleading?A: The investigation concerns whether Tyson Foods made materially false or misleading statements regarding its fiscal 2026 revenue-growth outlook and the disclosures provided to investors in its August 10, 2026 note offering materials. When Tyson Foods reduced their growth outlook, the share price sharply declined.

Q: When did Tyson Foods allegedly mislead investors?A: The investigation concerns statements made before the corrective disclosure that allegedly caused investors to purchase securities at inflated prices.

Q: What do TSN investors need to do right now?A: Investors may gather brokerage records showing purchase dates, share quantities, and prices paid. Submit your information for a no-cost, no-obligation evaluation of your potential recovery. No immediate action is required to remain eligible to participate in the investigation.

Q: What is a lead plaintiff and why does it matter?A: If the investigation proceeds to legal action, a lead plaintiff is the investor the court appoints to represent the group of affected investors. Lead plaintiffs are typically investors with the largest documented losses. Contacting the firm during the investigation phase preserves that option.

Q: What if I already sold my TSN shares -- can I still recover losses?A: Yes. Eligibility is based on when you purchased, not whether you still hold the shares. Investors who bought TSN and sold at a loss may still participate in the investigation.

Q: What does it cost me to participate?A: There is no upfront cost to submit your information and review whether you may be eligible to recover. Should you choose to participate in any resulting action, these matters are generally handled on a contingency basis, with any attorneys' fees and expenses subject to court approval.

Q: Do I need to go to court or give testimony?A: No. Participating in the investigation does not require court appearances or depositions. If legal action is later pursued, the overwhelming majority of affected investors never appear in court either.

CONTACT:
Levi & Korsinsky, LLP
Joseph E. Levi, Esq.
Ed Korsinsky, Esq.
33 Whitehall Street, 27th Floor
New York, NY 10004
[email protected]
Tel: (212) 363-7500
Fax: (212) 363-7171

Attorney Advertising. Prior results do not guarantee similar outcomes.

SOURCE Levi & Korsinsky, LLP

Tyson Foods updated its fiscal 2026 outlook Thursday. Investors aren't too pleased.

The company said that it expects revenue in fiscal 2026 to rise by 1.5% to 2%, down from a previous range of 2.5% to 3.5%.

It has been about a month since the last earnings report for Tyson Foods (TSN - Free Report) . Shares have lost about 6.3% in that time frame, underperforming the S&P 500.

But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Tyson due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.

Tyson Foods Q3 Earnings & Revenues Miss Estimates, Volumes Fall Y/YTyson Foods reported solid third-quarter fiscal 2026 results, with the top line remaining relatively flat compared with the prior year and the bottom line increasing year over year. However, both revenues and earnings miss the Zacks Consensus Estimate.

Tyson Foods posted adjusted earnings of 99 cents per share, which miss the Zacks Consensus Estimate of $1.03. The bottom line increased 9% from 91 cents in the year-ago quarter.

Total sales of $13,868 million were in line with the prior year quarter’s $13,884 million. Excluding a $98 million legal contingency accrual recorded as a reduction to sales in the current-year quarter, sales increased 0.6%. The top line missed the Zacks Consensus Estimate of $14,139 million. Average price changes had a 3.4% positive impact on the top line, while total volumes dipped 2.8% year over year.

The gross profit in the quarter was $921 million, down from $1,141 million reported in the year-ago period.

Adjusted operating income rose 8.3% year over year to $547 million. The adjusted operating margin expanded 30 basis points to 3.9%.

Decoding TSN’s Segmental DetailsBeef: Sales in the segment decreased to $5,391 million from $5,603 million reported in the year-ago quarter. Volumes fell 15.9% and the average price jumped 12.1% in the segment.

Pork: Sales in the segment increased to $1,580 million from $1,506 million reported in the year-ago quarter. Volumes grew 5.2% and the average price decreased 0.3%.

Chicken: Sales in the segment improved to $4,255 million from $4,220 million reported in the year-ago quarter. Volumes grew 1% and the average price was up 2.2%.

Prepared Foods: Sales in the segment came in at $2,557 million, up from $2,515 million reported in the year-ago quarter. Volumes grew 0.1% and the average price rose 1.6%.

International: Sales in the segment were $601 million compared with $557 million reported in the year-ago quarter. Volumes fell 3.5%, whereas the average sales price increased 11.4%.

Tyson Foods’ Other Financial UpdatesThe company exited the quarter with cash and cash equivalents of $740 million, long-term debt of $6,579 million and total shareholders’ equity (including non-controlling interests) of $18,185 million.

For the first nine months of fiscal 2026, cash provided by operating activities totaled $1,469 million, while capital expenditures were $556 million. For fiscal 2026, Tyson Foods expects capital expenditures in the range of $700 million to $900 million, primarily indicating investments in profit improvement, as well as maintenance and repair projects. The company expects free cash flow of $1.3 billion to $1.7 billion for fiscal 2026.

What to Expect From TSN in FY26?For fiscal 2026, the United States Department of Agriculture (“USDA”) anticipates domestic protein production (beef, pork, chicken and turkey) to rise around 1% compared with the level of fiscal 2025.

For the Beef segment, the USDA projects domestic protein production to dip nearly 3% year over year. The company expects an adjusted operating loss of $500-$650 million in fiscal 2026, compared with its earlier guidance of a $350-$500 million loss.

For Pork, the USDA projects domestic production to rise nearly 2%. The company expects adjusted operating income of $250-$300 million.

For Chicken, the USDA anticipates domestic production to grow about 3% year over year. The company still expects adjusted operating income of $1.9-$2.05 billion.

For Prepared Foods, management projects adjusted operating income of $1.3-$1.35 billion for fiscal 2026, compared with its previous forecast of $1.25-$1.35 billion.

For International, management projects adjusted operating income of $150-$200 million for fiscal 2026.

The company’s total revenue growth is anticipated in the range of 2.5-3.5% in fiscal 2026 compared with the fiscal 2025 level. Adjusted operating income is envisioned in the $2.1-$2.3 billion band, compared with its earlier guidance of $2.2-$2.4 billion.

How Have Estimates Been Moving Since Then?It turns out, estimates review flatlined during the past month.

The consensus estimate has shifted -7.6% due to these changes.

VGM ScoresCurrently, Tyson has a average Growth Score of C, however its Momentum Score is doing a lot better with an A. Following the exact same course, the stock has a grade of A on the value side, putting it in the top quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.

Outlook Tyson has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.

Performance of an Industry PlayerTyson is part of the Zacks Food - Meat Products industry. Over the past month, Pilgrim's Pride (PPC - Free Report) , a stock from the same industry, has gained 15.3%. The company reported its results for the quarter ended June 2026 more than a month ago.

Pilgrim's Pride reported revenues of $4.63 billion in the last reported quarter, representing a year-over-year change of -2.8%. EPS of $0.64 for the same period compares with $1.70 a year ago.

For the current quarter, Pilgrim's Pride is expected to post earnings of $0.75 per share, indicating a change of -50.7% from the year-ago quarter. The Zacks Consensus Estimate has changed -17.6% over the last 30 days.

The overall direction and magnitude of estimate revisions translate into a Zacks Rank #5 (Strong Sell) for Pilgrim's Pride. Also, the stock has a VGM Score of B.

SPRINGDALE, Ark., Aug. 24, 2026 (GLOBE NEWSWIRE) -- Tyson Foods, Inc. (the “Company” or “we”) (NYSE: TSN) announced today the pricing terms of the previously announced offers by the Company to purchase for cash each series (each, a “Series”) of the notes listed in the table below (the “Notes”) (i) in accordance with, and in the order of, the corresponding Acceptance Priority Levels and (ii) subject to, among other things, the Maximum Tender Cap, the 2027 Tender Sub-Cap and pro rata allocation, upon the terms and subject to the conditions set forth in the Offer to Purchase (as defined below). The Company also announced that it had eliminated the 5.400% 2029 Tender Sub-Cap. The offers to purchase with respect to each Series of Notes are referred to herein as the “Offers” and each, an “Offer.” Each Offer is made upon the terms and subject to the conditions set forth in the offer to purchase, dated August 10, 2026 (as amended or supplemented from time to time, the “Offer to Purchase”). Except as described in this press release, the terms and conditions of the Offers set forth in the Offer to Purchase remain unchanged. Capitalized terms used but not defined in this press release have the meanings given to them in the Offer to Purchase.

The applicable Total Consideration for each $1,000 in principal amount of Notes validly tendered and not validly withdrawn before 5:00 P.M., New York City time, on August 21, 2026 (the “Early Tender Deadline”) and accepted for purchase pursuant to the Offers was determined by reference to the applicable fixed spread for the Notes over the yield based on the bid price of the applicable reference security, as set forth in the table below. The Tender Offer Yield (as determined pursuant to the Offer to Purchase) listed in the table below was determined at 10:00 A.M., New York City time, today, August 24, 2026, by the Dealer Managers (as defined below). The Total Consideration for the Notes includes an early tender premium (the “Early Tender Premium”) of $30.00 per $1,000 principal amount of Notes accepted for purchase.

The following table sets forth the pricing terms for the Offers:

Title of
SecurityCUSIP / ISINTender Sub-Cap(1)Acceptance
Priority
LevelPrincipal Amount to be Accepted and CancelledProration Factor (rounded)Reference
SecurityFixed SpreadTender Offer YieldTotal Consideration(2)3.550% Senior Notes due 2027CUSIP: 902494 BC6
ISIN: US902494BC62$800,000,0001$571,260,000100.00%
3.875%
UST due 5/31/202720 bps4.231%
$994.875.400% Senior Notes due 2029CUSIP: 902494 BL6
ISIN: US902494BL61N/A2$389,974,000100.00%
4.125%
UST due 7/15/202925 bps4.545%
$1,019.774.350% Senior Notes due 2029CUSIP: 902494 BK8
ISIN: US902494BK88N/A3$235,342,00043.48%
4.125%
UST due 7/15/202930 bps4.595%
$994.24 (1) The 2027 Tender Sub-Cap represents the maximum aggregate purchase price of 3.550% Senior Notes due 2027 that will be purchased within the Offers. We reserve the right, but are under no obligation, to increase, decrease or eliminate the 2027 Tender Sub-Cap at any time, subject to compliance with applicable law.

(2) Per $1,000 principal amount of Notes validly tendered and not validly withdrawn and accepted for purchase in the applicable Offer at or prior to the Early Tender Deadline. Excludes Accrued Interest. Includes the Early Tender Premium.

As of the date of this press release, the Financing Condition has been satisfied. We expect settlement for the Notes validly tendered and not validly withdrawn at or prior to the Early Tender Deadline and accepted for purchase to occur on August 26, 2026. All payments for the Notes validly tendered and not validly withdrawn at or prior to the Early Tender Deadline and accepted for purchase will also include accrued and unpaid interest from the last interest payment date up to, but not including, the Early Settlement Date (the “Accrued Interest”). All Notes that have been accepted for purchase will be retired and canceled and will no longer remain outstanding obligations of the Company or any of the Company’s subsidiaries.

The Offers will expire at 5:00 P.M., New York City time, on September 8, 2026 (as the same may be extended with respect to any Offer, the “Expiration Date”). As a result of reaching the previously announced amount of $1,200,000,000 (the “Maximum Tender Cap”), by the Early Tender Deadline, no Notes tendered after the Early Tender Deadline will be accepted for purchase, regardless of their Acceptance Priority Level. Notes not accepted for purchase will be returned promptly to the tendering holders of the Notes (“Holders”) (or, in the case of Notes tendered by book-entry transfer, such Notes will be promptly credited to the account maintained at The Depository Trust Company from which such Notes were delivered) and otherwise returned in accordance with the Offer to Purchase.

BofA Securities, Inc., J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC and Rabo Securities USA, Inc. are serving as the Dealer Managers in connection with the Offers (collectively, the “Dealer Managers”). Questions regarding terms and conditions of the Offers should be directed to BofA Securities, Inc. by calling toll free at (888) 292-0070 or collect at (980) 388-0539, to J.P. Morgan Securities LLC by calling toll free at (866) 834-4666 or collect at (212) 834-4818, to Morgan Stanley & Co. LLC by calling toll free at (800) 624-1808 or collect at (212) 761-1057 or to Rabo Securities USA, Inc. by calling toll free at (866) 746-3850.

D.F. King & Co., Inc. has been appointed as information agent and tender agent in connection with the Offers. Questions or requests for assistance in connection with the Offers or the delivery of tender instructions, or for additional copies of the Offer to Purchase, may be directed to D.F. King & Co., Inc. by calling collect at (212) 257-2075 (for banks and brokers) or toll free at (800) 967-5074 (for all others) or via e-mail at [email protected]. You may also contact your broker, dealer, commercial bank, trust company or other nominee for assistance concerning the Offers.

None of the Company, the Dealer Managers, D.F. King & Co., Inc., the trustee under the indenture governing the Notes or any of their respective affiliates is making any recommendation as to whether Holders should tender any Notes in response to the Offers. Holders must make their own decision as to whether to tender any of their Notes and, if so, the principal amounts of Notes to tender.

This press release is for informational purposes only and is not an offer to purchase or sell or a solicitation of an offer to purchase or sell with respect to any securities. Neither this press release nor the Offer to Purchase, or the electronic transmission thereof, constitutes an offer to purchase or sell or a solicitation of an offer to purchase or sell with respect to any securities, as applicable, in any jurisdiction in which, or to or from any person to or from whom, it is unlawful to make such offer or solicitation under applicable securities laws or otherwise. The distribution of this press release in certain jurisdictions may be restricted by law. In those jurisdictions where the securities, blue sky or other laws require the Offers to be made by a licensed broker or dealer and the Dealer Managers or any of their respective affiliates is such a licensed broker or dealer in any such jurisdiction, the Offers shall be deemed to be made by the Dealer Managers or such affiliate, as the case may be, on behalf of the Company in such jurisdiction.

About Tyson Foods, Inc.

Tyson Foods, Inc. (NYSE: TSN) is a world-class food company and recognized leader in protein. Founded in 1935 by John W. Tyson, it has grown under four generations of family leadership. The Company is unified by this purpose: Tyson Foods. We Feed the World Like Family™ and has a broad portfolio of iconic products and brands including Tyson®, Jimmy Dean®, Hillshire Farm®, Ball Park®, Wright®, State Fair®, aidells® and ibp®. Tyson Foods is dedicated to bringing high-quality food to every table in the world, safely and affordably, now and for future generations. Headquartered in Springdale, Arkansas, the Company is a member of the S&P 500 and Russell 1000 large capitalization indices. It had approximately 133,000 team members on September 27, 2025.

Note Regarding Forward-Looking Statements

Certain information in this release constitutes forward-looking statements as contemplated by the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, current views and estimates of our outlook for fiscal 2026, other future economic circumstances, industry conditions in domestic and international markets, our performance and financial results (e.g., debt levels, return on invested capital, value-added product growth, capital expenditures, tax rates, access to foreign markets and dividend policy). These forward-looking statements are subject to a number of factors and uncertainties that could cause our actual results and experiences to differ materially from anticipated results and expectations expressed in such forward-looking statements. The Company cautions readers not to place undue reliance on any forward-looking statements, which are expressly qualified in their entirety by this cautionary statement and speak only as of the date made. Other important factors are discussed in detail in the company’s filings with the Securities and Exchange Commission, including in Part I, Item 1A. “Risk Factors” included in our most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. The Company undertakes no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise.

SPRINGDALE, Ark., Aug. 24, 2026 (GLOBE NEWSWIRE) -- Tyson Foods, Inc. (the “Company” or “we”) (NYSE: TSN) announced today the early results of the previously announced offers to purchase for cash commenced by the Company for the notes issued by the Company listed in the following table (the “Notes”) (i) in accordance with, and in the order of, the corresponding Acceptance Priority Levels (as defined below) and (ii) subject to, among other things, the Maximum Tender Cap, the 2027 Tender Sub-Cap and possible pro rata allocation, upon the terms and subject to the conditions set forth in the Offer to Purchase (as defined below), and our election, with respect to the Notes validly tendered and not validly withdrawn at or prior to the Early Tender Deadline (as defined below), to make payment for such Notes on August 26, 2026 (the “Early Settlement Date”).

The offers to purchase with respect to each series (each, a “Series”) of Notes are referred to herein as the “Offers” and each, an “Offer.” Each Offer is made upon the terms and subject to the conditions set forth in the offer to purchase, dated August 10, 2026 (as may be amended or supplemented from time to time, including pursuant to this press release, the “Offer to Purchase”). Capitalized terms used but not defined in this press release have the meanings given to them in the Offer to Purchase.

In addition, the Company also announced that it has exercised its previously disclosed right to amend the terms of the Offers to eliminate the 5.400% 2029 Tender Sub-Cap. Except as described in this press release, the terms and conditions of the Offers set forth in the Offer to Purchase remain unchanged.

The Tender Agent and Information Agent (each as defined below) for the Offers has advised the Company that, as of 5:00 P.M., New York City time, on August 21, 2026 (such date and time, the “Early Tender Deadline”), the aggregate principal amounts of (i) 3.550% Senior Notes due 2027, (ii) 5.400% Senior Notes due 2029 and (iii) 4.350% Senior Notes due 2029 listed in the table below had been validly tendered and not validly withdrawn. The Withdrawal Deadline of 5:00 P.M., New York City time, on August 21, 2026 has passed and accordingly, the Notes validly tendered pursuant to the Offers may no longer be withdrawn, except in the limited circumstances described in the Offer to Purchase.

Title of SecurityCUSIP / ISINPrincipal Amount
OutstandingTender Sub-Cap(1)Acceptance Priority LevelPrincipal Amount
Tendered as of the Early Tender Deadline3.550% Senior Notes due 2027CUSIP: 902494 BC6
ISIN: US902494BC62$1,300,000,000$800,000,0001$571,260,0005.400% Senior Notes due 2029CUSIP: 902494 BL6
ISIN: US902494BL61$600,000,000N/A2$389,974,0004.350% Senior Notes due 2029CUSIP: 902494 BK8
ISIN: US902494BK88$1,000,000,000N/A3$542,124,000                
(1) The 2027 Tender Sub-Cap represents the maximum aggregate purchase price of 3.550% Senior Notes due 2027 that will be purchased within the Offers. We reserve the right, but are under no obligation, to increase, decrease or eliminate the 2027 Tender Sub-Cap at any time, including on or after the Price Determination Date (as defined below) and without extending the Early Tender Deadline or Withdrawal Deadline, subject to compliance with applicable law.

The amounts of each Series of Notes that are accepted for purchase in each Offer will be determined in accordance with the priorities identified in the column “Acceptance Priority Level” in the table above (each, an “Acceptance Priority Level” and, collectively, the “Acceptance Priority Levels”) and subject to the Maximum Tender Cap and the 2027 Tender Sub-Cap. As used herein, “Maximum Tender Cap” means an aggregate purchase price (including principal and premium, but excluding Accrued Interest) of no more than $1,200,000,000 for all of the Notes subject to the Offers, as such amount may be increased, decreased or eliminated by us pursuant to the terms of the Offer to Purchase. Because Holders validly tendered and did not validly withdraw their Notes on or before the Early Tender Deadline in an amount that the Company expects will result in an aggregate purchase price (excluding Accrued Interest) that exceeds the Maximum Tender Cap, the Company expects to accept for purchase a portion of the tendered 4.350% Senior Notes due 2029 in accordance with the proration procedures set forth in the Offer to Purchase.

Additionally, although the Offers will expire at 5:00 P.M., New York City time, on September 8, 2026 (as the same may be extended with respect to any Offer, the “Expiration Date”), because the Notes validly tendered and not validly withdrawn prior to or at the Early Tender Deadline are expected to have an aggregate purchase price (excluding Accrued Interest) that exceeds the Maximum Tender Cap, the Company does not expect to accept for purchase any Notes tendered after the Early Tender Deadline on a subsequent settlement date.

The applicable Total Consideration for each $1,000 in principal amount of the Notes validly tendered and not validly withdrawn before the Early Tender Deadline and accepted for purchase pursuant to the Offers will be determined by reference to a fixed spread specified for each Series of Notes over the yield based on the bid price of the applicable Reference Security, as fully described in the Offer to Purchase. The consideration will be calculated by the Dealer Managers (as defined below) at 10:00 A.M., New York City time, on August 24, 2026 (the “Price Determination Date”). In addition to the applicable Total Consideration, accrued and unpaid interest from the last interest payment date up to, but not including, the applicable Settlement Date will be paid in cash on all validly tendered Notes accepted for purchase in the Offers (the “Accrued Interest”). The Total Consideration, plus Accrued Interest, for Notes that are validly tendered and not validly withdrawn at or prior to the Early Tender Deadline and accepted for purchase will be paid by us in same-day funds on the Early Settlement Date.

The Company will issue a press release specifying the Total Consideration for each series of Notes expected to be accepted for purchase.

Our obligation to accept for purchase, and to pay for, the Notes that are validly tendered and not validly withdrawn pursuant to each Offer, up to the Maximum Tender Cap or, if applicable, the 2027 Tender Sub-Cap, is conditioned on the satisfaction or waiver by us of a number of conditions set forth in the Offer to Purchase, in each case unless waived by us as provided in the Offer to Purchase.

We expressly reserve the right, in our sole discretion, to amend, extend or, upon failure of any condition described in the Offer to Purchase to be satisfied or waived, to terminate any of the Offers, including the right to amend or eliminate the Maximum Tender Cap and/or the 2027 Tender Sub-Cap, in each case, at any time at or prior to the Expiration Date.

The Offer to Purchase sets forth a complete description of the terms and conditions of the Offers. Holders of the Notes (“Holders”) are urged to read the Offer to Purchase carefully before making any decision with respect to the Offers.

BofA Securities, Inc., J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC and Rabo Securities USA, Inc. are serving as the Dealer Managers in connection with the Offers (collectively, the “Dealer Managers”). Questions regarding terms and conditions of the Offers should be directed to BofA Securities, Inc. by calling toll free at (888) 292-0070 or collect at (980) 388-0539, to J.P. Morgan Securities LLC by calling toll free at (866) 834-4666 or collect at (212) 834-4818, to Morgan Stanley & Co. LLC by calling toll free at (800) 624-1808 or collect at (212) 761-1057 or to Rabo Securities USA, Inc. by calling toll free at (866) 746-3850.

D.F. King & Co., Inc. has been appointed as information agent (the “Information Agent”) and tender agent (the “Tender Agent”) in connection with the Offers. Questions or requests for assistance in connection with the Offers or the delivery of tender instructions, or for additional copies of the Offer to Purchase, may be directed to D.F. King & Co., Inc. by calling collect at (212) 257-2075 (for banks and brokers) or toll free at (800) 967-5074 (for all others) or via e-mail at [email protected]. You may also contact your broker, dealer, commercial bank, trust company or other nominee for assistance concerning the Offers.

None of the Company, the Dealer Managers, D.F. King & Co., Inc., the trustee under the indenture governing the Notes or any of their respective affiliates is making any recommendation as to whether Holders should tender any Notes in response to the Offers. Holders must make their own decision as to whether to tender any of their Notes and, if so, the principal amounts of Notes to tender.

This press release is for informational purposes only and is not an offer to purchase or sell or a solicitation of an offer to purchase or sell with respect to any securities. Neither this press release nor the Offer to Purchase, or the electronic transmission thereof, constitutes an offer to purchase or sell or a solicitation of an offer to purchase or sell with respect to any securities, as applicable, in any jurisdiction in which, or to or from any person to or from whom, it is unlawful to make such offer or solicitation under applicable securities laws or otherwise. The distribution of this press release in certain jurisdictions may be restricted by law. In those jurisdictions where the securities, blue sky or other laws require the Offers to be made by a licensed broker or dealer and the Dealer Managers or any of their respective affiliates is such a licensed broker or dealer in any such jurisdiction, the Offers shall be deemed to be made by the Dealer Managers or such affiliate, as the case may be, on behalf of the Company in such jurisdiction.

About Tyson Foods, Inc.

Tyson Foods, Inc. (NYSE: TSN) is a world-class food company and recognized leader in protein. Founded in 1935 by John W. Tyson, it has grown under four generations of family leadership. The Company is unified by this purpose: Tyson Foods. We Feed the World Like Family™ and has a broad portfolio of iconic products and brands including Tyson®, Jimmy Dean®, Hillshire Farm®, Ball Park®, Wright®, State Fair®, aidells® and ibp®. Tyson Foods is dedicated to bringing high-quality food to every table in the world, safely and affordably, now and for future generations. Headquartered in Springdale, Arkansas, the Company is a member of the S&P 500 and Russell 1000 large capitalization indices. It had approximately 133,000 team members on September 27, 2025.

Note Regarding Forward-Looking Statements

Certain information in this release constitutes forward-looking statements as contemplated by the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include, but are not limited to, current views and estimates of our outlook for fiscal 2026, other future economic circumstances, industry conditions in domestic and international markets, our performance and financial results (e.g., debt levels, return on invested capital, value-added product growth, capital expenditures, tax rates, access to foreign markets and dividend policy). These forward-looking statements are subject to a number of factors and uncertainties that could cause our actual results and experiences to differ materially from anticipated results and expectations expressed in such forward-looking statements. The Company cautions readers not to place undue reliance on any forward-looking statements, which are expressly qualified in their entirety by this cautionary statement and speak only as of the date made. Other important factors are discussed in detail in the company’s filings with the Securities and Exchange Commission, including in Part I, Item 1A. “Risk Factors” included in our most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. The Company undertakes no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise.

 | Source: Tyson Foods, Inc.

SPRINGDALE, Ark., Aug. 20, 2026 (GLOBE NEWSWIRE) -- Tyson Foods, Inc. (NYSE: TSN) announced today that management will participate in the Barclays 19th Annual Global Consumer Conference in Boston on September 10th, 2026. The fireside chat with Jeff Schomburger, Incoming President & CEO and Curt Calaway, CFO will begin at approximately 10:30 a.m. Eastern Time and will be available via a live audio webcast.

The webcast link, replay, and other information can be accessed on the company’s investor relations website at https://ir.tyson.com.

About Tyson Foods, Inc.
Tyson Foods, Inc. (NYSE: TSN) is a world-class food company and recognized leader in protein. Founded in 1935 by John W. Tyson, it has grown under four generations of family leadership. The Company is unified by this purpose: Tyson Foods. We Feed the World Like Family™ and has a broad portfolio of iconic products and brands including Tyson®, Jimmy Dean®, Hillshire Farm®, Ball Park®, Wright®, State Fair®, aidells® and ibp®. Tyson Foods is dedicated to bringing high-quality food to every table in the world, safely and affordably, now and for future generations. Headquartered in Springdale, Arkansas, the Company is a member of the S&P 500 and Russell 1000 large capitalization indices. It had approximately 133,000 team members on September 27, 2025. Visit www.tysonfoods.com.

Media Contact: Laura Burns, [email protected]
Investor Contact: Jon Kathol, [email protected]
Category: IR 
Source: Tyson Foods

This week, Tyson Foods announced that it is restructuring its beef business, closing or selling three of its facilities as it deals with “one of the most historic cattle shortages the country has ever experienced.”

Tyson Foods said on Thursday it will close or sell three of its beef plant and packaging operation sites, further ‌shrinking its beef footprint as a historic U.S. cattle shortage deepens losses for the largest U.S. meatpacker.

SPRINGDALE, Ark., Aug. 13, 2026 (GLOBE NEWSWIRE) -- Tyson Foods is making strategic changes to its beef operations to position the company for long-term success. Tyson Foods will anchor its beef business around three strategically located beef facilities in the central United States: Dakota City, Nebraska; Holcomb, Kansas and Amarillo, Texas, to create a more competitive footprint amidst one of the most historic cattle shortages the country has ever experienced. Recent USDA cattle inventory data, which included continued evidence of limited heifer retention, indicates these supply constraints are likely to persist, requiring strategic action.

Key Takeaways Tyson Foods' Chicken and Prepared Foods profits remain strong, while Beef weighs on earnings visibility.Beef loss guidance widened to $500M-$650M for fiscal 2026 as cattle costs and margin pressure persist.TSN has $4B of liquidity and expects $1.3B-$1.7B in fiscal 2026 free cash flow. Tyson Foods, Inc. (TSN - Free Report) presents investors with a sharp trade-off. Chicken and Prepared Foods are delivering solid profits, while Beef remains a major drag on earnings visibility.

The stock’s valuation and cash generation provide some support, but worsening Beef economics and negative estimate revisions make the case for patience rather than treating a lower multiple as enough reason to buy.

Tyson’s Valuation Offers Some SupportTSN trades at 12.9X forward 12-month earnings, close to the Zacks meat-products sub-industry’s 12.7X. That multiple is below Tyson’s five-year median of 14.0X and also trails the Zacks Consumer Staples sector at 17.2X and the S&P 500 at 20.8X.

The discount gives investors some valuation support without making the shares unusually cheap versus their closest industry benchmark. Pilgrim’s Pride Corporation (PPC - Free Report) , which operates protein-processing plants and prepared-foods facilities across the United States and international markets, is a useful peer reference for Tyson’s chicken exposure.

TSN’s Beef Risk Limits the Value CaseTyson expects an adjusted Beef operating loss of $500 million to $650 million in fiscal 2026, worse than its prior forecast of a $350 million to $500 million loss. Tight cattle supplies, higher cattle costs and USDA margin compression continue to pressure the segment.

Companywide gross profit fell to $921 million from $1.14 billion in the fiscal third quarter, while gross margin contracted 160 basis points to 6.6%. That deterioration shows why a modest valuation discount does not remove the risk from uneven profitability across the portfolio.

Tyson’s Strong Segments Keep DeliveringChicken adjusted operating income increased to $488 million from $448 million in the fiscal third quarter, while adjusted margin expanded 60 basis points to 11.2%. Retail and foodservice volume rose 3.8%, supporting the segment’s seventh consecutive quarter of year-over-year volume and sales growth.

Prepared Foods generated $321 million of adjusted operating income at a 12.6% margin. The business posted a third consecutive quarter of volume and sales growth and reached its highest volume share on record. Hormel Foods Corporation (HRL - Free Report) , a global branded food company, offers a relevant comparison for Tyson’s branded and value-added food exposure.

TSN’s Balance Sheet Adds ResilienceTyson ended the fiscal third quarter with $4 billion of liquidity and net leverage of 2.1X. Through the first nine months of fiscal 2026, operating cash flow reached $1.47 billion and free cash flow totaled $913 million after $556 million of capital expenditures.

Total debt declined by $824 million from fiscal 2025, while Tyson returned $652 million to shareholders during the first nine months. Management expects fiscal 2026 free cash flow of $1.3 billion to $1.7 billion, giving the company financial flexibility while Beef profitability remains under pressure.

Tyson’s Ratings Favor Waiting for More ProofThe investment case still leans toward waiting for clearer earnings stabilization. Valuation is restrained, Chicken and Prepared Foods are performing well and the balance sheet has improved, but the wider Beef loss outlook keeps near-term earnings visibility under pressure.

TSN currently carries a Zacks Rank #5 (Strong Sell). It also has a VGM Score of A, Value Score of B, Growth Score of B and Momentum Score of C. The favorable VGM, Value and Growth Scores point to attractive style characteristics, but the Zacks Style Scores are designed to complement the Zacks Rank rather than override it.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for fiscal 2026 earnings is $3.95 per share, and the estimate has moved 2.6% lower over the past four weeks. With earnings estimates trending down, the current Zacks Rank suggests investors may want more evidence of stabilization before relying on valuation alone.

Key Takeaways Tyson cut its fiscal 2026 adjusted operating income outlook as Beef losses are expected to deepen.TSN's Beef volume fell 15.9% in Q3 as tight cattle supply and higher cattle costs pressured results.Tyson reaffirmed Chicken guidance and raised Prepared Foods guidance, helping offset weaker Beef results. Tyson Foods, Inc. (TSN - Free Report) entered the final stretch of fiscal 2026 with a sharper split across its portfolio. Chicken and Prepared Foods remained productive, but worsening Beef economics pressured earnings visibility and prompted a weaker companywide profit outlook.

That makes Beef profitability the central issue for the rest of the year. The key question is whether continued strength elsewhere can absorb enough of the segment’s losses to protect cash generation and operating momentum.

Tyson’s Q3 Results Miss ExpectationsAdjusted earnings were 99 cents per share in the fiscal third quarter. Sales of $13.87 billion were essentially flat from the year-ago period.

Total volume declined 2.8% year over year, largely reflecting tighter cattle supply in Beef. Even with that pressure, adjusted operating income increased 8.3% to $547 million and adjusted operating margin expanded 30 basis points to 3.9%.

TSN’s Beef Volume Drop Drives the ConcernBeef sales fell to $5.39 billion as volume dropped 15.9%, more than offsetting a 12.1% increase in average price. Adjusted segment operating loss widened to $138 million from $116 million a year earlier.

Management said network optimization benefits were more than offset by USDA margin compression and higher cattle costs. Tight cattle availability continues to limit throughput, leaving Beef as the largest drag on Tyson’s otherwise more stable segment mix.

Tyson Lowers Its Fiscal 2026 Profit OutlookTyson now expects an adjusted Beef operating loss of $500 million to $650 million in fiscal 2026, worse than its prior forecast of $350 million to $500 million. The company also lowered its adjusted operating income outlook to $2.1 billion to $2.3 billion from $2.2 billion to $2.4 billion.

Sales are still projected to grow 2.5% to 3.5% for fiscal 2026 on a comparable 52-week basis. That leaves profit conversion, rather than top-line growth alone, as the more important measure to watch as cattle costs and Beef margins remain under pressure.

TSN’s Other Segments Help Cushion the BlowChicken remains the biggest offset. Tyson reaffirmed fiscal 2026 adjusted segment operating income guidance of $1.9 billion to $2.05 billion after third-quarter adjusted operating income rose to $488 million. Pilgrim’s Pride Corporation (PPC - Free Report) , a global poultry and prepared-foods producer, provides a useful industry reference for the operating backdrop in chicken.

Prepared Foods guidance improved to $1.3 billion to $1.35 billion, while Pork is expected to generate $250 million to $300 million and International $150 million to $200 million. Hormel Foods Corporation (HRL - Free Report) , a global branded food company, is another relevant comparison for

Tyson’s branded-food exposure and the importance of higher-value products to portfolio resilience.

Tyson’s Ratings Reflect Near-Term Earnings RiskTyson still has several profitable businesses and expects fiscal 2026 free cash flow of $1.3 billion to $1.7 billion, but the revised Beef outlook keeps the earnings picture uneven. Investors may want to see evidence that Beef losses are stabilizing before treating strength in the other segments as sufficient to improve the near-term setup.

TSN currently carries a Zacks Rank #5 (Strong Sell), alongside a VGM Score of A, Value Score of B, Growth Score of B and Momentum Score of C. The favorable Style Scores point to attractive value and growth characteristics, but they are designed to complement the Zacks Rank. 

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Image Source: Zacks Investment Research

With the Zacks Consensus Estimate for fiscal 2026 earnings down 2.6% in the past four weeks, the current rank and estimate trend support a cautious near-term view.