Caisse Des Depots ET Consignations Buys New Stake in Pilgrim’s Pride Corporation $PPC

Caisse Des Depots ET Consignations bought a new stake in shares of Pilgrim’s Pride Corporation (NASDAQ:PPC) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 39,521 shares of the company’s stock, valued at approximately $1,609,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. True Wealth Design LLC raised its stake in shares of Pilgrim’s Pride by 1,248.5% during the third quarter. True Wealth Design LLC now owns 917 shares of the company’s stock valued at $37,000 after purchasing an additional 849 shares in the last quarter. Caitong International Asset Management Co. Ltd increased its stake in Pilgrim’s Pride by 117.5% during the 2nd quarter. Caitong International Asset Management Co. Ltd now owns 1,231 shares of the company’s stock valued at $55,000 after buying an additional 665 shares during the period. Quent Capital LLC bought a new stake in shares of Pilgrim’s Pride during the 3rd quarter worth about $55,000. Rosenberg Matthew Hamilton acquired a new stake in shares of Pilgrim’s Pride in the 2nd quarter worth approximately $62,000. Finally, Cullen Frost Bankers Inc. lifted its stake in shares of Pilgrim’s Pride by 18.2% in the 2nd quarter. Cullen Frost Bankers Inc. now owns 1,566 shares of the company’s stock worth $70,000 after acquiring an additional 241 shares during the period. Institutional investors own 16.64% of the company’s stock.

Pilgrim’s Pride News Summary

Here are the key news stories impacting Pilgrim’s Pride this week:

• Positive Sentiment: Large full‑year revenue and shareholder return — Pilgrim’s reported 2025 net sales of $18.5B, GAAP net income ~$1.1B for the year and returned $2B to shareholders via special dividends, which supports shareholder yield and capital-return thesis. Pilgrim’s Pride Reports Fourth Quarter and Year-End 2025 Results
• Positive Sentiment: Brand and product growth in the U.S. — U.S. Prepared Foods grew >20% (Just Bare® reached >$1B in retail sales) and key U.S. franchises showed volume gains, supporting higher-margin branded mix over time. Quiver AI summary / press release
• Neutral Sentiment: Mixed regional performance — Europe showed improvement (margin and sales gains), while Mexico experienced margin pressure from increased imports and weaker commodity fundamentals; this leaves overall near‑term outlook mixed by region. Pilgrim’s Pride Reports Fourth Quarter and Year-End 2025 Results
• Negative Sentiment: Q4 EPS missed estimates — Pilgrim reported adjusted Q4 EPS $0.68 vs. consensus ~$0.78 (GAAP EPS $0.37), a miss that directly pressures near‑term sentiment and multiple compression risk. Pilgrim’s Pride (PPC) Q4 Earnings and Revenues Miss Estimates
• Negative Sentiment: Margin and profitability pressures — Q4 adjusted EBITDA fell ~21% year‑over‑year and GAAP Q4 net income declined (Q4 GAAP net income ~$88M), reflecting commodity and cost headwinds that could keep margins constrained. WSJ: Pilgrim’s Pride Fourth-Quarter Profit Slides
• Negative Sentiment: Large litigation and restructuring items — The company recorded significant litigation‑related charges and restructuring costs that depress adjusted results and introduce earnings volatility until resolved. Pilgrim’s Pride press release with reconciliations

Pilgrim’s Pride Trading Up 1.0%

Shares of PPC opened at $43.19 on Thursday. The business’s 50-day moving average price is $40.70 and its 200 day moving average price is $41.33. The stock has a market capitalization of $10.26 billion, a P/E ratio of 8.37 and a beta of 0.43. Pilgrim’s Pride Corporation has a 1-year low of $35.73 and a 1-year high of $57.16. The company has a current ratio of 1.51, a quick ratio of 0.78 and a debt-to-equity ratio of 0.87.

Pilgrim’s Pride (NASDAQ:PPC) last posted its quarterly earnings data on Wednesday, February 11th. The company reported $0.68 EPS for the quarter, missing analysts’ consensus estimates of $0.78 by ($0.10). Pilgrim’s Pride had a net margin of 6.70% and a return on equity of 38.17%. During the same quarter in the previous year, the business earned $1.35 EPS. The firm’s quarterly revenue was up 3.3% on a year-over-year basis. Analysts expect that Pilgrim’s Pride Corporation will post 5.13 earnings per share for the current year.

Analyst Upgrades and Downgrades

PPC has been the topic of a number of research analyst reports. Zacks Research upgraded shares of Pilgrim’s Pride from a “strong sell” rating to a “hold” rating in a research note on Friday, November 7th. Weiss Ratings reiterated a “hold (c)” rating on shares of Pilgrim’s Pride in a research report on Monday, December 29th. Barclays cut their price objective on Pilgrim’s Pride from $49.00 to $45.00 and set an “equal weight” rating for the company in a report on Tuesday, December 9th. Wall Street Zen raised Pilgrim’s Pride from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Finally, Santander upgraded shares of Pilgrim’s Pride from a “neutral” rating to an “outperform” rating in a research report on Thursday, December 11th. One analyst has rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Pilgrim’s Pride has a consensus rating of “Hold” and an average price target of $46.33.

Pilgrim’s Pride Profile

Pilgrim’s Pride Corporation is a leading poultry producer in the United States and Mexico and a wholly owned subsidiary of JBS SA Headquartered in Greeley, Colorado, and Pittsburg, Texas, the company specializes in the production, processing and distribution of fresh, frozen and value-added chicken products. Pilgrim’s Pride serves a diverse customer base that includes retail grocery chains, foodservice distributors and restaurant operators across North America and in select international markets.

The company’s vertically integrated operations encompass breeding, hatching, feed milling, processing plants and cold storage facilities.