Tyson Foods, Inc. $TSN Shares Purchased by Machina Capital S.A.S.

Machina Capital S.A.S. raised its stake in Tyson Foods, Inc. (NYSE:TSN) by 73.3% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 64,259 shares of the company’s stock after buying an additional 27,179 shares during the quarter. Machina Capital S.A.S.’s holdings in Tyson Foods were worth $3,489,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the company. Harbor Capital Advisors Inc. boosted its stake in Tyson Foods by 93.1% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 473 shares of the company’s stock valued at $26,000 after purchasing an additional 228 shares during the period. NewSquare Capital LLC boosted its position in shares of Tyson Foods by 175.3% during the second quarter. NewSquare Capital LLC now owns 512 shares of the company’s stock worth $29,000 after buying an additional 326 shares during the period. Root Financial Partners LLC acquired a new position in shares of Tyson Foods during the third quarter worth approximately $28,000. First Command Advisory Services Inc. grew its holdings in Tyson Foods by 389.8% in the 2nd quarter. First Command Advisory Services Inc. now owns 578 shares of the company’s stock worth $32,000 after buying an additional 460 shares in the last quarter. Finally, MTM Investment Management LLC acquired a new stake in Tyson Foods in the 2nd quarter valued at approximately $36,000. Institutional investors own 67.00% of the company’s stock.

Tyson Foods Stock Performance

Shares of TSN opened at $64.69 on Wednesday. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.53 and a quick ratio of 0.66. The firm’s 50 day moving average is $59.40 and its 200-day moving average is $56.10. Tyson Foods, Inc. has a 12-month low of $50.56 and a 12-month high of $66.15. The stock has a market capitalization of $22.84 billion, a P/E ratio of 115.51, a P/E/G ratio of 1.48 and a beta of 0.48.

Tyson Foods (NYSE:TSN) last announced its quarterly earnings data on Monday, February 2nd. The company reported $0.97 EPS for the quarter, missing analysts’ consensus estimates of $1.01 by ($0.04). Tyson Foods had a net margin of 0.36% and a return on equity of 7.67%. The company had revenue of $14.31 billion for the quarter, compared to analyst estimates of $14.11 billion. During the same quarter last year, the company posted $1.14 EPS. Tyson Foods’s revenue was up 5.1% on a year-over-year basis. Equities research analysts anticipate that Tyson Foods, Inc. will post 3.8 EPS for the current fiscal year.

Tyson Foods Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be given a $0.51 dividend. This is a boost from Tyson Foods’s previous quarterly dividend of $0.50. The ex-dividend date is Friday, February 27th. This represents a $2.04 annualized dividend and a dividend yield of 3.2%. Tyson Foods’s payout ratio is currently 153.38%.

Analyst Ratings Changes

A number of brokerages have issued reports on TSN. Piper Sandler boosted their price target on Tyson Foods from $58.00 to $61.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. Sanford C. Bernstein restated a “market perform” rating and set a $69.00 price objective on shares of Tyson Foods in a research note on Tuesday. Weiss Ratings reiterated a “hold (c-)” rating on shares of Tyson Foods in a research report on Monday, December 29th. JPMorgan Chase & Co. boosted their price target on shares of Tyson Foods from $63.00 to $67.00 and gave the stock a “neutral” rating in a research report on Tuesday. Finally, Zacks Research raised shares of Tyson Foods from a “strong sell” rating to a “hold” rating in a research note on Thursday, October 30th. Three equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Tyson Foods presently has an average rating of “Hold” and a consensus price target of $64.27.

Tyson Foods News Roundup

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

• Positive Sentiment: Q1 revenue beat and segment strength — Tyson reported $14.31B in sales (up 5.1% YoY) with prepared foods and chicken outperforming, which supported the top line and helped the stock rally after the release. Tyson Foods beats Q1 expectations as prepared foods, chicken segments shine
• Positive Sentiment: Market reaction: intraday rally to a 52-week high — coverage noted a sharp post-earnings pop as investors bought the better-than-expected sales and segment momentum. Tyson Foods rallies to a 52-week high after earnings topper
• Positive Sentiment: Analyst price-target lift — JPMorgan raised its target from $63 to $67 (neutral rating), signaling modest analyst upside based on the quarter. Benzinga
• Neutral Sentiment: Guidance and cash returns are roughly in line — company revenue guidance sits near consensus and management highlighted continued cash generation to support dividends and buybacks, which tempers downside but doesn’t remove near-term operational risks. Tyson Foods Reports First Quarter 2026 Results
• Neutral Sentiment: Positive investor narrative on income profile — bullish write-ups highlight a durable dividend, potential multi-year growth in protein demand and valuation upside if execution continues. This supports longer-term investor interest. Why Tyson Foods Looks Like a Tasty Treat for Income Investors Right Now
• Negative Sentiment: EPS weakness and margin pressure — adjusted EPS of $0.97 missed some consensus/estimates and adjusted operating income and margins declined year-over-year, reflecting beef-cost headwinds and lower profitability. Tyson Foods Q1 Earnings Miss Estimates, Sales Grow 5.1% Y/Y
• Negative Sentiment: Analyst caution on beef recovery and valuation — some commentary downgrades and cautionary pieces argue the beef segment’s slow recovery limits near-term upside and keeps the stock fairly valued, which can cap gains until margins recover. Tyson Foods: Fairly Valued Given Slow Recovery In Beef (Downgrade)

Insider Buying and Selling

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

Tyson Foods Company Profile

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

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