Tyson Foods (TSN) is up 8.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to Tyson’s fiscal Q2 2026 earnings release, which showed a sharp year-over-year improvement in GAAP profitability and continued strength in Chicken and Prepared Foods. Investors also seemed to focus on management’s full-year outlook framework, including sizable expected free cash flow and strong projected chicken operating income, even as the Beef segment remained a drag.
Details:
Sources:
Tyson Foods (Investor Relations), U.S. Securities and Exchange Commission, MarketBeat
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TSN Insider Trading Activity
$TSN insiders have traded $TSN stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $TSN stock by insiders over the last 6 months:
- JOHN H TYSON (Chairman of the Board) sold 100,301 shares for an estimated $5,822,473
- CURT CALAWAY (Chief Financial Officer) sold 6,539 shares for an estimated $373,974
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
$TSN Hedge Fund Activity
We have seen 424 institutional investors add shares of $TSN stock to their portfolio, and 407 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 3,882,354 shares (-69.3%) from their portfolio in Q4 2025, for an estimated $227,583,591
- DAVIS SELECTED ADVISERS added 2,865,413 shares (+28.8%) to their portfolio in Q4 2025, for an estimated $167,970,510
- MILLENNIUM MANAGEMENT LLC added 2,575,909 shares (+212.5%) to their portfolio in Q4 2025, for an estimated $150,999,785
- FMR LLC removed 2,361,650 shares (-62.9%) from their portfolio in Q4 2025, for an estimated $138,439,923
- PZENA INVESTMENT MANAGEMENT LLC added 1,845,200 shares (+12.1%) to their portfolio in Q1 2026, for an estimated $118,221,963
- CAISSE DE DEPOT ET PLACEMENT DU QUEBEC removed 1,746,120 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $102,357,554
- PACER ADVISORS, INC. removed 1,513,548 shares (-96.9%) from their portfolio in Q4 2025, for an estimated $88,724,183
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
$TSN Analyst Ratings
Wall Street analysts have issued reports on $TSN in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BMO Capital issued a "Outperform" rating on 01/08/2026
To track analyst ratings and price targets for $TSN, check out Quiver Quantitative's $TSN forecast page.
$TSN Price Targets
Multiple analysts have issued price targets for $TSN recently. We have seen 5 analysts offer price targets for $TSN in the last 6 months, with a median target of $73.0.
Here are some recent targets:
- Michael Lavery from Piper Sandler set a target price of $75.0 on 04/06/2026
- John Baumgartner from Mizuho set a target price of $72.0 on 03/26/2026
- Thomas Palmer from JP Morgan set a target price of $65.0 on 03/24/2026
- Benjamin Theurer from Barclays set a target price of $78.0 on 02/03/2026
- Andrew Strelzik from BMO Capital set a target price of $73.0 on 02/03/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
