Why Tyson Foods (TSN) Stock Is Down Today

Tyson Foods (TSN) is down 6.4% today. Here is some analysis on what might have caused this price movement.

Analysis: Tyson Foods appears to be falling after it cut its fiscal 2026 outlook and warned that beef-market conditions worsened further late in the year. The biggest issue is deeper pressure in beef, where cattle shortages, volatile cattle costs, and lower inventory values are expected to drive a larger loss than previously forecast.

Details:

Tyson updated fiscal 2026 guidance on September 3, 2026, lowering expected revenue growth to 1.5% to 2.0% and reducing projected adjusted operating income to $1.85 billion to $2.05 billion.

The company said its Beef segment is facing significant margin compression tied to volatile cattle prices and one of the most severe U.S. cattle shortages in history.

Tyson now expects a much larger adjusted operating loss in Beef of $625 million to $775 million, versus its early-August outlook for a $500 million to $650 million loss.

Management also highlighted softer foodservice demand from cautious consumer spending and weaker pork processing spreads, even as Chicken, Prepared Foods, and International trends remained comparatively steadier.

Sources:

SEC, Tyson Foods, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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$TSN Hedge Fund Activity

We have seen 394 institutional investors add shares of $TSN stock to their portfolio, and 522 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,651,826 shares (+inf%) to their portfolio in Q2 2026, for an estimated $151,817,038
PRICE T ROWE ASSOCIATES INC /MD/ removed 2,568,458 shares (-60.1%) from their portfolio in Q2 2026, for an estimated $147,044,220
MILLENNIUM MANAGEMENT LLC removed 2,292,123 shares (-99.8%) from their portfolio in Q2 2026, for an estimated $131,224,041
JANE STREET GROUP, LLC added 1,822,649 shares (+123.4%) to their portfolio in Q2 2026, for an estimated $104,346,655
JPMORGAN CHASE & CO added 1,812,722 shares (+inf%) to their portfolio in Q2 2026, for an estimated $103,778,334
AQR CAPITAL MANAGEMENT LLC removed 1,796,079 shares (-18.0%) from their portfolio in Q2 2026, for an estimated $102,825,522
MAN GROUP PLC added 1,622,548 shares (+538.6%) to their portfolio in Q2 2026, for an estimated $92,890,873

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 13F endpoint.

$TSN Price Targets

Multiple analysts have issued price targets for $TSN recently. We have seen 6 analysts offer price targets for $TSN in the last 6 months, with a median target of $69.0.

Here are some recent targets:

Alexia Howard from Bernstein set a target price of $63.0 on 07/02/2026
Peter Galbo from B of A Securities set a target price of $68.0 on 07/02/2026
Michael Lavery from Piper Sandler set a target price of $78.0 on 06/18/2026
Pooran Sharma from Stephens & Co. set a target price of $70.0 on 05/05/2026
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

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.