Hormel to Sell Whole-Bird Turkey Business
Hormel Foods Corp. has announced it will sell its whole-bird turkey business to Life-Science Innovations to reduce exposure to commodity market volatility. The sale includes a plant, feed mill, and transportation assets, but Hormel retains its Jennie-O brand. This move aligns with Hormel's strategy to focus on value-added proteins, especially in light of recent avian influenza outbreaks.
See photos of Smithfield Foods' meat processing plant through the years
This article provides a photographic history of Smithfield Foods' meat processing plant in Sioux Falls, South Dakota, from its early days as the John Morrell plant to recent developments. It covers significant events such as the plant's handling of the COVID-19 outbreak in 2020, environmental cleanup efforts, and the recent announcement of its relocation to Foundation Park in 2026. The images track the facility's evolution and its impact on the community and its employees.
Tyson Foods (TSN) Valuation Check As Beef Losses Mount And Cattle Costs Stay Elevated
Tyson Foods (TSN) is grappling with ongoing losses in its beef division due to high cattle costs and a reduced herd, despite recent stock momentum and a bond issue for new funding. While some analyses suggest the stock is undervalued with a fair value of $69.08, its current P/E ratio of 112.6x significantly surpasses industry averages, raising questions about whether the market's expectations are inflated. Investors are encouraged to conduct their own research, considering the company's rewards and warning signs, and explore other investment opportunities like dividend stocks or high-quality undiscovered companies.
Smithfield Foods to Construct Packaged Meats, Fresh Pork Processing Site in South Dakota
Smithfield Foods announced plans to construct a new packaged meats and fresh pork processing facility in Sioux Falls, South Dakota. This expansion aims to enhance the company's production capabilities for various pork products, including bacon, sausage, and hams. The new facility will support Smithfield's three key segments: Packaged Meats, Fresh Pork, and Hog Production.
Fresh Del Monte Produce (FDP) Q4 Earnings Report Preview: What To Look For
Fresh Del Monte Produce (FDP) is set to release its Q4 earnings this Wednesday. Analysts expect revenue to be flat year-on-year at $1.01 billion and adjusted earnings at $0.28 per share. Despite missing revenue estimates in five of the last eight quarters, investor sentiment in the perishable food segment has been positive, with FDP's stock up 9.5% recently.
Smithfield Foods to Build New Facility in South Dakota
Smithfield Foods plans to construct a new, highly automated packaged meats and fresh pork processing facility in Sioux Falls, South Dakota, with an estimated investment of up to $1.3 billion. This new facility will replace its century-old existing plant, aiming to boost efficiency and support the regional agricultural economy. Construction is projected to start in spring 2026 with production commencing by the end of 2028, pending regulatory and board approvals.
Smithfield Foods to build plant as century-old site will redevelop
Smithfield Foods Inc. announced plans to build an estimated $1 billion state-of-the-art plant on 200 acres in northwest Sioux Falls, replacing its 117-year-old facility. The existing 120-acre site, located adjacent to downtown and Falls Park, will transition to community ownership through a $50 million gift from philanthropist Denny Sanford, opening it up for significant redevelopment. This move, hailed as the largest business investment in South Dakota's history, aims to create a technologically advanced processing facility while transforming a core urban area into The Sanford District.
Hormel Taps Hershey Veteran To Tackle Supply Chain And Margin Pressures
Hormel Foods has appointed Will Bonifant, a Hershey veteran, as Chief Supply Chain Officer to address supply chain efficiency and input cost volatility. This strategic hire aims to tackle margin pressures and operational disruptions, leveraging Bonifant's extensive global experience in procurement, plant operations, logistics, and engineering. Investors will be watching for improvements in cost control, inventory management, and overall operational efficiency as a result of this leadership change.
Kodiak AI Marine Corps Deal Tests Dual Use Autonomy Investment Case
Kodiak AI has secured a contract with the U.S. Marine Corps to integrate its autonomous driving technology into military ground vehicles, extending its platform beyond commercial trucking into defense. This deal introduces a new revenue stream and highlights the potential for Kodiak's "dual-use" technology to operate across varied environments, despite the company's current unprofitability and shareholder dilution. Investors will be watching how this contract reshapes Kodiak's revenue mix and future growth while balancing commercial and defense endeavors.
Meats and livestock commodities: options, futures, OTC
StoneX offers risk management solutions for the meats and livestock industry, including customized OTC products, futures/options trading, and expert advisory services. They assist clients, from producers to retailers, in managing price and business margin volatility across the entire supply chain. The company recently introduced a Shell Egg Contract to hedge against market fluctuations and provides specialized solutions for meat buyers, food service operators, and processors.
Trump and Xi's Two-Hour Conversation Sparks Rally in This Commodity - It's Not Gold or Silver
Following discussions between former President Trump and Chinese officials, China is considering increasing its soybean imports to 20 million metric tons, up from 12 million. This news has led to a 1.2% increase in U.S. soybean contracts set to expire in March 2026, reaching their highest levels since December 2025. The Teucrium Soybean Fund has also seen a bullish market reaction, gaining 6.4% this year.
Week in Review February 13, 2026: Kroger and Tyson
This article discusses two major topics: the new CEO of Kroger, Greg Foran, and Mike Tyson's endorsement of healthy eating. It highlights Foran's past success at Walmart and anticipates potential changes like a reevaluation of grocery delivery and future acquisitions for Kroger. The article also praises Tyson's Super Bowl ad promoting fresh produce and the "eat real food" message, suggesting it's a win for the produce industry.
Pilgrim’s Pride Corporation (NASDAQ:PPC) Q4 2025 Earnings Call Transcript
Pilgrim's Pride Corporation (NASDAQ:PPC) reported record net revenues of $18.5 billion and adjusted EBITDA of $2.3 billion for fiscal year 2025, driven by strong chicken demand in the U.S. and strategic execution globally. The company highlighted growth in its Just BARE brand, expansion of prepared foods, and improvement in European profitability despite challenging market conditions in Mexico and increased competition in some European pork segments. Pilgrim's Pride plans significant capital expenditures in 2026 and beyond to support growth, particularly in prepared foods and geographic expansion in Mexico.
Spain’s ASF Trade Disruption Hitting Pilgrim’s UK Sales
An African Swine Fever (ASF) outbreak in Spain has disrupted European pork trade flows, creating a glut in the UK market and negatively impacting Pilgrim’s Pride Corp.'s foreign performance. Spain, a major pork producer, was banned from exporting to China due to ASF, diverting significant volumes to Europe, particularly the UK. This oversupply has affected Pilgrim’s Pride’s Richmond brand, leading to price pressures.
Pilgrim's reports strong 2025 with $18.5 billion in sales
Pilgrim's Pride Corp. reported strong financial results for 2025, with net sales reaching $18.5 billion, driven by growth across U.S., European, and Mexican operations. The company achieved an adjusted EBITDA of $2.3 billion, with its U.S. segment leading profitability. The Just Bare brand significantly contributed to success, hitting $1 billion in retail sales and expanding its market share.
Tyson Remains Beholden to the Swings of the Underlying Commodity Markets for Its Meat Offerings
Tyson Foods Inc. (TSN) continues to be heavily influenced by the volatile commodity markets for its meat products, despite its significant scale. The company's diversified approach across beef, pork, and chicken provides some risk distribution but also introduces complexities and limited synergies. This dependence on commodity cycles leaves Tyson vulnerable to swings in costs and revenue, impacting overall company performance.
MAHA Center's Privately Funded Super Bowl Ad: A Landmark Moment for the Real Food Movement
The MAHA Center, a privately funded non-profit, aired a Super Bowl LX ad featuring Mike Tyson promoting "real food" and sparking a national conversation about processed foods. The ad generated millions of impressions and led to a nationwide campaign, emphasizing the organization's mission to improve American health by advocating for dietary changes in line with updated guidelines. This initiative highlights the center's commitment to independent advocacy, separate from government funding, to address rising rates of obesity and pre-diabetes among American youth.
Pilgrim’s sees strong U.S. results in 2025 Q4 and full year
Pilgrim's Pride Corp. reported strong financial results for 2025, with net sales of $18.5 billion and an adjusted EBITDA of $2.3 billion. The company saw robust demand in its U.S. Fresh portfolio, significant growth in U.S. Prepared Foods, and continued improvements in Europe and Mexico. These results were driven by effective strategies, competitive advantages, and the affordability of chicken, according to CEO Fabio Sandri.
Tyson Foods, Inc. Announces Pricing of Senior Notes Offering
Tyson Foods, Inc. announced the pricing of an underwritten public offering of $500 million aggregate principal amount of 4.950% Senior Notes due 2036. The company intends to use the net proceeds for general corporate purposes, including the pay down of outstanding debt. The offering is expected to close on February 20, 2026, with several financial institutions acting as joint book-running managers.
JBS stock price today: NYSE:JBS slips as Oman $150 million deal and March results date loom
JBS N.V. (NYSE: JBS) slipped approximately 0.2% after news of a $150 million equity investment in a joint venture in Oman for halal food production. Investors are also anticipating the release of annual results on March 25, which will cover the year ended December 31, 2025. The Oman deal, contingent on regulatory approval and facility construction, marks JBS's first upstream investment in the Middle East.
Flowers Foods (FLO) Q4 Earnings: What To Expect
Flowers Foods (FLO) is set to report its Q4 earnings, with analysts expecting a 10.7% year-on-year revenue growth to $1.23 billion and adjusted earnings of $0.15 per share. The company met revenue expectations last quarter but missed EBITDA and adjusted operating income estimates. Investor sentiment in the consumer staples sector has been positive, with Flowers Foods' stock up 11.5% in the last month.
Tyson Foods, Inc. Announces Pricing of Senior Notes Offering
Tyson Foods, Inc. announced the pricing of an underwritten public offering of $500 million aggregate principal amount of 4.950% Senior Notes due 2036. The company plans to use the net proceeds for general corporate purposes, including paying down outstanding debt like the 4.00% Notes due March 2026. The offering is expected to close on February 20, 2026.
Tyson Foods Inc files for senior notes offering size not disclosed
Tyson Foods Inc has filed for a senior notes offering, though the specific size of the offering was not disclosed. This announcement comes amid other news for the company, including a recent quarterly dividend declaration and various analyst price target adjustments. The company, a leading producer of beef, poultry, and pork, also recently reported its Q1 2026 earnings.
Tyson Foods shareholders re-elect board and approve key proposals at annual meeting
Tyson Foods shareholders re-elected fourteen directors to the board and approved several key proposals, including the ratification of PricewaterhouseCoopers LLP as the independent accounting firm and amendments to the 2000 Stock Incentive Plan. A non-binding advisory vote on executive compensation also passed, while three shareholder proposals were not approved. This occurred during the company's 2026 Annual Meeting held on February 5th, following a strong Q1 2026 financial performance that surpassed expectations and led to increased price targets from analysts.
Pilgrim's Pride (PPC) Q4 Earnings: What To Expect
Pilgrim's Pride (PPC) is set to announce its Q4 earnings on Wednesday, with analysts expecting revenues to be flat year-on-year at $4.40 billion and adjusted earnings at $0.76 per share. The company beat revenue expectations last quarter and saw strong performance in EBITDA and gross margins. Investor sentiment in the consumer staples segment, including Pilgrim's Pride, has been positive leading up to the earnings call.
Bank of Montreal (TSE:BMO) Price Target Raised to C$195.00
Desjardins raised its price target for Bank of Montreal (TSE:BMO) to C$195.00 from C$189.00, maintaining a "Hold" rating, which suggests a minimal downside from its current trading price. Other analysts also made upward revisions to their price targets, contributing to a consensus "Hold" rating and an average target of C$186.50. The bank's shares recently traded near their 12-month high after reporting strong quarterly earnings with EPS of C$3.28 and revenue of C$9.34 billion, and currently hold a market capitalization of C$138.29 billion.
Grupo Aeroportuario del Sureste (NYSE:ASR) Reaches New 1-Year High - Still a Buy?
Grupo Aeroportuario del Sureste (NYSE:ASR) has reached a new 52-week high, trading as high as $374.43, significantly above the consensus price target of $305. Analyst ratings are mixed with two Buys, four Holds, and one Sell, resulting in an average "Hold" rating. Despite the new high, the stock's valuation, solid fundamentals, and exposure to tourism-driven cash flows from nine Mexican airports are discussed.
Smithfield to shutter sausage plant
Smithfield Foods Inc. is closing its dry sausage facility in Springfield, Mass., leading to 190 layoffs between April and September 2026. Production will shift to other Smithfield facilities with existing capacity. This announcement follows Smithfield's plan to purchase Nathan’s Famous Inc. for approximately $450 million.
Ventas' (VTR) Overweight Rating Reiterated at Cantor Fitzgerald
Cantor Fitzgerald has reiterated an "overweight" rating for Ventas (VTR) with a $93.00 price target, suggesting a 12.4% upside. Despite recently missing quarterly earnings and revenue estimates, the real estate investment trust provided stronger FY2026 EPS guidance of $3.78–$3.88, surpassing analyst averages. Overall analyst sentiment remains positive, with a "Moderate Buy" consensus and several firms having price targets near Cantor Fitzgerald's.
The Hain Celestial Group (NASDAQ:HAIN) Posts Quarterly Earnings Results, Hits Estimates
The Hain Celestial Group (NASDAQ:HAIN) reported quarterly earnings that met analyst expectations with EPS of ($0.03) and slightly beat revenue estimates at $384.12 million. Despite this, the company still maintains a negative net margin of 34.69%, indicating continued unprofitability. Shares opened at $1.23, and analysts generally hold a "Hold" rating for the stock with a consensus target price of $2.63.
66,202 Shares in JFrog Ltd. $FROG Acquired by Wilson Asset Management International PTY Ltd.
Wilson Asset Management International PTY Ltd. recently acquired 66,202 shares of JFrog Ltd. (NASDAQ:FROG), valued at approximately $3.13 million, representing a 0.06% ownership stake. This acquisition occurs while JFrog, despite an EPS and revenue beat in Q3, remains unprofitable with negative insider selling activity. Analysts currently rate JFrog as a "Moderate Buy" with an average target price of $65.71.
Bath & Body Works, Inc. $BBWI Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans reduced its stake in Bath & Body Works (BBWI) by 32.7% in Q3, selling over 56,000 shares, though it still holds 117,335 shares. Despite the sell-off, Bath & Body Works has declared a quarterly dividend of $0.20 and seen insider purchases, indicating confidence and cash returns. The company faces legal challenges from securities-fraud class action notices, balancing analyst consensus of a "Hold" rating against these headwinds.
Jones Financial Companies Lllp Boosts Stock Holdings in D-Wave Quantum Inc. $QBTS
Jones Financial Companies Lllp increased its stake in D-Wave Quantum Inc. (NYSE:QBTS) by 61.2% in the third quarter, holding over 104,000 shares valued at $2.8 million. Analysts maintain a "Moderate Buy" rating with an average price target of $38.21, despite recent significant insider stock sales totaling about $65.6 million. D-Wave Quantum reported strong Q3 earnings, exceeding revenue and EPS estimates, with its stock currently trading around $20.70.
American Financial Group, Inc. (NYSE:AFG) Receives Average Rating of "Hold" from Analysts
Analysts have issued a consensus "Hold" rating for American Financial Group (NYSE:AFG), with an average 12-month price target of $141.25. The company recently surpassed quarterly earnings expectations, reporting an EPS of $3.65 against an estimated $3.18, and set its FY2026 EPS guidance at $11.00. AFG also declared a special dividend of $1.50 payable on February 25th.
Herbalife Ltd (NYSE:HLF) Given Average Recommendation of "Moderate Buy" by Analysts
Herbalife Ltd (NYSE:HLF) has received an average "Moderate Buy" recommendation from six analysts, with four rating it a buy and two a hold. The average 12-month price target for HLF is $15.80, and the stock recently opened at $16.98 with a market cap of $1.75 billion. Insider transactions show Director Lynda Cloud increasing her stake, and several institutional investors have also boosted their positions in the company.
New York State Common Retirement Fund Reduces Position in Americold Realty Trust Inc. $COLD
The New York State Common Retirement Fund has significantly reduced its stake in Americold Realty Trust Inc. (NYSE:COLD) by 66.1% in the third quarter, selling 256,922 shares and retaining 131,841 shares valued at $1.614 million. Despite this, the consensus among Wall Street analysts is a "Hold" rating with an average price target of $13.85. Americold Realty Trust has also declared a quarterly dividend of $0.23, representing an annualized yield of 7.3%.
Alps Advisors Inc. Raises Stock Holdings in Amdocs Limited $DOX
Alps Advisors Inc. has increased its stake in Amdocs Limited by 11.6%, now owning 237,883 shares valued at approximately $19.52 million. This comes as Amdocs outperformed quarterly earnings expectations and raised its quarterly dividend to $0.569, indicating a 3.1% yield. Analysts forecast continued growth with an average target price of $92.33 for Amdocs stock.
Allianz Asset Management GmbH Acquires 215,103 Shares of Navient Corporation $NAVI
Allianz Asset Management GmbH increased its stake in Navient Corporation by 44.7% in Q3, purchasing 215,103 additional shares to hold a total of 696,720 shares valued at approximately $9.16 million. Navient reported a disappointing last quarter, missing EPS and revenue expectations, and provided a cautious FY2026 guidance below analyst forecasts. Despite a 6.4% dividend yield, Wall Street maintains a "Strong Sell" consensus rating for the company.
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Acquires New Shares in Quanta Services, Inc. $PWR
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co has acquired a new stake of 7,342 shares in Quanta Services (NYSE:PWR), valued at approximately $3.36 million, making it their 12th largest position. Institutional investors hold a significant portion of Quanta Services, with other firms also recently increasing their holdings. Quanta Services' stock saw a 6.3% increase, trading near a 1-year high, and has a "Moderate Buy" consensus rating from analysts.
AlphaQuest LLC Cuts Stock Position in Choice Hotels International, Inc. $CHH
AlphaQuest LLC significantly reduced its stake in Choice Hotels International by 81.7% in Q3, selling 12,460 shares and retaining 2,792 shares valued at $298,000. This comes alongside insider selling from SVP Simone Wu, who sold over 8,000 shares worth approximately $820,605. Analyst sentiment for Choice Hotels is largely mixed-to-negative, with a consensus rating of "Reduce" and an average target price of $109.15.
Allianz Asset Management GmbH Trims Stake in Adient $ADNT
Allianz Asset Management GmbH reduced its stake in Adient (NYSE:ADNT) by 29.9% in the third quarter, selling 157,359 shares and retaining 368,298 shares valued at $8.87 million. Despite this reduction in Allianz's holdings, Adient reported strong Q1 earnings, beating consensus estimates and raising guidance, which has led to positive analyst upgrades and price target revisions, notably from Deutsche Bank. The stock has shown rising relative price strength and has attracted increased institutional ownership from other hedge funds.
40,453 Shares in Archer Daniels Midland Company $ADM Bought by Legacy Financial Strategies LLC
Legacy Financial Strategies LLC significantly increased its stake in Archer Daniels Midland (ADM) during Q3, acquiring 40,453 shares valued at approximately $2.42 million. This purchase contributes to institutional investors collectively owning about 78.28% of ADM's stock. The company recently reported Q3 EPS of $0.87, surpassing consensus estimates, and raised its quarterly dividend to $0.52, offering a 3.1% yield.
Candriam S.C.A. Sells 1,287 Shares of Parker-Hannifin Corporation $PH
Candriam S.C.A. has reduced its stake in Parker-Hannifin Corporation by 2.2%, selling 1,287 shares, but still holds 57,624 shares valued at $43.69 million. Parker-Hannifin reported strong quarterly results, surpassing EPS and revenue estimates, and announced a quarterly dividend of $1.80. The company currently has a "Moderate Buy" consensus rating from Wall Street analysts with an average price target of $990.47, despite recent insider share sales.
Azzad Asset Management Inc. ADV Invests $1.87 Million in Hershey Company (The) $HSY
Azzad Asset Management Inc. ADV recently invested $1.87 million in Hershey Company, acquiring 10,012 shares. This comes as Hershey reported strong Q4 earnings, beating estimates, raising its 2026 guidance, and increasing its quarterly dividend by 6%. Despite these positive results, Wall Street analysts maintain a "Hold" rating due to potential margin pressures from rising cocoa costs and tariffs, although some have raised price targets.
Thrivent Financial for Lutherans Has $3.64 Million Stock Holdings in Xylem Inc. $XYL
Thrivent Financial for Lutherans significantly reduced its stake in Xylem Inc. (NYSE:XYL) by 48.3% during the third quarter, now holding 24,650 shares valued at $3.64 million. Despite this reduction, institutional investors collectively own 87.96% of Xylem's stock, with major new positions opened by Norges Bank and ABN AMRO. Analysts maintain a "Moderate Buy" consensus for XYL, with an average price target of $165.80, against its current trading price near $142.
Principal Financial Group Inc. Has $20.66 Million Position in Sunrun Inc. $RUN
Principal Financial Group Inc. has increased its stake in Sunrun Inc. by 5.6% to 1,194,915 shares, valued at approximately $20.66 million, now representing 0.52% of the company. Other institutional investors like Maple Rock Capital and PGGM Investments have also significantly boosted their holdings. Analysts maintain a "Moderate Buy" rating for Sunrun, with an average price target of $19.99, following recent strong quarterly results where the company beat EPS estimates and recorded a 34.9% year-over-year revenue increase.
Envestnet Asset Management Inc. Grows Holdings in Blackstone Inc. $BX
Envestnet Asset Management Inc. recently increased its stake in Blackstone Inc. (NYSE:BX) by 3.0%, purchasing 13,279 additional shares in Q3, bringing their total to 462,845 shares valued at approximately $79.08 million. This comes as Blackstone reported strong Q3 earnings, beating analyst expectations with $1.75 EPS and $4.36 billion in revenue, a 41.4% year-over-year increase. The firm also raised its quarterly dividend to $1.49, resulting in an annualized dividend of $5.96 and a yield of around 4.6%.
OPTIMAS CAPITAL Ltd Takes $1.82 Million Position in Electronic Arts Inc. $EA
OPTIMAS CAPITAL Ltd has acquired a new stake of 9,000 shares in Electronic Arts Inc. ($EA), valued at approximately $1.82 million, making it their 25th largest holding. Despite a Q3 revenue beat driven by Battlefield 6, EA faces profit declines, merger-related uncertainties, and a high P/E ratio, leading to a consensus "Hold" rating from analysts with an average target price of $186.95. Insiders have recently sold a significant number of shares, and the company announced a quarterly dividend of $0.19 per share.
ProShare Advisors LLC Sells 76,788 Shares of Sysco Corporation $SYY
ProShare Advisors LLC sold 76,788 shares of Sysco Corporation ($SYY) in the third quarter, reducing its stake by 3.4% to 2,178,229 shares valued at approximately $179.36 million. Sysco reported Q3 EPS of $0.99, beating estimates, and set FY2026 guidance at $4.60 EPS. Company insiders have also recently sold shares, while analysts currently rate Sysco as a "Moderate Buy" with an average price target of $89.38.
Fiserv, Inc. $FISV Shares Purchased by Blume Capital Management Inc.
Blume Capital Management Inc. significantly increased its stake in Fiserv, Inc. (NASDAQ:FISV) by 785.7% in the third quarter, acquiring an additional 22,352 shares to hold a total of 25,197 shares valued at approximately $3.25 million. Other institutional investors also adjusted their positions in Fiserv, with several buying new or increasing existing stakes. Insiders, including CFO Paul M. Todd and director Adam L. Rosman, also made significant share purchases, increasing their direct ownership in the company.
