Pilgrim's Pride Corporation (PPC)

Pilgrim's Pride Corp. stock price has decreased by 22.88% over the past six months. Recent earnings reports have generally exceeded analyst expectations. For Q3 2025, Pilgrim's Pride announced an EPS of $1.52, surpassing the consensus estimate of $1.41, and quarterly revenue increased by 3.8% year-over-year to $4.76 billion. Q2 2025 earnings showed $4.8 billion in net sales and an operating income of $512.3 million, and the company announced a special dividend of approximately $500 million. Q1 2025 results also showed increased net sales and income, with net sales reaching $4.5 billion. On March 14, 2025, Pilgrim's announced a $1.5 billion special dividend and its long-term capital allocation strategy.

Demand for Pilgrim's Pride's products, particularly chicken, is generally stable and expected to continue growing. Chicken demand tends to remain robust, especially when consumers are facing economic pressure. There can be increased demand for specific products, such as turkeys around Thanksgiving and certain items during the summer BBQ season.

Pilgrim's Pride Corporation is a multinational food company involved in the production, processing, marketing, and distribution of fresh, frozen, and value-added chicken and pork products. The company offers a variety of products, including refrigerated and frozen chicken, prepared chicken items, pork cuts, and plant-based protein, marketed under brands like Pilgrim's, Just BARE, and Moy Park. Its products are distributed through foodservice and retail outlets.

Pilgrim's Pride has a significant international presence, operating in the United States, the United Kingdom, Europe (including France, the Netherlands, and the Republic of Ireland), and Mexico. It also exports its products to markets in Asia, the Middle East, and Africa. In the U.S., Pilgrim's Pride has operations in 12 states and Puerto Rico.

Pilgrim's Pride's public profile was impacted by its $5 million contribution to the January 2025 inauguration. The company's sustainability efforts have driven reductions in Scope 1 and 2 emissions intensity across all regions compared to 2023, and external agencies have recognized improvements in its environmental performance. The company's brands like Just Bare® and Pilgrim's® have been key drivers of profitable growth in the U.S. Prepared Foods segment.

Pilgrim's Pride Corporation is majority-owned by JBS S.A., holding between 78.5% and 82.44% of the shares. Major institutional shareholders include Vanguard Group Inc, BlackRock, Inc., and Aqr Capital Management Llc. Geode Capital Management LLC also increased its stake in Pilgrim's Pride by 0.7% in Q2 2025, owning 942,181 shares.