Seneca Foods Corporation Class A (SENEA)

Over the past six months, Seneca Foods Corp. (SENEA) stock saw a significant increase of 41.06%, rising from $78.43 to $110.63, reaching a 52-week high of $129.03. On November 5, 2025, Seneca Foods reported strong financial results for the second quarter and six months ended September 27, 2025, with net sales increasing by $27.3 million year-over-year due to higher sales volumes and favorable pricing. In December 2025, the stock continued to show positive momentum, with analysts maintaining a "Buy" rating. On June 12, 2025, the company reported its fiscal year 2025 results, showing an increase in net sales to $1,578.9 million, but the gross margin percentage declined due to challenges like a rainy growing season and increased costs; however, the company reduced its net debt by $297 million year-over-year.

Demand seasonality for Seneca Foods Corp.'s products is linked to agricultural cycles and consumer purchasing patterns. Harvest cycles directly influence its operations and product availability, with successful harvests being important for their supply chain. While the company benefits from lower agricultural costs during abundant harvests, domestic demand for certain products like peas, lentils, and chickpeas has shown signs of retreating, whereas demand for beans continues to grow. Consumers are also favoring private label products, driven by price, which impacts the company's sales strategy and pricing power.

Seneca Foods Corp. specializes in processing, packaging, and distributing a diverse range of shelf-stable and frozen fruits and vegetables, including canned, frozen, and jarred produce, natural fruit juices, apple sauces, and snack chips. The company also has non-food packaging sales and generates revenue from trucking and aircraft operations. Approximately 11-12% of its packaged foods are sold under its own or licensed brands, while a significant portion (around 52-89%) are sold under private labels, to institutional food distributors, or through contract packing agreements.

Seneca Foods Corp., headquartered in Fairport, New York, operates over 26 facilities across eight states in the United States, with key processing plants in New York, Michigan, California, and Canada. Its products are distributed to various outlets in approximately 55 countries internationally, and the company sources 99% of its produce domestically from over 1,600 family-owned farms across the U.S.

Seneca Foods Corporation emphasizes its commitment to quality, sustainability, food safety, and community support through investments in advanced technology, environmental stewardship, and employee development programs. No specific events that have significantly impacted Seneca Foods Corp.'s brand reputation (either positively or negatively) in the past year were explicitly detailed.

Seneca Foods Corp. has a mixed ownership structure. Institutional investors hold a substantial portion of the company's stock, with figures ranging from approximately 30.80% to 66.05%, and 42.51% being a frequently cited percentage. Major institutional owners include Dimensional Fund Advisors Lp, BlackRock, Inc., and Vanguard Group Inc. Insiders own approximately 7.91% of the stock, with Kraig Kayser owning the most shares among insiders. Public companies and individual investors hold the remaining shares.