Smithfield Foods, Inc. (SFD)

Smithfield Foods became publicly traded on the Nasdaq Global Select Market on January 28, 2025. In September 2025, the stock declined after a secondary public offering. The company declared a quarterly dividend in October 2025 and reported record third-quarter results. In November 2025, Smithfield Foods participated in investor conferences. In January 2026, Smithfield Foods announced its acquisition of Nathan's Famous. On January 31, 2026, Smithfield Foods' stock rating was upgraded. As of February 4, 2026, Smithfield Foods' stock price was $24.42, with a 52-week range of $18.43 to $26.07.

Demand for Smithfield Foods' products exhibits seasonality. The fourth quarter is typically stronger due to seasonal hams, while the first quarter can experience headwinds. Projections suggest continued strength in the second and third quarters, with the fourth quarter returning to normal seasonality. The hog production segment traditionally faces challenges, so Smithfield Foods is strategically shifting its focus towards higher-margin packaged meats and reducing its internal hog production.

Smithfield Foods, Inc. (SFD) is a major American food company and one of the world's largest pork processors and hog producers. It operates as a fully integrated food business, encompassing hog production, fresh pork processing, and the creation of value-added packaged meats and prepared foods. Smithfield Foods operates within the Food Products industry, falling under the Consumer Defensive sector, and is also categorized within Agricultural Farm Products. Its product portfolio includes bacon, ham, sausage, ribs, deli meats, hot dogs, lunch meats, dry sausage products, and ready-to-eat products. The company has also ventured into plant-based alternatives with its Pure Farmland brand and markets its products under numerous well-known brands.

Smithfield Foods has a significant global presence with operations in the United States and Mexico, as well as facilities in Poland, Romania, Germany, Slovakia, and the United Kingdom. Its international expansion has been supported by its parent company, WH Group, particularly in China and Europe.

Smithfield Foods is recognized as a trusted partner known for quality. The company has emphasized its commitment to sustainability and animal welfare, pledging to reduce greenhouse gas emissions and enhance animal welfare standards, and is innovating with plant-based and organic meat products. Smithfield Culinary has received awards for its strategic partnerships and sales leadership. However, Smithfield Foods has faced challenges including labor issues, environmental concerns, and food safety recalls. The company is strategically evolving from a volume-based approach to a value-centric one, aiming to transform its sustainability initiatives into a strong brand narrative and engages in community involvement through initiatives like hunger relief donations.

Smithfield Foods is a publicly held company, with approximately 12% of its shares trading on Nasdaq. The company's principal shareholder is SFDS UK Holdings Limited. Smithfield Foods is Chinese-owned, having been acquired by WH Group in 2013. Insider transactions in September 2025 and January 2025 show various officers and directors purchasing company shares.