Tyson Foods, Inc. Class A (TSN)

Tyson Foods' stock has experienced a modest rise of 12.60% in the past six months. In Q4 Fiscal 2025, Tyson Foods reported a 2.2% year-over-year growth in sales. The beef segment has been a drag on earnings due to record-high cattle costs and plant underutilization, leading to the closure of its beef plant in Lexington, Nebraska. Tyson Foods and Cargill announced a settlement in an antitrust class action lawsuit related to beef products. BMO Capital upgraded Tyson Foods' stock from "Market Perform" to "Outperform" and raised its price target from $60 to $67. The company recently disclosed a quarterly dividend of $0.51, an increase from its previous $0.50.

Demand for Tyson Foods' products exhibits seasonality, particularly in the foodservice sector. Demand for pizza and chicken wings spikes in January and February, associated with football playoffs and major sporting events. Chicken sandwiches and the broader sandwich category also see peak sales from March through June. Burger sales tend to dip during the summer months. The beef segment is currently facing significant headwinds due to record-low cattle availability, while the poultry sector has emerged as a "resilience leader."

Tyson Foods, Inc. is a multinational corporation in the food industry, specifically within the consumer non-durables sector. It is a leader in protein production and the second-largest processor and marketer of chicken, beef, and pork globally, and the largest meat company in America. Tyson Foods produces approximately one-fifth of the beef, pork, and chicken sold in the United States. Its products include fresh beef, pork, and chicken, as well as value-added products. Tyson Foods serves a diverse customer base, including retail grocers, foodservice distributors, national fast-food and full-service restaurant chains, schools, healthcare facilities, and military institutions.

Tyson Foods is headquartered in Springdale, Arkansas, and has a significant global presence. The company's operations extend across the Americas, Europe, the Middle East, and Asia-Pacific. Domestically, Tyson's locations are concentrated in the Midwest and South, with a notable presence in states like Arkansas, Texas, and Iowa. The company annually exports the largest percentage of beef out of the United States.

In the past year, no new major brand reputation events were explicitly highlighted. However, the company has faced controversies in previous years related to the environment, animal welfare, and employee welfare. The decision to close a beef plant in Nebraska and scale back Texas operations due to cattle shortages could also indirectly affect public sentiment regarding the company's stability and impact on local communities.

Tyson Foods has a mixed ownership structure comprising institutional, insider, and retail investors. Institutional investors hold approximately 57.00% of the company's stock, while insiders hold about 1.58%, and public companies and individual investors hold around 41.42%. The largest individual shareholder is Donald J. Tyson, owning 11.28% of the company's shares. The Tyson Limited Partnership holds a 20.60% equity stake, which translates to a majority of the voting power.