GENERAL MILLS, INC.
boothcheck covers GENERAL MILLS, INC. (GIS) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 26, 2026.
• Fiscal 2026 ended with a headline that looks like a disaster and quarters underneath it that do not: net sales of 18.4 billion dollars were down 5 percent and reported operating profit fell 73 percent to 886 million dollars, but every one of the four segments grew operating profit in the fourth quarter [Source: fiscal 2026 fourth-quarter results release, July 1, 2026]. • The damage is concentrated and non-cash: a 1,500 million dollar goodwill write-off and a further 250 million dollar brand i
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1,265 institutional managers reported holding GIS in 13F filings for the quarter ended 2026-03-31. Together they hold about 84% of the company; the top 10 hold 48%. 113 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 52.3M shares were sold short as of the 2026-06-15 count, about 10% of shares outstanding (5.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
GIS has cut its share count 12.1% over the past five years, spending $6.02B on repurchases. It pays a dividend, and has paid one every year in our records (18 and counting), raised 6 years straight; the current rate is $2.40 a share annually. Cash returned over the past three years: $3.69B in dividends and $3.73B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at GIS over the trailing three years. Absence is a fact about the company, not a signal. 27 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
GIS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-29 | -5.7% | -11.3% |
| 2023-09-21 | -0.6% | -0.9% |
| 2023-12-21 | -3.8% | +1.4% |
| 2024-03-21 | +0.1% | +0.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
GIS's latest 8-K filings: 2026-07-01 (items 2.02, 9.01); 2026-05-06 (items 5.02, 9.01); 2026-05-04 (items 5.02); 2026-04-16 (items 8.01, 9.01); 2026-03-18 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 26, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.