HORMEL FOODS CORPORATION
HORMEL FOODS CORPORATION (HRL) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
• Hormel is a branded protein and shelf-stable food maker (SPAM, Planters, Jennie-O, Skippy) that has raised its dividend for 59 consecutive years, a record that tells you more about the cash consistency of the business than any single quarter's earnings do. • The clearest risk is customer concentration paired with input-cost swings: the top five customers were about 38% of gross sales in fiscal 2025, and grain, lean-hog, and energy prices feed straight into a margin that has already been compre
Is HRL overvalued? See what's priced in →
613 institutional managers reported holding HRL in 13F filings for the quarter ended 2026-03-31. Together they hold about 45% of the company; the top 10 hold 27%. 70 opened new positions that quarter. Held by Vanguard Group, State Street, BlackRock, among others. On the short side, 21.2M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.8 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.
HRL's share count grew 1.6% over the past five years even with $22.61M spent on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 16 years straight; the current rate is $1.16 a share annually. Cash returned over the past three years: $1.87B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at HRL over the trailing three years: 2023: 2 buys totaling $59k; 2024: 2 buys totaling $184k. 25 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.
HRL's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-09-01 | -3.2% | -14.4% |
| 2023-12-07 | -4.3% | -7.5% |
| 2024-03-01 | +8.2% | +5.4% |
| 2024-05-31 | -9.2% | +6.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
HRL's latest 8-K filings: 2026-06-12 (items 5.02, 9.01); 2026-05-28 (items 2.02, 9.01); 2026-02-26 (items 2.02, 9.01); 2026-02-18 (items 2.02, 9.01); 2026-02-02 (items 5.02, 5.07, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.