SMITHFIELD FOODS, INC.
SMITHFIELD FOODS, INC. (SFD) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
• Smithfield is the largest U.S. pork processor, but its profit increasingly comes from branded Packaged Meats, which posted a 12.8% operating margin in Q1 2026 versus 3.9% for Fresh Pork, shifting the mix toward steadier, higher-margin earnings. • The defining risks are commodity and trade exposure, visible in the 4.3% Q1 decline in Fresh Pork profit from winter storms and lower China exports, plus the governance overhang of a controlling parent that holds most of the equity. • Watch the durabi
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241 institutional managers reported holding SFD in 13F filings for the quarter ended 2026-03-31. Together they hold about 12% of the company; the top 10 hold 5%. 69 opened new positions that quarter. Held by Two Sigma, FMR (Fidelity), Morgan Stanley, among others. On the short side, 5.5M shares were sold short as of the 2026-06-15 count, about 1% 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.
It pays a dividend, and has for 2 years running; the current rate is $1.00 a share annually. Cash returned over the past three years: $684.00M in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at SFD over the trailing three years: 2025: 18 buys totaling $108.43M. 18 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.
SFD's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2025-03-26 | +0.5% | +16.1% |
| 2025-04-30 | +11.4% | +8.6% |
| 2025-08-13 | +1.2% | -15.6% |
| 2025-10-29 | +1.2% | +2.3% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
SFD's latest 8-K filings: 2026-06-03 (items 5.07); 2026-04-28 (items 2.02, 9.01); 2026-03-24 (items 2.02, 9.01); 2026-01-21 (items 1.01, 7.01, 9.01); 2025-10-28 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 28, 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.