TYSON FOODS, INC.
boothcheck covers TYSON FOODS, INC. (TSN) 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 11, 2026.
• Tyson runs four protein segments, and the FY2025 10-K names them plainly, ⟦"We operate in four reportable segments: Beef, Pork, Chicken, and Prepared Foods"⟧ (accession 0000100493-25-000095); the segments are on opposite cycle phases right now, with chicken and prepared foods carrying earnings while beef posts losses. • The defining risk is the cattle cycle: U.S. cattle supplies hit a 75-year low in 2026, Tyson's beef segment lost $202 million in the March quarter, and management says herd reb
Is TSN overvalued? See what's priced in →
860 institutional managers reported holding TSN in 13F filings for the quarter ended 2026-03-31. Together they hold about 70% of the company; the top 10 hold 40%. 112 opened new positions that quarter. Held by Vanguard Group, BlackRock, Pzena Investment Management, among others. On the short side, 9.9M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.3 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.
TSN has cut its share count 3.3% over the past five years. It pays a dividend, and has paid one every year in our records (17 and counting), raised 2 years straight. Cash returned over the past three years: $1.90B in dividends.
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 TSN over the trailing three years. Absence is a fact about the company, not a signal. 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.
TSN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-09 | -19.6% | +5.8% |
| 2023-08-11 | -2.5% | -15.8% |
| 2024-02-06 | -1.7% | +7.3% |
| 2024-05-07 | -5.0% | -5.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
TSN's latest 8-K filings: 2026-08-24 (items 8.01, 9.01); 2026-08-24 (items 1.01, 2.03, 8.01, 9.01); 2026-08-13 (items 7.01); 2026-08-11 (items 1.01, 8.01, 9.01); 2026-08-10 (items 8.01, 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 11, 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.