Latest revenue
$3.80B
as of 2026-03-29
Latest net income
$246.0M
as of 2026-03-29
Net margin
6.5%
as of 2026-03-29
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $10.36B
- Enterprise value
- $10.36B
- P/E (trailing)
- 10.5×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 4.3%
- 52-wk high
- $29.80
- 52-wk low
- $21.08
- Beta
- —
- Shares out
- 393.5M
5-year trend
dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).
What this company does
PART I ITEM 1. BUSINESS Our Company Headquartered in Smithfield, Virginia, since 1936, Smithfield Foods, Inc., together with its subsidiaries (“Smithfield,” “the Company,” “we,” “us” or “our”), produces a wide variety of packaged meats and fresh pork products primarily in the United States (“U.S.”). Smithfield is an American food company that employs approximately 32,000 people in the U.S. and 2,500 people in Mexico. Smithfield’s portfolio includes high-quality iconic brands, such as Smithfield®, Eckrich® and Nathan’s Famous®, among many others. Smithfield is a majority owned subsidiary of Hong Kong-based WH Group Limited (“WH Group”). Our Mission Good food. Responsibly.® At Smithfield, we…
AI summary unavailable — showing raw filing excerpt
Generated from SFD's filing dated 2026-03-24
Key risks
ITEM 1A. RISK FACTORS The following risk factors and other information included in this Annual Report on Form 10-K should be carefully considered. The occurrence of any of the following risks or of unknown risks and uncertainties may adversely affect our business, operating results and financial condition. Risk Factor Summary This risk factor summary contains a high-level summary of risks associated with our business. It does not contain all of the information that may be important to you, and you should read this risk factor summary together with the more detailed discussion of risks and uncertainties set forth following this summary. A summary of our risks includes, but is not limited to,…
AI summary unavailable — showing raw filing excerpt
Generated from SFD's filing dated 2026-03-24
Profitability
Gross margin
13.5%
0.3%Operating margin
8.3%
5.2%Net margin
6.4%
5.7%Return on equity
14.5%
11.2%Return on assets
8.1%
6.0%Leverage
Debt / equity
0.79×
11.7%Long-term debt / equity
0.29×
14.2%Debt / assets
44.1%
6.5%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-29 | $3.80B | +0.8% | $246.0M | +9.8% | 6.5% |
Q4 2025 2025-12-28 | $4.23B | +7.0% | $327.0M | +59.5% | 7.7% |
Q3 2025 2025-09-28 | $3.75B | +12.4% | $248.0M | -14.8% | 6.6% |
Q2 2025 2025-06-29 | $3.79B | +11.0% | $188.0M | -37.5% | 5.0% |
Q1 2025 2025-03-30 | $3.77B | +9.5% | $224.0M | +43.6% | 5.9% |
Q4 2024 2024-12-29 | $3.95B | — | $205.0M | — | 5.2% |
Q3 2024 2024-09-30 | $3.33B | — | $291.0M | — | 8.7% |
Q2 2024 2024-06-30 | $3.41B | — | $301.0M | — | 8.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Meat Packing Plants · SIC 2011
Your notes
Keep private notes on SFD — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
Insider buying
$42.7M
Insider selling
$522.2M
Net activity
−$479.5M
Distinct insiders
8
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns SFD
Institutional value
$368.0M
Total shares held
16.2M
Distinct holders
123
-79 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.8M | $51.5M | +635.5K (+52.6%) | Added |
| 2 | UBS Group AG | 1.0M | $28.6M | +670 (+0.1%) | Added |
| 3 | PRUDENTIAL FINANCIAL INC | 927.6K | $25.9M | -30.4K (-3.2%) | Trimmed |
| 4 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 641.4K | $17.9M | -3.7K (-0.6%) | Trimmed |
| 5 | Allianz Asset Management GmbH | 635.9K | $17.8M | — | New |
| 6 | Nuveen, LLC | 634.4K | $17.7M | +33.4K (+5.6%) | Added |
| 7 | FIRST TRUST ADVISORS LP | 632.4K | $17.7M | +16.3K (+2.7%) | Added |
| 8 | Russell Investments Group, Ltd. | 553.9K | $15.5M | -368.8K (-40.0%) | Trimmed |
| 9 | BNP PARIBAS FINANCIAL MARKETS | 468.6K | $13.1M | -36.2K (-7.2%) | Trimmed |
| 10 | Walleye Capital LLC | 427.7K | $12.0M | -317.3K (-42.6%) | Trimmed |
| 11 | DAVENPORT & Co LLC | 408.0K | $11.3M | +33.4K (+8.9%) | Added |
| 12 | SEI INVESTMENTS CO | 396.0K | $11.1M | +203.4K (+105.6%) | Added |
| 13 | MARTINGALE ASSET MANAGEMENT L P | 382.1K | $10.7M | +38.1K (+11.1%) | Added |
| 14 | KENNEDY CAPITAL MANAGEMENT LLC | 374.0K | $10.5M | -332 (-0.1%) | Trimmed |
| 15 | DIMENSIONAL FUND ADVISORS LP | 371.1K | $10.4M | — | New |
| 16 | JPMORGAN CHASE & CO | 360.7K | $9.8M | +117.5K (+48.3%) | Added |
| 17 | ING GROEP NV | 308.0K | $8.6M | +94.2K (+44.1%) | Added |
| 18 | M&G PLC | 304.6K | $8.5M | +106.8K (+54.0%) | Added |
| 19 | Allspring Global Investments Holdings, LLC | 273.7K | $7.8M | — | New |
| 20 | Bank of New York Mellon Corp | 279.5K | $7.8M | +63.8K (+29.6%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once SFD's latest filing finishes processing.