Smithfield Foods (NASDAQ:SFD) Bolsa

Smithfield Foods

Smithfield Foods Inc is a hog producer and pork processor based in the United States of America. The company conducts its operations through three reportable segments: Packaged Meats, Fresh Pork, and Hog Production. The company generates the majority of its revenue from the Packaged Meats segment. The Packaged Meats segment consists of the company's U.S. operations that process fresh meat into a wide variety of packaged meats products, including bacon, sausage, hot dogs, deli and lunch meats, dry sausage products (such as pepperoni and genoa), ham products, ready-to-eat products and prepared foods (such as pre-cooked entrees, bacon and sausage).

WIIM

Smithfield Foods shares are trading higher following a Q1 EPS and revenue beat.

Smithfield Foods (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFD#NASDAQ">SFD</a>) reported quarterly earnings of $0.57 per share which beat the analyst consensus estimate of $0.47 by 21.28 percent. This is a 90 percent increase over earnings of $0.30 per share from the same period last year. The company reported quarterly sales of $3.77 billion which beat the analyst consensus estimate of $3.62 billion by 4.17 percent. This is a 9.49 percent increase over sales of $3.44 billion the same period last year.

Earnings

Earnings Beats

News

Smithfield Foods Q1 GAAP EPS $0.57 Beats $0.47 Estimate, Sales $3.77B Beat $3.62B Estimate

General

Smithfield Foods Posts Q1 Revenue Increase Of  9.5% To $3.77B And An Adjusted EPS Of $0.58

ACGL

AEYE

AMSF

APAM

ARCB

ARCC

ASTE

ASTL

ATRC

BBIO

BBVA

BGFV

BKNG

BRSP

CECO

CHCT

CLVT

CSGP

CVLT

DHIL

ENSG

ENVA

ESRT

ETWO

EXLS

FELE

FFIC

FIBK

FICO

FOUR

FRSH

FRST

FSLR

FYBR

HLMN

HOUS

HRZN

HSBC

HURN

ILPT

INCY

INTZ

JAKK

JBGS

JBLU

KNSA

LFUS

LGIH

Laboratory Corporation Of America Holdings

LOGI

LXFR

Earnings Scheduled For April 29, 2025

ABEV

ANDE

BRBR

BRFS

CART

CASY

CELH

CENT

CENTA

COCO

COKE

COST

COTY

FIZZ

Fomento Economico Mexicano S.A.B. De C.V.

FRPT

HFFG

HNST

IPAR

ISPR

MDLZ

MGPI

MNST

PFGC

PSMT

SNYR

TBBB

UNFI

UPXI

USFD

USNA

WALD

WEST

Shares of consumer staple companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Guidance

Smithfield Foods Sees FY25 sales To Increase In The Low-To-Mid-Single-Digit Percent

Smithfield Foods Posts Q4 Adj EPS Of $0.52 And Revenue Of $4B

The inclusion became effective after the market close on March 21, 2025, as part of the quarterly addition of eligible initial public offerings to the Russell Indexes.

Smithfield Foods Says It Is Added To The Russell 1000 Index

Canada Lifts Suspension On Imports From Smithfield Foods Facility In Tar Heel, North Carolina, The Biggest Us Pork Plant, USDA Records Show

Morgan Stanley analyst Dara Mohsenian initiated coverage on Smithfield Foods Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFD#NASDAQ">SFD</a>) with an Overweight rating and a price forecast of $28.00.
Since being acquired by WH Group in 2013, SFD has evolved into a more streamlined, profitable, and resilient protein business, achieved through operational improvements, refining its product and customer portfolio, and recently downsizing its hog production, said the analyst.
Smithfield Foods, a value-added packaged meats and fresh pork company, went public again in January, pricing its IPO at $20.00 per share.
As a result, the company has increased its focus on value-added packaged meats, leading to a significant rise in profitability.
From 2014 to 2024, EBITDA margins are projected to expand by over 300 basis points, with packaged meats margins improving by approximately 700 basis points.
The analyst expects SFD to continue to perform well, with a 10% EBITDA growth forecast over the next two years, driven by its strong position in trending pork categories, innovation, and a stable commodity business.
Smithfield is primarily involved in the pork industry, which has been a large and historically stable market, with per capita consumption growing at around a 1% compound annual growth rate (CAGR) over the past decade.
The analyst notes the sector is well-positioned to capitalize on changing consumer preferences that are driving strong demand for protein, such as increased focus on health, wellness, and high-protein diets.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/02/43917692/starbucks-lays-off-1100-corporate-employees-in-major-restructuring" rel="noreferrer noopener">Starbucks Lays Off 1,100 Corporate Employees In Major Restructuring</a>
The analyst expects the company&#8217;s EBITDA margin to expand by approximately 130 basis points over the next two years, driven by favorable mix benefits in Smithfield&#8217;s packaged meats segment.
Additionally, the analyst mentions Smithfield has the potential to capture market share in underpenetrated categories, such as packaged lunch meats (a category worth over $6 billion), and expand its distribution with current retail partners.
While Smithfield is actively scaling back its hog production, favorable feed costs and rising hog prices indicate a positive outlook for hog producer margins into 2025.
The analyst views Smithfield&#8217;s strong net leverage position and free cash flow generation as favorable factors for delivering attractive returns to shareholders.
The company aims for a dividend payout ratio of about 50% (~5% yield) and presents opportunities for additional returns via share buybacks over time.
The analyst views current valuation of 5.8x &#8217;25e EV/EBITDA as attractive relative to SFD&#8217;s financial profile (~10%e EBITDA CAGR &#8217;24-26), supported by comparisons to public market protein peers.
Price Action: SFD shares are trading higher by 0.97% at $21.31 at the last check Monday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/02/43911212/tiktok-collaboration-powers-connexas-new-mena-strategy-stocks-skyrocket" target="_blank" rel="noreferrer noopener">TikTok Collaboration Powers Connexa&#8217;s New MENA Strategy</a></li>
</ul>
Photo by Ground Picture on Shutterstock.

Analyst Color

Equities

Price Target

Initiation

Analyst Ratings

Trading Ideas

Smithfield Foods' Post-IPO Momentum: Morgan Stanley Sees Attractive Value In The Transformed Company

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Barclays analyst Benjamin Budish initiated coverage on Blue Owl Capital Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OWL#NYSE">OWL</a>) with an Overweight rating and announced a price target of $29. Blue Owl Cap shares closed at $22.13 on Friday. <a href="https://www.benzinga.com/quote/owl/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Citigroup analyst Thomas Palmer initiated coverage on Smithfield Foods, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFD#NASDAQ">SFD</a>) with a Buy rating and announced a price target of $27. Smithfield Foods shares closed at $21.10 on Friday. <a href="https://www.benzinga.com/quote/sfd/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Leerink Partners analyst Mike Kratky initiated coverage on Beta Bionics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BBNX#NASDAQ">BBNX</a>) with an Outperform rating and announced a price target of $28. Beta Bionics shares closed at $20.57 on Friday. <a href="https://www.benzinga.com/quote/bbnx/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Guggenheim analyst Michael Schmidt initiated coverage on Compass Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CMPX#NASDAQ">CMPX</a>) with a Buy rating and announced a price target of $12. Compass Therapeutics shares closed at $2.92 on Friday. <a href="https://www.benzinga.com/quote/cmpx/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>LifeSci Capital analyst Jimmy Shan initiated coverage on Tourmaline Bio, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRML#NASDAQ">TRML</a>) with an Outperform rating and announced a price target of $58. Tourmaline Bio shares closed at $12.21 on Friday. <a href="https://www.benzinga.com/quote/trml/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying SFD stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="585" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/24130649/image-194-1024x585.png" alt="" class="wp-image-796070" style="width:593px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/24130649/image-194-1024x585.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/24130649/image-194-300x171.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/24130649/image-194-768x439.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/02/24130649/image-194.png 1071w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/02/43909524/top-3-tech-stocks-that-may-crash-in-q1">Top 3 Tech Stocks That May Crash In Q1</a></li>
</ul>

Markets

BBNX

CMPX

TRML

This Smithfield Foods Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Monday

Morgan Stanley analyst Dara Mohsenian initiates coverage on Smithfield Foods (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFD#NASDAQ">SFD</a>) with a Overweight rating and announces Price Target of $28.

Morgan Stanley Initiates Coverage On Smithfield Foods with Overweight Rating, Announces Price Target of $28

Goldman Sachs analyst Leah Jordan initiates coverage on Smithfield Foods (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFD#NASDAQ">SFD</a>) with a Buy rating and announces Price Target of $32.

Goldman Sachs Initiates Coverage On Smithfield Foods with Buy Rating, Announces Price Target of $32

B of A Securities analyst Peter Galbo initiates coverage on Smithfield Foods (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFD#NASDAQ">SFD</a>) with a Buy rating and announces Price Target of $28.

B of A Securities Initiates Coverage On Smithfield Foods with Buy Rating, Announces Price Target of $28

Citigroup analyst Thomas Palmer initiates coverage on Smithfield Foods (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFD#NASDAQ">SFD</a>) with a Buy rating and announces Price Target of $27.

Citigroup Initiates Coverage On Smithfield Foods with Buy Rating, Announces Price Target of $27

Barclays analyst Benjamin Theurer initiates coverage on Smithfield Foods (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFD#NASDAQ">SFD</a>) with a Overweight rating and announces Price Target of $28.

Barclays Initiates Coverage On Smithfield Foods with Overweight Rating, Announces Price Target of $28

Trading Halt: Halt status updated at 10:10:00 AM ET: Quotation Resumption: IPO Security - Released for Quotation

Smithfield Foods, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SFD#NASDAQ">SFD</a>) IPO will take place January, 28 on the NASDAQ exchange under the ticker SFD.
The company is offering shares at an expected price between $23.00 and $27.00 per share with an insider lock-up period of 180 days ending on July 27, 2025.
See also: <a href="https://www.benzinga.com/calendars/ipos">Benzinga IPO Calendar</a>
<h3>About Smithfield Foods, Inc</h3>
Smithfield is an American food company and an industry leader in value-added packaged meats and fresh pork with over $14 billion in annual sales , produce and distribute a wide variety of packaged meats and fresh pork products both domestically and abroad. We market our products under a leading portfolio of iconic brands including Smithfield, Eckrich and Nathan's Famous, among many others.
See also: <a href="https://www.benzinga.com/short-interest">Benzinga's Most Shorted Stocks</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

IPOs

Smithfield Foods, Inc IPOs Tomorrow, Here's What You Need To Know

SAFM

Meat Processing Stocks Unaffected Following Report from WHO's Cancer Agency Red Meat is Now Being Classified as 'Probably Carcinogenic'

Smithfield Foods, Inc. (NYSE: <a class="ticker" href="/stock/sfd#NYSE">SFD</a>) reports Q2 revenue came in at $3.80B

Smithfield Foods, Inc. Reports Q2 Revenue of $3.80B

Press Releases

Canada Reinstates Smithfield's Tar Heel Facility for Exports

Smithfield Foods Added to Russell 1000 Index

Dividends

SMITHFIELD FOODS REPORTS STRONG FOURTH QUARTER AND FISCAL YEAR 2024 RESULTS LED BY PACKAGED MEATS SEGMENT

Margherita Spices Up Menus with New Jalapeño Pepperoni

Smithfield Foods To Announce First Quarter Fiscal 2025 Results on April 29, 2025

New Eckrich Campaign Delivers the Flavor and Feeling of Home

SMITHFIELD FOODS REPORTS STRONG YEAR-OVER-YEAR PROFIT GROWTH IN THE FIRST QUARTER OF FISCAL 2025

Comments

Smithfield Foods

Noticias

SOCIO/CONTRIBUIDOR

BENZINGA GLOBAL