TYSON FOODS, INC.
TSN · Poultry Slaughtering and Processing · 284.0M shares · -6%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $366M (gross $427M, SBC $61M)
Reference price $58.05 · est. market cap ~$16.5B — last insider sale, 2025-11-28 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C58Massive scaled protein processor with strong absolute cash flow but very thin, commodity-driven margins and weak returns.
Strengths
- Strong FCF ($1.18B, 92nd pct) and healthy cash (88th pct); very low leverage (D/E 0.05) and iconic Prepared Foods brands
- Vertically integrated, diversified across Beef/Pork/Chicken/Prepared Foods with global reach
Risks
- Net income fell 41% (27th pct); gross margin 6.9th pct, net margin 0.9% and ROE just 2.6% (46th pct)
- Commodity cyclicality (cattle/hog costs), tariff/trade exposure and thin operating margins
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $1.2B cash & investments
- Buying back stockNet buyback — share count -6%/yr over 4y
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
6.5%
Operating margin
2.0%
Net margin
0.9%
Return on equity
2.6%
Return on assets
1.3%
ROIC
4.6%
Revenue growth (QoQ)
-4.6%
Net-income growth
-40.8%
Debt / equity
0.1×
Net debt / EBITDA
-0.1×
Current ratio
1.6×
Free cash flow
$1.2B
EBITDA
$2.4B
Tangible book value
$3.0B
Cash & investments
$1.2B
Stock comp / revenue
0.2%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-10 | COLE DEVIN | Tax withheld | 7.5K | $68.38 |
| 2026-05-10 | COLE DEVIN | Tax withheld | 3.0K | $68.38 |
| 2026-05-09 | COLE DEVIN | Tax withheld | 766 | $68.38 |
| 2026-02-10 | Deckinger Adam S. | Tax withheld | 2.7K | $64.96 |
| 2026-02-09 | HANSON JACQUELINE | Tax withheld | 1.9K | $65.40 |
| 2026-02-07 | Tyson John R. | Tax withheld | 380 | $65.26 |
| 2026-02-06 | BALEDGE LES R | Grant | 2.9K | $65.26 |
| 2026-02-06 | BORRAS MARIA C | Grant | 2.9K | $65.26 |
| 2026-02-06 | Martinez Maria | Grant | 2.9K | $65.26 |
| 2026-02-06 | Schomburger Jeffrey K | Grant | 3.8K | $65.26 |
| 2026-02-06 | TYSON BARBARA | Grant | 2.9K | $65.26 |
| 2026-02-06 | Quinn Katherine B | Grant | 2.9K | $65.26 |
| 2026-02-06 | MILLER CHERYL | Grant | 2.9K | $65.26 |
| 2026-02-06 | Tyson Olivia L. | Grant | 2.9K | $65.26 |
| 2026-02-06 | Beebe Mike | Grant | 2.9K | $65.26 |
| 2026-02-06 | White Noel W | Grant | 2.9K | $65.26 |
| 2026-02-06 | Bond Sarah | Grant | 2.9K | $65.26 |
| 2026-02-06 | BRONCZEK DAVID J | Grant | 2.9K | $65.26 |
| 2026-02-05 | Bondar Lori J | Other | 9.1K | — |
| 2026-02-05 | Bondar Lori J | Other | 8.6K | — |
| 2025-12-23 | COLE DEVIN | Other | 25K | — |
| 2025-11-28 | TYSON JOHN H | Option exercise | 109K | $50.00 |
| 2025-11-28 | TYSON JOHN H | Sell | 100K | $58.05 |
| 2025-11-25 | King Donnie | Grant | 103K | — |
| 2025-11-25 | HANSON JACQUELINE | Grant | 22K | — |
| 2025-11-25 | COLE DEVIN | Grant | 3.0K | — |
| 2025-11-25 | COLE DEVIN | Grant | 52K | — |
| 2025-11-25 | Calaway Curt | Option exercise | 6.5K | $50.00 |
| 2025-11-25 | Calaway Curt | Sell | 6.5K | $57.19 |
| 2025-11-25 | Calaway Curt | Grant | 33K | — |
| 2025-11-25 | Deckinger Adam S. | Grant | 24K | — |
| 2025-11-25 | Bondar Lori J | Grant | 2.6K | — |
| 2025-11-25 | Tyson John R. | Grant | 3.3K | — |
| 2025-11-18 | Deckinger Adam S. | Tax withheld | 357 | $53.66 |
| 2025-11-18 | King Donnie | Tax withheld | 20K | $53.66 |
| 2025-11-18 | King Donnie | Tax withheld | 6.8K | $53.66 |
| 2025-11-18 | HANSON JACQUELINE | Tax withheld | 582 | $53.66 |
| 2025-11-18 | HANSON JACQUELINE | Tax withheld | 612 | $53.66 |
| 2025-11-18 | HANSON JACQUELINE | Tax withheld | 827 | $53.66 |
| 2025-11-18 | Tyson John R. | Tax withheld | 2.4K | $53.66 |
| 2025-11-18 | COLE DEVIN | Tax withheld | 1.7K | $53.66 |
| 2025-11-18 | Deckinger Adam S. | Tax withheld | 831 | $53.66 |
| 2025-11-18 | Bondar Lori J | Tax withheld | 98 | $53.66 |
| 2025-11-18 | Calaway Curt | Tax withheld | 550 | $53.66 |
| 2025-11-18 | Calaway Curt | Tax withheld | 1.6K | $53.66 |
| 2025-11-18 | Calaway Curt | Tax withheld | 1.7K | $53.66 |
| 2025-11-18 | TYSON JOHN H | Other | 24K | — |
| 2025-11-17 | King Donnie | Option exercise | 34K | — |
| 2025-11-17 | Tyson John R. | Tax withheld | 1.1K | $53.11 |
| 2025-11-17 | Deckinger Adam S. | Tax withheld | 648 | $53.11 |
| 2025-11-17 | Deckinger Adam S. | Option exercise | 449 | — |
| 2025-11-17 | Deckinger Adam S. | Tax withheld | 127 | $53.11 |
| 2025-11-17 | King Donnie | Tax withheld | 8.7K | $53.11 |
| 2025-11-17 | Tyson John R. | Option exercise | 3.8K | — |
| 2025-11-17 | Tyson John R. | Tax withheld | 1.4K | $53.11 |
| 2025-11-17 | HANSON JACQUELINE | Tax withheld | 186 | $53.11 |
| 2025-11-17 | Bondar Lori J | Tax withheld | 2.5K | $53.11 |
| 2025-11-17 | Bondar Lori J | Tax withheld | 134 | $53.11 |
| 2025-11-17 | HANSON JACQUELINE | Option exercise | 449 | — |
| 2025-11-17 | Calaway Curt | Option exercise | 3.1K | — |
| 2025-11-17 | Calaway Curt | Tax withheld | 1.3K | $53.11 |
| 2025-11-17 | Calaway Curt | Tax withheld | 238 | $53.11 |
| 2025-11-17 | HANSON JACQUELINE | Tax withheld | 227 | $53.11 |
| 2025-11-17 | King Donnie | Tax withheld | 13K | $53.11 |
| 2025-09-02 | Bond Sarah | Grant | 1.7K | $56.54 |
| 2025-08-04 | Bondar Lori J | Gift | 8.6K | — |
| 2025-08-04 | Bondar Lori J | Gift | 8.6K | — |
| 2025-06-02 | Tyson Olivia L. | Grant | 2.5K | $56.16 |
| 2025-05-10 | COLE DEVIN | Tax withheld | 6.7K | $55.30 |
| 2025-05-10 | COLE DEVIN | Tax withheld | 5.8K | $55.30 |
| 2025-05-09 | COLE DEVIN | Grant | 5.4K | — |
| 2025-02-11 | Deckinger Adam S. | Tax withheld | 418 | $58.77 |
| 2025-02-09 | HANSON JACQUELINE | Tax withheld | 1.3K | $57.94 |
| 2025-02-07 | TYSON BARBARA | Grant | 3.3K | $57.94 |
| 2025-02-07 | MCNAMARA KEVIN M | Grant | 4.2K | $57.94 |
| 2025-02-07 | BRONCZEK DAVID J | Grant | 3.3K | $57.94 |
| 2025-02-07 | MILLER CHERYL | Grant | 3.3K | $57.94 |
| 2025-02-07 | Martinez Maria | Grant | 3.3K | $57.94 |
| 2025-02-07 | BORRAS MARIA C | Grant | 3.3K | $57.94 |
| 2025-02-07 | Tyson John R. | Grant | 3.3K | $57.94 |
| 2025-02-07 | Beebe Mike | Grant | 3.3K | $57.94 |
| 2025-02-07 | Schomburger Jeffrey K | Grant | 3.3K | $57.94 |
| 2025-02-07 | White Noel W | Grant | 3.3K | $57.94 |
| 2025-02-07 | BALEDGE LES R | Grant | 3.3K | $57.94 |
| 2025-02-07 | Quinn Katherine B | Grant | 3.3K | $57.94 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-18 | Exec/director changeExhibits | filing ↗ |
| 2026-06-17 | Exec/director changeExhibits | filing ↗ |
| 2026-06-09 | OtherExhibits | filing ↗ |
| 2026-06-08 | Exec/director changeReg FD | filing ↗ |
| 2026-05-28 | Exec/director changeReg FD | filing ↗ |
| 2026-05-04 | ResultsExhibits | filing ↗ |
| 2026-04-02 | Exec/director changeExhibits | filing ↗ |
| 2026-02-20 | Material agreementDebt obligationOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-18 | 2026-06-18 | 0000100493-26-000050 ↗ |
| 8-K/A | 2026-06-17 | 2026-06-08 | 0000100493-26-000047 ↗ |
| 8-K | 2026-06-09 | 2026-06-09 | 0000100493-26-000032 ↗ |
| 8-K | 2026-06-08 | 2026-06-08 | 0000100493-26-000030 ↗ |
| 8-K | 2026-05-28 | 2026-05-28 | 0000100493-26-000026 ↗ |
| 8-K | 2026-05-04 | 2026-05-04 | 0000100493-26-000019 ↗ |
| 10-Q | 2026-05-04 | 2026-03-28 | 0000100493-26-000020 ↗ |
| 8-K | 2026-04-02 | 2026-04-02 | 0000100493-26-000014 ↗ |
| 8-K | 2026-02-20 | 2026-02-20 | 0001140361-26-006328 ↗ |
| 8-K | 2026-02-11 | 2026-02-10 | 0001140361-26-004687 ↗ |
| 8-K | 2026-02-09 | 2026-02-05 | 0000100493-26-000011 ↗ |
| 8-K | 2026-02-02 | 2026-02-02 | 0000100493-26-000009 ↗ |