PILGRIMS PRIDE CORP
PPC · Poultry Slaughtering and Processing · 237.9M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Reference price $43.52 · est. market cap ~$10.4B — last insider sale, 2026-02-18 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B80Large, vertically integrated global protein producer posting top-decile returns and strong cash generation in a favorable cycle.
Strengths
- ROA 10.5% (90th pct) and ROE 29.4% (83rd pct) with $653M FCF (87th pct) and 10x interest coverage
- $1.1B net income, scaled vertically integrated platform across US/Europe/Mexico
Risks
- Commodity poultry with gross margin only 12.7% (11th pct) — cyclical, limited pricing power
- JBS controls 82%; quick ratio 0.76 (25th pct); returns partly cycle-driven
Notable findings
- Strong balance sheetStrong balance sheet — $640M cash & investments
- Insider sellingInsider selling — 1 open-market sale(s) by 1 insider(s) (~$303,016, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
12.7%
Operating margin
8.7%
Net margin
5.9%
Return on equity
29.4%
Return on assets
10.5%
Revenue growth (QoQ)
0.3%
Net-income growth
-0.4%
Interest coverage
10.0×
Current ratio
1.5×
Free cash flow
$653M
EBITDA
$2.1B
Tangible book value
$1.5B
Cash & investments
$640M
Stock comp / revenue
0.2%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-04-29 | Maestri Karoleski Joanita Maria | Grant | 1.9K | — |
| 2026-04-29 | Celis Arquimedes | Grant | 1.9K | — |
| 2026-04-29 | Aslam Farha | Grant | 1.9K | — |
| 2026-04-29 | vasconcellos wallim cruz de jr | Grant | 1.9K | — |
| 2026-04-29 | Andre Nogueira de Souza | Grant | 1.9K | — |
| 2026-04-29 | Tomazoni Gilberto | Grant | 1.9K | — |
| 2026-04-29 | Padilla Raul | Grant | 1.9K | — |
| 2026-04-29 | Batista Wesley Mendonca | Grant | 1.9K | — |
| 2026-04-29 | Batista Joesley Mendonca | Grant | 1.9K | — |
| 2026-02-18 | Galvanoni Matthew R | Sell | 7.0K | $43.52 |
| 2026-02-17 | Sandri Fabio | Option exercise | 3.8K | — |
| 2026-02-17 | Galvanoni Matthew R | Option exercise | 1.6K | — |
| 2026-02-17 | Galvanoni Matthew R | Option exercise | 2.0K | — |
| 2026-02-17 | Sandri Fabio | Option exercise | 2.9K | — |
| 2026-02-11 | Galvanoni Matthew R | Grant | 16K | — |
| 2026-02-11 | Sandri Fabio | Grant | 30K | — |
| 2025-06-09 | Sandri Fabio | Sell | 70K | $45.83 |
| 2025-04-30 | Tomazoni Gilberto | Grant | 1.1K | — |
| 2025-04-30 | Batista Wesley Mendonca | Grant | 1.1K | — |
| 2025-04-30 | Batista Joesley Mendonca | Grant | 1.1K | — |
| 2025-04-30 | Celis Arquimedes | Grant | 1.1K | — |
| 2025-04-30 | Padilla Raul | Grant | 1.1K | — |
| 2025-04-30 | Menon Ajay | Grant | 1.1K | — |
| 2025-04-30 | Aslam Farha | Grant | 1.1K | — |
| 2025-04-30 | vasconcellos wallim cruz de jr | Grant | 1.1K | — |
| 2025-04-30 | Maestri Karoleski Joanita Maria | Grant | 1.1K | — |
| 2025-04-30 | Andre Nogueira de Souza | Grant | 1.1K | — |
| 2025-03-07 | Sandri Fabio | Grant | 18K | $54.62 |
| 2025-02-18 | Galvanoni Matthew R | Sell | 5.5K | $52.31 |
| 2025-02-12 | Galvanoni Matthew R | Grant | 33K | — |
| 2025-02-12 | Sandri Fabio | Grant | 63K | — |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (10)
- Chick-fil-A
- Kroger
- Costco
- Publix
- H-E-B
- McDonald's
- Sainsbury's
- Tesco
- Waitrose
- Wal-Mart
Suppliers (0)
Named in the 10-K; linked when we track them.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-05-01 | 2026-04-29 | 0000802481-26-000033 ↗ |
| 10-Q | 2026-04-30 | 2026-03-29 | 0000802481-26-000030 ↗ |
| 8-K | 2026-04-30 | 2026-04-29 | 0000802481-26-000029 ↗ |
| 8-K | 2026-04-30 | 2026-04-29 | 0000802481-26-000028 ↗ |
| 10-K | 2026-02-12 | 2025-12-28 | 0000802481-26-000011 ↗ |
| 8-K | 2026-02-12 | 2026-02-11 | 0000802481-26-000008 ↗ |
| 8-K | 2026-02-12 | 2026-02-11 | 0000802481-26-000007 ↗ |
| 8-K | 2025-10-30 | 2025-10-29 | 0000802481-25-000141 ↗ |
| 10-Q | 2025-10-30 | 2025-09-28 | 0000802481-25-000143 ↗ |
| 8-K | 2025-10-30 | 2025-10-29 | 0000802481-25-000140 ↗ |
| 10-Q | 2025-07-31 | 2025-06-29 | 0000802481-25-000110 ↗ |
| 8-K | 2025-07-31 | 2025-07-30 | 0000802481-25-000108 ↗ |