Washington
Q3 2026 · filed Oct 15Lobbying Q3 $160K 0.0% QoQ
YoY +6.7% vs Q3 2025
Members 1 90 days
Buys / sells 0 / 1 1 trade
AGRAgricultureFOOFood Industry (safety, labeling, etc.)
8 quarters Open in Washington ›
HRL
HORMEL FOODS CORP$20.80 −0.15 (−0.72%)
Oct 27 4:00 PM ET · prev $20.95
Market cap
$11.8B
Large cap
Consensus
Hold
40% Buy or better · 15 analysts
Median target
$25.00
+20% · range $23.00–29.00
1 year
−12.4%
from $23.74 · Oct 27
30 days
+4.2%
from $19.97
52-week range
$19.19–26.51
−22% from high · low Oct 9
Avg volume 20D
5.30M
shares / day
Short interest
🔒 Subscribers only
Insider net
−$294.2K
1 buyer · 1 seller · 12 mo
New fund stakes
2
Q2 2026 13F · 1 exit
Filing reports
9
analyzed by SecBot
Congress trades
1
disclosed
SecBot read BULLISH 8 reports · 90 days
Balance 1 bearish · 3 bullish · 4 neutral oldest → newest, height = score
Avg score ·High conf. 6/8
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- S Jul 8 1 insider sell $495.2K at $24.51
- R Aug 27 Hormel Foods reported Q3 fiscal 2026 adjusted EPS of $0.37, beating…
- R Sep 30 Hormel Foods (HRL) has entered into a definitive agreement to acquir…
- E Sep 30 M&A: Hormel Foods Announces Definitive Agreement To Acquire Bra…
- R Sep 30 Hormel Foods agreed to acquire Brakebush Brothers, a value-added chi…
- B Oct 5 1 insider buy $201.0K at $20.10
Signal stack
Where each data set points today.
- InsidersBEARISH
1 insider bought $201.0K at an average $20.10. 1 insider sold $495.2K.
- InstitutionsMIXED
Q2 2026: 48 added (2 new), 61 trimmed or exited. Largest new: Balyasny Asset Management $29.6M, Alyeska Investment Group, $11.5M.
- AnalystsMIXED
6 of 15 rate it Buy or better. Every target is above the price.
- TrendRANGE
1% below its 50-day average.
Who's buying
13F· Q2 20262
new positions
1
exit
$41.2M
in new stakes
| Fund | Move | Value |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | ADD | $232.7M |
| NORGES BANK | ADD | $141.6M |
| GOLDMAN SACHS GROUP INC | ADD | $133.3M |
| Nuveen, LLC | ADD | $106.7M |
| UBS Group AG | TRIM | $55.5M |
| JPMORGAN CHASE & CO | TRIM | $42.9M |
| MILLENNIUM MANAGEMENT LLC | TRIM | $34.0M |
| DEUTSCHE BANK AG\ | TRIM | $32.4M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analysts 40% rate it Buy or better
12-month targets · 8 analysts
$20.80 $23.00 $25.00 $29.00
Price is below the lowest target. Median implies +20%.Targets as of Oct 27, 2026.
Recent actions
| Date | Firm | Rating |
|---|---|---|
| Oct 14, 2026 | Barclays MAINTAIN | Overweight |
| Oct 7, 2026 | BNP Paribas MAINTAIN | Neutral |
| Aug 28, 2026 | BNP Paribas MAINTAIN | Neutral |
| Aug 14, 2026 | JP Morgan MAINTAIN | Neutral |
| Jul 14, 2026 | BNP Paribas MAINTAIN | Neutral |
| Jul 9, 2026 | Stephens & Co. REITERATE | Equal-Weight |
Insider ledger
Form 4$201.0K
bought · 1 insider
$495.2K
sold · 1 insider
+3.5%
vs their $20.10 cost
| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 13, 2026 | Bhumbla Ash Executive VP & CFO | AWARD | 62,468 sh |
| Oct 5, 2026 | Newlands William A Director | BUY | $201.0K |
| Oct 3, 2026 | Myers Kevin L SENIOR VICE PRESIDENT | TAX W/H | $17.5K |
| Sep 30, 2026 | Policinski Christopher J. Director | AWARD | $56.4K |
| Sep 30, 2026 | Schoneman Debbra L. Director | AWARD | $30.2K |
| Sep 30, 2026 | Newlands William A Director | AWARD | $152.3K |
| Sep 30, 2026 | Bhojwani Gary C. Director | AWARD | $60.4K |
| Sep 30, 2026 | White Steven Andrew Director | AWARD | $60.4K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Congressional trades
HRL trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Type | Amount |
|---|---|---|---|
| Aug 13, 2026 | Kevin Hern R· HOUSE· Hormel Foods Corp | SELL | $1,001 - $15,000 |
Short side
FINRA· Oct 15, 2026🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 23, 2026 SEC Oct 21, 2026 SEC Sep 30, 2026 Press
Board member Sally J. Smith notified Hormel of her retirement, effective at the 2027 Annual Meeting, and will not…
8-K — Impact 2/10
Three asset managers accumulated $4.3M in HRL during Q3 2026, led by Assenagon Asset Management doubling its position…
INST-CLUSTER — Impact 4/10
Oct 13, 2026 Insider
Bhumbla Ash was granted 62,468 shares
Executive VP & CFO
Oct 12, 2026 Other
Hormel Foods Names Holly LaVallie Vice President of Marketing Excellence
AUSTIN, Minn., Oct. 12, 2026 /PRNewswire/ -- Hormel Foods Corporation (NYSE: HRL), a Fortune 500 glo
Oct 5, 2026 Insider
Newlands William A bought 10,000 shares
Director @ $20.10 ($201.0K)
Oct 3, 2026 Insider
Sep 30, 2026 SEC Myers Kevin L surrendered for taxes 864 shares
SENIOR VICE PRESIDENT @ $20.25 ($17.5K)
Hormel Foods (HRL) has entered into a definitive agreement to acquire Brakebush Brothers, a leading value-added…
8-K — Impact 6/10
Hormel Foods agreed to acquire Brakebush Brothers, a value-added chicken company, for approximately $1.055 billion…
Impact 6/10
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Oct 12, 2026
Press release
Hormel Foods Names Holly LaVallie Vice President of Marketing Excellence
AUSTIN, Minn., Oct. 12, 2026 /PRNewswire/ -- Hormel Foods Corporation (NYSE: HRL), a Fortune 500 global branded food company, today announced Holly…
Sep 30, 2026
M&A
Hormel Foods Announces Definitive Agreement To Acquire Brakebush, A Leading Value-Added Chicken Company
Acquisition Will Strengthen Hormel Foods' Position in a Growing Protein Category and Enhance its Leading Foodservice Capabilities AUSTIN, Minn…
Sep 28, 2026
Dividend
Hormel Foods Corporation Declares Quarterly Dividend
AUSTIN, Minn., Sept. 28, 2026 /PRNewswire/ -- Hormel Foods Corporation (NYSE: HRL), a Fortune 500 global branded food company, today announced its…
Sep 10, 2026
Press release
Hormel Foods Names Paul Kuehneman Chief Accounting Officer
AUSTIN, Minn., Sept. 10, 2026 /PRNewswire/ -- Hormel Foods Corporation (NYSE: HRL), a Fortune 500 global branded food company, today announced the…
Sep 1, 2026
Press release
Hormel Foods Corporation to Participate in the 2026 Barclays Global Consumer Staples Conference
AUSTIN, Minn., Sept. 1, 2026 /PRNewswire/ -- Hormel Foods Corporation (NYSE: HRL), a Fortune 500 global branded food company, announced today that…
SecBot reports
9 filings · 2 press releases · 2 bullish · 2 bearish · 5 neutral- NEUTRAL 8-KOct 23, 2026
Board member Sally J. Smith notified Hormel of her retirement, effective at the 2027 Annual…
No trading action warranted. This is a routine board retirement with no financial or strategic implications. Monitor for any successor announcement or unexpected additional director departures.
- BULLISH INST-CLUSTEROct 21, 2026
Three asset managers accumulated $4.3M in HRL during Q3 2026, led by Assenagon Asset Management…
The cluster is small in scale relative to HRL's market cap and stale by 45+ days. Monitor upcoming Q4 2026 13F filings for continuation or reversal of this buying pattern, and watch for any insider…
- BULLISH 8-KSep 30, 2026
Hormel Foods (HRL) has entered into a definitive agreement to acquire Brakebush Brothers, a…
Monitor HSR review timeline and any potential regulatory pushback in the value-added chicken market. The deal's closing in fiscal Q1 2027 is the key near-term catalyst. Post-close, focus on…
- BULLISH PRESS RELEASESep 30, 2026
Hormel Foods agreed to acquire Brakebush Brothers, a value-added chicken company, for…
Monitor regulatory approval timeline and integration progress; the deal's accretion starting in fiscal 2028 suggests near-term EPS may be neutral to slightly dilutive. Watch for any financing…
All HRL filing & press-release reports (11)
- 8-K reportOct 23, 2026
- INST-CLUSTER reportOct 21, 2026
- 8-K reportSep 30, 2026
- PRESS-RELEASE reportSep 30, 2026
- PRESS-RELEASE reportSep 28, 2026
- PRESS-RELEASE reportAug 27, 2026
- 8-K reportAug 24, 2026
- PRESS-RELEASE reportAug 3, 2026
- 8-K reportJul 28, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportFeb 26, 2026