Market Cap
$11.0B
HRL
HORMEL FOODS CORP /DE/
$20.25 ▲ +1.45%
Prev close $19.96Market cap$11.0B
ConsensusHold
12-mo target$25.94 (+28.1%)
▲ Neutral
Analyst conviction 4/10
31 New Institutional Positions19 Institutional ExitsCongressional Activity (1) Consumer & Retail
Snapshot
The big-picture read on HRL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (40%)
Inst. Holders
50 funds
Inst. Value
$5.0B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $495.2K sell
Insider Net $
-$495.2K
Social Sentiment
50° Neutral
SEC Reports
6
Congressional
1 trades
Price chart 30d -6.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: HRL — 67.1% short (1.2M / 1.8M)
Short: 1,197,968 | Exempt: 909 | TRF Vol: 1,784,973 | Short Ratio: 67.1% | Off-exchange volume (dark
Sep 30, 2026 Insider
Policinski Christopher J. was granted 2,830.37 shares
Director @ $19.94 ($56.4K)
Sep 30, 2026 Insider
Schoneman Debbra L. was granted 1,513.92 shares
Director @ $19.94 ($30.2K)
Sep 30, 2026 Insider
Aug 27, 2026 SEC Newlands William A was granted 7,635.41 shares
Director @ $19.94 ($152.3K)
Hormel Foods reported Q3 fiscal 2026 adjusted EPS of $0.37, beating consensus of $0.35 by 4.6%, but GAAP EPS was only $0
PRESS-RELEASE — Impact 6/10
Hormel Foods appointed Ash Bhumbla as Executive Vice President and CFO, effective September 8, 2026, replacing interim C
8-K — Impact 3/10
Aug 13, 2026 Congress
Aug 3, 2026 SEC Kevin Hern sell
$1,001 - $15,000 — House
Hormel Foods reported Q2 2026 EPS of $0.40, beating consensus of $0.35 by 13.2%. Revenue details were not provided in th
PRESS-RELEASE — Impact 6/10
Analyst ratings buy % -14.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
40% rate it Buy or better · 15 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 28, 2026 | BNP Paribas | MAINTAIN | Neutral | — |
| Aug 14, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 14, 2026 | BNP Paribas | MAINTAIN | Neutral | — |
| Jul 9, 2026 | Stephens & Co. | REITERATE | Equal-Weight | 54% |
| Jun 30, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| May 29, 2026 | B of A Securities | MAINTAIN | Neutral | 54% |
| May 29, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| May 21, 2026 | Stephens & Co. | MAINTAIN | Equal-Weight | 54% |
| Apr 9, 2026 | JP Morgan | DOWNGRADE | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 5 | 9 | 0 | 0 | 40% | |
| Aug 1, 2026 | 1 | 5 | 9 | 0 | 0 | 40% | |
| Jul 1, 2026 | 1 | 5 | 9 | 0 | 0 | 40% | |
| Jun 1, 2026 | 1 | 5 | 9 | 0 | 0 | 40% | |
| May 1, 2026 | 1 | 5 | 9 | 0 | 0 | 40% | |
| Apr 1, 2026 | 1 | 6 | 8 | 0 | 0 | 47% | |
| Mar 1, 2026 | 1 | 6 | 8 | 0 | 0 | 47% | |
| Feb 1, 2026 | 1 | 6 | 8 | 0 | 0 | 47% |
Price targets
Where 8 covering analysts think HRL trades over the next 12 months.
$25.94 +28.1% upside Strong Buy
Current$20.25 Low$23.00 Median$26.00 High$30.00 8 analysts
$23.00$30.00
Analyst rating Hold· 2.6/5 as of Oct 4, 2026
Social media sentiment mood +27.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
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▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 1 bullish, 2 bearish, 0 mixed, 3 neutral · avg impact 4.7/10.
BEARISHPRESS-RELEASE6/10
Hormel Foods reported Q3 fiscal 2026 adjusted EPS of $0.37, beating consensus of $0.35 by 4.6%, but
Aug 27, 2026
NEUTRAL8-K3/10
Hormel Foods appointed Ash Bhumbla as Executive Vice President and CFO, effective September 8, 2026,
Aug 24, 2026
BULLISHPRESS-RELEASE6/10
Hormel Foods reported Q2 2026 EPS of $0.40, beating consensus of $0.35 by 13.2%. Revenue details wer
Aug 3, 2026
NEUTRAL8-K3/10
Hormel Foods announced the appointment of President John F. Ghingo as President and CEO, effective O
Jul 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: HRL — 67.1% short (1.2M / 1.8M)
Short: 1,197,968 | Exempt: 909 | TRF Vol: 1,784,973 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
m_and_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., Sept.
Sep 30, 2026
short_volume
Short Volume: HRL — 61.5% short (0.8M / 1.3M)
Short: 820,091 | Exempt: 1,961 | TRF Vol: 1,333,843 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Sep 29, 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 qua
Sep 29, 2026
short_volume
Short Volume: HRL — 66.6% short (1.4M / 2.1M)
Short: 1,382,170 | Exempt: 3,082 | TRF Vol: 2,075,070 | Short Ratio: 66.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.38 | $0.37–$0.39 | 18.3% | -5.0% | 0↑ 7↓ | $3.2B | 8 |
| Next Q | $0.38 | $0.36–$0.38 | 10.5% | +0.1% | 3↑ 3↓ | $3.0B | 6 |
| Current FY | $1.45 | $1.12–$1.50 | 5.9% | -2.5% | 1↑ 6↓ | $12.2B | 10 |
| Next FY | $1.57 | $1.55–$1.60 | 8.4% | +1.2% | 2↑ 4↓ | $12.5B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.379 | — |
| 7d ago | $0.379 | — |
| 30d ago | $0.398 | -0.020 |
| 60d ago | $0.398 | -0.019 |
| 90d ago | $0.398 | -0.019 |
Institutional ownership
Which big funds own HRL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $5.0B total value (201,369,723 shares) as of 2026-Q2. Top holders: STATE, BlackRock,, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| STATE STREET CORP | 25,867,365 | $642.0M | 12.8% | — |
| BlackRock, Inc. | 19,705,555 | $489.1M | 9.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 19,391,572 | $481.3M | 9.6% | — |
| Invesco Ltd. | 15,171,561 | $376.6M | 7.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,801,507 | $367.4M | 7.3% | — |
| TWO SIGMA INVESTMENTS, LP | 12,325,712 | $305.9M | 6.1% | — |
| DIMENSIONAL FUND ADVISORS LP | 9,372,480 | $232.7M | 4.7% | ADD +36.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 8,186,164 | $202.8M | 4.1% | — |
| ProShare Advisors LLC | 7,630,462 | $189.4M | 3.8% | — |
| MORGAN STANLEY | 6,189,592 | $153.6M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | ADD | 6,849,174 | 9,372,480 | +36.8% | $232.7M |
| NORGES BANK | NEW | — | 5,704,004 | — | $141.6M |
| GOLDMAN SACHS GROUP INC | ADD | 3,050,212 | 5,371,484 | +76.1% | $133.3M |
| Nuveen, LLC | ADD | 3,124,443 | 4,300,642 | +37.6% | $106.7M |
| UBS Group AG | TRIM | 4,758,890 | 2,236,099 | -53.0% | $55.5M |
| JPMORGAN CHASE & CO | TRIM | 2,159,077 | 1,616,014 | -25.2% | $42.9M |
| MILLENNIUM MANAGEMENT LLC | TRIM | 2,802,381 | 1,371,268 | -51.1% | $34.0M |
| DEUTSCHE BANK AG\ | TRIM | 1,894,448 | 1,307,234 | -31.0% | $32.4M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 1,193,319 | — | $29.6M |
| Quantinno Capital Management LP | ADD | 497,409 | 930,270 | +87.0% | $23.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 31 transactions. Net -$495.2K — $0.00 bought, $495.2K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Policinski Christopher J. | Director | AWARD | 2,830.37 | $19.94 | $56.4K |
| Sep 30, 2026 | Schoneman Debbra L. | Director | AWARD | 1,513.92 | $19.94 | $30.2K |
| Sep 30, 2026 | Newlands William A | Director | AWARD | 7,635.41 | $19.94 | $152.3K |
| Sep 30, 2026 | Bhojwani Gary C. | Director | AWARD | 3,027.83 | $19.94 | $60.4K |
| Sep 30, 2026 | White Steven Andrew | Director | AWARD | 3,027.83 | $19.94 | $60.4K |
| Jul 8, 2026 | Bhojwani Gary C. | Director | SELL | 20,200 | $24.51 | $495.2K |
| Jun 9, 2026 | Borrelli Domenic | EVP, Retail | AWARD | 8,341 | — | — |
| Jun 9, 2026 | Bonifant William W. | GVP, Chief Supply Chain Ofc. | AWARD | 34,900 | — | — |
| Jun 9, 2026 | Borrelli Domenic | EVP, Retail | AWARD | 50,800 | — | — |
| Jun 9, 2026 | Bonifant William W. | GVP, Chief Supply Chain Ofc. | AWARD | 5,734 | — | — |
Congressional trades
HRL trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026 | Kevin Hern | R | HOUSE | SELL | $1,001 - $15,000 | Hormel Foods Corp | Sep 2, 2026(21d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for HRL.
Shares short
20,839,477
Settlement Sep 15, 2026
Change vs prior
+0.4%
Semi-monthly cycle
Days to cover
4.7
At avg daily volume
Of shares outstanding
≈3.8%
Estimate — not % of float
All HRL filing & press-release reports (6)
- 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