SecBot SecBot

SFD

SMITHFIELD FOODS INC
Nasdaq· Meat Packing Plants· Inc. VA· CIK 0000091388 Consumer & Retail
$18.42 −0.21 (−1.13%)
Oct 26 4:00 PM ET · prev $18.64
Market cap
$7.4B
Mid cap
Consensus
Buy
73% Buy or better · 11 analysts
Median target
$24.00
+30% · range $21.00–29.00
Next earnings
Oct 27
in 1 day
1 year
−14.5%
from $21.56 · Oct 27
30 days
−3.7%
from $19.14
52-week range
$18.22–29.59
−38% from high · low Oct 13
Avg volume 20D
1.82M
shares / day
Short interest
5.17M
≈1.3% of shares · −7.9%
Days to cover
2.3
at average volume
Insider net
−$4.4M
0 buyers · 3 sellers · 12 mo
New fund stakes
2
Q2 2026 13F · 4 exits
SecBot read BEARISH 5 reports · 90 days
Balance 2 bearish · 0 bullish · 3 neutral oldest → newest, height = score
Avg score ·High conf. 5/5 ·Next Earnings date, Oct 27, 2026
Strongest NEUTRAL Smithfield Foods entered into a $600 million senior unsecured delayed draw term loan credit agreement on…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    3 insiders sold $4.4M.

  • InstitutionsMIXED

    Q2 2026: 37 added (2 new), 32 trimmed or exited. Largest new: Assenagon Asset Management S.A $19.0M, Nomura Asset Management International $13.7M.

  • AnalystsBULLISH

    8 of 11 rate it Buy or better. Every target is above the price.

  • Short sellersSTEADY

    Short interest −7.9% to 5.17M shares. 2.3 days to cover, ≈1.3% of shares.

  • TrendDOWNTREND

    8% below its 50-day average.

Who's buying

13F· Q2 2026
2
new positions
4
exits
$32.7M
in new stakes
FundMoveSharesValue
GOLDMAN SACHS GROUP INCDOUBLED2,277,419$55.3M
DIMENSIONAL FUND ADVISORS LPDOUBLED1,689,196$41.0M
BlackRock, Inc.TRIM1,366,224$33.1M
JACOBS LEVY EQUITY MANAGEMENT, INCTRIM836,446$20.3M
MORGAN STANLEYTRIM805,391$19.5M
Assenagon Asset Management S.A.NEW782,148$19.0M
RENAISSANCE TECHNOLOGIES LLCDOUBLED733,300$17.8M
Bank of New York Mellon CorpDOUBLED677,841$16.4M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

11 analysts
Buy 73% rate it Buy or better
Strong Buy2Buy6Hold3Sell0Strong Sell0
12-month targets · 7 analysts

Price is below the lowest target. Median implies +30%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Sep 30, 2026Stephens & Co.
INITIATE
INITIATEEqual-Weight
Sep 9, 2026Barclays
MAINTAIN
MAINTAINOverweight
Aug 12, 2026Barclays
MAINTAIN
MAINTAINOverweight
Jul 2, 2026B of A Securities
MAINTAIN
MAINTAINBuy

Insider ledger

Form 4
$0
bought · 0 insiders
$4.4M
sold · 3 insiders
DateInsiderTypeValue
Jun 16, 2026
France Steven
President, Packaged Meats
SELL$2.2M
Jun 12, 2026
Starling Raymond A
Director
SELL$106.0K
Jun 12, 2026
France Steven
President, Packaged Meats
EXERCISE$2.0M
Jun 9, 2026
Hall Mark L.
Chief Financial Officer
EXERCISE$1.6M
Jun 9, 2026
Hall Mark L.
Chief Financial Officer
SELL$2.1M
Jun 2, 2026
Starling Raymond A
Director
AWARD6,915 sh
Jun 2, 2026
Gallagher Marie T.
Director
AWARD6,915 sh
Jun 2, 2026
QUELCH JOHN
Director
AWARD6,915 sh

Earnings setup

Estimates
Oct 27
reports in 1 day

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D 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

Short side

FINRA· Sep 30, 2026
5,171,534
shares short
-7.9%
vs prior settlement
2.3
days to cover
≈1.3%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 26, 2026 Other
🔒 Fresh data, subscribers only
Oct 16, 2026 SEC
Smithfield Foods entered into a $600 million senior unsecured delayed draw term loan credit agreement on October 14…
8-K — Impact 4/10
Sep 18, 2026 SEC
The court vacated default against Smithfield Foods, Inc. (SFD) in a pro se employment discrimination case because the…
COURT-RULING — Impact 2/10
Sep 18, 2026 Event
Maxwell v. Smithfield Foods, Inc.
Court ruling (mdd) — Docket: 1:25-cv-03070
Aug 11, 2026 SEC
Smithfield Foods reported Q2 fiscal 2026 GAAP diluted EPS of $0.60, beating the consensus estimate of $0.60 by 4.0% on…
8-K — Impact 6/10
Aug 7, 2026 Press
Smithfield Foods announced a $100,000 donation and protein contribution to Feed the Children for back-to-school…
Impact 1/10
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — DOUBLED
2,277,419 shares ($55.3M)
Jun 30, 2026 Inst.
DIMENSIONAL FUND ADVISORS LP — DOUBLED
1,689,196 shares ($41.0M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Oct 27, 2026
Earnings date
SFD Q3 2026 Earnings Before Market Open — 2026-10-27
Recent
Oct 26, 2026
Press release
🔒 Fresh data, subscribers only
Sep 18, 2026
Enforcement
Maxwell v. Smithfield Foods, Inc.
Court ruling (mdd) — Docket: 1:25-cv-03070
Sep 16, 2026
Press release
Smithfield Foods Celebrates 90-Year American Heritage
Smithfield Foods Celebrates 90-Year American Heritage
Sep 9, 2026
Contract
Smithfield® Expands Commonwealth Clash Presenting Sponsorship with New Fan and Community Initiatives
Smithfield® Expands Commonwealth Clash Presenting Sponsorship with New Fan and Community Initiatives
Sep 8, 2026
Earnings
Smithfield Foods Provides Third Quarter Update Ahead of Barclays Global Consumer Staples Conference
Smithfield Foods Provides Third Quarter Update Ahead of Barclays Global Consumer Staples Conference

SecBot reports

9 filings · 4 press releases · 2 bullish · 2 bearish · 5 neutral
All SFD filing & press-release reports (13)