HRL Hormel Foods Corporation

bullish · high conviction track record → $23.59 +2.63 (+12.6%)
Mkt Cap $12B P/E 23.9 fwd 13.6 52wk $19.70 - $31.86 Updated Thursday
Factor divergence: DIVERGENCE: price_momentum bullish vs estimate_revisions, analyst_revisions bearish
Est. revisions: -4.8%
Factor Model (net -1.2)

Factor Model

net -1.2 3.9 / 10
Est. Revisions
-0.3
Insider Activity
+0.0
Momentum
+0.7
Analyst Rev.
-1.0
Narrative Gap
+0.0

Hormel Q2 EPS Beats; Sales and Margins Rise

Watch: Watch next quarter's volume and margin trends for signs of sustained growth amid cost pressures.

Hormel Foods reported Q2 fiscal 2026 adjusted EPS of $0.40, beating estimates of $0.36. Sales reached $2.973 billion, edging past $2.954 billion estimates, driven by 3% organic growth. Adjusted operating margin expanded to 9.9% from 9.1% YoY. Cash on hand rose to $827 million, up $156 million year-over-year.

Stronger-than-expected EPS and sales growth alongside margin expansion signal improved operational efficiency and consumer demand for affordable protein and convenience foods.

Evidence

Updated Friday Stephens & Co. main HRL: Equal-Weight → Equal-Weight
11d ago Stephens & Co. main HRL: Equal-Weight → Equal-Weight
48d ago Insider buy by LOSNESS-LARSON KATHERINE M (HRL): $25,000
48d ago Insider buy by LYKKEN STEVEN J (HRL): $159,246
3 older signals
Fundamentals & Data ▾
Hormel Foods Corporation Consumer Defensive · Packaged Foods
Mkt Cap
$12B
P/E
23.9 fwd 13.6
Beta
0.31
Div Yield
551.00%
52w Range
$19.70 - $31.86
Short Interest
22.6M 7.75%
Days to Cover
4.5 -1%
Technicals mixed
vs 20d MA
+13.5%
from 52w Hi
0.0%
Vol (20d)
50%
1w return
+13.6%
1m return
+10.7%
Vol ratio
1.3x
Insiders
selling 0B / 1S
Analysts
mixed
EPS Estimate
$0.35 -4.8% 30d 0up / 2dn
Est. Dispersion
6% 6 analysts
Analyst Target
$26 $23 - $30
Options P/C
0.66
Fund Convergence
strong Citadel, Two Sigma, Renaissance, Bridgewater, D.E. Shaw
Financials
Revenue
$3.0B +1% YoY
FCF
$280M
Gross Margin
16%
Op Margin
8%
Momentum: decelerating
Top Holders
Citadel $160M
Two Sigma $150M
Renaissance $9M
Bridgewater $3M
D.E. Shaw
Track Record (1/1 correct) ▾

Direction History

1/1 correct at 5 days
2026-04-14 bullish +2.4%
11 signals · latest Updated Friday

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