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HRHRL

Hormel Foods Corporation

$HRL·$13B·Packaged Foods·Consumer Defensive
$21.84+1.3%1Y-12.7%
Mentions · last 7 days
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Price updated 8h ago
HRHRL
$HRLHormel Foods Corporation
$21.84+1.25%0 posts
AI analysisFundamentalsVoices on X
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Sentiment on XAI analysisGenerated by AI from underlying data

Top X posts

How loud the X conversation is around $HRL and which way it's leaning — read in seconds.

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment7 posts analyzed · as of 2026-08-31

Posters lean bullish with a contrarian value tone, framing the post-earnings drop as an entry rather than a warning. One flags a "gap fill area on daily" paying "roughly 5.5% divvy" while another declares Hormel "officially upgraded from 'Accumulate' to 'Back Up the Truck.'" A trader adds "Jan 2028 LEAPs" near the 200-day, and the raised FY26 EPS guide of $1.45-$1.51 is cited as support despite the print miss.

Read what X is saying about $HRL

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • Volume context so you know if today's chatter is normal or unusual
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What it does

Plain-English summary of the business — what they sell and how they make money.

Hormel Foods produces refrigerated and shelf-stable protein foods including Spam, Skippy, Jennie-O turkey, and Applegate.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaged Foods sits in its cycle right now — and what that implies for $HRL.

Packaged Foods · Consumer Defensive

Packaged food volume erosion is the ongoing structural tension; private label share gains and consumer trade-down are squeezing branded food margins. GLP-1 weight-loss drug adoption is an emerging structural demand headwind for high-calorie categories.

What this means for $HRL

Direct beneficiary — semiconductor products are directly in the AI capex supply chain; Hormel Foods Corporation is a prominent global food company that specializes in the creation, preparation, and supply of.

Industry benchmark

17-name peer basket
+13.0%YTD
+10.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
28.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
4.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
5.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
15.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 27, 2026$0.37$0.35+4.5%
Q1 2026May 28, 2026$0.40$0.35+12.9%
Q4 2025Feb 26, 2026$0.34$0.32+6.3%
Q3 2025Dec 4, 2025$0.32$0.30+6.1%
Next earningsThu, Dec 3·consensus EPS $0.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$3.0B+2.5%17.4%7.3%$0.29$96.8M
Q1 FY26$3.0B+1.3%15.5%8.0%$0.33$280.2M
Q4 FY25$3.2B+1.5%14.0%0.1%$-0.10$231.4M
Q3 FY25$3.0B+4.6%16.1%7.9%$0.33$84.5M

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.2B$12.2B – $12.3B$1.50$1.49 – $1.517
FY27$12.4B$12.1B – $12.5B$1.58$1.43 – $1.647
FY28$12.6B$12.4B – $12.7B$1.68$1.57 – $1.804

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.31%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 290.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.335-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 8Gary C. BhojwaniDirector20.2K sh$495K
+ 10 other (8 awards · 1 inkind · 1 gift) in window

See when $HRL insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeAug 248-K — Item 5.02: Officer or director change
AI summary

Hormel Foods Corporation (HRL, Austin MN), the branded packaged foods company known for Spam, Skippy, Jennie-O, and other brands, filed a current report on August 24, 2026 disclosing a change in executive officers or directors (Item 5.02). This is a leadership change disclosure; specific details of who joined or departed are not visible in the 4KB excerpt. This is one of two HRL 5.02 filings in the summer, indicating multiple leadership changes at the food company.

8-KOfficer or director changeJul 288-K — Item 5.02: Officer or director change
AI summary

Hormel Foods Corporation (HRL, Austin MN) filed a current report on July 27, 2026 covering a change in executive officers or directors (Item 5.02). This is an earlier leadership change (event date July 27) compared to the August 24 filing; the two filings together indicate multiple leadership changes at Hormel Foods across July-August 2026. Specific details of this July change are not visible in the excerpt.

8-KOfficer or director changeJun 128-K — Item 5.02: Officer or director change
3New insider — initial holdingsMar 203
3New insider — initial holdingsMar 63
+ 7 other (4 11-Ks · 1 10-Q · 1 earnings 8-K · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Hormel Foods: A Protein Powerhouse With A Secure 5.5% Yield And Long-Term Valueseekingalpha.com·4d agoWhy Hormel Foods Stock Swooned by 10% Todayfool.com·4d agoHormel Foods Corporation (HRL) Q3 2026 Earnings Call Transcriptseekingalpha.com·5d agoHormel Foods Q3 Earnings Beat on Margin Expansion, Sales Misszacks.com·5d agoHormel Foods Q3 Earnings Call Highlightsmarketbeat.com·5d ago

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Voices on X · top 7 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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