TickerTalks
Browse all tickers →
TickerTalks›$HRL
HRHRL

Hormel Foods Corporation

$HRL·$11B·Packaged Foods·Consumer Defensive
$20.40+1.0%YTD-19.3%1Y-14.1%
Price updated 8h ago·X counts updated 5d ago
HRHRL
$HRLHormel Foods Corporation
$20.40+1.04%92 posts1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $HRL on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

92X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $HRL's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 65% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-03

Hormel dropped hard on earnings (adj EPS $0.37 vs ~$0.40-0.42) but raised/narrowed FY2026 EPS guidance to $1.45-$1.51, sitting at a ~5.5% dividend yield with strong daily gap-fill support. Long-term posters cite 40+ #1/#2 brands and 80+ countries; the tape leans opportunistic-long into weakness.

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
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HRL — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-10-02

Falling on heavy selling — points lower unless it turns around.

Hormel at 7% of 52-week range — $1.06B Brakebush acquisition, 5.5% dividend yield, payout ratio concern.

Hormel Foods Corporation is the global packaged-foods leader — SPAM, Skippy, Jennie-O, Columbus, Applegate, plus the forthcoming Brakebush Chicken acquisition. The stock is at 7% of its 52-week range after a 20% TTM decline.

  • The P&L is softening: revenue grew 2.5% YoY to $2.97B last quarter at a 7.3% operating margin and EPS $0.29 — modest growth with mid-single-digit margins; the FY27 EPS estimate at $0.38 implies continued margin pressure.
  • The $1.06B Brakebush Chicken acquisition is a specific transformational commercial anchor — adds value-added chicken franchise; raised/narrowed FY2026 EPS guidance to $1.45-$1.51 at a 5.5% dividend yield.
  • No insider trading in the window; the Dividend King status is intact but the payout ratio has just crossed a line it has never crossed before — a specific sustainability concern bulls can't easily argue past.

Breaking-down holds unless Dec 3 earnings confirm Brakebush integration synergy capture and FY27 EPS guide-up. Another soft revenue print, or any specific commentary on consumer-trade-down in center-store brands, is what seals the de-rating; a Brakebush-attributed-revenue inflection plus a specific margin-expansion is what breaks the tape higher.

Agrees with X sentimentX bulls on raised/narrowed FY2026 EPS guide to $1.45-$1.51, ~5.5% dividend yield, strong daily gap-fill support, and 40+ #1/#2 brands in 80+ countries have the specific setup right — the payout-ratio-crossing-a-line concern is the honest counter.

What to watch: Dec 3 earnings — Brakebush integration synergy capture, consumer-trade-down commentary, dividend sustainability, FY27 EPS guide. A soft revenue print or payout-ratio concern is what seals the breaking-down.

On the calendar: 2026-12-03 — Q4 FY26 earnings

Read the AI verdict on $HRL

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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

Volume pressure from GLP-1 drug adoption (users reporting lower appetite and calorie intake) is a structural emerging headwind for snack, confection, and beverage categories. Pricing power from 2021–2023 input cost pass-throughs is normalizing as commodity costs moderate, shifting the growth requirement back to volume — precisely where GLP-1 headwinds are sharpening.

What this means for $HRL

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

Industry benchmark

13-name peer basket
+14.3%YTD
+5.2%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 $0.38

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$12.1B$12.0B – $12.3B$1.48$1.47 – $1.507
FY27$12.5B$12.3B – $13.1B$1.57$1.42 – $1.617
FY28$12.8B$12.2B – $13.6B$1.65$1.61 – $1.705

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.1.1×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.19%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.-5.3%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.-11.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 290.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% 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.β0.295-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

BuyOct 5William A NewlandsChair10.0K sh$201KSellJul 8Gary C. BhojwaniDirector20.2K sh$495K
+ 10 other (8 awards · 2 inkinds) 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
Free, forever. No credit card.

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-KMaterial agreementSep 308-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

HORMEL FOODS CORPORATION (HRL) entered into a material definitive agreement (8-K Item 1.01) filed on 2026-09-30. Also filed under: Regulation FD disclosure. The excerpt contains only the filing cover page; the full terms of the agreement are in the attached exhibit. Material definitive agreements are binding corporate commitments that can alter strategy, capital structure, or partnerships in ways that matter for equity holders.

3New insider — initial holdingsSep 183
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
+ 8 other (4 11-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Chili And Chickens: My Hurricane Survival Investmentsseekingalpha.com·21h agoHormel Foods (NYSE:HRL) Hits New 1-Year Low – Should You Sell?defenseworld.net·1d agoA 26% Dividend Yield After a 30% Stock Drop? These 5 Stocks Deserve Scrutiny247wallst.com·2d agoHormel Foods Releases 20th Annual Global Impact Reportprnewswire.com·3d agoCan Hormel Foods Keep Expanding Margins Despite Softer Retail Volumes?zacks.com·4d ago

More in Packaged Foods

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$KHC$CAG$CPB$GIS$DAR$MAMA$FRPT$WEST
Voices on X · top 2 · 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.

PrivacyTermsSupport