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SESENEA

Seneca Foods Corporation

$SENEA·$1.2B·Packaged Foods·Consumer Defensive
$181.36-0.6%YTD+64.3%1Y+70.5%
Price updated 5h ago·X counts updated 2d ago
SESENEA
$SENEASeneca Foods Corporation
$181.36-0.64%5 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SENEA 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.

5X posts · last 7 days
Sep 12Sep 27

AI verdictAI analysisGenerated by AI from underlying data

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

Driven by hypeAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

Seneca Foods is up 65% YTD on strong Q1 revenue growth — a $1.25B packaged-foods compounder with 20% free-cash-flow yield and tiny float.

Seneca Foods is a $1.25B-cap packaged-foods producer whose earnings power has re-accelerated on operational execution and pricing.

  • Up 65% year to date and 72% over the last twelve months, at 75% of its 52-week range and 22% above the 200-day moving average.
  • Fiscal Q1 revenue $405M grew 36% year over year at 12% gross margin and 6% operating margin, EPS $2.88 and $92M of free cash flow.
  • Q4 revenue $394M grew 14% year over year — Q1 acceleration was material.
  • Trailing P/E 10 and free-cash-flow yield 20% — genuinely cheap on absolute measures.
  • Debt-to-equity 0.27 and beta -0.07 — clean balance sheet with defensive tape behavior.
  • Analyst-covered next-year consensus is $13.83 EPS on $1.89B revenue.
  • Tiny 5.9M share float — moves come with amplification.

November 4 earnings (est. $3.82 EPS) will test whether Q1's revenue-growth pattern continues and whether operating margin lifts further.

What to watch: November 4 print — revenue growth staying above 20%, operating margin trend, and any updated commentary on packaged-foods pricing and volume mix.

On the calendar: 2026-11-04 — fiscal Q2 earnings

no sentiment sampletiny float

Read the AI verdict on $SENEA

  • 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
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What it does

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

US private-label canned and frozen fruits and vegetable producer supplying major food retailers across North America.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $SENEA

Neutral — US private-label canned and frozen fruits and vegetable producer supplying major food retailers across North America.

Industry benchmark

13-name peer basket
+14.2%YTD
+5.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
9.5How 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
10.8%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
8.6%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
20.2%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
0.6Same 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
16.4%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
13.4%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
0.3Total 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 6, 2026$2.85$2.92-2.4%
Q1 2026Jun 11, 2026$3.67——
Q4 2025Feb 5, 2026$6.19——
Q3 2025Nov 5, 2025$3.46——
Next earningsWed, Nov 4·consensus EPS $3.82

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$405.2M+36.2%11.8%6.5%$2.88$91.9M
Q4 FY26$393.8M+13.9%11.2%6.0%$3.73$93.1M
Q3 FY26$508.3M+1.1%16.4%11.8%$6.54$22.9M
Q2 FY26$460.0M+8.1%13.4%9.0%$4.33$21.8M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$1.9B$1.9B – $1.9B$13.83$13.83 – $13.831
FY28$1.9B$1.9B – $1.9B$14.57$14.57 – $14.571
FY29$2.0B$2.0B – $2.0B$15.38$15.38 – $15.381
FY30$1.8B$1.8B – $1.8B$13.08$13.08 – $13.081
FY31$1.8B$1.8B – $1.8B$13.78$13.78 – $13.781

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.1.6×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.74%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.-1.3%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.+20.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 5.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% 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.β-0.075-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

SellSep 4Erstad Dean EverettSenior VP Sales & Marketing1.6K sh$327KBuyAug 26Michael S WolcottCFO15.2K sh$4K
+ 6 other (5 awards · 1 gift) in window

See when $SENEA 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-KCharter amendmentSep 218-K — Item 5.03: Charter amendment
AI summary

Seneca Foods Corporation (SENEA) amended its New York Certificate of Incorporation on September 21, 2026, following board approval. The amendments (i) reduced authorized Convertible Participating Preferred Stock from 4,166,667 to 6,602 shares, reflecting 4,160,065 previously retired and canceled shares; (ii) deleted the Series 2003 Preferred Stock provisions entirely, as all 967,742 shares were previously retired; and (iii) updated the registered office address. No financial consideration was involved. This is a routine administrative housekeeping filing with no economic impact on shareholders.

8-KShareholder voteAug 118-K — Item 5.07: Shareholder vote
AI summary

Seneca Foods (SENEA) held its 2026 Annual Meeting on August 6, 2026. Shares outstanding at record date: 5,221,238 Class A (0.05 votes/share), 1,549,202 Class B (1 vote/share), and 10% Cumulative Convertible Voting Preferred Stock. Specific vote tallies are in Exhibit 99.1.

+ 11 other (3 S-8s · 1 PRE 14A · 1 13G · 1 10-Q) in window

Recent news

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

Engineers Gate Manager LP Reduces Stake in Seneca Foods Corp. $SENEAdefenseworld.net·5d agoAnalyzing Seneca Foods (NASDAQ:SENEA) & Marzetti (NASDAQ:MZTI)defenseworld.net·22d agoJim Cramer: This Health Care Stock Is Pure Spec, The Only Neocloud I Like Isbenzinga.com·26d agoEven After Doubling, Seneca Foods Corporation Offers Tasty Upsideseekingalpha.com·38d agoChuck Royce's Second Quarter 2026 13F: Catalyst Pharmaceuticals Reduction Leads Portfolio Shiftsgurufocus.com·47d ago

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Voices on X · last 7 days

No standout posts about $SENEA on X in the 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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