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SESENEB

Seneca Foods Corporation

$SENEB·$1.3B·Packaged Foods·Consumer Defensive
$184.06-1.8%YTD+68.3%1Y+72.6%
Price updated 2d ago·X counts updated 5h ago
SESENEB
$SENEBSeneca Foods Corporation
$184.06-1.79%1 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SENEB 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.

1X posts · last 7 days
Sep 10Sep 27

AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersCooling offAI verdict · as of 2026-09-27

Catching its breath after a run — could pick back up or fade from here.

Canned-vegetable Cinderella has run 73% in a year and Q1 finally missed by a hair — insider is now selling

Seneca Foods packages canned fruits and vegetables (Libby's, Aunt Nellie's, Green Valley) and the stock has moved +68% YTD / +73% t12m as a beneficiary of pantry-restocking and tariff dynamics on international canned imports.

  • Q1 fiscal 2027 EPS of $2.88 just barely missed the $2.92 estimate (-2.4%) and revenue $405M was up 36% YoY — the growth is still there but the peak earnings quarter appears to be behind (Q3 fiscal 2026 was $6.54 EPS).
  • On September 4 Dean Everett Erstad (officer) sold 1,587 shares at $206.16 for $327K — small in dollar terms but the first insider sell on file, and it came $22 above the current $184.06 price.
  • EV/EBITDA 7.5x and FCF yield 19% remain absurdly cheap for a business generating this cash — 2.35M Class B float means low liquidity but big moves on the way in and out.

Stock sits at 76% of 52-week range, above 200-day by 24% — the run has partially digested. The fundamentals still support the multi-year re-rating thesis; the near-term risk is that the packaged-food cycle rolls over faster than the market expects.

What to watch: Whether Q2 fiscal 2027 reaccelerates versus the sequential slowdown, and any further insider sales at levels above $200.

On the calendar: Q2 fiscal 2027 earnings on November 11, 2026.

Read the AI verdict on $SENEB

  • 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 $SENEB.

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 $SENEB

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

Industry benchmark

12-name peer basket
+17.4%YTD
+9.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
10.2How 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
18.8%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
0.7Same 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$3.69——
Q4 2025Feb 5, 2026$6.19——
Q3 2025Nov 5, 2025$3.46——
Next earningsWed, Nov 11·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.—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.76%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.+0.3%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.+23.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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 $SENEB 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-KCharter amendmentSep 218-K — Item 5.03: Charter amendment
AI summary

Seneca Foods Corporation (SENEB, Class B shares) filed an identical 8-K to its Class A shares (SENEA), reporting board approval of amendments to its Certificate of Incorporation on September 21, 2026. Amendments reduce Convertible Participating Preferred Stock authorized shares from 4,166,667 to 6,602 (reflecting 4,160,065 retired shares), delete the fully-retired Series 2003 Preferred Stock provisions, and update the registered office address. 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 (SENEB) held its 2026 Annual Meeting on August 6, 2026 with the same share structure as the SENEA filing: 5,221,238 Class A (0.05 votes/share) and 1,549,202 Class B (1 vote/share). This covers the same corporate event for the dual share class. 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.

Seneca Foods Reports Sales and Earnings for the Three Months Ended June 27, 2026globenewswire.com·52d ago

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Voices on X · last 7 days

No standout posts about $SENEB 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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