Tyson Foods (NYSE:TSN) Announces Earnings Results

Posted by Brenda Bartman on Feb 3rd, 2026

Tyson Foods (NYSE:TSN – Get Free Report) announced its earnings results on Monday. The company reported $0.97 EPS for the quarter, missing analysts’ consensus estimates of $1.01 by ($0.04), FiscalAI reports. Tyson Foods had a net margin of 0.87% and a return on equity of 7.95%. The business had revenue of $14.31 billion during the quarter, compared to analysts’ expectations of $14.11 billion. During the same period in the previous year, the company posted $1.14 earnings per share. Tyson Foods’s quarterly revenue was up 5.1% on a year-over-year basis.

Here are the key takeaways from Tyson Foods’ conference call:

Sales grew to $14.3 billion (up 6.2% YoY) as Tyson’s branded and fresh offerings gained share — Prepared Foods and Chicken delivered strong volumes and market-share wins, with Chicken segment operating income at $459 million and Prepared Foods at $338 million.
Tyson announced a right-sizing of its beef footprint (closing Lexington, NE and cutting Amarillo shifts) and expects the Beef segment to post a loss of $500 million–$250 million for the year due to tight cattle supplies.
The company changed its reporting metric from Adjusted Operating Income to Segment Operating Income (excluding corporate expenses and amortization) to align investor visibility with how management evaluates business performance.
Balance-sheet and cash improvements: Q1 operating cash flow was $942 million with roughly $700 million of free cash flow, net leverage fell to 2.0x, gross debt was reduced by $1.4 billion year-over-year, and FY free cash flow is guided to $1.1–$1.7 billion.
Profitability pressure persisted in Q1 as total company Segment Operating Income declined 12% to $811 million and adjusted EPS fell to $0.97 (down 15%), driven largely by beef headwinds and a higher tax rate.

Tyson Foods Stock Performance

Shares of NYSE:TSN opened at $65.65 on Tuesday. The company has a market capitalization of $23.18 billion, a price-to-earnings ratio of 49.36, a P/E/G ratio of 1.47 and a beta of 0.48. The firm’s 50 day simple moving average is $59.24 and its 200 day simple moving average is $56.02. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.55 and a quick ratio of 0.66. Tyson Foods has a fifty-two week low of $50.56 and a fifty-two week high of $66.15.

Tyson Foods Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be issued a $0.51 dividend. This is a boost from Tyson Foods’s previous quarterly dividend of $0.50. This represents a $2.04 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date is Friday, February 27th. Tyson Foods’s dividend payout ratio is currently 153.38%.

Insiders Place Their Bets

In related news, Chairman John H. Tyson sold 100,301 shares of the business’s stock in a transaction that occurred on Friday, November 28th. The stock was sold at an average price of $58.05, for a total value of $5,822,473.05. Following the completion of the transaction, the chairman directly owned 2,989,415 shares in the company, valued at approximately $173,535,540.75. The trade was a 3.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Curt Calaway sold 6,539 shares of Tyson Foods stock in a transaction that occurred on Tuesday, November 25th. The shares were sold at an average price of $57.19, for a total transaction of $373,965.41. Following the completion of the transaction, the chief financial officer directly owned 31,833 shares in the company, valued at approximately $1,820,529.27. The trade was a 17.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 2.11% of the company’s stock.

Institutional Investors Weigh In On Tyson Foods

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. Brown Brothers Harriman & Co. grew its holdings in Tyson Foods by 110.3% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 732 shares of the company’s stock valued at $40,000 after buying an additional 384 shares in the last quarter. Triumph Capital Management acquired a new position in shares of Tyson Foods in the third quarter valued at about $57,000. CIBC Private Wealth Group LLC increased its position in Tyson Foods by 10.6% during the third quarter. CIBC Private Wealth Group LLC now owns 1,862 shares of the company’s stock worth $101,000 after acquiring an additional 179 shares during the period. Larson Financial Group LLC raised its stake in Tyson Foods by 14.5% in the 3rd quarter. Larson Financial Group LLC now owns 1,928 shares of the company’s stock worth $105,000 after purchasing an additional 244 shares in the last quarter. Finally, Parallel Advisors LLC boosted its holdings in Tyson Foods by 23.6% in the 3rd quarter. Parallel Advisors LLC now owns 3,203 shares of the company’s stock valued at $174,000 after purchasing an additional 612 shares during the period. Institutional investors own 67.00% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Barclays set a $78.00 price objective on shares of Tyson Foods and gave the company an “overweight” rating in a research report on Tuesday. Zacks Research raised Tyson Foods from a “strong sell” rating to a “hold” rating in a report on Thursday, October 30th. BMO Capital Markets set a $67.00 price objective on Tyson Foods and gave the stock an “outperform” rating in a report on Thursday, January 8th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Tyson Foods in a research note on Monday, December 29th. Finally, Bank of America dropped their target price on shares of Tyson Foods from $59.00 to $58.00 and set a “neutral” rating for the company in a research report on Wednesday, October 8th. Three research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $62.18.

Read Our Latest Report on Tyson Foods

Key Stories Impacting Tyson Foods

Here are the key news stories impacting Tyson Foods this week:

Positive Sentiment: Q1 revenue beat and segment strength: Net sales rose to $14.31B (+5.1% Y/Y) with prepared foods and chicken driving growth, helping revenue to top Street forecasts and underpinning the quarter. Tyson Foods beats Q1 expectations as prepared foods, chicken segments shine
Positive Sentiment: Market reaction: The stock rallied to a 52‑week high after the results, signaling investor appetite for the revenue beat and segment momentum. Tyson Foods rallies to a 52-week high after earnings topper
Positive Sentiment: Income/dividend story supports longer-term case: Analysts and commentator pieces highlight improving cash flow, sustainable dividend yield and buybacks as reasons institutional/income investors may continue to support the share price. Why Tyson Foods Looks Like a Tasty Treat for Income Investors Right Now
Neutral Sentiment: Earnings call and management commentary: Transcripts and slide deck reiterate segment-level detail, cost dynamics and guidance assumptions — useful for modelling but not materially changing the headline reaction beyond the print. Tyson Foods (TSN) Q1 2026 Earnings Call Transcript
Negative Sentiment: Profitability and EPS softness: Adjusted EPS was $0.97 (down Y/Y) and adjusted operating income moderated (non‑GAAP adjusted op income declined), reflecting weaker beef results and margin pressure — a constraint on near-term earnings growth. Tyson Foods Reports First Quarter 2026 Results
Negative Sentiment: Analyst caution on valuation and beef recovery: Some analysts flag a slow beef recovery and view the name as fairly valued absent stronger margin improvement, which could cap multiple expansion. Tyson Foods: Fairly Valued Given Slow Recovery In Beef (Downgrade)

Tyson Foods Company Profile

(Get Free Report)

Tyson Foods, Inc (NYSE: TSN) is a multinational food company primarily engaged in the production, processing and marketing of protein-based and prepared food products. Founded in 1935 and headquartered in Springdale, Arkansas, the company is one of the world’s largest processors of chicken, beef and pork. Its operations span live animal procurement and farming relationships through slaughter, further processing and distribution, supplying raw protein and value-added prepared foods to retail, foodservice and industrial customers.

The company’s product portfolio covers fresh and frozen meats, branded and private-label prepared foods, and a range of value-added items such as ready-to-eat and ready-to-cook meals, snack and sandwich meats.