Insiders Purchase Shares of FXG ETF Holdings
Insider Buying Activity: The First Trust Consumer Staples AlphaDEX Fund (FXG) has 18.7% of its weighted holdings showing insider buying in the last six months.
Smithfield Foods Holdings: Smithfield Foods Inc (SFD), making up 3.96% of FXG, has had 7 directors and officers purchase shares recently, with the ETF holding $10,161,085 worth of SFD.
Celsius Holdings Activity: Celsius Holdings Inc (CELH), the #25 largest holding in FXG, has seen 2 directors and officers file Form 4s for recent purchases, with the ETF holding $6,074,797 worth of CELH.
General Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
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- Sales Comparison: Smithfield Foods reported net sales of USD 4,200 million in Q4, surpassing Ibes' estimate of USD 4,138 million.
- Financial Performance: The sales figures indicate a strong performance for Smithfield Foods in the fourth quarter, exceeding market expectations.
- Earnings Release Date: Smithfield Foods, Inc. is set to release its Q4 earnings on March 24, which will provide crucial insights into the company's financial health and help investors assess its future performance.
- Earnings Expectations: Analysts anticipate earnings of 68 cents per share, a figure that will influence market perceptions of the company's profitability and could impact its stock price trajectory.
- Revenue Forecast: The company is expected to report revenue of $4.15 billion for the fourth quarter, a number that reflects market assessments of demand for its products and may affect investor confidence.
- Market Reaction: Following the earnings release, investors will closely monitor the variance between actual results and expectations to gauge the company's performance in the highly competitive food industry and its future growth potential.

Company Overview: Smithfield Foods is a major player in the food industry, known for its meat products.
Target Price Increase: Morgan Stanley has raised the target price for Smithfield Foods from $29.00 to $31.00.
- Market Performance: On Tuesday, the S&P 500 Index fell by 0.37%, the Dow Jones Industrial Average decreased by 0.18%, and the Nasdaq 100 Index dropped by 0.77%, reflecting investor concerns over the ongoing conflict in Iran and a general decline in market sentiment.
- Oil Price Fluctuations: WTI crude oil prices surged over 4%, reaching elevated levels due to Iran's missile and drone strikes on Israel and US bases, raising fears about energy supply disruptions that could impact global economic recovery.
- Economic Data: Despite market pressures, Q4 nonfarm productivity remained at 1.8%, while unit labor costs were revised up to 4.4%, exceeding expectations, indicating resilience in the economic fundamentals that may provide some support to the stock market.
- International Tensions: Reports of Saudi Arabia and the UAE aligning with the Iran conflict have heightened market anxiety, as investors are closely monitoring the potential for increased US military deployment, which could escalate tensions and affect global market stability.
- Record Profit Growth: Smithfield Foods reported an adjusted operating profit of $1.3 billion for 2025, marking a 30% increase from the previous year, with profit margins expanding from 7.2% in 2024 to 8.6%, indicating strong market performance and enhanced profitability.
- Segment Performance: The Packaged Meats segment achieved over $1 billion in operating profit for the fourth consecutive year, showcasing resilience despite a $525 million increase in raw material costs, reflecting the company's competitive strength in a high-cost environment.
- Financial Stability: The company's net debt to adjusted EBITDA ratio stood at 0.3x at the end of 2025, demonstrating strong financial flexibility to navigate future market challenges and uncertainties effectively.
- Commitment to Shareholder Returns: Smithfield announced a quarterly dividend of $0.3125 per share for 2026, with an anticipated annual dividend of $1.25 per share, reflecting a strong commitment to returning value to shareholders while showcasing ongoing profitability and cash flow strength.

- Outstanding Financial Performance: In fiscal year 2025, Smithfield Foods reported an adjusted operating profit of $1.3 billion, a 30% increase from 2024, with profit margins expanding from 7.2% to 8.6%, demonstrating robust growth and profitability across all business segments.
- Acquisition Strategy: The company announced a definitive agreement to acquire Nathan's Famous for $102 per share, expecting the deal to be immediately accretive to earnings, thereby strengthening its brand position in core markets and enhancing competitive advantage.
- Investment in New Facilities: Smithfield plans to invest up to $1.3 billion in a new processing facility in Sioux Falls, South Dakota, aimed at improving production efficiency and driving future business growth, marking a significant investment in American agriculture.
- Optimistic Future Outlook: Management projects low single-digit sales growth for fiscal 2026, with adjusted operating profit guidance ranging from $1.325 billion to $1.475 billion, reflecting confidence in continued margin expansion and market share growth while closely monitoring consumer trends and geopolitical risks.








