Q4 Financial Performance: Tyson Foods reported a Q4 non-GAAP EPS of $1.15, exceeding expectations by $0.32, while revenue of $13.86 billion fell short by $210 million, reflecting a 2.1% year-over-year increase.
Operational Outlook for Fiscal 2026: The company anticipates adjusted operating income of $2.1 billion to $2.3 billion, with expected sales growth of 2% to 4%, despite projected declines in beef production and varying performance in pork and chicken sectors.
Cash Flow and Debt Management: Cash provided by operating activities decreased by $435 million year-over-year to $2.155 billion, while free cash flow also declined to $1.177 billion; however, the company repurchased 3.5 million shares and reduced total debt by $957 million.
Future Projections: Tyson expects capital expenditures between $700 million to $1 billion for fiscal 2026, with a projected adjusted effective tax rate of approximately 25% and liquidity remaining above $1 billion.
Wall Street analysts forecast TSN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSN is 65.20 USD with a low forecast of 58.00 USD and a high forecast of 75.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast TSN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TSN is 65.20 USD with a low forecast of 58.00 USD and a high forecast of 75.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Buy
4 Hold
0 Sell
Moderate Buy
Current: 61.120
Low
58.00
Averages
65.20
High
75.00
Current: 61.120
Low
58.00
Averages
65.20
High
75.00
BMO Capital
Market Perform -> Outperform
upgrade
$60 -> $67
2026-01-08
Reason
BMO Capital
Price Target
$60 -> $67
AI Analysis
2026-01-08
upgrade
Market Perform -> Outperform
Reason
BMO Capital upgraded Tyson Foods to Outperform from Market Perform with a price target of $67, up from $60. The firm believes improving industry beef margins in the U.S., driven by capacity rationalization, will combine with solid chicken and pork fundamentals to create stronger earnings outlook for Tyson. This dynamic is not reflected in the shares, the analyst tells investors in a research note. BMO sees a favorable risk/reward at current levels.
BofA
Neutral
maintain
$58 -> $65
2025-12-19
Reason
BofA
Price Target
$58 -> $65
2025-12-19
maintain
Neutral
Reason
BofA raised the firm's price target on Tyson Foods to $65 from $58 and keeps a Neutral rating on the shares. Entering 2026, the largest unresolved question for staples remains consumption growth and valuations remain dispersed across the group, but "there feels little to get them off the sidelines in '26 until fundamentals signal a greater turning of the tide," the analyst tells investors in a year-ahead note for the consumer staples group.
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Piper Sandler
Michael Lavery
Neutral
maintain
$58 -> $61
2025-12-12
Reason
Piper Sandler
Michael Lavery
Price Target
$58 -> $61
2025-12-12
maintain
Neutral
Reason
Piper Sandler analyst Michael Lavery raised the firm's price target on Tyson Foods to $61 from $58 and keeps a Neutral rating on the shares. The firm believes Tyson looks set up well in Q1 2026, likely meeting or exceeding consensus expectations, keeping it on track for full year guidance.
BMO Capital
Andrew Strelzik
Market Perform
maintain
$53 -> $56
2025-11-11
Reason
BMO Capital
Andrew Strelzik
Price Target
$53 -> $56
2025-11-11
maintain
Market Perform
Reason
BMO Capital analyst Andrew Strelzik raised the firm's price target on Tyson Foods to $56 from $53 but keeps a Market Perform rating on the shares after its Q4 earnings beat. Better Chicken, Beef and International results more than offset softer Prepared Foods and Pork profits, the analyst tells investors in a research note. The firm adds however that it still expects declining EPS through at least FY27, reflecting normalizing Chicken fundamentals, increasing Beef pressure, and Prepared foods headwinds.
About TSN
Tyson Foods, Inc. is a food company. The Company has a portfolio of iconic products and brands, including Tyson, Jimmy Dean, Hillshire Farm, Ball Park, Wright, State Fair, Aidells and ibp. Its segments include Beef, Pork, Chicken and Prepared Foods. The Beef segment includes operations related to processing live-fed cattle and fabricating dressed beef carcasses into primal and sub-primal meat cuts and case-ready products. Its Pork segment includes operations related to processing live market hogs and fabricating pork carcasses into primal and sub-primal cuts and case-ready products. The Chicken segment includes domestic operations related to raising and processing live chickens into, and purchasing raw materials for fresh, frozen and value-added chicken products and sales from specialty products. The Prepared Foods segment includes operations related to manufacturing and marketing frozen and refrigerated food products and logistics operations to move products through the supply chain.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
