Company Dossier · Consumer Staples
Hormel Foods
- S&P 500
- Russell 1000
What Hormel Foods is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 26, 2026: $12.2 billion, up 0.7% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 26, 2026: $0.78 billion, up 24% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 26, 2026: $0.31 billion, up 3.3% from a year earlier.SEC EDGAR filings (XBRL)
- Latest earnings call or results release (August 27, 2026): sentiment 0.20 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 2 outlook figures raised, 4 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed December 5, 2025): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $0.5 million on the open market.SEC Form 4
- 627 institutional managers reported a position at June 30, 2026 (−9 on the quarter before).SEC Form 13F
- Headlines in the last 30 days: 6, of which 0 read positive and 0 negative.Palanor headline tone
Company Posture
How Company Posture is measured →What Hormel Foods is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending45th pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings73rd pct
- Deals and private raises49th pct
- Patent publications4th pct
Confident ↔ Hedging
Mixed
- Call sentiment47th pct
- Call confidence71st pct
- Guidance changes9th pct
- Risk factors added61st pct
- Insider open-market trades80th pct
- − Guidance changes
- + Insider open-market trades
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver68th pct
- Stress filings48th pct
Credit
How these are built →Hormel Foods's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$2.9B
- Due within a year $0.5B
- Longer term $2.4B
- Default point $1.7B (short + ½ long)
Finance leases included · Jul 26, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Mar 5, 2024 | $500M | 4.800% | 2027 (3y) | +50bp | 4.833% |
| Mar 5, 2024 | $500M | 4.800% | 2027 (3y) | +50bp | 4.833% |
From the pricing term sheets Hormel Foods filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Hormel Foods, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralHormel Foods: A High-Yield Dividend King At A 13-Year Low (NYSE:HRL)
seekingalpha.com · via Marketaux · Oct 7, 2026
- NeutralHormel Foods Stock: Purchase Doesn't Make Firm Appetizing Enough (NYSE:HRL)
seekingalpha.com · via Marketaux · Oct 1, 2026
- NeutralHormel Foods Corporation (HRL) Brakebush Brothers, Inc., - M&A Call - Slideshow (NYSE:HRL) 2026-09-30
seekingalpha.com · via Marketaux · Sep 30, 2026
- NeutralHormel Foods (HRL) to Acquire Brakebush Brothers for $1.06B, Boosting Foodservice Presence
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralHormel Foods Corp and Brakebush Brothers Inc Acquisition Call Transcript
gurufocus.com · via Marketaux · Sep 30, 2026
- NeutralHormel expects the Brakebush acquisition to boost profits over time (HRL:NYSE)
seekingalpha.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 15, 2026LobbyingLobbying report (THE RUSSELL GROUP, INC.)third_quarter 2026 · $0.1 million
- Oct 15, 2026LobbyingLobbying report (HORMEL FOODS CORPORATION)third_quarter 2026 · $0.2 million
- Sep 30, 20268-KMaterial agreement signedItem 1.01
- Aug 24, 20268-KDirector or officer changeItem 5.02
- Jul 28, 20268-KDirector or officer changeItem 5.02
- Jul 16, 2026LobbyingLobbying report (THE RUSSELL GROUP, INC.)second_quarter 2026 · $0.1 million
- Jul 8, 2026LobbyingLobbying report (HORMEL FOODS CORPORATION)second_quarter 2026 · $0.2 million
- Jun 17, 2026Federal awardFederal award from Department of Agriculture$10.1 million
- Jun 12, 20268-KDirector or officer changeItem 5.02
- Apr 15, 2026LobbyingLobbying report (THE RUSSELL GROUP, INC.)first_quarter 2026 · $0.1 million
- Apr 13, 2026LobbyingLobbying report (HORMEL FOODS CORPORATION)first_quarter 2026 · $0.2 million
- Feb 13, 20268-KDirector or officer changeItem 5.02
- Feb 2, 20268-KDirector or officer changeItem 5.02
- Feb 2, 20268-KShareholder vote resultsItem 5.07
- Jan 20, 2026LobbyingLobbying report (THE RUSSELL GROUP, INC.)fourth_quarter 2025 · $0.1 million
- Jan 12, 2026LobbyingLobbying report (HORMEL FOODS CORPORATION)fourth_quarter 2025 · $0.2 million
- Dec 5, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Nov 4, 20258-KExit or restructuring costsItem 2.05
- Oct 31, 20258-KDirector or officer changeItem 5.02
- Oct 29, 20258-KDirector or officer changeItem 5.02
- Sep 17, 2025Trademark
- Jul 22, 2025Risk event
- Jun 23, 20258-KDirector or officer changeItem 5.02
- May 16, 20258-KDirector or officer changeItem 5.02
- Apr 25, 2025Trademark
- Mar 26, 20258-KMaterial agreement signedItem 1.01
- Mar 20, 20258-KDirector or officer changeItem 5.02
- Jan 31, 20258-KShareholder vote resultsItem 5.07
- Jan 14, 20258-KDirector or officer changeItem 5.02
- Dec 5, 202410-KAnnual report (10-K)4 risk factors added, 1 removed
- Nov 13, 2024Risk event
- Dec 6, 202310-KAnnual report (10-K)1 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Hershey Company (The) HSY | $12.2B | $2.2B | Jun 28, 2026 |
| Conagra Brands CAG | $11.2B | $0.9B | Aug 30, 2026 |
| Campbell Soup Company CPB | $9.7B | $0.7B | Aug 2, 2026 |
| Smithfield Foods SFD | $15.5B | — | Jun 28, 2026 |
| J.M. Smucker Company (The) SJM | $9.2B | $1.6B | Jul 31, 2026 |
| Post Holdings POST | $8.4B | $0.6B | Jun 30, 2026 |
| General Mills GIS | $18.3B | $1.6B | Aug 30, 2026 |
| Pilgrim's Pride PPC | $18.4B | $0.8B | Jun 28, 2026 |