13FPulse
TS

TSN TYSON FOODS INC-CL A

2026Q2 · CUSIP 902494103 · Sector: Consumer

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
859
Institutions that reported holding it to the SEC
Net decrease in holders
34
Last quarter 893 → now 859
How unusual is that
Bottom 20%
Stronger than only 4% of US stocks
What the filings say, in one paragraph

859 funds held TSN at the end of 2026Q2, down 34 from the quarter before. Buying is stronger than only 3.7% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $55.7B(YoY +2.9%), the P/E is 34.0x, return on equity is 3.2%. TSN has had 23 buying rushes in its history, and the price moved +2.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=424 2013Q4: holders=439 2014Q1: holders=458 2014Q2: holders=475 2014Q3: holders=510 2014Q4: holders=550 2015Q1: holders=545 2015Q2: holders=559 2015Q3: holders=546 2015Q4: holders=589 2016Q1: holders=607 2016Q2: holders=618 2016Q3: holders=631 2016Q4: holders=626 2017Q1: holders=629 2017Q2: holders=623 2017Q3: holders=635 2017Q4: holders=704 2018Q1: holders=686 2018Q2: holders=685 2018Q3: holders=681 2018Q4: holders=681 2019Q1: holders=708 2019Q2: holders=750 2019Q3: holders=745 2019Q4: holders=774 2020Q1: holders=731 2020Q2: holders=733 2020Q3: holders=741 2020Q4: holders=798 2021Q1: holders=806 2021Q2: holders=820 2021Q3: holders=847 2021Q4: holders=937 2022Q1: holders=954 2022Q2: holders=932 2022Q3: holders=879 2022Q4: holders=871 2023Q1: holders=829 2023Q2: holders=772 2023Q3: holders=743 2023Q4: holders=758 2024Q1: holders=789 2024Q2: holders=774 2024Q3: holders=808 2024Q4: holders=831 2025Q1: holders=845 2025Q2: holders=832 2025Q3: holders=811 2025Q4: holders=857 2026Q1: holders=893 2026Q2: holders=859 -90 -45 +0 +45 +90 3816921002 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 23 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10% -11.2%
2025Q4 Top 20% +0.6% +4.2%
2025Q1 Top 20% +0.4% +2.1%
2024Q3 Top 10% -11.3% -5.6%
2024Q1 Top 10% -6.2% +4.6%
2022Q1 Top 20% +1.7% -3.0%
2021Q4 Top 5% -4.4% -9.8%
2021Q3 Top 10% +9.0% +13.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
305
Change in large funds
+24
Total value they hold
$14.8B
Funds buying for the first time
100
Funds that sold out entirely
134
Price change that quarter
-16.6%
Funds holding puts (bearish)
15
Funds holding calls (bullish)
18

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
34.0
EPS (TTM)
$1.62
EPS YoY
-26.4%
Revenue (TTM)
$55.7B
Revenue YoY
+2.9%
Net margin
1.0%
ROE
3.2%
Debt ratio
49.2%
FCF (TTM)
$1.2B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-02: EPS 3.71 2022-01-01: EPS 3.07 2022-04-02: EPS 2.28 2022-07-02: EPS 2.07 2022-10-01: EPS 1.50 2022-12-31: EPS 0.88 2023-04-01: EPS -0.28 2023-07-01: EPS -1.18 2023-09-30: EPS -1.29 2023-12-30: EPS 0.30 2024-03-30: EPS 0.41 2024-06-29: EPS 0.54 2024-09-28: EPS 1.00 2024-12-28: EPS 1.01 2025-03-29: EPS 0.02 2025-06-28: EPS 0.17 2025-09-27: EPS 0.13 2025-12-27: EPS 0.24 2026-03-28: EPS 0.73 2026-06-27: EPS 0.52 0B 7.2B 14.3B $B -1.42 1.33 4.08 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 25 6 61 117 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-647M259M1.2B 20162017201820192020202120222023202420252026
Latest quarter $-258M (2026-03-28)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-27 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.