SFDSFDConsumer Defensive · Packaged Foods

SFD Stock Forecast: Smithfield Foods, Inc. Price Predictions for 2026-2027

Last close, 18 Sept 2026
$20
+0.15% on the day

The 6 Wall Street analysts covering Smithfield Foods, Inc. hold a median 12-month price target of $28 — +41.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 35 of 100 as at 19 Sept 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$7.8B
Ticker Nerd rank
35 / 100
Median analyst target
$28
Analysts covering
6
Revenue$3.7B−2.3% y/y
Operating income$289.0M
Net income$239.0M
Free cash flow$192.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−2.2%
1M
−12.0%
YTD
−8.0%
1Y
−13.3%
From 52W high
−31.4%
From 52W low
+0.2%
$20
$29
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

SFD stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Smithfield Foods, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 19 Sept 2026
35 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Value
96
Volatility
62
Quality
49
Momentum
47
Revisions
41
Growth
40
Accruals
37
Issuance
36
Size
18

Value (96): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.

Issuance (36): The company has been issuing shares or taking on financing, diluting existing holders.

Size (18): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

SFD stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on SFD, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$22$24$26$28$30Oct 25Jan 26Apr 26Jul 26SFDHigh $29Median $28Low $22

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says6 analysts
5 Buy1 Hold0 Sell
Low $22Median $28High $29

The green dot is the last close — the median target sits +41.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 3 moved their price target up and 3 moved it down.

DateFirmActionRatingTarget
9 Sept 2026BarclaysMaintainsOverweight$31$29
12 Aug 2026BarclaysMaintainsOverweight$32$31
12 Aug 2026BarclaysMaintainsOverweight
2 July 2026B of A SecuritiesMaintainsBuy$33$32
2 July 2026B of A SecuritiesMaintainsBuy
29 Apr 2026BarclaysMaintainsOverweight
25 Mar 2026Morgan StanleyMaintainsOverweight
8 Oct 2025B of A SecuritiesMaintainsBuy
13 Aug 2025BarclaysMaintainsOverweight
13 Aug 2025Morgan StanleyMaintainsOverweight
13 Aug 2025UBSMaintainsBuy
24 Feb 2025B of A SecuritiesInitiatesBuy
24 Feb 2025BarclaysInitiatesOverweight
24 Feb 2025CitigroupInitiatesBuy
24 Feb 2025Goldman SachsInitiatesBuy
24 Feb 2025Morgan StanleyInitiatesOverweight
14 June 2013DA DavidsonDowngradeNeutral
30 May 2013BMO CapitalDowngradeMarket Perform$28$34
30 May 2013Stephens & Co.DowngradeEqual-Weight$30$34
29 May 2013DA DavidsonMaintainsBuy$32$38

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SFD appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

SFD vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 18 Sept 2026, Smithfield Foods, Inc. returned −13.3% against +16.3% for the S&P 500, dividends included.

SFD vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120130Oct 25Jan 26Apr 26Jul 26SFDS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

SFD analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
−17.8%
Analysts raising
0
Analysts cutting
4
Fundamentals

Smithfield Foods, Inc. (SFD) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
7.4×

Cheaper than 62% of US stocks

Price / sales
0.5×

Cheaper than 82% of US stocks

Price / book
1.1×

Cheaper than 69% of US stocks

EV / EBITDA
5.4×

Cheaper than 52% of US stocks

Growth & margins
Revenue growth (YoY)
−2.3%

Higher than 24% of US stocks

Earnings growth (YoY)
26.6%

Higher than 63% of US stocks

Gross margin
12.9%

Higher than 12% of US stocks

Operating margin
8.4%

Higher than 61% of US stocks

Net margin
6.8%

Higher than 64% of US stocks

Returns & dividend
Return on equity
15.5%

Higher than 75% of US stocks

Return on assets
7.3%

Higher than 86% of US stocks

Dividend yield
6.3%

Higher than 85% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Smithfield Foods, Inc. (SFD) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Smithfield Foods, Inc. has a market value of $7.8B and an enterprise value of $9.2B.

  • Revenue in the twelve months to 30 June 2026: $15.5B. The latest quarter shrank 2.3% year on year.

  • Net income over the same four quarters: $1.1B, a 6.9% net margin.

  • Free cash flow in the twelve months to 30 June 2026: $807.0M, after $348.0M of capital spending.

  • Shares outstanding: 393.8M.

  • Trailing P/E: 7.4×; forward P/E: 8.8× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 6.30%, paying out 42% of earnings.

  • Smithfield Foods, Inc. employs 34,000 people $455K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 19 Sept 2026

Data provided by Twelve Data

Peers

SFD vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelPackaged Foods
CompanyMarket capTKN rank
SFDSmithfield Foods, Inc.$7.8B
35
CAGConagra Brands, Inc.$7.2B
56
PPCPilgrim's Pride Corp.$7.1B
53
LWLamb Weston Holdings, Inc.$6.4B
78
INGRIngredion, Inc.$6.2B
55
CPBThe Campbell's Co.$6.2B
35
DARDarling Ingredients, Inc.$10.3B
94

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Smithfield Foods, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest SFD news & analysis

Smithfield Foods Celebrates 90-Year American Heritage

GlobeNewsWire · 16 Sept 2026positive

Smithfield Foods, Inc. (Nasdaq: SFD) celebrated its 90th year in business on September 16, 2026, at the site in Smithfield, Virginia where the company originally began in 1936. The company is described as an American food industry leader in value-added packaged meats and fresh pork.

Why it matters — The milestone highlights Smithfield's long-standing American heritage and business longevity, reinforcing its established market position for investors watching the company.

Graham Value All-Stars (GVAS) Emit 10 Brilliant September Buys

Seeking Alpha · 12 Sept 2026neutral

The Seeking Alpha article announces the September Graham Value All-Stars portfolio, which identifies 10 fair-priced large-cap value stocks with strong dividend yields and positive free cash flow margins. It notes projected average net gains of 36.8% by September 2027 and lower volatility for the selected stocks.

Why it matters — SFD watchers would care because this article signals which value stocks are attracting attention from a value-focused investing strategy, potentially including Smithfield Foods or its competitors.

Smithfield Foods, Inc. (SFD) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

Seeking Alpha · 10 Sept 2026neutral

Smithfield Foods, Inc. presented at the Barclays 19th Annual Global Consumer Staples Conference, with a transcript of the presentation published by Seeking Alpha. The item relays the company's appearance at the investor event.

Why it matters — A SFD watcher would care because the presentation gives investors insight into the company's strategy and performance as conveyed by management at a major industry conference.

Smithfield® Expands Commonwealth Clash Presenting Sponsorship with New Fan and Community Initiatives

GlobeNewsWire · 9 Sept 2026neutral

Smithfield announced it will continue as the presenting sponsor of the Commonwealth Clash, the annual University of Virginia versus Virginia Tech rivalry, for the 2026–27 season, adding new fan and community initiatives.

Why it matters — This reflects Smithfield's ongoing brand-marketing and community-engagement efforts, which could matter to those tracking its sponsorship and consumer-facing initiatives.

Smithfield Foods expects to swing to third-quarter operating loss in fresh pork business

Reuters · 8 Sept 2026negative

Smithfield Foods announced that its fresh pork segment is expected to swing to an adjusted operating loss in the third quarter, citing persistent pressure from lower hog prices and a shrinking industry market spread amid cautious consumer spending.

Why it matters — This signals a deterioration in a core business segment for SFD, driven by market and demand headwinds that could weigh on its near-term results.

FAQ

Frequently asked questions about SFD stock

What is the SFD stock price forecast for 2026-2027?

The 6 Wall Street analysts covering Smithfield Foods, Inc. have a median 12-month price target of $28, with estimates ranging from $22 to $29. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SFD stock a buy right now?

Of the 6 analysts covering Smithfield Foods, Inc., 5 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Smithfield Foods, Inc. 35 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SFD?

As at 19 Sept 2026, Smithfield Foods, Inc. ranks 35 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (96 of 100).

Will SFD stock go up?

No one can know that. What the data says: the median 12-month target from 6 analysts implies +41.3% from the last close, and Ticker Nerd's factor model ranks Smithfield Foods, Inc. 35 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the SFD stock forecast for 2030?

No analyst covering Smithfield Foods, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SFD are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $22 to $29 over the next 12 months.

How has SFD stock performed over the past year?

Smithfield Foods, Inc. returned -13.3% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Smithfield Foods, Inc. do?

Smithfield Foods, Inc. is an American food company focused on packaged meats, fresh pork, and hog production.

What is the latest news on SFD?

The most recent item we track (GlobeNewsWire, 16 Sept 2026): "Smithfield Foods Celebrates 90-Year American Heritage". Smithfield Foods, Inc. (Nasdaq: SFD) celebrated its 90th year in business on September 16, 2026, at the site in Smithfield, Virginia where the company originally began in 1936. The company is described as an American food industry leader in value-added packaged meats and fresh pork.

Company

About Smithfield Foods, Inc.

Smithfield Foods, Inc. is an American food company focused on packaged meats, fresh pork, and hog production. The company supplies a broad range of products including bacon, ham, sausage, hot dogs, deli meats, prepared foods, and fresh pork cuts under brands such as Smithfield, Eckrich, Farmland, Armour, and Nathan’s Famous. Its business is organized around three main segments: Packaged Meats, Fresh Pork, and Hog Production, creating an integrated model that connects farming, processing, and branded food distribution. Smithfield Foods serves retail, foodservice, and commercial customers through a diversified portfolio that plays a significant role in the pork supply chain and the broader packaged foods market. Headquartered in Smithfield, Virginia, the company is a major participant in meat processing and protein production in the United States.

CEO Mr. Charles Shane Smith · 34,000 employees · United States · https://www.smithfieldfoods.com