SFDConsumer Defensive · Packaged FoodsThe 6 Wall Street analysts covering Smithfield Foods, Inc. hold a median 12-month price target of $30 — +34.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 38 of 100 as at 22 Aug 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (97): 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 (17): 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.
The bullish and bearish analyst opinions on SFD, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +34.5% from it.
Of the 20 most recent actions, 4 moved their price target up and 2 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Aug 2026 | Barclays | Maintains | Overweight | $32 → $31 |
| 2 July 2026 | B of A Securities | Maintains | Buy | $33 → $32 |
| 2 July 2026 | B of A Securities | Maintains | Buy | — |
| 29 Apr 2026 | Barclays | Maintains | Overweight | — |
| 25 Mar 2026 | Morgan Stanley | Maintains | Overweight | — |
| 8 Oct 2025 | B of A Securities | Maintains | Buy | — |
| 13 Aug 2025 | Barclays | Maintains | Overweight | — |
| 13 Aug 2025 | Morgan Stanley | Maintains | Overweight | — |
| 13 Aug 2025 | UBS | Maintains | Buy | — |
| 24 Feb 2025 | B of A Securities | Initiates | Buy | — |
| 24 Feb 2025 | Barclays | Initiates | Overweight | — |
| 24 Feb 2025 | Citigroup | Initiates | Buy | — |
| 24 Feb 2025 | Goldman Sachs | Initiates | Buy | — |
| 24 Feb 2025 | Morgan Stanley | Initiates | Overweight | — |
| 14 June 2013 | DA Davidson | Downgrade | Neutral | — |
| 30 May 2013 | BMO Capital | Downgrade | Market Perform | $28 → $34 |
| 30 May 2013 | Stephens & Co. | Downgrade | Equal-Weight | $30 → $34 |
| 29 May 2013 | DA Davidson | Maintains | Buy | $32 → $38 |
| 15 May 2013 | BB&T Capital | Downgrade | Hold | — |
| 11 Mar 2013 | B of A Securities | Upgrade | Neutral | $20 → $26 |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 24 Aug 2026, Smithfield Foods, Inc. returned −9.9% against +19.6% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 62% of US stocks
Cheaper than 81% of US stocks
Cheaper than 65% of US stocks
Cheaper than 51% of US stocks
Higher than 24% of US stocks
Higher than 64% of US stocks
Higher than 13% of US stocks
Higher than 61% of US stocks
Higher than 64% of US stocks
Higher than 75% of US stocks
Higher than 86% of US stocks
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.
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 $8.8B and an enterprise value of $10.1B.
Revenue in the twelve months to 31 Mar 2026: $15.6B. The latest quarter shrank 2.3% year on year.
Net income over the same four quarters: $1.0B, a 6.6% net margin.
Free cash flow in the twelve months to 31 Mar 2026: $810.0M, after $350.0M of capital spending.
Trailing P/E: 8.3×; forward P/E: 9.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 5.62%, paying out 42% of earnings.
Smithfield Foods, Inc. employs 34,000 people — $458K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Smithfield Foods reported second-quarter sales and earnings that exceeded Wall Street expectations. However, the company guided for weaker performance in the second half of the year and lowered its full-year guidance.
Why it matters — A Smithfield watcher would note that despite the Q2 beat, the company's reduced full-year outlook signals expected softening in the remainder of the year.
A Benzinga article highlights the most oversold stocks in the consumer staples sector, framing them as an opportunity to buy into undervalued companies this quarter.
Why it matters — As a consumer staples company, Smithfield Foods would be among the sector names that watchers evaluate when considering oversold, undervalued opportunities.
The August Graham Value All-Stars list highlights 42 large-cap value stocks focused on high-yield "dividend dogs" with strong relative value metrics. Twelve of the 21 "safer" stocks are described as fairly priced and ideal for purchase, based on positive free cash flow yields and dividend safety.
Why it matters — SFD watchers may find the article relevant as context for the current large-cap value and high-dividend investment environment, although the excerpt makes no explicit mention of Smithfield Foods.
Eckrich, a brand known for smoked sausages and deli meats, announced a new collaboration with the Big Ten Conference, becoming its official smoked sausage and deli meat partner.
Why it matters — Since Eckrich is a Smithfield Foods brand, this conference-wide partnership could raise the brand's visibility and reach among a large regional audience.
Smithfield Foods reported its Q2 results and lowered its forecast to a more muted outlook, including expectations for flat sales for the year. The guidance downgrade follows a more challenging operating environment marked by more selective consumer shopping patterns, and shares declined following the release, extending recent losses.
Why it matters — A Smithfield watcher would care because the lowered guidance and flat sales outlook signal a tougher demand environment as consumers become more selective in their purchasing patterns.
The 6 Wall Street analysts covering Smithfield Foods, Inc. have a median 12-month price target of $30, with estimates ranging from $26 to $35. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
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. 38 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Aug 2026, Smithfield Foods, Inc. ranks 38 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 (97 of 100).
No one can know that. What the data says: the median 12-month target from 6 analysts implies +34.5% from the last close, and Ticker Nerd's factor model ranks Smithfield Foods, Inc. 38 out of 100 as at 22 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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: $26 to $35 over the next 12 months.
Smithfield Foods, Inc. returned -9.9% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Smithfield Foods, Inc. is a leading American packaged meats and fresh pork producer operating through three core business segments.
The most recent item we track (The Motley Fool, 16 Aug 2026): "Why Smithfield Foods Stock Sank This Week". Smithfield Foods reported second-quarter sales and earnings that exceeded Wall Street expectations. However, the company guided for weaker performance in the second half of the year and lowered its full-year guidance.
Smithfield Foods, Inc. is a leading American packaged meats and fresh pork producer operating through three core business segments. The Packaged Meats segment processes fresh meat into a diverse portfolio of products including bacon, sausage, hot dogs, deli meats, ham, and ready-to-eat prepared foods, marketed under prominent brands such as Smithfield, Eckrich, Nathan's Famous, Farmland, and Armour. The Fresh Pork segment converts live hogs into various primal and sub-primal cuts for retail, foodservice, and industrial customers, with significant export operations to markets including China, Mexico, Japan, and South Korea. The Hog Production segment raises hogs on company-owned and contract farms across the United States and Mexico, while also operating bioscience operations that manufacture heparin products for pharmaceutical applications. Founded in 1936 and headquartered in Smithfield, Virginia, the company serves a broad customer base including retailers, foodservice operators, and industrial processors both domestically and internationally.
CEO Mr. Charles Shane Smith · 34,000 employees · United States · https://www.smithfieldfoods.com
