SFDConsumer Defensive · Packaged FoodsThe 7 Wall Street analysts covering Smithfield Foods, Inc. hold a median 12-month price target of $24 — +31.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 34 of 100 as at 13 Oct 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 (98): 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.
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 +31.1% from it.
Of the 20 most recent actions, 1 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 Sept 2026 | Stephens & Co. | Initiates | Equal-Weight | $22 |
| 9 Sept 2026 | Barclays | Maintains | Overweight | — |
| 9 Sept 2026 | Barclays | Maintains | Overweight | $31 → $29 |
| 12 Aug 2026 | Barclays | Maintains | Overweight | $32 → $31 |
| 12 Aug 2026 | Barclays | Maintains | Overweight | — |
| 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 |
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 14 Oct 2026, Smithfield Foods, Inc. returned −10.7% against +17.5% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
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 63% of US stocks
Cheaper than 82% of US stocks
Cheaper than 70% of US stocks
Cheaper than 53% of US stocks
Higher than 24% of US stocks
Higher than 63% of US stocks
Higher than 12% 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 95% 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 $7.3B and an enterprise value of $8.6B.
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.
Trailing P/E: 6.8×; forward P/E: 8.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 6.76%, paying out 42% of earnings.
Smithfield Foods, Inc. employs 34,000 people — $455K 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 →
Kahn Swick & Foti, LLC announced an investigation into the adequacy of the price and process for the proposed sale of Nathan’s Famous, Inc.
Why it matters — The item concerns Nathan’s Famous and provides no stated direct information about Smithfield Foods.
Smithfield Foods announced that it will release its fiscal 2026 third-quarter financial results before market open on Tuesday, October 27, 2026.
Why it matters — SFD watchers can note the scheduled date and timing of the company’s upcoming quarterly results release.
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.
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. 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.
The 7 Wall Street analysts covering Smithfield Foods, Inc. have a median 12-month price target of $24, with estimates ranging from $21 to $29. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering Smithfield Foods, Inc., 4 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Smithfield Foods, Inc. 34 out of 100 across roughly 4,600 US stocks as at 13 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 Oct 2026, Smithfield Foods, Inc. ranks 34 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 (98 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +31.1% from the last close, and Ticker Nerd's factor model ranks Smithfield Foods, Inc. 34 out of 100 as at 13 Oct 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: $21 to $29 over the next 12 months.
Smithfield Foods, Inc. returned -10.7% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Smithfield Foods, Inc. is an American food company focused on packaged meats, fresh pork, and hog production.
The most recent item we track (PRNewsWire, 13 Oct 2026): "Nathan's Famous Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Nathan's Famous, Inc. - NATH". Kahn Swick & Foti, LLC announced an investigation into the adequacy of the price and process for the proposed sale of Nathan’s Famous, 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
