SFDNasdaqMeat Packing PlantsFiscal year ends January 3
SMITHFIELD FOODS INC
Financials through Q2 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Aug 11, 2026
$18.27−0.37 (-1.98%)
Close on Oct 19, 2026
- Market cap
- $7.23B
- P/E (TTM)
- 6.8
- Dividend yield
- 5.47%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
13.8%
54M of 394M shares
Institutional holders
283
83 new, 42 sold out
Net institutional buying
7M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $4.40M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| WH Group Limited | 342,036,069 | 87.00% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SFD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Lsv Asset Management | 7,114,029 | 1.81% | $172.59K | +4,827,413 | 0.31% |
| Two Sigma Investments, LP | 4,238,865 | 1.08% | $102.83M | +21,935 | 0.07% |
| Aqr Capital Management LLC | 4,112,981 | 1.04% | $99.78M | +2,996,668 | 0.03% |
| FMR LLC | 2,906,527 | 0.74% | $70.51M | −39,381 | 0.00% |
| Goldman Sachs Group Inc | 2,277,419 | 0.58% | $55.25M | +1,853,497 | 0.00% |
| Dimensional Fund Advisors LP | 1,689,196 | 0.43% | $40.99M | +1,318,065 | 0.01% |
| Assenagon Asset Management S.A. | 1,564,296 | 0.40% | $37.95M | New | 0.02% |
| BlackRock, Inc. | 1,366,224 | 0.35% | $33.14M | −476,426 | 0.00% |
| Qube Research & Technologies Ltd | 1,243,534 | 0.32% | $30.17M | −67,654 | 0.03% |
| UBS Group AG | 1,173,238 | 0.30% | $28.46M | +148,943 | 0.00% |
| Fourth Sail Capital LP | 1,067,579 | 0.27% | $25.90M | −48,586 | 3.92% |
| Gotham Asset Management, LLC | 1,042,592 | 0.26% | $25.29M | +19,923 | 0.06% |
| Millennium Management LLC | 926,610 | 0.24% | $22.48M | −170,636 | 0.01% |
| Jacobs Levy Equity Management, Inc | 836,446 | 0.21% | $20.29M | −625,700 | 0.07% |
| Cohen & Steers, Inc. | 820,351 | 0.21% | $19.90K | +41,493 | 0.03% |
| Bank Of America Corp /De/ | 818,432 | 0.21% | $19.86M | +11,321 | 0.00% |
| Morgan Stanley | 805,391 | 0.20% | $19.54M | −1,592,924 | 0.00% |
| State Street Corp | 765,353 | 0.19% | $18.57M | +44,462 | 0.00% |
| Renaissance Technologies LLC | 733,300 | 0.19% | $17.79M | +408,800 | 0.02% |
| Bank of New York Mellon Corp | 677,841 | 0.17% | $16.44M | +398,314 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 283 | 54M | 13.8% | 83 / 106 | 71 / 42 | 20M | 12M |
| Q1 2026 | 244 | 47M | 11.9% | 73 / 90 | 63 / 27 | 15M | 16M |
| Q4 2025 | 202 | 48M | 12.2% | 38 / 76 | 71 / 38 | 12M | 11M |
| Q3 2025 | 204 | 47M | 12.0% | 70 / 99 | 20 / 16 | 26M | 5M |
| Q2 2025 | 150 | 26M | 6.6% | 59 / 41 | 37 / 29 | 9M | 10M |
| Q1 2025 | 122 | 28M | 7.0% | 122 / 0 | 0 / 0 | 28M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SFD | Value | % of fund | As of |
|---|---|---|---|---|---|
| U.S. Targeted Value Portfolio | 594,880 | 0.15% | $15.49M | 0.09% | Jul 31, 2026 |
| Bridge Builder Large Cap Value Fund | 574,900 | 0.15% | $13.95M | 0.05% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 525,690 | 0.13% | $13.69M | 0.09% | Jul 31, 2026 |
| Nomura Growth and Income Fund | 433,744 | 0.11% | $10.52M | 0.44% | Jun 30, 2026 |
| Strategic Advisers U.S. Total Stock Fund | 394,630 | 0.10% | $10.19M | 0.01% | May 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 386,900 | 0.10% | $9.99M | 0.00% | May 31, 2026 |
| First Trust Consumer Staples AlphaDEX Fund | 384,517 | 0.10% | $10.01M | 4.37% | Jul 31, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 354,483 | 0.09% | $8.60M | 0.08% | Jun 30, 2026 |
| Cohen & Steers Real Assets Fund, Inc. | 342,672 | 0.09% | $8.31M | 0.44% | Jun 30, 2026 |
| AQR Long-Short Equity Fund | 326,033 | 0.08% | $7.91M | 0.10% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 241,724 | 0.06% | $6.24M | 0.02% | May 31, 2026 |
| LSV Value Equity Fund | 223,000 | 0.06% | $5.81M | 0.47% | Jul 31, 2026 |
| Nuveen Quant Small/Mid Cap Equity Fund | 218,540 | 0.06% | $5.69M | 0.21% | Jul 31, 2026 |
| iShares Russell Mid-Cap ETF | 200,643 | 0.05% | $4.87M | 0.01% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 196,610 | 0.05% | $4.77M | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Charles Shane Smith | President & CEO, Director | 114,431 | 0.03% | Jun 9, 2026 |
| Steven France | President, Packaged Meats | 145,429 | 0.04% | Jun 16, 2026 |
| Mark L. Hall | Chief Financial Officer | 213,304 | 0.05% | Jun 11, 2026 |
| Doug Sutton | Chief Manufacturing Officer | 136,523 | 0.03% | Jun 9, 2026 |
| Kraig A. Westerbeek | President, Hog Production | 47,095 | 0.01% | Jun 9, 2026 |
| Tennille J. Checkovich | Chief Legal Officer | 11,292 | 0.00% | Jun 9, 2026 |
| Keller D. Watts | Chief Business Officer | 145,619 | 0.04% | Jun 9, 2026 |
| Donovan Owens | President, North America Pork | 152,478 | 0.04% | Jun 9, 2026 |
| Isham Jay Bennett | Chief Human Resources Officer | 13,008 | 0.00% | Jun 9, 2026 |
| Robert Allen Brobst JR | Chief Accounting Officer | 10,778 | 0.00% | Jun 9, 2026 |
| Raymond A. Starling | Director | 11,955 | 0.00% | Jun 16, 2026 |
| Hank Shenghua He | Director | 149,724 | 0.04% | Jun 9, 2026 |
| Marie T. Gallagher | Director | 15,915 | 0.00% | Jun 3, 2026 |
| John Quelch | Director | 15,915 | 0.00% | Jun 3, 2026 |
| Long Wan | Director | 5,060,000 | 1.29% | Sep 9, 2025 |
| Xiaoming Zhou | Director | 54,000 | 0.01% | Jan 30, 2025 |
| Hongwei Wan | Director | 36,000 | 0.01% | Jan 30, 2025 |
| Lijun Guo | Director | 60,000 | 0.02% | Jan 30, 2025 |
| Group Ltd WH | 10% owner | 342,036,069 | 86.86% | Sep 8, 2025 |
| Group Ltd/ADR WH | 10% owner | 364,497,521 | 92.57% | Apr 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Steven France President, Packaged Meats | Jun 16, 2026 | Sale | −82,825 | $26.82 | $2.22M | 145,429 |
| Steven France President, Packaged Meats | Jun 12, 2026 | Option exercise | +82,825 | $23.76 | $1.97M | 228,254 |
| Raymond A. Starling Director | Jun 12, 2026 | Sale | −3,960 | $26.78 | $106.05K | 11,955 |
| Mark L. Hall Chief Financial Officer | Jun 9, 2026 | Option exercise | +78,579 | $20.00 | $1.57M | 213,304 |
| Mark L. Hall Chief Financial Officer | Jun 9, 2026 | Sale | −78,579 | $26.36 | $2.07M | 134,725 |
| John Quelch Director | Jun 2, 2026 | Award | +6,915 | – | – | 15,915 |
| Raymond A. Starling Director | Jun 2, 2026 | Award | +6,915 | – | – | 15,915 |
| Marie T. Gallagher Director | Jun 2, 2026 | Award | +6,915 | – | – | 15,915 |
| Doug Sutton Chief Manufacturing Officer | Mar 10, 2026 | Tax withholding | −10,684 | $23.76 | $253.85K | 136,523 |
| Doug Sutton Chief Manufacturing Officer | Mar 10, 2026 | Award | +81,446 | – | – | 147,207 |
| Isham Jay Bennett Chief Human Resources Officer | Mar 10, 2026 | Award | +14,672 | – | – | 27,680 |
| Isham Jay Bennett Chief Human Resources Officer | Mar 10, 2026 | Tax withholding | −1,632 | $23.76 | $38.78K | 26,048 |
| Hank Shenghua He Director | Mar 10, 2026 | Tax withholding | −11,780 | $23.76 | $279.89K | 149,724 |
| Hank Shenghua He Director | Mar 10, 2026 | Award | +78,353 | – | – | 161,504 |
| Steven France President, Packaged Meats | Mar 10, 2026 | Tax withholding | −14,028 | $23.76 | $333.31K | 145,429 |
| Steven France President, Packaged Meats | Mar 10, 2026 | Award | +93,305 | – | – | 159,457 |
| Kraig A. Westerbeek President, Hog Production | Mar 10, 2026 | Tax withholding | −5,000 | $23.76 | $118.80K | 47,095 |
| Kraig A. Westerbeek President, Hog Production | Mar 10, 2026 | Award | +34,319 | – | – | 52,095 |
| Keller D. Watts Chief Business Officer | Mar 10, 2026 | Tax withholding | −10,684 | $23.76 | $253.85K | 145,619 |
| Donovan Owens President, North America Pork | Mar 10, 2026 | Award | +78,637 | – | – | 152,478 |
| Donovan Owens President, North America Pork | Mar 10, 2026 | Tax withholding | −10,315 | $23.76 | $245.08K | 142,163 |
| Tennille J. Checkovich Chief Legal Officer | Mar 10, 2026 | Tax withholding | −1,072 | $23.76 | $25.47K | 20,896 |
| Tennille J. Checkovich Chief Legal Officer | Mar 10, 2026 | Award | +10,676 | – | – | 21,968 |
| Charles Shane Smith President & CEO, Director | Mar 10, 2026 | Award | +146,190 | – | – | 260,621 |
| Charles Shane Smith President & CEO, Director | Mar 10, 2026 | Tax withholding | −21,978 | $23.76 | $522.20K | 238,643 |
| Mark L. Hall Chief Financial Officer | Mar 10, 2026 | Tax withholding | −11,780 | $23.76 | $279.89K | 134,725 |
| Mark L. Hall Chief Financial Officer | Mar 10, 2026 | Award | +78,353 | – | – | 146,505 |
| Charles Shane Smith President & CEO, Director | Mar 10, 2026 | Award | +146,190 | – | – | 266,190 |
| Steven France President, Packaged Meats | Mar 10, 2026 | Award | +93,305 | – | – | 163,305 |
| Keller D. Watts Chief Business Officer | Mar 10, 2026 | Award | +81,446 | – | – | 156,303 |
| Kraig A. Westerbeek President, Hog Production | Mar 10, 2026 | Award | +34,319 | – | – | 53,319 |
| Mark L. Hall Chief Financial Officer | Mar 10, 2026 | Award | +78,353 | – | – | 150,353 |
| Hank Shenghua He Director | Mar 10, 2026 | Award | +78,353 | – | – | 165,353 |
| Doug Sutton Chief Manufacturing Officer | Mar 10, 2026 | Award | +81,446 | – | – | 150,366 |
| Tennille J. Checkovich Chief Legal Officer | Mar 10, 2026 | Award | +10,676 | – | – | 22,676 |
| Isham Jay Bennett Chief Human Resources Officer | Mar 10, 2026 | Award | +14,672 | – | – | 28,672 |
| Donovan Owens President, North America Pork | Mar 10, 2026 | Award | +78,637 | – | – | 155,637 |
| Charles Shane Smith President & CEO, Director | Jan 28, 2026 | Tax withholding | −5,569 | $23.65 | $131.71K | 114,431 |
| Steven France President, Packaged Meats | Jan 28, 2026 | Tax withholding | −3,848 | $23.65 | $91.01K | 66,152 |
| Isham Jay Bennett Chief Human Resources Officer | Jan 28, 2026 | Tax withholding | −992 | $23.65 | $23.46K | 13,008 |
| Robert Allen Brobst JR Chief Accounting Officer | Jan 28, 2026 | Tax withholding | −822 | $23.65 | $19.44K | 10,778 |
| Kraig A. Westerbeek President, Hog Production | Jan 28, 2026 | Tax withholding | −1,224 | $23.65 | $28.95K | 17,776 |
| Tennille J. Checkovich Chief Legal Officer | Jan 28, 2026 | Tax withholding | −708 | $23.65 | $16.74K | 11,292 |
| Doug Sutton Chief Manufacturing Officer | Jan 28, 2026 | Tax withholding | −3,159 | $23.65 | $74.71K | 65,761 |
| Hank Shenghua He Director | Jan 28, 2026 | Tax withholding | −3,849 | $23.65 | $91.03K | 83,151 |
| Donovan Owens President, North America Pork | Jan 28, 2026 | Tax withholding | −3,159 | $23.65 | $74.71K | 73,841 |
| Mark L. Hall Chief Financial Officer | Jan 28, 2026 | Tax withholding | −3,848 | $23.65 | $91.01K | 68,152 |
| Doug Sutton Chief Manufacturing Officer | Sep 8, 2025 | Buy | +3,920 | $23.25 | $91.14K | 68,920 |
| Long Wan Director | Sep 8, 2025 | Buy | +1,800,000 | $23.25 | $41.85M | 5,060,000 |
| Mark L. Hall Chief Financial Officer | Sep 8, 2025 | Buy | +2,000 | $23.25 | $46.50K | 72,000 |
| Hank Shenghua He Director | Sep 8, 2025 | Buy | +10,000 | $23.25 | $232.50K | 87,000 |
| Keller D. Watts Chief Business Officer | Sep 8, 2025 | Buy | +3,833 | $23.25 | $89.12K | 74,857 |
| Donovan Owens President, U.S. Fresh Pork | Sep 8, 2025 | Buy | +12,000 | $23.25 | $279.00K | 77,000 |
| Steven France President, Packaged Meats | Sep 8, 2025 | Buy | +2,500 | $23.25 | $58.13K | 70,000 |
| Group Ltd WH 10% owner | Sep 8, 2025 | Sale | −22,461,452 | $23.25 | $522.23M | 342,036,069 |
| Keller D. Watts Chief Business Officer | Jun 12, 2025 | Buy | +4,291 | $23.62 | $101.35K | 71,024 |
| Group Ltd/ADR WH 10% owner | Apr 8, 2025 | Other | −21,296 | – | – | 0 |
| Group Ltd/ADR WH 10% owner | Feb 20, 2025 | Sale | −2,506,936 | $20.00 | $50.14M | 364,518,817 |
| Hank Shenghua He Director | Jan 29, 2025 | Buy | +17,000 | $20.00 | $340.00K | 77,000 |
| Hank Shenghua He Director | Jan 29, 2025 | Award | +60,000 | – | – | 60,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| France Steven Officer | Jun 12, 2026 | 82,825 | $2.22M | Jun 12, 2026 | Stock Option Exercise |
| Starling Raymond Director | Jun 12, 2026 | 3,960 | $106.03K | Jun 12, 2026 | Restricted Stock |
| Hall Mark Officer | Jun 9, 2026 | 78,579 | $2.07M | Jun 9, 2026 | Stock Option Exercise |