WaveMan
WaveMan · Company
SFD · Smithfield Foods Inc
> Search tickers & screens ⌘K
LIVE
← All companies

SFD Smithfield Foods (SFD) Insider Trading, Ownership & Congress Trades

Food & Beverage · Meat packing plants · CIK 0000091388
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
188
13F, latest reported quarter
Conversions, 180 days
2
Codes C/M, not in net · $3.5M priced

What the filings say about SFD

Insiders, 180 days
-$4.4M net sold
3 sellers · 0% of sales under a 10b5-1 plan

Smithfield Foods insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, SMITHFIELD FOODS INC insiders sold a net $4.4M of stock across 24 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
President, Packaged Meats
SELL
2026-06-16 SEC
82,825
$2.2M
-25.8%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Sep 8, 2025.
  • +0.0% median (+0.0% mean) 90-day return after 2 previous buys.
  • The trade is 57.0% of the 145,429 shares held after it.
  • 2 other insiders sold within 30 days.
  • 188 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President, Packaged Meats France Steven sold about $2.2M of SFD on Jun 16, 2026; 2 other insiders sold within 30 days and 188 funds added in the latest 13F quarter.
SELL
2026-06-16 SECtraded 2026-06-12
3,960
$106.0K
-25.8%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 33.1% of the 11,955 shares held after it.
  • 2 other insiders sold within 30 days.
  • 188 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Starling Raymond A sold about $106.0K of SFD on Jun 12, 2026; 2 other insiders sold within 30 days and 188 funds added in the latest 13F quarter.
Chief Financial Officer
SELL
2026-06-11 SECtraded 2026-06-09
78,579
$2.1M
-30.6%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Sep 8, 2025.
  • +0.0% median (+0.0% mean) 90-day return after 2 previous buys.
  • The trade is 58.3% of the 134,725 shares held after it.
  • 2 other insiders sold within 30 days.
  • 188 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Hall Mark L. sold about $2.1M of SFD on Jun 9, 2026; 2 other insiders sold within 30 days and 188 funds added in the latest 13F quarter.
President, Packaged Meats
BUY
2025-09-09 SECtraded 2025-09-08
2,500
$58.1K
-20.4%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Jan 29, 2025.
  • The trade is 3.6% of the 70,000 shares held after it.
  • 6 other insiders bought within 30 days.
  • 188 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President, Packaged Meats France Steven bought about $58.1K of SFD on Sep 8, 2025; 6 other insiders bought within 30 days and 188 funds added in the latest 13F quarter.
Chief Financial Officer
BUY
2025-09-09 SECtraded 2025-09-08
2,000
$46.5K
-20.4%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Jan 29, 2025.
  • The trade is 2.8% of the 72,000 shares held after it.
  • 6 other insiders bought within 30 days.
  • 188 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Hall Mark L. bought about $46.5K of SFD on Sep 8, 2025; 6 other insiders bought within 30 days and 188 funds added in the latest 13F quarter.
24 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Showing the latest few. to see 19 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$4.4M over 180 days
below 78% of Food & Beverage
Congress
no House purchase disclosed in the last 12 months
Funds
188 funds bought in last quarter
more than 59% of Food & Beverage
Revenue
+9.8% year over year
more than 70% of Food & Beverage
Margin
6.4% net margin
more than 69% of Food & Beverage
Buybacks
no share repurchases reported
Short interest
11.2% of the float short (float per yahoo 2026-10-26) · 2.3 days to cover · settled 2026-09-30
below 58% of Food & Beverage
What changed in the last 30 days
Oct 28Insider selling stopped: no sales in 90 days after 3 in the prior 90
Why it matters
The absence is the signal: 3 sales in one 90-day window and none in the next is a change of behaviour, not a filing.

Watch SFD

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-11.2%12M
-12%+5%+23%+40%2025-102025-122026-022026-042026-062026-082026-10 2026-06-16 · France Steven sold $2.2M2026-06-09 · Hall Mark L. sold $2.1M2026-06-12 · Starling Raymond A sold $106.0K
Insider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns SFD: institutional holders (13F)

13F holdings, latest reported quarter
$102.8M
$99.8M
2,906,527 sh
$70.5M
$55.3M

Congress trades in SFD

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

SFD planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

SFD mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
First Trust Consumer Staples AlphaDEX Fund
$10.0M position · as of 2026-07-31
4.4%
Invesco Food & Beverage ETF
$2.9M position · as of 2026-07-31
2.7%
Cohen & Steers Natural Resources Active ETF
$2.4M position · as of 2026-06-30
2.6%
WBI BullBear Yield 3000 ETF
$449.2K position · as of 2026-06-30
1.6%
Total Market Plus Equity Portfolio
$336.2K position · as of 2026-07-31
1.4%
DAVENPORT BALANCED INCOME FUND
$2.5M position · as of 2026-06-30
0.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$19.3M
$15.9M
$12.9M
+19%
-4%
2024
$14.9M
$13.7M
$8.5M
n/a
n/a
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $4.4M sold by insiders over 180 days, 188 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Same sector, ranked by filing activity
Sector by SEC SIC code

SFD financials

Revenue growth
+9.8%
XBRL, annual
Net margin
6.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$15.5B
four quarters, 2025-06-30 to 2026-06-28
Net margin, TTM
+6.8%
net income over revenue, 2025-06-30 to 2026-06-28
Free cash flow, TTM
n/a
fewer than four consecutive quarters of operating cash flow
Debt to equity
0.20x
long-term 2026-06-28 plus current 2024-12-29 (18 months older than the period end); equity 2026-06-28
Cash flow to debt
n/a
needs four quarters of operating cash flow
Return on equity
+15.9%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on assets
+9.1%
TTM net income over average of 2025-06-29 and 2026-06-28
Return on invested capital
+13.0%
operating income after a 21.4% effective tax rate, over long-term 2026-06-28 plus current 2024-12-29 (18 months older than the period end) plus average of 2025-06-29 and 2026-06-28 minus cash
Return on capital employed
+13.4%
operating income (EBIT proxy) over average of 2025-06-29 and 2026-06-28 minus current liabilities
P/E, trailing
6.83x
close 2026-10-26 over four quarters of diluted EPS, 2025-06-30 to 2026-06-28
Enterprise value
n/a
no cash line filed
FCF yield
n/a
fewer than four consecutive quarters of operating cash flow
PEG, trailing
0.50x
P/E over trailing EPS growth of 14%: four quarters to 2026-06-28 against the four to 2025-06-29
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122023-01
Revenue$15.5B$14.1B$14.6B$16.2B
Gross profit$2.1B$1.9B$889.0M$1.5B
Operating income$1.3B$1.1B-$56.0M$1.1B
Net income$987.0M$953.0M$17.0M$870.0M
EPS (diluted)2.512.510.052.29
Long-term debt$2.0B$2.0B$2.0Bn/a
Dividends paid$396.0M$288.0M$323.0M$496.0M
SEC XBRL, fiscal years, as known on 2026-10-28

SFD Stock Sonar score 6/7 axes

Find similar shapesCompare

SFD ranks highest on risk and compliance (74th percentile) and profitability (72nd), and lowest on insider conviction (10th), among Food & Beverage peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
72
Inputs
  • Return on equity+15.9% · 75 pct, sector of 66
  • Return on assets+9.1% · 75 pct, sector of 77
  • Return on invested capital+13.0% · 61 pct, sector of 32
  • Return on capital employed+13.4% · 77 pct, sector of 62
Financial health
63
Inputs
  • Debt to equity0.20x · 63 pct, sector of 66
  • Cash flow to debtneeds four quarters of operating cash flow
Growth
70
Inputs
  • Revenue growth, YoY+9.8% · 70 pct, sector of 89
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
10
Inputs
  • Net Form 4 buying (codes P and S), 180d-$4.4M · 20 pct, sector of 56
  • Insider buyers, 180d0 · 0 pct, sector of 56
Institutional and government
67
Inputs
  • Funds adding, latest quarter188 · 59 pct, sector of 79
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$1.3M · 74 pct, universe of 1,063
Risk and compliance
74
Inputs
  • Short interest, % of float+11.2% · 21 pct, sector of 100
  • Recalls per $1B revenue, 3y0.00 per $1B · 100 pct, sector of 58
  • EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 58
  • New text in Risk Factors, latest 10-K+5.8% · 75 pct, sector of 66
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

SFD filings, in plain words

Are Smithfield Foods insiders buying or selling SFD?

In the 180 days to 2026-10-28, Smithfield Foods insiders were net sellers, a net $4.4M across purchases and sales reported on Form 4, by 3 sellers.

Read the full summary

In the 180 days to 2026-10-28, Smithfield Foods insiders were net sellers of SFD, a net $4.4M across purchases and sales reported on Form 4 by 3 sellers. None of the 3 insider sales was flagged as made under a Rule 10b5-1 plan. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

Explore insider trading and ownership data

Every company we track, ranked by each kind of filing