TSN at a glance
Tyson Foods (TSN, SEC CIK 100493) filed its latest 10-K annual report on November 10, 2025, a 10-Q quarterly report on August 3, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as September 8, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended September 27, 2025 (FY2025), Tyson Foods (TSN) reported revenue of $54.4 billion (up 2.1% from FY2024) and net income of $474.0 million. Diluted EPS was $1.33.
- As of June 30, 2026, 45 institutional investment managers tracked by SignalX reported holding Tyson Foods (TSN) shares worth $7.1 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Schomburger Jeffrey K on September 4, 2026 of 19,450 shares at $51.50 per share.
- In the last 90 days, TSN insiders reported 1 open-market purchase ($1.0M) and 0 open-market sales ($0) on Form 4, a net purchase of $1.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $54.4B
- +2.1% vs prior year
- Insiders · 90 days
- 1 buy · 0 sells
- Net +$1.0M
- 13F holders
- 45 funds
- $7.1B · +2 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Sep 27, 2025
Business Overview
- Core business model: Production and sale of protein-based food products, including beef, pork, poultry, and related feed ingredients
- No new products or segments introduced; increased emphasis on managing regulatory compliance and climate change impacts
- Strategic focus shifted toward addressing climate change risks, regulatory compliance costs, and aligning disclosures with evolving standards
- Goodwill and intangible assets $13.5B, approx. 37% of total assets, highlighting significant asset base subject to impairment risk
- Participation in an underfunded multiemployer pension plan with potential material withdrawal liability risk
Risk Factors
- Cybersecurity risk oversight by Board's Technology Committee starting fiscal 2025, focusing on data privacy, security programs, and incident reporting thresholds
- Key-person dependency on CISO leading info security since 2016 with tenure at company since 1997
- CISO reports to CTO appointed in 2025, indicating recent management restructuring in cybersecurity leadership
AI summary of the TSN 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Management Discussion & Analysis
- Limited excerpt provided; quarterly revenue, YoY change, margins, and segment results unavailable
- Cash position, operating cash flow, and capital deployment details unavailable
- Near-term outlook, guidance, and headwind commentary unavailable
Risk Factors
- Risk Factors section not provided in the submitted filing text
- No new, updated, regulatory, operational, or financial risks identifiable from the available excerpt
AI summary of the TSN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Tyson Foods updated its fiscal 2026 outlook on September 3, 2026
- Revised guidance details are contained in Exhibit 99.1
Item 1.01: Entry into a Material Definitive Agreement
- Material debt-offering documents incorporated by reference into Tyson Foods’ registration statement
- Supplemental indentures and note forms define legal terms and investor rights
Item 8.01: Other Events
- Early tender results announced for cash offers covering 3.550% notes due 2027 and 5.400% and 4.350% notes due 2029
- Pricing terms disclosed for the debt repurchase offers, potentially affecting Tyson’s outstanding debt profile
AI summaries of TSN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TSN
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Schomburger Jeffrey K | Buy | Sep 4, 2026 | 19,450 | $51.50 |
| TYSON JOHN H | A | Jul 10, 2026 | 51,876.188 | - |
| MORRIS WES | A | Jul 10, 2026 | 25,938.094 | - |
| TYSON JOHN H | A | Jul 10, 2026 | 51,876.188 | - |
| Schomburger Jeffrey K | A | Jul 10, 2026 | 48,417.776 | - |
| TYSON JOHN H | A | Jul 10, 2026 | 51,876.188 | - |
| COLE DEVIN | F | May 10, 2026 | 7,510 | $68.38 |
| COLE DEVIN | F | May 10, 2026 | 3,015 | $68.38 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $53.3B | $54.4B |
| Gross Profit | - | $3.6B | $3.6B |
| Operating Income | - | $1.4B | $1.1B |
| Net Income | - | $800.0M | $474.0M |
| Gross Margin | - | 6.8% | 6.5% |
| Op. Margin | - | 2.6% | 2.0% |
| Net Margin | - | 1.5% | 0.9% |
| Balance Sheet | |||
| Total Assets | $36.3B | $37.1B | $36.7B |
| Equity | $18.1B | $18.4B | $18.1B |
| ROE | - | 4.4% | 2.6% |
| Per Share | |||
| EPS | - | $2.25 | $1.33 |
| Cash Flow | |||
| Operating CF | - | $2.6B | $2.2B |
| CapEx | - | $1.1B | $978.0M |
Source: XBRL data in Tyson Foods (TSN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TSN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 45 | $7.09B |
| Q1 2026 | 43 | $8.08B |
| Q4 2025 | 42 | $7.56B |
| Q3 2025 | 40 | $7.08B |
| Q2 2025 | 40 | $7.14B |
| Q1 2025 | 36 | $5.65B |
| Q4 2024 | 32 | $4.53B |
| Q3 2024 | 29 | $2.15B |
- Citadel Advisors LLC+1.64M (+172%)
- BlackRock+1.33M (+5%)
- Two Sigma Investments+657.9K (+32%)
- Morgan Stanley+532.9K (+16%)
- Ameriprise Financial+392.3K (+21%)
- T. Rowe Price Group−2.57M (-60%)
- Millennium Management−2.29M (-100%)
- AQR Capital Management−1.80M (-18%)
- Invesco Ltd−660.2K (-11%)
- Goldman Sachs Group−464.8K (-9%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 307 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TSN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 8, 2026 | - | - | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| 8-K | Aug 24, 2026 | - | Analysis | - |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 8-K | Aug 10, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 10-Q | Aug 3, 2026 | Jun 27, 2026 | Analysis | |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 14, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 8-K | May 28, 2026 | - | Analysis | |
| 4 | May 11, 2026 | - | - | |
| 8-K | May 4, 2026 | - | - | - |
| 10-Q | May 4, 2026 | Mar 28, 2026 | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 2, 2026 | - | - | - |
| 8-K | Feb 20, 2026 | - | - |
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TSN SEC filings: frequently asked questions
Are TSN insiders buying or selling?
In the last 90 days, Tyson Foods (TSN) officers, directors and 10% owners reported 1 open-market purchase worth $1.0 million by 1 insider and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TSN stock?
As of June 30, 2026, the largest Tyson Foods (TSN) holders among the 13F filers tracked by SignalX were BlackRock ($1.5 billion), Vanguard Capital Management LLC ($1.1 billion), Vanguard Portfolio Management LLC ($889.0 million), State Street Corp ($839.4 million), AQR Capital Management ($469.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TSN's revenue in fiscal year 2025?
For the fiscal year ended September 27, 2025 (FY2025), Tyson Foods (TSN) reported revenue of $54.4 billion (up 2.1% from FY2024) and net income of $474.0 million. Diluted EPS was $1.33. The figures come from the XBRL data in the 10-K.
What are the main risks in TSN's latest 10-K?
In the 10-K filed November 10, 2025, Tyson Foods (TSN) flagged: Cybersecurity risk oversight by Board's Technology Committee starting fiscal 2025, focusing on data privacy, security programs, and incident reporting thresholds. Key-person dependency on CISO leading info security since 2016 with tenure at company since 1997. (AI summary of the Risk Factors section.)
What did TSN report in its latest 8-K?
Tyson Foods (TSN) filed an 8-K on September 3, 2026 reporting Item 7.01 (Regulation FD Disclosure). Tyson Foods updated its fiscal 2026 outlook on September 3, 2026.
What are the latest TSN SEC filings?
Tyson Foods (TSN) filed its latest 10-K annual report on November 10, 2025, a 10-Q quarterly report on August 3, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on September 8, 2026.
What is TSN's SEC CIK number?
Tyson Foods (TSN)'s SEC Central Index Key (CIK) is 100493. EDGAR lists every TSN filing under that number.
Ask anything about TSN
The research agent reads TSN's filings, financials, insider trades and 13F holders, then answers with sources.