Barings 13F: Adds $1.7M to Tyson Foods (TSN) Stake

Barings boosted its holdings in Tyson Foods, Inc. TSN by 153.3% during the latest quarter, according to a Form 13F filing with the SEC on October 22, 2026. The fund added 34,517 shares to its portfolio, bringing its total stake to 57,031 shares. The reported value of the investment reached about $2.9 million based on the filing date close.

TSN Tyson Foods, Inc.

$57.07 ▲ +0.88% year to date

1M 3M YTD

Daily close · Oct 22, 2026

Other Institutional Activity in Tyson Foods

Other large money managers also adjusted their holdings in the food maker during the period. Pzena Investment Management LLC reduced its position by 138,960 shares, ending with 17,016,651 shares worth about $971.1 million. Davis Selected Advisers trimmed its stake by 437,238 shares to finish with 12,653,717 shares valued at roughly $722.1 million. AQR Capital Management, LLC cut its holdings by 1,795,771 shares, a 18.0% decrease, leaving it with 8,197,389 shares worth about $467.8 million.

Tyson Foods, Inc. Stock Up 3.0%

Tyson Foods shares closed at $57.07 on the filing date and recently traded around $57.06. The stock sits about 5.9% above its 50-day moving average of $53.91, but remains roughly 4.4% below its 200-day moving average of $59.70. The share price trades down about 17.9% from its 52-week high of $69.48 and sits roughly 14.2% above its 52-week low of $49.96.

Recent Earnings

Tyson Foods reported trailing twelve month revenue of $55.69 billion and earnings of $1.62 per share. The company operates through beef, pork, chicken, and prepared foods segments, with its next earnings report scheduled for November 16, 2026.

Dividend

The company pays an annual dividend of $2.04 per share, translating to a dividend yield of 3.65%.

Insider Buying and Selling at Tyson Foods, Inc.

Company insiders executed transactions prior to the filing, including a sale by Chairman of the Board John H Tyson of 100,301 shares for about $5.8 million in November 2025, and a purchase by CEO Jeffrey K Schomburger of 19,450 shares for roughly $1.0 million in September 2026.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. BMO Capital, Barclays, Piper Sandler, and JP Morgan maintained or adjusted ratings, with a consensus hold rating and a mean price target of $63.00 across 12 analyst opinions.

About Tyson Foods

Headquartered in Springdale, Arkansas, Tyson Foods operates as a major worldwide food company producing protein and prepared meal products. The firm manages extensive processing operations across beef, pork, poultry, and consumer-branded prepared foods, making institutional investor allocations closely watched indicators for the broader consumer defensive sector.

Bottom Line

Investors will look toward the upcoming earnings release on November 16, 2026, for further insight into margin trends across the company's core segments. Subsequent regulatory filings will show whether institutional managers continue adjusting their positions.