SFD SMITHFIELD FOODS INC Insider Trading

SFD President Steven France sells 82,825 shares ($2.2M) at $26.82; holds 145,429 shares post-transaction plus 165,645 stock options.

Steven France, President of Packaged Meats at Smithfield Foods, sold 82,825 shares at $26.82 on 2026-06-16, reducing his non-derivative holdings by -36.3% from 228,254 to 145,429 shares while retaining 165,645 shares in derivative form (stock options). The stock traded at $25.95 at filing time, -12.9% from its 52-week high of $29.80, and is up +3.8% over the prior 30 days and +10.2% over 90 days. His prior two purchases at Smithfield Foods showed mixed outcomes: a well-timed January 2025 buy that returned +8.4% at the 90-day mark, followed by a September 2025 buy that declined -5.7% at 90 days. The sale occurs at a price above the current market level and within a company showing solid fundamentals—$3.8B in latest-quarter revenue, +9.8% annual growth, and a P/E of 10.14—suggesting the transaction reflects a partial portfolio adjustment rather than a distress signal.

CFO Mark L. Hall sold 78,579 shares of SFD at $26.36 for $2,071,342.44; retains 314,318 option-based shares

Mark L. Hall, Chief Financial Officer, sold 78,579 shares at $26.36 on 2026-06-09, reducing his non-derivative holdings by -36.8% vs pre-transaction holdings while retaining 314,318 shares through stock options. The stock currently trades at $26.58, only -10.8% from its 52-week high of $29.80, and has risen 4.2% over the past 30 days and 13.5% over 90 days. Smithfield Foods reported quarterly revenue of $3,800,000,000.00 with net income of $246,000,000.00 and annual revenue growth of +9.8%, trading at a P/E of 10.38 with a market cap of $10,458,625,650.54. The sale appears discretionary rather than part of a formula plan, though Hall's open-market history across all tickers shows only 2 prior buys with no measurable 90-day outcomes to establish a timing pattern at this security.

Sutton Doug (Chief Manufacturing Officer) buys 3,920 shares of SFD at $23.25; 6 other insiders also bought within 14 days (cluster buy).

Sutton Doug purchased 3,920 shares at $23.25 on 2025-09-08, increasing his holdings from 65,000 to 68,920 shares. The stock is currently trading at $23.33, near where the transaction executed, but has declined 10.1% from its 52-week high of $25.94 and 8.6% over the past 30 days. The company's fundamentals show a $3.8B quarterly revenue base with $188.0M net income, though annual revenue growth is negative at -3.4%, and the P/E of 10.10 reflects a relatively modest valuation. Notably, 6 other insiders also purchased SFD shares within the past 14 days, establishing a cluster buy pattern. The insider's prior purchase at this ticker on 2025-01-29 achieved a 90-day return of +8.4%, demonstrating that at least one recent historical transaction at SFD was well-timed. The coordinated buying activity across multiple executives warrants attention as a potential signal of management's assessment of current valuation relative to underlying business prospects.

CBO Watts Keller D. bought 3,833 shares of SFD at $23.25; cluster pattern with 6 other insiders buying within 14 days.

Watts Keller D., Chief Business Officer of Smithfield Foods, purchased 3,833 shares at $23.25 on 2025-09-08, increasing his holdings by 5.4% to 74,857 shares. This buy occurs in a cluster pattern: 6 other insiders also purchased within the past 14 days, suggesting synchronized insider accumulation. While the stock trades at -10.1% from its 52-week high ($25.94), the CBO's prior trades at SFD show a track record of profitable entries (90-day returns of +8.4% on the January 2025 buy), and his cross-ticker open-market history shows 100% win rate over 90-day horizons. The company's fundamentals show $3.8B in quarterly revenue and $188.0M net income against a low P/E of 10.10, though annual revenue is down 3.4% year-over-year. The multi-insider buying pattern warrants attention to whether management views current valuations as attractive relative to forward prospects.

CFO Hall Mark L. buys 2,000 SFD shares at $23.25; joins 6 other insiders in 14-day cluster buy

Hall Mark L., Chief Financial Officer, purchased 2,000 shares at $23.25 on 2025-09-08, increasing holdings from 70,000 to 72,000 shares. This transaction is part of a broader cluster pattern: 6 other insiders also bought within the past 14 days, suggesting coordinated confidence in the company's near-term direction. His prior buy at SFD on 2025-01-29 showed a 90-day return of +8.4%, and his cross-ticker track record across all prior open-market buys shows a 100% win rate with an average 90-day return of +8.4%, indicating a pattern of favorable post-purchase price movement. The current stock price of $23.33 sits 10.1% below the 52-week high and has declined 8.6% over the past 30 days, placing this purchase near recent lows—a context in which multiple executives are moving to add shares.

SFD President Steven France buys 2,500 shares at $23.25; 6 other insiders bought within 14 days

France Steven, President of Packaged Meats at Smithfield Foods, purchased 2,500 shares at $23.25 on 2025-09-08, increasing his holdings to 70,000 shares. This transaction occurs within a cluster of 6 other insider purchases over the same 14-day period, suggesting coordinated confidence in the company's near-term prospects. The insider's cross-ticker track record shows 1 prior buy with an average 90-day return of +8.4%, and his prior SFD purchase on 2025-01-29 delivered +4.2% over 30 days and +8.4% over 90 days. However, the stock is trading -10.1% from its 52-week high and -8.6% over the past 30 days, creating a price-action context where the cluster buying activity may reflect opportunistic positioning at a local bottom rather than a sustained bullish thesis given the company's -3.4% annual revenue decline.

Director He Hank Shenghua buys 10,000 SFD shares at $23.25; cluster of 6 other insiders buying within 14 days

Director He Hank Shenghua purchased 10,000 shares at $23.25 on 2025-09-08, increasing his holdings from 77,000 to 87,000 shares (+13.0%). This acquisition occurs within a cluster pattern: 6 other insiders also bought within the past 14 days, suggesting coordinated or at least concurrent conviction at current valuations. Shenghua's personal track record shows 1 prior buy at this ticker (2025-01-29) that delivered +4.2% 30-day and +8.4% 90-day returns. The stock is currently trading at $23.33, near the transaction price, and down 8.6% over 30 days and 10.1% from its 52-week high of $25.94. Fundamentals show a profitable company ($188.0M net income on $3.8B revenue) with a modest P/E of 10.10, though revenue growth is negative at -3.4% year-over-year.

Owens Donovan (President, U.S. Fresh Pork) bought 12,000 shares of SFD at $23.25 on 2025-09-08, joining 6 other insiders' buys in 14 days.

Owens Donovan purchased 12,000 shares for $279,000.00, increasing his holdings by 18.5% to 77,000 shares—a substantial accumulation by a company president. This transaction is notable because it occurs within a cluster of 6 other insider purchases over the past 14 days, suggesting coordinated confidence at the company level. While the stock has declined 8.6% over the past 30 days and trades 10.1% below its 52-week high of $25.94, Donovan's prior buy at this ticker on 2025-01-29 posted a 90d return of +8.4%, indicating he has previously timed entries profitably at SFD. The company trades at a P/E of 10.10 with a market cap of $9.2B, though revenue growth contracted 3.4% year-over-year, warranting observation of whether management sees inflection ahead.

Director Wan Long purchases 1,800,000 SFD shares for $41.8M, increasing holdings to 5.06M (+55.2%); 6 other insiders bought within 14 days.

Wan Long, a director of Smithfield Foods, acquired 1,800,000 shares at $23.25 on 2025-09-08 for a total value of $41,850,000.00, expanding his holdings by 55.2% from 3,260,000 to 5,060,000 shares. His prior buy at SFD in January 2025 achieved a 90-day return of +8.4%, demonstrating a pattern of well-timed purchases at this ticker. The stock currently trades at $23.33 (within the 52-week range of $18.61–$25.94) and is down 8.6% over 30 days, suggesting this purchase occurs during a period of near-term weakness. Notably, 6 other insiders also bought within the past 14 days, forming a cluster buy pattern that concentrates purchasing activity around this period.

WH Group (10% owner) sells 22,461,452 shares of Smithfield Foods for $522.2M; retains 342,036,069 shares

WH Group executed a substantial sale of 22,461,452 shares at $23.25 per share, reducing its holding from 364,497,521 shares to 342,036,069 shares (-6.2% of prior position). The sale occurred as Smithfield trades -9.4% from its 52-week high of $25.94, and the company reports annual revenue decline of -3.4% against modest profitability (P/E of 10.17 on $188.0M net income from $3.8B quarterly revenue). This represents a significant but not total reduction in the 10% owner's stake, keeping WH Group as a major shareholder while moderating its concentrated exposure to the meat processor. The timing aligns with the stock trading well below year-to-date peaks, though the company's low valuation multiple and continued quarterly profitability suggest the holding remains strategically retained at substantial levels.