THS TreeHouse Foods, Inc. Insider Trading

Silver Point Capital L.P. (10% owner) buys 357,917 shares of THS at $24.54; stock down 28.7% from 52-week high.

Silver Point Capital L.P., a 10% shareholder, purchased 357,917 shares of TreeHouse Foods at $24.54 on 2026-02-10, a price 0.45% above the current market price of $24.43. The buy occurs with the stock trading 28.7% below its 52-week high of $34.28, and against deteriorating fundamentals: TreeHouse reported a net loss of $265,800,000.00 in the latest quarter on revenue of $840,300,000.00, with annual revenue declining 2.3% year-over-year. The insider's prior 9 open-market sells across all holdings showed a 42.86% well-timed rate, suggesting modest historical ability to time exits but no clear pattern supporting entry timing skill. This buy from a major shareholder at a depressed price level relative to recent history occurs amid negative earnings but without disclosed catalysts for the reversal, warranting investor scrutiny of the underlying rationale.

JANA Partners sold 1,959,221 shares (1.96M) of THS at $24.48 for $47,961,730.08 ($48.0M), reducing stake by -33.7%.

JANA Partners, a director at TreeHouse Foods, executed a substantial open-market sale of 1,959,221 shares at $24.48 on 2026-02-10, reducing holdings from 5,821,337 to 3,862,116 shares and raising $47,961,730.08. The sale occurs at a price -28.7% below the 52-week high of $34.28, within a weak fundamental backdrop: the company posted a net loss of $-265,800,000.00 on revenue of $840,300,000.00 in the latest quarter and faced -2.3% annual revenue decline. Reviewing JANA Partners' cross-ticker track record, prior sales averaged +11.2% return at 90 days with a 0.00% well-timed rate—none of the five prior sells preceded declines—suggesting a pattern of poorly timed exits. At TreeHouse specifically, JANA Partners' four prior buys in May 2025 all underperformed within 90 days (ranging -12.4% to -24.6%), indicating poor execution in accumulating this name. The current sale represents a substantial drawdown of a historically underperforming position in a company reporting material losses, warranting investor scrutiny of both the director's exit logic and the company's operational trajectory.

JANA Partners adds 339,000 THS shares at $23.31; stock down 49.0% from 52-week high amid -$31.8M net loss, 169.46 P/E.

JANA Partners Management purchased 339,000 shares of TreeHouse Foods at $23.31 on 2025-05-13, extending a rapid accumulation sequence (three prior purchases within five days in early May). The transaction increased the entity's holding by 6.2% to 5.82M shares. The stock has declined sharply: currently priced at $22.03, down 49.0% from its 52-week high of $43.22 and down 33.8% over 90 days, despite the insider's active buying pattern. Fundamental headwinds are acute: the company reported a net loss of $-31.8M in the latest quarter, an annual revenue decline of 2.3%, and trades at an elevated 169.46 P/E, signaling either severe distress or market pricing in turnaround hopes. JANA's cross-ticker track record shows mixed results (45.45% win rate on 90-day buys, average -3.4% return), providing limited comfort that this accumulation at deteriorating valuations will succeed.

JANA Partners bought 566,589 shares at avg $22.35 (May 8–12), raising stake to 5.48M shares; stock down 46.6% from $43.22 peak.

JANA Partners Management, LP acquired 566,589 shares across 3 separate purchases totaling $12,660,607.23, with a blended average price of $22.35. The purchases occurred over a 4-day window (May 8–12) at prices ranging from $21.85 to $23.09, and the current price of $23.07 sits near the upper end of the transaction range, indicating purchases were made amid a depressed valuation relative to the 52-week high of $43.22. The stake increased from 4,915,748 shares to 5,482,337 shares (a +11.5% addition to prior holdings). Fundamentals show net income of $-31,800,000.00 and a P/E of 177.46, signaling earnings pressure, though the 90-day price decline of -31.2% provides factual context for the timing of the accumulation. JANA's cross-ticker track record shows 11 prior buys with a 45.45% 90-day win rate and an average 90-day return of -3.4%, indicating that this director's prior purchase patterns have not consistently captured subsequent gains.

CEO Oakland Steven buys 4,660 shares of THS at $21.46 for $100,003.60 amid stock down -33.4% in 90 days.

CEO Oakland Steven purchased 4,660 shares at $21.46 on 2025-05-08, increasing his holdings from 364,861 to 369,521 shares. The purchase occurred near the 52-week low of $21.47, during a period of significant stock weakness: the stock has fallen -33.4% over 90 days and -47.7% from its 52-week high of $43.22. The company faces operational headwinds—net income was $-31.8M in the latest quarter, annual revenue declined -2.3%, and the P/E ratio of 173.85 reflects persistent unprofitability. An insider open-market buy during depressed valuations merits investor attention, though the minimal position increase (+1.3% of prior holdings) and the company's weak fundamentals warrant deeper examination of transaction motivation and forward guidance.