Smithfield Foods (SFD) Target Raised by Morgan Stanley on Strong Q4 Results

Smithfield Foods, Inc. (NASDAQ:SFD) is included among the Dividend Capture Strategy: 14 High Yield Stocks to Buy in April.

On March 25, Morgan Stanley raised its price recommendation on Smithfield Foods, Inc. (NASDAQ:SFD) to $31 from $29. It reiterated an Overweight rating on the shares. The analyst pointed to strong Q4 results and described the FY26 outlook as “prudent,” noting that it still leaves room for upside. After the earnings report, the firm increased its FY26 estimates by about 14%.

During the Q4 2025 earnings call, President and CEO Shane Smith described 2025 as an outstanding year. He pointed to record profits, expanding margins, and stronger cash flow. He said the company has put in place a foundation for multiyear growth while keeping its financial position solid. At the same time, it continues to invest in the business and return value to shareholders.

Smith also discussed the company’s return to the US equity markets through an IPO. He said the business is becoming leaner, more profitable, and more focused. He highlighted efforts to streamline the Packaged Meats segment, exit non-core operations, and move faster on automation. He also announced the appointment of Donovan Owens as President of North America Pork. He noted that the Fresh Pork segment’s adjusted operating profit increased to $209 million in 2025 from $30 million in 2022. Owens will oversee Fresh Pork, Hog Production, Commodity Risk Management, and the company’s operations in Mexico.

Smithfield Foods, Inc. (NASDAQ:SFD) is an American food company focused on packaged meats and fresh pork products. It sells products under brands such as Smithfield, Eckrich, and Nathan’s Famous. The company operates through three segments: Packaged Meats, Fresh Pork, and Hog Production.

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