Welcome to our dedicated page for Hormel Foods SEC filings (Ticker: HRL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Hormel Foods Corporation filings document the regulatory record for a branded food operating company, including material-event reports, operating and financial results, risk factors, capital-structure disclosure and governance matters. Form 8-K reports cover earnings releases, material agreements, exit or disposal activities, executive transitions, compensation arrangements and other current events affecting the company.
Proxy materials disclose board elections, executive compensation, stockholder voting matters and the Hormel Foods Corporation 2026 Equity and Incentive Compensation Plan. The filings also record restructuring-related charges and incentive-plan mechanics tied to common stock, providing formal detail on governance, compensation programs and corporate actions within Hormel's food brand portfolio.
Hormel Foods Corporation reported mixed Q2 fiscal 2026 results. Net sales rose to $2.97 billion, up 2.5%, but diluted EPS fell to $0.29, down 12.1%. Adjusted diluted EPS increased 14.3% to $0.40, reflecting stronger underlying operations.
Total segment profit grew 12.6% to $333.6 million, with Retail, Foodservice, and International all improving, helped by better turkey network performance and export strength. However, a $61 million loss on the sale of the whole-bird turkey business weighed on GAAP earnings and boosted SG&A.
For the first six months, net sales reached $6.0 billion (up 1.9%) and diluted EPS was $0.62 versus $0.64. Operating cash flow strengthened to $528 million, a 44% increase, aided by more favorable working capital. The company continues a restructuring and Transform and Modernize initiative while managing higher logistics and legal costs.
Hormel Foods reported second-quarter fiscal 2026 results showing modest top-line growth and stronger performance on an adjusted basis. Net sales were $2.97 billion, with organic net sales up 3.3%. GAAP diluted EPS was $0.29, while adjusted diluted EPS rose to $0.40.
Adjusted operating income increased to $293.7 million, and adjusted operating margin improved to 9.9%. All three segments posted organic net sales and profit growth, led by Foodservice and International. Cash flow from operations was $179 million, and the company returned $161 million to shareholders through dividends.
Hormel completed the sale of its whole-bird turkey business, recording a $61 million loss, and expects about a $50 million reduction in fiscal 2026 net sales with minimal impact on adjusted EPS. For full-year 2026, it reaffirmed net sales of $12.2–$12.5 billion and adjusted EPS of $1.43–$1.51, but lowered GAAP EPS guidance to $1.28–$1.37 to reflect portfolio actions and special items.
Hormel Foods director D Scott Aakre reported a tax-related share withholding tied to restricted stock units. On April 27, 2026, 1,722 shares of common stock were withheld at $21.47 per share to satisfy tax obligations on the vesting of a previously reported restricted stock unit award.
After this transaction, Aakre directly held 47,944.783 shares of common stock, with additional indirect ownership of 4,620.5226 shares through a 401(k) Plan. Footnotes indicate the position also reflects dividend equivalents on restricted stock units that were reinvested since the prior filing. The disposition reflects tax withholding, not an open-market sale.
Hormel Foods executive William W. Bonifant, GVP and Chief Supply Chain Officer, received equity compensation on April 14, 2026. He was granted stock options for 87,700 shares of common stock at an exercise price of $20.76 per share, expiring on April 14, 2036. These options vest in four equal annual installments beginning April 14, 2027, under the Hormel Foods Corporation 2026 Equity and Incentive Compensation Plan.
Bonifant also received an award of 12,043 shares of common stock in the form of restricted stock units, which vest three years after the grant date. Following these awards, he holds 87,700 stock options and 12,043 shares of common stock directly. These are compensation-related grants, not open-market purchases or sales.
Hormel Foods director Debbra L. Schoneman received an equity grant tied to her board service. She acquired 1,332.78 phantom stock units of Hormel Foods common stock at a reference value of $22.65 per unit, increasing her directly held equivalent common stock balance to 15,819.78 shares.
Each phantom stock unit equals one share of common stock and is deferred under the Nonemployee Director Deferred Stock Subplan of the Hormel Foods Corporation 2026 Equity and Incentive Compensation Plan. These units are payable in common shares after she leaves the board, either in a lump sum or installments, with accelerated payout upon certain change in control events.
Hormel Foods director Gary C. Bhojwani reported an equity-related award tied to the company’s common stock. On March 31, he acquired 2,665.560 phantom stock units at a reference price of $22.65 per unit, bringing his directly held phantom stock balance to 77,425.910 units.
Each phantom stock unit equals one share of common stock and was granted under the Hormel Foods Corporation Nonemployee Director Deferred Stock Subplan pursuant to the 2026 Equity and Incentive Compensation Plan. These units will be paid in common shares in a lump sum or up to ten annual installments after his service as a director ends, or in a lump sum if separation occurs within six months following a change in control, as described in the plan. The filing also lists 4,328 shares of common stock held indirectly through an entity identified as GRAT 4.
Newlands William A reported acquisition or exercise transactions in this Form 4 filing.
Hormel Foods director William A. Newlands received a grant of 6,721.85 phantom stock units of common stock at a reference price of $22.65 per unit. Each phantom stock unit equals one share of common stock and is issued under the Hormel Foods Corporation Nonemployee Director Deferred Stock Subplan.
The units are payable in shares of common stock in either a lump sum or up to ten annual installments after his service as a director ends, or in a lump sum if he separates within six months following a change in control. Following this grant, Newlands holds a total of 58,133.82 phantom stock units.
White Steven Andrew reported acquisition or exercise transactions in this Form 4 filing.
Hormel Foods (HRL) director Steven Andrew White reported an equity award of 2,665.56 phantom stock units tied to the company’s common stock. The award is valued at $22.65 per unit and increases his directly held equivalent stock balance to 42,604.931 shares. These phantom stock units are credited under Hormel’s Nonemployee Director Deferred Stock Subplan in the 2026 Equity and Incentive Compensation Plan and are payable in common shares after his service as a director ends or sooner after a qualifying change in control. The filing also notes 52,532 shares held indirectly through a spouse’s irrevocable trust as of the same date.
Policinski Christopher J. reported acquisition or exercise transactions in this Form 4 filing.
Hormel Foods Corp. director Christopher J. Policinski received an equity-based award of phantom stock units tied to the company’s common stock. The grant covers 2,491.7200 units at a reference value of $22.6500 per unit, increasing his directly held equivalent common stock units to 124,912.3260.
The units were granted under the Hormel Foods Corporation Nonemployee Director Deferred Stock Subplan pursuant to the 2026 Equity and Incentive Compensation Plan. Each phantom stock unit equals one share of common stock and is payable, in shares, after his service as a director ends or upon certain change-in-control separation events.
Hormel Foods Corp: The Vanguard Group filed an Amendment No. 8 to Schedule 13G/A reporting 0 shares beneficially owned (0%) of Hormel Foods common stock following an internal realignment. The filing states that, after the January 12, 2026 disaggregation, certain Vanguard subsidiaries report ownership separately.
The filing is signed by Ashley Grim, Head of Global Fund Administration, with a signature date of 03/27/2026.