New insider activity at TreeHouse Foods ( (THS) ) has taken place on May 15, 2025.
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JANA Partners Management, LP has made a significant investment in TreeHouse Foods by purchasing 339,000 shares of the company’s stock. This transaction is valued at an impressive $7,902,090, showcasing JANA Partners’ confidence in TreeHouse Foods’ potential growth and performance.
Recent Updates on THS stock
In recent developments, TreeHouse Foods experienced a notable increase in its stock price following Jana Partners’ decision to significantly increase its stake in the company. This move led to a 1% rise in after-hours trading. Despite surpassing its Q1 earnings guidance, TreeHouse’s price targets were lowered by analysts at Truist and Barclays. Truist adjusted its price target due to the company’s Q1 earnings and guidance, while Barclays cited ongoing pressure on private label consumption trends, which supports TreeHouse’s new focus on profitability and cash flow. The company’s Q1 performance showed a decline in net sales due to unfavorable volume/mix and a product recall, but was partially offset by acquisitions and pricing strategies. TreeHouse remains focused on strategic plans to enhance margins and profitability, projecting steady sales and EBITDA growth in the upcoming quarters.
Spark’s Take on THS Stock
According to Spark, TipRanks’ AI Analyst, THS is a Neutral.
TreeHouse Foods scores 54, reflecting a challenging environment. Financial performance indicates operational improvements but struggles with profitability and leverage. Technical analysis highlights a bearish trend, while valuation remains unattractive due to a high P/E ratio. Despite positive operational strides, earnings call challenges such as declining sales moderate the outlook. Focus on cost management and revenue growth is crucial for future performance.
To see Spark’s full report on THS stock, click here.
More about TreeHouse Foods
YTD Price Performance: -32.91%
Average Trading Volume: 809,039
Technical Sentiment Signal: Sell
Current Market Cap: $1.17B