TreeHouse Foods (THS) Expected to Announce Quarterly Earnings on Friday

TreeHouse Foods (NYSE:THS) is anticipated to release its Q4 2025 results before the market opens on Friday, February 13th. Analysts expect the company to announce earnings of $0.91 per share and revenue of $927.55 million for the quarter. Parties may review the information on the company’s upcoming Q4 2025 earning report for the latest details on the call scheduled for Friday, February 20, 2026 at 9:30 AM ET.

TreeHouse Foods (NYSE:THS) last announced its earnings results on Monday, November 10th. The company reported $0.43 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.53 by ($0.10). TreeHouse Foods had a negative net margin of 7.25% and a positive return on equity of 5.52%. The company had revenue of $841.90 million for the quarter, compared to analysts’ expectations of $853.53 million. During the same period in the previous year, the firm earned ($0.07) EPS. The firm’s quarterly revenue was up .1% on a year-over-year basis. On average, analysts expect TreeHouse Foods to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

TreeHouse Foods Stock Up 0.0%

THS opened at $24.46 on Thursday. TreeHouse Foods has a fifty-two week low of $15.85 and a fifty-two week high of $40.77. The firm has a market capitalization of $1.23 billion, a P/E ratio of -5.09 and a beta of 0.18. The company’s 50-day moving average is $24.03 and its 200 day moving average is $21.21. The company has a debt-to-equity ratio of 1.18, a current ratio of 1.29 and a quick ratio of 0.40.

Insider Buying and Selling at TreeHouse Foods

In other TreeHouse Foods news, Director Jana Partners Management, Lp sold 1,959,221 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $24.48, for a total value of $47,961,730.08. Following the completion of the sale, the director owned 3,862,116 shares of the company’s stock, valued at $94,544,599.68. This represents a 33.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Stephen Alan Landry sold 6,097 shares of TreeHouse Foods stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $23.79, for a total transaction of $145,047.63. The disclosure for this sale is available in the SEC filing. 11.10% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in THS. EverSource Wealth Advisors LLC grew its holdings in TreeHouse Foods by 320.8% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,355 shares of the company’s stock worth $26,000 after acquiring an additional 1,033 shares during the last quarter. PNC Financial Services Group Inc. lifted its holdings in TreeHouse Foods by 97.8% in the 4th quarter. PNC Financial Services Group Inc. now owns 1,897 shares of the company’s stock worth $45,000 after buying an additional 938 shares during the period. Quadrant Capital Group LLC bought a new stake in shares of TreeHouse Foods in the 3rd quarter worth approximately $73,000. Canada Pension Plan Investment Board purchased a new position in shares of TreeHouse Foods during the second quarter valued at approximately $70,000. Finally, Tower Research Capital LLC TRC raised its holdings in shares of TreeHouse Foods by 101.0% during the second quarter. Tower Research Capital LLC TRC now owns 4,561 shares of the company’s stock valued at $89,000 after acquiring an additional 2,292 shares in the last quarter. Institutional investors own 99.81% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently commented on THS shares. Barclays lifted their target price on TreeHouse Foods from $21.00 to $23.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 11th. Zacks Research upgraded TreeHouse Foods from a “strong sell” rating to a “hold” rating in a research note on Thursday, January 1st. Stifel Nicolaus upped their price target on TreeHouse Foods from $19.00 to $22.50 and gave the company a “hold” rating in a research report on Tuesday, November 11th. Truist Financial boosted their price objective on TreeHouse Foods from $20.00 to $22.50 and gave the company a “hold” rating in a research note on Thursday, November 13th. Finally, William Blair cut shares of TreeHouse Foods from an “outperform” rating to a “hold” rating in a research note on Tuesday, November 11th. Eight equities research analysts have rated the stock with a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Reduce” and a consensus price target of $24.67.

About TreeHouse Foods

TreeHouse Foods, Inc (NYSE: THS) is a leading manufacturer and supplier of private-label packaged food and beverage products. Headquartered in Oak Brook, Illinois, the company partners with major grocery chains, club retailers and foodservice outlets to develop, produce and distribute a diverse portfolio of items under store brands and, in select categories, under its own labels.

Since its founding in 2005 through the consolidation of several specialty food businesses, TreeHouse Foods has grown primarily through strategic acquisitions and operational integration.