Sugar & Confectionery Products · SIC 2060

HERSHEY CO

HSY

Watch

Latest revenue

$3.10B

as of 2026-03-29

Latest net income

$435.1M

as of 2026-03-29

Net margin

14.0%

as of 2026-03-29

Price · 5Y

+5.0% / yr 8.8 pts / yr vs S&P 500 27.3% total
Compare:

Live market

delayed ≤15 min
$194.78
2.31%
Market cap
$10.64B
Enterprise value
$16.00B
P/E (trailing)
12.0×
Forward P/E
P/B
4.21×
Dividend yield
2.9%
52-wk high
$239.48
52-wk low
$154.37
Beta
Shares out
54.6M

5-year trend

What this company does

AI

Hershey makes and sells chocolate, candy, gum, and salty snacks, including iconic brands like Hershey's, Reese's, and Kisses, mostly through North American retailers. The company generates revenue almost entirely from packaged confectionery and snack sales, with Q1 2026 net sales of $3.1 billion up 11% year-over-year. Gross margin expanded sharply to 39.4% from 33.7%, driving net income to nearly double to $435 million as cocoa cost pressures eased and pricing held.

Generated from HSY's filing dated 2024-02-20

Key risks

AI
  • Cocoa cost exposure: $105M unrealized derivative losses in Q1 2026 follow $271M in Q1 2025, signaling continued commodity-hedging volatility.
  • Leverage and rising interest burden: $5.36B total debt with interest expense up 12% YoY to $49.8M; cash paid for interest nearly doubled to $70M.
  • Receivables surged 34% to $975M (from $730M), consuming $248M of operating cash flow and hinting at channel/customer payment stress.

Generated from HSY's filing dated 2024-02-20

Profitability

Gross margin

33.5%

29.1%

Operating margin

12.3%

52.3%

Net margin

7.6%

61.9%

Return on equity

19.0%

59.6%

Return on assets

6.4%

62.5%

Leverage

Debt / equity

1.96×

12.5%

Long-term debt / equity

1.01×

49.2%

Debt / assets

66.3%

4.2%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-29

$3.10B+10.6%$435.1M+94.1%14.0%

Q4 2025

2025-12-31

$3.09B+7.0%$320.0M-59.8%10.4%

Q3 2025

2025-09-28

$3.18B+6.5%$276.3M-38.1%8.7%

Q2 2025

2025-06-29

$2.61B+26.0%$62.7M-65.3%2.4%

Q1 2025

2025-03-30

$2.81B-13.8%$224.2M-71.9%8.0%

Q4 2024

2024-12-31

$2.89B$796.6M27.6%

Q3 2024

2024-09-29

$2.99B-1.4%$446.3M-13.9%14.9%

Q2 2024

2024-06-30

$2.07B-16.7%$180.9M-55.6%8.7%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Sugar & Confectionery Products · SIC 2060

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Insider activity

Insider buying

$445.4K

Insider selling

$116.0M

Net activity

−$115.5M

Distinct insiders

11

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-20

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale530$188.73$100.0K
2026-05-20

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale889$189.62$168.6K
2026-05-20

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale4,935$190.76$941.4K
2026-05-20

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale3,556$191.27$680.1K
2026-05-20

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale90$192.12$17.3K
2026-05-19

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale171$190.64$32.6K
2026-05-19

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale192$191.38$36.7K
2026-05-19

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale3,333$192.73$642.4K
2026-05-19

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale3,647$193.45$705.5K
2026-05-19

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale2,189$194.53$425.8K
2026-05-19

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale468$195.45$91.5K
2026-05-18

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale237$186.74$44.3K
2026-05-18

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale257$187.32$48.1K
2026-05-18

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale380$188.71$71.7K
2026-05-18

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale2,120$189.59$401.9K
2026-05-18

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale1,502$190.34$285.9K
2026-05-18

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale5,504$191.46$1.1M
2026-05-18

Steven E Voskuil

SVP, Chief Financial Officer

Sale1,500$186.25$279.4K
2026-05-15

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale4,220$186.87$788.6K
2026-05-15

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale3,204$187.53$600.8K
2026-05-15

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale2,007$188.35$378.0K
2026-05-15

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale221$189.47$41.9K
2026-05-15

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale348$190.39$66.3K
2026-05-14

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale836$189.98$158.8K
2026-05-14

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale2,971$190.46$565.8K
2026-05-14

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale3,598$191.62$689.5K
2026-05-14

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale1,630$192.31$313.5K
2026-05-14

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale503$193.44$97.3K
2026-05-14

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale216$195.66$42.3K
2026-05-14

HERSHEY TRUST CO TRUSTEE IN TRUST FOR MILTON HERSHEY SCHOOL

10%+ owner

Sale246$196.20$48.3K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns HSY

Institutional value

$9.16B

Total shares held

45.2M

Distinct holders

792

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC9.6M$2.00BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC7.2M$1.50BNew
3Invesco Ltd.1.7M$353.9MNew
4STIFEL FINANCIAL CORP1.2M$253.5MNew
5DIMENSIONAL FUND ADVISORS LP1.2M$251.7MNew
6Bank of New York Mellon Corp1.1M$236.9MNew
7UBS Group AG1.1M$228.1MNew
8Legal & General Group Plc1.0M$210.1MNew
9ENVESTNET ASSET MANAGEMENT INC1.0M$209.9MNew
10VANGUARD FIDUCIARY TRUST CO836.0K$173.8MNew
11DEUTSCHE BANK AG\686.5K$142.7MNew
12JANE STREET GROUP, LLC672.2K$139.8MNew
13WELLS FARGO & COMPANY/MN580.9K$120.8MNew
14EQUITY INVESTMENT CORP548.1K$114.0MNew
15CITIGROUP INC515.8K$107.2MNew
16LPL Financial LLC478.0K$99.4MNew
17Swiss National Bank434.9K$90.4MNew
18Nuveen, LLC392.9K$81.7MNew
19Mitsubishi UFJ Asset Management Co., Ltd.338.1K$70.3MNew
20Sumitomo Mitsui Trust Group, Inc.337.8K$70.2MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    Gross margin jumped to 39.4% from 33.7% YoY—how much reflects cocoa hedge gains versus pricing, and what's the sustainable run-rate?

  2. 2

    Operating cash flow rose only 18% despite net income nearly doubling—why did receivables balloon $247M, signaling channel stuffing concerns?

  3. 3

    With $105M unrealized derivative losses and cocoa near record highs, what's your hedge coverage for 2H 2026 and 2027?

Refreshed when HSY files a new report · last from 2024-02-20