TreeHouse Foods Inc
NYSE:THS

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TreeHouse Foods Inc
NYSE:THS
Watchlist
Price: 130.5 USD 434.18% Market Closed
Market Cap: $1.2B

During the last 3 months TreeHouse Foods Inc insiders bought 8.8m USD , and sold 48m USD worth of shares. The stock price has increased by 435% over this period (open performance analysis).

The last transaction was made on Feb 10, 2026 by Jana Partners Management, Lp , who sold 48m USD worth of THS shares.

Last Transactions:
Jana Partners Management, Lp
$-48m
Mule Edward A
$+8.8m
Landry Stephen Alan
$-145k
Dewitt Adam
$-32.4k
Jana Partners Management, Lp
$+7.9m
Jana Partners Management, Lp
$+408.2k
Jana Partners Management, Lp
$+9.5m
Oakland Steven
$+100k
Jana Partners Management, Lp
$+2.7m
Waterman Kristy N.
$-127k
Landry Stephen Alan
$-130.3k
Hunter Mark
$-167.4k
Jana Partners Llc
$+1.1m
Jana Partners Llc
$+3.9m
Jana Partners Llc
$+1.9m
Hunter Mark
$-410.3k
Sardini Ann
$-253.6k
Sardini Ann
$-757.4k
Jana Partners Llc
$-2.3m
Jana Partners Llc
$-3.3m
Jana Partners Llc
$-13.3m
Roberts Lori G
$-615k
Braun Clifford
$-134.5k
Braun Clifford
$-138.3k
Oconnell Frank Joseph
$-117.1k
Braun Clifford
$-57.3k
Braun Clifford
$-470.1k
Oneill Thomas Emmet Iii
$-296.4k
Smith Gary Dale
$+95.5k
Oneill Thomas Emmet Iii
$-1.1m
Roberts Lori G
$-258.4k
Vermylen David B
$-1m
View All Transactions

During the last 3 months TreeHouse Foods Inc insiders bought 8.8m USD , and sold 48m USD worth of shares. The stock price has increased by 435% over this period (open performance analysis).

The last transaction was made on Feb 10, 2026 by Jana Partners Management, Lp , who sold 48m USD worth of THS shares.

Sold
0-3
months
48m USD
1
3-6
months
145k USD
1
6-9
months
0 USD
0
9-12
months
32.4k USD
1
Bought
0-3
months
1
8.8m USD
3-6
months
0
0 USD
6-9
months
No Insider Transactions
0
0 USD
9-12
months
2
20.7m USD

TreeHouse Foods Inc
Insider Trading Chart

TreeHouse Foods Inc
Insiders Performance

1 Week Later 1 Month Later 3 Months Later 6 Months Later 1 Year Later
Average Return
Median Return
Win Rate

TreeHouse Foods Inc
Last Insider Transactions

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Insiders Monitor

TreeHouse Foods Inc
Glance View

Market Cap
1.2B USD
Industry
Food Products

TreeHouse Foods Inc. began its journey with a clear mission: to serve as a vital partner in the private label market, enabling retailers to offer high-quality, economical alternatives to national brands. Established in 2005, TreeHouse rapidly expanded its footprint through a series of strategic acquisitions that broadened its product offerings and deepened its capabilities. The company operates within a complex food supply chain, leveraging its diverse manufacturing facilities to produce a wide array of items, from non-dairy creamers, single-serve beverages, organic sweeteners, and condiments to snacks, cereal, and pasta. TreeHouse's business model is centered around producing these private label products for grocery retailers, mass merchandisers, and foodservice distributors, allowing them to customize the products to their specifications, thus achieving cost efficiencies and differentiation from shelf competitors. At the core of TreeHouse Foods' ability to thrive in the competitive food industry is its commitment to providing value-driven products while maintaining a focus on sustainability and operational excellence. The company's revenue streams are predominantly derived from these private label sales, which align with consumer trends toward budget-conscious shopping and tailored health-conscious options. By effectively managing supply chain logistics and enhancing its production efficiencies, TreeHouse ensures that it delivers products at competitive prices while maintaining quality standards. In an era marked by increasing demand for transparency and accountability, TreeHouse is also devoted to initiatives around ingredient sourcing and packaging innovations, aligning its growth trajectory with evolving consumer preferences.

THS Intrinsic Value
214.69 USD
Undervaluation 39%
Intrinsic Value
Price $130.5

What is Insider Trading?

Insider trading refers to the buying or selling of a company’s stock by individuals with access to non-public, material information about the company.

While legal insider trading occurs when insiders follow disclosure rules, illegal insider trading involves trading based on confidential information and is prohibited by law.

Why is Insider Trading Important?

It isn't a coincidence that corporate executives seem to always buy at the right times. After all, they have access to every bit of company information you could ever want.

However, the fact that company executives have unique insights doesn't mean that individual investors are always left in the dark. Insider trading data is out there for all who want to use it.

Peter Lynch

Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise.

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