Consumer Staples · Sugar & Confectionery Products · NYSE · CIK 47111 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $186.46 · Day −0.98% · Mkt cap $41.7B · 1Y +6.3% · Off 52W high −22.1% · Vol (1Y) 27.5% Price2023-08-21 → 2026-08-21 HSY close: $216 on 2023-08-21 to $186 on 2026-08-21. Split-adj closes · 240 of 5,335 · price returnⓘ At a glance | Short interest3.7% of sh out | | Days to cover4.7d | | 13F net flow (QoQ)+1.64% | | Top-10 13F concentration46.7% | | Next report (est.)2026-10-29 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | Sales (TTM)$12.16B | | Earnings (TTM)$1.49B | | ROE18.9% | | Net margin7.6% | | Sales growth 3Y3.9% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+3.9% | | 1Y+6.3% | | 3Y−6.5% | | 5Y+17.4% | | 10Y+108.1% | | Since incept. (ann.)+7.7% |
Total return · from 2005-06-03ⓘ Risk | Ann. volatility (1Y)27.5% | | Ann. volatility (3Y)26.1% | | Sharpe (1Y)0.31 | | Sharpe (3Y)0.04 | | Max drawdown (1Y)−27.4% | | Max drawdown (3Y)−31.2% | | Beta (3Y vs SPY)0.04 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| BlackRock, Inc. | 12.8M | $2.7B | 8.63% | +7.3% | | VANGUARD CAPITAL MANAGEMENT LLC | 9.6M | $2.0B | 6.50% | new | | STATE STREET CORP | 7.3M | $1.5B | 4.94% | +1.7% | | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.2M | $1.5B | 4.87% | new | | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.3M | $894M | 2.90% | −19.1% | | GEODE CAPITAL MANAGEMENT, LLC | 4.2M | $869M | 2.83% | −13.2% | | MORGAN STANLEY | 3.9M | $820M | 2.66% | +19.2% | | ROYAL BANK OF CANADA | 3.0M | $631M | 2.05% | −1.4% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-07-30 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-28 | 2026-07-30 | — | — | $2.79B | +6.6% | | 2026-03-29 | 2026-04-30 | — | — | $3.10B | +10.6% | | 2025-12-31 | 2026-02-05 | — | — | $3.09B | +7.0% | | 2025-09-28 | 2025-10-30 | — | — | $3.18B | +6.5% |
As-reported XBRL · next 2026-10-29 est.ⓘ Segment mixFY2025 (ended Dec 2025) US 88% · Non Us 12% geographic · TAGGED revenueⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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