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TreeHouse Foods, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest, by Silver Point Capital L.P., was filed 12 Feb 2026.
TreeHouse Foods, Inc.: what insiders have been doing
TreeHouse Foods, Inc., classified in the Food & Agriculture sector, is a listed company. Its insiders report their share dealings to SEC (Form 4). The last twelve months, up to 22 October 2026, brought 55 filings signed by 13 insiders.
Purchases and sales both appear in the filings: 1 purchase (1 insider, €7.4M) and 2 sales (2 insiders, €40.4M). The net balance comes to €33.0M on the selling side. Open-market purchases are the filings investors watch most closely, because the insider pays for the shares out of pocket. At €40.3M, the sale published on 10 February 2026 by JANA Partners Management, LP is the largest of the period.
The clock since the last published purchase (12 February 2026) now reads 254 days. The median gap between trade and publication is zero days: most filings appear on the same day. Section 16 rules allow two business days to file each Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
Compared with its exchange (3,171 companies, median 24 filings), a count of 55 filings is above the norm. Our records for TreeHouse Foods, Inc. go back to 2016, with 27 purchases and 72 sales on the open market in total.
Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
810
Thresholds
n/a
Buy Volume
€33M
27 ops. · all time
Sell Volume
€85M
72 ops. · all time
Who traded when
BuySaleJANA Partners Management, LP4 buys1 sale
Adam DeWitt1 sale
Silver Point Capital L.P.1 buy
Stephen Alan Landry1 sale
Steven Oakland1 buy
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Financial data
as of FY 2024FY ended December 2024 · cache
Income statement
RevenueUS$2.9B
Gross profitUS$472.2M16% margin
Net incomeUS$23.2M0.8% margin
Last declaration on 12 February 2026
Declarations810 total
5,408,000 sharesCommon StockSEC:0001193125-26-049393:1
357,917 shares@ US$24.54100.0% of flowCommon StockSEC:0001193125-26-049393:0
Canonical exit: 11 May 2026 (T+90)
60,398 sharesCommon StockSEC:0001789585-26-000002:3
60,398 sharesCommon StockSEC:0001789585-26-000002:4
7,727 sharesCommon StockSEC:0001828255-26-000002:2
22,669 sharesCommon StockSEC:0001664676-26-000004:1
22,669 sharesCommon StockSEC:0001664676-26-000004:2
21,664 sharesCommon StockSEC:0001916636-26-000002:2
21,664 sharesCommon StockSEC:0001916636-26-000002:3
7,727 sharesCommon StockSEC:0001393867-26-000002:1
7,727 sharesCommon StockSEC:0001393867-26-000002:2
7,727 sharesCommon StockSEC:0000902664-26-000859:1
7,727 sharesCommon StockSEC:0000902664-26-000859:2
34,040 sharesCommon StockSEC:0001789585-26-000002:1
34,040 sharesCommon StockSEC:0001789585-26-000002:2
157,734 sharesCommon StockSEC:0001251543-26-000002:1
157,734 sharesCommon StockSEC:0001251543-26-000002:2
281,598 sharesCommon StockSEC:0001251543-26-000002:3
281,598 sharesCommon StockSEC:0001251543-26-000002:4
17,807 sharesCommon StockSEC:0001808900-26-000002:1
17,807 sharesCommon StockSEC:0001808900-26-000002:2
46,485 sharesCommon StockSEC:0001808900-26-000002:3
46,485 sharesCommon StockSEC:0001808900-26-000002:4
30,861 sharesCommon StockSEC:0001276766-26-000002:1
30,861 sharesCommon StockSEC:0001276766-26-000002:2
25 of 810 declarations
About TreeHouse Foods, Inc.
TreeHouse Foods, Inc. (NYSE: THS) is a U.S.-based packaged food company focused on private label products, with a particularly strong footprint in North America. Headquartered in Oak Brook, Illinois, United States, the company manufactures and sells a broad portfolio of food and beverage items for retail grocery, food-away-from-home, and co-pack customers. Its product set spans crackers, cookies, waffles and other snacking items, non-dairy creamer, coffee, tea, broths and stocks, powdered beverage mixes, pickles, refrigerated dough, hot cereal, cheese and pudding, and selected frozen products. That mix gives TreeHouse exposure to multiple consumption occasions while limiting reliance on any single category.
TreeHouse’s roots date back to 2005, when the company was spun off and began building a private brands platform through acquisitions. A major inflection point came in 2016 with the acquisition of ConAgra’s Private Brands business, which significantly expanded TreeHouse’s scale and manufacturing footprint. More recently, the company has continued to reshape its portfolio through targeted transactions, including the early-2025 acquisition of certain subsidiaries operating the private-label tea business of Harris Freeman. At the same time, TreeHouse has also exited or reduced exposure to lower-priority businesses, including snack bars and certain ready-to-drink beverage activities, reflecting a continued focus on portfolio discipline.
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From a competitive standpoint, TreeHouse is positioned as a large-scale supplier of store brands rather than a branded consumer company. Its differentiation comes from manufacturing scale, category breadth, long-standing retailer relationships, and the ability to deliver cost-competitive private label products across shelf-stable, refrigerated, and frozen formats. In a fragmented private-label market, this operating model can support strong customer retention, although execution risk remains important given the complexity of food manufacturing and supply-chain management.
Recent developments have been meaningful. In February 2025, TreeHouse reported full-year 2024 net sales of $3.354 billion and issued initial 2025 guidance pointing to modest growth and improved free cash flow. The company also navigated operational disruptions in 2024, including a voluntary recall of frozen griddle products and related restoration costs at a broth facility. For investors, TreeHouse remains a cyclical but resilient consumer staples name, where margin management, manufacturing reliability, and portfolio optimization are central to the equity story. It is listed on the NYSE in the United States.
