Seneca Foods Corp(SENEA)Stock Analysis
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Rank #380 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SENEA Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Seneca Foods Corp (SENEA), a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores SENEA at 69.2/100 on a 32-signal composite quality model, placing it at rank #380 of 2,879 stocks — the top 25% of the AI-ranked universe. SENEA scores in the top quartile across revenue growth (84.2), balance sheet strength (79.1). Based on the latest XBRL financial filings (Q3 2026), Seneca Foods Corp reports quarterly revenue of $508.3M, net income of $44.8M, an operating margin of 11.8%. Top institutional holders of SENEA by reported 13-F value include BlackRock,, DIMENSIONAL FUND ADVISORS, AMERICAN CENTURY COMPANIES, based on the most recent SEC filings. SENEA trades on the Nasdaq exchange and files with the SEC under CIK 88948. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SENEA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Seneca Foods Corp directly from SEC EDGAR. Seneca Foods Corp's 13F Pro composite quality score has ranged between 8 and 78 since 2021, currently 69.2 — a stable long-term trajectory across 51 quarterly and live scoring snapshots.
What's Driving SENEA's Business? Latest 10-K Breakdown
AI-extracted from Seneca Foods Corp's 10-K filed 2026-06-11 — FY2026 (year ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Seneca Foods reported fiscal 2026 net sales of $1,659.7M, up 5.1% YoY, driven by canned vegetables ($1,366.6M) and the March 2026 Green Giant U.S. frozen business acquisition.
Biggest Revenue Drivers
Total revenue: $1,659.7M+5.1% YoY
Core product category representing 82% of total food packaging net sales.
Jarred fruits and related products representing 6% of total food packaging sales.
Largest Expense Items
Personnel costs including health benefits increased; seasonal workforce of ~4,015 employees during peak harvest; tight labor market conditions in operating regions.
Watch Items from the Filing
- Top ten customers represented 56% of net sales in FY2026 (vs. 53% in FY2025), indicating increasing customer concentration risk.
- Green Giant U.S. frozen business acquisition (March 2, 2026) represents ~7.1% of total assets and 1.4% of FY2026 revenues; integration ongoing with internal controls excluded from assessment.
- LIFO reserve of $337.0M ($82.9M in deferred taxes at 24.6% rate); potential tax law changes could accelerate payment of $82.9M in previously deferred taxes.
- Seasonal business with peak inventory and accounts receivable in Q2-Q3; Q1 FY2025 net earnings were only $0.6M, demonstrating significant quarterly volatility.
- Production capacity concentrated in limited facilities: single plant each for cherry and pumpkin products; two can-manufacturing plants with limited interchangeability.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q3 2026
$508.3M
Net Income
Q3 2026
$44.8M
Free Cash Flow
Q3 2026
$22.9M
Operating Margin
Q3 2026
11.8%
ROIC
Q3 2026
6.1%
D/E Ratio
Q3 2026
0.44
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+8.2% YoYNet Income
-34.9% YoYOperating Income
-27.5% YoYEPS (Diluted)
-31.1% YoYTotal Assets
-14.6% YoYTotal Debt
-12.6% YoYOp. Cash Flow
+504.4% YoY| Metric | FY 2025 | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $1.58B +8.2% | $1.46B +5.3% | $1.39B -5.6% | $1.47B +9.9% | $1.34B +11.4% | $1.20B |
| Net Income | $41.2M -34.9% | $63.3M +37.1% | $46.2M -63.4% | $126.1M +140.9% | $52.3M +810.6% | $5.7M |
| Operating Income | $77.8M -27.5% | $107.2M +67.5% | $64.0M -64.6% | $181.1M +156.7% | $70.5M +285.2% | $-38.1M |
| EPS (Diluted) | $5.90 -31.1% | $8.56 +63.4% | $5.24 -61.8% | $13.72 +145.9% | $5.58 +845.8% | $0.59 |
| Total Assets | $1.18B -14.6% | $1.38B +46.9% | $942.3M +3.6% | $909.3M +0.0% | $909.3M +7.1% | $848.9M |
| Total Debt | $571.6M -12.6% | $653.9M +355.2% | $143.6M +9.3% | $131.4M -46.7% | $246.4M -9.9% | $273.4M |
| Operating Cash Flow | $335.5M +504.4% | $-83.0M -375.1% | $30.2M -83.5% | $183.2M +43.9% | $127.3M +31.1% | $97.1M |
AI Insight: SENEA Financial Trends
Seneca Foods returned to profitability in Q4 2025 with $45M net income while cutting debt in half from peak, though operating cash flow remains volatile.
• Net income swung from -$48M loss in Q1 2025 to $45M profit in Q4 2025, signaling operational recovery.
• Total debt fell 55% from $779M in Q2 2024 peak to $315M in Q4 2025, strengthening balance sheet.
• Operating income returned to $60M in Q4 2025 after dipping to -$47M in Q1 2025.
⚠ Operating cash flow contracted to $31M in Q4 2025 from $221M in Q1 2025—sharp reversal after interim strength.
⚠ Revenue seasonality masks underlying trends; Q1–Q2 consistently weak (~$300M) versus Q3–Q4 strength (~$425–$508M).
AI Insight: SENEA Ratio Trends
Seneca Foods rebounded sharply in Q4 2025, with operating margin recovering to 11.8% and ROIC surging to 23.3%, while leverage halved year-over-year to 0.44 D/E.
• Operating margin collapsed to -15.0% in Q1 2025, then recovered to 11.8% in Q4 2025—a 26.8pp swing signaling operational stabilization.
• ROIC improved from -15.6% in Q1 2025 to 23.3% in Q4 2025, approaching Q4 2023 levels of 17.1%.
• Debt-to-equity declined from 1.15 in Q4 2023 to 0.44 in Q4 2025, reducing financial risk materially.
⚠ Q1 2025 was a severe earnings miss across all profitability metrics. Confirm Q1 2025 drivers and whether seasonality or one-time items explain the reversal.
⚠ Q4 2025 recovery is strong, but Q2–Q3 2024 and Q2 2025 profitability remain well below pre-2024 levels.
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Available Research
13F Pro tracks comprehensive data for Seneca Foods Corp including:
Top Institutional Holders of SENEA
BlackRock, Inc.
$65.4M432,610 shDIMENSIONAL FUND ADVISORS LP
$63.5M420,299 shAMERICAN CENTURY COMPANIES INC
$34.5M228,110 shVANGUARD CAPITAL MANAGEMENT LLC
$29.9M197,552 shALLIANCEBERNSTEIN L.P.
$26.0M235,215 shGEODE CAPITAL MANAGEMENT, LLC
$23.3M154,367 shVANGUARD PORTFOLIO MANAGEMENT LLC
$19.3M127,906 shSTATE STREET CORP
$18.5M122,214 shROYCE & ASSOCIATES LP
$16.6M109,789 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$15.3M101,537 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $65.4M | 432,610 |
| DIMENSIONAL FUND ADVISORS LP | $63.5M | 420,299 |
| AMERICAN CENTURY COMPANIES INC | $34.5M | 228,110 |
| VANGUARD CAPITAL MANAGEMENT LLC | $29.9M | 197,552 |
| ALLIANCEBERNSTEIN L.P. | $26.0M | 235,215 |
| GEODE CAPITAL MANAGEMENT, LLC | $23.3M | 154,367 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $19.3M | 127,906 |
| STATE STREET CORP | $18.5M | 122,214 |
| ROYCE & ASSOCIATES LP | $16.6M | 109,789 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $15.3M | 101,537 |
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Popular Research
Is SENEA a good stock to buy?
13F Pro's AI-powered analysis of Seneca Foods Corp (SENEA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Staples sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SENEA are available on the SENEA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SENEA?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SENEA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Seneca Foods Corp's investment landscape.