HERSHEY CO
HSYOther · Large accelerated filer · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $11.69B | $11.20B | $11.16B | $10.42B | $8.97B | $8.15B |
| Operating income | $1.44B | $2.90B | $2.56B | $2.26B | $2.04B | $1.78B |
| Net income | $883.3M | $2.22B | $1.86B | $1.64B | $1.48B | $1.28B |
| Total assets | $13.74B | $12.95B | $11.90B | $10.95B | $10.41B | $9.13B |
| Total liabilities | $9.10B | $8.23B | $7.80B | $7.65B | $7.66B | $6.89B |
| Equity | $4.64B | $4.71B | $4.10B | $3.30B | $2.76B | $2.23B |
| EPS (diluted) | — | — | — | — | — | — |
| Shares out. | 202.8M | 202.4M | 204.4M | 205.0M | 206.1M | 208.2M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- 12.3%
- Net margin
- 7.6%
- Return on equity
- 19.0%
- Return on assets
- 6.4%
- Return on capital (ROCE)
- 13.4%
- Liabilities / assets
- 66.3%
- Debt / equity
- 1.96×
- Book value / share
- $22.86
- Revenue growth (YoY)
- 4.4%
- Net income growth (YoY)
- −60.2%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Altman Z″ (distress)
- 2.82safe
- Accruals / assets
- −10.1%clean
- Piotroski F-Score
- 4/9mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 6 good- Operating margin is positive
- Strong return on equity (>15%)
- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
- Altman Z″ in the safe zone
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Capital International InvestorsPassive (13G)May 14, 2026
- Vanguard Capital Management LlcPassive (13G)Apr 30, 2026
- Vanguard Group IncPassive (13G)Mar 27, 2026
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recentHeadline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 10.5M | 5.3 | +17.5% |
| Apr 30, 2026 | 8.9M | 4.3 | -5.4% |
| Apr 15, 2026 | 9.4M | 5.0 | +8.8% |
| Mar 31, 2026 | 8.7M | 4.3 | +13.7% |
| Mar 13, 2026 | 7.6M | 5.4 | -7.5% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Director / officer change · Regulation FD disclosureMay 28, 2026
- Shareholder voteMay 8, 2026
- Results of operationsApr 30, 2026
- Director / officer changeApr 14, 2026
- Results of operations · Regulation FD disclosureMar 31, 2026
- Results of operationsFeb 5, 2026
- Amended charter or bylawsDec 5, 2025
- Results of operationsOct 30, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- 4OWNERSHIP DOCUMENTJun 1, 2026
- 8-KFORM 8-K DATED MAY 28, 2026May 28, 2026
- 4OWNERSHIP DOCUMENTMay 27, 2026
- 4OWNERSHIP DOCUMENTMay 26, 2026
- 4OWNERSHIP DOCUMENTMay 20, 2026
- SDFORM SDMay 19, 2026
- 4PRIMARY DOCUMENTMay 19, 2026
- 4OWNERSHIP DOCUMENTMay 18, 2026
- 144May 18, 2026
- SCHEDULE 13G/AMay 14, 2026
- 4OWNERSHIP DOCUMENTMay 13, 2026
- 3PRIMARY DOCUMENTMay 13, 2026
- 4OWNERSHIP DOCUMENTMay 11, 2026
- 8-KFORM 8-K DATED MAY 5, 2026May 8, 2026
- 4OWNERSHIP DOCUMENTMay 6, 2026
Event-driven situations (2)
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