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HRL

Hormel Foods Corporation

Sector: consumer defensivePackaged FoodsNYSEMarket Cap: $13.75B

Hormel Foods Corporation is a packaged foods and meat processing company with a dominant political signal from 6 congressional traders, led by Rep. Ro Khanna (D-CA) with 44 trades, and $1.32M in lobbying aligned with agriculture committees.

Govt Dependence
5/100
Regulatory Density
85/100
Lobbying Intensity
55/100
Political Signal
BULLISH

BusinessWhat HRL does

Hormel Foods Corporation is a global manufacturer and marketer of branded food products, primarily in the meat and protein sector. Its revenue lines include retail (grocery products), foodservice, and international sales of prepared foods, shelf-stable items, and fresh meats. The company operates through brands like SPAM, Hormel, Applegate, and Jennie-O.

12 months past · 3 months futureHRL activity timeline

$32$26$20 JunJulAugSepOctNovDecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $31.54 hi $20.48 lo $21.32 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 0 Ro Khanna (D) · Sale · 2026-01-13Ro Khanna (D) · Purchase · 2025-11-10Lisa C. McClain (R) · purchase · 2025-09-11Lisa C. McClain (R) · Sale · 2025-09-25Lisa C. McClain (R) · Purchase · 2025-09-11Lisa C. McClain (R) · Sale (Full) · 2025-09-25Lisa C. McClain (R) · sale · 2025-09-25Lisa C. McClain (R) · Sale · 2025-07-22Lisa C. McClain (R) · purchase · 2025-07-16Lisa C. McClain (R) · Purchase · 2025-07-16Lisa C. McClain (R) · sale · 2025-07-22 Citadel Advisors · OPENED $187M · 2025-06-30Citadel Advisors · OPENED $115M · 2025-12-31Two Sigma Investments · OPENED $105M · 2025-12-31Citadel Advisors · OPENED $85M · 2025-09-30Two Sigma Investments · OPENED $79M · 2025-09-30Renaissance Technologies · OPENED $49M · 2025-06-30Two Sigma Investments · OPENED $42M · 2025-06-30Renaissance Technologies · OPENED $32M · 2025-09-30D.E. Shaw & Co. · OPENED $13M · 2025-12-31Renaissance Technologies · OPENED $9M · 2025-12-31D.E. Shaw & Co. · OPENED $7M · 2025-06-30Bridgewater Associates · OPENED $3M · 2025-12-31
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
240 trading days · 11 congressional trades shown · 0 insider buys · 12 13F filings · 0 past bill actions · 0 upcoming markups

Executive Branch ConflictsHRL held by Trump-administration officials

1 cabinet/senior official reported HRL positions in OGE Form 278 disclosures across 1 filings.

Lifetime Government AwardsHRL federal contracts

HRL doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding HRL

$1.61B
Total HRL held by tracked 13F funds
40
Funds with HRL positions
+40
Funds opened this quarter
Citadel Advisors $187M opened 2025-06-30
Citadel Advisors $161M opened 2024-06-30
Citadel Advisors $115M opened 2 overlap 2025-12-31
Two Sigma Investments $105M opened 2 overlap 2025-12-31
Citadel Advisors $85M opened 2025-09-30
Citadel Advisors $85M opened 2025-03-31
Two Sigma Investments $79M opened 2025-09-30
Two Sigma Investments $64M opened 2024-12-31
32 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading HRLMembers of Congress with recent HRL positions

2 politicians traded HRL across 19 disclosed transactions totaling $152K (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just HRL). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading HRL

2026-01-13 Ro Khanna D-California · house Sale $1,001 - $15,000
2025-11-10 Ro Khanna D-California · house Purchase $1,001 - $15,000
2025-09-11 Lisa C. McClain R-Michigan · house purchase $1,001 - $15,000
2025-09-25 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
2025-09-11 Lisa C. McClain R-Michigan · house Purchase $1,001 - $15,000
2025-09-25 Lisa C. McClain R-Michigan · house Sale (Full) $1,001 - $15,000
2025-09-25 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2025-07-22 Lisa C. McClain R-Michigan · house Sale $1,001 - $15,000
2025-07-16 Lisa C. McClain R-Michigan · house purchase $1,001 - $15,000
2025-07-16 Lisa C. McClain R-Michigan · house Purchase $1,001 - $15,000
2025-07-22 Lisa C. McClain R-Michigan · house sale $1,001 - $15,000
2024-11-15 Ro Khanna D-California · house purchase $1,001 - $15,000
30+ trades on file · most recent 2026-02-06

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Political ProfileWhere HRL sits in Washington

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STRUCTURAL: High regulatory density (85) and lobbying intensity (55) with alignment to 6 House members on agriculture/finance committees via $1.32M in lobbying. EVIDENTIARY: Active congressional trading (11 events in 12 months, led by Khanna's 44 lifetime trades) and an executive branch holding (Trump OGE disclosure). Net: Strong access signals offset by no federal contracts and zero corporate insider buys.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Increased regulatory scrutiny on line speed parameters and animal disease prevention
    USDA Food Safety and Inspection Service (FSIS)
    "`Lobbying filings touching this ticker[0].specific_issues` cites 'NSIS and line speed parameters, Animal disease prevention'."
  • Potential tariffs on steel tinplate packaging materials increasing input costs
    U.S. International Trade Commission (USITC)
    "`Lobbying filings touching this ticker[0].specific_issues` cites 'Steel tinplate tariffs' and 'Identify avenues to minimize or eliminate tariffs on necessary packaging materials.'"

Regulatory opportunities

  • Expansion of worker visa programs for agriculture and food processing to alleviate labor shortages
    Department of Labor / Department of Homeland Security
    "`Lobbying filings touching this ticker[0].specific_issues` cites 'Worker visa programs for agriculture and food processing workers'."
  • Increased market access for food exports through trade agreement negotiations
    Office of the U.S. Trade Representative (USTR)
    "`Lobbying filings touching this ticker[0].specific_issues` cites 'Increased market access for Food and Agriculture Products worldwide and in countries such as China, Japan, Mexico, EU, Canada and Engl"

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.

LobbyingWho's hired to advocate for HRL

HORMEL FOODS CORPORATION agriculture
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Frequently AskedAbout HRL & political exposure

Does Hormel Foods Corporation (HRL) hold federal contracts?
No direct prime contracts reported in USASpending.gov for Hormel Foods Corporation. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own HRL stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in HRL on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded HRL stock?
85 congressional trades by 10 unique members of Congress, most recently on 2026-01-13. See the Congressional Trading panel for politician-by-politician breakdown.
What is HRL political risk profile?
Government dependence: 5/100. Lobbying intensity: 55/100. Political signal: bullish. Donor party split: R 33% / D 67%.
How does GovGreed track HRL political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. HRL data is updated daily from these official federal sources.