Categories: Invest

Is TreeHouse Foods stock a good buy in Q3 amid activist investor speculation?

On Wednesday, TreeHouse Foods Inc. (NYSE:THS) shares edged higher 1.18% on reports activist investor Jana Partners could revisit its activist push started in March. The activist signed a standstill agreement, which expires in four months, meaning it could resume its initial plans. However, the consensus view is that TreeHouse CEO is not interested in selling despite agreeing to temporarily expand the board by two independent directors for a total of 14.

TreeHouse shares are down more than 16% this year and about 18.41% over the last 12 months. Therefore, bargain hunters could find the stock compelling ahead of the potential activist push.

Should you invest in TreeHouse Foods shares in Q3 2021?


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From a valuation perspective, TreeHouse Foods stock trades at an attractive forward P/E ratio of 13.92, making it a compelling option for value investors. In addition, analysts expect THS earnings per share to grow by 116.70% this year and 13.11% next year, meaning growth investors could also show interest.

Therefore, with activist investor push likely to resume in four months, investors could find TreeHouse Foods shares exciting at the current valuation multiples. As such, this year’s massive decline in the stock price creates an opportunity to invest in THS.

Source – TradingView

TreeHouse Foods stock price predictions for September 2021

Technically, TreeHouse shares seem to be trading within a descending channel formation in the intraday chart. As a result, the stock price has plummeted to oversold conditions of the 14-day RSI. Therefore, the THS stock price appears poised for an imminent rebound after Wednesday’s reports on activist interest.

Investors can target potential rebound profits at approximately $38.16 or higher at $40.20, while those looking for extended pullbacks can target profits at $33.70 and $31.29. TreeHouse shares traded at $36.10 as of this writing.

Bottom line: why target the THS stock price rebound?

Although TreeHouse Foods shares seem to be trading under intense bearish pressure, Wednesday’s activist reports appear to have triggered a rebound. Moreover, the THS stock trades at an attractive forward P/E ratio of 13.92, while offering exciting earnings growth prospects.

Therefore, the current THS stock price rebound could continue ahead of Jana Partners potentially revisiting activist push in four months.

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