SCHEDULE: FMR LLC Discloses 1.6% Stake in TreeHouse Foods

FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, reporting a 1.6% beneficial ownership stake in TreeHouse Foods Inc. as of December 31, 2025.

Summary

• FMR LLC and Abigail P. Johnson jointly filed an Amendment No. 4 to Schedule 13G regarding their beneficial ownership of common stock in TreeHouse Foods Inc.
• As of December 31, 2025, FMR LLC and Abigail P. Johnson beneficially own an aggregate of 822,157.92 shares of TreeHouse Foods Inc. common stock.
• This ownership represents 1.6% of the class of securities.
• FMR LLC holds sole voting power over 813,434.00 shares and sole dispositive power over 822,157.92 shares.
• Abigail P. Johnson holds sole dispositive power over 822,157.92 shares, with no sole or shared voting power directly attributed.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of TreeHouse Foods Inc.
• FMR LLC is classified as a parent holding company, and Abigail P. Johnson is an individual.
• Several FMR LLC subsidiaries, including FIAM LLC, Fidelity Institutional Asset Management Trust Company, Fidelity Management & Research Company LLC, and Strategic Advisers LLC, are identified as entities that beneficially own shares.

Sentiment

Score: 5

Explanation: The filing is a routine disclosure of a passive ownership stake. It contains no positive or negative news about the issuer's operations or financial performance, nor does it indicate any activist intent from the reporting persons. The 1.6% stake is not significant enough to warrant a strong positive or negative sentiment.

Positives

• FMR LLC, a significant financial institution, maintains an investment in TreeHouse Foods, indicating continued confidence in the company's long-term prospects from an investment management perspective.
• The filing explicitly states the shares are held in the ordinary course of business and not for influencing control, suggesting a passive investment stance.

Negatives

• The 1.6% stake is relatively small and does not represent a significant activist position or a major new investment that would typically drive substantial market interest.

Risks

• No specific risks related to TreeHouse Foods Inc. are detailed in this ownership disclosure filing. The filing focuses solely on the reporting persons' ownership.

Future Outlook

This Schedule 13G filing does not provide any forward-looking statements or guidance regarding TreeHouse Foods Inc.'s future performance or strategic direction.

Management Comments

• The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11.
• Abigail P. Johnson is a Director, the Chairman and the Chief Executive Officer of FMR LLC.

Industry Context

This filing is a routine disclosure of an institutional investor's passive stake in a publicly traded company within the packaged foods industry. It does not provide specific insights into broader industry trends or competitive dynamics, but rather reflects an investment decision by FMR LLC within its portfolio.

Stakeholder Impact

• Shareholders: The disclosure of a 1.6% passive stake by FMR LLC is a routine event and is unlikely to have a material impact on existing shareholders. It confirms continued institutional interest without suggesting any strategic shifts.
• Employees, Customers, Suppliers, Creditors: This ownership disclosure has no direct or immediate impact on these stakeholders as it does not relate to the operational or financial health of TreeHouse Foods Inc.

Next Steps

• FMR LLC and Abigail P. Johnson will file future amendments to Schedule 13G if their beneficial ownership of TreeHouse Foods Inc. common stock changes significantly (e.g., crosses a 1% threshold up or down, or exceeds 5% and requires a Schedule 13D).

Key Dates

Keywords

TreeHouse Foods Inc., FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Food Industry, Packaged Foods