Hershey Co (HSY) — Strategic Asset Allocation Index
Hershey Co (HSY) has a Strategic Asset Allocation Index of 3.8% as of March 2026. Strategic assets (PP&E of $- plus long-term investments of $179.40 Million) total $179.40 Million, measured against net assets of $4.73 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.
SAAI
Strategic Assets
PP&E
Net Assets
Hershey Co Strategic Asset Allocation Index (2000–2025)
This chart shows how Hershey Co's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of March 2026, the index stands at 3.8%, representing strategic assets of $179.40 Million against net assets of $4.73 Billion USD. Explore cash efficiency ratio of Hershey Co to assess how effectively this company generates cash.
Annual Strategic Asset Allocation Index for Hershey Co (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Hershey Co from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see Hershey Co stock valuation.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 79.9% | $3.71 Billion | $3.53 Billion | $176.57 Million | $4.64 Billion | ▼ -5.1 pp |
| 2024 | 85.0% | $4.01 Billion | $3.80 Billion | $212.93 Million | $4.71 Billion | ▼ -8.3 pp |
| 2023 | 93.3% | $3.82 Billion | $3.62 Billion | $207.18 Million | $4.10 Billion | ▲ +5.3 pp |
| 2022 | 88.0% | $2.90 Billion | $2.77 Billion | $133.03 Million | $3.30 Billion | ▼ -9.2 pp |
| 2021 | 97.2% | $2.68 Billion | $2.59 Billion | $93.09 Million | $2.76 Billion | ▼ -7.3 pp |
| 2020 | 104.5% | $2.34 Billion | $2.29 Billion | $52.35 Million | $2.24 Billion | ▼ -18.9 pp |
| 2019 | 123.4% | $2.15 Billion | $2.15 Billion | $- | $1.74 Billion | ▼ -28.0 pp |
| 2018 | 151.4% | $2.13 Billion | $2.13 Billion | $- | $1.41 Billion | ▼ -74.8 pp |
| 2017 | 226.1% | $2.11 Billion | $2.11 Billion | $- | $931.57 Million | ▼ -36.9 pp |
| 2016 | 263.1% | $2.18 Billion | $2.18 Billion | $- | $827.69 Million | ▲ +49.2 pp |
| 2015 | 213.9% | $2.24 Billion | $2.24 Billion | $- | $1.05 Billion | ▲ +72.9 pp |
| 2014 | 141.0% | $2.15 Billion | $2.15 Billion | $- | $1.53 Billion | ▲ +29.3 pp |
| 2013 | 111.7% | $1.81 Billion | $1.81 Billion | $- | $1.62 Billion | ▼ -48.0 pp |
| 2012 | 159.7% | $1.67 Billion | $1.67 Billion | $- | $1.05 Billion | ▼ -19.1 pp |
| 2011 | 178.7% | $1.56 Billion | $1.56 Billion | $- | $872.65 Million | ▲ +25.4 pp |
| 2010 | 153.3% | $1.44 Billion | $1.44 Billion | $- | $937.60 Million | ▼ -31.4 pp |
| 2009 | 184.8% | $1.40 Billion | $1.40 Billion | $- | $760.34 Million | ▼ -232.2 pp |
| 2008 | 416.9% | $1.46 Billion | $1.46 Billion | $- | $349.94 Million | ▲ +170.0 pp |
| 2007 | 246.9% | $1.54 Billion | $1.54 Billion | $- | $623.52 Million | ▲ +5.3 pp |
| 2006 | 241.6% | $1.65 Billion | $1.65 Billion | $- | $683.42 Million | ▲ +79.1 pp |
| 2005 | 162.5% | $1.66 Billion | $1.66 Billion | $- | $1.02 Billion | ▲ +8.0 pp |
| 2004 | 154.5% | $1.68 Billion | $1.68 Billion | $- | $1.09 Billion | ▲ +24.6 pp |
| 2003 | 129.9% | $1.66 Billion | $1.66 Billion | $- | $1.28 Billion | ▲ +21.5 pp |
| 2002 | 108.3% | $1.49 Billion | $1.49 Billion | $- | $1.37 Billion | ▼ -25.5 pp |
| 2001 | 133.8% | $1.53 Billion | $1.53 Billion | $- | $1.15 Billion | ▼ -1.1 pp |
| 2000 | 134.9% | $1.59 Billion | $1.59 Billion | $- | $1.18 Billion | — |