Hershey Co Strategic Asset Allocation Index

Latest as of March 2026: 3.8%

Hershey Co 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. Check HSY tangible net assets ratio to evaluate the tangible quality of the company's equity base.

SAAI

3.8%
Strategic Assets / Net Assets

Strategic Assets

$179.40 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$4.73 Billion
USD

Strategic Asset Allocation Index of Hershey Co (2000–2025)

Strategic asset allocation index of Hershey Co from 2000 to 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.

Hershey Co Strategic Asset Allocation Index by Year (2000–2025)

Hershey Co strategic asset allocation index by year from 2000 to 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 live market cap and overall valuation, see Hershey Co (HSY) market capitalisation.

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 —
pp = percentage points