The J. M. Smucker Company

The J. M. Smucker Company

SJMยทNYSE

$101.27

+0.80%
Consumer DefensivePackaged Foods

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in three segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, shortening and oils, and frozen sandwiches and snacks; pet food and pet snacks; and foodservice hot beverage, foodservice portion control, and flour products, as well as dog and cat food, frozen handheld products, juices and beverages, and baking mixes and ingredients. It provides its products under the Meow Mix, 9Lives, Kibbles 'n Bits, Milk-Bone, Pup-Peroni, Rachael Ray Nutrish and Nature's Recipe, Folgers, Cafรฉ Bustelo, Dunkin', Folgers, Cafรฉ Bustelo, 1850, Jif, Smucker's, Smucker's Uncrustables, Robin Hood, and Five Roses. The company sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, natural foods stores and distributors, drug stores, military commissaries, and mass merchandisers. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.

At a Glance

Live Snapshot
Market Cap$10.80B
EPS-11.5700
P/E Ratio-8.75
Earnings Date06/04/2026
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The J. M. Smucker Company Street Expectations Map

SJM ยท NYSE

Wall Street analysts project that SJM stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 113.67, with estimates ranging from a low of 95.00 to a high of 134.00.

Lowest Target
95.00
-6.19%
Consensus Target
113.67
12.24%
Highest Target
134.00
32.32%

The consensus 1-year price target stands at 113.67, with estimates ranging from a low of 95.00 to a high of 134.00.

Analyst Consensus Analysis

Upside Potential

+12.2%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

34.3% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

5.22x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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The J. M. Smucker Company Forward Estimates of Revenue

SJM ยท NYSE
Latest Revenue
8.73B
FY 2025
Avg Estimate
9.04B
FY 2026
Estimate Range
9.02B - 9.08B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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The J. M. Smucker Company Forward Estimates of Net Income

SJM ยท NYSE
Latest Net Income
-1.23B
FY 2025
Avg Estimate
963.04M
FY 2026
Estimate Range
952.94M - 973.15M
Analyst Spread

Forward Growth Analysis

Projected Growth+178.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The J. M. Smucker Company Forward Estimates of EPS

SJM ยท NYSE
Latest EPS
-11.57
FY 2025
Avg Estimate
$9.03
FY 2026
Estimate Range
$8.96 - $9.15
Analyst Spread

Forward Growth Analysis

Projected Growth+178.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The J. M. Smucker Company Forward Estimates of EBIT

SJM ยท NYSE
Latest EBIT
-658.10M
FY 2025
Avg Estimate
704.67M
FY 2026
Estimate Range
703.12M - 707.78M
Analyst Spread

Forward Growth Analysis

Projected Growth+207.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The J. M. Smucker Company Forward Estimates of EBITDA

SJM ยท NYSE
Latest EBITDA
-155.60M
FY 2025
Avg Estimate
1.20B
FY 2026
Estimate Range
1.20B - 1.21B
Analyst Spread

Forward Growth Analysis

Projected Growth+872.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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The J. M. Smucker Company Forward Estimates of SG&A Expense

SJM ยท NYSE
Latest SG&A Expense
1.53B
FY 2025
Avg Estimate
1.60B
FY 2026
Estimate Range
1.59B - 1.60B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.4%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage14 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

sjm

The J. M. Smucker Company Insider Positioning

SJM ยท NYSE

During the last 12 months, insiders have purchased $201K and sold $1.94M worth of SJM shares, resulting in $1.74M of net selling activity.

3 Months

Bought

0

0.00

Sold

231

25.17K

Net Activity

-25K

-$25K

3-6 Months

Bought

880

99.80K

Sold

0

0.00

Net Activity

+100K

+$100K

6-9 Months

Bought

0

0.00

Sold

17.6K

1.92M

Net Activity

-1.9M

-$1.92M

9-12 Months

Bought

1.1K

100.89K

Sold

0

0.00

Net Activity

+101K

+$101K

Top Buyers

1
AT

Amin Tarang

Director

1.9K sharesโ€ข2 transactions

$201K

Top Sellers

1
MTH

Marshall Tucker H

Officer: Chief Financial Officer

11.1K sharesโ€ข1 transactions

$1.20M

2
SMT

Smucker Mark T

Director, Officer: Ceo, Chair Of Board

6.7K sharesโ€ข2 transactions

$740K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.74M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.10:1

Weak buy/sell ratio. Selling significantly exceeds buyingโ€”monitor for potential fundamental concerns.

Recent Trend (3 Months)

$25K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

Moderate Selling

2 insider sellers vs. 1 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.