J.M. Smucker Co: Jefferies Lowers Price Target to $133 from $138
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 hours ago
0mins
Should l Buy SJM?
Source: moomoo
- Target Price Adjustment: Jeffries has cut the target price for a specific stock from $138 to $133.
- Market Impact: This adjustment may reflect changes in market conditions or company performance expectations.
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Analyst Views on SJM
Wall Street analysts forecast SJM stock price to rise
12 Analyst Rating
5 Buy
7 Hold
0 Sell
Moderate Buy
Current: 95.240
Low
105.00
Averages
116.10
High
130.00
Current: 95.240
Low
105.00
Averages
116.10
High
130.00
About SJM
The J. M. Smucker Company is engaged in the manufacturing and marketing of branded food and beverage products on a worldwide basis. The Company’s branded food and beverage products include a portfolio of brands that are sold to consumers primarily through retail outlets in North America. The Company operates through four segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, and U.S. Retail Pet Foods, and Sweet Baked Snacks. The U.S. Retail Coffee segment primarily includes the domestic sales of Folgers, Dunkin’, and Cafe Bustelo branded coffee. The U.S. Retail Frozen Handheld and Spreads segment primarily includes the domestic sales of Uncrustables, Jif, and Smucker’s branded products. The U.S. Retail Pet Foods segment primarily includes the domestic sales of Meow Mix, Milk-Bone, Pup-Peroni, and Canine Carry Outs branded products. The Sweet Baked Snacks segment primarily includes all domestic and foreign sales of Hostess branded products across all channels.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
J.M. Smucker Co: Jefferies Lowers Price Target to $133 from $138
- Target Price Adjustment: Jeffries has cut the target price for a specific stock from $138 to $133.
- Market Impact: This adjustment may reflect changes in market conditions or company performance expectations.
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J.M. Smucker Company Rating Changes Analysis
- Price Target Reduction: TD Cowen lowered its price target for J.M. Smucker (SJM) from $113 to $103 while maintaining a Hold rating, primarily due to rising input costs linked to the Iran War and limited pricing power, indicating significant margin pressure on the company.
- Earnings Estimate Adjustments: The firm also cut earnings estimates across several large-cap food companies, reflecting the broader challenges faced by the industry, particularly as margins came under pressure in 2025, prompting companies to focus on reducing debt.
- Positive Rating Upgrade: In contrast, Bernstein upgraded Smucker from Market Perform to Outperform and raised its price target from $121 to $145, benefiting from falling green coffee costs and the involvement of activist investor Elliott Management, which could drive portfolio changes and productivity improvements.
- Market Dynamics Shift: Green coffee prices have dropped from over $4 per pound in 2025 to below $3, indicating a shift in market supply and demand dynamics that may provide Smucker with opportunities to enhance profitability while reflecting investor confidence in the company's future prospects.
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- Market Environment: While the company has shown robust performance in the past fiscal year, external factors such as geopolitical tensions may exert pressure on its supply chain and cost structure, potentially affecting profitability.
- Investor Focus: Investors should closely monitor how the company addresses these challenges, particularly in terms of cost control and market adaptability, to ensure its long-term growth potential.
- Strategic Adjustments: General Mills may need to adjust its strategies to navigate these external challenges, ensuring it maintains a competitive edge and achieves sustainable growth in a challenging market landscape.
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J.M. Smucker Co: Jefferies Lowers Price Target to $133 from $138
- Target Price Adjustment: Jeffries has cut the target price for a specific stock from $138 to $133.
- Market Impact: This adjustment may reflect changes in market conditions or company performance expectations.
See More
Disney and Smucker Upgraded by Analysts Amid Economic Shifts
- Disney Upgrade: Analyst Paul Franke upgraded Disney to Buy, highlighting that historical data shows compelling value during oil price peaks and recessionary sell-offs, projecting significant upside through 2028, and recommending purchases below $95, potentially dropping to $80 in the coming months.
- Smucker Upgrade: Analyst Vladimir Dimitrov upgraded Smucker to Cautious Buy, noting that despite ongoing asset impairments and brand challenges, the current record-low valuation presents a potential turning point, with early signs of recovery suggesting a cautiously optimistic outlook for the stock.
- Blue Owl Downgrade: Analyst Deep Value Investing downgraded Blue Owl from Strong Buy to Hold, citing negative sentiment and redemption pressures in the private credit industry, expressing a lack of confidence in a turnaround this year, while refraining from a Sell rating due to no clear signs of fundamental deterioration.
- SanDisk Downgrade: Analyst The Techie downgraded SanDisk to Sell, indicating that after a massive 1,100% rally, the stock is facing technical weakness and potential disruption to its AI-driven growth narrative from Google's TurboQuant algorithm, suggesting that the stock was priced for perfection, which is fragile to maintain.
See More
Sources Indicate Unilever Shareholders Set to Acquire Majority Stake in Possible McCormick Food Transaction
- Unilever's Stake: Unilever shareholders are set to hold a majority stake in a potential deal involving McCormick Foods.
- Sources Indicate: Reports suggest that this deal is being considered, although details remain limited.
See More
J.M. Smucker Company Rating Changes Analysis
- Price Target Reduction: TD Cowen lowered its price target for J.M. Smucker (SJM) from $113 to $103 while maintaining a Hold rating, primarily due to rising input costs linked to the Iran War and limited pricing power, indicating significant margin pressure on the company.
- Earnings Estimate Adjustments: The firm also cut earnings estimates across several large-cap food companies, reflecting the broader challenges faced by the industry, particularly as margins came under pressure in 2025, prompting companies to focus on reducing debt.
- Positive Rating Upgrade: In contrast, Bernstein upgraded Smucker from Market Perform to Outperform and raised its price target from $121 to $145, benefiting from falling green coffee costs and the involvement of activist investor Elliott Management, which could drive portfolio changes and productivity improvements.
- Market Dynamics Shift: Green coffee prices have dropped from over $4 per pound in 2025 to below $3, indicating a shift in market supply and demand dynamics that may provide Smucker with opportunities to enhance profitability while reflecting investor confidence in the company's future prospects.
See More
General Mills Faces Minor Headwinds in Fiscal 2026
- Fiscal Outlook: General Mills anticipates facing 'minor headwinds' in fiscal 2026 due to ongoing conflicts, which could impact its overall performance and market standing.
- Market Environment: While the company has shown robust performance in the past fiscal year, external factors such as geopolitical tensions may exert pressure on its supply chain and cost structure, potentially affecting profitability.
- Investor Focus: Investors should closely monitor how the company addresses these challenges, particularly in terms of cost control and market adaptability, to ensure its long-term growth potential.
- Strategic Adjustments: General Mills may need to adjust its strategies to navigate these external challenges, ensuring it maintains a competitive edge and achieves sustainable growth in a challenging market landscape.
See More
"United Health and 8 Additional Dividend Stocks to Weather an Oil Crisis"
- Market Conditions: Crude prices are rising while stock prices are falling, creating uncertainty for investors.
- Investment Strategy: Dividend stocks are suggested as a potential safe haven for investors looking to navigate the current market volatility.
See More
