J.M. Smucker Co. Announces Q3 2026 Earnings Release and CAGNY Conference Details

Written by Emily J. Thompson, Senior Investment Analyst

SJM+0.12%

Source: Newsfilter

Updated: 1d ago

0mins

Source: Newsfilter

Earnings Release Schedule: J.M. Smucker Co. plans to release its Q3 fiscal 2026 financial results on February 26, 2026, providing financial statements and segment information that are expected to significantly impact investor sentiment.
Management Presentation: The company will present at the CAGNY Conference on February 18, 2026, with CEO Mark Smucker and CFO Tucker Marshall participating in a Q&A session, enhancing engagement with investors.
Live Webcast: On the earnings release day, J.M. Smucker will host a live Q&A session at 9:00 a.m., allowing investors to gain real-time insights from management, thereby increasing transparency and trust.
Brand Diversity: J.M. Smucker Co. leads in categories such as coffee, peanut butter, and pet food, showcasing its strong brand influence in the North American market and further solidifying its market position.

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SJM

$103.48+Infinity%1D

Analyst Views on SJM

Wall Street analysts forecast SJM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SJM is 117.10 USD with a low forecast of 105.00 USD and a high forecast of 130.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

12 Analyst Rating

6 Buy

6 Hold

0 Sell

Moderate Buy

Current: 103.360

Low

105.00

Averages

117.10

High

130.00

Current: 103.360

Low

105.00

Averages

117.10

High

130.00

Morgan Stanley

Overweight -> Equal Weight

downgrade

$115 -> $105

2026-01-16

Reason

Morgan Stanley

Price Target

$115 -> $105

AI Analysis

2026-01-16

downgrade

Overweight -> Equal Weight

Reason

Morgan Stanley downgraded J.M. Smucker to Equal Weight from Overweight with a price target of $105, down from $115. The firm says the U.S. food sector faces rising competitive risk as value-focused pricing, promotions, and private label momentum reaccelerate into 2026. These add to "already present" sales pressures and limit the scope for margin recovery, the analyst tells investors in a research note. Morgan Stanley downgrades J.M. Smucker following a period of solid relative share outperformance.

TD Cowen

Hold

downgrade

$111 -> $105

2026-01-08

Reason

TD Cowen

Price Target

$111 -> $105

2026-01-08

downgrade

Hold

Reason

TD Cowen lowered the firm's price target on J.M. Smucker to $105 from $111 and keeps a Hold rating on the shares. The firm adjusted price targets in consumer staples as part of a 2026 outlook. TD expects a "challenging" year for large-cap consumer staples with volume growth unlikely to improve materially from the negative 0.9% in 2025 and pricing "muted."

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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.