SJM

J M Smucker Co

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Advanced Chart

110.510

+3.79(3.551%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

110.740

Open

107.450

VWAP

110.28

Vol

2.89M

Mkt Cap

11.79B

Low

107.0201

Amount

318.48M

EV/EBITDA(TTM)

10.52

Total Shares

106.20M

19.75B

EV/OCF(TTM)

19.23

P/S(TTM)

1.35

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.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q2

FY2026Q3

FY2026Q4

2.31B

+1.89%

2.098

-24%

2.31B

+5.79%

2.444

-6.37%

2.32B

+8.19%

2.637

+14.15%

Estimates Revision

The market is revising Upward the revenue expectations for The J. M. Smucker Company (SJM) for FY2026, with the revenue forecasts being adjusted by 0.78% over the past three months. During the same period, the stock price has changed by -1.33%.

Revenue Estimates for FY2026

Revise Upward

+0.78%

In Past 3 Month

EPS Estimates for FY2026

Revise Downward

-10.91%

In Past 3 Month

Stock Price

Go Down

-1.33%

In Past 3 Month

17 Analyst Rating

1.54% Upside

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 112.21 USD with a low forecast of 94.00 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.

7 Buy

10 Hold

0 Sell

Moderate Buy

1.54% Upside

Current: 110.510

Low

94.00

Averages

112.21

High

130.00

1.54% Upside

Current: 110.510

Low

94.00

Averages

112.21

High

130.00

BofA

Neutral

downgrade

$120 -> $118

2025-08-28

New

Reason

BofA

Price Target

$120 -> $118

2025-08-28

New

downgrade

Neutral

Reason

BofA lowered the firm's price target on J.M. Smucker to $118 from $120 and keeps a Neutral rating on the shares. The firm lowered its FY26 adjusted EPS estimate as it flows through a Q1 miss and reflects second half weighted EPS delivery, the analyst tells investors.

DA Davidson

Neutral

maintain

$104 -> $112

2025-08-28

New

Reason

DA Davidson

Price Target

$104 -> $112

2025-08-28

New

maintain

Neutral

Reason

DA Davidson raised the firm's price target on J.M. Smucker to $112 from $104 and keeps a Neutral rating on the shares after its Q1 earnings miss. The quarter and the below-consensus Q2 failed to deliver the upside expected, driving the stock's underperformance, though with that said, the increased investor optimism is not unfounded, the analyst tells investors in a research note. Coffee momentum is real, prior year compares ease beginning in the second half of FY26, and the adverse effects of tariffs are now more fully baked in, even though they could reverse if exemptions are applied, the firm added.

UBS

Buy

downgrade

$130 -> $121

2025-08-28

New

Reason

UBS

Price Target

$130 -> $121

2025-08-28

New

downgrade

Buy

Reason

UBS lowered the firm's price target on J.M. Smucker to $121 from $130 and keeps a Buy rating on the shares after the company's Q1 earnings miss.

JPMorgan

Neutral -> Overweight

upgrade

$102 -> $129

2025-08-20

Reason

JPMorgan

Price Target

$102 -> $129

2025-08-20

upgrade

Neutral -> Overweight

Reason

JPMorgan upgraded J.M. Smucker to Overweight from Neutral with a price target of $129, up from $102, after assuming coverage of the name. The firm assumed coverage of 24 stocks in the food producers, food retail, and agricultural products sectors. JPMorgan's top picks are McCormick (MKC), Albertsons (ACI), Hormel Foods (HRL), and J.M. Smucker (SJM), and it is most cautious on Beyond Meat (BYND) and General Mills (GIS). Food producers are dealing with pressure from slower center store category growth and market share losses while food retailers should benefit from the continued inflationary environment, the analyst tells investors in a research note. The firm adds that while agricultural products companies could be past the worst of their earnings pressures, an earnings recovery hinges on U.S. biofuels regulations that are proposed but not finalized.

UBS

Buy

maintain

$115 -> $130

2025-08-20

Reason

UBS

Price Target

$115 -> $130

2025-08-20

maintain

Buy

Reason

UBS raised the firm's price target on J.M. Smucker to $130 from $115 and keeps a Buy rating on the shares.

BofA

Neutral

maintain

$105 -> $120

2025-08-19

Reason

BofA

Price Target

$105 -> $120

2025-08-19

maintain

Neutral

Reason

BofA raised the firm's price target on J.M. Smucker to $120 from $105 and keeps a Neutral rating on the shares after raising the firm's Q1 and FY26 adjusted EPS estimates as better coffee fundamentals result in higher volume forecasts for the quarter, driving better coffee sales and profits. However, potential upside in earnings from better coffee elasticities could be offset by a larger tariff related headwind related to Brazilian imports, the analyst added.

See All Ratings

Valuation Metrics

The current forward P/E ratio for J M Smucker Co (SJM.N) is 11.70, compared to its 5-year average forward P/E of 13.90. For a more detailed relative valuation and DCF analysis to assess J M Smucker Co 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Undervalued

5Y Average PE

13.90

Current PE

11.70

Overvalued PE

15.78

Undervalued PE

12.01

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

10.65

Current EV/EBITDA

9.62

Overvalued EV/EBITDA

11.83

Undervalued EV/EBITDA

9.47

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Undervalued

5Y Average PS

1.64

Current PS

1.29

Overvalued PS

1.88

Undervalued PS

1.39

Financials

Annual

Quarterly

FY2026Q1

YoY :

-0.56%

2.11B

Total Revenue

FY2026Q1

YoY :

-81.49%

67.00M

Operating Profit

FY2026Q1

YoY :

-123.73%

-43.90M

Net Income after Tax

FY2026Q1

YoY :

-123.56%

-0.41

EPS - Diluted

FY2026Q1

YoY :

-292.89%

-94.90M

Free Cash Flow

FY2026Q1

YoY :

-40.73%

20.82

Gross Profit Margin - %

FY2026Q1

YoY :

+5.03%

7.72

FCF Margin - %

FY2026Q1

YoY :

-123.88%

-2.08

Net Margin - %

FY2026Q1

YoY :

-100.00%

N/A

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

1.5M

USD

0-12

Months

112.3K

USD

Bought

0-3

0.0

USD

Months

3-6

100.9K

USD

Months

6-9

100.5K

USD

Months

0-12

0.0

USD

Months

Hedge Fund

Hedge Funds are Neutral. There are no significant trading trends over the last quarter.

Sold

0-3

Months

0.0

Volume

3-6

Months

259.4K

Volume

6-9

Months

194.1K

Volume

0-12

Months

0.0

Volume

Bought

0-3

0.0

Volume

Months

3-6

143.0K

Volume

Months

6-9

961.5K

Volume

Months

0-12

0.0

Volume

Months

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

32.0K

USD

0-12

Months

0.0

USD

Bought

0-3

0.0

USD

Months

3-6

0.0

USD

Months

6-9

16.0K

USD

Months

0-12

0.0

USD

Months

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

0-3

Months

0.0

USD

3-6

Months

0.0

USD

6-9

Months

1.5M

USD

0-12

Months

112.3K

USD

Bought

0-3

0.0

USD

Months

3-6

100.9K

USD

Months

6-9

100.5K

USD

Months

0-12

0.0

USD

Months

SJM News & Events

Events Timeline

2025-08-27 (ET)

2025-08-27

07:03:02

J.M. Smucker increases FY26 free cash flow forecast to $975M, up from $875M

2025-08-27

07:02:04

J.M. Smucker reaffirms FY26 adjusted EPS forecast of $8.50-$9.50, with consensus at $9.17

2025-08-27

07:00:36

J.M. Smucker announces Q1 adjusted EPS of $1.90, falling short of consensus estimate of $1.93

News

7.0

08-30Globenewswire

SMUCKER ALERT: BFA Law Informs J.M. Smucker Co. Investors About Ongoing Securities Fraud Investigation – Reach Out to BFA Law if You Suffered Financial Loss (NYSE:SJM)