The J. M. Smucker Company (NYSE:SJM) Given Consensus Rating of “Hold” by Analysts

The J. M. Smucker Company (NYSE:SJM) has earned an average rating of “Hold” from the twenty research firms that are covering the company, MarketBeat Ratings reports. One research analyst has rated the stock with a sell recommendation, nine have assigned a hold recommendation and ten have assigned a buy recommendation to the company. The average 1-year price target among analysts that have covered the stock in the last year is $119.0667.

Several equities research analysts have recently weighed in on SJM shares. BTIG Research set a $130.00 price target on shares of J. M. Smucker in a research report on Wednesday. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $137.00 price target on shares of J. M. Smucker in a research report on Wednesday. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $95.00 price target on shares of J. M. Smucker in a research report on Wednesday, May 20th. Evercore started coverage on shares of J. M. Smucker in a research report on Friday, May 15th. They issued an “outperform” rating and a $117.00 price target for the company. Finally, Barclays lowered their price target on shares of J. M. Smucker from $125.00 to $103.00 and set an “equal weight” rating for the company in a research report on Tuesday, April 14th.

More J. M. Smucker News

Here are the key news stories impacting J. M. Smucker this week:

• Positive Sentiment: Smucker reported fiscal Q4 adjusted EPS of $2.77, topping estimates, with revenue of $2.27 billion also slightly ahead of expectations. The beat was helped by pricing actions and lower spending, and the coffee segment stood out as a key growth driver.
• Positive Sentiment: Management’s FY2027 EPS guidance of $9.75-$10.25 was above Wall Street expectations, which supported the stock and led to upbeat commentary from bulls who argue the turnaround is gaining traction.
• Positive Sentiment: JPMorgan and Wells Fargo both raised their price targets and maintained overweight ratings, reinforcing optimism that the shares still have room to run after the recent rebound.
• Neutral Sentiment: Investors are also focused on free cash flow, dividend support, and ongoing debt reduction, which could help the stock if execution improves.
• Negative Sentiment: The company’s FY2027 outlook calls for net sales to decline 3%-4% and free cash flow to fall by about $200 million, signaling limited top-line growth and weakening brand momentum outside of coffee.
• Negative Sentiment: Some analysts and commentators warned that the earnings beat may look better than it is, since the core business still faces volume pressure and muted growth prospects.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Aquatic Capital Management LLC bought a new position in shares of J. M. Smucker during the 3rd quarter worth approximately $9,444,000. Neo Ivy Capital Management acquired a new position in J. M. Smucker during the 3rd quarter valued at approximately $997,000. Murphy Middleton Hinkle & Parker Inc. acquired a new position in J. M. Smucker during the 4th quarter valued at approximately $1,406,000. Dorato Capital Management acquired a new position in J. M. Smucker during the 4th quarter valued at approximately $1,682,000. Finally, Polianta Ltd acquired a new position in J. M. Smucker during the 4th quarter valued at approximately $1,457,000. Institutional investors own 81.66% of the company’s stock.

J. M. Smucker Price Performance

J. M. Smucker stock opened at $116.86 on Thursday. The stock has a market cap of $12.46 billion, a price-to-earnings ratio of -89.89, a price-to-earnings-growth ratio of 7.43 and a beta of 0.27. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.78 and a quick ratio of 0.35. J. M. Smucker has a 1 year low of $88.25 and a 1 year high of $119.39. The firm has a 50-day moving average of $98.81 and a two-hundred day moving average of $101.83.

J. M. Smucker (NYSE:SJM) last announced its quarterly earnings results on Tuesday, June 9th. The company reported $2.77 earnings per share for the quarter, topping the consensus estimate of $2.64 by $0.13. J. M. Smucker had a negative net margin of 1.53% and a positive return on equity of 17.18%. The firm had revenue of $2.27 billion during the quarter, compared to analysts’ expectations of $2.26 billion. During the same quarter in the prior year, the company earned $2.31 EPS. The company’s revenue was up 5.8% compared to the same quarter last year. J. M. Smucker has set its FY 2027 guidance at 9.750-10.250 EPS. On average, research analysts forecast that J. M. Smucker will post 9.91 earnings per share for the current year.

J. M. Smucker Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Friday, May 15th were given a $1.10 dividend. This represents a $4.40 annualized dividend and a dividend yield of 3.8%. The ex-dividend date of this dividend was Friday, May 15th. J. M. Smucker’s dividend payout ratio is presently -37.32%.

About J. M. Smucker

The J. M. Smucker Company is a diversified food and beverage manufacturer and marketer known for a portfolio of well-established consumer brands. The company’s main business activities include the production and distribution of fruit spreads, peanut butter, coffee and coffee filters, as well as pet food and pet snacks. Smucker’s core product lines serve both retail and foodservice customers through grocery chains, mass merchandisers, club stores, convenience outlets and e-commerce channels.

Among its leading brands are Smucker’s® fruit spreads, Jif® peanut butter, Folgers® and Dunkin’® coffees, and Café Bustelo® coffee.