Q3 EPS Estimates for J. M. Smucker Decreased by Analyst

The J. M. Smucker Company (NYSE:SJM) – Investment analysts at William Blair dropped their Q3 2025 EPS estimates for J. M. Smucker in a research note issued to investors on Friday, December 20th. William Blair analyst J. Andersen now expects that the company will post earnings of $2.38 per share for the quarter, down from their previous estimate of $2.40. The consensus estimate for J. M. Smucker’s current full-year earnings is $9.89 per share. William Blair also issued estimates for J. M. Smucker’s Q4 2025 earnings at $2.27 EPS.

A number of other research analysts have also issued reports on the company. DA Davidson reiterated a “neutral” rating and set a $121.00 price target on shares of J. M. Smucker in a research report on Thursday, August 29th. Stifel Nicolaus downgraded shares of J. M. Smucker from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $135.00 to $125.00 in a report on Friday, October 25th. Wells Fargo & Company raised their target price on shares of J. M. Smucker from $130.00 to $135.00 and gave the company an “overweight” rating in a research note on Wednesday, November 27th. StockNews.com raised shares of J. M. Smucker from a “sell” rating to a “hold” rating in a research note on Monday, September 30th. Finally, TD Cowen dropped their target price on J. M. Smucker from $135.00 to $132.00 and set a “buy” rating on the stock in a report on Thursday, August 29th. One analyst has rated the stock with a sell rating, six have given a hold rating and four have assigned a buy rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $128.56.

J. M. Smucker Stock Performance

Shares of NYSE SJM opened at $109.89 on Monday. J. M. Smucker has a 12-month low of $105.69 and a 12-month high of $134.62. The company has a current ratio of 0.58, a quick ratio of 0.27 and a debt-to-equity ratio of 0.89. The company has a market cap of $11.69 billion, a PE ratio of 22.24, a P/E/G ratio of 3.46 and a beta of 0.26. The stock has a 50 day simple moving average of $115.13 and a 200-day simple moving average of $115.94.

J. M. Smucker (NYSE:SJM) last posted its earnings results on Tuesday, November 26th. The company reported $2.76 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.51 by $0.25. J. M. Smucker had a net margin of 5.96% and a return on equity of 14.35%. The firm had revenue of $2.27 billion during the quarter, compared to analyst estimates of $2.27 billion. During the same period in the previous year, the business posted $2.59 EPS. J. M. Smucker’s revenue was up 17.2% on a year-over-year basis.

J. M. Smucker Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, December 2nd. Shareholders of record on Friday, November 15th were given a dividend of $1.08 per share. This represents a $4.32 annualized dividend and a yield of 3.93%. The ex-dividend date of this dividend was Friday, November 15th. J. M. Smucker’s payout ratio is 87.45%.

Insider Buying and Selling at J. M. Smucker

In other J. M. Smucker news, CFO Tucker H. Marshall sold 994 shares of the company’s stock in a transaction dated Tuesday, December 17th. The stock was sold at an average price of $113.00, for a total value of $112,322.00. Following the transaction, the chief financial officer now directly owns 18,734 shares of the company’s stock, valued at $2,116,942. This represents a 5.04 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Company insiders own 3.40% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of SJM. Probity Advisors Inc. lifted its holdings in J. M. Smucker by 1.1% in the 3rd quarter. Probity Advisors Inc. now owns 8,791 shares of the company’s stock worth $1,065,000 after purchasing an additional 96 shares during the last quarter. Anchor Investment Management LLC lifted its stake in shares of J. M. Smucker by 0.5% in the second quarter. Anchor Investment Management LLC now owns 19,791 shares of the company’s stock worth $2,158,000 after buying an additional 99 shares during the last quarter. State of Michigan Retirement System lifted its stake in shares of J. M. Smucker by 0.3% in the second quarter. State of Michigan Retirement System now owns 33,561 shares of the company’s stock worth $3,659,000 after buying an additional 100 shares during the last quarter. Romano Brothers AND Company grew its stake in J. M. Smucker by 3.5% in the 3rd quarter. Romano Brothers AND Company now owns 2,987 shares of the company’s stock valued at $362,000 after buying an additional 100 shares during the last quarter. Finally, Blue Trust Inc. raised its holdings in J. M. Smucker by 11.0% in the 3rd quarter. Blue Trust Inc. now owns 1,032 shares of the company’s stock worth $125,000 after acquiring an additional 102 shares during the period. Institutional investors own 81.66% of the company’s stock.

J. M. Smucker Company Profile

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, toppings, and syrups; jelly products; nut mix products; shortening and oils; 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.