William Blair Decreases Earnings Estimates for J. M. Smucker

The J. M. Smucker Company (NYSE:SJM) – Investment analysts at William Blair reduced their Q4 2025 earnings estimates for shares of J. M. Smucker in a research report issued to clients and investors on Thursday, March 6th. William Blair analyst J. Andersen now expects that the company will post earnings of $2.24 per share for the quarter, down from their prior estimate of $2.27. The consensus estimate for J. M. Smucker’s current full-year earnings is $9.88 per share.

J. M. Smucker (NYSE:SJM) last posted its quarterly earnings results on Thursday, February 27th. The company reported $2.61 EPS for the quarter, topping the consensus estimate of $2.37 by $0.24. J. M. Smucker had a net margin of 5.96% and a return on equity of 14.35%. The company had revenue of $2.19 billion during the quarter, compared to analysts’ expectations of $2.23 billion.

A number of other equities analysts also recently issued reports on SJM. Barclays cut their price target on shares of J. M. Smucker from $123.00 to $119.00 and set an “equal weight” rating for the company in a report on Monday, March 3rd. TD Cowen lowered shares of J. M. Smucker from a “buy” rating to a “hold” rating and cut their price target for the company from $130.00 to $121.00 in a report on Wednesday, January 8th. StockNews.com lowered shares of J. M. Smucker from a “hold” rating to a “sell” rating in a research note on Monday, March 3rd. Stifel Nicolaus decreased their price target on shares of J. M. Smucker from $125.00 to $120.00 and set a “hold” rating for the company in a research report on Friday, January 24th. Finally, Wells Fargo & Company lifted their price objective on shares of J. M. Smucker from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Wednesday, November 27th. Two equities research analysts have rated the stock with a sell rating, five have assigned a hold rating and three have issued a buy rating to the company. According to MarketBeat, J. M. Smucker presently has a consensus rating of “Hold” and an average price target of $126.13.

J. M. Smucker Stock Up 5.2 %

SJM stock opened at $117.29 on Monday. The company has a market cap of $12.48 billion, a price-to-earnings ratio of 23.74, a price-to-earnings-growth ratio of 3.91 and a beta of 0.28. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.58 and a quick ratio of 0.27. J. M. Smucker has a 12 month low of $98.77 and a 12 month high of $127.59. The company has a fifty day moving average price of $106.28 and a 200 day moving average price of $112.82.

J. M. Smucker Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 3rd. Stockholders of record on Friday, February 14th were issued a $1.08 dividend. This represents a $4.32 annualized dividend and a dividend yield of 3.68%. The ex-dividend date was Friday, February 14th. J. M. Smucker’s payout ratio is presently -179.25%.

Insider Activity

In related news, CFO Tucker H. Marshall sold 994 shares of the firm’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 sale, the chief financial officer now directly owns 18,734 shares of the company’s stock, valued at $2,116,942. This trade represents a 5.04 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. 3.40% of the stock is currently owned by insiders.

Hedge Funds Weigh In On J. M. Smucker

A number of hedge funds have recently made changes to their positions in SJM. Salem Investment Counselors Inc. boosted its position in J. M. Smucker by 17.9% in the fourth quarter. Salem Investment Counselors Inc. now owns 660 shares of the company’s stock worth $73,000 after purchasing an additional 100 shares during the last quarter. Utah Retirement Systems boosted its holdings in shares of J. M. Smucker by 0.6% in the 4th quarter. Utah Retirement Systems now owns 17,146 shares of the company’s stock worth $1,888,000 after purchasing an additional 100 shares in the last quarter. Wallace Capital Management Inc. boosted its holdings in J. M. Smucker by 4.9% during the 4th quarter. Wallace Capital Management Inc. now owns 2,135 shares of the company’s stock valued at $235,000 after acquiring an additional 100 shares during the period. Trust Co. of Vermont lifted its holdings in J. M. Smucker by 4.1% in the 4th quarter. Trust Co. of Vermont now owns 2,731 shares of the company’s stock worth $301,000 after buying an additional 108 shares during the period. Finally, Conestoga Capital Advisors LLC lifted its holdings in J. M. Smucker by 6.6% in the 4th quarter. Conestoga Capital Advisors LLC now owns 1,845 shares of the company’s stock worth $203,000 after buying an additional 115 shares during the period. 81.66% of the stock is currently owned by institutional investors.

About J. M. Smucker

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.