Brokerages Set The J. M. Smucker Company (NYSE:SJM) PT at $125.53

by · The Markets Daily

The J. M. Smucker Company (NYSE:SJM – Get Free Report) has earned an average rating of “Moderate Buy” from the eighteen ratings firms that are currently covering the stock, Marketbeat.com reports. Eight research analysts have rated the stock with a hold recommendation and ten have assigned a buy recommendation to the company. The average twelve-month target price among brokers that have covered the stock in the last year is $136.25.

A number of equities research analysts have commented on the stock. JPMorgan Chase & Co. increased their price objective on shares of J. M. Smucker from $125.00 to $139.00 and gave the company an “overweight” rating in a research report on Friday, August 14th. Morgan Stanley boosted their target price on shares of J. M. Smucker from $106.00 to $110.00 and gave the stock an “equal weight” rating in a research note on Wednesday, June 10th. Deutsche Bank Aktiengesellschaft set a $125.00 target price on J. M. Smucker in a report on Thursday. Royal Bank Of Canada raised their price target on J. M. Smucker from $135.00 to $150.00 and gave the company an “outperform” rating in a research note on Tuesday. Finally, Evercore reaffirmed an “outperform” rating and set a $150.00 price target on shares of J. M. Smucker in a report on Thursday.

Get Our Latest Report on SJM

J. M. Smucker Stock Performance

Shares of SJM opened at $132.13 on Tuesday. The stock has a 50-day simple moving average of $117.70 and a 200-day simple moving average of $108.14. The company has a debt-to-equity ratio of 1.11, a quick ratio of 0.33 and a current ratio of 0.87. The stock has a market capitalization of $14.11 billion, a PE ratio of 61.74, a PEG ratio of 1.80 and a beta of 0.25. J. M. Smucker has a 1 year low of $88.25 and a 1 year high of $135.89.

J. M. Smucker (NYSE:SJM – Get Free Report) last released its earnings results on Wednesday, August 26th. The company reported $3.24 earnings per share for the quarter, topping analysts’ consensus estimates of $2.22 by $1.02. The firm had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.13 billion. J. M. Smucker had a net margin of 2.51% and a return on equity of 19.85%. The business’s quarterly revenue was up 5.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.90 earnings per share. J. M. Smucker has set its FY 2027 guidance at 10.500-11.000 EPS. On average, analysts predict that J. M. Smucker will post 10.54 earnings per share for the current fiscal year.

J. M. Smucker Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Friday, August 14th will be given a dividend of $1.12 per share. This is a boost from J. M. Smucker’s previous quarterly dividend of $1.10. The ex-dividend date of this dividend is Friday, August 14th. This represents a $4.48 annualized dividend and a dividend yield of 3.4%. J. M. Smucker’s dividend payout ratio is -344.62%.

Insider Buying and Selling

In other J. M. Smucker news, insider Jill R. Penrose sold 5,000 shares of the stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $116.69, for a total value of $583,450.00. Following the transaction, the insider directly owned 15,795 shares in the company, valued at $1,843,118.55. This represents a 24.04% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Tucker H. Marshall sold 3,630 shares of the firm’s stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $111.05, for a total transaction of $403,111.50. Following the sale, the chief financial officer directly owned 38,699 shares in the company, valued at approximately $4,297,523.95. The trade was a 8.58% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 18,533 shares of company stock worth $2,132,914 over the last 90 days. 2.80% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of the stock. Archer Investment Corp acquired a new stake in shares of J. M. Smucker during the second quarter worth about $25,000. Garton & Associates Financial Advisors LLC purchased a new stake in J. M. Smucker in the fourth quarter valued at approximately $25,000. CYBER HORNET ETFs LLC acquired a new stake in shares of J. M. Smucker in the second quarter valued at approximately $27,000. MCF Advisors LLC boosted its holdings in shares of J. M. Smucker by 68.1% in the fourth quarter. MCF Advisors LLC now owns 311 shares of the company’s stock valued at $30,000 after acquiring an additional 126 shares during the period. Finally, MUFG Securities EMEA plc purchased a new position in shares of J. M. Smucker during the second quarter worth approximately $31,000. 81.66% of the stock is owned by hedge funds and other institutional investors.

J. M. Smucker News Summary

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

  • Positive Sentiment: SJM reported fiscal Q1 adjusted earnings of $3.24 per share, exceeding the $2.22 analyst consensus, while revenue reached $2.22 billion versus expectations of $2.13 billion. Sales increased 5% year over year, supporting the market’s positive reaction. J.M. Smucker Q1 2027 earnings beat, raises fiscal 2027 forecast
  • Positive Sentiment: Management raised its fiscal 2027 adjusted EPS outlook to $10.50-$11.00, reinforcing confidence in brand investments, pricing, productivity measures, and cost management. Q1 2027 Earnings Call Prepared Remarks Transcript
  • Positive Sentiment: Analysts responded by raising forecasts and price targets. TD Cowen lifted its target from $123 to $136, while maintaining a Hold rating, and other analysts cited the earnings beat and improved guidance. JM Smucker Analysts Raise Their Forecasts
  • Neutral Sentiment: The rally has brought SJM near technical resistance and its 52-week high. Heavy institutional buying and improving earnings trends are supportive, but the stock’s roughly 62 P/E multiple leaves less room for execution disappointments. J.M. Smucker’s Rally Nears a Key Test
  • Negative Sentiment: Analysts cautioned that adjusted EPS benefited materially from a tariff-related refund. Excluding that one-time benefit, the quarter’s underlying improvement was less dramatic, which could temper enthusiasm about the durability of the earnings growth. Adjusted EPS and tariff refund analysis
  • Negative Sentiment: Despite the improved outlook, management’s emphasis on caution, continued brand spending, and cost discipline signals that margins and consumer demand remain important risks. SJM also carries relatively high leverage and weak near-term liquidity ratios.

About J. M. Smucker

(Get Free Report)

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.

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