William Blair Lowers Earnings Estimates for J. M. Smucker

The J. M. Smucker Company (NYSE:SJM - Free Report) - Equities researchers at William Blair lowered 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 forecasts that the company will post earnings per share of $2.38 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.

Other equities analysts have also issued research reports about the company. TD Cowen decreased their price target on J. M. Smucker from $135.00 to $132.00 and set a "buy" rating on the stock in a research note on Thursday, August 29th. Citigroup lowered their target price on J. M. Smucker from $138.00 to $136.00 and set a "buy" rating for the company in a research note on Thursday, August 29th. BNP Paribas upgraded shares of J. M. Smucker to a "strong sell" rating in a research report on Thursday, August 29th. Wells Fargo & Company increased their price objective 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. Finally, StockNews.com raised shares of J. M. Smucker from a "sell" rating to a "hold" rating in a research note on Monday, September 30th. One research analyst has rated the stock with a sell rating, six have given a hold rating and four have issued a buy rating to the stock. According to MarketBeat, J. M. Smucker presently has a consensus rating of "Hold" and an average target price of $128.56.

J. M. Smucker Price Performance

SJM traded up $0.49 on Monday, hitting $110.38. 417,506 shares of the stock were exchanged, compared to its average volume of 1,185,116. The business has a 50-day moving average of $115.13 and a two-hundred day moving average of $115.98. The firm has a market capitalization of $11.75 billion, a price-to-earnings ratio of 22.34, a PEG ratio of 3.46 and a beta of 0.26. 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 $105.69 and a 12 month high of $134.62.

J. M. Smucker (NYSE:SJM - Get Free Report) last announced its quarterly earnings data on Tuesday, November 26th. The company reported $2.76 earnings per share for the quarter, beating the consensus estimate of $2.51 by $0.25. The firm had revenue of $2.27 billion during the quarter, compared to analysts' expectations of $2.27 billion. J. M. Smucker had a return on equity of 14.35% and a net margin of 5.96%. The company's quarterly revenue was up 17.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.59 EPS.

Hedge Funds Weigh In On J. M. Smucker

A number of institutional investors have recently added to or reduced their stakes in the business. State Street Corp lifted its position in shares of J. M. Smucker by 12.0% in the 3rd quarter. State Street Corp now owns 7,111,023 shares of the company's stock worth $861,145,000 after purchasing an additional 762,746 shares during the period. FMR LLC grew its holdings in shares of J. M. Smucker by 40.0% during the third quarter. FMR LLC now owns 3,353,996 shares of the company's stock valued at $406,169,000 after buying an additional 958,142 shares during the last quarter. Dimensional Fund Advisors LP lifted its holdings in shares of J. M. Smucker by 8.2% during the second quarter. Dimensional Fund Advisors LP now owns 1,783,183 shares of the company's stock valued at $194,435,000 after purchasing an additional 135,158 shares in the last quarter. ProShare Advisors LLC raised its holdings in shares of J. M. Smucker by 14.4% during the second quarter. ProShare Advisors LLC now owns 1,526,074 shares of the company's stock valued at $166,403,000 after purchasing an additional 192,075 shares during the last quarter. Finally, Ariel Investments LLC boosted its stake in shares of J. M. Smucker by 56.0% in the 2nd quarter. Ariel Investments LLC now owns 1,354,999 shares of the company's stock worth $147,749,000 after buying an additional 486,624 shares during the last quarter. 81.66% of the stock is currently owned by institutional investors.

Insider Transactions at J. M. Smucker

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

J. M. Smucker Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 2nd. Stockholders of record on Friday, November 15th were issued a $1.08 dividend. The ex-dividend date of this dividend was Friday, November 15th. This represents a $4.32 dividend on an annualized basis and a dividend yield of 3.91%. J. M. Smucker's dividend payout ratio is presently 87.45%.

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.