J. M. Smucker (NYSE:SJM) Issues FY 2027 Earnings Guidance

J. M. Smucker (NYSE:SJM) updated its FY 2027 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 10.500-11.000 for the period, compared to the consensus EPS estimate of 10.030. The company issued revenue guidance of $8.9 billion-$9.0 billion, compared to the consensus revenue estimate of $8.8 billion.

Wall Street Analyst Weigh In

SJM has been the topic of several research reports. Wells Fargo & Company set a $115.00 price objective on shares of J. M. Smucker in a research report on Wednesday, June 10th. Jefferies Financial Group raised their price target on J. M. Smucker from $129.00 to $140.00 and gave the stock a “buy” rating in a report on Wednesday, August 19th. Sanford C. Bernstein restated an “outperform” rating and issued a $137.00 price target on shares of J. M. Smucker in a research report on Wednesday, June 10th. Wall Street Zen raised J. M. Smucker from a “hold” rating to a “buy” rating in a research report on Saturday, August 8th. Finally, UBS Group lifted their target price on J. M. Smucker from $130.00 to $142.00 and gave the company a “buy” rating in a research note on Thursday, August 20th. Ten equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $125.53.

J. M. Smucker Trading Down 0.6%

NYSE SJM opened at $125.08 on Wednesday. The company has a quick ratio of 0.33, a current ratio of 0.78 and a debt-to-equity ratio of 1.15. The stock has a market capitalization of $13.34 billion, a P/E ratio of -96.22, a P/E/G ratio of 1.70 and a beta of 0.25. J. M. Smucker has a 52-week low of $88.25 and a 52-week high of $127.64. The firm has a 50-day moving average price of $116.50 and a 200 day moving average price of $107.66.

J. M. Smucker (NYSE:SJM) last announced its quarterly earnings data on Wednesday, August 26th. The company reported $3.24 earnings per share for the quarter, beating analysts’ consensus estimates of $2.22 by $1.02. The company had revenue of $2.22 billion for the quarter, compared to analyst estimates of $2.13 billion. J. M. Smucker had a positive return on equity of 17.18% and a negative net margin of 1.53%.J. M. Smucker has set its FY 2027 guidance at 10.500-11.000 EPS. Equities research analysts expect that J. M. Smucker will post 9.98 EPS for the current year.

J. M. Smucker Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, August 14th will be given a $1.12 dividend. The ex-dividend date is Friday, August 14th. This is a positive change from J. M. Smucker’s previous quarterly dividend of $1.10. This represents a $4.48 annualized dividend and a yield of 3.6%. J. M. Smucker’s dividend payout ratio (DPR) is currently -344.62%.

Insider Buying and Selling at J. M. Smucker

In other news, insider Jeannette L. Knudsen sold 4,353 shares of the stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $115.08, for a total value of $500,943.24. Following the completion of the transaction, the insider owned 16,835 shares in the company, valued at $1,937,371.80. This trade represents a 20.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Jill R. Penrose sold 5,000 shares of the firm’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $116.69, for a total transaction of $583,450.00. Following the completion of the sale, the insider owned 15,795 shares of the company’s stock, valued at $1,843,118.55. This trade represents a 24.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 18,533 shares of company stock valued at $2,132,914. 2.80% of the stock is owned by company insiders.

Key Stories Impacting J. M. Smucker

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

• Positive Sentiment: SJM reported quarterly EPS of $3.24, well above the $2.22 analyst consensus, while revenue reached $2.22 billion versus expectations of $2.13 billion. The earnings beat provides evidence of stronger-than-expected operating performance. Fiscal 2027 First Quarter Results and Outlook
• Positive Sentiment: The company raised or reaffirmed fiscal 2027 guidance at $10.50-$11.00 EPS, above the $10.03 consensus estimate. Revenue guidance of $8.9 billion-$9.0 billion also exceeded the $8.8 billion analyst forecast, supporting the stock’s positive reaction.
• Positive Sentiment: Analysts had maintained generally favorable Buy and Hold ratings, with several price targets increased ahead of the earnings release. SJM also carries a consensus rating of “Moderate Buy,” which may reinforce investor confidence. Wall Street Forecasters Revise Smucker Expectations
• Neutral Sentiment: Unusually high options activity preceded the report, including a 241% increase in purchased put-option volume. This signals elevated hedging or speculation around earnings, but does not by itself establish the direction of the stock.
• Negative Sentiment: Despite the earnings beat, SJM reported a negative net margin of 1.53%, and its current and quick ratios remain relatively low at 0.78 and 0.33, respectively. These figures highlight profitability and liquidity risks that could limit further gains if execution weakens.

Hedge Funds Weigh In On J. M. Smucker

Several hedge funds and other institutional investors have recently bought and sold shares of SJM. Two Sigma Investments LP grew its holdings in J. M. Smucker by 6,854.4% in the third quarter. Two Sigma Investments LP now owns 1,527,962 shares of the company’s stock valued at $165,937,000 after purchasing an additional 1,505,991 shares during the last quarter. Dimensional Fund Advisors LP boosted its position in shares of J. M. Smucker by 33.5% in the 4th quarter. Dimensional Fund Advisors LP now owns 3,392,300 shares of the company’s stock worth $331,807,000 after buying an additional 850,943 shares in the last quarter. AQR Capital Management LLC grew its stake in J. M. Smucker by 339.1% in the 3rd quarter. AQR Capital Management LLC now owns 1,029,222 shares of the company’s stock valued at $111,156,000 after acquiring an additional 794,851 shares during the last quarter. NewEdge Advisors LLC grew its stake in J. M. Smucker by 10,549.5% in the 4th quarter. NewEdge Advisors LLC now owns 533,434 shares of the company’s stock valued at $52,175,000 after acquiring an additional 528,425 shares during the last quarter. Finally, Hotchkis & Wiley Capital Management LLC purchased a new position in J. M. Smucker during the 3rd quarter valued at about $55,736,000. 81.66% of the stock is owned by institutional investors and hedge funds.

J. M. Smucker Company Profile

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.