Ticker: SJM

J.M. Smucker

Consumer Consumer Staples Packaged Foods

Price 127.41

Reco Buy Potential 65 Risk 40 Updated 2026-10-27

Official website

Forecast impact

neutral

Target +7.5% target fill 93.0%

Reaction D5 -0.20% · D10 -1.87%

Impact Potential 0 · Risk 0 valid until 2026-11-15

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

J.M. Smucker Company operates in the consumer staples sector, primarily focusing on food and beverage products. Its core offerings include coffee, pet food, and various spreads, with well-known brands such as Folgers, Jif, and Smucker's. The company generates revenue through retail and food service channels, with a significant portion coming from its coffee and pet food segments. J.M. Smucker also engages in the production of fruit spreads and snacks, contributing to its diversified revenue streams.

Investment Profile

The investment profile of J.M. Smucker is more aligned with dividend investors due to its stable dividend yield of 4.4%. The company exhibits moderate growth potential, making it suitable for those seeking income alongside some capital appreciation. Its relatively low volatility suggests a balanced risk profile, appealing to investors looking for stability in their portfolios.

Category: Consumer Sector: Consumer Staples Industry: Packaged Foods Investment style: Balanced Horizon: Medium-term Company type: Blue Chip Company type: Market Leader

Fundamental metrics (experimental) Updated: 2026-10-27

EPS (TTM) — earnings per share for the last 12 months, $: 2.15
Revenue QoQ — quarter-over-quarter revenue growth: -2.2%
EPS surprise: 45.9%
20d volatility: 1.6%
Dividend yield: 3.4%
last ex-date: 2026-08-14

AI recommendation changes

Date	Before	After	Reason
2026-10-27	Hold	Buy	Stable dividend, but mixed momentum signals.
2026-10-19	Buy	Hold	Strong momentum and solid dividend yield support growth.
2026-10-11	Hold	Buy	Stable dividend, but mixed momentum and fundamentals.
2026-09-24	Buy	Hold	Stable yield, but recent performance shows weakness.
2026-09-16	Hold	Buy	Stable dividend, but mixed momentum signals present risks.
2026-09-05	Buy	Hold	Weak fundamentals and mixed momentum signal caution.
2026-08-19	Hold	Buy	Stable dividend, but weak fundamentals and mixed momentum.
2026-07-03	Buy	Hold	Weak fundamentals offset by solid dividend yield.
2026-06-25	Hold	Buy	Weak fundamentals offset by stable dividend yield.
2026-06-19	Buy	Hold	Weak fundamentals and negative momentum raise concerns.
2026-06-11	Hold	Buy	Strong momentum and solid dividend yield support growth potential.
2026-05-08	—	Hold	Weak fundamentals and negative momentum raise concerns.
2026-05-08	Hold	Hold	Компания показывает стабильный дивидендный доход и небольшую положительную динамику в краткосрочной перспективе, однако долгосрочные показатели и снижение цены акций вызывают опасения.
2026-04-22	Sell	Hold	Компания имеет стабильный дивидендный доход и умеренный рост выручки, однако отрицательный EPS и негативная динамика акций за последние месяцы указывают на риски.
2026-04-15	Hold	Sell	Компания испытывает давление на акции в последние месяцы, однако дивидендная доходность остается привлекательной. Рекомендуется удерживать акции до улучшения финансовых показателей.
2026-03-12	Buy	Hold	Компания демонстрирует стабильную дивидендную доходность и умеренный рост выручки, однако отрицательный EPS и недавние колебания цен могут указывать на риски в краткосрочной перспективе.
2026-02-27	Hold	Buy	Компания показывает положительную динамику выручки и дивидендную доходность, что делает её привлекательной для инвесторов. Несмотря на отрицательный EPS, рост в краткосрочной перспективе и стабильные дивиденды создают хо
2026-02-18	Buy	Hold	Компания показывает стабильный дивидендный доход и рост выручки, однако отрицательный EPS и недавние колебания цен могут указывать на риски. Рекомендуется удерживать акции до ясности в финансовых показателях.
2026-02-02	Hold	Buy	Компания показывает умеренный рост за последние 20 дней, однако за 120 дней наблюдается снижение. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-16	Barclays	Target Lowered	145 → 137	125.93
2026-10-15	Bernstein	Target Raised	157 → 160	121.84
2026-08-27	Coker Palmer	Target Raised	139 → 149	132.44
2026-08-27	RBC Capital	Target Raised	135 → 150	130.9995
2026-08-27	Evercore ISI	Target Raised	125 → 150	130.9
2026-08-27	Bernstein	Target Raised	137 → 157	130.9
2026-08-27	Wells Fargo	Target Raised	129 → 144	130.9
2026-08-27	Barclays	Target Raised	125 → 145	130.9
2026-08-27	Stifel Nicolaus	Target Raised	— → 132	130.9
2026-08-27	Deutsche Bank	Target Raised	107 → 125	130.9
2026-08-20	UBS	Target Raised	— → 142	122.84
2026-08-19	Jefferies	Target Raised	129 → 140	118.5
2026-08-19	H.C. Wainwright	Target Raised	— → 123	118.5
2026-08-14	Deutsche Bank	Target Raised	102 → 107	120.33
2026-07-23	Evercore ISI	Target Raised	120 → 125	116.475
2026-06-11	UBS	Target Raised	121 → 130	116.66
2026-06-11	Barclays	Target Raised	103 → 125	117.05
2026-06-10	Bernstein	Target Raised	— → 137	115.78
2026-06-10	Wells Fargo	Target Raised	— → 115	112.39
2026-06-10	BTIG	Target Raised	120 → 130	112.39
2026-06-10	Coker Palmer	Target Raised	120 → 125	112.39
2026-06-10	Morgan Stanley	Target Raised	106 → 110	112.39
2026-06-10	RBC Capital	Target Raised	— → 135	112.39
2026-06-10	RBC Capital	Target Raised	— → 132	112.39
2026-06-05	Morgan Stanley	Target Raised	104 → 106	101.12
2026-05-20	Deutsche Bank	Target Lowered	97 → 95	100.375
2026-05-15	Evercore ISI	Update	— → 117	99.575
2026-05-04	Bernstein	Target Lowered	145 → 134	96.97
2026-04-23	Morgan Stanley	Target Lowered	118 → 104	94.99
2026-04-21	Stifel Nicolaus	Target Lowered	120 → 100	96.14
2026-04-14	Barclays	Target Lowered	125 → 103	91.035
2026-04-13	BTIG	Update	— → 120	89.53
2026-04-09	BNP Paribas	Target Lowered	132 → 125	92.47
2026-04-08	Wells Fargo	Target Lowered	135 → 125	93.79
2026-01-16	Morgan Stanley	Update	— → 105	104.78

News Page 1 of 1

Analysts recommend buying consumer brands as AI trade falters, says Ariel Investments' John Rogers

10/07/2026, 08:37 AM investing recommendation Analysts: analysts consumer OneSpaWorld J.M. Smucker Madison Square Garden Entertainment

John Rogers of Ariel Investments highlights that quality non-tech companies are undervalued and poised for growth as the AI-driven market may face a downturn, presenting investment opportunities.

Stocks Show Weekly Gains with Salesforce (CRM) and J.M. Smucker (SJM) Entering Overbought Territory

08/29/2026, 05:32 AM investing review software consumer J.M. Smucker Nvidia Salesforce

The stock market experienced a modest weekly gain, driven by Nvidia's strong earnings and core inflation data, but some stocks are now considered overbought, indicating potential caution for investors.

Stocks Making Significant Moves Midday: Abercrombie & Fitch Soars 37%, Intuit Falls 4%, and Zoom Drops 7%

08/26/2026, 09:36 AM business review Semtech J.M. Smucker Meta Platforms SolarEdge Technologies Workday Intuit Abercrombie & Fitch Kohl's Salesforce

Abercrombie & Fitch's stock surged 37% after exceeding fiscal second-quarter estimates and raising its full-year outlook, while Intuit's disappointing guidance led to a 4% drop in its shares and affected other software stocks.

Stocks to Watch: Intuit, Zoom, Semtech, SolarEdge, and Others Experience Significant Premarket Movements

08/26/2026, 05:37 AM business review Semtech J.M. Smucker Zoom Communications SolarEdge Technologies Box Workday Intuit Kohl's Salesforce

Premarket trading saw significant movements in several companies, particularly Intuit and Zoom, which both fell short of analyst expectations, impacting their stock prices and the broader software sector.

SNAP Restrictions May Alter Consumer Purchasing Patterns, Impacting Major Food Companies

06/20/2026, 05:32 AM business review consumer food J.M. Smucker Kroger Walmart Hershey

The recent push to limit SNAP benefits for purchasing certain processed foods poses significant challenges for major U.S. food and beverage companies, potentially impacting their sales and product offerings as consumer behavior shifts.

Analysts Bank of America raised J.M. Smucker Company (SJM) target price to $132, indicating potential upside of 14%

06/13/2026, 07:36 AM investing rating_growth Analysts: analysts, Bank of America consumer J.M. Smucker

Humana's stock has seen significant gains, but it now appears overbought, raising concerns about a potential downturn. This situation reflects broader market trends, particularly in the healthcare sector, which has shown resilience amid recent volatility.

Stocks Making Significant Moves Midday: Apple, Micron Technology, DraftKings, and J.M. Smucker Report Earnings

06/09/2026, 10:33 AM review ai finance Micron J.M. Smucker Vail Resorts DraftKings Apple

Midday trading saw significant movements in various sectors, particularly in semiconductor stocks and home construction, reflecting broader market trends and individual company performances that could influence investor sentiment.

Stocks to Watch: Nuvalent Soars on GSK Acquisition Announcement, J.M. Smucker Reports Strong Earnings, SailPoint Issues Weak Guidance

06/09/2026, 05:33 AM business review Micron J.M. Smucker GSK Alibaba Vail Resorts Qualcomm

Nuvalent's shares surged nearly 39% following GSK's announcement of a $10.6 billion acquisition, highlighting significant market activity in the pharmaceutical sector. Meanwhile, J.M. Smucker's strong earnings report positively impacted its stock, while SailPoint's disappointing guidance led to a notable decline in its shares.

Corning Partners with Amazon as Chip Stocks Surge; Key Economic Data and Earnings Reports Expected

06/08/2026, 05:37 PM investing review tech finance J.M. Smucker Meta Platforms Amazon Boeing Nvidia Sandisk Intel Corning Apple

Recent developments in the tech and chip sectors, including significant deals and stock performances, indicate potential market movements that investors should monitor closely.