Q3 EPS Estimates for J. M. Smucker Lowered by William Blair

The J. M. Smucker Company (NYSE:SJM) – Analysts at William Blair reduced their Q3 2025 earnings estimates for J. M. Smucker in a research note issued to investors on Friday, December 20th. William Blair analyst J. Andersen now expects that the company will earn $2.38 per share for the quarter, down from their prior 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.

J. M. Smucker (NYSE:SJM) last posted its quarterly earnings data on Tuesday, November 26th. The company reported $2.76 earnings per share for the quarter, topping analysts’ consensus estimates of $2.51 by $0.25. The company 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 firm’s revenue for the quarter was up 17.2% on a year-over-year basis. During the same period last year, the firm earned $2.59 EPS.

Several other analysts have also recently commented on SJM. Bank of America reduced their target price on shares of J. M. Smucker from $130.00 to $122.00 and set a “neutral” rating for the company in a research note on Thursday, August 29th. Wells Fargo & Company raised 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 report on Wednesday, November 27th. Citigroup dropped their target price on J. M. Smucker from $138.00 to $136.00 and set a “buy” rating on the stock in a research report on Thursday, August 29th. TD Cowen reduced their price target on J. M. Smucker from $135.00 to $132.00 and set a “buy” rating for the company in a report on Thursday, August 29th. Finally, Stifel Nicolaus lowered J. M. Smucker from a “buy” rating to a “hold” rating and dropped their price objective for the stock from $135.00 to $125.00 in a report on Friday, October 25th. One equities research analyst has rated the stock with a sell rating, six have assigned a hold rating and four have given a buy rating to the company’s stock. According to data from MarketBeat.com, J. M. Smucker presently has an average rating of “Hold” and a consensus target price of $128.56.

J. M. Smucker Stock Performance

NYSE:SJM opened at $111.53 on Monday. The company has a debt-to-equity ratio of 0.89, a current ratio of 0.58 and a quick ratio of 0.27. The firm has a market cap of $11.87 billion, a price-to-earnings ratio of 22.58, a price-to-earnings-growth ratio of 3.46 and a beta of 0.26. The firm’s fifty day moving average price is $114.81 and its 200 day moving average price is $115.93. J. M. Smucker has a 1-year low of $105.69 and a 1-year high of $134.62.

Institutional Trading of J. M. Smucker

Large investors have recently modified their holdings of the business. Studio Investment Management LLC acquired a new stake in J. M. Smucker during the 2nd quarter valued at $26,000. Venturi Wealth Management LLC lifted its position in shares of J. M. Smucker by 1,329.4% in the third quarter. Venturi Wealth Management LLC now owns 243 shares of the company’s stock valued at $29,000 after acquiring an additional 226 shares in the last quarter. Catalyst Capital Advisors LLC acquired a new stake in shares of J. M. Smucker during the third quarter valued at $39,000. Quarry LP increased its position in J. M. Smucker by 212.6% during the 2nd quarter. Quarry LP now owns 322 shares of the company’s stock worth $35,000 after purchasing an additional 219 shares in the last quarter. Finally, Eastern Bank purchased a new position in J. M. Smucker in the 3rd quarter valued at about $40,000. 81.66% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at J. M. Smucker

In other J. M. Smucker news, CFO Tucker H. Marshall sold 994 shares of the firm’s stock in a transaction dated Tuesday, December 17th. The shares were sold at an average price of $113.00, for a total transaction of $112,322.00. Following the completion of the transaction, the chief financial officer now directly owns 18,734 shares in the company, valued at approximately $2,116,942. This trade represents a 5.04 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 3.40% of the company’s stock.

J. M. Smucker Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, December 2nd. Stockholders of record on Friday, November 15th were given a $1.08 dividend. This represents a $4.32 dividend on an annualized basis and a dividend yield of 3.87%. The ex-dividend date of this dividend was Friday, November 15th. J. M. Smucker’s dividend payout ratio is currently 87.45%.

J. M. Smucker Company Profile

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.