J. M. Smucker (SJM) Projected to Post Quarterly Earnings on Wednesday

Key Points

• J. M. Smucker is set to release its Q1 2026 earnings on Wednesday, August 27, 2025, with analysts expecting earnings of $1.89 per share and revenue of $2.0933 billion.
• The company recently increased its quarterly dividend to $1.10 per share, reflecting a 3.9% yield, with the ex-dividend date on August 15, 2025.
• Analysts have given J. M. Smucker a consensus rating of "Moderate Buy", with an average price target of $118.83.

J. M. Smucker (NYSE:SJM - Get Free Report) is expected to announce its Q1 2026 results before the market opens on Wednesday, August 27th. Analysts expect the company to announce earnings of $1.89 per share and revenue of $2.0933 billion for the quarter. J. M. Smucker has set its FY 2026 guidance at 8.500-9.500 EPS.Investors can find conference call details on the company's upcoming Q1 2026 earningreport page for the latest details on the call scheduled for Wednesday, August 27, 2025 at 9:00 AM ET.

J. M. Smucker (NYSE:SJM - Get Free Report) last released its quarterly earnings results on Tuesday, June 10th. The company reported $2.31 EPS for the quarter, topping the consensus estimate of $2.25 by $0.06. The firm had revenue of $2.14 billion for the quarter, compared to analyst estimates of $2.18 billion. J. M. Smucker had a positive return on equity of 15.20% and a negative net margin of 14.10%.J. M. Smucker's revenue for the quarter was down 2.8% on a year-over-year basis. During the same period in the previous year, the company posted $2.66 EPS. On average, analysts expect J. M. Smucker to post $10 EPS for the current fiscal year and $10 EPS for the next fiscal year.

J. M. Smucker Stock Up 0.2%

J. M. Smucker stock traded up $0.2220 during midday trading on Friday, hitting $113.1820. 2,387,249 shares of the company were exchanged, compared to its average volume of 1,579,780. The company's fifty day moving average price is $105.32 and its 200-day moving average price is $109.34. The company has a market cap of $12.06 billion, a PE ratio of -9.79, a price-to-earnings-growth ratio of 8.40 and a beta of 0.31. The company has a debt-to-equity ratio of 1.16, a current ratio of 0.81 and a quick ratio of 0.35. J. M. Smucker has a fifty-two week low of $93.30 and a fifty-two week high of $125.42.

J. M. Smucker Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 2nd. Investors of record on Friday, August 15th will be given a dividend of $1.10 per share. This is a boost from J. M. Smucker's previous quarterly dividend of $1.08. The ex-dividend date of this dividend is Friday, August 15th. This represents a $4.40 annualized dividend and a yield of 3.9%. J. M. Smucker's dividend payout ratio is presently -38.06%.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on SJM shares. UBS Group boosted their price target on J. M. Smucker from $115.00 to $130.00 and gave the stock a "buy" rating in a research report on Wednesday. Jefferies Financial Group upgraded J. M. Smucker from a "hold" rating to a "buy" rating and dropped their price objective for the stock from $118.00 to $115.00 in a report on Wednesday, June 11th. Stifel Nicolaus lifted their price objective on J. M. Smucker from $106.00 to $110.00 and gave the stock a "hold" rating in a report on Tuesday, July 29th. Wells Fargo & Company lifted their price objective on J. M. Smucker from $115.00 to $120.00 and gave the stock an "overweight" rating in a report on Monday. Finally, BNP Paribas upgraded J. M. Smucker from a "strong sell" rating to a "strong-buy" rating in a report on Wednesday, July 9th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $119.69.

Insider Buying and Selling at J. M. Smucker

In other news, Director Tarang Amin purchased 1,050 shares of the stock in a transaction dated Thursday, June 12th. The stock was acquired at an average cost of $96.09 per share, for a total transaction of $100,894.50. Following the acquisition, the director owned 3,825 shares of the company's stock, valued at $367,544.25. The trade was a 37.84% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 2.24% of the company's stock.

Institutional Investors Weigh In On J. M. Smucker

A number of institutional investors have recently made changes to their positions in the company. AQR Capital Management LLC increased its holdings in shares of J. M. Smucker by 235.6% in the 2nd quarter. AQR Capital Management LLC now owns 234,371 shares of the company's stock valued at $22,542,000 after acquiring an additional 164,543 shares during the last quarter. Lazard Asset Management LLC grew its stake in J. M. Smucker by 41.9% during the 2nd quarter. Lazard Asset Management LLC now owns 222,024 shares of the company's stock worth $21,802,000 after buying an additional 65,574 shares during the last quarter. Alliancebernstein L.P. grew its stake in J. M. Smucker by 61.4% during the 2nd quarter. Alliancebernstein L.P. now owns 202,713 shares of the company's stock worth $19,906,000 after buying an additional 77,098 shares during the last quarter. California State Teachers Retirement System grew its stake in J. M. Smucker by 0.7% during the 2nd quarter. California State Teachers Retirement System now owns 172,054 shares of the company's stock worth $16,896,000 after buying an additional 1,154 shares during the last quarter. Finally, Corient Private Wealth LLC grew its stake in J. M. Smucker by 90.1% during the 2nd quarter. Corient Private Wealth LLC now owns 105,606 shares of the company's stock worth $10,371,000 after buying an additional 50,054 shares during the last quarter. 81.66% of the stock is currently owned by institutional investors.

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.