William Blair Forecasts Weaker Earnings for J. M. Smucker

The J. M. Smucker Company (NYSE:SJM) – Stock analysts at William Blair lowered their Q3 2025 earnings per share 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 post earnings per share of $2.38 for the quarter, down from their previous forecast 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 results on Tuesday, November 26th. The company reported $2.76 EPS for the quarter, beating the consensus estimate 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 was up 17.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.59 EPS.

Several other analysts have also recently issued reports on the stock. DA Davidson reissued a “neutral” rating and set a $121.00 price objective on shares of J. M. Smucker in a research note on Thursday, August 29th. Citigroup lowered their price target on J. M. Smucker from $138.00 to $136.00 and set a “buy” rating for the company in a research report on Thursday, August 29th. StockNews.com raised J. M. Smucker from a “sell” rating to a “hold” rating in a research note on Monday, September 30th. BNP Paribas upgraded J. M. Smucker to a “strong sell” rating in a report on Thursday, August 29th. Finally, TD Cowen cut their price target on shares of J. M. Smucker from $135.00 to $132.00 and set a “buy” rating on the stock in a report on Thursday, August 29th. One investment analyst has rated the stock with a sell rating, six have given a hold rating and four have assigned a buy rating to the company. Based on data from MarketBeat.com, J. M. Smucker currently has a consensus rating of “Hold” and an average target price of $128.56.

J. M. Smucker Stock Performance

Shares of SJM stock opened at $111.53 on Monday. J. M. Smucker has a one year low of $105.69 and a one year high of $134.62. The company has a debt-to-equity ratio of 0.89, a quick ratio of 0.27 and a current ratio of 0.58. The company has a 50 day moving average price of $114.81 and a 200 day moving average price of $115.93. The firm has a market capitalization 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.

J. M. Smucker Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, December 2nd. Stockholders of record on Friday, November 15th were given a dividend of $1.08 per share. 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 3.87%. J. M. Smucker’s payout ratio is currently 87.45%.

Insider Activity

In other news, CFO Tucker H. Marshall sold 994 shares of J. M. Smucker stock in a transaction dated 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 directly owns 18,734 shares of the company’s stock, valued at approximately $2,116,942. The trade was a 5.04 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 3.40% of the company’s stock.

Institutional Investors Weigh In On J. M. Smucker

A number of hedge funds have recently bought and sold shares of SJM. FMR LLC raised its position in shares of J. M. Smucker by 40.0% in the 3rd quarter. FMR LLC now owns 3,353,996 shares of the company’s stock valued at $406,169,000 after purchasing an additional 958,142 shares in the last quarter. State Street Corp raised its holdings in J. M. Smucker by 12.0% in the third quarter. State Street Corp now owns 7,111,023 shares of the company’s stock valued at $861,145,000 after acquiring an additional 762,746 shares in the last quarter. Bank of Montreal Can boosted its stake in J. M. Smucker by 186.3% during the 2nd quarter. Bank of Montreal Can now owns 805,029 shares of the company’s stock valued at $90,195,000 after acquiring an additional 523,803 shares during the last quarter. Thrivent Financial for Lutherans grew its holdings in J. M. Smucker by 891.3% during the 3rd quarter. Thrivent Financial for Lutherans now owns 579,903 shares of the company’s stock worth $70,226,000 after acquiring an additional 521,404 shares in the last quarter. Finally, Ariel Investments LLC increased its position 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 purchasing an additional 486,624 shares during the last quarter. Institutional investors and hedge funds own 81.66% of the company’s stock.

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.