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

J. M. Smucker (NYSE:SJM) updated its FY 2027 earnings guidance on Tuesday. The company provided EPS guidance of 9.750-10.250 for the period, compared to the consensus EPS estimate of 8.380. The company issued revenue guidance of $8.7 billion-$8.8 billion, compared to the consensus revenue estimate of $9.1 billion.

J. M. Smucker Price Performance

SJM stock opened at $116.86 on Thursday. The firm has a 50 day moving average of $98.81 and a 200-day moving average of $101.83. The company has a market cap of $12.46 billion, a price-to-earnings ratio of -89.89, a PEG ratio of 7.43 and a beta of 0.27. The company has a current ratio of 0.78, a quick ratio of 0.35 and a debt-to-equity ratio of 1.15. J. M. Smucker has a 12-month low of $88.25 and a 12-month high of $119.39.

J. M. Smucker (NYSE:SJM) last released its quarterly earnings data on Tuesday, June 9th. The company reported $2.77 earnings per share for the quarter, beating the consensus estimate of $2.64 by $0.13. The firm had revenue of $2.27 billion during the quarter, compared to the consensus estimate of $2.26 billion. J. M. Smucker had a positive return on equity of 17.18% and a negative net margin of 1.53%.J. M. Smucker’s quarterly revenue was up 5.8% on a year-over-year basis. During the same period last year, the business posted $2.31 EPS. J. M. Smucker has set its FY 2027 guidance at 9.750-10.250 EPS. As a group, equities analysts expect that J. M. Smucker will post 9.91 EPS for the current fiscal year.

J. M. Smucker Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Friday, May 15th were paid a $1.10 dividend. This represents a $4.40 dividend on an annualized basis and a yield of 3.8%. The ex-dividend date of this dividend was Friday, May 15th. J. M. Smucker’s dividend payout ratio is presently -37.32%.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on SJM. BNP Paribas Exane set a $125.00 target price on shares of J. M. Smucker in a research report on Thursday, April 9th. BTIG Research set a $130.00 price objective on shares of J. M. Smucker in a research note on Wednesday. Evercore began coverage on J. M. Smucker in a research report on Friday, May 15th. They set an “outperform” rating and a $117.00 price objective for the company. Barclays reduced their target price on J. M. Smucker from $125.00 to $103.00 and set an “equal weight” rating on the stock in a research note on Tuesday, April 14th. Finally, JPMorgan Chase & Co. increased their target price on J. M. Smucker from $120.00 to $125.00 and gave the company an “overweight” rating in a report on Wednesday. Ten research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, J. M. Smucker has an average rating of “Hold” and a consensus price target of $119.07.

Key J. M. Smucker News

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

• Positive Sentiment: Smucker reported fiscal Q4 EPS of $2.77, topping estimates, with revenue of $2.27 billion also edging past expectations. Investors responded well to the beat, especially as pricing discipline and coffee segment strength helped drive profits. Smucker Q4 earnings beat and stock reaction
• Positive Sentiment: Several analysts turned more constructive after the report, including JPMorgan and Wells Fargo, which raised price targets and maintained overweight ratings. That suggests Wall Street sees additional upside if Smucker’s turnaround continues. Analyst price target increases after earnings
• Positive Sentiment: Optimistic commentary focused on free cash flow, dividend support, and improving profitability from coffee relief, Uncrustables growth, and Hostess integration, which can help the stock if margins hold up. Bullish view on Smucker’s recovery
• Neutral Sentiment: Management’s FY2027 guidance was mixed: adjusted EPS was guided to $9.75-$10.25, but revenue was projected at $8.7 billion-$8.8 billion, below consensus. That supports the stock but also limits enthusiasm.
• Negative Sentiment: Smucker also signaled net sales could fall 3%-4% in FY2027 and free cash flow may drop by about $200 million, raising concerns that the current rebound may not translate into sustained growth. Lower sales outlook
• Negative Sentiment: Some recent coverage also highlighted weaker underlying brand momentum and a new stakeholder/activism risk disclosure, which could pressure the valuation if investors grow cautious about the turnaround story. Stakeholder sentiment and activism risk

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Garton & Associates Financial Advisors LLC purchased a new stake in shares of J. M. Smucker during the 4th quarter valued at $25,000. CYBER HORNET ETFs LLC acquired a new position in shares of J. M. Smucker in the 2nd quarter valued at approximately $27,000. MUFG Securities EMEA plc acquired a new position in J. M. Smucker during the 2nd quarter worth $31,000. Los Angeles Capital Management LLC acquired a new position in shares of J. M. Smucker in the 4th quarter worth approximately $46,000. Finally, Zions Bancorporation National Association UT lifted its holdings in J. M. Smucker by 48.2% in the fourth quarter. Zions Bancorporation National Association UT now owns 529 shares of the company’s stock worth $52,000 after acquiring an additional 172 shares during the last quarter. 81.66% of the stock is currently 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.