Dec. 16, 2025•
Bearish
J.M. Smucker Co. (SJM) stock fell by 1.95% on Tuesday, closing at $99.70, a decrease that ended a four-day winning streak. This underperformance occurred during a generally negative trading session where the S&P 500 Index (SPX) dropped by 0.24% and the Dow Jones Industrial Average (DJIA) fell by 0.62%.
Dec. 16, 2025•
Bullish
BofA has raised its price target and adjusted EPS estimates for J.M. Smucker (NYSE: SJM) following the company's Q2 results, anticipating continued earnings momentum into fiscal years 2027 and 2028. The company is showing strong performance in Sweet Baked Snacks, Hostess brand, and Uncrustables, with coffee segment margins expected to improve. Overall, J.M. Smucker's net sales for Q2 reached $2.3 billion, a 3% increase year-over-year.
Dec. 16, 2025•
Bullish
BofA has raised its price target and longer-term EPS outlook for J.M. Smucker (SJM) due to steady earnings momentum. The company reported strong Q2 results, with Sweet Baked Snacks and Hostess brands performing well, and anticipates growth in subsequent quarters, including pet treats and Uncrustables surpassing $1 billion in sales. The coffee segment's profit margins are also expected to improve as tariff pressures ease.
Dec. 16, 2025•
Somewhat-Bearish
Shorepoint Capital Partners LLC initiated a new position in The J.M. Smucker Company during Q3, purchasing 31,230 shares valued at approximately $3.39 million. Institutional investors now own 81.66% of the stock, while analysts have a "Hold" consensus rating with a target price of $116.79. Smucker slightly missed Q3 EPS estimates and provided lower FY2026 EPS guidance, but continues to pay a $1.10 quarterly dividend.
Dec. 16, 2025•
Somewhat-Bearish
The J. M. Smucker Company (SJM) stock has underperformed the Dow Jones Industrials Average ($DOWI) over the past three months and the last year, despite a 6.2% rise on a six-month basis. SJM is trading below its 200-day and 50-day moving averages, and recently missed Wall Street's adjusted EPS expectations for Q2. However, analysts maintain a "Moderate Buy" rating with a potential upside of 16.2%.
Dec. 16, 2025•
Somewhat-Bearish
The J. M. Smucker Company (SJM) stock has underperformed the Dow Jones Industrials Average ($DOWI) over various periods, despite its strong brand portfolio and recent acquisition of Hostess Brands. The stock is trading below its 50-day and 200-day moving averages and missed Wall Street's EPS expectations in its latest quarterly report, though revenue beat forecasts. Analysts generally have a "Moderate Buy" rating, expecting a potential upside of 16.2%.
Dec. 15, 2025•
Bullish
The world's largest peanut butter factory, which produces Jif peanut butter, is located in Lexington, Kentucky. The J.M. Smucker Company facility, originally built in 1946, processes an estimated 250,000 containers of peanut butter daily and has undergone significant expansions over the years. This factory plays a major role in the country's peanut butter supply, with a significant portion of all Jif consumed in the U.S. originating from this Kentucky plant.
Dec. 15, 2025•
Neutral
DA Davidson indicates Freshpet, Hershey, and Simply Good Foods are exceeding consensus expectations for the December quarter, based on tracked sales data. This contrasts with broader sector challenges, exemplified by Campbell Soup Company's significant year-to-date decline and recent downward earnings revisions. Several other food stocks, including Vital Farms, Utz Brands, J.M. Smucker, and Oatly, also received specific mentions regarding their performance and outlook.
Dec. 15, 2025•
Somewhat-Bullish
RBC Capital has reiterated an Outperform rating and a $63.00 price target for General Mills (NYSE: GIS), citing positive volume trends. The firm anticipates quarterly results in line with expectations and a reaffirmed fiscal year guidance, potentially boosting the stock. While the packaged food sector faces challenges, RBC Capital highlights General Mills' strategy of actively cutting prices to restore sales volumes.
Dec. 14, 2025•
Neutral
J. M. Smucker reported mixed Q4 results with revenue matching expectations and improved gross margins, but full-year earnings guidance fell short of analyst forecasts. The company faces ongoing profitability challenges due to slow organic revenue growth, declining operating margins, and low returns on invested capital. The guidance miss suggests an uneven path to healthier operating margins despite management's positive outlook.
