J.M. Smucker Stock's Rally Has More Than Tariffs Behind It
Consumer staples stocks were supposed to be dead money in a market where investors are looking for alpha in the artificial intelligence trade. But the sector has had some notable winners.
SJM - The J. M. Smucker Company
Price:
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--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$137.29
DETAILS
HIGH:
$157.00
LOW:
$110.00
MEDIAN:
$141.00
CONSENSUS:
$137.29
UPSIDE:
4.45%
Stock News
Smucker CFO Marshall Tucker Sells 18,482 Shares for $2.4 Million
The executive sold 18,482 shares at a weighted-average price of $132.05, representing a total transaction value of $2.4 million. Traded shares were equal to 46% of the equity stake held before the filing.
The J. M. Smucker Company (SJM) Q1 2027 Earnings Call Prepared Remarks Transcript
The J. M. Smucker Company (SJM) Q1 2027 Earnings Call Prepared Remarks Transcript
Coffee Prices Are High. Why Ground Coffee Is Holding Up Better Than K-Cups.
Raw coffee costs have eased from last year's highs, but remain historically elevated.
JM Smucker Analysts Raise Their Forecasts After Upbeat Q1 Results
J.M. Smucker Co (NYSE:SJM) on Wednesday reported better-than-expected first-quarter financial results and raised its FY27 guidance above estimates.
J.M. Smucker's Rally Nears a Key Test: Is a Full Recovery Ahead?
J. M. Smucker TodaySJMJ. M. Smucker$130.86 +5.41 (+4.31%) As of 08/26/2026 03:58 PM Eastern52-Week Range$88.25▼$134.85Dividend Yield3.42%Price Target$125.53Add to WatchlistJ.M.
J.M. Smucker's Adjusted EPS Jumped 71%. Take Out the Tariff Refund and Here's What the Quarter Actually Looked Like.
It managed to grow net sales in most of its product categories. Smucker would have done well even without that federal government rebate.
Why J.M. Smucker Stock Is Up Today
Higher sales and tariff refunds are boosting J.M. Smucker's free cash flow.
JM Smucker Co (SJM) (Q1 2027) Earnings Call Highlights: Strong Start Drives Raised Outlook and Early Leverage Win
Release Date: August 26, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points JM Smucker Co
The J. M. Smucker Company (SJM) Q1 2027 Earnings Call Transcript
The J. M. Smucker Company (SJM) Q1 2027 Earnings Call Transcript
Dow Falls Over 150 Points; JM Smucker Shares Gain Following Upbeat Q1 Earnings
U.S. stocks traded lower midway through trading, with the Dow Jones index falling more than 150 points on Wednesday.
SJM Q1 Earnings Beat Estimates on Strong Coffee Sales and Pricing
SJM posts Q1 earnings beat as strong coffee sales, pricing actions and brand momentum drive higher profits and lift the fiscal 2027 outlook.
J.M. Smucker raises annual forecast after strong Q1 beat
J M Smucker Co (NYSE:SJM) raised its full-year profit and sales forecasts on Wednesday after first-quarter results topped Wall Street estimates, sending shares of the packaged foods maker up 3.4%. The company posted adjusted earnings of $3.24 per share for its fiscal first quarter, far outpacing the $2.22 analysts had expected and marking a 71% jump from a year earlier.
Compared to Estimates, Smucker (SJM) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Smucker (SJM) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
J. M. Smucker: A Turnaround The Market Still Underestimates
The J. M. Smucker Company remains a Buy, supported by strong FY'27 results, boosted guidance, and a solid margin of safety in valuation. SJM delivered $337.3M in free cash flow and 71% higher Adj. EPS, with tariff refunds and improved cost structure driving performance. Guidance upgrades include Adj. EPS of $10.50–$11.00 and $1.1B FCF, while balance sheet strength enables potential buybacks and sustained dividend growth.
J.M. Smucker Lifts Fiscal 2027 Outlook After Q1 Results ‘Exceeded Our Expectations'
The J.M. Smucker Co.'s fiscal 2027 first-quarter results “exceeded our expectations,” CEO Mark Smucker said. As a result, the parent of Jif peanut butter, Folgers coffee, and Milk-Bone dog treats lifted its full-year outlook, and investors are buying shares before the bell.
Smucker (SJM) Q1 Earnings and Revenues Beat Estimates
Smucker (SJM) came out with quarterly earnings of $3.24 per share, beating the Zacks Consensus Estimate of $2.21 per share. This compares to earnings of $1.9 per share a year ago.
J.M. Smucker forecasts smaller-than-expected annual sales decline on steady coffee demand
Folgers coffee maker J.M. Smucker on Wednesday forecast a smaller-than-expected decline in annual sales, benefitting from steady demand for its ready-to-eat meals and coffee.
J. M. Smucker Q1 Earnings Call Highlights
J. M. Smucker NYSE: SJM reported fiscal 2027 first-quarter results that exceeded management's expectations, as higher coffee pricing, volume growth in key brands and $115 million in tariff refunds supported sales, profit and cash flow. The company raised its full-year outlook for net sales, adjusted earnings per share and free cash flow.
J.M. Smucker Lifts Outlook, Swings to Profit as Sales Climb
The owner of Jif peanut butter and Folgers coffee said it now expects net sales to decline 1% to 2% in its fiscal 2027, compared with a prior forecast for net sales to decline 3% to 4%.
Price Targets
J.M. Smucker price target raised to $149 from $139 at JPMorgan
$149.00
(was $132.44)
Thomas Palmer
·
Coker Palmer
J.M. Smucker price target raised to $150 from $135 at RBC Capital
$150.00
(was $131.00)
RBC Capital
J.M. Smucker price target raised to $150 from $125 at Evercore ISI
$150.00
(was $130.90)
David Palmer
·
Evercore ISI
J.M. Smucker price target raised to $157 from $137 at Bernstein
$157.00
(was $130.90)
Bernstein
J.M. Smucker price target raised to $144 from $129 at Wells Fargo
$144.00
(was $130.90)
Wells Fargo
J.M. Smucker price target raised to $145 from $125 at Barclays
$145.00
(was $130.90)
Barclays
J.M. Smucker (SJM) PT Raised to $132 at Stifel
$132.00
(was $130.90)
Matthew Smith
·
Stifel Nicolaus
J.M. Smucker price target raised to $125 from $107 at Deutsche Bank
$125.00
(was $130.90)
Deutsche Bank
J.M. Smucker (SJM) PT Raised to $142 at UBS
$142.00
(was $122.84)
Peter Grom
·
UBS
J.M. Smucker price target raised to $140 from $129 at Jefferies
$140.00
(was $118.50)
Jefferies
J.M. Smucker (SJM) PT Raised to $123 at TD Cowen
$123.00
(was $118.50)
H.C. Wainwright
J.M. Smucker price target raised to $107 from $102 at Deutsche Bank
$107.00
(was $120.33)
Steve Powers
·
Deutsche Bank
J.M. Smucker price target raised to $125 from $120 at Evercore ISI
$125.00
(was $116.47)
Evercore ISI
J.M. Smucker price target raised to $130 from $121 at UBS
$130.00
(was $116.66)
UBS
J.M. Smucker price target raised to $125 from $103 at Barclays
$125.00
(was $117.05)
Barclays
J.M. Smucker (SJM) PT Raised to $137 at Bernstein SocGen Group
$137.00
(was $115.78)
Alexia Howard
·
Bernstein
J.M. Smucker (SJM) PT Raised to $115 at TD Cowen
$115.00
(was $112.39)
Wells Fargo
J.M. Smucker price target raised to $130 from $120 at BTIG
$130.00
(was $112.39)
BTIG
J.M. Smucker price target raised to $125 from $120 at JPMorgan
$125.00
(was $112.39)
Thomas Palmer
·
Coker Palmer
J.M. Smucker price target raised to $110 from $106 at Morgan Stanley
$110.00
(was $112.39)
Megan Alexander Clapp
·
Morgan Stanley