DailyIQ
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Sector:Consumer DefensiveAll sectors
Last updated 2 minutes ago

SJM·The J. M. Smucker Company

$.
+. (+.%)
High
$104.79
Open
$102.97
Market Cap
10.91B
52W High
$119.39
Low
$102.24
P. Close
$102.32
P/E
-
52W Low
$88.25
Fwd P/E
10.34
Mean Target
$115.82
Technical Score (1D)
68
BUY
News Sentiment
56
BULLISH
J. M. Smucker is launching limited-edition Milk-Bone Krypto Soft & Chewy Mini Treats, a collaboration with Warner Bros. tied to the Supergirl film. This initiative underscores the company's strategy to leverage established brands like Milk-Bone within the competitive pet treat market, aiming to boost brand recognition and consumer engagement. These limited-time offerings can serve as tests for new marketing themes and packaging concepts, with pet treats being a key segment for SJM's branded portfolio. Earlier, Morningstar Research published an analyst report offering a comprehensive review of the company's performance and outlook, though specific findings are not yet detailed. Investors should monitor consumer response to the new Milk-Bone promotion as a gauge of brand innovation effectiveness.
Earnings Summary
The J.M. Smucker Company is a global food and beverage manufacturer known for its portfolio of established brands across categories like coffee, spreads, pet food, and sweet baked goods, operating within the Packaged Foods industry in the Consumer Defensive sector. Its business model relies on providing consumers with recognizable, everyday staples distributed through extensive retail channels. In its most recent reported quarters, SJM demonstrated mixed performance. For Q3 2026, the company reported actual EPS of $2.38 against an estimate of $2.72, and actual revenue of $2.34 billion versus an estimate of $2.31 billion. Prior to this, in Q2 2025, actual EPS was $1.90, missing the estimate of $1.93, with revenue at $2.11 billion. This indicates a recent trend of EPS misses in Q2 and Q3 2025/2026, although revenue in Q3 2026 exceeded expectations. Looking at the preceding quarters, Q1 2025 saw actual EPS of $2.31 against an estimate of $2.25, and Q4 2024 reported actual EPS of $2.61 versus an estimate of $2.37. This suggests a pattern of beating EPS estimates in the earlier reported quarters (Q4 2024, Q1 2025) followed by misses in the more recent ones (Q2 2025, Q3 2026), while revenue performance has been less consistent, with a beat in Q3 2026. Recent news indicates a divergence in analyst sentiment, with JPMorgan lowering its price target due to valuation concerns and perceived softness in segments like coffee, while Evercore ISI initiated coverage with an Outperform rating. The company has also declared a quarterly dividend of $1.10 per share, signaling stable cash flow despite a recent 52-week stock price decline. Investors will be watching for commentary at the upcoming Annual Shareholder Meeting on August 12, 2026, to understand the drivers behind recent stock underperformance relative to the market and to gauge future strategy. Key will be whether SJM can demonstrate growth prospects to counter valuation pressures and analyst concerns about segment softness.

EPS

EstBeatMiss
$1.78$2.04$2.31$2.57$2.84Q4'24Q1'25Q2'25Q3'25Q3'26Q4'26
QtrEstActual+/−
Q4'26$2.64 - -
Q3'26$2.72$2.38-12.4%
Q3'25$2.10$2.10-0.0%
Q2'25$1.93$1.90-1.4%
Q1'25$2.25$2.31+2.8%
Q4'24$2.37$2.61+10.3%

Revenue

EstBeatMiss
$2.1B$2.2B$2.2B$2.3B$2.4BQ4'24Q1'25Q2'25Q3'25Q3'26Q4'26
QtrEstActual+/−
Q4'26$2.3B - -
Q3'26$2.3B$2.3B+1.4%
Q3'25 - $2.3B -
Q2'25 - $2.1B -
Q1'25 - $2.1B -
Q4'24 - $2.2B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

SJM Stock Snapshot

SJM is currently trading at $104.03, giving The J. M. Smucker Company a market cap of 10.91B. Today's range spans $102.24–$104.79, with shares opening at $102.97 and moving up $1.71 (1.7%) from the prior close. DailyIQ's technical score sits at 68/100 (BUY) with a news sentiment reading of 56/100.

Over the past year SJM has traded between $88.25 and $119.39 - the current price is +17.9% off the 52-week low and -12.9% from the high. 26 analysts cover the stock with a Hold consensus and a mean 12-month target of $115.82 (range $95.00–$134.00), implying upside of +11.3%.

The Consumer Defensive sector has plenty of names, but SJM is one of the few right now where technical and sentiment data are both bullish. Score: 68/100 (BUY). Sentiment: neutral (56/100). Price: $104.03 (in the middle of its 52-week range). With 10.91B in market cap, this is the scale where fundamental thesis and technical setup reinforce rather than compete with each other. Annual range: $88.25–$119.39.

Earnings revision cycles in large-cap Consumer Defensive names tend to compound: when technicals confirm a BUY thesis (68/100) and news sentiment (56/100, neutral) supports the narrative, analyst upgrades follow price rather than lead it. At $104.03 (in the middle of its 52-week range), SJM's position within the $88.25–$119.39 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.