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SJMSJMConsumer Defensive · Packaged Foods

SJM Stock Forecast: The J. M. Smucker Co. Price Predictions for 2026-2027

Last close, 2 Oct 2026
$117
+1.09% on the day

The 19 Wall Street analysts covering The J. M. Smucker Co. hold a median 12-month price target of $145 — +23.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 98 of 100 as at 2 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$12.4B
Ticker Nerd rank
98 / 100
Median analyst target
$145
Analysts covering
19
Revenue$2.2B+5.0% y/y
Operating income$512.2M
Net income$324.3M
Free cash flow$337.3M
Quarterly, 8 quarters to 31 July 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−3.1%
1M
−10.8%
YTD
+23.5%
1Y
+13.2%
From 52W high
−11.4%
From 52W low
+33.6%
$88
$132
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

SJM stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores The J. M. Smucker Co. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 2 Oct 2026
98 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Accruals
94
Revisions
93
Issuance
89
Growth
88
Momentum
82
Value
78
Volatility
76
Quality
59
Size
13

Accruals (94): Reported profit is backed by cash, and the company is not expanding recklessly.

Quality (59): Profits are thin or unreliable for the size of the business, or they are not turning into cash.

Size (13): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

SJM stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on SJM, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$80$100$120$140$160Jan 26Apr 26Jul 26Oct 26SJMHigh $157Median $145Low $120

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says19 analysts
10 Buy9 Hold0 Sell
Low $120Median $145High $157

The green dot is the last close — the median target sits +23.7% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 14 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
27 Aug 2026BarclaysMaintainsEqual-Weight$125 → $145
27 Aug 2026BernsteinMaintainsOutperform$137 → $157
27 Aug 2026Evercore ISI GroupMaintainsOutperform$125 → $150
27 Aug 2026RBC CapitalMaintainsOutperform$135 → $150
27 Aug 2026TD CowenMaintainsHold$123 → $136
27 Aug 2026Wells FargoMaintainsOverweight$129 → $144
20 Aug 2026UBSMaintainsBuy$130 → $142
19 Aug 2026JefferiesMaintainsBuy$129 → $140
19 Aug 2026JefferiesMaintainsBuy—
19 Aug 2026TD CowenMaintainsHold—
19 Aug 2026TD CowenMaintainsHold$120 → $123
14 Aug 2026JP MorganMaintainsOverweight—
14 Aug 2026JP MorganMaintainsOverweight$125 → $139
23 July 2026Evercore ISI GroupMaintainsOutperform—
23 July 2026Evercore ISI GroupMaintainsOutperform$120 → $125
11 June 2026BarclaysMaintainsEqual-Weight$103 → $125
11 June 2026BarclaysMaintainsEqual-Weight—
11 June 2026UBSMaintainsBuy—
11 June 2026UBSMaintainsBuy$121 → $130
10 June 2026B of A SecuritiesMaintainsBuy$130 → $132

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. SJM appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

SJM vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 2 Oct 2026, The J. M. Smucker Co. returned +13.2% against +16.2% for the S&P 500, dividends included.

SJM vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120130Jan 26Apr 26Jul 26Oct 26SJMS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

SJM analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+7.2%
Analysts raising
15
Analysts cutting
0
Fundamentals

The J. M. Smucker Co. (SJM) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
54.2×

Cheaper than 13% of US stocks

Price / sales
1.4×

Cheaper than 62% of US stocks

Price / book
2.2×

Cheaper than 42% of US stocks

EV / EBITDA
8.5×

Cheaper than 43% of US stocks

Growth & margins
Revenue growth (YoY)
5.0%

Higher than 39% of US stocks

Earnings growth (YoY)
5.0%

Higher than 42% of US stocks

Gross margin
44.1%

Higher than 55% of US stocks

Operating margin
17.9%

Higher than 76% of US stocks

Net margin
2.5%

Higher than 54% of US stocks

Returns & dividend
Return on equity
3.9%

Higher than 52% of US stocks

Return on assets
6.3%

Higher than 82% of US stocks

Dividend yield
3.9%

Higher than 73% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

The J. M. Smucker Co. (SJM) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • The J. M. Smucker Co. has a market value of $12.4B and an enterprise value of $19.3B.

  • Revenue in the twelve months to 31 July 2026: $9.2B. The latest quarter grew 5.0% year on year.

  • Net income over the same four quarters: $229.5M, a 2.5% net margin.

  • Diluted earnings per share, trailing twelve months: $2.14.

  • Free cash flow in the twelve months to 31 July 2026: $1.6B.

  • The J. M. Smucker Co. spent $6.7M on share buybacks and $467.1M on dividends in the twelve months to 31 July 2026.

  • Shares outstanding: 106.8M.

  • Trailing P/E: 54.2×; forward P/E: 10.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 3.87%, paying out 206% of earnings.

  • The J. M. Smucker Co. employs 8,000 people — $1.1M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 July 2026 · market figures as at 2 Oct 2026

Data provided by Twelve Data

Peers

SJM vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelPackaged Foods
CompanyMarket capTKN rank
SJMThe J. M. Smucker Co.$12.4B
98
MKCMcCormick & Co., Inc.$12.0B
52
HRLHormel Foods Corp.$11.1B
56
DARDarling Ingredients, Inc.$10.0B
96
GISGeneral Mills, Inc.$17.1B
62
SFDSmithfield Foods, Inc.$7.4B
35
PPCPilgrim's Pride Corp.$6.5B
55

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own The J. M. Smucker Co. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest SJM news & analysis

Here's Why Smucker (SJM) is a Strong Growth Stock

Zacks Investment Research · 29 Sept 2026positive

Zacks Investment Research highlights Smucker (SJM) as a strong growth stock using its Zacks Style Scores, a feature of the Zacks Premium research service that helps investors identify strong stocks across growth, value, and momentum categories.

Why it matters — SJM watchers would find this relevant because the Zacks Style Scores assessment positions the company favorably among growth stocks, which could inform investor perception of its performance.

J. M. Smucker: Among The Best-Executing Staples Companies

Seeking Alpha · 29 Sept 2026positive

Seeking Alpha reiterates J. M. Smucker as a Buy, citing shares trading below intrinsic value and a robust technical setup. The company posted strong Q1 results with adjusted EPS of $3.24 (including $0.84 in tariff refunds) and 5% revenue growth, while management raised FY27 adjusted EPS guidance to $10.50–$11.00 and improved its free cash flow outlook.

Why it matters — The article highlights strong quarterly results and raised guidance that support long-term shareholder value, which is directly relevant to SJM watchers monitoring the company's financial performance and outlook.

Smucker vs. Campbell's: One of These Dividends Already Broke

24/7 Wall Street · 28 Sept 2026negative

The article compares Smucker to Campbell's, noting that Campbell's recently cut a dividend it had protected for 25 years and that Smucker carries some of the same warning signs that preceded the cut.

Why it matters — A Smucker watcher would care because the article suggests Smucker's dividend may face similar vulnerability based on comparable warning signs.

Why Is Smucker (SJM) Down 7.7% Since Last Earnings Report?

Zacks Investment Research · 25 Sept 2026negative

Smucker (SJM) reported its earnings 30 days ago, and the stock has declined 7.7% since that report. The article examines what could be next for the company's shares following this drop.

Why it matters — SJM watchers would care because the post-earnings decline reflects recent shareholder performance and raises questions about the company's near-term trajectory.

The J.M. Smucker Co. Portfolio Helps Consumers Get into the Fall Spirit

PRNewsWire · 25 Sept 2026positive

The J.M. Smucker Co. announced that its portfolio of brands across coffee, pet, and snacking categories helps consumers get into the fall spirit. The company highlighted the brands consumers love in these segments.

Why it matters — The item underscores the breadth and consumer appeal of Smucker's portfolio across its key coffee, pet, and snacking categories, which are central to its business.

FAQ

Frequently asked questions about SJM stock

What is the SJM stock price forecast for 2026-2027?

The 19 Wall Street analysts covering The J. M. Smucker Co. have a median 12-month price target of $145, with estimates ranging from $120 to $157. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is SJM stock a buy right now?

Of the 19 analysts covering The J. M. Smucker Co., 10 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks The J. M. Smucker Co. 98 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank SJM?

As at 2 Oct 2026, The J. M. Smucker Co. ranks 98 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (94 of 100).

Will SJM stock go up?

No one can know that. What the data says: the median 12-month target from 19 analysts implies +23.7% from the last close, and Ticker Nerd's factor model ranks The J. M. Smucker Co. 98 out of 100 as at 2 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the SJM stock forecast for 2030?

No analyst covering The J. M. Smucker Co. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for SJM are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $120 to $157 over the next 12 months.

How has SJM stock performed over the past year?

The J. M. Smucker Co. returned +13.2% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does The J. M. Smucker Co. do?

The J. M.

What is the latest news on SJM?

The most recent item we track (Zacks Investment Research, 29 Sept 2026): "Here's Why Smucker (SJM) is a Strong Growth Stock". Zacks Investment Research highlights Smucker (SJM) as a strong growth stock using its Zacks Style Scores, a feature of the Zacks Premium research service that helps investors identify strong stocks across growth, value, and momentum categories.

Company

About The J. M. Smucker Co.

The J. M. Smucker Company is a consumer staples company that manufactures and markets branded food and beverage products for retail and foodservice customers. Its portfolio spans coffee, peanut butter, fruit spreads, frozen handheld meals, sweet baked snacks, pet foods and pet snacks, and a range of pantry and baking products. The company serves households and commercial buyers through grocery, club, convenience, e-commerce, and away-from-home channels, giving it a broad presence across everyday consumption occasions. The J. M. Smucker Company is known for a mix of established brands that occupy leading positions in familiar categories, making it a significant participant in packaged foods, beverages, and pet care.

CEO Captain Mark T. Smucker · 8,000 employees · United States · https://www.jmsmucker.com