SJMConsumer Defensive · Packaged FoodsThe 19 Wall Street analysts covering The J. M. Smucker Co. hold a median 12-month price target of $145 — +21.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 98 of 100 as at 10 Oct 2026 — among the strongest tenth. Here, the model and the Street point the same way.
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.
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): 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.
The bullish and bearish analyst opinions on SJM, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +21.0% from it.
Of the 20 most recent actions, 14 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 27 Aug 2026 | Barclays | Maintains | Equal-Weight | $125 → $145 |
| 27 Aug 2026 | Bernstein | Maintains | Outperform | $137 → $157 |
| 27 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $125 → $150 |
| 27 Aug 2026 | RBC Capital | Maintains | Outperform | $135 → $150 |
| 27 Aug 2026 | TD Cowen | Maintains | Hold | $123 → $136 |
| 27 Aug 2026 | Wells Fargo | Maintains | Overweight | $129 → $144 |
| 20 Aug 2026 | UBS | Maintains | Buy | $130 → $142 |
| 19 Aug 2026 | Jefferies | Maintains | Buy | $129 → $140 |
| 19 Aug 2026 | Jefferies | Maintains | Buy | — |
| 19 Aug 2026 | TD Cowen | Maintains | Hold | — |
| 19 Aug 2026 | TD Cowen | Maintains | Hold | $120 → $123 |
| 14 Aug 2026 | JP Morgan | Maintains | Overweight | — |
| 14 Aug 2026 | JP Morgan | Maintains | Overweight | $125 → $139 |
| 23 July 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 23 July 2026 | Evercore ISI Group | Maintains | Outperform | $120 → $125 |
| 11 June 2026 | Barclays | Maintains | Equal-Weight | $103 → $125 |
| 11 June 2026 | Barclays | Maintains | Equal-Weight | — |
| 11 June 2026 | UBS | Maintains | Buy | — |
| 11 June 2026 | UBS | Maintains | Buy | $121 → $130 |
| 10 June 2026 | B of A Securities | Maintains | Buy | $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.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 9 Oct 2026, The J. M. Smucker Co. returned +18.6% against +17.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 13% of US stocks
Cheaper than 61% of US stocks
Cheaper than 40% of US stocks
Cheaper than 42% of US stocks
Higher than 39% of US stocks
Higher than 42% of US stocks
Higher than 55% of US stocks
Higher than 76% of US stocks
Higher than 54% of US stocks
Higher than 52% of US stocks
Higher than 82% of US stocks
Higher than 90% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $12.8B and an enterprise value of $19.7B.
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.
Trailing P/E: 56.0×; forward P/E: 11.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.74%, paying out 206% of earnings.
The J. M. Smucker Co. employs 8,000 people — $1.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Zacks Investment Research headline characterizes Smucker (SJM) as a strong value stock and points readers to Zacks Style Scores as a way to identify stocks for an investment portfolio.
Why it matters — SJM watchers may note the article’s value-stock framing and its reference to Zacks Style Scores.
A 24/7 Wall Street article examines four packaged food stocks, including The J. M. Smucker Co., and contrasts their dividend stories. It notes that while the companies share grocery shelves, their dividends reveal which are rebuilding and which remain at risk of a potential cut.
Why it matters — SJM watchers would care because the piece compares Smucker's dividend position against peers, indicating whether the company is viewed as financially rebuilding or still at risk.
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.
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.
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.
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.
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 10 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 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).
No one can know that. What the data says: the median 12-month target from 19 analysts implies +21.0% from the last close, and Ticker Nerd's factor model ranks The J. M. Smucker Co. 98 out of 100 as at 10 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
The J. M. Smucker Co. returned +18.6% over the 12 months to 9 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
The J. M.
The most recent item we track (Zacks Investment Research, 8 Oct 2026): "Here's Why Smucker (SJM) is a Strong Value Stock". Zacks Investment Research headline characterizes Smucker (SJM) as a strong value stock and points readers to Zacks Style Scores as a way to identify stocks for an investment portfolio.
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
