SJMConsumer Defensive · Packaged FoodsThe 19 Wall Street analysts covering The J. M. Smucker Co. hold a median 12-month price target of $145 — +8.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 99 of 100 as at 22 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 (12): 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 +8.7% from it.
Of the 20 most recent actions, 10 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 16 Oct 2026 | Barclays | Maintains | Equal-Weight | $145 → $137 |
| 15 Oct 2026 | Bernstein | Maintains | Outperform | $157 → $160 |
| 27 Aug 2026 | Barclays | Maintains | Equal-Weight | — |
| 27 Aug 2026 | Barclays | Maintains | Equal-Weight | $125 → $145 |
| 27 Aug 2026 | Bernstein | Maintains | Outperform | — |
| 27 Aug 2026 | Bernstein | Maintains | Outperform | $137 → $157 |
| 27 Aug 2026 | Evercore ISI Group | Maintains | Outperform | $125 → $150 |
| 27 Aug 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 27 Aug 2026 | RBC Capital | Maintains | Outperform | $135 → $150 |
| 27 Aug 2026 | RBC Capital | Maintains | Outperform | — |
| 27 Aug 2026 | TD Cowen | Maintains | Hold | — |
| 27 Aug 2026 | TD Cowen | Maintains | Hold | $123 → $136 |
| 27 Aug 2026 | Wells Fargo | Maintains | Overweight | $129 → $144 |
| 27 Aug 2026 | Wells Fargo | Maintains | Overweight | — |
| 20 Aug 2026 | UBS | Maintains | Buy | $130 → $142 |
| 20 Aug 2026 | UBS | Maintains | Buy | — |
| 19 Aug 2026 | Jefferies | Maintains | Buy | $129 → $140 |
| 19 Aug 2026 | Jefferies | Maintains | Buy | — |
| 19 Aug 2026 | TD Cowen | Maintains | Hold | $120 → $123 |
| 19 Aug 2026 | TD Cowen | Maintains | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
SJM appears in the Radar 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 22 Oct 2026, The J. M. Smucker Co. returned +32.5% against +15.6% 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 12% of US stocks
Cheaper than 59% of US stocks
Cheaper than 37% of US stocks
Cheaper than 40% 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 89% 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 $13.9B and an enterprise value of $20.7B.
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: 59.7×; forward P/E: 11.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.51%, 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 →
The J.M. Smucker Co. announced that its Board of Directors approved a dividend of $1.12 per common share.
Why it matters — SJM watchers may note the approved dividend as a company update concerning shareholder distributions.
Campbell's cut a dividend it had kept steady for years, while rival Smucker moved in the opposite direction. The excerpt does not provide further details about either company's dividend action.
Why it matters — SJM watchers may compare Smucker's dividend direction with Campbell's cut when following the companies.
The article compares dividend decisions at five grocery companies facing similar pressures, describing payouts as falling into three categories. It says balance-sheet details reveal differences in payout durability and risk.
Why it matters — The item places SJM among grocery names whose dividend profile may be assessed in light of balance-sheet strength, but the excerpt gives no SJM-specific details.
Post Holdings said e-commerce is outpacing other pet food channels as it pursues brand relaunches, premium private-label growth and cost savings.
Why it matters — The update offers context on channel trends and competitive activity in pet food that may be relevant to watchers of SJM.
Zacks Investment Research asks whether Smucker (SJM) or Celsius Holdings (CELH) offers the better value opportunity among Food - Miscellaneous stocks.
Why it matters — The item frames SJM in a value comparison with CELH, relevant to investors following Smucker's valuation.
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 $160. 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. 99 out of 100 across roughly 4,600 US stocks as at 22 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 22 Oct 2026, The J. M. Smucker Co. ranks 99 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 +8.7% from the last close, and Ticker Nerd's factor model ranks The J. M. Smucker Co. 99 out of 100 as at 22 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 $160 over the next 12 months.
The J. M. Smucker Co. returned +32.5% over the 12 months to 22 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
The J. M.
The most recent item we track (PRNewsWire, 22 Oct 2026): "The J.M. Smucker Co. Declares Dividend". The J.M. Smucker Co. announced that its Board of Directors approved a dividend of $1.12 per common share.
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
