Q3 EPS Estimates for J. M. Smucker Lowered by William Blair

The J. M. Smucker Company (NYSE:SJM) – William Blair cut their Q3 2025 earnings per share (EPS) estimates for shares of J. M. Smucker in a report issued on Friday, December 20th. William Blair analyst J. Andersen now forecasts that the company will post earnings of $2.38 per share for the quarter, down from their prior estimate of $2.40. The consensus estimate for J. M. Smucker’s current full-year earnings is $9.89 per share. William Blair also issued estimates for J. M. Smucker’s Q4 2025 earnings at $2.27 EPS.

J. M. Smucker (NYSE:SJM) last announced its earnings results on Tuesday, November 26th. The company reported $2.76 EPS for the quarter, beating the consensus estimate of $2.51 by $0.25. J. M. Smucker had a return on equity of 14.35% and a net margin of 5.96%. The business had revenue of $2.27 billion for the quarter, compared to analysts’ expectations of $2.27 billion. During the same period in the prior year, the business posted $2.59 earnings per share. The firm’s revenue was up 17.2% on a year-over-year basis.

A number of other analysts have also recently commented on the stock. Barclays cut their price target on shares of J. M. Smucker from $126.00 to $123.00 and set an “equal weight” rating on the stock in a research report on Wednesday, December 4th. TD Cowen decreased their target price on J. M. Smucker from $135.00 to $132.00 and set a “buy” rating for the company in a research note on Thursday, August 29th. StockNews.com raised J. M. Smucker from a “sell” rating to a “hold” rating in a research note on Monday, September 30th. Stifel Nicolaus downgraded shares of J. M. Smucker from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $135.00 to $125.00 in a research report on Friday, October 25th. Finally, BNP Paribas upgraded shares of J. M. Smucker to a “strong sell” rating in a research note on Thursday, August 29th. One equities research analyst has rated the stock with a sell rating, six have given a hold rating and four have given a buy rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $128.56.

J. M. Smucker Trading Up 1.2 %

SJM opened at $111.20 on Monday. J. M. Smucker has a twelve month low of $105.69 and a twelve month high of $134.62. The company has a fifty day moving average of $115.13 and a 200-day moving average of $115.98. The stock has a market cap of $11.83 billion, a PE ratio of 22.51, a price-to-earnings-growth ratio of 3.46 and a beta of 0.26. The company has a quick ratio of 0.27, a current ratio of 0.58 and a debt-to-equity ratio of 0.89.

J. M. Smucker Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, December 2nd. Investors of record on Friday, November 15th were given a $1.08 dividend. This represents a $4.32 dividend on an annualized basis and a yield of 3.88%. The ex-dividend date of this dividend was Friday, November 15th. J. M. Smucker’s payout ratio is currently 87.45%.

Insider Buying and Selling at J. M. Smucker

In related news, CFO Tucker H. Marshall sold 994 shares of J. M. Smucker stock in a transaction on Tuesday, December 17th. The stock was sold at an average price of $113.00, for a total transaction of $112,322.00. Following the sale, the chief financial officer now directly owns 18,734 shares in the company, valued at approximately $2,116,942. This trade represents a 5.04 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 3.40% of the company’s stock.

Institutional Investors Weigh In On J. M. Smucker

Large investors have recently made changes to their positions in the business. Studio Investment Management LLC bought a new position in J. M. Smucker during the second quarter valued at about $26,000. Venturi Wealth Management LLC grew its position in shares of J. M. Smucker by 1,329.4% during the 3rd quarter. Venturi Wealth Management LLC now owns 243 shares of the company’s stock valued at $29,000 after acquiring an additional 226 shares during the period. Quarry LP increased its stake in shares of J. M. Smucker by 212.6% during the 2nd quarter. Quarry LP now owns 322 shares of the company’s stock worth $35,000 after purchasing an additional 219 shares during the last quarter. Catalyst Capital Advisors LLC purchased a new stake in shares of J. M. Smucker during the 3rd quarter worth approximately $39,000. Finally, Eastern Bank bought a new stake in shares of J. M. Smucker in the 3rd quarter worth approximately $40,000. 81.66% of the stock is owned by hedge funds and other institutional investors.

About J. M. Smucker

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in three segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, toppings, and syrups; jelly products; nut mix products; shortening and oils; frozen sandwiches and snacks; pet food and pet snacks; and foodservice hot beverage, foodservice portion control, and flour products, as well as dog and cat food, frozen handheld products, juices and beverages, and baking mixes and ingredients.