J. M. Smucker (SJM) Stock Forecast & Price Target

SJM price $125.86 +0.40 +0.32%

Ticker
SJM
Price
$125.86
Change
+0.40 +0.32%
Market cap ?
$13.44B
P/E ?
58.34
Forward P/E ?
11.62
Dividend yield ?
3.52%
Beta ?
0.27
Sector
Consumer Defensive
Industry
Packaged Foods
Stocklytics score
45
Value
60
Quality
45
Growth
31

Stocklytics score rationale: value 60, quality 45, growth 31.

Financials

2017201820192020202120222023202420252026
7392300000735710000078380000007801000000800270000079989000008529200000817870000087261000009050900000

The J. M. Smucker Company is an international enterprise specializing in the production and marketing of a diverse portfolio of branded food and beverage items. Its operations are organized into three principal U.S. retail divisions: Pet Foods, Coffee, and Consumer Foods. The company's extensive product offerings encompass various coffee options, including roast, ground, single-serve, and premium blends; a wide…

Fair value

SJM fair value $219.15. Price $125.86. Price is 43% below fair value.

Around fair value, but less expensive than usual. A smaller premium than on 68% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 1.59B. Growth 5.35%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 106.82M. Net debt 7.03B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare SJM

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-11-24—2.50—2.26B
2026-08-263.242.222.22B2.13B
2026-06-092.772.642.27B2.26B
2026-02-262.382.272.34B2.32B
2025-11-252.102.102.33B2.32B
2025-08-271.901.932.11B2.12B
2025-06-102.312.242.14B2.18B
2025-02-272.612.372.19B2.23B
2024-11-262.762.502.27B2.27B
2024-08-282.442.172.13B2.13B
2024-06-062.662.332.21B2.24B
2024-02-272.482.272.23B2.22B
2023-12-052.592.471.94B1.95B
2023-08-292.212.041.81B1.84B
2023-06-062.642.372.23B2.17B
2023-02-282.212.122.22B2.22B
2022-11-212.402.192.21B2.17B
2022-08-231.671.271.87B1.87B
2022-06-072.231.882.03B1.98B
2022-03-012.332.092.06B2.04B
2021-11-232.432.052.05B2.05B
2021-08-261.901.861.86B1.95B
2021-06-031.891.671.92B1.67B
2021-02-252.452.192.08B1.83B
2020-11-242.392.232.03B1.89B
2020-08-252.371.671.97B1.39B
2020-06-042.572.292.09B1.86B
2020-02-262.352.231.97B1.87B
2019-11-222.262.131.96B1.85B
2019-08-271.581.741.78B1.96B
2019-06-062.081.951.90B1.78B
2019-02-262.262.012.01B1.79B
2018-11-282.172.342.02B2.18B
2018-08-211.781.761.90B1.88B
2018-06-072.032.181.78B1.91B
2018-02-162.502.141.90B1.63B
2017-11-162.021.901.92B1.81B
2017-08-241.511.621.75B1.88B
2017-06-081.801.721.78B1.70B
2017-02-172.002.001.88B1.88B

Dividends

Yield 3.51%. Payout ratio 2.04%. Frequency Quarterly.

Safety score 100/100 · Safe. Payout ratio is 2% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 33 separate years. Yield is 3.5%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-11-13$1.122026-11-132026-12-01Quarterly
2026-08-14$1.122026-08-142026-09-01Quarterly
2026-05-15$1.102026-05-152026-06-01Quarterly
2026-02-13$1.102026-02-132026-03-02Quarterly
2025-11-14$1.102025-11-142025-12-01Quarterly
2025-08-15$1.102025-08-152025-09-02Quarterly
2025-05-16$1.082025-05-162025-06-02Quarterly
2025-02-14$1.082025-02-142025-03-03Quarterly
2024-11-15$1.082024-11-152024-12-02Quarterly
2024-08-16$1.082024-08-162024-09-03Quarterly
2024-05-16$1.062024-05-172024-06-03Quarterly
2024-02-15$1.062024-02-162024-03-01Quarterly
2023-11-16$1.062023-11-172023-12-01Quarterly
2023-08-17$1.062023-08-182023-09-01Quarterly
2023-05-11$1.022023-05-122023-06-01Quarterly
2023-02-09$1.022023-02-102023-03-01Quarterly
2022-11-09$1.022022-11-112022-12-01Quarterly
2022-08-11$1.022022-08-122022-09-01Quarterly
2022-05-12$0.992022-05-132022-06-01Quarterly
2022-02-10$0.992022-02-112022-03-01Quarterly
2021-11-10$0.992021-11-122021-12-01Quarterly
2021-08-12$0.992021-08-132021-09-01Quarterly
2021-05-13$0.902021-05-142021-06-01Quarterly
2021-02-11$0.902021-02-122021-03-01Quarterly
2020-11-12$0.902020-11-132020-12-01Quarterly
2020-08-13$0.902020-08-142020-09-01Quarterly
2020-05-14$0.882020-05-152020-06-01Quarterly
2020-02-13$0.882020-02-142020-03-02Quarterly
2019-11-14$0.882019-11-152019-12-02Quarterly
2019-08-15$0.882019-08-162019-09-03Quarterly
2019-05-16$0.852019-05-172019-06-03Quarterly
2019-02-14$0.852019-02-152019-03-01Quarterly
2018-11-15$0.852018-11-162018-12-03Quarterly
2018-08-16$0.852018-08-172018-09-04Quarterly
2018-05-10$0.782018-05-112018-06-01Quarterly
2018-02-08$0.782018-02-092018-03-01Quarterly
2017-11-09$0.782017-11-102017-12-01Quarterly
2017-08-09$0.782017-08-112017-09-01Quarterly
2017-05-10$0.752017-05-122017-06-01Quarterly
2017-02-08$0.752017-02-102017-03-01Quarterly
2016-11-08$0.752016-11-112016-12-01Quarterly
2016-08-10$0.752016-08-122016-09-01Quarterly
2016-05-11$0.672016-05-132016-06-01Quarterly
2016-02-10$0.672016-02-122016-03-01Quarterly
2015-11-10$0.672015-11-132015-12-01Quarterly
2015-08-12$0.672015-08-142015-09-01Quarterly
2015-05-13$0.642015-05-152015-06-01Quarterly
2015-02-11$0.642015-02-132015-03-02Quarterly
2014-11-12$0.642014-11-142014-12-01Quarterly
2014-08-13$0.642014-08-152014-09-02Quarterly
2014-05-14$0.582014-05-162014-06-02Quarterly
2014-02-12$0.582014-02-142014-03-03Quarterly
2013-11-13$0.582013-11-152013-12-02Quarterly
2013-08-14$0.582013-08-162013-09-03Quarterly
2013-05-15$0.522013-05-172013-06-03Quarterly
2013-02-13$0.522013-02-152013-03-01Quarterly
2012-11-14$0.522012-11-162012-12-03Quarterly
2012-08-08$0.522012-08-102012-09-04Quarterly
2012-05-09$0.482012-05-112012-06-01Quarterly
2012-02-08$0.482012-02-102012-03-01Quarterly
2011-11-08$0.482011-11-112011-12-01Quarterly
2011-08-10$0.482011-08-122011-09-01Quarterly
2011-05-11$0.442011-05-132011-06-01Quarterly
2011-02-09$0.442011-02-112011-03-01Quarterly
2010-11-09$0.402010-11-122010-12-01Quarterly
2010-08-11$0.402010-08-132010-09-01Quarterly
2010-05-12$0.402010-05-142010-06-01Quarterly
2010-02-10$0.352010-02-122010-03-01Quarterly
2009-11-10$0.352009-11-132009-12-01Quarterly
2009-08-12$0.352009-08-142009-09-01Quarterly
2009-05-13$0.352009-05-152009-06-01Quarterly
2009-02-11$0.322009-02-132009-03-02Quarterly
2008-11-17$0.322008-11-192008-12-08Quarterly
2008-09-26$5.002008-09-302008-10-31Monthly
2008-08-13$0.322008-08-152008-09-02Quarterly
2008-05-14$0.322008-05-162008-06-02Quarterly
2008-02-13$0.302008-02-152008-03-03Quarterly
2007-11-13$0.302007-11-152007-12-03Quarterly
2007-08-14$0.302007-08-162007-09-04Quarterly
2007-05-11$0.302007-05-152007-06-01Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-10-01Chung BruceBuy1.47K——
2026-10-01Chung BruceBuy226——
2026-10-01Abramo MercedesBuy1.47K——
2026-10-01Abramo MercedesBuy216——
2026-10-01AMIN TARANGBuy1.47K——
2026-10-01AMIN TARANGBuy259——
2026-10-01Chapman-Hughes SusanBuy1.47K——
2026-10-01Henderson Jay LBuy1.47K——
2026-10-01JOHNSON JONATHAN E IIIBuy1.47K——
2026-10-01Perry KirkBuy1.47K——
2026-10-01Perry KirkBuy216——
2026-10-01SINGER DAVID VBuy1.47K——
2026-10-01TAYLOR JODIBuy1.47K——
2026-10-01Willoughby Dawn CBuy1.47K——
2026-09-01Penrose Jill RSell1.46K$131.42192.00K
2026-09-01Knudsen Jeannette LSell1.58K$131.42208.17K
2026-09-01Ferguson Robert DSell1.12K$131.42147.32K
2026-08-31Ferguson Robert DSell2.52K$132.41333.94K
2026-08-31SMUCKER MARK TBuy84.82K$108.909.24M
2026-08-31SMUCKER MARK TSell84.82K$131.3911.14M
2026-08-31SMUCKER MARK TSell84.82K$108.909.24M
2026-08-28Marshall Tucker HBuy11.09K$125.821.40M
2026-08-28Marshall Tucker HSell7.39K$132.26977.27K
2026-08-28Marshall Tucker HBuy7.39K$108.90804.66K
2026-08-28Marshall Tucker HSell11.09K$131.911.46M
2026-08-28Marshall Tucker HSell7.39K$108.90804.66K
2026-08-28Marshall Tucker HSell11.09K$125.821.40M
2026-07-01AMIN TARANGBuy247——
2026-07-01Abramo MercedesBuy218——
2026-07-01Chung BruceBuy229——
2026-07-01Perry KirkBuy218——
2026-06-29Penrose Jill RSell5.00K$116.69583.48K
2026-06-26Knudsen Jeannette LSell4.35K$115.08500.94K
2026-06-24Marshall Tucker HSell3.63K$111.05403.11K
2026-06-17SMUCKER MARK TSell13.00K$115.111.50M
2026-06-15SMUCKER MARK TSell1.23K$115.94142.49K
2026-06-15SMUCKER MARK TSell11.45K$115.941.33M
2026-06-15Penrose Jill RSell147$115.9417.04K
2026-06-15Penrose Jill RSell395$115.9445.80K
2026-06-15Penrose Jill RSell437$115.9450.67K
2026-06-15Marshall Tucker HSell203$115.9423.54K
2026-06-15Marshall Tucker HSell587$115.9468.06K
2026-06-15Marshall Tucker HSell683$115.9479.19K
2026-06-15Knudsen Jeannette LSell165$115.9419.13K
2026-06-15Knudsen Jeannette LSell1.48K$115.94171.94K
2026-06-15Ferguson Robert DSell267$115.9430.96K
2026-06-15Ferguson Robert DSell476$115.9455.19K
2026-06-15Ferguson Robert DSell516$115.9459.83K
2026-06-11Ferguson Robert DBuy8.65K——
2026-06-11Williams Katherine MarieBuy3.14K——
2026-06-11Penrose Jill RBuy5.98K——
2026-06-11Marshall Tucker HBuy9.21K——
2026-06-11Knudsen Jeannette LBuy6.80K——
2026-06-11Knudsen Jeannette LSell5.55K$116.29645.41K
2026-06-11SMUCKER MARK TBuy34.50K——
2026-04-15SINGER DAVID VOther0——
2026-04-15Chung BruceOther275——
2026-04-01Chung BruceBuy275——
2026-04-01Perry KirkBuy262——
2026-04-01AMIN TARANGBuy262——
2026-04-01Abramo MercedesBuy262——
2026-03-20Williams Katherine MarieBuy2.71K——
2026-03-20Williams Katherine MarieBuy2.00K——
2026-03-20Williams Katherine MarieBuy5.00K——
2026-03-20Penrose Jill RBuy613——
2026-03-20Marshall Tucker HBuy731——
2026-03-20Ferguson Robert DBuy2.99K——
2026-03-10SMUCKER MARK TSell231$108.9725.21K
2026-03-10SMUCKER MARK TSell231$108.8625.18K
2026-03-09Williams Katherine MarieOther0——
2026-03-02AMIN TARANGBuy880$113.4199.80K
2026-02-09Ferguson Robert DOther0——
2026-02-09Ferguson Robert DOther0——
2026-02-09Ferguson Robert DOther3.79K$123.68468.25K
2026-01-02Abramo MercedesBuy272——
2026-01-02AMIN TARANGBuy259——
2026-01-02Perry KirkBuy259——
2025-12-29SMUCKER MARK TSell1.51K——
2025-10-01Willoughby Dawn CBuy1.57K——
2025-10-01TAYLOR JODIBuy1.57K——
2025-10-01Perry KirkBuy1.57K——
2025-10-01Perry KirkBuy230——
2025-10-01JOHNSON JONATHAN E IIIBuy1.57K——
2025-10-01Henderson Jay LBuy1.57K——
2025-10-01Chapman-Hughes SusanBuy1.57K——
2025-10-01AMIN TARANGBuy1.57K——
2025-10-01AMIN TARANGBuy230——
2025-10-01Abramo MercedesBuy1.57K——
2025-10-01Abramo MercedesBuy242——
2025-09-30SMUCKER RICHARD KSell50.00K——
2025-09-30SMUCKER MARK TSell2.09K——
2025-09-30Marshall Tucker HSell11.14K$108.111.20M
2025-09-24SMUCKER MARK TSell6.50K$110.00715.00K
2025-07-01Abramo MercedesBuy255——
2025-07-01AMIN TARANGBuy243——
2025-07-01Perry KirkBuy243——
2025-06-16SMUCKER MARK TBuy22.35K——
2025-06-16SMUCKER MARK TSell10.07K$95.36960.47K
2025-06-16SMUCKER MARK TSell1.36K$95.36129.40K
2025-06-16SMUCKER MARK TSell1.25K$95.36119.20K

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 922, holders +66 vs prior quarter. Ownership 88.62%.

HolderSharesChangeChange %Value
BLACKROCK, INC.7.39M663.07K+9.86%831.37M
VANGUARD CAPITAL MANAGEMENT LLC6.79M48.66K+0.72%764.40M
STATE STREET CORP6.57M77.41K+1.19%739.49M
VANGUARD PORTFOLIO MANAGEMENT LLC4.93M55.55K+1.14%554.99M
DIMENSIONAL FUND ADVISORS LP4.59M670.66K+17.11%516.56M
GEODE CAPITAL MANAGEMENT, LLC2.91M67.73K+2.38%326.67M
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC2.79M603.84K+27.57%314.32M
CITADEL ADVISORS LLC2.69M2.50M+1342.83%302.72M
INVESCO LTD.2.35M30.90K+1.33%264.93M
GOLDMAN SACHS GROUP INC2.17M857.41K+65.09%244.65M
FMR LLC1.92M-271.62K-12.38%216.24M
MORGAN STANLEY1.88M-284.11K-13.13%211.53M
AQR CAPITAL MANAGEMENT LLC1.85M1.10M+145.66%208.10M
ARIEL INVESTMENTS, LLC1.80M-61.59K-3.31%202.37M
PROSHARE ADVISORS LLC1.70M63.54K+3.89%191.14M
RWC ASSET MANAGEMENT LLP1.56M1.56MNew174.97M
NORGES BANK1.51M1.51MNew169.97M
QUBE RESEARCH & TECHNOLOGIES LTD1.28M507.35K+65.57%144.13M
BALYASNY ASSET MANAGEMENT L.P.1.14M-29.01K-2.49%127.94M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.11M20.02K+1.84%124.84M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.1.11M1.11MNew124.84M
DEUTSCHE BANK AG\1.02M-20.79K-1.99%115.17M
TWO SIGMA INVESTMENTS, LP960.76K-685.96K-41.66%108.09M
JANE STREET GROUP, LLC952.69K764.09K+405.14%107.18M
BANK OF NEW YORK MELLON CORP916.56K60.54K+7.07%103.11M

Forecast

Consensus Buy from 19 analysts. Average price target $137.85, +9.5% versus the current price. Low $110.00. High $160.00.

Insights · Dividends · Forecast · Financials · Learn

Stocklytics home · Screener

Analysts have an average 12-month price target of $137.85 for The J. M. Smucker (SJM), 9.5% above the current price of $125.86. Of 19 analysts covering the stock, 10 rate it Buy or Strong Buy, 9 Hold, and 0 Sell or Strong Sell, giving a consensus of Buy.

Forecasts are third-party estimates and often wrong. They are not investment advice.

SJM price target

12-month price target
Low$110.00
Average$137.85
High$160.00

The average is 9.5% above the current price of $125.86.

Is The J. M. Smucker a buy or sell?

Of 19 analysts, 10 rate The J. M. Smucker Buy or Strong Buy, 9 Hold, and 0 Sell or Strong Sell. The consensus label is Buy. That split is not a recommendation.

The J. M. Smucker earnings and revenue forecast

Analyst averages on file: 2026, EPS $9.02, revenue $9.04 billion. 2027, EPS $10.83, revenue $8.96 billion.

SJM score and fair value

The Stocklytics Score for SJM is 45 out of 100. It averages value, quality, and growth against a large-cap US universe. It is not a price target and not a buy or sell rating. Fair value is a separate estimate on the fair value tab.

SJM forecast FAQs

What is the SJM price target?

$137.85 average, with a published range of $110.00 to $160.00.

Is The J. M. Smucker a buy or sell?

The consensus is Buy from 19 analysts. This is not a recommendation.

What is the The J. M. Smucker stock forecast for 2026?

Analysts' average EPS estimate for 2026 on file is $9.02. The average revenue estimate is $9.04 billion.

What will SJM be worth in 2030?

No reliable forecast exists that far out.

When is The J. M. Smucker's next earnings report?

The next earnings date is shown on the stock page when a future report is on the calendar. This forecast does not invent a date.

Capital is at risk. Stocklytics is operated by Stocklytics Inc., a Marshall Islands company. It is not regulated by the FCA and does not give investment advice.

J. M. Smucker (SJM) Stock Forecast & Price Target

SJM$125.86+0.40 +0.32%

$13.44B

Market Cap

58.34

P/E

11.62

Forward P/E

45

Score

Price History