SJM

SJM Earnings Preview

The J. M. Smucker Company · Consumer Defensive · $11B

8d until earnings

SJM Earnings

Tuesday, Jun 09 2026
EPS Estimate
$2.64
$2.58 – $2.76
Revenue Estimate
$2.3B
Current Price
$103.20

Our Position

neutral

JPMorgan cuts SJM target to $120

est. revisions stable (+0.1pp / 30d)

The target cut and lowered sales expectations highlight cautious sentiment despite growth prospects from coffee segment recovery and operational improvements.

Watch: Fiscal Q4 2026 earnings report on June 9 will clarify margin trends, cost pressures, and dividend outlook amid consumer challenges.

Data Signal Summary

1 bullish
1 bearish
Analysts: bullish Insider selling

Key Context

Analyst Consensus
bullish
Insider Activity
selling
Price Trend
mixed
1-Month Return
+6.6%
From 52w High
-1.0%
Est. Revisions (30d)
-0.2% 2up/3dn
Analyst Target (mean)
$116 $95–$134 +12%
Options P/C Ratio
0.73
Est. Dispersion
7% 15 analysts

Recent Activity

analyst ratings 3 ratings
JP Morgan Overweight 12d ago
Evercore ISI Group ·init Outperform 16d ago
Bernstein Outperform 27d ago