The J. M. Smucker Company
123.31USD
-1.3500 (-1.08%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $2.55▲ | $2.51 | 5 | 6 |
| Next quarter | $2.54▼ | $2.67 | 5 | 7 |
| Current year | $10.69▲ | $9.88 | 15 | 0 |
| Next year | $9.01▲ | $8.67 | 2 | 1 |
Beat in 3 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-07-31 | $2.22 | $3.24 | +1.02 (+46.2%) |
| 2026-04-30 | $2.64 | $2.77 | +0.13 (+5.0%) |
| 2026-01-31 | $2.26 | $2.38 | +0.12 (+5.2%) |
| 2025-10-31 | $2.1 | $2.1 | -0.00 (-0.0%) |
311 ratings from 29 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Barclays | Maintained | Equal-Weight | $125 $145 | Aug 27, 2026 |
| TD Cowen | Maintained | Hold | $123 $136 | Aug 27, 2026 |
| Bernstein | Maintained | Outperform | $137 $157 | Aug 27, 2026 |
| RBC Capital | Maintained | Outperform | $135 $150 | Aug 27, 2026 |
| Wells Fargo | Maintained | Overweight | $129 $144 | Aug 27, 2026 |
| Evercore ISI Group | Maintained | Outperform | $125 $150 | Aug 27, 2026 |
| UBS | Maintained | Buy | $130 $142 | Aug 20, 2026 |
| Jefferies | Maintained | Buy | $129 $140 | Aug 19, 2026 |
| TD Cowen | Maintained | Hold | $120 $123 | Aug 19, 2026 |
| JP Morgan | Maintained | Overweight | $125 $139 | Aug 14, 2026 |
| Evercore ISI Group | Maintained | Outperform | $120 $125 | Jul 23, 2026 |
| UBS | Maintained | Buy | $121 $130 | Jun 11, 2026 |
| Barclays | Maintained | Equal-Weight | $103 $125 | Jun 11, 2026 |
| Evercore ISI Group | Maintained | Outperform | $117 $120 | Jun 10, 2026 |
| TD Cowen | Maintained | Hold | $103 $115 | Jun 10, 2026 |
| JP Morgan | Maintained | Overweight | $120 $125 | Jun 10, 2026 |
| RBC Capital | Maintained | Outperform | $130 $135 | Jun 10, 2026 |
| Wells Fargo | Maintained | Overweight | $125 $129 | Jun 10, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $106 $110 | Jun 10, 2026 |
| B of A Securities | Maintained | Buy | $130 $132 | Jun 10, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $104 $106 | Jun 5, 2026 |
| UBS | Maintained | Buy | $132 $121 | Jun 2, 2026 |
| JP Morgan | Maintained | Overweight | $130 $120 | May 19, 2026 |
| Evercore ISI Group | Initiated | Outperform | $117 | May 15, 2026 |
| Bernstein | Maintained | Outperform | $145 $134 | May 4, 2026 |
48 filings from 14 insiders · 12 buy / 8 sell over 6m
Officers and directors of SJM, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| Penrose Jill ROfficer, Chief People Officer | Tax | 1.5k | $131.42 | $192k | Sep 1, 2026 |
| Knudsen Jeannette LOfficer, Chief Legal Officer | Tax | 1.6k | $131.42 | $208k | Sep 1, 2026 |
| Ferguson Robert DOfficer, Chief Product Supply Officer | Tax | 1.1k | $131.42 | $147k | Sep 1, 2026 |
| Ferguson Robert DOfficer, Chief Product Supply Officer | Sell | 2.5k | $132.41 | $334k | Aug 31, 2026 |
| SMUCKER MARK TDirector; Officer, CEO, Chair of Board | ExerciseOption Common Shares | 84.8k | $108.90 | $9.24M | Aug 31, 2026 |
| SMUCKER MARK TDirector; Officer, CEO, Chair of Board | Sell | 84.8k | $131.39 | $11.14M | Aug 31, 2026 |
| SMUCKER MARK TDirector; Officer, CEO, Chair of Board | Exercise | 84.8k | $108.90 | $9.24M | Aug 31, 2026 |
| Marshall Tucker HOfficer, Chief Financial Officer | ExerciseOption Common Shares | 11.1k | $125.82 | $1.40M | Aug 28, 2026 |
| Marshall Tucker HOfficer, Chief Financial Officer | ExerciseOption Common Shares | 7.4k | $108.90 | $805k | Aug 28, 2026 |
| Marshall Tucker HOfficer, Chief Financial Officer | Sell | 11.1k | $131.91 | $1.46M | Aug 28, 2026 |
| Marshall Tucker HOfficer, Chief Financial Officer | Sell | 7.4k | $132.26 | $977k | Aug 28, 2026 |
| Marshall Tucker HOfficer, Chief Financial Officer | Exercise | 11.1k | $125.82 | $1.40M | Aug 28, 2026 |
| Marshall Tucker HOfficer, Chief Financial Officer | Exercise | 7.4k | $108.90 | $805k | Aug 28, 2026 |
| PENROSE JILL ROfficer | Sell | 5.0k | $116.70 | $583k | Jun 29, 2026 |
| KNUDSEN JEANNETTE LOfficer | Sell | 4.4k | $115.08 | $501k | Jun 26, 2026 |
| MARSHALL TUCKER HChief Financial Officer | Sell | 3.6k | $111.05 | $403k | Jun 24, 2026 |
| KNUDSEN JEANNETTE LOfficer | Sell | 5.5k | $116.29 | $645k | Jun 11, 2026 |
| MARSHALL TUCKER HChief Financial Officer | Grant | 9.2k | — | — | Jun 11, 2026 |
| FERGUSON ROBERT D.Officer | Grant | 8.7k | — | — | Jun 11, 2026 |
| WILLIAMS KATHERINE MARIEOfficer | Grant | 3.1k | — | — | Jun 11, 2026 |
No analyst notes on SJM yet.
Analyst Ratings
16 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 3 | 7 | 9 | 0 | 0 | Buy2.32 |
| 1 mo ago | 3 | 7 | 9 | 0 | 0 | Buy2.32 |
| 2 mo ago | 3 | 7 | 10 | 0 | 0 | Buy2.35 |