JM SMUCKER CO/THE (SJM) Forecast, Price Target & Analyst Ratings

NYSE:SJMUS8326964058

Current stock price

106.08 USD
+0.08 (+0.08%)
At close:
106.08 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for JM SMUCKER CO/THE (SJM).

Forecast Snapshot

Consensus Price Target

Price Target
$118.08
+ 11.31% Upside

Next Earnings Forecast

Earnings Estimate
Release Date
Jun 8, 2026
Period
Q4 / 2026
EPS Estimate
$2.69
Revenue Estimate
2.293B

ChartMill Buy Consensus

Rating
72.17%
Weighted Analyst Rating Score

Price Target Details & History

Consensus Price Target and Range

Mean target
$118.08
Upside
+ 11.31%
From current price of $106.08 to mean target of $118.08, Based on 23 analyst forecasts
Low
$106.05
Median
$114.75
High
$136.50

Price Target Revisions

1 Month
0.65%
3 Months
-0.34%

Price Target Summary

23 Wall Street analysts provided a forecast for the next 12 months for SJM. The average price target is 118.08 USD. This implies a price increase of 11.31% is expected in the next year compared to the current price of 106.08.
The average price target has been revised downward by 0.34% in the past 3 months.

Analyst Ratings & History

Current Analyst Ratings

SJM Current Analyst RatingSJM Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8 10

Analyst Ratings History

SJM Historical Analyst RatingsSJM Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15 20

Analyst Ratings Consensus

ChartMill Buy Consensus
72.17%
SJM was analyzed by 23 analysts. The buy percentage consensus is at 72. So analysts seem to be have mildly positive about SJM.
In the previous month the buy percentage consensus was at a similar level.
SJM was analyzed by 23 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-11BernsteinUpgrade Market Perform -> Outperform
2026-03-02BarclaysMaintains Equal-Weight -> Equal-Weight
2026-02-27BernsteinMaintains Market Perform -> Market Perform
2026-02-27Wells FargoMaintains Overweight -> Overweight
2026-02-23JP MorganMaintains Overweight -> Overweight
2026-02-20TD CowenMaintains Hold -> Hold
2026-01-16Morgan StanleyDowngrade Overweight -> Equal-Weight
2026-01-08TD CowenMaintains Hold -> Hold
2025-11-26BernsteinMaintains Market Perform -> Market Perform
2025-11-26UBSMaintains Buy -> Buy
2025-11-26StifelMaintains Hold -> Hold
2025-11-26JP MorganMaintains Overweight -> Overweight
2025-11-26Morgan StanleyMaintains Overweight -> Overweight
2025-10-24StifelMaintains Hold -> Hold
2025-09-12Argus ResearchDowngrade Buy -> Hold
2025-08-29BarclaysMaintains Equal-Weight -> Equal-Weight
2025-08-28DA DavidsonMaintains Neutral -> Neutral
2025-08-28UBSMaintains Buy -> Buy
2025-08-28JP MorganMaintains Overweight -> Overweight
2025-08-28B of A SecuritiesMaintains Neutral -> Neutral
2025-08-20UBSMaintains Buy -> Buy
2025-08-20JP MorganUpgrade Neutral -> Overweight
2025-08-19B of A SecuritiesMaintains Neutral -> Neutral
2025-08-18Wells FargoMaintains Overweight -> Overweight
2025-08-18Morgan StanleyMaintains Overweight -> Overweight

Next Earnings Forecast Details

Next Earnings Details

Release Date
Jun 8, 2026
Period
Q4 / 2026
EPS Estimate
$2.69
Revenue Estimate
2.293B
Revenue Q2Q
6.96%
EPS Q2Q
16.38%
Number of Analysts
17

Next Earnings Revisions

Revenue (1 Month)
-1.33%
Revenue (3 Months)
-1.37%
EPS (1 Month)
-1.84%
EPS (3 Months)
-1.96%

Next Earnings Summary

SJM is expected to report earnings on 6/8/2026. The consensus EPS estimate for the next earnings is 2.69 USD and the consensus revenue estimate is 2.29B USD.
The next earnings revenue estimate has been revised downward by 1.37% in the past 3 months.

Full Analyst Estimates

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
SJM revenue by date.SJM revenue by date.
8.529B
6.63%
8.179B
-4.11%
8.726B
6.69%
9.146B
4.81%
9.289B
1.56%
9.465B
1.89%
9.676B
2.23%
9.865B
1.95%
EBITDA
YoY % growth
SJM ebitda by date.SJM ebitda by date.
1.618B
-1.41%
1.883B
16.35%
2.166B
15.06%
2.027B
-6.42%
2.142B
5.67%
2.201B
2.75%
2.205B
0.18%
2.23B
1.13%
EBIT
YoY % growth
SJM ebit by date.SJM ebit by date.
1.187B
0.41%
1.452B
22.30%
1.664B
14.59%
1.649B
-0.88%
1.748B
6.00%
1.828B
4.58%
1.957B
7.06%
1.925B
-1.64%
Operating Margin
SJM operating margin by date.SJM operating margin by date.
13.92%17.75%19.06%18.03%18.82%19.31%20.23%19.51%
EPS
YoY % growth
SJM eps by date.SJM eps by date.
8.92
0.34%
9.94
11.43%
10.12
1.81%
9.13
-9.77%
10.11
10.68%
10.88
7.70%
11.23
3.16%
10.98
-2.17%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27 Q1 / 28 Q2 / 28 Q3 / 28 Q4 / 28
EPS
Q2Q % growth
2.69
16.38%
2.22
16.93%
2.51
19.45%
2.60
9.24%
2.76
2.82%
2.43
9.57%
2.76
10.13%
2.75
5.80%
2.88
4.27%
Revenue
Q2Q % growth
2.293B
6.96%
2.204B
4.29%
2.399B
2.96%
2.353B
0.58%
2.354B
2.66%
2.249B
2.04%
2.444B
1.88%
2.396B
1.83%
2.401B
2.00%
EBITDA
Q2Q % growth
550.49M
-37.99%
492.73M
143.68%
525.2M
-27.62%
556.19M
-35.57%
559.24M
1.59%
503.64M
2.21%
542.68M
3.33%
567.94M
2.11%
568.94M
1.73%
EBIT
Q2Q % growth
461.01M
19.65%
405.11M
504.64%
437.74M
-2.09%
456.69M
3.65%
478.19M
3.73%
425.67M
5.08%
466.88M
6.66%
464.53M
1.72%
488.33M
2.12%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

SJM Yearly Revenue VS EstimatesSJM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2B 4B 6B 8B
SJM Yearly EPS VS EstimatesSJM Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6 8 10

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
2.46%
EPS Next 5 Year
1.65%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
2.24%
Revenue Next 5 Year
2.18%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
6.64%
EBIT Next 5 Year
4.20%

JM SMUCKER CO/THE / SJM Forecast FAQ

What is the price target for SJM stock?

23 analysts have analysed SJM and the average price target is 118.08 USD. This implies a price increase of 11.31% is expected in the next year compared to the current price of 106.08.

What is the next earnings date for SJM stock?

JM SMUCKER CO/THE (SJM) will report earnings on 2026-06-08, after the market close.

What are the consensus estimates for JM SMUCKER CO/THE (SJM) next earnings?

The consensus EPS estimate for the next earnings of JM SMUCKER CO/THE (SJM) is 2.69 USD and the consensus revenue estimate is 2.29B USD.

What is the consensus rating for JM SMUCKER CO/THE (SJM) stock?

The consensus rating for JM SMUCKER CO/THE (SJM) is 72.1739 / 100 . This indicates that analysts generally have a positive outlook on the stock.