J. M. Smucker Shares: Expert Predictions and Evaluations

Overview of The J. M. Smucker Company

The J. M. Smucker Company, based in Orrville, Ohio, stands as a prominent U.S. producer of well-known food and beverage brands. With a market capitalization of $11.8 billion, Smucker has expanded far beyond its beginnings in apple butter, now offering a wide array of consumer products. The company’s operations are organized into four main divisions: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, and Sweet Baked Snacks.

Stock Performance Insights

Over the past year, Smucker’s stock has lagged behind the broader market. While SJM shares have climbed 5.1%, the S&P 500 Index ($SPX) has advanced by nearly 11.8%. Notably, in 2026, SJM’s stock jumped 13%, outpacing the SPX, which saw a slight year-to-date decline.

Dividend Announcement

On January 16, J.M. Smucker declared a dividend of $1.10 per common share, scheduled for payment on March 2, 2026, to shareholders on record as of February 13, 2026. Following this announcement, SJM shares gained 1.1% in the subsequent trading session.

Analyst Expectations and Earnings History

For the fiscal year ending April 2026, analysts project SJM’s diluted earnings per share will decrease by 99.1% to $9.02. The company’s recent earnings results have been mixed, surpassing analyst forecasts in two of the last four quarters and falling short in the other two.

Analyst Ratings

Among 18 analysts tracking SJM, the consensus rating is “Moderate Buy.” This includes five “Strong Buy” recommendations, two “Moderate Buys,” and eleven “Hold” ratings.

Recent Analyst Actions

On January 16, Morgan Stanley lowered its rating on J.M. Smucker from “Overweight” to “Equalweight” and reduced its price target from $115 to $105, bringing it closer to the current trading price. This adjustment followed a period of strong performance relative to similar companies and reflected concerns about rising competition and pressure on profit margins. The bank noted that much of Smucker’s anticipated organic sales growth is already reflected in the stock price.

Price Targets

The average analyst price target for SJM is $116, representing a 4.9% premium over current levels. The highest target, at $130, suggests a potential upside of 17.6%.