Orrville, Ohio-based The J. M. Smucker Company (SJM) manufactures and markets branded food and beverage products. Valued at $10.6 billion by market cap, the company's principal products include peanut butter, shortening and oils, fruit spreads, canned milk, baking mixes and ready-to-spread frostings, flour and baking ingredients, juices and beverages, and more. Companies worth $10 billion or more are generally described as “large-cap stocks,” and SJM perfectly fits that description, with its market cap e ...

The J. M. Smucker Company (NYSE:SJM) is included among the 15 Dividend Stocks to Buy for Steady Income. TD Cowen Lowers Smucker (SJM) Target, Reflects Broader Food Sector Pressure On March 19, TD Cowen lowered its price recommendation on The J. M. Smucker Company (NYSE:SJM) to $113 from $124. It reiterated a Hold rating on the shares. The firm also reduced its FY26 and FY27 EPS estimates in line with consensus and adjusted the price target to reflect lower valuations across the food sector. During the ...

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We recently compiled a list of the 12 Top Performing Consumer Staples Stocks in February. The J.M. Smucker Company (NYSE:SJM) is one of the best performing stocks on this list. TheFly reported on February 27 that Deutsche Bank increased its price target for SJM to $117 from $112 while retaining a Hold rating on the stock. The J.M. Smucker Company (NYSE:SJM) announced its results for the third quarter of fiscal 2026, which concluded on January 31, 2026, on February 26. With all comparisons made against t ...

Core Viewpoint - The J. M. Smucker Company (NYSE:SJM) is recognized as one of the top dividend stocks to consider for investment, with recent upgrades indicating positive market sentiment towards the company [1][2]. Group 1: Analyst Upgrades and Price Target - Bernstein upgraded The J. M. Smucker Company from Market Perform to Outperform, raising the price target from $121 to $145, citing deflation in green coffee costs and the involvement of activist investor Elliott Management as key factors for the upgrade [2]. - The price of green coffee has significantly decreased, dropping from over $4 per pound in 2025 to below $3, which is expected to positively impact Smucker's profitability [2]. Group 2: Engagement with Elliott Management - During the Q4 2025 earnings call, the company’s CEO, Mark Smucker, mentioned constructive discussions with Elliott Investment Management, indicating a recognition of the company's strong brand and solid fundamentals [3]. - The conversations with Elliott Management highlighted alignment on priorities such as improving operations, restoring profitability, driving organic growth, and evolving the board [4]. Group 3: Company Overview - The J. M. Smucker Company manufactures and markets a variety of branded food and beverage products globally, primarily through retail outlets in North America [5].

Core Insights - The J. M. Smucker Company (NYSE:SJM) is recognized as one of the 13 Undervalued Dividend Aristocrats to consider for investment [1] - Barclays analyst Andrew Lazar raised the price target for SJM from $105 to $125, indicating an upside potential of over 15% from the current share price while maintaining an 'Equal Weight' rating [2] - SJM reported better-than-expected Q3 2026 results, with operating cash flow of $558.5 million, up from $239.4 million year-over-year, and free cash flow increasing by 222% YoY to $487 million [3] - The company updated its full-year 2026 outlook, expecting net sales growth of 3.5% to 4.0%, down from a previous estimate of 3.5% to 4.5%, while adjusted earnings guidance remains unchanged at $8.75 – $9.25 [4] - SJM offers a robust annual dividend yield of 4.06%, placing it among the 14 Value Stocks to Buy with High Dividend Yields [4] Financial Performance - Q3 2026 results exceeded expectations in both earnings and revenue [3] - Operating cash flow for the quarter was $558.5 million, significantly higher than the $239.4 million reported in the same period last year [3] - Free cash flow saw a substantial increase of 222% year-over-year, reaching $487 million [3] Outlook - The company revised its full-year 2026 net sales growth forecast to 3.5% to 4.0%, a slight decrease from the previous guidance [4] - Adjusted earnings expectations for the year remain stable at $8.75 – $9.25 [4]

Core Viewpoint - The article summarizes significant research calls from Wall Street, highlighting upgrades for various companies based on recent performance and market conditions [1] Group 1: Company Upgrades - JPMorgan upgraded Oracle (ORCL) to Overweight from Neutral with a price target of $210, down from $230, citing a 55% decline in shares since mid-September and Oracle's growth acceleration [2] - Barclays upgraded Nike (NKE) to Overweight from Equal Weight with a price target of $73, up from $64, based on Nike's operational progress and management's disciplined actions [2] - Bernstein upgraded J.M. Smucker (SJM) to Outperform from Market Perform with a price target of $145, up from $121, due to continued deflation in green coffee costs and the involvement of activist Elliott Management [2] - Citi upgraded Intuitive Surgical (ISRG) to Buy from Neutral with an unchanged price target of $590, believing that fundamentals in the U.S. medical technology sector remain healthy despite recent volatility [2] - Nomura upgraded Nio (NIO) to Buy from Neutral with a price target of $6.60, noting improvements in Nio's business and financial perspective over the past two quarters [2]

Core Viewpoint - The J. M. Smucker Company (NYSE:SJM) is experiencing positive stock performance and analyst upgrades, despite cautious fiscal commentary for 2026 [2]. Group 1: Stock Performance - Shares of The J. M. Smucker Company are up by 6% over the past year and by 20% year-to-date [2]. - JPMorgan raised the share price target to $122 from $121, maintaining an Overweight rating [2]. - TD Cowen increased the target price to $112 from $105, keeping a Hold rating, citing cautious fiscal 2026 commentary [2]. Group 2: Financial Results - The company reported $2.34 billion in revenue and $2.38 in adjusted earnings per share, surpassing analyst estimates of $2.33 billion and $2.26 respectively [2]. Group 3: Market Influences - Jim Cramer highlighted the impact of weight loss drugs on food company sales, mentioning the role of activist Elliott Management in supporting The J. M. Smucker Company [4].

Core Viewpoint - The J.M. Smucker Company is set to discuss its fiscal 2026 third quarter earnings, with a focus on business strategy and financial results [1][2]. Group 1: Earnings Call Overview - The earnings call will feature remarks from Crystal Beiting, Vice President of Investor Relations and FP&A, followed by updates from Mark Smucker, CEO, and Tucker Marshall, CFO [1]. - A live question-and-answer session is scheduled for 9:00 a.m. Eastern Time, allowing stakeholders to engage with management regarding the quarterly results and fiscal outlook [3]. Group 2: Financial Reporting - The company will provide a detailed analysis of its financial results and an updated outlook for fiscal 2026 during the earnings call [1]. - Non-GAAP financial measures will be referenced, which management uses for internal performance evaluation [2].

Core Viewpoint - The J. M. Smucker Company (NYSE:SJM) is recognized as a value stock with high dividend yields and is experiencing positive engagement from activist investor Elliott Investment Management, which is expected to enhance corporate governance and operational execution [1][2]. Group 1: Company Engagement and Governance - TD Cowen raised its price target for Smucker from $112 to $124, maintaining a Hold rating, reflecting optimism about Elliott's involvement [2]. - CEO Mark Smucker indicated that discussions with Elliott have been constructive, with both parties agreeing on the company's fundamental strength and the importance of its established brand portfolio [3]. - There is alignment on key priorities such as improving operations, restoring profitability, driving organic growth, and maintaining disciplined capital allocation [4]. Group 2: Operational Focus and Strategic Outlook - The company is focused on evolving its Board, with recent appointments aimed at enhancing governance [4]. - Stabilizing the Hostess and Sweet Baked Snacks segments is a key focus, with efforts to simplify the product lineup and concentrate on core products like cupcakes, Twinkies, and Donettes [4]. - Smucker updated its long-term growth outlook to a 2% trajectory, emphasizing the immediate priority of stabilizing the business [4].