Core Insights - The J. M. Smucker Company (SJM) is a leading manufacturer of branded food and beverage products, with a market cap of $11.6 billion [1] - SJM's stock has underperformed compared to the broader S&P 500 Index, declining 3.3% in 2025 while the S&P 500 rose 13.4% [2] - Despite its underperformance against the S&P 500, SJM has outperformed the First Trust Nasdaq Food & Beverage ETF, which declined 10.8% over the past year [3] Financial Performance - In Q1, SJM reported an adjusted EPS of $1.90, missing Wall Street expectations of $1.95, and revenue of $2.11 billion, below forecasts of $2.13 billion [4] - For the fiscal year ending in April 2026, analysts expect SJM's EPS to fall 99% to $9.13 on a diluted basis [5] - SJM has a mixed earnings surprise history, beating estimates in three of the last four quarters [5] Analyst Ratings - Among 18 analysts covering SJM, the consensus rating is a "Moderate Buy," with five "Strong Buy," three "Moderate Buy," and ten "Holds" [5] - Bank of America analyst maintained a "Hold" rating with a price target of $118, suggesting a potential upside of 10.8% [6] - The mean price target of $119.19 indicates an 11.9% premium to current price levels, while the highest target of $135 suggests a potential upside of 26.7% [6]

Core Insights - The J. M. Smucker Company (SJM) is a leading consumer packaged goods company based in Orrville, Ohio, with a market cap of $11.2 billion, producing a variety of food and beverage products [1] Financial Performance - Analysts expect SJM to report a diluted profit of $1.78 per share for the fiscal second quarter of 2026, representing a 23.6% decline from $2.76 per share in the same quarter last year [2] - For the full fiscal year, SJM is projected to report an EPS of $9.13, down 9.8% from $10.12 in fiscal 2025, but is expected to rebound with a 9.5% increase to $10 in fiscal 2027 [3] Stock Performance - SJM stock has underperformed the S&P 500 Index, which gained 18.4% over the past 52 weeks, with SJM shares declining by 9.7% during the same period [4] - Following the Q1 results announcement, SJM shares closed down more than 4%, with adjusted EPS of $1.90 falling short of Wall Street's expectations of $1.95, and revenue of $2.11 billion missing forecasts of $2.13 billion [5] Analyst Ratings - The consensus opinion on SJM stock is moderately bullish, with a "Moderate Buy" rating overall; out of 18 analysts, five recommend a "Strong Buy," three suggest a "Moderate Buy," and ten give a "Hold" rating [6] - The average analyst price target for SJM is $119.19, indicating a potential upside of 13.8% from current levels [6]