William Blair Comments on JM Smucker’s Q2 2025 Earnings (NYSE:SJM)

VaselineSeptember 2, 2024

0 4 minutes read

JM Smucker Company (NYSE:SJM – Free Report ) – Equities research analysts at William Blair reduced their Q2 2025 earnings per share (EPS) estimates for shares of JM Smucker in a research note issued to investors on Thursday, 29 August. William Blair analyst J. Andersen now anticipates that the company will post earnings of $2.52 per share for the quarter, down from their prior estimate of $2.65. The consensus estimate for JM Smucker’s current full-year earnings is $9.84 per share. William Blair also issued estimates for JM Smucker’s Q3 2025 earnings at $2.46 EPS, Q4 2025 earnings at $2.44 EPS, 2025 earnings at $9.85 EPS and 2026 earnings at $10. $70 EPS.

JM Smucker (NYSE:SJM – Get Free Report ) last announced its earnings results on Wednesday, August 28th. The company reported $2.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.17 by $0.27. The company had revenue of $2.13 billion for the quarter, compared to analysts’ expectations of $2.13 billion. JM Smucker had a return on equity of 14.22% and a net margin of 8.77%. JM Smucker’s quarterly revenue was up 17.7% on a year-over-year basis. In the same quarter last year, the company earned $2.21 per share.

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SJM has been the subject of several other reports. Wells Fargo & Company cut their price target on shares of JM Smucker from $140.00 to $130.00 and set an “overweight” rating on the stock in a report on Thursday. DA Davidson reiterated a “neutral” rating and issued a $121.00 target price on shares of JM Smucker in a research note on Thursday. Barclays cut their price target on JM Smucker from $123.00 to $121.00 and set an “equal weight” rating for the company in a research report on Friday. TD Cowen cut their price objective on JM Smucker from $135.00 to $132.00 and set a “buy” rating on the stock in a research report on Thursday. Finally, StockNews.com raised JM Smucker from a “sell” rating to a “hold” rating in a research report on Thursday. Eight analysts have rated the stock with a hold rating and five have issued a buy rating to the company. The stock currently has an average rating of “Hold” and a consensus price target of $127.25, based on data from MarketBeat.

Check out our latest research report on JM Smucker

JM Smucker Stock Performance

NYSE SJM opened at $114.68 on Monday. The company has a fifty day moving average price of $116.04 and a 200 day moving average price of $116.55. The firm has a market cap of $12.20 billion, a price-to-earnings ratio of 16.11, a PEG ratio of 2.32 and a beta of 0.25. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.55, and a quick ratio of 0.25. JM Smucker has a 1 year low of $105.69 and a 1 year high of $146.29.

JM Smucker Raises Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 3rd. Stockholders of record on Friday, August 16th will be paid a dividend of $1.08 per share. This represents a dividend of $4.32 on an annualized basis and a yield of 3.77%. The ex-dividend date is Friday, August 16. This is a positive change from JM Smucker’s previous quarterly dividend of $1.06. JM Smucker’s dividend payout ratio (DPR) is currently 60.67%.

Insider trading at JM Smucker

In other JM Smucker news, CEO Mark T. Smucker sold 10,000 shares of the stock in a transaction on Friday, June 21st. The shares were sold at an average price of $110.16, for a total transaction of $1,101,600.00. Following the sale, the chief executive officer now owns 78,757 shares in the company, valued at $8,675,871.12. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Corporate insiders own 3.40% of the company’s shares.

Institutional investors are weighing in on JM Smucker

A number of institutional investors and hedge funds have recently modified their holdings of SJM. Vanguard Group Inc. raised its stake in JM Smucker by 4.0% during the fourth quarter. Vanguard Group Inc. now owns 13,471,395 shares of the company’s stock worth $1,702,515,000 after buying an additional 518,433 shares in the last quarter. Boston Partners bought a new position in shares of JM Smucker in the first quarter valued at about $364,990,000. Dimensional Fund Advisors LP boosted its holdings in JM Smucker by 8.2% in the second quarter. Dimensional Fund Advisors LP now owns 1,783,183 shares of the company’s stock worth $194,435,000 after purchasing an additional 135,158 shares in the last quarter. ProShare Advisors LLC boosted its holdings in JM Smucker by 14.4% in the second quarter. ProShare Advisors LLC now owns 1,526,074 shares of the company’s stock worth $166,403,000 after buying an additional 192,075 shares in the last quarter. Finally, Champlain Investment Partners LLC raised its stake in shares of JM Smucker by 29.0% in the first quarter. Champlain Investment Partners LLC now owns 1,457,995 shares of the company’s stock valued at $183,518,000 after purchasing an additional 327,680 shares in the last quarter. 81.66% of the shares are held by hedge funds and other institutional investors.

About JM Smucker

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The JM Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in three segments: US Retail Pet Foods, US Retail Coffee and US Retail Consumer Foods. The company offers roasted, ground, single serve and premium coffee; peanut butter and specialty spreads; fruit spreads, toppings and syrups; jelly products; mixed nut products; shortening and oils; Frozen sandwiches and snacks; pet food and pet snacks; and hot beverages for foodservice, portion control for foodservice and flour products, as well as dog and cat food, portable frozen products, juices and beverages, and baking mixes and ingredients.