J.M. Smucker stock gained 1.07 percent as guidance rose

Published on 10/04/2026 at 20:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

J.M. Smucker stock posted fiscal Q1 adjusted EPS of USD 3.24, up 71 percent year over year. Fiscal 2027 EPS guidance now stands at USD 10.50-11.00.

3D-Render einer modernen Bürozentrale mit Glasfassade und Wasserbecken — Modernes Architektur-Rendering einer Firmenzentrale repräsentiert Smucker (J.M.) Co., ISIN US8326964058, als führendes Nahrungsmittelunternehmen weltweit, Illustration mit AI erstellt.

J.M. Smucker (ISIN US8326964058) was last at USD 117.19 on the NYSE on October 2, 2026, with a daily gain of 1.07 percent. The earnings catalyst is fiscal Q1 2027, when adjusted earnings per share reached USD 3.24, up 71 percent year over year, according to Zacks on September 25, 2026.

Guidance rises after earnings beat

J.M. Smucker generated fiscal Q1 2027 net sales of USD 2,219.3 million, an increase of 5 percent from the prior-year quarter. The result exceeded the Zacks consensus estimate of USD 2,105 million, while adjusted EPS topped the USD 2.21 estimate.

Zacks also reported adjusted gross profit of USD 950.2 million and an adjusted gross margin of 42.8 percent for fiscal Q1 2027. Excluding USD 115 million in tariff refunds, the margin still improved by 2.4 percentage points year over year.

Fiscal 2027 targets reset

Management raised fiscal 2027 adjusted EPS guidance to USD 10.50-11.00 from USD 9.75-10.25, according to Zacks. The new sales outlook calls for a decline of 1 percent to 2 percent, compared with the previous forecast for a decline of 3 percent to 4 percent.

The earnings quality is mixed across the portfolio. Coffee sales rose 13 percent to USD 807.8 million, while Sweet Baked Snacks sales fell 7 percent to USD 236.5 million in fiscal Q1 2027, according to Zacks. That split leaves coffee pricing and snack demand as important variables for the rest of the fiscal year.

Analysts see room above USD 117.19

The analyst consensus is Moderate Buy, based on 10 buy ratings and seven holds, with an average 12-month price target of USD 136.25, according to MarketBeat on September 19, 2026. The high target is USD 157.00 and the low target is USD 110.00, with 17 analysts represented in the published consensus.

Stock remains below its yearly high

J.M. Smucker's USD 117.19 last price sits within a 52-week range of USD 88.25 to USD 135.89 on October 2, 2026. Trading volume was 1,139,847 shares and market capitalization was USD 12.5 billion on the same date.