J.M. Smucker stock raises fiscal 2027 profit guidance

Published on 10/05/2026 at 23:07 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

J.M. Smucker stock carries fiscal 2027 adjusted EPS guidance of USD 10.50-11.00 after Q1 revenue reached USD 2.22 billion. Analysts cite USD 136.25.

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J.M. Smucker stock (ISIN US8326964058) was last at USD 116.23 on the NYSE on October 5, 2026, down 0.82 percent from the prior close. The company entered fiscal 2027 with adjusted first-quarter EPS of USD 3.24 and raised its full-year profit outlook.

Guidance moves above prior range

According to Zacks on October 5, 2026, Smucker lifted fiscal 2027 adjusted EPS guidance to USD 10.50-11.00 from USD 9.75-10.25. The midpoint increased from USD 10.00 to USD 10.75, a USD 0.75 improvement.

The same Zacks report said the sales outlook improved to a decline of 1 percent to 2 percent from a previous decline of 3 percent to 4 percent. Fiscal 2027 free cash flow guidance also increased to USD 1.1 billion from USD 1.0 billion.

Q1 earnings beat estimates

For the first quarter of fiscal 2027, adjusted EPS of USD 3.24 exceeded the USD 2.21 consensus estimate by USD 1.03, while net sales rose 5 percent year over year to USD 2.22 billion, according to Zacks. Tariff refunds contributed USD 0.84 per share to adjusted earnings, making the underlying operating trend an important test for the rest of the year.

Smucker also received USD 115 million in tariff refunds during the quarter, while management said Uncrustables growth was expected to reach the high single digits for the full year. Coffee volumes were expected to decline in the low single digits amid commodity volatility, creating a counterweight to the improved profit guidance.

Analysts see higher value

MarketBeat lists a Moderate Buy consensus based on 17 analysts, with an average price target of USD 136.25, a high target of USD 157.00 and a low target of USD 110.00. The average target lies 17.2 percent above the October 5 price of USD 116.23.

The valuation case therefore depends on whether higher adjusted earnings and cash flow can offset softer sales and coffee-related volume pressure. The next earnings report is listed for December 1, 2026, by Investing.com.

Stock remains below yearly high

J.M. Smucker stock was last at USD 116.23 on the NYSE on October 5, 2026 at 4:00 p.m. ET, with a 52-week range of USD 88.25 to USD 135.89 and a market capitalization of USD 12.4 billion.