J. M. Smucker (SJM) Faces Sharp Decline After Weak Guidance

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Jun 15, 2025
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Key Takeaways:

  • JM Smucker Co (SJM, Financial) shares dipped 13.7% due to underwhelming guidance and external market pressures.
  • Analyst consensus suggests a moderate potential upside of 18.34% from the current stock price.
  • GuruFocus' GF Value projects a 39.13% potential increase in stock value over the next year.

Market Reaction to JM Smucker's Guidance

The J. M. Smucker Company (NYSE: SJM) experienced a significant stock price decline of 13.7% this week, a direct result of its recently released guidance falling short of analyst projections. The company's challenges are multifaceted, involving tariffs, reduced profitability in its Speciality Brands Segment (SBS), heightened marketing expenditures, and anticipated difficulties within the coffee market.

Analyst Price Targets and Recommendations

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Wall Street analysts have provided a spectrum of one-year price targets for JM Smucker Co (SJM, Financial), with an average target of $113.28. These targets span a high estimate of $127.44 to a low of $94.00. Given the current trading price of $95.72, these projections suggest a potential upside of 18.34%. For more comprehensive data, visit the JM Smucker Co (SJM) Forecast page.

The consensus recommendation from 20 brokerage firms rates JM Smucker Co (SJM, Financial) at 2.6, which falls into the "Hold" category. This rating scale ranges from 1 ("Strong Buy") to 5 ("Sell"), indicating a cautious approach from the analyst community.

Assessing the GF Value of JM Smucker

According to GuruFocus estimates, the anticipated GF Value for JM Smucker Co (SJM, Financial) over the next year is projected at $133.18. This suggests a notable upside of 39.13% from its current price of $95.72. The GF Value represents GuruFocus' calculation of the stock's fair market value, derived from historical trading multiples, past business growth, and future performance forecasts. For additional insights, please refer to the JM Smucker Co (SJM) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.