The J. M. Smucker Company (SJM) shares fell 0.9% to $122.64 as of September 18, 2026, a slight decline from the prior close of $123.75. BestStocks flagged the session as a major change for SJM. No single company-specific catalyst was confirmed during the move window. Below, we break down what changed for SJM, why it matters for investors, how the stock reacted, and the catalysts on the calendar.
What happened
SJM fell 0.9% to $122.64
SJM fell 0.9% in its latest session, moving from $123.75 to $122.64.
Weak confidence
Rel. volume
0.3×
Below Avg
Vs peers
—
No comparable peers
Market cap
$13.1B
New York Stock Exchange
Analyst target
$137
+11.9% vs price
Price chart
Aug 18 – Sep 18
E earnings
F filing
A analyst
V/N other
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Change events — click to jump to details
What it means for The J. M. Smucker Company investors
For The J. M. Smucker Company investors, the recent signals are mixed, leaving the near-term picture neutral / mixed. On the constructive side: The J. M. Smucker Company (SJM) moved +0.30% from $131.94 to $132.34 on 2026-08-28; Positive price momentum. Weighing against that: Negative session, down 0.9%; SJM moved -3.97% from $116.28 to $111.66 on 2026-07-06. Wall Street's consensus price target sits at $137.29, implying +11.9% upside from $122.64. BestStocks rates the overall signal quality weak (22/100). With earnings roughly 67 days out, the next report is the most likely near-term test of the move.
SJM price reaction
SJM last traded at $122.64, down $1.11 (-0.90%) from the previous close of $123.75. The session traded on 0.3× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $118.50 and $132.34, and it currently sits about 30% of the way up that band.
Bullish and bearish analyst opinions on The J. M. Smucker Company (SJM)
The consensus analyst price target on The J. M. Smucker Company (SJM) is $137.29, 11.9% above the recent $122.64. Over the past 90 days analysts logged 0 upgrades, 11 maintains, and 0 downgrades. Here is how the bullish and bearish cases on SJM line up.
▲ The bullish case
+Wall Street's consensus price target of $137.29 implies +11.9% upside from $122.64.
+The Street's most bullish target is $157.00 (+28.0%).
+The J. M. Smucker Company (SJM) moved +0.30% from $131.94 to $132.34 on 2026-08-28.
+Positive price momentum.
▼ The bearish case
−The most bearish analyst target is $110.00 (-10.3%).
−Negative session, down 0.9%.
−SJM moved -3.97% from $116.28 to $111.66 on 2026-07-06.
Bull vs bear balanceNeutral / Mixed
BearishNeutralBullish
Weighing both sides, BestStocks' composite read of recent signals is roughly balanced, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.
Analyst price targets and ratings are FMP consensus figures as of Sep 18, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.
J. M. Smucker reported stronger-than-expected fiscal Q1 earnings and raised full-year guidance, driving the +2.01% intraday gain to $133.53. Net sales rose 5% YoY to $2.22B (vs. $2.13B consensus), adjusted EPS hit $3.24 (vs. $2.22 expected), and management lifted full-year adjusted EPS guidance to $10.50–$11.00 from $9.75–$10.25, with improved net sales outlook of −1% to −2% decline versus prior −3% to −4% forecast (Yahoo Finance).
J.M. Smucker reported fiscal Q1 earnings of $3.24 per share, beating consensus of $2.21, with net sales rising 5% year-over-year to $2.22 billion versus expected $2.12–$2.13 billion (Zacks). The company raised full-year fiscal 2027 adjusted EPS guidance to $10.50–$11.00 from prior outlook, above the ~$10.05 consensus. Strong coffee segment revenue growth of 13% driven by pricing, combined with Uncrustables demand and tariff refunds, fueled the outperformance. SJM jumped +5.03% to $131.75.
News2026-08-26+4.3%
The J. M. Smucker Company (SJM) moved −1.59% to $130.90 on August 26, 2026, after reporting fiscal Q1 adjusted EPS of $3.24, beating the consensus estimate of $2.21 by 47%. Net sales rose 5% year-over-year to $2.22 billion, exceeding the $2.12–$2.13 billion range, driven by 13% retail coffee revenue growth and strong Uncrustables demand. Management raised full-year fiscal 2027 adjusted EPS guidance to $10.50–$11.00 from a prior estimate of ~$10.05. The earnings figure included a tariff refund benefit.
Material / Earnings2026-07-29+2.7%
The J. M. Smucker Company (SJM) moved +2.06% from $123.80 to $126.35 on 2026-07-29, reaching a new 30-day high. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. Volume remained near its 5-day average.
Material / Earnings2026-07-28+1.6%
The J. M. Smucker Company (SJM) moved -0.18% from $123.26 to $123.04 on 2026-07-28. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found. The stock reached a new 30-day high on the day, with volume near its 5-day average.
Material / Earnings2026-07-27+2.3%
The J. M. Smucker Company (SJM) moved +2.08% from $118.58 to $121.05 on 2026-07-27, reaching a new 30-day high. We checked news, earnings announcements, analyst updates, SEC filings, and corporate actions — no company-specific catalyst was found.
Material / Earnings2026-07-24+2.3%
SJM moved +1.94% from its $116.07 open to a $118.32 close on 2026-07-24.
Activity2026-07-22+2.0%
The J. M. Smucker Company (SJM) moved +1.99% from $115.75 to $118.05 on 2026-07-22, reaching a new 30-day high on modestly elevated volume (1.5x the 5-day average).
In-depth SJM event analyses
Permanent, dated analyses of SJM's most significant sessions.
Why did The J. M. Smucker Company (SJM) stock move?
SJM fell 0.9% to $122.64. No single company-specific catalyst was confirmed during the move window, and it looks technical.
How much did SJM stock fall?
SJM lost 0.90% ($1.11) versus the prior close of $123.75, last trading at $122.64 on 0.3× average volume.
When is The J. M. Smucker Company's next earnings date?
SJM's next earnings report is estimated for 2026-11-24 — about 67 days away.
What is the analyst price target for SJM?
The consensus analyst price target for SJM is $137.29, about 11.9% above the current $122.64. Over the past 90 days, analysts recorded 0 upgrades, 11 maintains, and 0 downgrades.
How BestStocks tracks SJM
This page is generated automatically by BestStocks' change-detection system after its price and volume cleared SJM-specific materiality thresholds, triggering an evidence check. It draws on 15 tracked change events for SJM, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of September 18, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.
