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Stock impact report

TD Cowen Lowers Smucker (SJM) Target, Reflects Broader Food Sector Pressure [Yahoo! Finance]

The J.M. Smucker Company (SJM) 
Last the j.m. smucker company earnings: 2/26 07:00 am Check Earnings Report
US:NYSE Investor Relations: jmsmucker.com/investor-relations
Company Research Source: Yahoo! Finance
TD Cowen Lowers Smucker (SJM) Target, Reflects Broader Food Sector Pressure On March 19, TD Cowen lowered its price recommendation on The J. M. Smucker Company (NYSE:SJM) to $113 from $124. It reiterated a Hold rating on the shares. The firm also reduced its FY26 and FY27 EPS estimates in line with consensus and adjusted the price target to reflect lower valuations across the food sector. During the Q3 2026 earnings call, the company took a more cautious tone on its EPS outlook. CFO Tucker Marshall said they were confident in reaching the $9 midpoint. He noted that any upside would likely come from the coffee business. He added that the strength in coffee is currently helping offset weakness in the Sweet Baked Snacks segment. The company also indicated that its guidance for Sweet Baked Snacks reflects a long-term growth rate of about 2%. The focus there is on stabilizing performance and improving operations over time. Marshall said the segment is expected to remain soft in the Show less Read more
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