John B. Sanfilippo & Son (NASDAQ:JBSS) Rating Increased to Strong-Buy at Freedom Capital

Freedom Capital upgraded shares of John B. Sanfilippo & Son (NASDAQ:JBSS) from a hold rating to a strong-buy rating in a research note published on Thursday morning,Zacks.com reports.

A number of other brokerages have also issued reports on JBSS. Weiss Ratings raised shares of John B. Sanfilippo & Son from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, June 11th. Wall Street Zen lowered John B. Sanfilippo & Son from a “buy” rating to a “hold” rating in a report on Saturday, August 8th. Finally, BWS Financial reissued a “buy” rating and issued a $109.00 price target on shares of John B. Sanfilippo & Son in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $109.00.

John B. Sanfilippo & Son Stock Performance

Shares of JBSS opened at $73.72 on Thursday. The company has a 50-day moving average of $83.41 and a two-hundred day moving average of $80.28. John B. Sanfilippo & Son has a one year low of $59.07 and a one year high of $92.08. The company has a debt-to-equity ratio of 0.11, a current ratio of 2.08 and a quick ratio of 0.65. The stock has a market cap of $861.79 million, a price-to-earnings ratio of 14.02 and a beta of 0.32.

John B. Sanfilippo & Son (NASDAQ:JBSS) last posted its quarterly earnings data on Wednesday, August 19th. The company reported $0.71 earnings per share for the quarter, missing the consensus estimate of $1.17 by ($0.46). John B. Sanfilippo & Son had a return on equity of 16.51% and a net margin of 5.27%.The firm had revenue of $280.43 million for the quarter, compared to analysts’ expectations of $274.87 million. On average, equities research analysts expect that John B. Sanfilippo & Son will post 6.57 earnings per share for the current year.

John B. Sanfilippo & Son Dividend Announcement

The firm also recently disclosed a special dividend, which will be paid on Wednesday, September 9th. Investors of record on Monday, August 17th will be given a dividend of $1.05 per share. The ex-dividend date of this dividend is Monday, August 17th. John B. Sanfilippo & Son’s payout ratio is currently 16.67%.

Institutional Trading of John B. Sanfilippo & Son

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Headlands Technologies LLC bought a new position in John B. Sanfilippo & Son in the 2nd quarter worth approximately $916,000. Two Sigma Securities LLC lifted its holdings in shares of John B. Sanfilippo & Son by 12.7% during the second quarter. Two Sigma Securities LLC now owns 3,055 shares of the company’s stock worth $263,000 after buying an additional 345 shares during the last quarter. Public Employees Retirement System of Ohio bought a new stake in shares of John B. Sanfilippo & Son in the second quarter valued at approximately $32,000. Cullen Capital Management LLC bought a new stake in shares of John B. Sanfilippo & Son in the second quarter valued at approximately $297,000. Finally, Bank of New York Mellon Corp bought a new stake in shares of John B. Sanfilippo & Son in the second quarter valued at approximately $9,083,000. Institutional investors and hedge funds own 70.64% of the company’s stock.

John B. Sanfilippo & Son News Summary

Here are the key news stories impacting John B. Sanfilippo & Son this week:

• Positive Sentiment: BWS Financial reaffirmed its Buy rating and set a $109 price target, implying approximately 48% upside from the recently quoted share price. The analyst cited operating resilience and continued demand for protein-focused snacks. Benzinga analyst rating report
• Positive Sentiment: Management highlighted record sales and outlined a potential $300 million bar-capacity growth opportunity. New production lines are targeted to begin operating in the second quarter of fiscal 2027, supporting longer-term growth if demand materializes. JBSS bar capacity expansion report
• Neutral Sentiment: Quarterly revenue was $280.4 million, above the $274.9 million analyst forecast, indicating solid top-line demand despite weaker profitability. Earnings-call commentary focused on recovery prospects and fiscal 2027 initiatives. JBSS fiscal 2026 earnings call highlights
• Negative Sentiment: Fiscal fourth-quarter EPS was $0.71, missing the $1.17 consensus estimate by $0.46 and falling from $1.15 a year earlier. The earnings shortfall, despite higher revenue, suggests pressure on margins and is the primary reason for the stock’s recent decline. JBSS earnings miss report
• Negative Sentiment: Analyst commentary indicated that a product recall affected results. While BWS Financial views the impact as manageable, the recall adds near-term uncertainty around costs, profitability and investor confidence. JBSS Buy rating and recall impact report

About John B. Sanfilippo & Son

John B. Sanfilippo & Son, Inc is a family‐held processor and marketer of tree nuts and snack nut products. Headquartered in Elgin, Illinois, the company operates manufacturing facilities, processing plants and sales offices across the United States and abroad. It supplies a broad range of channels, including retail, foodservice, industrial and private‐label customers.

The company’s product portfolio spans in‐shell and shelled pecans, walnuts, almonds, cashews, pistachios and peanuts, as well as mixed‐nut blends, chocolate‐covered treats, granolas and specialty snack items.