John B. Sanfilippo & Son, Inc. (JBSS) AI Stock Analysis

John B. Sanfilippo & Son, Inc., operating primarily through its subsidiary JBSS Ventures, LLC, specializes in the processing and distribution of a wide array of tree nuts and peanuts across the United States. Its lineup includes raw and processed nuts like almonds, pecans, peanuts, walnuts, cashews, and pistachios in diverse styles and seasonings. It also provides peanut butter, snack mixes, dried fruits, chocolate-coated treats, baking ingredients, and bulk foods under brands such as Fisher, Orchard Valley Harvest, Squirrel Brand, and Southern Style Nuts, as well as private labels. Established in 1922 and based in Elgin, Illinois, the company sells to retail stores, wholesalers, commercial clients, and operates a retail outlet.

Between FY2022 and FY2026, annual revenue grew from $955.9M to $1.18B, reflecting a 5-year revenue CAGR of 6.5%. Gross margin narrowed from 20.9% in FY2022 to 18.0% in FY2026, while operating margin fell from 9.1% to 7.4%. Net income was $61.9M in FY2026, compared to $61.8M in FY2022, resulting in an EPS of $5.26. Operating cash flow rebounded to $123.8M in FY2026 from $30.5M in FY2025, yielding $35.7M in free cash flow. In the latest quarter ended June 30, 2026, quarterly revenue increased 4.2% year-over-year, while quarterly earnings declined 38.5%.

As of June 30, 2026, the company held $1.1M in cash and short-term investments against $109.3M in total debt, leaving net debt at $108.2M. Shareholders' equity stood at $379.9M and total assets were $658.6M. The company maintains a current ratio of 2.08 and a debt-to-equity ratio of 0.29. For FY2026, capital expenditures were $88.1M, and dividends paid totaled $46.8M, while its share count increased 1.7% over five years.

At $66.76 per share, the company has a market cap of $780.7M and an enterprise value of $924.5M. The stock trades at a trailing P/E of 12.7x and a forward P/E of 10.5x, both below the median of its US-listed Consumer Defensive peers at 18.6x and 14.3x, respectively. Its EV/EBITDA stands at 7.8x versus the peer median of 11.7x, while price-to-sales matches the peer median at 0.7x. Over the past year, JBSS returned 13.7%, compared to 16.8% for the S&P 500.

JBSS offers an annual forward dividend of $0.95 per share, representing a dividend yield of 1.42% and a payout ratio of 65.6%. The company has paid dividends for 15 consecutive years, although its 5-year annualized dividend growth stands at -7.8%. The last ex-dividend date was August 17, 2026.

Wall Street coverage includes 1 Strong Buy and 1 Buy rating, with no Hold or Sell recommendations. The mean price target is $100.00, representing an upside of 49.8% over the last close of $66.76. For the current fiscal year ending June 30, 2027, consensus estimates project EPS of $5.36 on revenue of $1.20B. The company beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 4, 2026.

This page is an AI-written research summary of John B. Sanfilippo & Son, Inc. (JBSS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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