27,860 Shares in The J. M. Smucker Company $SJM Bought by Alberta Investment Management Corp
Alberta Investment Management Corp acquired 27,860 shares of The J. M. Smucker Company, valued at approximately $3.03 million, during the third quarter. Other institutions like Norges Bank and Engineers Gate also established significant stakes. J. M. Smucker recently declared a quarterly dividend of $1.10 per share and reported Q3 EPS of $2.10, slightly missing estimates, while setting FY2026 guidance at $8.75–$9.25 EPS.
Emerging Sub-Segments Transforming the Dried Soup Market Landscape
The dried soup market is projected to reach $4.63 billion by 2030, growing at a CAGR of 6.5%, driven by demand for convenient, healthy, and sustainable meal solutions. Key trends include plant-based protein soups, increased use of freeze-drying technology, and a focus on clean-label ingredients and sustainable packaging. Major players like Campbell Soup Company are expanding portfolios through acquisitions, and companies are innovating with products like high-protein instant noodle soups to cater to health-conscious consumers.
Marzetti to Acquire Bachan’s BBQ Sauce
The Marzetti Company is set to acquire Bachan’s, Inc., a Japanese Barbecue Sauce brand, in a deal valued at $400 million, subject to adjustments. This acquisition aims to strengthen Marzetti’s position in the clean-label, globally inspired sauces market, leveraging Bachan's $87 million in net sales from 2025. The transaction is expected to close before June 30, 2026, pending regulatory approval.
Form DEFA14A MCCORMICK & CO INC
This article announces the filing of Form DEFA14A by McCormick & Company, Incorporated with the U.S. Securities and Exchange Commission. This form serves as definitive additional soliciting materials related to a proxy statement. The filing indicates that no fee is required for this submission.
JPMorgan Adjusts McCormick Price Target to $78 From $72, Maintains Overweight Rating
JPMorgan has increased its price target for McCormick & Company (MKC) to $78 from $72, while reiterating an Overweight rating on the stock. This adjustment comes after other analysts like UBS, HSBC, Stifel, and TD Cowen also recently updated their price targets for the company. The article also provides an overview of McCormick & Company's business specializing in aromatic products and its market performance.
McCormick at CAGNY 2026: Flavor-Driven Growth Strategy
McCormick presented at CAGNY 2026, outlining its flavor-driven growth strategy with objectives of 4%-6% net sales growth and 7%-9% operating income growth. The company emphasized its focus on innovation, digital transformation, and strategic acquisitions like McCormick de Mexico, while acknowledging challenges from inflation and increased tax rates. McCormick aims to sustain volume-led organic growth, enhance profitability through cost savings, and leverage AI to improve operations and consumer engagement.
McCormick & Co Inc (MKC) Shares Gap Down to $68.855 on Feb 17
McCormick & Co Inc (MKC) shares experienced a 3.69% decline on February 17, trading down to $68.86 from a previous close of $71.49. This price places MKC 20.16% below its 52-week high. Wall Street analysts provide an average price target of $73.64, with a consensus "Outperform" recommendation, while GuruFocus estimates a one-year fair value of $89.12.
McCormick & Company, Incorporated (NYSE:MKC) Given Average Rating of "Hold" by Analysts
McCormick & Company, Incorporated (NYSE:MKC) has received a consensus "Hold" rating from twelve analysts, with an average 1-year price target of $73.30. The company recently reported Q1 earnings per share of $0.86, missing estimates slightly, but beat revenue expectations with $1.85 billion and provided FY2026 guidance in line with analyst estimates. McCormick also increased its quarterly dividend to $0.48 per share, while insider selling, including 50,000 shares by Lawrence Kurzius, was noted.
Kurzius Lawrence Erik sells McCormick & Co (MKC) stock for $3.58m
Lawrence Erik Kurzius, a ten percent owner of McCormick & Co (NYSE:MKC), sold 50,000 shares of common stock for $3.58 million on February 12, 2026, while also acquiring 50,000 shares for $2.45 million the same day. This transaction reduced his direct ownership to 296,992 shares. The sale follows McCormick's Q4 2025 earnings report, which saw an EPS miss but a revenue beat, leading analysts to adjust price targets due to higher costs and lower-than-expected fiscal year 2026 guidance.
Is Wall Street Bullish or Bearish on McCormick & Company Stock?
McCormick & Company's stock (MKC) has underperformed the S&P 500 over the past year due to commodity inflation and tariff costs, despite volume growth. However, MKC is up 3.6% year-to-date in 2026, surpassing the SPX. Wall Street analysts currently hold a "Moderate Buy" consensus rating for MKC, with a mean price target suggesting a 7.4% upside.
Bunge Global SA: The Quiet Infrastructure Powering the World’s Food Supply Chain
Bunge Global SA is transforming from a traditional commodity middleman into a data-driven, asset-heavy food and agribusiness platform. The company's strategy involves offering specialized solutions in custom edible oils, plant-based proteins, and integrated risk management to address climate risks, geopolitics, and evolving consumer tastes. This shift aims to create a more stable, high-margin business, making Bunge a critical component of the global food supply chain infrastructure.
The J. M. Smucker Company to Issue Quarterly Dividend of $1.10 (NYSE:SJM)
The J. M. Smucker Company announced a quarterly dividend of $1.10 per share, payable March 2nd to shareholders of record on February 13th, representing an annualized yield of 4.0%. The company has consistently increased its dividend for 27 years, with a sustainable payout ratio of 39.8%. Despite missing recent EPS estimates slightly, Smucker's FY2026 guidance and analyst projections indicate continued dividend coverage.
UBS Reduces PT on McCormick & Company (MKC) Stock
UBS analyst Bryan Adams reduced the price target on McCormick & Company (MKC) stock to $67 from $70, while maintaining a "Neutral" rating. This decision followed the company's Q4 2025 EPS missing estimates and initial FY 2026 guidance falling below expectations. Despite these challenges, McCormick reported a 3% YoY increase in Q4 2025 net sales and anticipates 13% to 17% net sales growth for FY 2026, leveraging competitive advantages and cost management.
Michael Mangan Sells 5,000 Shares of McCormick & Company, Incorporated (NYSE:MKC) Stock
Michael Mangan, a director at McCormick & Company, Incorporated (NYSE:MKC), recently sold 5,000 shares of the company's stock, reducing his holding by 10.41%. The transaction, valued at $339,600, occurred on February 9th at an average price of $67.92 per share. McCormick recently reported Q4 results with slightly missed EPS but increased revenue, provided FY2026 guidance, and boosted its quarterly dividend to $0.48.
Commodity costs continue to challenge The Hershey Co.
The Hershey Co. experienced a significant drop in net income during its fourth quarter and fiscal year 2025, primarily due to rising input costs, cocoa inflation, and tariffs, despite an increase in top-line sales. The company is optimistic for 2026, forecasting net sales growth and earnings recovery with strategic investments in innovation, brand building, and its growing salty snacks and protein portfolios. Hershey is also monitoring potential headwinds like SNAP waivers and GLP-1 weight-loss medications.
McCormick & Company, Incorporated $MKC Stake Raised by Rockland Trust Co.
Rockland Trust Co. recently increased its stake in McCormick & Company, Incorporated (NYSE: MKC) by 9.2%, bringing its total holdings to 278,026 shares valued at $18.6 million. Despite missing quarterly EPS expectations by $0.01, the company reported a revenue increase of 2.9% year-over-year and raised its quarterly dividend to $0.48 per share. Insider trading activity shows significant sales, totaling $7.77 million in the last 90 days, though insiders still own 23.8% of the stock.
Federated Hermes Inc. Cuts Stock Holdings in Dole PLC $DOLE
Federated Hermes Inc. significantly reduced its stake in Dole PLC by 90.2% in the third quarter, selling over 84,000 shares. Despite this, other institutional investors have increased their holdings. Dole PLC recently announced a $100 million share buyback program and reported mixed Q3 earnings, missing EPS estimates but exceeding revenue forecasts.
Tapiero sells McCormick & Co (MKC) shares for $335450 By Investing.com
Director Jacques Tapiero of McCormick & Co (NYSE:MKC) sold 5,000 shares for $335,450 on February 5, 2026, after exercising options for an equal number of shares. He also acquired restricted stock units vesting in 2027. This insider activity follows McCormick's recent Q4 2025 earnings report, where EPS missed forecasts but revenue exceeded expectations, leading to price target adjustments from Stifel and TD Cowen.
Tapiero sells McCormick & Co (MKC) shares for $335450
Jacques Tapiero, a director at McCormick & Co (NYSE:MKC), sold 5,000 shares for $335,450. On the same day, he exercised options to acquire 5,000 shares and later received 2,598 restricted stock units. This comes after McCormick reported Q4 2025 earnings that missed EPS estimates but beat revenue expectations, leading to lowered price targets from Stifel and TD Cowen.
Marzetti To Buy Bachan’s Japanese Barbecue Sauce Brand For $400 Million
The Marzetti Company is set to acquire Bachan’s, a rapidly growing Japanese Barbecue Sauce brand, for $400 million. This acquisition aims to strengthen Marzetti’s position in the condiment and sauce market by adding a premium, clean-label brand that aligns with consumer demand for global flavors and healthier options. Bachan’s reported net sales of approximately $87 million for the twelve months ending December 31, 2025, and the transaction is expected to close before Marzetti's fiscal year-end on June 30, 2026.
McCormick & Company, Incorporated (NYSE:MKC) Director Sells $335,450.00 in Stock
McCormick & Company, Incorporated director Jacques Tapiero sold 5,000 shares of company stock for $335,450 on February 5th, following a previous sale of 5,000 shares on February 3rd. These transactions reduced his holdings by 13.66% to 31,596 shares. The company recently reported quarterly EPS of $0.86, missing estimates, along with revenue of $1.85 billion and raised its quarterly dividend to $0.48 per share.
McCormick (MKC): Buy, Sell, or Hold Post Q4 Earnings?
McCormick (MKC) has underperformed the S&P 500, with a 2.5% loss since August 2025. Analysts express caution due to disappointing long-term revenue growth (2.5% annualized over three years) and mediocre return on invested capital (8.9%). While not a terrible business, experts suggest there are more exciting investment opportunities elsewhere, particularly in "Strong Momentum Stocks."
AptarGroup, Inc. (NYSE:ATR) Q4 2025 Earnings Call Transcript
AptarGroup, Inc. reported strong Q4 2025 sales, growing 14% to $963 million, with core sales up 5% despite operational challenges in Beauty and Closures and a decline in emergency medicine demand. The company emphasized its robust Pharma pipeline, especially in systemic nasal drug delivery and injectables, and highlighted several new product launches and FDA approvals. Aptar Group also maintained its commitment to shareholder returns, announcing a new $600 million share repurchase authorization and continuing its annually increasing dividend for the 32nd consecutive year.
McCormick & Company (MKC) Announces $500 Million Notes Offering
McCormick & Company (MKC) has issued and sold $500 million in 4.150% Notes due 2029, a strategic move to optimize its financial structure. The proceeds will be used to redeem a portion of its outstanding 0.90% Notes due 2026, which mature in February 2026. This financial maneuver aims to manage debt obligations and maintain a robust capital structure.
Advil and Sensodyne marketer Katie Williams to lead J.M. Smucker brands
The J.M. Smucker Co. has appointed Katie Williams as its new Chief Marketing Officer, effective March 9, 2026. Williams brings over 20 years of marketing and brand leadership experience, including previous roles at Haleon and GSK where she oversaw major consumer health brands like Advil and Sensodyne. Outgoing CMO Gail Hollander will remain in an advisory role until April 30, 2026, to ensure a smooth transition.
McCormick & Co. Inc. stock outperforms competitors on strong trading day
Shares of McCormick & Co. Inc. (MKC) rose by 5.20% to $66.58 on Wednesday, outperforming the mixed market performance. This marks the second day of gains for the stock, while the Dow Jones Industrial Average saw a rise and the S&P 500 Index experienced a slight fall.
Marzetti Co. to acquire Japanese sauce maker
The Marzetti Co. is set to acquire Bachan’s, a Japanese barbecue sauce brand, for approximately $400 million. Bachan's, founded by Justin Gill, generated sales of about $87 million in 2025 with its multi-generational family recipe sauce. Marzetti Co. plans to expand Bachan’s distribution, innovation, and brand presence in new categories.
Cheap Dollar Tree Kitchen Gadgets That Are Actually Worth Buying
This article highlights ten affordable and effective kitchen gadgets available at Dollar Tree, personally tested and recommended by the author who has extensive experience in the food industry. From McCormick measuring spoons to a stainless steel chopper, these items offer practical solutions for cooking and baking without a high cost. The author provides tips on their best uses and care, emphasizing their surprising durability and versatility for just $1.25 each.
McCormick & Co Inc (MKC) Stock Price Up 2.9% on Feb 3
McCormick & Co Inc (MKC) saw its stock price rise by 2.90% on February 3rd, closing at $62.87. This places MKC 27.10% below its 52-week high and 5.45% above its 52-week low. Analysts have an average target price of $74.03, suggesting a 17.74% upside, while GuruFocus estimates a fair value of $89.18, indicating a potential 41.85% upside.
McCormick & Co. Inc. stock outperforms competitors on strong trading day
McCormick & Co. Inc. (MKC) saw its stock rise 3.58% to $63.29 on Tuesday despite an overall poor trading session for the stock market, where the S&P 500 and Dow Jones Industrial Average both declined. The company's stock closed 26.61% below its 52-week high of $86.24. This performance indicates a stronger showing compared to general market trends on that day.
General Mills, Inc. (GIS): A Bull Case Theory
This article summarizes a bullish thesis on General Mills, Inc. (GIS), highlighting its market dominance with iconic brands, attractive valuation, and a clear growth strategy focused on innovation. Despite a previous bearish trend for McCormick & Company, Inc. (MKC), General Mills is positioned as a compelling investment due to its defensive characteristics, consistent dividends, and potential for moderate growth. The article also notes the increased hedge fund interest in GIS but suggests that certain AI stocks may offer higher returns in a shorter timeframe.
McCormick & Company, Incorporated (NYSE:MKC) Sees Large Drop in Short Interest
McCormick & Company, Incorporated (NYSE:MKC) experienced a 15.1% drop in short interest in January, with total short interest falling to 9,901,086 shares. This represents about 4.8% of the company's float, and the short-interest ratio now stands at 3.1 days. The company recently reported quarterly earnings, missing analyst estimates slightly, but raised its quarterly dividend to $0.48, resulting in a 3.1% yield.
J&J Snack Foods (JJSF) Reports Earnings Tomorrow: What To Expect
J&J Snack Foods (JJSF) is set to report earnings, with analysts expecting flat year-on-year revenue at $360.7 million and adjusted earnings of $0.36 per share. Despite past revenue misses, analyst sentiment has remained stable, and the shelf-stable food segment has seen positive investor interest, with JJSF's stock up 5.7% over the last month. Investors will be watching closely as the company reports its results.
The J.M. Smucker Company: Defensive Staple Or Value Trap? What The Latest SJM Numbers Signal
The J.M. Smucker Company (SJM) stock has been underperforming the broader market, raising questions among investors about whether it's a defensive staple or a value trap. Trading closer to its 52-week low, the stock shows a negative one-year return when excluding dividends. Wall Street analysts generally hold a "Hold" or "Neutral" stance, citing strong brands and cash generation balanced against integration risks from the Hostess acquisition and competitive pressures.
The J.M. Smucker Company: Defensive Staple Or Value Trap? What The Latest SJM Numbers Signal
The J.M. Smucker Company (SJM) stock has been underperforming the broader market, trading closer to its 52-week low. Investors are questioning whether it's a defensive staple in a temporary valuation reset or a prolonged value trap, especially after a hypothetical one-year investment would have resulted in a loss. The company's future performance hinges on the successful integration of Hostess, margin trends, balance sheet discipline, and the broader market's rotation back to defensive stocks.
Hellmann’s, Heinz and McCormick dominate the mayo market – but for how long?
The global mayonnaise market, valued at $13.5 billion in 2025, is undergoing a significant transformation due to innovation in flavors and formulations, with North America leading sales. Major players like Hellmann's, Duke's, Heinz, and McCormick are launching extensive marketing campaigns and new products, including international and better-for-you varieties. Smaller brands such as Graza and Chosen Foods are also disrupting the market with innovative ingredients like unrefined extra virgin olive oil and avocado oil.
Teacher Retirement System of Texas Cuts Position in McCormick & Company, Incorporated $MKC
The Teacher Retirement System of Texas significantly reduced its stake in McCormick & Company, Incorporated (NYSE:MKC) by 71.9% in the third quarter, selling 84,783 shares and retaining 33,142 shares valued at approximately $2.22 million. McCormick recently reported quarterly earnings that missed consensus estimates by $0.01 but showed a 2.9% year-over-year revenue increase and raised its quarterly dividend. The stock currently holds a "Hold" consensus rating from analysts, with insider selling activity also noted.
McCormick tackles $50M tariff hit through pricing, other measures
McCormick & Co. expects to face a $50 million tariff impact in 2026, which it plans to mitigate using strategies similar to those employed in 2025. These strategies include productivity savings, alternative sourcing, supply chain initiatives, and "surgical pricing." The company successfully reduced a $70 million tariff impact to $20 million in 2025 and anticipates mid-single-digit inflation from duties and commodity costs this year.
The Top 5 Analyst Questions From McCormick's Q4 Earnings Call
McCormick's Q4 earnings call showed sales growth exceeding expectations but faced market negativity due to margin pressures and an earnings shortfall. Management attributed this to higher commodity inflation and increased tariff costs. The article highlights the top five analyst questions related to volume momentum, gross margin recovery, future inflation impact, timeline for earnings growth, and tariff exposure.
McKesson stock price target raised to $966 from $916 at Morgan Stanley
Morgan Stanley has increased its price target for McKesson (NYSE:MCK) to $966 from $916, maintaining an Overweight rating. This decision is based on McKesson's strong organic growth, updated disclosures for its Oncology and Multispecialty businesses, and plans for a Med-Surg business IPO. Despite a recent earnings miss, analysts view McKesson as well-positioned for future growth and favorable financial health.
BofA Stays Positive on McCormick (MKC) Despite Weaker Q4 Results
BofA maintained a Buy rating on McCormick (MKC) but lowered its price target to $80 from $89 following weaker-than-expected Q4 results, which saw organic sales and gross margins miss estimates. The company anticipates slower EPS growth in fiscal 2026 due to higher costs from tariffs and commodities, with CEO Brendan Foley noting ongoing tariff impacts and inflation pressures. Despite short-term challenges, analysts suggest long-term benefits from steady demand and acquisitions could still support McCormick.
McCormick & Company to Present at Consumer Analyst Group of New York Conference
McCormick & Company, Incorporated will present at the Consumer Analyst Group of New York (CAGNY) Conference on February 17, 2026, at 5:00 p.m. ET. The presentation will feature Chairman, President & CEO Brendan Foley and Executive Vice President & CFO Marcos Gabriel, and will be webcast live on the company's investor relations website. McCormick, a global leader in flavor, generates approximately $7 billion in annual sales across 150 countries.
Barclays Issues Pessimistic Forecast for McCormick & Company, Incorporated (NYSE:MKC) Stock Price
Barclays adjusted its price target for McCormick & Company (NYSE:MKC) from $72 to $67, maintaining an "equal weight" rating, which still suggests a 9.8% upside. Other analysts also made target adjustments, resulting in a consensus "Hold" rating and an average price target of $73.30. McCormick recently missed quarterly earnings estimates by $0.01 but saw a 2.9% revenue increase, while significant insider selling has also been noted.
McCormick & Co Inc (MKC) Stock Price, Trades & News
This page provides detailed financial information, stock performance metrics, and news updates for McCormick & Co Inc (MKC). It includes current trading data, key financial strength and growth rankings, profitability ratios, valuation metrics, and a calendar of upcoming investor events and past earnings reports. The article also highlights analyst ratings and recent news headlines related to the company.
The Truth About Sensient Technologies: Is This ‘Boring’ Stock the Sleeper Play Everyone’s Sleeping On?
Sensient Technologies (SXT) is presented as an under-the-radar investment opportunity, focusing on its role as a behind-the-scenes supplier of colors, flavors, and specialty ingredients for food, beauty, and pharmaceutical products. The article highlights its "picks and shovels" business model and diversification across multiple industries as key strengths, contrasting it with flashier competitors like Givaudan. It suggests that SXT is more suited for long-term investors interested in steady compounding rather than short-term viral gains.
McCormick & Company, Incorporated (NYSE:MKC) Price Target Cut to $75.00 by Analysts at TD Cowen
TD Cowen analysts have reduced their price target for McCormick & Company, Incorporated (NYSE:MKC) to $75.00 from $82.00, while maintaining a "buy" rating, indicating a potential upside of 23.43%. This adjustment follows McCormick's Q4 EPS miss and a lower-than-expected FY 2026 guidance, affected by anticipated tariffs and increased commodity costs. Insider selling activity also contributed to the negative sentiment, with significant share sales by a major shareholder and the CEO within the last three months.
UBS Group Lowers McCormick & Company, Incorporated (NYSE:MKC) Price Target to $67.00
UBS Group has lowered its price target for McCormick & Company, Incorporated (NYSE:MKC) from $70.00 to $67.00, maintaining a "neutral" rating. This adjustment follows McCormick's Q4 earnings miss and cautious FY2026 guidance, which fell below analyst estimates. Insider selling and ongoing cost headwinds from tariffs and higher input costs are also cited as factors impacting profitability and valuation.
Intuit Stock Pulls Back to Support – Smart Entry?
Intuit (INTU) stock has pulled back to a significant support zone from which it has historically demonstrated strong rebounds, averaging 23.7% peak returns. Despite recent analyst downgrades, Intuit's strong Q1 FY26 revenue growth, positive fiscal guidance, and robust operating margins suggest a potential rebound. AI integration and the upcoming tax season are identified as key catalysts for future price recovery.
Stifel Nicolaus Has Lowered Expectations for McCormick & Company, Incorporated (NYSE:MKC) Stock Price
Stifel Nicolaus has lowered its price target for McCormick & Company, Incorporated (NYSE:MKC) to $65 from $71, maintaining a "hold" rating, following the company's Q4 earnings miss and lower-than-expected FY 2026 guidance. McCormick reported missing Q4 EPS by $0.01 and cited tariffs and higher input costs as challenges. Insider selling and the stock trading near its 12-month low further reflect decreased investor confidence.
Jabil Inc (NYSE:JBL) Fits the Minervini Growth Momentum and Trend Template Criteria
Jabil Inc (NYSE:JBL) meets the criteria of Mark Minervini's SEPA system, demonstrating strong technical and fundamental indicators. The stock exhibits a clear uptrend with its price above key moving averages and high relative strength, alongside accelerating earnings growth and consistent revenue increases. This positions JBL as a potential market leader, offering a compelling case for strict growth investing.
