JBSS

SANFILIPPO JOHN B & SON INC

Nasdaq · Sugar & Confectionery Products · Inc. DE · CIK 0000880117
$79.43 +2.44% $928.5M
Insider Selling Cluster (4 insiders)5 New Institutional Positions5 Institutional Exits
Vol
Market Cap$928.5M
Cap SizeSmall Cap
Inst. Holders50 funds
Inst. Value$439.4M
Inst. Activity5 buys / 5 sells
Insider Activity0B / 4S
Insider Net $-$1.4M
SEC Reports2
Exchange Nasdaq·Sector Sugar & Confectionery Products·Inc. DE·CIK 0000880117·Prev Close $77.54

Recent Activity

Apr 29, 2026 earnings_calendar
JBSS Q3 2026 Earnings Scheduled — 2026-04-29
Apr 22, 2026 SEC
John B. Sanfilippo & Son (JBSS) reported Q2 Fiscal 2026 EPS of $1.53, beating consensus by 32.4%, though the release was
PRESS-RELEASE — Impact 6/10
Apr 6, 2026 Insider
SANFILIPPO JEFFREY T acquired 125,000 shares
Chief Executive Officer
Apr 6, 2026 Insider
Sanfilippo Lisa acquired 125,000 shares
Director
Apr 6, 2026 Insider
SANFILIPPO JASPER BRIAN JR disposed of 500,000 shares
COO, President
Mar 3, 2026 SEC
Multiple insiders at John B. Sanfilippo & Son (JBSS) sold shares in a concentrated 7-day window, including CEO Jeffrey T
CLUSTER — Impact 6/10
Inst.
ROYCE & ASSOCIATES LP — TRIM
183,161 shares ($14.5M)
Inst.
LAZARD ASSET MANAGEMENT LLC — ADD
45,720 shares ($3.6M)

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$109.00 (Feb 2026)
Current $79.43 Low $109.00 Median $109.00 High $109.00 1 analysts
$109.00 $109.00

Analyst Ratings

Historical distribution86% buy · 7 analysts · last covering-analyst action Feb 2026
3Strong Buy
3Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 2, 2026 BWS Financial MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.29 $1.29 — $1.29 13% YoY 1
Next Q $1.88 ▼ -3.9% $1.88 — $1.88 18% YoY 1
Current FY $5.85 ▲ +5.0% $5.85 — $5.85 16% YoY 1
Next FY $6.57 ▼ -10.2% $6.57 — $6.57 12% YoY 1

Latest Reports

BULLISH PRESS-RELEASE 6/10
John B. Sanfilippo & Son (JBSS) reported Q2 Fiscal 2026 EPS of $1.53, beating consensus by 32.4%, though the release was
Apr 22, 2026
BEARISH CLUSTER 6/10
Multiple insiders at John B. Sanfilippo & Son (JBSS) sold shares in a concentrated 7-day window, including CEO Jeffrey T
Mar 3, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$112.3M—
VANGUARD CAPITAL MANAGEMENT LLC$30.2M—
STATE STREET CORP$27.6M—
VANGUARD PORTFOLIO MANAGEMENT LLC$25.2M—
DIMENSIONAL FUND ADVISORS LP$24.8M—

Recent Insider Trades

DateInsiderTypeValue
Apr 6, 2026SANFILIPPO JEFFREYJ$0.00
Apr 6, 2026Sanfilippo LisaJ$0.00
Apr 6, 2026SANFILIPPO JASPERJ$0.00
Apr 6, 2026Sanfilippo JohnJ$0.00
Apr 6, 2026Sanfilippo JamesJ$0.00
50 institutional holders with $439.4M total value (5,539,404 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.1,415,610$112.3M25.6%—
2VANGUARD CAPITAL MANAGEMENT LLC380,540$30.2M6.9%—
3STATE STREET CORP347,368$27.6M6.3%—
4VANGUARD PORTFOLIO MANAGEMENT LLC317,634$25.2M5.7%—
5DIMENSIONAL FUND ADVISORS LP312,802$24.8M5.6%—
6DEUTSCHE BANK AG\257,715$20.4M4.7%NEW
7TWO SIGMA INVESTMENTS, LP241,148$19.1M4.4%ADD +32.7%
8GAMCO INVESTORS, INC. ET AL192,025$15.2M3.5%ADD +28.8%
9RENAISSANCE TECHNOLOGIES LLC185,345$14.7M3.3%—
10ROYCE & ASSOCIATES LP183,161$14.5M3.3%TRIM -26.5%
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC174,003$13.8M3.1%—
12AMERIPRISE FINANCIAL INC147,129$11.7M2.7%DOUBLED +260.9%
13HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC137,747$10.9M2.5%—
14MORGAN STANLEY126,052$10.0M2.3%—
15JANUS HENDERSON GROUP PLC102,543$8.1M1.9%—
16GOLDMAN SACHS GROUP INC100,045$7.9M1.8%—
17VICTORY CAPITAL MANAGEMENT INC98,394$7.8M1.8%DOUBLED +2138.9%
18TEACHER RETIREMENT SYSTEM OF TEXAS71,806$5.7M1.3%—
19VANGUARD FIDUCIARY TRUST CO60,336$4.8M1.1%—
20WELLS FARGO & COMPANY/MN52,676$4.2M1.0%DOUBLED +134.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
ROYCE & ASSOCIATES LPTRIM249,068183,161-26.5%$14.5M2026-Q1
LAZARD ASSET MANAGEMENT LLCADD27,57845,720+65.8%$3.6M2026-Q1
BANK OF AMERICA CORP /DE/ADD29,27941,611+42.1%$3.3M2026-Q1
HSBC HOLDINGS PLCTRIM20,41311,267-44.8%$924.6K2026-Q1
SEI INVESTMENTS CODOUBLED5,01910,615+111.5%$842.5K2026-Q1
Brevan Howard Capital Management LPADD4,3236,435+48.9%$510.5K2026-Q1
NISA INVESTMENT ADVISORS, LLCTRIM8,4163,612-57.1%$286.5K2026-Q1
FIFTH THIRD BANCORPDOUBLED1002,005+1905.0%$159.1K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCNEAR_EXIT2,34924-99.0%$1.9K2026-Q1
HRT FINANCIAL LPTRIM39,46322,933-41.9%$1.8K2026-Q1
DEUTSCHE BANK AG\NEW—256,526—$18.1M2025-Q4
Invesco Ltd.TRIM80,25547,272-41.1%$3.3M2025-Q4
WELLS FARGO & COMPANY/MNDOUBLED12,56029,493+134.8%$2.1M2025-Q4
Point72 Asset Management, L.P.DOUBLED2,30027,625+1101.1%$2.0M2025-Q4
VOYA INVESTMENT MANAGEMENT LLCTRIM35,10524,221-31.0%$1.7M2025-Q4
HSBC HOLDINGS PLCADD11,17920,413+82.6%$1.4M2025-Q4
D. E. Shaw & Co., Inc.ADD12,00717,265+43.8%$1.2M2025-Q4
Trexquant Investment LPDOUBLED7,16115,187+112.1%$1.1M2025-Q4
BALYASNY ASSET MANAGEMENT L.P.TRIM18,3159,055-50.6%$639.3K2025-Q4
NISA INVESTMENT ADVISORS, LLCDOUBLED2698,416+3028.6%$594.2K2025-Q4
Brevan Howard Capital Management LPTRIM7,1844,323-39.8%$305.2K2025-Q4
FMR LLCDOUBLED1,7403,926+125.6%$277.2K2025-Q4
FIFTH THIRD BANCORPADD65100+53.8%$7.1K2025-Q4
HRT FINANCIAL LPDOUBLED12,19739,463+223.5%$2.8K2025-Q4
CITADEL ADVISORS LLCTRIM35,79724,116-32.6%$1.6M2025-Q3
6 unique insiders with 17 transactions. Net insider value: -$1.4M ($0.00 bought, $1.4M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 6, 2026SANFILIPPO JEFFREY TChief Executive OfficerJ125,000——
Apr 6, 2026Sanfilippo LisaDirectorJ125,000——
Apr 6, 2026SANFILIPPO JASPER BRIAN JRCOO, PresidentJ500,000——
Apr 6, 2026Sanfilippo John EDirectorJ125,000——
Apr 6, 2026Sanfilippo James JDirectorJ500,000——
Mar 2, 2026SANFILIPPO JASPER BRIAN JRCOO, PresidentSELL7,212$80.97$584.0K
Mar 2, 2026Sanfilippo James JDirectorSELL1,268$80.63$102.2K
Mar 2, 2026Sanfilippo LisaDirectorSELL2,272$81.43$185.0K
Mar 2, 2026SANFILIPPO JEFFREY TChief Executive OfficerSELL7,212$80.08$577.6K
Feb 25, 2026Sanfilippo James JDirectorJ489,233——
Feb 25, 2026Sanfilippo John EDirectorJ72,846——
Feb 25, 2026SANFILIPPO JEFFREY TChief Executive OfficerJ72,847——
Feb 25, 2026Sanfilippo LisaDirectorJ72,847——
Feb 25, 2026SANFILIPPO JASPER BRIAN JRCOO, PresidentJ489,233——
Feb 10, 2026Pronitcheva Julia ASVP Human ResourcesJ100——
Feb 9, 2026Sanfilippo John EDirectorJ335——
Feb 6, 2026SANFILIPPO JEFFREY TChief Executive OfficerAWARD11,449——
2 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.
BULLISH PRESS-RELEASE 6/10
John B. Sanfilippo & Son (JBSS) reported Q2 Fiscal 2026 EPS of $1.53, beating consensus by 32.4%, th
Apr 22, 2026
BEARISH CLUSTER 6/10
Multiple insiders at John B. Sanfilippo & Son (JBSS) sold shares in a concentrated 7-day window, inc
Mar 3, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Feb 2026): 86% buy across 7 analysts — 3 strong buy, 3 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$109.00 mean target (Feb 2026)
$109.00 Low $109.00 High
MetricValue
Current Price$79.43
Target Low$109.00
Target Mean$109.00
Target Median$109.00
Target High$109.00
# Analysts1
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.29 $1.29 $1.29 12.6% +0.1% 1↑ 0↓ $0.3B — 1
Next Q
2026-09-30
 $1.88 $1.88 $1.88 17.9% -3.9% 0↑ 1↓ $0.3B 2.3% 1
Current FY
2026-06-30
 $5.85 $5.85 $5.85 16.4% +5.0% 1↑ 0↓ $1.2B — 1
Next FY
2027-06-30
 $6.57 $6.57 $6.57 12.2% -10.2% 0↑ 1↓ $1.2B 1.0% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.295
7d ago$1.294+0.001
30d ago$1.294+0.001
60d ago$1.294+0.001
90d ago$1.257+0.038
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 2, 2026 BWS Financial MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Oct 1, 20223310086%
Sep 1, 20223310086%
Aug 1, 20223310086%
Jul 1, 20223310086%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 29, 2026
earnings_calendar
JBSS Q3 2026 Earnings Scheduled — 2026-04-29
Apr 22, 2026
earnings
John B. Sanfilippo & Son, Inc. 3rd Quarter Fiscal Year 2026 Operating Results Conference Call
<p align="left">Elgin, IL, April 22, 2026 (GLOBE NEWSWIRE) -- <strong>John B. Sanfil</strong><strong>ippo &amp; Son, Inc. (NASDAQ: JBSS)</strong><st