JBSS
SANFILIPPO JOHN B & SON INC
$75.45
+0.05%
$882.0M
No data for this timeframe.
Vol
Market Cap$882.0M
Cap SizeSmall Cap
Inst. Holders9 funds
Inst. Value$99.0M
Inst. Activity3 buys / 0 sells
Insider Activity0B / 4S
Insider Net $-$1.4M
SEC Reports2
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 sold 125,000 shares
Chief Executive Officer @ $0.00 ($0.00)
Apr 6, 2026
Insider
Sanfilippo Lisa sold 125,000 shares
Director @ $0.00 ($0.00)
Apr 6, 2026
Insider
SANFILIPPO JASPER BRIAN JR sold 500,000 shares
COO, President @ $0.00 ($0.00)
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.
WELLS FARGO & COMPANY/MN — DOUBLED
29,493 shares ($2.1M)
Inst.
FMR LLC — DOUBLED
3,926 shares ($277.2K)
Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$109.00 (Feb 2026)
Current $76.86
Low $109.00
Median $109.00
High $109.00
1 analysts
$109.00
$109.00
Analyst Ratings
3Strong Buy
3Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Feb 2, 2026 | BWS Financial | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $50.8M | — |
| RENAISSANCE TECHNOLOGIES LLC | $14.3M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $12.8M | NEW |
| MORGAN STANLEY | $8.9M | ADD |
| TWO SIGMA INVESTMENTS, LP | $7.4M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 6, 2026 | SANFILIPPO JEFFREY | J | $0.00 |
| Apr 6, 2026 | Sanfilippo Lisa | J | $0.00 |
| Apr 6, 2026 | SANFILIPPO JASPER | J | $0.00 |
| Apr 6, 2026 | Sanfilippo John | J | $0.00 |
| Apr 6, 2026 | Sanfilippo James | J | $0.00 |
9 institutional holders with $99.0M total value (1,401,643 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, CHARLES. Net buying activity: 3 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 719,576 | $50.8M | 51.3% | — |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 202,845 | $14.3M | 14.5% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 181,034 | $12.8M | 12.9% | NEW |
| 4 | MORGAN STANLEY | 126,585 | $8.9M | 9.0% | ADD +48.3% |
| 5 | TWO SIGMA INVESTMENTS, LP | 105,281 | $7.4M | 7.5% | ADD +32.7% |
| 6 | WELLS FARGO & COMPANY/MN | 29,493 | $2.1M | 2.1% | DOUBLED +134.8% |
| 7 | BANK OF AMERICA CORP /DE/ | 29,279 | $2.1M | 2.1% | — |
| 8 | FMR LLC | 3,926 | $277.2K | 0.3% | DOUBLED +125.6% |
| 9 | Cullen Capital Management, LLC | 3,624 | $255.9K | 0.3% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | DOUBLED | 12,560 | 29,493 | +134.8% | $2.1M | 2025-Q4 |
| FMR LLC | DOUBLED | 1,740 | 3,926 | +125.6% | $277.2K | 2025-Q4 |
| Cullen Capital Management, LLC | NEW | — | 3,624 | — | $255.9K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 75,170 | 99,749 | +32.7% | $6.3M | 2025-Q2 |
| FMR LLC | ADD | 1,085 | 1,556 | +43.4% | $98.4K | 2025-Q2 |
| FMR LLC | TRIM | 1,853 | 1,085 | -41.4% | $76.9K | 2025-Q1 |
| NORGES BANK | EXIT | 32,300 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | NEW | — | 32,300 | — | $2.8M | 2024-Q4 |
| MORGAN STANLEY | ADD | 102,529 | 152,000 | +48.3% | $14.3M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 135,373 | — | $12.8M | 2024-Q3 |
6 unique insiders with 4 transactions. Net insider value: -$1.4M ($0.00 bought, $1.4M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 6, 2026 | SANFILIPPO JEFFREY T | Chief Executive Officer | J | 125,000 | $0.00 | $0.00 |
| Apr 6, 2026 | Sanfilippo Lisa | Director | J | 125,000 | $0.00 | $0.00 |
| Apr 6, 2026 | SANFILIPPO JASPER BRIAN JR | COO, President | J | 500,000 | $0.00 | $0.00 |
| Apr 6, 2026 | Sanfilippo John E | Director | J | 125,000 | $0.00 | $0.00 |
| Apr 6, 2026 | Sanfilippo James J | Director | J | 500,000 | $0.00 | $0.00 |
| Mar 2, 2026 | SANFILIPPO JASPER BRIAN JR | COO, President | SELL | 7,212 | $80.97 | $584.0K |
| Mar 2, 2026 | Sanfilippo James J | Director | SELL | 1,268 | $80.63 | $102.2K |
| Mar 2, 2026 | Sanfilippo Lisa | Director | SELL | 2,272 | $81.43 | $185.0K |
| Mar 2, 2026 | SANFILIPPO JEFFREY T | Chief Executive Officer | SELL | 7,212 | $80.08 | $577.6K |
| Feb 25, 2026 | Sanfilippo James J | Director | J | 489,233 | $0.00 | $0.00 |
| Feb 25, 2026 | Sanfilippo John E | Director | J | 72,846 | $0.00 | $0.00 |
| Feb 25, 2026 | SANFILIPPO JEFFREY T | Chief Executive Officer | J | 72,847 | $0.00 | $0.00 |
| Feb 25, 2026 | Sanfilippo Lisa | Director | J | 72,847 | $0.00 | $0.00 |
| Feb 25, 2026 | SANFILIPPO JASPER BRIAN JR | COO, President | J | 489,233 | $0.00 | $0.00 |
| Feb 10, 2026 | Pronitcheva Julia A | SVP Human Resources | J | 100 | $0.00 | $0.00 |
| Feb 9, 2026 | Sanfilippo John E | Director | J | 335 | $0.00 | $0.00 |
| Feb 6, 2026 | SANFILIPPO JEFFREY T | Chief Executive Officer | A | 11,449 | $0.00 | $0.00 |
2 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.
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
| Metric | Value |
|---|---|
| Current Price | $76.86 |
| Target Low | $109.00 |
| Target Mean | $109.00 |
| Target Median | $109.00 |
| Target High | $109.00 |
| # Analysts | 1 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Feb 2, 2026 | BWS Financial | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Oct 1, 2022 | 3 | 3 | 1 | 0 | 0 | 86% | |
| Sep 1, 2022 | 3 | 3 | 1 | 0 | 0 | 86% | |
| Aug 1, 2022 | 3 | 3 | 1 | 0 | 0 | 86% | |
| Jul 1, 2022 | 3 | 3 | 1 | 0 | 0 | 86% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
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 & Son, Inc. (NASDAQ: JBSS)</strong><st