JBSS · NASDAQ · Packaged Foods

John B. Sanfilippo & Son (JBSS)

Fourth-generation family nut processor selling owned and private-label brands nationwide.

$66.94
vs last close−0.79 (−1.17%)
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John B. Sanfilippo & Son, Inc.JBSS
Consumer Staples

Traces to a 1922 Chicago pecan-shelling storefront and remains run by the founding family four generations later, now vertically integrated in pecan and peanut shelling and selling nuts, snack mixes, and snack bars under owned brands and retailer private labels alike.

Grown from a Chicago pecan-shelling storefront opened by a Sicilian immigrant family in 1922, the business is now run by its fourth generation and vertically integrated in pecan and peanut shelling from an Elgin, Illinois campus.

Consumer brands including Fisher, Orchard Valley Harvest, Squirrel Brand, Southern Style Nuts, and Just the Cheese sit alongside a private-label business supplying nuts and snack mixes under retailer-owned names for most top grocery chains. Bulk ingredient nuts also go into bakery, confection, and foodservice supply chains, and a contract-manufacturing arm packages snacks for other food companies.

A 2023 acquisition of a Minnesota plant extended the business from nuts into snack and nutrition bars, its newest growth category. A dual-class share structure, in place since the 1991 listing, keeps founding-family voting control concentrated even as outside investors hold most of the economic interest.

Company facts

CEOJeffrey T. Sanfilippo
ListedDec 4, 1991
ExchangeNASDAQ
HeadquartersElgin, IL
CountryUnited States
Employees1,900
CIK0000880117
ISINUS8004221078

Market cap$791.7M
EPS (ttm)$5.26
P/E (ttm)12.88
ROE16.5%
P/B2.08
P/S0.6734
Dividend yieldDiv yield2.95%
Beta−0.12vs XLP 0.86

No analyst consensus on record.

Next report
Nov 4, 26
in 42 days
EPS estimate
$1.72
Revenue estimate
$306.9M
Fiscal quarter
Q1 FY27

EPSReportedEstimate

Jan '25Apr '25Aug '25Oct '25Jan '26Apr '26Aug '26Nov '26
Reported$1.16$1.72$1.15$1.59$1.53$1.43$0.71Pending
Estimate$1.28$1.36$1.16$1.17$1.72
Surprise+24.2%+12.5%+23.3%−39.3%

RevenueReportedEstimate

Jan '25Apr '25Aug '25Oct '25Jan '26Apr '26Aug '26Nov '26
Reported$301.1M$260.9M$269.1M$298.7M$314.8M$281.8M$280.4MPending
Estimate$273.9M$313.4M$260.8M$274.9M$306.9M
Surprise+9.0%+0.4%+8.0%+2.0%
Estimate$1.72
ReportedDue Nov 4, 2026
Estimate$306.9M
ReportedDue Nov 4, 2026
View details

Debt to equity28.80%
Current ratio208.00%

ProfitabilityRevenueNet incomeNet margin

Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26
Revenue$276.2M$301.1M$260.9M$269.1M$298.7M$314.8M$281.8M$280.4M
Net income$11.7M$13.6M$20.2M$13.5M$18.7M$18.0M$16.8M$8.4M
Net margin4.2%4.5%7.7%5.0%6.3%5.7%6.0%3.0%

GrowthOperating income

Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26Q4 FY26
Operating income$17.0M$19.4M$28.2M$20.1M$27.0M$26.0M$23.2M$10.8M
YoY growth−30.8%−29.8%+53.6%+37.4%+58.9%+34.1%−17.7%−46.6%

Balance sheet, Jun 25, 2026Cash & short-term investments $1.1M · Total debt $109.3M · Total assets $658.6M · Shareholders' equity $379.9M

Revenue
$280.4M
Operating income
$10.8M
Net income
$8.4M
View details

Dividend yield
2.95%
Next ex-date
Aug 17, 27
estimated · in 328 days
Annual dividend
$2.00
per share
Schedule
Annual
one payment a year

HistoryDividendAnnual yield

Aug '26
Dividend$2.00
Annual yield2.39%
Ex-dateAug 17
Payment dateSep 9
View details

Institutions74.45%8.71M shares
214 holders · as of Jun 30, 2026
Insiders18.60%2.17M shares
14 holders · as of Aug 19, 2026
Strategic holders8.46%989.2K shares
1 holder · as of Jul 25, 2025
Adds to101.51%

11.69M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 101.51%; nothing is left for Other.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
12.76%1.49Mas of Jun 30, 2026
Sanfilippo Family 2017 Generation Skipping TrustStrategic10 percent owner
8.46%989,233 Afiled Jul 25, 2025
Michael J. ValentineInsiderdirector, 10 percent owner
7.55%53,562 · 828,930 Afiled Nov 13, 2025
NWQ Investment Management Company, LLCInstitution
7.44%870,471filed Oct 10, 2017
Thrivent Financial for LutheransInstitution
6.97%814,504as of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Mar 2, 2026Lisa Sanfilippodirector, 10 percent owner: −2,272$81.43
Mar 2, 2026Jasper Brian Jr Sanfilippodirector, 10 percent owner, officer: COO, President−7,212$80.97
Mar 2, 2026Jeffrey T. Sanfilippodirector, 10 percent owner, officer: Chief Executive Officer−7,212$80.08
Mar 2, 2026James J. Sanfilippodirector, 10 percent owner: −1,268$80.63
View details

  • Hershey

    Owns Planters and ONE Brands — direct in both branded nuts and protein bars.

  • Post

    Post now owns 8th Avenue — #1 private-label peanut and tree-nut butter maker.

  • Simply Good Foods

    Owner of Quest and Atkins — #1 branded protein-bar shelf presence.

  • General Mills

    Nature Valley and Larabar dominate branded snack-bar shelves.

  • Mondelez International

    Clif Bar owner with adjacent snack breadth pressing bar and mix shelves.

  • B&G Foods

    Back to Nature overlaps in trail mix and better-for-you snacks.

Compare

CompanyPriceChange
John B. Sanfilippo & Son$66.94−1.17%$791.7M12.911.60.7+4.2%
Hershey$168.49+0.02%$34.17B23.018.22.8+6.6%
Post$75.57−0.53%$3.44B14.010.70.4−1.8%
Simply Good Foods$9.73−2.80%$885.3M5.80.6−6.3%
General Mills$34.63−2.33%$18.92B11.11.0−2.8%
Mondelez International$60.93−0.24%$77.96B22.518.92.0+4.1%
B&G Foods$3.01−1.15%$246.7M6.20.1−9.7%
Median22.510.90.8−2.3%