John B. Sanfilippo & Son, Inc. (JBSS)

In the past six months, JBSS experienced a 4.0% decrease in net sales but a 13.7% increase in gross profit in Q3 2025. Analysts expected Q4 2025 EPS to increase by 34% and revenue to decrease by 0.2%. The company declared a special dividend of $0.60 per share and a regular annual dividend of $0.90 per share. Anticipated Q1 2026 earnings are $1.45 per share with revenue of $273.9 million. Several hedge funds increased their stakes in Q2 2025, and BWS Financial initiated a "buy" rating with a $109.00 price objective in September 2025.

Demand for John B. Sanfilippo & Son, Inc.'s peanut and tree nut products is seasonal, with the highest demand during the last four months of the calendar year. This seasonality influences raw material purchases, with peanuts, pecans, and walnuts primarily acquired between September and February.

John B. Sanfilippo & Son, Inc. specializes in processing, packaging, marketing, and distributing a diverse range of nuts and snack products, including raw and processed nuts, snack bars, peanut butter, and various other snacks, sold under brands like Fisher and Orchard Valley Harvest, as well as private labels, serving retailers, wholesalers, commercial ingredient, and contract packaging customers.

John B. Sanfilippo & Son, Inc. primarily operates within the United States and its corporate headquarters are located in Elgin, Illinois. The company maintains five high-capacity production facilities strategically located across the country in Elgin, Illinois; Bainbridge, Georgia; Gustine, California; Selma, Texas; and Lakeville, Minnesota.

In the past year, there have been no highly publicized events that have significantly impacted John B. Sanfilippo & Son, Inc.'s overall brand reputation. The company maintains brand recognition for its established brands like Fisher Nuts and Orchard Valley Harvest.

The ownership structure of John B. Sanfilippo & Son, Inc. includes institutional, retail, and individual investors. Major institutional shareholders include BlackRock, Inc., Thrivent Financial For Lutherans, and Vanguard Group Inc. Key individual insiders with substantial holdings include Jasper Brian Sanfilippo Jr., who is noted as the largest individual shareholder.