J&J Snack Foods Corp. (JJSF) Stock Price & Analysis
J&J Snack Foods Corp. (JJSF) is trading at USD 83.64, down 1.48% today, as of October 23, 2026 at 14:19 UTC (US market open; quotes may be delayed), according to Nexqual market data.
JJSF last closed at USD 84.9; today's session has ranged USD 83.64–86.06 on volume of 11,597 shares. Market capitalization is $1.56B, with a 52-week range of USD 68.87–98.63 (NMS). Source: Nexqual, retrieved October 23, 2026 at 14:20 UTC.
Also available as compact Markdown for AI agents: nexqual.com/JJSF.md
Key facts (JJSF)
- Last four reported quarters (through Jun 27, 2026): revenue $1.52B, net income $49.3M (3.2% margin), free cash flow $92.0M (SEC filings).
- Valuation: P/E 31.7x (avg 35.8x at the last 3 fiscal year-ends), EV/EBITDA 11.3x, net cash $35.1M.
- 1 of 80 tracked superinvestors hold JJSF (13F, Q2 2026): 1 new, 0 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (3 analysts), mean target USD 110.5 (range 101–120).
- Total return with dividends: 1Y -5.8% vs S&P 500 +14.4%; 5Y -36.2% vs S&P 500 +77.0%.
- Next earnings: 2026-11-17, EPS estimate USD 1.25, revenue estimate $398M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (JJSF)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.14B | $1.38B | $1.56B | $1.57B | $1.58B | $1.52B |
| Gross profit | $299M | $370M | $470M | $486M | $470M | — |
| Operating income | $71.2M | $61.8M | $110M | $118M | $84.3M | $60.2M |
| Net income | $55.6M | $47.2M | $78.9M | $86.6M | $65.6M | $49.3M |
| EPS (diluted) | $2.91 | $2.46 | $4.08 | $4.45 | $3.36 | — |
| Free cash flow | $47.9M | -$61.2M | $67.5M | $99.5M | $82.3M | $92.0M |
| Gross margin | 26.1% | 26.8% | 30.1% | 30.9% | 29.7% | — |
| Operating margin | 6.2% | 4.5% | 7.0% | 7.5% | 5.3% | 3.9% |
| Net margin | 4.9% | 3.4% | 5.1% | 5.5% | 4.1% | 3.2% |
| Revenue growth | +12.0% | +20.6% | +12.9% | +1.0% | +0.5% | — |
| Cash + short-term investments | $283M | $35.2M | $49.6M | $73.4M | $106M | — |
| Total debt | $0K | $55.0M | $27.0M | $0K | $0K | — |
Fiscal years end Sep. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 27, 2026) (JJSF)
P/E 31.7x · P/S 1.0x · EV/EBITDA 11.3x · EV/Sales 1.0x · P/FCF 17.0x · P/B 1.8x · FCF yield 5.89% · Earnings yield 3.15% · Dividend yield (paid, TTM) 3.90% · Buyback yield (TTM) 4.97% · Net cash $35.1M · EV $1.53B
P/E at fiscal year-ends: Sep 2025 28.6x, Sep 2024 38.7x, Sep 2023 40.1x.
Superinvestors (SEC 13F-HR, Q2 2026) (JJSF)
1 of 80 tracked investors hold JJSF. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Lee Ainslie | Maverick Capital | 0.03% | $3.7M | New position |
Analysts (JJSF)
Consensus Buy (mean 2.00 on a 1–5 scale), 3 analysts; mean target USD 110.5 (low 101, high 120).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-06 | Jefferies | Upgrade | Hold → Buy | $81 → $101 |
Total return (dividends reinvested) (JJSF)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | -5.8% | -36.2% |
| S&P 500 (SPY) | +14.4% | +77.0% |
| Per year | -5.8% | -8.6% |
| Volatility (annualized) | 34.8% | 29.8% |
| Max drawdown | -28.3% (Jan 2026→May 2026) | -57.9% (Nov 2024→May 2026) |
JJSF revenue by business segment (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Food Service | $254.3M | 59.7% | -8.3% |
| Frozen Beverages | $106.7M | 25.1% | -5.8% |
| Retail Supermarket | $64.9M | 15.2% | +1.7% |
| Total revenue | $426.0M | 100% | — |
JJSF revenue by product line (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Product | $254.3M | 59.7% | -8.3% |
| Repair & Maintenance Service | $21.0M | 4.9% | -13.8% |
| Machine Sales | $9.6M | 2.3% | -43.2% |
| Other Products | $847,000 | 0.2% | -6.4% |
| Total revenue | $426.0M | 100% | — |
JJSF revenue by region (quarter ended Jun 27, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $401.3M | 94.2% | -6.7% |
| Non Us | $24.7M | 5.8% | +2.1% |
| Total revenue | $426.0M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
JJSF suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Related party | NFI Industries | “We have related party expenses for distribution and shipping related costs with NFI Industries, Inc. and its affiliated entities ("NFI").” |
Quoted from the company's 10-K filed Nov 26, 2025.
JJSF customer concentration
In the period ended Sep 27, 2025, a single direct customer accounted for 10% of revenue, per the company's 10-K filed Nov 26, 2025. The company does not name it.
JJSF company outlook (results filed Aug 5, 2026)
- “Conference Call J&J Snack Foods Corp. will host a conference call to discuss results and business outlook today, August 5, 2026, at 10:00 a.m.”
Quoted word-for-word from the SEC 8-K results press release.
JJSF analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.25 | $1.39 | -9.9% | $397.8M | 3 |
| Next quarter (ends Dec 2026) | — | — | — | $0 | — |
| Current fiscal year (ends Sep 2026) | $3.93 | $3.91 | +0.6% | $1.51B | 3 |
| Next fiscal year (ends Sep 2027) | $4.14 | $4.33 | -4.5% | $1.54B | 3 |
JJSF options: expected move
Options price a move of about ±8.7% (±$7.43) by Nov 20, 2026, which includes earnings on Nov 17, 2026. Over the last 8 reports the stock moved ±9.8% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 38.9% | ±8.7% |
| Dec 18, 2026 | 56 | 32.1% | ±10.4% |
| Feb 19, 2027 | 119 | 32.1% | ±14.5% |
| May 21, 2027 | 210 | 32.2% | ±19.2% |
30-day implied volatility 37.7% vs 25.4% realized over the last 30 trading days. Put/call ratio (volume) 0. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 14:20 UTC)
| Price | USD 83.64 |
|---|---|
| Change | ▼ 1.48% (down) |
| Previous Close | USD 84.9 |
| Open | USD 84.31 |
| Day Range | USD 83.64 – 86.06 |
| 52-Week Range | USD 68.87 – 98.63 |
| Volume | 11,597 shares |
| Market Cap | $1.56B |
| Exchange | NMS |
Technical Analysis (JJSF)
Nexqual's technical model rates JJSF "STRONG BUY" based on 5 bullish and 0 bearish signals across 128 daily candles, as of October 23, 2026 at 14:20 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 59.12 (neutral) |
| vs SMA50 | Above (USD 82.55) |
| MACD | 0.44 (positive) |
Analyst Ratings (JJSF)
Wall Street analysts rate JJSF "Buy" based on 3 analysts, with a mean price target of USD 110.5 (range USD 101–120), per Nexqual as of October 23, 2026 at 14:20 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 3 |
| Mean Target | USD 110.5 |
| High Target | USD 120 |
| Low Target | USD 101 |
| Buy / Hold / Sell | 3 / 0 / 0 |
Earnings (JJSF)
| Next Earnings Date | 2026-11-17 |
|---|---|
| EPS Estimate | USD 1.25 |
| Revenue Estimate | $397.82M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.96 vs est 1.7 ▲ beat |
| 2026-03-31 | USD 0.4 vs est 0.39 ▲ beat |
| 2025-12-31 | USD 0.33 vs est 0.36 ▼ miss |
| 2025-09-30 | USD 1.58 vs est 1.24 ▲ beat |
Source: Nexqual, October 23, 2026 at 14:20 UTC.
Financials & Fundamentals (JJSF)
| Total Revenue | $1.52B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -6.20% |
| Gross Margin | +30.27% |
| Operating Margin | +10.83% |
| Profit Margin | +3.23% |
| ROE | +5.29% |
| Debt / Equity | 0.22 |
| Current Ratio | 2.34 |
| Total Cash | $63.10M |
| Total Debt | $191.91M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $92.00M (6.0% of revenue) |
Source: Nexqual, October 23, 2026 at 14:20 UTC.
Financial Health Score (JJSF)
Nexqual rates J&J Snack Foods Corp.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 14:20 UTC.
| Growth | Mixed — Revenue +0.5% YoY (annual), slow |
|---|---|
| Profitability | Solid — Gross margin 30%, operating 11% (last 12 months) |
| Balance Sheet | Strong — $63M cash and investments vs $28M debt (Jun 2026, SEC), net cash |
| Cash Flow | Solid — FCF $92M (last 4 quarters to Jun 2026, SEC), 6% margin |
| Efficiency | Mixed — ROE 5%, ROA 3.6% |
Ownership (JJSF)
| Insider Ownership | +22.32% |
|---|---|
| Institutional Ownership | +79.55% |
| Shares Outstanding | 18.68M |
| Float | 14.75M |
| Short % of Float | +13.76% |
Source: Nexqual, October 23, 2026 at 14:20 UTC.
Leadership (JJSF)
J&J Snack Foods Corp. is led by Daniel J. Fachner, President, CEO & Chairman, per Nexqual as of October 23, 2026 at 14:20 UTC.
| President, CEO & Chairman | Daniel J. Fachner |
|---|---|
| Senior VP & CFO | Shawn C. Munsell |
| Executive Vice President of Operations | Stephen J. Every |
| Senior VP & Chief Marketing Officer | Lynwood M. Mallard |
| Vice President of Human Resources | Mary Lou Kehoe |
Major Backers & Investors (JJSF)
Notable institutional backers of J&J Snack Foods Corp. include Allspring Global Investments Holdings, LLC, ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund, American Century ETF Trust-Avantis U.S. Small Cap Value ETF, according to Nexqual as of October 23, 2026 at 14:20 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Allspring Global Investments Holdings, LLC | 7.14% |
| ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund | 3.13% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 2.27% |
| Deprince, Race & Zollo, Inc. | 1.96% |
| Invesco | 1.72% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 12.77% |
| Vanguard Group | 9.06% |
| Dimensional Fund Advisors | 3.69% |
| State Street | 3.33% |
| Geode Capital | 2.2% |
Source: Nexqual, October 23, 2026 at 14:20 UTC.
From J&J Snack Foods Corp.'s Latest SEC 10-K Filing (filed 2025-11-26)
Key Strengths & Strategy (as disclosed to the SEC)
- We believe we are the largest manufacturer of soft pretzels in the United States.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| INGR | Ingredion Incorporated | USD 96.07 | ▼ 1.14% |
| CPB | The Campbell's Company | USD 20.68 | ▼ 2.73% |
| PPC | Pilgrim's Pride Corporation | USD 27.52 | ▼ 2.05% |
| CAG | ConAgra Brands, Inc. | USD 14.96 | ▼ 0.73% |
| SFD | Smithfield Foods, Inc. | USD 18.49 | ▼ 1.73% |
| LW | Lamb Weston Holdings, Inc. | USD 54.72 | ▼ 0.83% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 14:20 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt