← BackSANFILIPPO JOHN B & SON INC · Sugar & Confectionery ProductsJBSS
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The short versionA profitable company with steady sales. Institutions are adding.
Going well
- Raised its dividend (5.9% yield)
- Profitable every year for 9 years
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 3.5% to their holdings in the quarter ending June 2026 (107 bought, 85 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$67.27+0.4% that day
- Company value
- $792M
- Share price times all shares
- Price vs profit (P/E)
- 12.8x
- You pay about $13 for each $1 of yearly profit
- Price vs sales
- 0.67x
- Company value is 0.67 times a year of sales
- Dividend yield
- 5.9%
- Yearly dividend as a share of today's price
- Cash vs value
- 0%
- Cash as a share of company value
- Debt vs value
- 4%
- Debt as a share of company value
From JBSS's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26 (worked out from yearly totals)$280.4M+4.2% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $1.2B, up 6.2% from the 12 months before. Over 5 years, sales grew about 6.5% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.17.8%
- PassDebt under half of equityNot relying on borrowed money.0.08x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.5.3%
- PassProfitable every yearSteady profits, not one good year.9 of 9 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$35.7M
- MissShare count not growingNot diluting owners. Falling means buybacks.+1.2% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.18.0%
- Revenue
- $1.2B
- +6.2% vs prior year
- 5-year growth
- +6.5%/yr
- revenue, per year
- Total debt
- $28.8M
- 0.08x equity
- Current ratio
- 2.27x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 25, 2026- Revenue
- $280.4M
- +4.2% YoY
- EPS
- $0.71
- vs $1.16
- Op. margin
- 4.4%
- -3.1 pts
- Gross margin
- 15.7%
- -2.4 pts
- Free cash flow
- $9.9M
Some values are worked out from year-to-date totals in the annual report.
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 1.0
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+3.5%Institutions added 3.5% to their holdings. 107 bought, 85 sold.
Shares held by institutions8.5M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+0.4%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.1x · $43.6M debtShares outstandingLatest reported
8MNext reportIn 1 days (est.)Estimated from the same quarter last year
- Results filedAug 19
- Results filedApr 29
- Results filedJan 29
- Results filedOct 29, 2025
- Results filedAug 20, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
DEFA14AOct 20 · Form DEFA14A ↗Leadership changeOct 2 · Form 8-K ↗ARSSep 17 · Form ARS ↗Proxy statementSep 14 · Form DEF 14A ↗DEFA14ASep 14 · Form DEFA14A ↗Investor disclosureAug 25 · Form 8-K ↗Earnings resultsAug 19 · Form 8-K ↗Annual reportAug 19 · Form 10-K ↗Stock awardMichael J FinnVP, Corporate Controller
517 shares
- +8% of holdings
- Now owns 6,776 shares
- Filed 1 day after trade
Stock awardJeffrey T SanfilippoChief Executive Officer, Director, 10% owner
4,698 shares
- +12% of holdings
- Now owns 45,195 shares
- Filed 1 day after trade
Stock awardJulia A PronitchevaSVP Human Resources
986 shares
- +10% of holdings
- Now owns 10,936 shares
- Filed 1 day after trade
Stock awardFrank S PellegrinoCFO & EVP, Finance and Admin
2,584 shares
- +7% of holdings
- Now owns 37,882 shares
- Filed 1 day after trade
Stock awardJasper Brian Jr SanfilippoCOO, President, Director, 10% owner
4,698 shares
- +16% of holdings
- Now owns 33,746 shares
- Filed 1 day after trade
Leadership changeJul 16 · Form 8-K ↗Other company newsJul 15 · Form 8-K ↗