John B. Sanfilippo & Son
Fourth-generation family nut processor selling owned and private-label brands nationwide.
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Profile
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
Categories
Key statistics
Year to date +6.9% · Average volume (30d) 149.8K
Analysts
No analyst consensus on record.
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 19, 2026Q4 FY26 | $1.17 | $0.71 | −39.3% | $274.9M | $280.4M | +2.0% | −6.81% |
| Apr 29, 2026Q3 FY26 | $1.16 | $1.43 | +23.3% | $260.8M | $281.8M | +8.0% | +6.73% |
| Jan 29, 2026Q2 FY26 | $1.36 | $1.53 | +12.5% | $313.4M | $314.8M | +0.4% | +7.07% |
| Oct 29, 2025Q1 FY26 | $1.28 | $1.59 | +24.2% | $273.9M | $298.7M | +9.0% | +15.26% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $260.9M | $269.1M | $298.7M | $314.8M | $281.8M | $280.4M | |
| Gross profit | $55.9M | $48.8M | $54.1M | $59.2M | $53.8M | $44.1M | |
| Operating income | $28.2M | $20.1M | $27.0M | $26.0M | $23.2M | $10.8M | |
| Net income | $20.2M | $13.5M | $18.7M | $18.0M | $16.8M | $8.4M | |
| Diluted EPS | $1.72 | $1.15 | $1.60 | $1.53 | $1.43 | $0.70 | |
| Gross margin | 21.4% | 18.1% | 18.1% | 18.8% | 19.1% | 15.7% | |
| Operating margin | 10.8% | 7.5% | 9.0% | 8.3% | 8.2% | 3.8% |
Fiscal years (4-quarter sums)FY22 $955.9M · FY23 $999.7M · FY24 $1.07B · FY25 $1.11B · FY26 $1.18B
Balance sheet, Jun 25, 2026Cash & short-term investments $1.1M · Total debt $109.3M · Total assets $658.6M · Shareholders' equity $379.9M
Dividends
To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 17, 2026 | Aug 17 | Sep 9 | $2.00 | |
| Apr 27, 2026 | Apr 27 | May 21 | $1.50 | special dividend |
| Dec 1, 2025 | Dec 1 | Dec 30 | $1.00 | special dividend |
| Aug 19, 2025 | Aug 19 | Sep 11 | $1.50 | special dividend |
| Aug 20, 2024 | Aug 20 | Sep 11 | $2.10 | special dividend |
| May 31, 2024 | May 31 | Jun 20 | $1.00 | special dividend |
| Aug 21, 2023 | Aug 22 | Sep 13 | $2.00 | special dividend |
| May 31, 2023 | Jun 1 | Jun 22 | $1.50 | special dividend |
Ownership
Shares outstanding 11.69M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.49M | 12.77% | 13F | Aug 7, 2026 |
| Sanfilippo Family 2017 Generation Skipping Trust · 10 percent owner | 989.2K | 8.46% | Form 4 | Jul 25, 2025 |
| Thrivent Financial for Lutherans | 814.5K | 6.97% | 13F | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 370.9K | 3.17% | 13F | Aug 13, 2026 |
| State Street Corp | 364.9K | 3.12% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 2, 2026 | Lisa Sanfilippo | director, 10 percent owner: | −2,272 | $81.43 |
| Mar 2, 2026 | Jasper Brian Jr Sanfilippo | director, 10 percent owner, officer: COO, President | −7,212 | $80.97 |
| Mar 2, 2026 | Jeffrey T. Sanfilippo | director, 10 percent owner, officer: Chief Executive Officer | −7,212 | $80.08 |
| Mar 2, 2026 | James J. Sanfilippo | director, 10 percent owner: | −1,268 | $80.63 |
Peers
- 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.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| John B. Sanfilippo & Son | $74.66 | +0.13% | $872.7M | 14.2 | 12.9 | 0.7 | +4.2% |
| Hershey | $179.10 | +0.03% | $36.31B | 24.5 | 19.4 | 3.0 | +6.6% |
| Post | $84.16 | −1.37% | $3.87B | 15.7 | 12.1 | 0.5 | −1.8% |
| Simply Good Foods | $10.90 | −0.27% | $966.7M | — | 6.5 | 0.7 | −6.3% |
| General Mills | $41.13 | −1.02% | $22.18B | — | 13.7 | 1.2 | +1.2% |
| Mondelez International | $62.76 | +0.66% | $79.59B | 23.0 | 19.3 | 2.0 | +4.1% |
| B&G Foods | $3.51 | −0.28% | $285.7M | — | 7.2 | 0.2 | −9.7% |
| Median | 23.0 | 12.9 | 0.9 | −0.3% |