John B. Sanfilippo & Son (JBSS) reported fiscal 2026 fourth-quarter net sales of $280.4 million, up 4.2% from the prior-year quarter, while net income fell to $8.4 million from $13.5 million.
Diluted earnings per share declined 38.3% to $0.71. For fiscal 2026, net sales rose 6.2% to $1.18 billion and diluted EPS increased 4.6% to $5.26.
- Fourth-quarter sales volume increased 1.4% to 87.4 million pounds.
- Fourth-quarter gross profit declined 9.5% to $44.1 million, with gross margin at 15.7%.
- Full-year net income increased to $61.9 million from $58.9 million.
- CEO Jeffrey T. Sanfilippo said he will step down as CEO in October and become executive chairman; Jasper Sanfilippo will succeed him as CEO.
- The company declared an annual dividend of $0.95 per share and a special dividend of $1.05 per share, both payable September 9, 2026.
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$JBSS Hedge Fund Activity
We have seen 111 institutional investors add shares of $JBSS stock to their portfolio, and 102 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 156,384 shares (+inf%) to their portfolio in Q2 2026, for an estimated $13,447,460
- AMERICAN CENTURY COMPANIES INC added 134,847 shares (+93.0%) to their portfolio in Q2 2026, for an estimated $11,595,493
- VICTORY CAPITAL MANAGEMENT INC removed 117,505 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $10,104,254
- GOLDMAN SACHS GROUP INC added 78,504 shares (+78.5%) to their portfolio in Q2 2026, for an estimated $6,750,558
- BLACKROCK, INC. added 76,602 shares (+5.4%) to their portfolio in Q2 2026, for an estimated $6,587,005
- INVENOMIC CAPITAL MANAGEMENT LP removed 73,886 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $6,353,457
- MILLENNIUM MANAGEMENT LLC added 68,415 shares (+386.6%) to their portfolio in Q2 2026, for an estimated $5,883,005
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
