JBSSNasdaqSugar & Confectionery ProductsFiscal year ends June 28
SANFILIPPO JOHN B & SON INC
Financials through Q4 FY2026, quarter ended Jun 25, 2026Last filing: 10-K on Aug 19, 2026
$65.73−1.03 (-1.54%)
Close on Oct 19, 2026
- Market cap
- $777.23M
- P/E (TTM)
- 12.5
- Dividend yield
- 6.09%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
73.1%
9M of 12M shares
Institutional holders
211
27 new, 26 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $1.45M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Thrivent Financial For Lutherans | 820,904 | 9.10% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 1,283,260 | 14.00% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of JBSS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,492,212 | 12.76% | $128.32M | +76,602 | 0.00% |
| Thrivent Financial for Lutherans | 814,504 | 6.97% | $70.04K | −6,043 | 0.12% |
| Vanguard Portfolio Management LLC | 370,885 | 3.17% | $31.89M | +53,251 | 0.00% |
| State Street Corp | 364,871 | 3.12% | $31.38M | +17,503 | 0.00% |
| Vanguard Capital Management LLC | 342,213 | 2.93% | $29.43M | −38,327 | 0.00% |
| Dimensional Fund Advisors LP | 338,753 | 2.90% | $29.13M | +25,951 | 0.01% |
| American Century Companies Inc | 279,912 | 2.39% | $24.07M | +134,847 | 0.01% |
| Deutsche Bank AG\ | 258,897 | 2.21% | $22.26M | +1,182 | 0.01% |
| Geode Capital Management, LLC | 224,084 | 1.92% | $19.27M | +15,017 | 0.00% |
| Gamco Investors, Inc. Et Al | 186,525 | 1.60% | $16.04M | −5,500 | 0.14% |
| Goldman Sachs Group Inc | 178,549 | 1.53% | $15.35M | +78,504 | 0.00% |
| Two Sigma Investments, LP | 176,288 | 1.51% | $15.16M | −64,860 | 0.01% |
| Ameriprise Financial Inc | 163,003 | 1.39% | $14.02M | +15,874 | 0.00% |
| Charles Schwab Investment Management Inc | 156,384 | 1.34% | $13.45M | −17,619 | 0.00% |
| Renaissance Technologies LLC | 152,845 | 1.31% | $13.14M | −32,500 | 0.02% |
| Hotchkis & Wiley Capital Management LLC | 139,217 | 1.19% | $11.97M | +1,470 | 0.03% |
| Hunter Perkins Capital Management, LLC | 122,189 | 1.04% | $10.51K | −670 | 2.36% |
| Royce & Associates LP | 122,000 | 1.04% | $10.49M | −61,161 | 0.08% |
| Morgan Stanley | 106,405 | 0.91% | $9.15M | −19,647 | 0.00% |
| Bank of New York Mellon Corp | 105,634 | 0.90% | $9.08M | +4,408 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 211 | 9M | 73.1% | 27 / 82 | 60 / 26 | 1M | 1M |
| Q1 2026 | 215 | 8M | 71.6% | 35 / 84 | 53 / 26 | 1M | 1M |
| Q4 2025 | 209 | 8M | 71.4% | 31 / 65 | 84 / 20 | 1M | 1M |
| Q3 2025 | 204 | 8M | 71.9% | 31 / 73 | 65 / 15 | 1M | 1M |
| Q2 2025 | 189 | 8M | 72.5% | 23 / 77 | 58 / 24 | 1M | 1M |
| Q1 2025 | 191 | 8M | 70.8% | 23 / 55 | 86 / 31 | 1M | 1M |
| Q4 2024 | 200 | 8M | 71.1% | 31 / 72 | 69 / 30 | 1M | 1M |
| Q3 2024 | 202 | 8M | 71.1% | 36 / 58 | 77 / 19 | 2M | 1M |
| Q2 2024 | 187 | 8M | 72.2% | 29 / 58 | 63 / 23 | 0M | 1M |
| Q1 2024 | 182 | 9M | 74.7% | 18 / 54 | 68 / 13 | 1M | 0M |
| Q4 2023 | 178 | 8M | 72.4% | 23 / 53 | 69 / 25 | 1M | 0M |
| Q3 2023 | 182 | 8M | 68.7% | 21 / 64 | 68 / 26 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of JBSS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Thrivent Small Cap Stock Fund | 572,348 | 4.89% | $47.37M | 1.63% | Jul 31, 2026 |
| iShares Core S&P Small-Cap ETF | 547,860 | 4.69% | $47.11M | 0.04% | Jun 30, 2026 |
| DWS Small Cap Core Fund | 250,000 | 2.14% | $21.50M | 1.85% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 230,298 | 1.97% | $19.80M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 209,145 | 1.79% | $17.98M | 0.02% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 196,854 | 1.68% | $14.75M | 0.05% | May 31, 2026 |
| Thrivent Small Cap Stock Portfolio | 188,120 | 1.61% | $16.18M | 1.59% | Jun 30, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 125,000 | 1.07% | $10.75M | 0.24% | Jun 30, 2026 |
| Royce Small-Cap Special Equity Fund | 122,000 | 1.04% | $10.49M | 2.19% | Jun 30, 2026 |
| Vanguard Consumer Staples Index Fund | 106,388 | 0.91% | $7.97M | 0.09% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 103,813 | 0.89% | $8.93M | 0.01% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 95,550 | 0.82% | $7.91M | 0.32% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 88,660 | 0.76% | $7.34M | 0.02% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 83,113 | 0.71% | $7.15M | 0.04% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 77,878 | 0.67% | $6.70M | 0.08% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jasper Brian Sanfilippo Jr | COO, President, Director, 10% owner | 430,246 | 3.68% | Aug 19, 2026 |
| Jeffrey T. Sanfilippo | Chief Executive Officer, Director, 10% owner | 402,540 | 3.44% | Aug 19, 2026 |
| Julia A. Pronitcheva | SVP Human Resources | 10,936 | 0.09% | Aug 19, 2026 |
| Michael J. Finn | VP, Corporate Controller | 6,776 | 0.06% | Aug 19, 2026 |
| Frank S. Pellegrino | CFO & EVP, Finance and Admin | 37,882 | 0.32% | Aug 19, 2026 |
| Gina M. Lakatos | VP, General Counsel, Secretary | 3,335 | 0.03% | Nov 21, 2024 |
| Lisa Sanfilippo | Director, 10% owner | 351,017 | 3.00% | Apr 8, 2026 |
| John E. Sanfilippo | Director, 10% owner | 429,340 | 3.67% | Apr 8, 2026 |
| James J. Sanfilippo | Director, 10% owner | 253,901 | 2.17% | Apr 8, 2026 |
| James A. Valentine | Director | 17,330 | 0.15% | Nov 18, 2025 |
| Pamela Forbes Lieberman | Director | 6,870 | 0.06% | Nov 13, 2025 |
| Michael J. Valentine | Director, 10% owner | 882,492 | 7.55% | Nov 13, 2025 |
| Ellen Taaffe | Director | 12,857 | 0.11% | Nov 13, 2025 |
| Mercedes Romero | Director | 5,841 | 0.05% | Nov 13, 2025 |
| Family 2017 Generation Skipping Trust Sanfilippo | 10% owner | 989,233 | 8.46% | Jul 25, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Frank S. Pellegrino CFO & EVP, Finance and Admin | Aug 18, 2026 | Award | +2,584 | – | – | 37,882 |
| Jeffrey T. Sanfilippo Chief Executive Officer, Director, 10% owner | Aug 18, 2026 | Award | +4,698 | – | – | 45,195 |
| Michael J. Finn VP, Corporate Controller | Aug 18, 2026 | Award | +517 | – | – | 6,776 |
| Jasper Brian Sanfilippo Jr COO, President, Director, 10% owner | Aug 18, 2026 | Award | +4,698 | – | – | 33,746 |
| Julia A. Pronitcheva SVP Human Resources | Aug 18, 2026 | Award | +986 | – | – | 10,936 |
| John E. Sanfilippo Director, 10% owner | Apr 6, 2026 | Other | +125,000 | – | – | 294,569 |
| Lisa Sanfilippo Director, 10% owner | Apr 6, 2026 | Other | +125,000 | – | – | 259,968 |
| Jeffrey T. Sanfilippo Chief Executive Officer, Director, 10% owner | Apr 6, 2026 | Other | +125,000 | – | – | 252,710 |
| Jasper Brian Sanfilippo Jr COO, President, Director, 10% owner | Apr 6, 2026 | Other | +125,000 | – | – | 294,570 |
| Jasper Brian Sanfilippo Jr COO, President, Director, 10% owner | Apr 6, 2026 | Other | −500,000 | – | – | 0 |
| James J. Sanfilippo Director, 10% owner | Apr 6, 2026 | Other | −500,000 | – | – | 0 |
| Jeffrey T. Sanfilippo Chief Executive Officer, Director, 10% owner | Mar 2, 2026 | Sale(10b5-1 plan) | −7,212 | $80.08 | $577.54K | 40,497 |
| James J. Sanfilippo Director, 10% owner | Mar 2, 2026 | Sale(10b5-1 plan) | −1,268 | $80.63 | $102.24K | 1,536 |
| Jasper Brian Sanfilippo Jr COO, President, Director, 10% owner | Mar 2, 2026 | Sale(10b5-1 plan) | −7,212 | $80.97 | $583.96K | 29,048 |
| Lisa Sanfilippo Director, 10% owner | Mar 2, 2026 | Sale(10b5-1 plan) | −2,272 | $81.43 | $185.01K | 1,536 |
| Jasper Brian Sanfilippo Jr COO, President, Director, 10% owner | Feb 25, 2026 | Other | +72,847 | – | – | 169,570 |
| Jasper Brian Sanfilippo Jr COO, President, Director, 10% owner | Feb 25, 2026 | Other | −489,233 | – | – | 500,000 |
| Jeffrey T. Sanfilippo Chief Executive Officer, Director, 10% owner | Feb 25, 2026 | Other | +72,847 | – | – | 127,710 |
| John E. Sanfilippo Director, 10% owner | Feb 25, 2026 | Other | +72,846 | – | – | 169,569 |
| Lisa Sanfilippo Director, 10% owner | Feb 25, 2026 | Other | +72,847 | – | – | 134,968 |
| James J. Sanfilippo Director, 10% owner | Feb 25, 2026 | Other | +197,846 | – | – | 247,846 |
| James J. Sanfilippo Director, 10% owner | Feb 25, 2026 | Other | −489,233 | – | – | 500,000 |
| Julia A. Pronitcheva SVP Human Resources | Feb 10, 2026 | Other | −100 | – | – | 9,950 |
| John E. Sanfilippo Director, 10% owner | Feb 9, 2026 | Other | −335 | – | – | 0 |
| Jeffrey T. Sanfilippo Chief Executive Officer, Director, 10% owner | Feb 6, 2026 | Award | +11,449 | – | – | 47,709 |
| James A. Valentine Director | Nov 17, 2025 | Tax withholding | −355 | $68.07 | $24.16K | 16,980 |
| Julia A. Pronitcheva SVP Human Resources | Nov 17, 2025 | Tax withholding | −485 | $68.07 | $33.01K | 10,050 |
| Michael J. Finn VP, Corporate Controller | Nov 17, 2025 | Tax withholding | −355 | $68.07 | $24.16K | 6,259 |
| Ellen Taaffe Director | Nov 12, 2025 | Award | +1,536 | – | – | 12,857 |
| Michael J. Finn VP, Corporate Controller | Nov 12, 2025 | Award | +1,300 | – | – | 6,614 |
| James J. Sanfilippo Director, 10% owner | Nov 12, 2025 | Award | +1,536 | – | – | 2,804 |
| James A. Valentine Director | Nov 12, 2025 | Award | +1,625 | – | – | 17,335 |
| Frank S. Pellegrino CFO & EVP, Finance and Admin | Nov 12, 2025 | Award | +6,500 | – | – | 35,298 |
| Jasper Brian Sanfilippo Jr COO, President, Director, 10% owner | Nov 12, 2025 | Award | +11,819 | – | – | 36,260 |
| Mercedes Romero Director | Nov 12, 2025 | Award | +1,536 | – | – | 5,841 |
| Michael J. Valentine Director, 10% owner | Nov 12, 2025 | Award | +1,536 | – | – | 53,562 |
| Lisa Sanfilippo Director, 10% owner | Nov 12, 2025 | Award | +1,536 | – | – | 3,808 |
| John E. Sanfilippo Director, 10% owner | Nov 12, 2025 | Award | +1,536 | – | – | 6,870 |
| Jeffrey T. Sanfilippo Chief Executive Officer, Director, 10% owner | Nov 12, 2025 | Award | +11,819 | – | – | 36,260 |
| Pamela Forbes Lieberman Director | Nov 12, 2025 | Award | +1,536 | – | – | 6,870 |
| Julia A. Pronitcheva SVP Human Resources | Nov 12, 2025 | Award | +2,482 | – | – | 10,535 |
| Jeffrey T. Sanfilippo Chief Executive Officer, Director, 10% owner | Jul 24, 2025 | Other | +50,000 | – | – | 54,863 |
| James J. Sanfilippo Director, 10% owner | Jul 24, 2025 | Other | +50,000 | – | – | 50,000 |
| James J. Sanfilippo Director, 10% owner | Jul 24, 2025 | Other | −250,000 | – | – | 989,233 |
| Family 2017 Generation Skipping Trust Sanfilippo 10% owner | Jul 24, 2025 | Other | −250,000 | – | – | 989,233 |
| Jasper Brian Sanfilippo Jr COO, President, Director, 10% owner | Jul 24, 2025 | Other | +50,000 | – | – | 96,723 |
| Jasper Brian Sanfilippo Jr COO, President, Director, 10% owner | Jul 24, 2025 | Other | −250,000 | – | – | 989,233 |
| John E. Sanfilippo Director, 10% owner | Jul 24, 2025 | Other | +50,000 | – | – | 96,723 |
| Lisa Sanfilippo Director, 10% owner | Jul 24, 2025 | Other | +50,000 | – | – | 62,121 |
| Jasper Brian Sanfilippo Jr COO, President, Director, 10% owner | Feb 20, 2025 | Other | +46,723 | – | – | 46,723 |
| Jasper Brian Sanfilippo Jr COO, President, Director, 10% owner | Feb 20, 2025 | Other | −110,430 | – | – | 1,239,233 |
| Lisa Sanfilippo Director, 10% owner | Feb 20, 2025 | Other | +12,121 | – | – | 12,121 |
| Family 2017 Generation Skipping Trust Sanfilippo 10% owner | Feb 20, 2025 | Other | −110,430 | – | – | 1,239,233 |
| John E. Sanfilippo Director, 10% owner | Feb 20, 2025 | Other | +46,723 | – | – | 46,723 |
| James J. Sanfilippo Director, 10% owner | Feb 20, 2025 | Other | −110,430 | – | – | 1,239,233 |
| Jeffrey T. Sanfilippo Chief Executive Officer, Director, 10% owner | Feb 20, 2025 | Other | +4,863 | – | – | 4,863 |
| James J. Sanfilippo Director, 10% owner | Feb 11, 2025 | Sale(10b5-1 plan) | −1,004 | $70.67 | $70.95K | 1,268 |
| Lisa Sanfilippo Director, 10% owner | Jan 17, 2025 | Sale(10b5-1 plan) | −2,471 | $90.04 | $222.49K | 2,272 |
| Jeffrey T. Sanfilippo Chief Executive Officer, Director, 10% owner | Jan 16, 2025 | Sale(10b5-1 plan) | −5,158 | $90.00 | $464.22K | 24,441 |
| Jasper Brian Sanfilippo Jr COO, President, Director, 10% owner | Jan 16, 2025 | Sale(10b5-1 plan) | −5,158 | $90.00 | $464.22K | 24,441 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lisa Sanfilippo Owner, Director | Mar 2, 2026 | 2,272 | $156.54K | Mar 2, 2026 | Vesting of RSU Equity Grant from John B. Sanfilippo & Son, Inc. as part of their 2023 Onnibus Incentive Plan |
| Jasper Brian Sanfilippo Jr. Owner, Officer, Director | Mar 2, 2026 | 7,212 | $496.91K | Mar 2, 2026 | Vesting of RSU Equity Grant from John B. Sanfilippo & Son, Inc. as part of the 2014 Omnibus Incentive Plan |
| James J. Sanfilippo Owner, Director | Mar 2, 2026 | 1,268 | $87.37K | Mar 2, 2026 | Vesting of RSU Equity Grant from John B. Sanfilippo & Son, Inc. as part of their 2023 Omnibus Incentive Plan |
| Jeffrey T. Sanfilippo Owner, Officer, Director | Mar 2, 2026 | 7,212 | $496.91K | Mar 2, 2026 | Vesting of RSU Equity Grant from John B. Sanfilippo & Son, Inc. as part of 2014 Omnibus Incentive Plan |
| James J. Sanfilippo Director | Feb 11, 2025 | 1,004 | $69.83K | Feb 11, 2025 | Vesting of Restricted Stock Units |
| Lisa Sanfilippo Director | Dec 18, 2024 | 2,471 | $223.39K | Dec 18, 2024 | Vesting of RSU Equity Grant as part of 2014 Omnibus Incentive Plan |
| Jeffrey T. Sanfilippo Officer | Dec 18, 2024 | 5,158 | $464.22K | Dec 18, 2024 | Vesting of RSU Equity Grant as part of 2014 Omnibus Incentive Plan |
| Jasper Brian Sanfilippo Jr Officer | Dec 18, 2024 | 5,158 | $464.22K | Dec 18, 2024 | Vesting of RSU Equity Grant as part of 2014 Omnibus Incentive Plan |
| Jeffrey T. Sanfilippo Officer | Dec 26, 2023 | 5,212 | $502.23K | Dec 26, 2023 | Vesting of RSU under part of 2014 Omnibus Incentive Plan |
| Jasper Brian Sanfilippo Jr Officer | Dec 26, 2023 | 5,212 | $502.23K | Dec 26, 2023 | Vesting of RSU rights under 2014 Omnibus Incentive plan |
| James J. Sanfilippo Officer | Dec 26, 2023 | 1,070 | $113.71K | Dec 26, 2023 | RSU |
| Ellen Taaffe Director | Dec 20, 2023 | 1,070 | $112.83K | Dec 20, 2023 | Stock Award |