Ratings by JPMorgan (Thomas Palmer)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
10/16/2026 Mondelez International MDLZ Maintain Overweight
(Overweight)
 
 
  Details
10/15/2026 Hershey HSY Maintain Neutral
(Neutral)
 
 
  Details
10/15/2026 Albertsons Companies Inc. ACI Downgrade Neutral
(Overweight)
12.72
(13.14)
3.3% Details
10/12/2026 Bunge BG Maintain Overweight
(Overweight)
 
 
  Details
10/12/2026 Archer Daniels Midland ADM Maintain Underweight
(Underweight)
 
 
  Details
10/12/2026 Darling Ingredients DAR Maintain Overweight
(Overweight)
 
 
  Details
10/7/2026 Lamb Weston LW Maintain Neutral
(Neutral)
 
 
  Details
10/6/2026 Sprouts Farmers Market SFM Maintain Overweight
(Overweight)
 
 
  Details
10/2/2026 McCormick & Company MKC Maintain Overweight
(Overweight)
 
 
  Details
9/30/2026 Lamb Weston LW Maintain Neutral
(Neutral)
 
 
  Details
9/18/2026 McCormick & Company MKC Maintain Overweight
(Overweight)
 
 
  Details
9/18/2026 Tyson TSN Upgrade Overweight
(Neutral)
52.12
(54.00)
3.61% Details
9/10/2026 Casey's General Stores CASY Maintain Neutral
(Neutral)
 
 
  Details
9/3/2026 Casey's General Stores CASY Maintain Neutral
(N/A)
 
 
  Details
8/28/2026 Kroger KR Maintain Neutral
(Neutral)
 
 
  Details
8/28/2026 Hormel Foods HRL Maintain Neutral
(Neutral)
 
 
  Details
8/27/2026 J.M. Smucker SJM Maintain Overweight
(Overweight)
 
 
  Details
8/18/2026 The Campbell's Co. CPB Maintain Neutral
(Neutral)
 
 
  Details
8/14/2026 Yesway Inc YSWY Maintain Neutral
(Neutral)
 
 
  Details
8/14/2026 J.M. Smucker SJM Maintain Overweight
(Overweight)
 
 
  Details
8/14/2026 Hormel Foods HRL Maintain Neutral
(Neutral)
 
 
  Details
8/10/2026 Post Holdings POST Maintain Overweight
(Overweight)
 
 
  Details
8/7/2026 Murphy USA MUSA Maintain Overweight
(Overweight)
 
 
  Details
8/7/2026 Once Upon a Farm OFRM Maintain Overweight
(Overweight)
 
 
  Details
8/6/2026 Beyond Meat Inc. BYND Maintain Neutral
(N/A)
 
 
  Details
7/31/2026 Hershey HSY Maintain Neutral
(Neutral)
 
 
  Details
7/30/2026 Sprouts Farmers Market SFM Upgrade Overweight
(Neutral)
77.77
(64.26)
-17.37% Details
7/29/2026 Mondelez International MDLZ Maintain Overweight
(Overweight)
 
 
  Details
7/28/2026 Freshpet FRPT Maintain Overweight
(Overweight)
 
 
  Details
7/28/2026 BellRing Brands BRBR Maintain Overweight
(Overweight)
 
 
  Details
7/24/2026 Albertsons Companies Inc. ACI Maintain Overweight
(Overweight)
 
 
  Details
7/22/2026 Sprouts Farmers Market SFM Maintain Neutral
(N/A)
 
 
  Details
7/20/2026 Post Holdings POST Maintain Overweight
(Overweight)
 
 
  Details
7/16/2026 ConAgra CAG Maintain Neutral
(Neutral)
 
 
  Details
7/15/2026 Kraft Heinz Company KHC Maintain Underweight
(Underweight)
 
 
  Details
7/14/2026 Tyson TSN Maintain Neutral
(Neutral)
 
 
  Details
7/13/2026 Hershey HSY Maintain Neutral
(Neutral)
 
 
  Details
7/9/2026 Lamb Weston LW Maintain Neutral
(Neutral)
 
 
  Details
6/12/2026 McCormick & Company MKC Maintain Overweight
(Overweight)
 
 
  Details
6/12/2026 Casey's General Stores CASY Maintain Neutral
(Neutral)
 
 
  Details
6/11/2026 Kroger KR Maintain Neutral
(Neutral)
 
 
  Details
6/10/2026 J.M. Smucker SJM Maintain Overweight
(Overweight)
 
 
  Details
6/9/2026 The Campbell's Co. CPB Maintain Neutral
(Neutral)
 
 
  Details
6/3/2026 General Mills GIS Maintain Underweight
(Underweight)
 
 
  Details
5/19/2026 The Campbell's Co. CPB Maintain Neutral
(Neutral)
 
 
  Details
5/19/2026 J.M. Smucker SJM Maintain Overweight
(Overweight)
 
 
  Details
5/18/2026 Yesway Inc YSWY New Coverage Neutral
(N/A)
25.70
(23.54)
-8.4% Details
5/12/2026 Darling Ingredients DAR Maintain Overweight
(Overweight)
 
 
  Details
5/7/2026 Freshpet FRPT Upgrade Overweight
(Neutral)
54.93
(66.12)
20.37% Details
5/6/2026 BellRing Brands BRBR Maintain Overweight
(Overweight)
 
 
  Details
5/6/2026 Archer Daniels Midland ADM Maintain Underweight
(Underweight)
 
 
  Details
5/1/2026 Hershey HSY Maintain Neutral
(N/A)
 
 
  Details
4/30/2026 Sprouts Farmers Market SFM Maintain Neutral
(Neutral)
 
 
  Details
4/29/2026 Mondelez International MDLZ Maintain Overweight
(Overweight)
 
 
  Details
4/22/2026 BellRing Brands BRBR Maintain Overweight
(Overweight)
 
 
  Details
4/20/2026 Post Holdings POST Maintain Overweight
(Overweight)
 
 
  Details
4/20/2026 Hershey HSY Maintain Neutral
(Neutral)
 
 
  Details
4/15/2026 Albertsons Companies Inc. ACI Maintain Overweight
(Overweight)
 
 
  Details
4/9/2026 Hormel Foods HRL Downgrade Neutral
(Overweight)
21.45
(20.35)
-5.13% Details
4/2/2026 Lamb Weston LW Maintain Neutral
(Neutral)
 
 
  Details
4/1/2026 McCormick & Company MKC Maintain Overweight
(Overweight)
 
 
  Details
3/26/2026 Murphy USA MUSA New Coverage Overweight
(N/A)
468.11
(542.74)
15.94% Details
3/26/2026 Casey's General Stores CASY New Coverage Neutral
(N/A)
689.04
(693.73)
0.68% Details
3/25/2026 McCormick & Company MKC Maintain Overweight
(Overweight)
 
 
  Details
3/25/2026 Kraft Heinz Company KHC Maintain Underweight
(Underweight)
 
 
  Details
3/25/2026 Freshpet FRPT Maintain Neutral
(Neutral)
 
 
  Details
3/24/2026 Lamb Weston LW Maintain Neutral
(Neutral)
 
 
  Details
3/24/2026 Darling Ingredients DAR Maintain Overweight
(Overweight)
 
 
  Details
3/24/2026 Bunge BG Maintain Overweight
(Overweight)
 
 
  Details
3/24/2026 Archer Daniels Midland ADM Maintain Underweight
(Underweight)
 
 
  Details
3/24/2026 Tyson TSN Maintain Neutral
(N/A)
 
 
  Details
3/19/2026 General Mills GIS Maintain Underweight
(Underweight)
 
 
  Details
3/6/2026 Kroger KR Maintain Neutral
(Neutral)
 
 
  Details
3/3/2026 Once Upon a Farm OFRM New Coverage Overweight
(N/A)
23.21
(17.42)
-24.95% Details
2/27/2026 J.M. Smucker SJM Maintain Overweight
(Overweight)
 
 
  Details
2/24/2026 Freshpet FRPT Maintain Neutral
(Neutral)
 
 
  Details
2/23/2026 J.M. Smucker SJM Maintain Overweight
(Overweight)
 
 
  Details
2/20/2026 Sprouts Farmers Market SFM Maintain Neutral
(Neutral)
 
 
  Details
2/12/2026 Kraft Heinz Company KHC Downgrade Underweight
(Neutral)
24.90
(24.60)
-1.2% Details
2/5/2026 Bunge BG Maintain Overweight
(Overweight)
 
 
  Details
2/4/2026 Mondelez International MDLZ Maintain Overweight
(Overweight)
 
 
  Details
2/4/2026 Archer Daniels Midland ADM Maintain Underweight
(Underweight)
 
 
  Details
2/3/2026 Tyson TSN Maintain Neutral
(Neutral)
 
 
  Details
1/23/2026 McCormick & Company MKC Maintain Overweight
(Overweight)
 
 
  Details
1/21/2026 Campbell Soup CPB Maintain Neutral
(Neutral)
 
 
  Details
1/21/2026 Sprouts Farmers Market SFM Maintain Neutral
(Neutral)
 
 
  Details
1/21/2026 Post Holdings POST Maintain Overweight
(Overweight)
 
 
  Details
1/21/2026 Mondelez International MDLZ Maintain Overweight
(Overweight)
 
 
  Details
1/21/2026 Kraft Heinz Company KHC Maintain Neutral
(Neutral)
 
 
  Details
1/21/2026 BellRing Brands BRBR Maintain Overweight
(Overweight)
 
 
  Details
1/21/2026 Tyson TSN Maintain Neutral
(Neutral)
 
 
  Details
1/21/2026 Hershey HSY Maintain Neutral
(Neutral)
 
 
  Details
1/21/2026 Freshpet FRPT Maintain Neutral
(Neutral)
 
 
  Details
1/21/2026 Darling Ingredients DAR Maintain Overweight
(Overweight)
 
 
  Details
1/21/2026 Bunge BG Maintain Overweight
(Overweight)
 
 
  Details
1/21/2026 Archer Daniels Midland ADM Maintain Underweight
(Underweight)
 
 
  Details
1/8/2026 Albertsons Companies Inc. ACI Maintain Overweight
(Overweight)
 
 
  Details
12/16/2025 ConAgra CAG Maintain Neutral
(Neutral)
 
 
  Details
12/5/2025 Kroger KR Maintain Neutral
(Neutral)
 
 
  Details
12/5/2025 Hormel Foods HRL Maintain Overweight
(Overweight)
 
 
  Details
11/26/2025 Kroger KR Maintain Neutral
(Neutral)
 
 
  Details
11/26/2025 J.M. Smucker SJM Maintain Overweight
(Overweight)
 
 
  Details
11/21/2025 Hormel Foods HRL Maintain Overweight
(Overweight)
 
 
  Details
11/19/2025 BellRing Brands BRBR Maintain Overweight
(Overweight)
 
 
  Details
11/5/2025 Archer Daniels Midland ADM Downgrade Underweight
(Neutral)
60.09
(80.51)
33.98% Details
10/30/2025 Sprouts Farmers Market SFM Maintain Neutral
(Neutral)
 
 
  Details
10/30/2025 Sprouts Farmers Market SFM Maintain Neutral
(Neutral)
 
 
  Details
10/30/2025 Kraft Heinz Company KHC Maintain Neutral
(Neutral)
 
 
  Details
10/30/2025 Kraft Heinz Company KHC Maintain Neutral
(Neutral)
 
 
  Details
10/29/2025 Mondelez International MDLZ Maintain Overweight
(Overweight)
 
 
  Details
10/27/2025 Post Holdings POST Maintain Overweight
(Overweight)
 
 
  Details
10/23/2025 Sprouts Farmers Market SFM Maintain Neutral
(Neutral)
 
 
  Details
10/23/2025 Freshpet FRPT Maintain Neutral
(Neutral)
 
 
  Details
10/22/2025 Tyson TSN Maintain Neutral
(Neutral)
 
 
  Details
10/16/2025 Bunge BG Maintain Overweight
(Overweight)
 
 
  Details
10/9/2025 BellRing Brands BRBR Maintain Overweight
(Overweight)
 
 
  Details
10/8/2025 Albertsons Companies Inc. ACI Maintain Overweight
(Overweight)
 
 
  Details
10/1/2025 Lamb Weston LW Maintain Neutral
(Neutral)
 
 
  Details
8/29/2025 Hormel Foods HRL Maintain Overweight
(Overweight)
 
 
  Details
8/28/2025 J.M. Smucker SJM Maintain Overweight
(Overweight)
 
 
  Details
8/26/2025 Post Holdings POST Maintain Overweight
(Overweight)
 
 
  Details
8/20/2025 Kroger KR Downgrade Neutral
(Overweight)
69.74
(63.05)
-9.59% Details
8/20/2025 Tyson TSN New Coverage Neutral
(N/A)
56.07
(52.12)
-7.04% Details
8/20/2025 WK Kellogg KLG New Coverage Neutral
(N/A)
23.00
(23.00)
0% Details
8/20/2025 Campbell Soup CPB New Coverage Neutral
(N/A)
32.34
(19.35)
-40.17% Details
8/20/2025 Sprouts Farmers Market SFM New Coverage Neutral
(N/A)
144.61
(77.77)
-46.22% Details
8/20/2025 Post Holdings POST New Coverage Overweight
(N/A)
107.86
(77.42)
-28.22% Details
8/20/2025 Oatly Group AB OTLY New Coverage Neutral
(N/A)
16.97
(12.14)
-28.46% Details
8/20/2025 McCormick & Company MKC Upgrade Overweight
(Underweight)
68.41
(45.86)
-32.96% Details
8/20/2025 Mondelez International MDLZ New Coverage Overweight
(N/A)
61.84
(63.34)
2.43% Details
8/20/2025 Lamb Weston LW New Coverage Neutral
(N/A)
54.30
(53.44)
-1.58% Details
8/20/2025 Kraft Heinz Company KHC New Coverage Neutral
(N/A)
27.27
(24.90)
-8.69% Details
8/20/2025 Kellanova K New Coverage Neutral
(N/A)
80.02
(83.44)
4.27% Details
8/20/2025 J.M. Smucker SJM Upgrade Overweight
(Neutral)
111.47
(127.07)
13.99% Details
8/20/2025 Hormel Foods HRL Upgrade Overweight
(Neutral)
28.28
(21.45)
-24.15% Details
8/20/2025 Hershey HSY New Coverage Neutral
(N/A)
178.40
(167.00)
-6.39% Details
8/20/2025 General Mills GIS Downgrade Underweight
(Neutral)
49.35
(32.57)
-34% Details
8/20/2025 Freshpet FRPT New Coverage Neutral
(N/A)
62.02
(54.93)
-11.43% Details
8/20/2025 Darling Ingredients DAR New Coverage Overweight
(N/A)
31.03
(59.69)
92.36% Details
8/20/2025 ConAgra CAG New Coverage Neutral
(N/A)
18.98
(14.03)
-26.08% Details
8/20/2025 Bunge BG New Coverage Overweight
(N/A)
79.87
(103.11)
29.1% Details
8/20/2025 Beyond Meat Inc. BYND New Coverage Underweight
(N/A)
2.53
(6.57)
159.68% Details
8/20/2025 BellRing Brands BRBR New Coverage Overweight
(N/A)
38.49
(9.59)
-75.08% Details
8/20/2025 Archer Daniels Midland ADM New Coverage Neutral
(N/A)
59.67
(60.09)
0.7% Details
8/20/2025 Albertsons Companies Inc. ACI New Coverage Overweight
(N/A)
19.23
(12.72)
-33.85% Details
4/4/2025 Lamb Weston LW Maintain Neutral
(Neutral)
 
 
  Details
2/28/2025 Hormel Foods HRL Maintain Neutral
(Neutral)
 
 
  Details
2/24/2025 Hormel Foods HRL Maintain Neutral
(Neutral)
 
 
  Details
10/30/2024 Darling Ingredients DAR Maintain Overweight
(N/A)
 
 
  Details
10/7/2024 Lamb Weston LW Downgrade Neutral
(Overweight)
68.29
(53.44)
-21.75% Details
7/25/2024 Lamb Weston LW Maintain Overweight
(N/A)
 
 
  Details
5/30/2024 Hormel Foods HRL Upgrade Neutral
(Underweight)
34.10
(20.35)
-40.32% Details
4/16/2024 Darling Ingredients DAR Maintain Overweight
(N/A)
 
 
  Details
3/1/2024 Hormel Foods HRL Maintain Underweight
(N/A)
 
 
  Details
1/23/2024 Hormel Foods HRL Maintain Underweight
(N/A)
 
 
  Details
10/16/2023 Hormel Foods HRL Maintain Underweight
(N/A)
 
 
  Details
10/6/2023 Lamb Weston LW Maintain Overweight
(N/A)
 
 
  Details
9/12/2023 Mission Produce Inc. AVO Maintain Neutral
(N/A)
 
 
  Details
8/28/2023 Lamb Weston LW Maintain Overweight
(N/A)
 
 
  Details
8/10/2023 Darling Ingredients DAR Maintain Overweight
(N/A)
 
 
  Details
7/26/2023 Lamb Weston LW Maintain Overweight
(N/A)
 
 
  Details
7/20/2023 Darling Ingredients DAR Maintain Overweight
(N/A)
 
 
  Details
6/9/2023 Mission Produce Inc. AVO Maintain Neutral
(N/A)
 
 
  Details
4/11/2023 Darling Ingredients DAR Maintain Overweight
(N/A)
 
 
  Details
4/10/2023 Lamb Weston LW Maintain Overweight
(N/A)
 
 
  Details
3/3/2023 Hormel Foods HRL Downgrade Underweight
(Neutral)
43.83
(34.10)
-22.2% Details
1/20/2023 Lamb Weston LW Maintain Overweight
(N/A)
 
 
  Details
1/19/2023 Bunge BG Maintain Overweight
(N/A)
 
 
  Details
1/6/2023 Lamb Weston LW Maintain Overweight
(N/A)
 
 
  Details
1/4/2023 Darling Ingredients DAR Maintain Overweight
(N/A)
 
 
  Details
11/10/2022 Darling Ingredients DAR Maintain Overweight
(N/A)
 
 
  Details
10/27/2022 Bunge BG Maintain Overweight
(N/A)
 
 
  Details
10/6/2022 Lamb Weston LW Maintain Overweight
(N/A)
 
 
  Details
7/7/2022 Darling Ingredients DAR Maintain Overweight
(N/A)
 
 
  Details
7/7/2022 Bunge BG Upgrade Overweight
(Neutral)
85.85
(103.11)
20.1% Details
3/22/2022 Lamb Weston LW Maintain Overweight
(N/A)
 
 
  Details
3/11/2022 Mission Produce Inc. AVO Maintain Neutral
(N/A)
 
 
  Details
3/3/2022 Darling International DAR Maintain Overweight
(N/A)
 
 
  Details
2/24/2022 Hormel Foods HRL Maintain Neutral
(N/A)
 
 
  Details
1/12/2022 Bunge BG New Coverage Neutral
(N/A)
97.76
(103.11)
5.47% Details
12/10/2021 Hormel Foods HRL Maintain Neutral
(N/A)
 
 
  Details
10/8/2021 Hormel Foods HRL Upgrade Neutral
(Underweight)
41.81
(20.35)
-51.33% Details
9/14/2021 Mission Produce Inc. AVO Maintain Neutral
(N/A)
 
 
  Details
7/28/2021 Lamb Weston LW Maintain Overweight
(N/A)
 
 
  Details
5/5/2021 Darling International DAR Maintain Overweight
(N/A)
 
 
  Details
3/11/2021 Mission Produce Inc. AVO Downgrade Neutral
(Overweight)
21.14
(11.82)
-44.09% Details
3/5/2021 Darling International DAR Upgrade Overweight
(Neutral)
66.16
(59.69)
-9.78% Details
12/7/2020 Lamb Weston LW Upgrade Overweight
(Neutral)
75.66
(68.29)
-9.74% Details
10/26/2020 Mission Produce Inc. AVO New Coverage Overweight
(N/A)
13.41
(11.82)
-11.86% Details
8/24/2020 Darling International DAR Maintain Neutral
(N/A)
 
 
  Details
3/3/2020 Darling International DAR Maintain Neutral
(N/A)
 
 
  Details
1/15/2020 Darling International DAR Downgrade Neutral
(Overweight)
28.73
(59.69)
107.76% Details
11/26/2019 Hormel Foods HRL Maintain Underweight
(N/A)
 
 
  Details
4/23/2019 Hormel Foods HRL Downgrade Underweight
(Neutral)
40.39
(41.81)
3.52% Details
11/19/2018 Darling International DAR Upgrade Overweight
(Neutral)
20.30
(59.69)
194.04% Details
9/28/2018 Hormel Foods HRL New Coverage Neutral
(N/A)
39.31
(40.39)
2.75% Details