SANFILIPPO,JOHN B. DL-,01

John B. Sanfilippo & Son reported adjusted EPS of $0.71 for Q4 of fiscal 2026, well below analysts' estimate of $1.30, while revenue of $280.4 million topped forecasts. Margin pressure from recall costs and higher freight and production expenses pushed the gross margin down to 15.7%, despite record full-year revenue of $1.2 billion and annual EPS of $5.26. Management announced plans to expand the bar business, maintain cost discipline and pass through price increases; new production lines are expected to create additional growth potential of more than $300 million over 3–5 years. » More on de.investing.com

The board of John B. Sanfilippo & Son approved a special dividend of $1.05 per share and an increased annual dividend of $0.95 per share, bringing the total payout to about $23.6 million. Both payments will be made on September 9, 2026, to shareholders of record on August 17, 2026. The total distribution corresponds to a dividend yield of 4.72%; the annual dividend was raised by $0.05 and marks the ninth consecutive increase. InvestingPro analyst notes consider the stock undervalued, with a P/E of 14.67 and a PEG of 0.7. » More on de.investing.com

John B. Sanfilippo and Son is recalling several nut mixes and a Mexican street corn–inspired trail mix sold under Southern Style Nuts, Fisher, Squirrel Brand and Good & Gather after dry milk powder used in the seasonings was linked to a salmonella risk. The seasoning tested negative for salmonella before use, and the company says the recall is a precautionary measure. Consumers are advised not to eat the listed products and to return them for a full refund or replacement. Salmonella can cause severe illness in young children, pregnant people, older adults and immunocompromised individuals. » More on cbsnews.com