Insider Trading March 3, 2026

Director Lisa Sanfilippo Disposes $185,008 of John B. Sanfilippo & Son Stock

Transaction carried out under a 10b5-1 plan; company reported fiscal Q2 2026 results that outpaced analyst expectations

By Hana Yamamoto JBSS
Director Lisa Sanfilippo Disposes $185,008 of John B. Sanfilippo & Son Stock
JBSS

Lisa Sanfilippo, a director and 10% owner of John B. Sanfilippo & Son Inc. (JBSS), sold 2,272 shares on March 2, 2026, for $81.43 per share, netting $185,008. After the sale she holds 1,536 shares. The sale was made under a 10b5-1 plan. Separately, the company reported fiscal Q2 2026 earnings of $1.53 per share on $314.8 million in revenue, both slightly above analyst estimates, and InvestingPro's Fair Value assessment reports JBSS as appearing undervalued with a P/E of 13.5.

Key Points

  • Director and 10% owner Lisa Sanfilippo sold 2,272 shares on March 2, 2026, at $81.43 per share for $185,008.
  • The sale was made pursuant to a 10b5-1 trading plan; after the transaction Sanfilippo directly owns 1,536 shares.
  • John B. Sanfilippo & Son Inc. reported fiscal Q2 2026 EPS of $1.53 and revenue of $314.8 million, each slightly above analysts' estimates; InvestingPro's Fair Value analysis indicates the stock appears undervalued with a P/E of 13.5.

Lisa Sanfilippo, who serves as a director and is identified as a 10% owner of John B. Sanfilippo & Son Inc. (NASDAQ: JBSS), executed a sale of 2,272 shares of the company's common stock on March 2, 2026. The shares were sold at a price of $81.43 each, producing proceeds of $185,008. The transaction was carried out under a pre-established 10b5-1 trading plan.

Following the disposition, Sanfilippo retains direct ownership of 1,536 shares of John B. Sanfilippo & Son Inc. The filing documenting the trade specifies the use of a 10b5-1 arrangement, indicating the sale was made according to a predetermined trading schedule.

Market valuation context included in the same reporting notes that InvestingPro's Fair Value analysis finds JBSS to be trading below its assessed intrinsic value. According to that assessment, the company's shares currently trade at a price-to-earnings ratio of 13.5.

In separate corporate results disclosed for fiscal Q2 2026, John B. Sanfilippo & Son Inc. reported earnings per share of $1.53, surpassing the analysts' consensus estimate of $1.36. Reported revenue for the quarter totaled $314.8 million, modestly above the expected $313.4 million. These reported figures indicate the company exceeded the analysts' projections for the period.

The combination of an insider sale executed under a 10b5-1 plan, an outside valuation assessment labeling the stock as appearing undervalued, and quarterly results that edged past expectations provides the factual backdrop for investor consideration. The available filings and reported financials present the transaction details and the company performance data without further commentary on motivations or forward guidance.


Summary of transaction and results

  • Sale: 2,272 shares at $81.43 per share on March 2, 2026, proceeds $185,008.
  • Ownership after sale: 1,536 shares held directly by Lisa Sanfilippo.
  • Execution: Sale performed under a 10b5-1 plan.
  • Valuation note: InvestingPro shows JBSS as appearing undervalued, trading at a P/E of 13.5.
  • Fiscal Q2 2026 results: EPS $1.53 versus $1.36 estimate; revenue $314.8 million versus $313.4 million estimate.

Risks

  • Limited information on the motivations behind the insider sale beyond the 10b5-1 plan - this limits interpretation of the transaction's implications for company outlook.
  • Valuation assessments and a single quarter of outperformance do not guarantee future results; earnings and revenue may vary in subsequent periods.
  • The reported facts do not provide forward guidance or management commentary, leaving uncertainty about future operational drivers and market reaction.

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