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Thomas Palmer

JP Morgan | Consumer Defensive

Thomas Palmer is an analyst from JP Morgan specializing in the Consumer Defensive sector. Ranked #1359 out of 4620 analysts, they have issued 75 stock ratings with a success rate of 92.37% and an average return of 11.08%.

Thomas Palmer has a well-established track record, with 75 ratings issued in the Consumer Defensive sector. They have consistently delivered a success rate of 92.37% and an average return of 11.08%, underscoring their expertise and ability to identify winning opportunities for investors.

#1359
Out of 4620
75
Total Ratings
+92.37%
Success Rate
+11.08%
Average Return

Recent Ratings Analysis

ACI

Buy

Apr 15, 2026

Target

$22.00

Current

$16.34

Performance

—

Thomas Palmer rated ACI as Overweight on Apr 15, 2026, setting a price target of 22. Shares have remained stable near 16.34, leaving the 22 target still in play.

HRL

Hold

Apr 09, 2026

Target

$23.00

Current

$20.76

Performance

-1.75%

On Apr 09, 2026, HRL was given a Neutral rating by Thomas Palmer, with a target price of 23. Market indecision, reflected in sideways trading near 20.76, supported the cautious call.

MKC

Buy

Apr 01, 2026

Target

$64.00

Current

$53.84

Performance

11.29%

MKC received a Overweight rating from Thomas Palmer on Apr 01, 2026, aiming for 64. Momentum has favored the Buy call, with shares climbing from 53.84 to 53.84, rewarding those who trusted the recommendation.

MUSA

Buy

Mar 26, 2026

Target

$539.00

Current

$498.46

Performance

—

On Mar 26, 2026, Thomas Palmer published a Overweight outlook on MUSA, with a target of 539. So far, the stock has neither confirmed nor rejected the Buy case, holding within range of 498.46.

CASY

Hold

Mar 26, 2026

Target

$719.00

Current

$742.45

Performance

—

Thomas Palmer on Mar 26, 2026 assigned CASY a Neutral rating, with a price target of 719. The Hold stance reflected consolidation, as shares held near 742.45.

FRPT

Hold

Mar 25, 2026

Target

$66.00

Current

$69.11

Performance

14.99%

On Mar 25, 2026, Thomas Palmer reaffirmed FRPT with a Neutral rating, targeting 66. Market strength beyond 69.11 went further than the conservative outlook suggested.

KHC

Sell

Mar 25, 2026

Target

$21.00

Current

$22.11

Performance

2.79%

KHC was rated Underweight by Thomas Palmer on Mar 25, 2026, with a price objective of 21. The expected decline hasn’t materialized, as shares trade near 22.11.

BG

Buy

Mar 24, 2026

Target

$134.00

Current

$122.33

Performance

-1.42%

On Mar 24, 2026, Thomas Palmer initiated coverage on BG with a Overweight rating and target of 134. Neutral price movement of -1.42% leaves room for interpretation.

TSN

Hold

Mar 24, 2026

Target

$65.00

Current

$64.96

Performance

6.68%

Thomas Palmer issued a Neutral recommendation for TSN on Mar 24, 2026, price target set at 65. A neutral call gave way to stronger-than-expected performance, closing in on 65.

LW

Hold

Mar 24, 2026

Target

$44.00

Current

$43.73

Performance

5.40%

On Mar 24, 2026, LW was evaluated by Thomas Palmer, who gave a Neutral rating and target of 44. Investors who stayed in despite the Hold saw upside of 5.40%.

DAR

Buy

Mar 24, 2026

Target

$69.00

Current

$59.60

Performance

2.62%

Thomas Palmer rated DAR as Overweight on Mar 24, 2026, setting a price target of 69. Shares have remained stable near 59.6, leaving the 69 target still in play.

ADM

Sell

Mar 24, 2026

Target

$65.00

Current

$68.84

Performance

-3.64%

On Mar 24, 2026, ADM was given a Underweight rating by Thomas Palmer, with a target price of 65. The stock traded sideways with only a -3.64% move, leaving the Sell case unresolved.

CAG

Hold

Mar 20, 2026

Target

$17.00

Current

$14.28

Performance

-5.80%

CAG received a Neutral rating from Thomas Palmer on Mar 20, 2026, aiming for 17. The Hold stance proved prudent, with the market softening by 5.80%.

GIS

Sell

Mar 19, 2026

Target

$36.00

Current

$34.70

Performance

-7.47%

On Mar 19, 2026, Thomas Palmer published a Underweight outlook on GIS, with a target of 36. The Sell recommendation underestimated bullish momentum toward 36.

OFRM

Buy

Mar 03, 2026

Target

$29.00

Current

$15.90

Performance

-31.67%

Thomas Palmer on Mar 03, 2026 assigned OFRM a Overweight rating, with a price target of 29. The call has struggled to gain traction, with shares losing 31.67%.

SJM

Buy

Feb 23, 2026

Target

$122.00

Current

$92.21

Performance

-16.93%

On Feb 23, 2026, Thomas Palmer reaffirmed SJM with a Overweight rating, targeting 122. Shares slid 16.93% despite the recommendation, highlighting downside risks.

SFM

Hold

Feb 20, 2026

Target

$88.00

Current

$75.19

Performance

11.43%

SFM was rated Neutral by Thomas Palmer on Feb 20, 2026, with a price objective of 88. Despite caution, upside momentum rewarded risk-takers with gains to 75.19.

MDLZ

Buy

Feb 04, 2026

Target

$67.00

Current

$57.84

Performance

-2.63%

On Feb 04, 2026, Thomas Palmer initiated coverage on MDLZ with a Overweight rating and target of 67. Neutral price movement of -2.63% leaves room for interpretation.

KR

Hold

Dec 05, 2025

Target

$73.00

Current

$67.19

Performance

7.14%

Thomas Palmer issued a Neutral recommendation for KR on Dec 05, 2025, price target set at 73. A neutral call gave way to stronger-than-expected performance, closing in on 73.

POST

Buy

Oct 27, 2025

Target

$132.00

Current

$100.59

Performance

-7.20%

On Oct 27, 2025, POST was evaluated by Thomas Palmer, who gave a Overweight rating and target of 132. Investors saw limited payoff as shares fell short of the 132 target.

HSY

Hold

Oct 20, 2025

Target

$189.00

Current

$197.68

Performance

6.16%

Thomas Palmer rated HSY as Neutral on Oct 20, 2025, setting a price target of 189. Despite the Hold call, shares climbed 6.16% to 197.68, revealing unexpected momentum.

BRBR

Buy

Oct 09, 2025

Target

$45.00

Current

$15.47

Performance

-56.23%

On Oct 09, 2025, BRBR was given a Overweight rating by Thomas Palmer, with a target price of 45. Despite the Buy call, shares fell from 15.47 to 15.47, challenging the optimistic stance.

CPB

Hold

Aug 20, 2025

Target

$33.00

Current

$20.00

Performance

-38.25%

CPB received a Neutral rating from Thomas Palmer on Aug 20, 2025, aiming for 33. The Hold stance proved prudent, with the market softening by 38.25%.

OTLY

Hold

Aug 20, 2025

Target

—

Current

$12.69

Performance

-27.77%

On Aug 20, 2025, Thomas Palmer published a Neutral outlook on OTLY, with a target of null. Weakness in the stock, now at 12.69, supported the conservative rating.

KLG

Hold

Aug 20, 2025

Target

$23.00

Current

$23.00

Performance

0.00%

Thomas Palmer on Aug 20, 2025 assigned KLG a Neutral rating, with a price target of 23. The Hold stance reflected consolidation, as shares held near 23.

K

Hold

Aug 20, 2025

Target

$83.50

Current

$83.44

Performance

4.25%

On Aug 20, 2025, Thomas Palmer reaffirmed K with a Neutral rating, targeting 83.5. The neutral call matched muted market action of 4.25%.

BYND

Sell

Aug 20, 2025

Target

—

Current

$0.72

Performance

-70.13%

BYND was rated Underweight by Thomas Palmer on Aug 20, 2025, with a price objective of null. The Sell stance proved too pessimistic given the -70.13% climb.

SFD

Buy

Feb 24, 2025

Target

$27.00

Current

$28.80

Performance

34.96%

On Feb 24, 2025, Thomas Palmer initiated coverage on SFD with a Buy rating and target of 27. The stock’s climb of 34.96% since the call highlights the foresight in the rating.

WST

Buy

Jan 08, 2025

Target

$400.00

Current

$267.93

Performance

-20.47%

Thomas Palmer issued a Buy recommendation for WST on Jan 08, 2025, price target set at 400. The market hasn’t rewarded the bullish outlook, exposing uncertainty in the call.

Frequency Asked Questions

Who is Thomas Palmer?
Thomas Palmer is an analyst from JP Morgan specializing in the Consumer Defensive sector.
What is Thomas Palmer's success rate?
Thomas Palmer currently has a success rate of +92.37%.
How many ratings has Thomas Palmer issued?
Thomas Palmer has issued 75 stock ratings so far.
What is the average return of Thomas Palmer's calls?
Their stock ratings have generated an average return of +11.08%.
What is Thomas Palmer's ranking?
Thomas Palmer is ranked #1359 out of 4620 analysts.
What types of ratings does Thomas Palmer give?
Their ratings include Buy, Hold, and Sell recommendations, depending on the stock’s outlook.
How can I follow Thomas Palmer?
You can follow Thomas Palmer by clicking the "Follow Analyst" button on this page to receive updates on their stock calls.
What is the most recent rating by Thomas Palmer?
Their latest rating was a Buy on ACI issued on 2026-04-15.
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