Inside the research
The J. M. Smucker Company
SJM Research profile · latest available data
Price overview
$121.00
▼ -0.66 (-0.5%)
| 52w hi | $132.34 |
|---|---|
| 52w lo | $87.73 |
| Vol | 925.10K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.28
| Short | +0.50 |
|---|---|
| Medium | +0.25 |
| Long | -0.09 |
computed 2026-09-27
Key fundamentals
The J. M. Smucker Company
Consumer Defensive · Packaged Foods
| Market cap | $12.93B |
|---|---|
| Enterprise value | $19.82B |
| Trailing P/E | 56.81x |
| Forward P/E | 11.08x |
| EV / EBITDA | 8.76x |
| P / S (ttm) | 1.41x |
| Profit margin | 2.5% |
| Return on equity | 3.9% |
| Revenue growth | +5.0% |
| Debt / equity | 120.68 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.15 | |
| Sector | -0.01 | |
| Technical | +0.32 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. The company operates through five segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home. It offers coffee, sweet baked goods, pet snacks, frozen handheld products, peanut butter, cat and dog food, fruit and specialty spreads, cookies, frozen sandwiches and snacks, hot beverages, portion control products, toppings and syrups, baking mixes and ingredients, and flour. The company provides its products under the Folgers, Café Bustelo, Dunkin', Jif, Smucker's, Uncrustables, Meow Mix, Milk-Bone, Pup-Peroni, Canine Carry Outs, Hostess, and 1850 brand names. It sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, distributors, drug stores, military commissaries, mass merchandisers, supermarket chains, national mass retailers, convenience stores, vending channels, and foodservice distributors and operators. The J. M. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.
Risk Metrics
| Beta vs SPX | 0.11 |
|---|---|
| Corr SPX | 0.06 |
| Annual vol | 29.1% |
| Annual ret | +5.2% |
| Sharpe | 0.18 |
| Max DD | -26.5% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $116.81 |
|---|---|
| High / Low | $135.00 / $97.00 |
| Median | $120.00 |
| Analysts | 16 |
| Strong Buy | 4 | |
|---|---|---|
| Buy | 6 | |
| Hold | 10 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-04 | Bernstein | → Outperform |
| 2026-04-23 | Morgan Stanley | → Equal-Weight |
| 2026-04-21 | Stifel | → Hold |
| 2026-04-14 | BTIG | → Buy |
| 2026-04-14 | Barclays | → Equal-Weight |
| 2026-04-08 | Wells Fargo | → Overweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-06-09 | Earnings Release, Exhibits | read |
| 2026-03-03 | Officer / Director Change | read |
| 2026-02-26 | Officer / Director Change, Reg FD Disclosure | read |
| 2026-02-26 | Earnings Release, Exhibits | read |
| 2026-02-10 | Officer / Director Change, Other Material Event… | read |
| 2025-11-25 | Earnings Release, Exhibits | read |
| 2025-08-27 | Earnings Release, Exhibits | read |
| 2025-08-18 | Shareholder Vote | read |
| 2025-06-10 | Earnings Release, Exhibits | read |
| 2025-04-30 | Officer / Director Change, Bylaws Amendment… | read |
| 2025-03-07 | Material Agreement, Material Obligation… | read |
| 2025-02-27 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-29 | Penrose Jill R | Chief People Officer | Sell | 5.00K | $583.48K |
| 2026-06-26 | Knudsen Jeannette L | Chief Legal Officer | Sell | 4.35K | $500.94K |
| 2026-06-24 | Marshall Tucker H | Chief Financial Officer | Sell | 3.63K | $403.11K |
| 2026-06-17 | SMUCKER MARK T | CEO, Chair of Board | Sell | 13.00K | $1.50M |
| 2026-06-15 | SMUCKER MARK T | CEO, Chair of Board | Withheld for tax | 1.23K | $142.49K |
| 2026-06-15 | SMUCKER MARK T | CEO, Chair of Board | Withheld for tax | 11.45K | $1.33M |
| 2026-06-15 | Penrose Jill R | Chief People Officer | Withheld for tax | 147 | $17.04K |
| 2026-06-15 | Penrose Jill R | Chief People Officer | Withheld for tax | 395 | $45.80K |
| 2026-06-15 | Penrose Jill R | Chief People Officer | Withheld for tax | 437 | $50.67K |
Flow & Concentration
| Insider 180d net | -$2.98M |
|---|---|
| Insider buys / sells | 0 / 4 |
| Insider bias | Sellers |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Dividends
| Yield (TTM) | 1.82% |
|---|---|
| $ / share (TTM) | $2.20 |
| 5y CAGR | +4.1% |
Annual dividend per share
| 2021 | $3.78 |
|---|---|
| 2022 | $4.02 |
| 2023 | $4.16 |
| 2024 | $4.28 |
| 2025 | $4.36 |
| 2026 | $1.10 |
SEC Filings
The Long Run
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $7.81B | +7.1% | |
| Gross profit | $2.80B | +3.2% | |
| Operating income | $1.31B | +7.9% | |
| Net income | -$1.23B | +3.5% | |
| Cash from ops | $1.21B | +17.5% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $121.31 | $121.42 | $119.90 | $121.00 | 925.10K |
| Sep 24 | $123.31 | $124.12 | $121.57 | $121.66 | 1.12M |
| Sep 23 | $121.44 | $123.16 | $121.01 | $122.41 | 1.21M |
| Sep 22 | $121.00 | $121.93 | $120.14 | $121.11 | 1.04M |
| Sep 21 | $123.14 | $123.14 | $119.37 | $119.88 | 1.36M |
Understand the score. Research layers are inputs to a model, and the available data has limits.
Read the methodology →