SJM

J.M. Smucker Co

Feb 26 • 03:24PM ET

116.79

+10.19 9.55 %

Consumer Defensive • Packaged Foods • USA • NYSE

Today, 10:34 AMSmucker reiterates EPS outlook as coffee and pet offset Hostess weakness, appoints new board under Elliott Management cooperation deal

Peers: KHC GIS MDLZ K CAG CPB HSY HRL POST MKC

| Held by: VTI VOO VB RSP NOBL VBR IVV SPY XLP SDY

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Index	S&P 500	P/E	-	EPS (ttm)	-11.23	Insider Own	2.21%	Shs Outstand	106.70M	Perf Week	6.58%
Market Cap	12.46B	Forward P/E	11.82	EPS next Y	9.88	Insider Trans	-0.74%	Shs Float	104.34M	Perf Month	10.96%
Enterprise Value	20.36B	PEG	6.80	EPS next Q	2.71	Inst Own	94.24%	Short Float	5.83%	Perf Quarter	12.00%
Income	-1.19B	P/S	1.42	EPS this Y	-11.17%	Inst Trans	4.27%	Short Ratio	3.77	Perf Half Y	5.61%
Sales	8.77B	P/B	2.06	EPS next Y	9.87%	ROA	-6.34%	Short Interest	6.08M	Perf YTD	19.40%
Book/sh	56.80	P/C	198.41	EPS next 5Y	1.74%	ROE	-17.44%	52W High	121.48 -3.86%	Perf Year	6.99%
Cash/sh	0.59	P/FCF	19.61	EPS past 3/5Y	- -	ROIC	-9.02%	52W Low	93.30 25.17%	Perf 3Y	-21.41%
Dividend Est.	4.31 (3.69%)	EV/EBITDA	10.34	Sales past 3/5Y	2.94% 2.27%	Gross Margin	33.75%	Volatility	2.53% 2.82%	Perf 5Y	4.27%
Dividend TTM	4.38 (3.75%)	EV/Sales	2.32	EPS Y/Y TTM	-326.55%	Oper. Margin	16.47%	ATR (14)	3.66	Perf 10Y	-8.53%
Dividend Ex-Date	Feb 13, 2026	Quick Ratio	0.37	Sales Y/Y TTM	-0.66%	Profit Margin	-13.61%	RSI (14)	67.15	Recom	2.29
Dividend Gr. 3/5Y	2.94% 4.18%	Current Ratio	0.89	EPS Q/Q	1081.98%	SMA20	7.47%	Beta	0.23	Target Price	117.14
Payout	-	Debt/Eq	1.31	Sales Q/Q	2.59%	SMA50	12.69%	Rel Volume	3.46	Prev Close	106.60
Employees	8000	LT Debt/Eq	1.18	Earnings	Feb 26 BMO	SMA200	10.44%	Avg Volume	1.61M	Price	116.79
IPO	Oct 31, 1994	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.65% 0.71%	Trades		Volume	5,092,831	Change	9.55%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-23-26	Upgrade	BofA Securities	Neutral → Buy	$130
Jan-16-26	Downgrade	Morgan Stanley	Overweight → Equal-Weight	$105
Sep-12-25	Downgrade	Argus	Buy → Hold
Aug-20-25	Upgrade	JP Morgan	Neutral → Overweight	$129
Jul-09-25	Upgrade	BNP Paribas Exane	Underperform → Outperform	$120
Jul-07-25	Initiated	RBC Capital Mkts	Outperform	$130
Jun-11-25	Upgrade	Jefferies	Hold → Buy	$115
Apr-23-25	Initiated	UBS	Buy	$134
Mar-24-25	Initiated	Morgan Stanley	Overweight	$123
Jan-08-25	Downgrade	TD Cowen	Buy → Hold	$121
Oct-25-24	Downgrade	Stifel	Buy → Hold	$135 → $125
Mar-01-24	Initiated	DA Davidson	Neutral	$132
Feb-28-24	Upgrade	Stifel	Hold → Buy	$135
Feb-01-24	Initiated	Citigroup	Buy	$153
Dec-12-23	Initiated	Wells Fargo	Overweight	$140
Dec-06-23	Resumed	Morgan Stanley	Equal-Weight	$122
Nov-14-23	Upgrade	Bernstein	Underperform → Mkt Perform	$123 → $119
Sep-14-23	Downgrade	BofA Securities	Buy → Neutral	$170 → $145
Sep-13-23	Initiated	TD Cowen	Outperform	$158
Sep-01-23	Upgrade	Consumer Edge Research	Underweight → Equal Weight	$154

Show Previous Ratings

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12:10PM	J. M. Smucker (SJM) Shares Skyrocket, What You Need To Know (StockStory)
11:54AM	Smucker Q3 Earnings Beat Estimates, Sales Up 7% on Pricing Gains (Zacks)
11:53AM	Loading…
11:53AM	Smucker Shares Jump 12% After Elliott Secures Board Seats (GuruFocus.com)
11:52AM	JM Smucker Leans On Coffee Strength To Weather Tariff, Commodity Spike (Benzinga)
08:56AM	J.M. Smucker Adds Directors in Deal With Activist Firm Elliott (The Wall Street Journal)
10:11AM	J.M. Smucker Stock Is Surging After Earnings. It Needs a Boost. (Barrons.com)
10:00AM	Compared to Estimates, Smucker (SJM) Q3 Earnings: A Look at Key Metrics (Zacks)
09:55AM	Smucker (SJM) Q3 Earnings and Revenues Surpass Estimates (Zacks)
08:49AM	This Food Stock Is the S&P 500's Top Performer Today. It Needs a Boost. (Barrons.com)
08:39AM	JM Smucker adds to board after deal with activist investor (Just Drinks)
07:48AM	J.M. Smucker rises as earnings beat offsets weaker sales guidance (Investing.com)
07:36AM	J.M. Smucker Sales Rise on Higher Coffee Prices (The Wall Street Journal)
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07:11AM	Smucker: Fiscal Q3 Earnings Snapshot (Associated Press Finance)
07:11AM	J. M. Smucker (NYSE:SJM) Exceeds Q4 CY2025 Expectations, Stock Soars (StockStory)
07:00AM	The J.M. Smucker Co. Appoints Two New Independent Directors (PR Newswire)
07:00AM	The J.M. Smucker Co. Announces Fiscal 2026 Third Quarter Results (PR Newswire)
Feb-25-26 09:44PM	JPMorgan Updates J.M. Smucker (SJM) Price Target, Keeps Bullish View ahead of Earnings (Insider Monkey)
Feb-24-26 10:16PM	Earnings To Watch: J. M. Smucker (SJM) Reports Q4 Results Tomorrow (StockStory)
09:15AM	Countdown to Smucker (SJM) Q3 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
Feb-23-26 10:22AM	The J. M. Smucker Q3 Earnings on Deck: Is a Beat Likely for SJM? (Zacks)
07:55AM	Here Are Mondays Top Wall Street Analyst Research Calls: Alphabet, Blackrock, Deere & Co., DocuSign, General Mills, Monday.com, Nvidia, Workday, and More (24/7 Wall St.)
Feb-22-26 07:22AM	TD Cowen Lifts PT on The J.M. Smucker Company (SJM) to $112 From $105 - Here's Why (Insider Monkey)
Feb-20-26 06:03AM	Leftovers: Uncrustables become fridge friendly \| Keurig Dr Pepper leans into dirty soda (Food Dive)
Feb-19-26 10:00AM	Analysts Estimate Smucker (SJM) to Report a Decline in Earnings: What to Look Out for (Zacks)
Feb-18-26 06:26AM	JM Smucker invests in Kansas pet-food plant (Just Food)
Feb-17-26 04:00AM	Folgers mixes iconic jingle with wake up songs from across years, genres (Marketing Dive)
03:42AM	J. M. Smucker Stock: Analyst Estimates & Ratings (Barchart)
10:47AM	Loading…
Feb-11-26 10:47AM	JM Smucker overhauls supply chain leadership (Supply Chain Dive)
06:31AM	JM Smucker axes COO role in leadership shake-up (Just Food)
Feb-10-26 09:00AM	The J.M. Smucker Co. Announces Senior Leadership Updates to Drive Continued Growth and Execution (PR Newswire)
Feb-05-26 09:00AM	The J.M. Smucker Co. Announces the Election of Katie Williams to Chief Marketing Officer (PR Newswire)
01:51AM	Here's What Analysts Are Saying About The J.M. Smucker Company (SJM) (Insider Monkey)
Jan-28-26 04:30PM	The J.M. Smucker Co. to Present at the 2026 Consumer Analyst Group of New York (CAGNY) Conference and Sets Date to Report Third Quarter Earnings (PR Newswire)
Jan-22-26 06:41AM	J. M. Smucker's Q3 2026 Earnings: What to Expect (Barchart)
Jan-21-26 09:26PM	Morgan Stanley Cuts Smucker (SJM) Target After Strong Run, Flags Margin Recovery Risk (Insider Monkey)
08:55AM	How to Boost Your Portfolio with Top Consumer Staples Stocks Set to Beat Earnings (Zacks)
07:44AM	Simply Good Foods brings back former CEO (Food Dive)
Jan-19-26 11:33PM	3 S&P 500 Stocks We Find Risky (StockStory)
Jan-16-26 04:30PM	The J.M. Smucker Co. Declares Dividend (PR Newswire)
03:54PM	Honeywell upgraded by JPMorgan, OpenAI to begin testing ads (Yahoo Finance Video)
Jan-14-26 08:30PM	Analyst Report: The J. M. Smucker Company (Morningstar Research)
Jan-12-26 08:55AM	J.M. Smucker's Pet Food Sales Soft: Is Demand Normalizing Yet? (Zacks)
Jan-08-26 06:40PM	5 Under-the-Radar Consumer Staples Stocks With Pricing Power (MarketBeat)
Jan-05-26 08:14PM	Analyst Report: The J. M. Smucker Company (Morningstar Research)
Jan-02-26 08:08AM	J.M. Smucker's Coffee Sales Rise: Is Pricing Still the Key Driver? (Zacks)
Dec-31-25 11:37PM	3 Value Stocks That Concern Us (StockStory)
Dec-19-25 08:17AM	Mission Produce reveals CEO transition as sales hit $1.4bn (Just Food)
Dec-16-25 01:55PM	BofA Sees Steady Earnings Momentum Building at J.M. Smucker (SJM) (Insider Monkey)
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Dec-11-25 10:33PM	Q3 Rundown: J. M. Smucker (NYSE:SJM) Vs Other Shelf-Stable Food Stocks (StockStory)
Dec-10-25 11:01PM	3 Reasons to Sell SJM and 1 Stock to Buy Instead (StockStory)
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06:22AM	JM Smucker cancels new coffee price hikes after tariffs lifted (Supply Chain Dive)
Dec-05-25 03:24PM	Analyst Report: The J. M. Smucker Company (Morningstar Research)
Dec-02-25 12:31AM	5 Must-Read Analyst Questions From J. M. Smucker's Q3 Earnings Call (StockStory)
Dec-01-25 01:53PM	2 Steadier Dividend Stocks If Youre Looking to Side-Step a Stock Market Correction (24/7 Wall St.)
Nov-26-25 09:00AM	Smucker Freezes Coffee Prices--But It's Costing Them More Than You Think (GuruFocus.com)
Nov-25-25 05:09PM	Analyst Report: The J. M. Smucker Company (Morningstar Research)
04:02PM	JM Smucker Co (SJM) Q2 2026 Earnings Call Highlights: Sweet Baked Snacks Shine Amidst Tariff ... (GuruFocus.com)
10:18AM	Maker of Folgers Brews Tariff Relief for Coffee Drinkers (The Wall Street Journal)
10:00AM	J.M. Smucker Says Coffee Price Hike Not in Cards Amid Tariff Relief (The Wall Street Journal)
09:50AM	SJM Q2 Earnings Miss Despite Higher Sales, FY26 Guidance Tightened (Zacks)
09:30AM	Compared to Estimates, Smucker (SJM) Q2 Earnings: A Look at Key Metrics (Zacks)
08:10AM	Smucker (SJM) Q2 Earnings Lag Estimates (Zacks)
08:04AM	J.M. Smucker Narrows FY Guidance as Quarterly Profit, Revenue Rise (The Wall Street Journal)
07:31AM	J. M. Smucker (NYSE:SJM) Posts Q3 CY2025 Sales In Line With Estimates (StockStory)
07:10AM	Smucker: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
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09:15AM	Smucker (SJM) Q2 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
08:40AM	Multi-million-dollar manufacturing expansions planned in Decatur (The Decatur Daily, Ala.)
Nov-19-25 09:44AM	The J.M. Smucker Sets the Stage for Q2 Earnings: Things to Watch (Zacks)
Nov-18-25 10:00AM	Earnings Preview: Smucker (SJM) Q2 Earnings Expected to Decline (Zacks)
Nov-17-25 09:29AM	JPMorgan sees major EPS tailwinds for these food producers from new tariff relief (Investing.com)
Nov-15-25 01:22PM	7 Stocks That Could Benefit From Trump's Tariff Rollback (Barrons.com)
Nov-14-25 04:30PM	How Starbucks and other companies could benefit as tariffs on coffee and bananas are cut (MarketWatch)
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Nov-11-25 11:00PM	J. M. Smucker (SJM): Buy, Sell, or Hold Post Q2 Earnings? (StockStory)
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Nov-04-25 08:30AM	The J.M. Smucker Co. to Report Second Quarter Earnings (PR Newswire)
Oct-28-25 09:23AM	J. M. Smucker Earnings Preview: What to Expect (Barchart)
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06:00AM	Food giants may lean more on lawsuits as private label encroaches on their turf (Food Dive)
Oct-23-25 04:30PM	The J.M. Smucker Co. Declares Dividend (PR Newswire)
Oct-22-25 02:17PM	Trader Joes sued over knockoff of popular kids' meal (TheStreet)
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Oct-21-25 02:06AM	Smucker sues Trader Joes over lookalike sandwich packaging (Packaging Gateway)
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The J. M. Smucker Co. engages in the manufacture and marketing of food and beverage products. It operates through the following segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, and Sweet Baked Snacks. The U.S. Retail Coffee segment includes the domestic sales of Folgers, Dunkin', and Cafe Bustelo branded coffee. The U.S. Retail Frozen Handheld and Spreads segment focuses on domestic sales of Smucker's and Jif branded products. The U.S. Retail Pet Foods segment is involved in the domestic sales of Meow Mix, Milk-Bone, Pup-Peroni, and Canine Carry Outs branded products. The Sweet Baked Snacks segment refers to all domestic and foreign sales of Hostess and Voortman branded products in all channels. The company was founded by Jerome Monroe Smucker in 1897 and is headquartered in Orrville, OH.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Marshall Tucker H	Chief Financial Officer	Sep 30 '25	Sale	108.11	11,139	1,204,220	33,864	Oct 01 04:33 PM
Marshall Tucker H	Officer	Sep 30 '25	Proposed Sale	108.11	11,139	1,204,220		Sep 30 03:36 PM
SMUCKER MARK T	CEO, Chair of Board	Sep 24 '25	Sale	110.00	6,500	715,000	76,792	Sep 25 05:38 PM
SMUCKER MARK T	Officer	Sep 24 '25	Proposed Sale	110.00	6,500	715,000		Sep 24 12:53 PM
AMIN TARANG	Director	Jun 12 '25	Buy	96.09	1,050	100,894	3,825	Jun 12 05:42 PM
Penrose Jill R	Chief People Officer	Mar 28 '25	Sale	116.26	5,117	594,902	8,794	Mar 31 06:20 PM
Penrose Jill R	Officer	Mar 28 '25	Proposed Sale	116.26	5,117	594,917		Mar 28 05:19 PM
Knudsen Jeannette L	Chief Legal Officer	Mar 21 '25	Sale	110.55	2,700	298,485	14,627	Mar 24 04:50 PM
Knudsen Jeannette L	Officer	Mar 21 '25	Proposed Sale	110.55	2,700	298,476		Mar 21 03:04 PM
Marshall Tucker H	Chief Financial Officer	Mar 13 '25	Sale	113.36	5,028	569,974	13,263	Mar 14 05:27 PM
Marshall Tucker H	Officer	Mar 13 '25	Proposed Sale	113.36	5,028	569,967		Mar 13 10:45 AM
AMIN TARANG	Director	Mar 11 '25	Buy	114.87	875	100,511	2,775	Mar 12 04:23 PM

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SJM

J.M. Smucker Co

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