SJM
J M SMUCKER Co
$101.77
-1.71%
$12.0B
No data for this timeframe.
Vol
Market Cap$12.0B
Cap SizeLarge Cap
Analyst ConsensusBuy (56%)
Inst. Holders10 funds
Inst. Value$2.2B
Inst. Activity1 buys / 0 sells
Insider Activity1B / 1S
Insider Net $$74.6K
SEC Reports2
Congressional1 trades
Exchange NYSE·Sector Canned, Fruits, Veg, Preserves, Jams & Jellies·Inc. OH·CIK 0000091419·Prev Close $103.54
Recent Activity
Jun 9, 2026
SEC
J.M. Smucker reported fiscal Q4 2026 adjusted EPS of $2.77, a 20% YoY increase, on net sales of $2.27B (+6% YoY). The co
8-K — Impact 6/10
Jun 9, 2026
earnings_calendar
SJM Q4 2026 Earnings After Market Close — 2026-06-09
Apr 23, 2026
Congress
Gary Peters buy
$1,001 - $15,000 — Senate
Apr 1, 2026
Insider
Chung Bruce sold 274.898 shares
Director @ $0.00 ($0.00)
Apr 1, 2026
Insider
Abramo Mercedes sold 261.808 shares
Director @ $0.00 ($0.00)
Apr 1, 2026
Insider
AMIN TARANG sold 261.808 shares
Director @ $0.00 ($0.00)
Feb 26, 2026
SEC
J.M. Smucker Co. reported mixed Q3 fiscal 2026 results with revenue growth of 7% to $2.34 billion, driven by coffee pric
8-K — Impact 6/10
Inst.
NORGES BANK — NEW
950,416 shares ($93.0M)
Price Targets
$115.47
+2.7% upside
Hold
Current $112.39
Low $95.00
Median $120.00
High $134.00
17 analysts
$95.00
$134.00
Analyst Ratings
5Strong Buy
9Buy
11Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| Jun 2, 2026 | UBS | MAINTAIN | Buy → Buy |
| May 19, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| May 15, 2026 | Evercore ISI Group | INITIATE | Outperform |
| May 4, 2026 | Bernstein | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.18 ▼ -1.6% | $2.06 — $2.28 | 15% YoY | 12 |
| Next Q | $2.49 ▼ -1.6% | $2.29 — $2.60 | 18% YoY | 12 |
| Current FY | $9.80 ▼ -1.6% | $8.60 — $10.25 | 7% YoY | 18 |
| Next FY | $8.48 ▼ -3.2% | $7.89 — $9.14 | 3% YoY | 6 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $1.2B | — |
| MORGAN STANLEY | $243.2M | ADD |
| ARIEL INVESTMENTS, LLC | $157.4M | — |
| FMR LLC | $150.3M | TRIM |
| TWO SIGMA INVESTMENTS, LP | $115.2M | DOUBLED |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 1, 2026 | Chung Bruce | A | $0.00 |
| Apr 1, 2026 | Abramo Mercedes | A | $0.00 |
| Apr 1, 2026 | AMIN TARANG | A | $0.00 |
| Apr 1, 2026 | Perry Kirk | A | $0.00 |
| Mar 20, 2026 | Penrose Jill | A | $0.00 |
Congressional Trades
1 members: 1 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Gary Peters | D | BUY | $1,001 - $15,000 |
10 institutional holders with $2.2B total value (22,471,579 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, ARIEL. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 12,458,770 | $1.2B | 55.4% | — |
| 2 | MORGAN STANLEY | 2,486,596 | $243.2M | 11.1% | ADD +45.6% |
| 3 | ARIEL INVESTMENTS, LLC | 1,608,943 | $157.4M | 7.2% | — |
| 4 | FMR LLC | 1,537,033 | $150.3M | 6.8% | TRIM -62.2% |
| 5 | TWO SIGMA INVESTMENTS, LP | 1,177,802 | $115.2M | 5.2% | DOUBLED +6854.4% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,060,368 | $103.7M | 4.7% | NEW |
| 7 | NORGES BANK | 950,416 | $93.0M | 4.2% | NEW |
| 8 | BANK OF AMERICA CORP /DE/ | 724,293 | $70.8M | 3.2% | — |
| 9 | WELLS FARGO & COMPANY/MN | 452,054 | $44.2M | 2.0% | — |
| 10 | Cullen Capital Management, LLC | 15,304 | $1.5M | 0.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 950,416 | — | $93.0M | 2025-Q4 |
| MORGAN STANLEY | ADD | 1,462,685 | 2,129,343 | +45.6% | $231.2M | 2025-Q3 |
| FMR LLC | TRIM | 4,408,710 | 1,666,593 | -62.2% | $181.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 21,971 | 1,527,962 | +6854.4% | $165.9M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 43,100 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | EXIT | 1,148,976 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | TRIM | 1,980,993 | 1,462,685 | -26.2% | $143.6M | 2025-Q2 |
| NORGES BANK | NEW | — | 1,148,976 | — | $112.8M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 157,765 | 21,971 | -86.1% | $2.2M | 2025-Q2 |
| CITADEL ADVISORS LLC | ADD | 2,153,105 | 3,288,613 | +52.7% | $389.4M | 2025-Q1 |
| MORGAN STANLEY | ADD | 1,376,059 | 1,980,993 | +44.0% | $234.6M | 2025-Q1 |
| UBS Group AG | ADD | 923,529 | 1,271,729 | +37.7% | $150.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 797,064 | 157,765 | -80.2% | $18.7M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 219,213 | 55,779 | -74.6% | $6.6M | 2025-Q1 |
| NORGES BANK | EXIT | 1,025,952 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | ADD | 1,523,394 | 2,153,105 | +41.3% | $237.1M | 2024-Q4 |
| UBS Group AG | DOUBLED | 271,172 | 923,529 | +240.6% | $101.7M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 345,613 | 219,213 | -36.6% | $24.1M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 990,632 | — | $120.0M | 2024-Q3 |
9 unique insiders with 2 transactions. Net insider value: $74.6K ($99.8K bought, $25.2K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 1, 2026 | Chung Bruce | Director | A | 274.898 | $0.00 | $0.00 |
| Apr 1, 2026 | Abramo Mercedes | Director | A | 261.808 | $0.00 | $0.00 |
| Apr 1, 2026 | AMIN TARANG | Director | A | 261.808 | $0.00 | $0.00 |
| Apr 1, 2026 | Perry Kirk | Director | A | 261.808 | $0.00 | $0.00 |
| Mar 20, 2026 | Penrose Jill R | Chief People Officer | A | 613 | $0.00 | $0.00 |
| Mar 20, 2026 | Marshall Tucker H | Chief Financial Officer | A | 731 | $0.00 | $0.00 |
| Mar 20, 2026 | Ferguson Robert D | Chief Product Supply Officer | A | 2,992 | $0.00 | $0.00 |
| Mar 20, 2026 | Williams Katherine Marie | Chief Marketing Officer | A | 5,000 | $0.00 | $0.00 |
| Mar 10, 2026 | SMUCKER MARK T | CEO, Chair of Board | SELL | 231.33 | $108.97 | $25.2K |
| Mar 2, 2026 | AMIN TARANG | Director | BUY | 880 | $113.41 | $99.8K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 2 mixed, 0 neutral. Avg impact: 6.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (56% buy). Based on 25 analysts: 5 strong buy, 9 buy, 11 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$115.47 mean target
+2.7% upside
Hold (2.19)
$95.00 Low
$134.00 High
| Metric | Value |
|---|---|
| Current Price | $112.39 |
| Target Low | $95.00 |
| Target Mean | $115.47 |
| Target Median | $120.00 |
| Target High | $134.00 |
| # Analysts | 17 |
| Recommendation | Hold (2.19) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$2.18 | $2.06 | $2.28 | 14.7% | -1.6% | 2↑ 4↓ | $2.1B | 0.3% | 12 |
| Next Q 2026-10-31 |
$2.49 | $2.29 | $2.60 | 18.4% | -1.6% | 0↑ 6↓ | $2.3B | -1.8% | 12 |
| Current FY 2027-04-30 |
$9.80 | $8.60 | $10.25 | 7.1% | -1.6% | 0↑ 7↓ | $9.0B | -0.9% | 18 |
| Next FY 2028-04-30 |
$8.48 | $7.89 | $9.14 | 2.8% | -3.2% | 1↑ 2↓ | $9.2B | 2.7% | 6 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.180 | |
| 7d ago | $2.201 | -0.021 |
| 30d ago | $2.214 | -0.034 |
| 60d ago | $2.206 | -0.026 |
| 90d ago | $2.216 | -0.036 |
11 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 5, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jun 2, 2026 | UBS | MAINTAIN | Buy | Buy |
| May 19, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| May 15, 2026 | Evercore ISI Group | INITIATE | — | Outperform |
| May 4, 2026 | Bernstein | MAINTAIN | Outperform | Outperform |
| Apr 23, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 21, 2026 | Stifel | MAINTAIN | Hold | Hold |
| Apr 14, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 14, 2026 | BTIG | INITIATE | — | Buy |
| Apr 8, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 30, 2026 | Deutsche Bank | MAINTAIN | Hold | Hold |
| Mar 19, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Mar 11, 2026 | Bernstein | UPGRADE | Market Perform | Outperform |
| Mar 2, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 27, 2026 | Bernstein | MAINTAIN | Market Perform | Market Perform |
| Feb 27, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Feb 23, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Feb 20, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Jan 16, 2026 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Jan 8, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 9 | 11 | 0 | 0 | 56% | |
| May 1, 2026 | 5 | 8 | 11 | 0 | 0 | 54% | |
| Apr 1, 2026 | 4 | 8 | 11 | 0 | 0 | 52% | |
| Mar 1, 2026 | 3 | 8 | 12 | 0 | 0 | 48% | |
| Feb 1, 2026 | 2 | 8 | 13 | 0 | 0 | 43% | |
| Jan 1, 2026 | 2 | 9 | 12 | 0 | 0 | 48% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Gary Peters | D | SENATE | BUY | $1,001 - $15,000 | The J M Smucker Company | May 11, 2026 (19d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 9, 2026
earnings_calendar
SJM Q4 2026 Earnings After Market Close — 2026-06-09
May 18, 2026
dark_pool
Dark Pool: SJM — 2.3M shares, 51,216 trades
Week starting 2026-05-18. Total ATS volume: 2,317,960 shares across 51,216 trades.
May 13, 2026
short_volume
Short Volume: SJM — 61.3% short (0.6M / 0.9M)
Short: 570,187 | Exempt: 0 | TRF Vol: 930,850 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: SJM — 3.2M shares, 57,991 trades
Week starting 2026-05-11. Total ATS volume: 3,159,911 shares across 57,991 trades.
May 4, 2026
dark_pool
Dark Pool: SJM — 2.4M shares, 47,866 trades
Week starting 2026-05-04. Total ATS volume: 2,384,047 shares across 47,866 trades.
Apr 28, 2026
short_volume
Short Volume: SJM — 71.9% short (1.1M / 1.6M)
Short: 1,147,885 | Exempt: 0 | TRF Vol: 1,597,121 | Short Ratio: 71.9% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: SJM — 56.8% short (0.3M / 0.6M)
Short: 324,548 | Exempt: 42 | TRF Vol: 570,976 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: SJM — 2.4M shares, 51,386 trades
Week starting 2026-04-27. Total ATS volume: 2,386,732 shares across 51,386 trades.
Apr 20, 2026
dark_pool
Dark Pool: SJM — 1.9M shares, 46,215 trades
Week starting 2026-04-20. Total ATS volume: 1,903,933 shares across 46,215 trades.
Apr 13, 2026
dark_pool
Dark Pool: SJM — 3.3M shares, 65,024 trades
Week starting 2026-04-13. Total ATS volume: 3,275,563 shares across 65,024 trades.
Apr 7, 2026
short_volume
Short Volume: SJM — 57.5% short (0.4M / 0.6M)
Short: 353,410 | Exempt: 0 | TRF Vol: 614,507 | Short Ratio: 57.5% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: SJM — 2.5M shares, 58,184 trades
Week starting 2026-04-06. Total ATS volume: 2,511,058 shares across 58,184 trades.
Apr 2, 2026
short_volume
Short Volume: SJM — 67.3% short (0.5M / 0.7M)
Short: 500,318 | Exempt: 0 | TRF Vol: 742,905 | Short Ratio: 67.3% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
dark_pool
Dark Pool: SJM — 1.9M shares, 43,910 trades
Week starting 2026-03-30. Total ATS volume: 1,922,882 shares across 43,910 trades.
Mar 25, 2026
short_volume
Short Volume: SJM — 55.3% short (0.3M / 0.5M)
Short: 299,259 | Exempt: 0 | TRF Vol: 541,629 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)