SJM
J M SMUCKER Co
$116.49
-0.29%
$12.4B
No data for this timeframe.
Vol
Market Cap$12.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (56%)
Inst. Holders50 funds
Inst. Value$6.1B
Inst. Activity28 buys / 22 sells
Insider Activity1B / 2S
Insider Net $-$570.8K
SEC Reports2
Congressional1 trades
Exchange NYSE·Sector Canned, Fruits, Veg, Preserves, Jams & Jellies·Inc. OH·CIK 0000091419·Prev Close $116.83
Recent Activity
Jun 11, 2026
Insider
SMUCKER MARK T was granted 34,497 shares
CEO, Chair of Board
Jun 11, 2026
Insider
Penrose Jill R was granted 5,978 shares
Chief People Officer
Jun 11, 2026
Insider
Knudsen Jeannette L was granted 6,797 shares
Chief Legal Officer
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
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.
FMR LLC — ADD
2,193,760 shares ($211.6M)
Inst.
BALYASNY ASSET MANAGEMENT L.P. — TRIM
1,166,288 shares ($112.5M)
Price Targets
$121.59
+4.4% upside
Hold
Current $116.49
Low $98.00
Median $125.00
High $135.00
17 analysts
$98.00
$135.00
Analyst Ratings
5Strong Buy
9Buy
11Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 11, 2026 | UBS | MAINTAIN | Buy → Buy |
| Jun 11, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Jun 10, 2026 | Evercore ISI Group | MAINTAIN | Outperform → Outperform |
| Jun 10, 2026 | TD Cowen | MAINTAIN | Hold → Hold |
| Jun 10, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.64 ▼ -0.5% | $2.58 — $2.76 | 14% YoY | 15 |
| Next Q | $2.56 ▲ +1.3% | $2.49 — $2.61 | 22% YoY | 14 |
| Current FY | $10.01 | $0.00 — $9.15 | -1% YoY | 0 |
| Next FY | $8.75 | $7.89 — $9.34 | 4% YoY | 7 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Erste Asset Management GmbH | — | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $650.6M | — |
| BlackRock, Inc. | $648.7M | — |
| STATE STREET CORP | $626.5M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $470.4M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 11, 2026 | SMUCKER MARK | A | $0.00 |
| Jun 11, 2026 | Penrose Jill | A | $0.00 |
| Jun 11, 2026 | Knudsen Jeannette | A | $0.00 |
| Jun 11, 2026 | Marshall Tucker | A | $0.00 |
| Jun 11, 2026 | Williams Katherine | A | $0.00 |
Congressional Trades
1 members: 1 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Gary Peters | D | BUY | $1,001 - $15,000 |
50 institutional holders with $6.1B total value (63,318,155 shares) as of 2026-Q1. Top holders: Erste, VANGUARD, BlackRock,. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Erste Asset Management GmbH | — | $0.00 | 0.0% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 6,746,043 | $650.6M | 10.7% | — |
| 3 | BlackRock, Inc. | 6,726,864 | $648.7M | 10.6% | — |
| 4 | STATE STREET CORP | 6,495,802 | $626.5M | 10.3% | — |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,877,664 | $470.4M | 7.7% | — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 3,920,718 | $378.1M | 6.2% | — |
| 7 | BARCLAYS PLC | 3,038,452 | $293.0M | 4.8% | — |
| 8 | Invesco Ltd. | 2,324,014 | $224.1M | 3.7% | — |
| 9 | FMR LLC | 2,193,760 | $211.6M | 3.5% | ADD +42.7% |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2,190,076 | $211.2M | 3.5% | — |
| 11 | MORGAN STANLEY | 2,164,404 | $208.7M | 3.4% | — |
| 12 | Point72 Asset Management, L.P. | 1,980,570 | $191.0M | 3.1% | — |
| 13 | CITADEL ADVISORS LLC | 1,935,012 | $186.6M | 3.1% | — |
| 14 | ARIEL INVESTMENTS, LLC | 1,860,459 | $179.4M | 2.9% | — |
| 15 | TWO SIGMA INVESTMENTS, LP | 1,646,723 | $158.8M | 2.6% | — |
| 16 | GOLDMAN SACHS GROUP INC | 1,317,246 | $127.0M | 2.1% | — |
| 17 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 1,229,845 | $118.6M | 1.9% | — |
| 18 | BALYASNY ASSET MANAGEMENT L.P. | 1,166,288 | $112.5M | 1.8% | TRIM -26.3% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,089,703 | $105.1M | 1.7% | — |
| 20 | DEUTSCHE BANK AG\ | 1,044,563 | $100.7M | 1.6% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | ADD | 1,537,033 | 2,193,760 | +42.7% | $211.6M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | TRIM | 1,583,041 | 1,166,288 | -26.3% | $112.5M | 2026-Q1 |
| Verition Fund Management LLC | DOUBLED | 138,833 | 535,463 | +285.7% | $51.6M | 2026-Q1 |
| Amundi | TRIM | 930,357 | 505,438 | -45.7% | $48.7M | 2026-Q1 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | NEW | — | 372,888 | — | $36.0M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 99,808 | 360,537 | +261.2% | $34.8M | 2026-Q1 |
| Freestone Grove Partners LP | ADD | 226,180 | 291,888 | +29.1% | $28.1M | 2026-Q1 |
| STIFEL FINANCIAL CORP | DOUBLED | 93,051 | 213,999 | +130.0% | $20.6M | 2026-Q1 |
| Legal & General Group Plc | TRIM | 331,639 | 197,429 | -40.5% | $19.0M | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. | TRIM | 271,304 | 172,705 | -36.3% | $16.7M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 15,496 | 166,221 | +972.7% | $16.0M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 22,200 | 160,000 | +620.7% | $15.4M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | DOUBLED | 23,041 | 151,983 | +559.6% | $14.7M | 2026-Q1 |
| Gotham Asset Management, LLC | DOUBLED | 28,980 | 151,459 | +422.6% | $14.6M | 2026-Q1 |
| FIL Ltd | TRIM | 300,000 | 150,000 | -50.0% | $14.5M | 2026-Q1 |
| Assenagon Asset Management S.A. | TRIM | 266,543 | 141,435 | -46.9% | $13.6M | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT | NEW | — | 126,050 | — | $12.2M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 63,612 | 101,954 | +60.3% | $9.8M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 20,677 | 99,011 | +378.8% | $9.5M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 63,768 | 97,300 | +52.6% | $9.4M | 2026-Q1 |
| Swedbank AB | TRIM | 180,595 | 75,284 | -58.3% | $7.3M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 23,894 | 66,674 | +179.0% | $6.4M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | TRIM | 131,985 | 61,540 | -53.4% | $6.0M | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | NEAR_EXIT | 255,100 | 54,193 | -78.8% | $5.2M | 2026-Q1 |
| ING GROEP NV | DOUBLED | 14,914 | 51,187 | +243.2% | $4.9M | 2026-Q1 |
10 unique insiders with 17 transactions. Net insider value: -$570.8K ($99.8K bought, $670.6K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 11, 2026 | SMUCKER MARK T | CEO, Chair of Board | AWARD | 34,497 | — | — |
| Jun 11, 2026 | Penrose Jill R | Chief People Officer | AWARD | 5,978 | — | — |
| Jun 11, 2026 | Knudsen Jeannette L | Chief Legal Officer | AWARD | 6,797 | — | — |
| Jun 11, 2026 | Marshall Tucker H | Chief Financial Officer | AWARD | 9,207 | — | — |
| Jun 11, 2026 | Williams Katherine Marie | Chief Marketing Officer | AWARD | 3,136 | — | — |
| Jun 11, 2026 | Knudsen Jeannette L | Chief Legal Officer | SELL | 5,550 | $116.29 | $645.4K |
| Jun 11, 2026 | Ferguson Robert D | Chief Product Supply Officer | AWARD | 8,650 | — | — |
| Apr 1, 2026 | Chung Bruce | Director | AWARD | 274.898 | — | — |
| Apr 1, 2026 | Abramo Mercedes | Director | AWARD | 261.808 | — | — |
| Apr 1, 2026 | AMIN TARANG | Director | AWARD | 261.808 | — | — |
| Apr 1, 2026 | Perry Kirk | Director | AWARD | 261.808 | — | — |
| Mar 20, 2026 | Penrose Jill R | Chief People Officer | AWARD | 613 | — | — |
| Mar 20, 2026 | Marshall Tucker H | Chief Financial Officer | AWARD | 731 | — | — |
| Mar 20, 2026 | Ferguson Robert D | Chief Product Supply Officer | AWARD | 2,992 | — | — |
| Mar 20, 2026 | Williams Katherine Marie | Chief Marketing Officer | AWARD | 5,000 | — | — |
| 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
$121.59 mean target
+4.4% upside
Hold (2.19)
$98.00 Low
$135.00 High
| Metric | Value |
|---|---|
| Current Price | $116.49 |
| Target Low | $98.00 |
| Target Mean | $121.59 |
| Target Median | $125.00 |
| Target High | $135.00 |
| # 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 2026-04-30 |
$2.64 | $2.58 | $2.76 | 14.2% | -0.5% | 1↑ 5↓ | $2.1B | 0.3% | 15 |
| Next Q 2026-10-31 |
$2.56 | $2.49 | $2.61 | 21.9% | +1.3% | 1↑ 8↓ | $2.2B | -4.1% | 14 |
| Current FY 2027-04-30 |
$10.01 | $0.00 | $9.15 | -1.1% | -0.0% | 3↑ 5↓ | $9.0B | 3.6% | 0 |
| Next FY 2027-04-30 |
$8.75 | $7.89 | $9.34 | 4.2% | -0.1% | 0↑ 2↓ | $8.9B | 0.6% | 7 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.203 | |
| 7d ago | $2.201 | +0.002 |
| 30d ago | $2.214 | -0.011 |
| 60d ago | $2.206 | -0.003 |
| 90d ago | $2.216 | -0.013 |
13 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 11, 2026 | UBS | MAINTAIN | Buy | Buy |
| Jun 11, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jun 10, 2026 | Evercore ISI Group | MAINTAIN | Outperform | Outperform |
| Jun 10, 2026 | TD Cowen | MAINTAIN | Hold | Hold |
| Jun 10, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Jun 10, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jun 10, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jun 10, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Jun 10, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| 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)