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The J. M. Smucker Company (SJM) Presents at Barclays 19th Annual Global Consumer Staples Conference Transcript

The disposition involved the sale of 84,821 shares at a weighted-average price of $131.39 per share, totaling $11.1 million. The shares traded represented 38% of the insider's total equity stake before the filing.

Marshall H. Tucker, Chief Financial Officer of The J. M. Smucker Company (SJM -0.89%), disposed of 18,482 shares of common stock on Aug. 28, 2026, as disclosed in a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$2.4 millionShares sold (directly held)18,482Post-transaction shares40,225Post-transaction shares (directly held)38,699Post-transaction shares (indirectly held)1,526Post-transaction value$5.32 millionTransaction value based on SEC Form 4 weighted average sale price ($132.05); post-transaction value based on Aug. 28, 2026, market close ($132.34).

Key questionsWhat were the mechanics of this equity disposal?
Marshall H. Tucker exercised 18,482 stock options with an exercise price of $125.82 and sold the underlying shares in multiple open-market transactions at prices ranging from $131.83 to $132.33.How does this impact the CFO's overall equity exposure?
The sale was limited to the shares acquired through the exercise of the option, leaving the executive's prior direct position of 38,699 common shares intact, along with an indirect holding of 1,526 shares.What was the market environment at the time of the sale?
The transaction was executed when the stock was priced at $132.05, which closely tracked the Aug. 28, 2026, market close of $132.34.Does the insider maintain a significant residual interest in the company?
The reporting person retains a total beneficial ownership of 40,225 shares, which represents approximately 0.0376% of the company's outstanding equity based on recent market capitalization data.Company OverviewMetricValueShare Price (as of market close 2026-08-28)$132.34Market Capitalization$14.1 billionRevenue (TTM)$9.2 billionNet Income (TTM)$229.5 millionCompany SnapshotThe J. M. Smucker Company manufactures and markets a diversified portfolio of branded food and beverage products, including coffee, peanut butter, fruit preserves, and pet food, generating the majority of its revenue through three principal U.S. retail divisions: Pet Foods, Coffee, and Consumer Foods.The company operates a branded consumer packaged goods business model, leveraging established market positions and distribution networks to deliver products across retail channels, with revenue generation driven by volume sales, pricing strategies, and product innovation across its portfolio.The company primarily serves retail consumers through grocery stores, mass merchandisers, and e-commerce platforms, with customer bases spanning households seeking premium coffee and spreads as well as pet owners purchasing branded pet food products.The J. M. Smucker Company is a leading international packaged foods enterprise with approximately $9.2 billion in TTM revenue and a market capitalization of $14.1 billion. The company maintains a competitive position through its portfolio of iconic, long-established brands and vertically integrated operations spanning production, marketing, and distribution. With 8,000 employees and headquarters in Orrville, Ohio, Smucker demonstrates resilience in the consumer defensive sector, evidenced by a 24.01% one-year share price appreciation.

What this transaction means for investorsThe size of Marshall Tucker's sale of J.M. Smucker stock may alarm investors at first glance, since the share amounts were equal to 46% of the equity stake before the filing.

However, a closer look reveals the move was an options exercise that left his direct and indirect stock holdings intact. This likely means this was a portfolio management decision, rather than a sign Tucker had turned bearish on the consumer staples stock.

Right now, Smucker is not giving investors any obvious reasons to sell. Its brand portfolio, which includes Hostess, Jif, and coffee brands such as Folgers, is widely recognized and recession-resistant. Also, its stock has risen by 24% over the last year, beating the S&P 500.

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Furthermore, its dividend yield is 3.3%, well above the S&P 500's average of 1%. It has also risen for 25 straight years, another factor that could attract income investors. Amid these conditions, insiders should probably be more inclined to buy shares instead of sell.

On August 26, 2026, JM Smucker Co SJM released its 8-K filing, announcing its financial results for the first quarter ended July 31, 2026. The company reported a notable increase in sales and adjusted earnings, demonstrating resilience against ongoing market challenges.

JM Smucker Co is a leading packaged food company that primarily sells through the US retail channel, with approximately 75% of its fiscal 2026 revenue coming from retail pet foods, coffee, and frozen handheld/spreads segments. The company operates well-known brands such as Folgers, Dunkin', and Cafe Bustelo in its coffee category, which contributes 37% of its sales. The pet foods segment holds brands like Milk-Bone and Meow Mix, accounting for 18% of sales. The acquisition of Hostess Brands in fiscal 2024 has further strengthened its presence in the snack and convenience store categories.

In the latest earnings report, JM Smucker Co SJM achieved net sales of $2.2 billion, reflecting a 5% increase, or $106.0 million, compared to the prior year. This growth was primarily driven by higher net pricing and increased volume/mix for key products such as Uncrustables® sandwiches. The net income per diluted share was reported at $3.03, contrasting with a net loss per share of $0.41 from the prior year. The adjusted earnings per share showed a significant increase of 71%, reaching $3.24, bolstered by $0.84 in tariff refunds received during the quarter. Despite these accomplishments, the company is grappling with challenges including inflationary pressures and evolving consumer habits.

Financially, JM Smucker Co SJM bolstered its cash provided by operating activities to $425.7 million, an increase from cash used for operating activities of $10.6 million the previous year. Free cash flow also showed a strong recovery, reaching $337.3 million compared to negative $94.9 million in the prior year. The company updated its full-year outlook, predicting a net sales decrease of 1.0 to 2.0 percent, with adjusted earnings per share projected to range from $10.50 to $11.00. The company's adjusted earnings per share estimate aligns with the provided analyst forecast of $8.45, making the reported $3.24 considerably higher.

Key MetricsFY27 Q1FY26 Q1Change (%)Net Sales$2,219.3 million$2,113.3 million5%Operating Income$511.6 million$45.6 millionn/mAdjusted EPS$3.24$1.9071%Free Cash Flow$337.3 million($94.9 million)n/mGuruFocus Valuation CheckAccording to GuruFocus's proprietary data, JM Smucker Co SJM has a GF Score of 65 out of 100, indicating an above-average rating for the company. The calculated GF Value stands at $117.06, rendering the current price of $125.45 as approximately 7.2% overvalued. For investors, the GF Score coupled with a profitability rank of 6 out of 10 suggests moderate potential, yet a growth rank of only 1 out of 10 indicates significant headwinds in growth prospects.

The company's financial strength score of 4 out of 10 raises concerns, particularly in light of net insider activity where insiders sold $5.5 million in shares while only acquiring $0.1 million. This could signal caution to potential investors. Despite the undervaluation of stock based on the GF Value, the mixed signals regarding financial stability and insider activity suggest careful consideration is warranted before investment.

For a deeper dive, visit the JM Smucker Co stock page on GuruFocus.

Explore the complete 8-K earnings release (here) from JM Smucker Co for further details.

GuruFocus context: GuruFocus’ GF Value™ estimates fair value near $117.06 (7.2% overvalued); its GF Score™ is 65/100; 11 gurus currently hold the stock, with 4 adding and 6 trimming positions in recent quarters — guru 13F data Simply Wall St and Morningstar don’t have. See the full JM Smucker Co SJM research.

This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].

The J.M. Smucker Company’s Dividend: Too Sweet to Ignore?J. M. Smucker NYSE: SJM said its fiscal 2027 first-quarter performance reflected momentum in its coffee, Uncrustables, pet snacks and selected sweet baked snacks businesses, while management maintained a cautious view on consumer demand, commodity costs and freight inflation for the remainder of the year.

During the company’s earnings question-and-answer session, Chief Executive Officer Mark Smucker said the company’s portfolio and ongoing brand investments support its long-term growth outlook. Chief Financial Officer Tucker Marshall said the company’s guidance incorporates higher underlying cost inflation and conservative volume assumptions for coffee.

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Tariff Refund Supports Investment and Debt Reduction SJM Surges 9%, But Hostess Weakness Clouds OutlookMarshall said the company received an $0.84 per-share benefit from tariff refunds during the first quarter. J. M. Smucker plans to reinvest part of that benefit through selling, distribution and administrative expenses, including higher administrative expenses, incremental marketing and pre-production costs tied to its McCalla, Alabama, facility supporting Uncrustables.

The company expects a roughly $0.60 full-year benefit from the tariff refunds after accounting for incremental costs and spending, according to Marshall. He said the company also intends to use remaining earnings or cash to reduce debt.

5 Under-the-Radar Consumer Staples Stocks With Pricing PowerMarshall said J. M. Smucker remains on track to pay down approximately $500 million of debt during fiscal 2027 and has already reached its targeted 3x leverage ratio in the first quarter, ahead of expectations. The company remains committed to its quarterly dividend, which it recently increased, and now has flexibility to consider share repurchases, he said.

Coffee Outlook Remains Cautious Despite First-Quarter Growth Management said coffee delivered strong first-quarter results across its key brands, although the company continues to expect low-single-digit volume declines for the full fiscal year. Smucker cited continued volatility in green coffee commodities, category conditions and the consumer environment as reasons for maintaining a prudent outlook.

Smucker said Café Bustelo grew 23% during the quarter, supported by its Game Face marketing campaign tied to soccer. He described the brand as having significant opportunity for distribution expansion in the central and western U.S. regions, noting that it is now the sixth-largest brand in the category and that the company aspires to move it into the top four.

The company had considered a coffee list-price decline near the end of the fiscal year because the base coffee commodity is lower than a year earlier. However, Smucker said commodity prices have not crossed the thresholds needed to support a list-price reduction and have not shown sustained deflation. Instead, the company has passed some deflation through to consumers through trade spending and promotions.

Folgers grew during the quarter and posted approximately flat volume and mix, Marshall said. Smucker also said Folgers, one of the company’s more affordable coffee brands, performed well around promotional activity tied to America’s 250th anniversary during July.

Underlying cost inflation, excluding the effects of green coffee tariffs and tariff refunds, is now expected to be in the mid-single digits. Marshall said the increase from the company’s earlier expectations is largely attributable to freight, commodities and other ingredients.

Uncrustables Growth Accelerates, McCalla Costs Rise J. M. Smucker raised its outlook for Uncrustables to high-single-digit growth for fiscal 2027, compared with its prior expectation for mid-single-digit growth after the brand reached its $1 billion ambition in the previous fiscal year.

Marshall said the stronger outlook is driven primarily by U.S. retail channels, with improvement also coming from away-from-home sales. The company is increasing pre-production expenses to bring capacity online earlier at its McCalla, Alabama, facility. As a result, margins in the frozen handheld and spreads segment may decline modestly during the next few quarters, although Marshall said the overall margin profile remains strong.

Smucker said demand has been supported by the rollout of “fridge-friendly” Uncrustables, which can be kept thawed in a refrigerator for five days, as well as new flavors, limited-time offerings, higher-protein products and expanded distribution. The company is also building its convenience-store presence and growing its away-from-home business.

The second phase of the McCalla facility has already been built, Smucker said, and will focus on the brand’s core crimped soft-bread format. Activating the capacity will require staffing and operational startup.

Pet and Sweet Baked Snacks Show Mixed Trends In pet snacks, Smucker said Pup-Peroni posted 5% net sales growth and 7% growth in the quarter, supported by a brand refresh, marketing and customer events. Milk-Bone returned to volume growth, aided by innovation in soft and chewy products and marketing support. Jerky Treats declined during the period.

Smucker said the company remains positive on dog snacks and continues to focus on growing Milk-Bone’s relevance in treating occasions. The company’s broader pet strategy remains centered on consumables, including dog snacks and cat food, rather than pet technology products or devices.

In sweet baked snacks, management said Hostess performed in line with expectations as the company continues its stabilization efforts. Donettes performed well, particularly in larger bag sizes and mini churro donut innovation, while Suzy Q’s innovation also showed positive performance.

However, Smucker said convenience-store traffic remains challenged. He suggested lower gasoline prices could eventually improve traffic by encouraging more consumers to enter stores after fueling, though he said the outcome remains uncertain. Marshall said the sweet baked snacks business is expected to decline by low single digits for the full year, with larger declines in the first half as the company laps prior-year SKU rationalization and a more stable back half.

Management also said it is supporting Jif through refreshed packaging, new marketing focused on snacking occasions and the launch of Jif Simply products with two or three ingredients. Smucker said the company does not view softness in the peanut butter category as structural and continues to see opportunities in both peanut butter and fruit spreads.

About J. M. Smucker (NYSE:SJM)The J. M. Smucker Company is a diversified food and beverage manufacturer and marketer known for a portfolio of well-established consumer brands. The company's main business activities include the production and distribution of fruit spreads, peanut butter, coffee and coffee filters, as well as pet food and pet snacks. Smucker's core product lines serve both retail and foodservice customers through grocery chains, mass merchandisers, club stores, convenience outlets and e-commerce channels.

Among its leading brands are Smucker's® fruit spreads, Jif® peanut butter, Folgers® and Dunkin'® coffees, and Café Bustelo® coffee.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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Should You Invest $1,000 in J. M. Smucker Right Now?Before you consider J. M. Smucker, you'll want to hear this.

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Smucker (SJM - Free Report) came out with quarterly earnings of $3.24 per share, beating the Zacks Consensus Estimate of $2.21 per share. This compares to earnings of $1.9 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +46.61%. A quarter ago, it was expected that this food maker would post earnings of $2.65 per share when it actually produced earnings of $2.77, delivering a surprise of +4.53%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

Smucker, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $2.22 billion for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 5.42%. This compares to year-ago revenues of $2.11 billion. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Smucker shares have added about 28.3% since the beginning of the year versus the S&P 500's gain of 12.2%.

What's Next for Smucker?While Smucker has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Smucker was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.54 on $2.23 billion in revenues for the coming quarter and $9.98 on $8.87 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Food - Miscellaneous is currently in the bottom 13% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, Campbell's (CPB - Free Report) , has yet to report results for the quarter ended July 2026. The results are expected to be released on September 3.

This maker of canned soup, Pepperidge Farm cookies and V8 juice is expected to post quarterly earnings of $0.40 per share in its upcoming report, which represents a year-over-year change of -35.5%. The consensus EPS estimate for the quarter has been revised 2.4% lower over the last 30 days to the current level.

Campbell's' revenues are expected to be $2.15 billion, down 7.3% from the year-ago quarter.

The J. M. Smucker Company remains a Buy, supported by strong FY'27 results, boosted guidance, and a solid margin of safety in valuation. SJM delivered $337.3M in free cash flow and 71% higher Adj. EPS, with tariff refunds and improved cost structure driving performance. Guidance upgrades include Adj. EPS of $10.50–$11.00 and $1.1B FCF, while balance sheet strength enables potential buybacks and sustained dividend growth.

J M Smucker Co (NYSE:SJM) raised its full-year profit and sales forecasts on Wednesday after first-quarter results topped Wall Street estimates, sending shares of the packaged foods maker up 3.4%.

The company posted adjusted earnings of $3.24 per share for its fiscal first quarter, far outpacing the $2.22 analysts had expected and marking a 71% jump from a year earlier. Revenue rose 5% to $2.2 billion, also ahead of the $2.13 billion consensus estimate.

Coffee was the standout segment, with net sales climbing 13% to $807.8 million. Frozen Handheld & Spreads grew 3% to $499.3 million, Pet Foods rose 1% to $371.7 million and Away From Home added 3% to reach $203.7 million. Sweet Baked Snacks was the lone decliner, down 7% to $236.5 million.

Gross profit more than doubled to $979.6 million, up 106% from a year ago, while gross margin expanded to 44.1%. Free cash flow came in at $337.3 million, well above the $115 million analysts had projected.

For the full year, Smucker now expects adjusted earnings of $10.50 to $11 per share, up from its prior outlook and above the $10.05 consensus. The company narrowed its projected net sales decline to a range of 1% to 2%, an improvement from the 3% to 4% drop it had previously forecast. Free cash flow guidance was lifted to approximately $1.1 billion from $1 billion, while capital expenditure guidance was trimmed slightly to $325 million.

Analysts at Jefferies noted management's updated guidance implies earnings of $10.15 per share when excluding an estimated $0.60 tariff benefit net of SD&A investment.

U.S. stocks traded lower midway through trading, with the Dow Jones index falling more than 150 points on Wednesday.

The Dow traded down 0.30% to 53,419.33 while the NASDAQ declined 0.27% to 26,081.96. The S&P 500 also fell, dropping, 0.07% to 7,671.71.

Leading and Lagging Sectors

Industrials shares jumped by 1% on Wednesday.

In trading on Wednesday, consumer discretionary stocks fell by 0.7%.

Top Headline

J.M. Smucker Co (NYSE:SJM) shares gained around 3% on Wednesday after the company reported better-than-expected first-quarter financial results and raised its FY27 guidance above estimates.

JM Smucker reported quarterly earnings of $3.24 per share which beat the analyst consensus estimate of $2.22 per share. The company reported quarterly sales of $2.219 billion which beat the analyst consensus estimate of $2.131 billion.

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Cre8 Enterprise Ltd (NASDAQ:CRE) shares shot up 180% to $7.20 after the company reported a year-over-year increase in the number of customers served in H1 2026. Shares of Abercrombie & Fitch Co (NYSE:ANF) got a boost, surging 34% to $146.02 after the company reported better-than-expected second-quarter financial results and raised its FY26 guidance above estimates. YY Group Holding Ltd (NASDAQ:YYGH) shares were also up, gaining 72% to $1.98 after the company announced a supplemental agreement canceling its $5.94 million Second Convertible Note Tranche and Warrants. Trending

Equities Trading DOWN

Greenland Mines Ltd (NASDAQ:GRML) shares dropped 44% to $5.40 after the company announced a proposed public offering. Shares of Wetour Robotics Ltd (NASDAQ:WETO) were down 36% to $18.15 after the company announced it entered into an agreement with Rodman & Renshaw to sell up to $75 million of shares. Qfin Holdings Inc – ADR (NASDAQ:QFIN) was down, falling 15% to $9.77 after the company reported a year-over-year decrease in second-quarter financial results. Commodities

In commodity news, oil traded down 0.1% to $82.34 while gold traded down 0.9% at $4,652.60.

Silver traded down 1.1% to $67.93 on Wednesday, while copper fell 1.5% to $6.6115.

Euro zone

European shares were higher today. The eurozone’s STOXX 600 gained 0.3%, while Spain’s IBEX 35 Index rose 0.5%, London’s FTSE 100 rose 0.2%, Germany’s DAX gained 0.6%, while France’s CAC 40 rose 0.7%.

Asia Pacific Markets

Asian markets closed mostly higher on Wednesday, with Japan’s Nikkei 225 gaining 0.62%, Hong Kong’s Hang Seng index rising 0.56%, China’s Shanghai Composite rising 0.59% and India’s BSE Sensex falling 0.24%.

Economics

The Personal Consumption Expenditures (PCE) price index, rose by 3.7% year-over-year in July, against economist forecasts of 3.6%, the Bureau of Economic Analysis said Wednesday.U.S. gross domestic product rose at a 1.5% annualized rate in the second quarter, matching forecasts.Personal income rose $115.1 billion, or 0.4% on the month, double the 0.2% economists expected and twice June’s pace.Personal spending was up 0.2%, rising to $36.3 billion in July.U.S. durable goods orders climbed by 1.1% month-over-month to $339.3 billion in July.The volume of mortgage applications declined by 1% in the third week of August.U.S. crude inventories climbed by 0.095 million barrels to 428.9 million barrels in the week ended Aug. 21, versus market estimates of a 0.6 million-barrel rise. Photo via Shutterstock

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Release Date: August 26, 2026For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points JM Smucker Co

One of the more delicious developments on the stock exchange on Wednesday was the latest quarterly earnings report from J.M. Smucker (SJM +0.38%). The storied food company delivered a convincing beat-and-raise quarter, but this was tempered somewhat by a large one-off payment from the U.S. federal government.

Still, there's much that was impressive about Smucker's opening frame of its new fiscal year. Let's sit at the table, grab some utensils, and tuck into this one.

Image source: Getty Images.

Outperformance, even when accounting for the tariff payoutSmucker's first quarter of fiscal 2027 was topped by a net sales figure of $2.2 billion, representing a 5% improvement over the same period of 2026.

Breaking that down by reporting segment, Smucker's No. 1 in terms of revenue also posted the hottest growth. This is U.S. retail coffee, with net sales of almost $808 million; aided by both higher volumes and increased prices -- particularly for the Cafe Bustelo and Dunkin brands -- that figure was 13% higher year over year.

The U.S. retail frozen handheld and spreads business, which houses the jams and other condiments Smucker is most readily identified with, was the No. 2 revenue generator. Higher pricing also benefited this business, as its net sales climbed 3% higher to slightly over $499 million. Also rising 3% was the company's "away from home" (i.e., sales to institutions and non-retail outlets); net sales came in at almost $204 million in the first quarter of 2027. Trailing behind and wagging its tail was U.S. retail pet foods, inching 1% higher to almost $372 million.

The one laggard was sweet baked snacks. Net sales for these offerings slumped due to softness in the snack cakes and breakfast sub-categories. Higher pricing for snack cakes and donuts couldn't save the day; overall net sales declined by 7% to under $237 million.

Top-line items such as unallocated corporate revenue and intersegment eliminations comprised the remainder of Smucker's overall net sales for the period.

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Big spendingMoving all the way down the profit and loss statement, Smucker's bottom-line leap was more impressive than any of those sales gains. Net income not under generally accepted accounting principles (non-GAAP, or adjusted) rocketed 70% higher to almost $347 million.

That shakes out to $3.24 per share, but we have to attach a note to that number. $0.84 of it is due to the refunds Smucker received from the U.S. government for tariffs it paid last year. These were imposed by the Trump administration but were quashed by the Supreme Court in February, putting the feds on the hook to return the considerable funds that many American companies spent. In Smucker's case, it had to pay increased duties for imports of raw materials such as coffee beans.

Guiding for moreSo the aforementioned convincing beats weren't as powerful as they first appeared. The consensus analyst estimate for adjusted profitability was $2.21 per share, and that for net sales was a shade over $2.1 billion. Still, if we strip that $0.84 tariff payback out of the equation, the $2.40 we're left with is still notably above the collective pundit projection. So kudos to Smucker for its better-than-expected performance.

A tip of the hat is also due the company for raising its full-year net sales guidance, indicating that the quarter wasn't just a one-time, tariff-return-enhanced blowout. Management continues to expect a decrease in the metric for fiscal 2027 compared to the previous year, but a more modest one. The new forecast is for a dip of 1% to 2%; the preceding estimate was a decrease of 3% to 4%.

Meanwhile, adjusted net income should land at $10.50 to $11 per share; formerly, Smucker was estimating $9.75 to $10.25 per share. The updated range, however, includes a roughly $0.60-per-share benefit from the tariff refund (the company aims to reinvest some of it in marketing and distribution).

While the company showed impressive growth this past quarter, at least some of its potential is dependent on price increases -- and this is a sensitive time for such moves, given consumer anxiety about rising costs. I also don't see continued and notable upside in volumes for any of Smucker’s businesses, even the well-performing coffee division.

To me, this stock is a steady, safe income play, as it’s a dependable cash generator that consistently raises its shareholder payout. These days, it has a streak of dividend raises spanning 25 years. In fact, Smucker's quarterly disbursement qualifies as a high-yield dividend, as the yield is currently 3.4%.

J.M. Smucker Co (NYSE:SJM) on Wednesday reported better-than-expected first-quarter financial results and raised its FY27 guidance above estimates.

JM Smucker reported quarterly earnings of $3.24 per share which beat the analyst consensus estimate of $2.22 per share. The company reported quarterly sales of $2.219 billion which beat the analyst consensus estimate of $2.131 billion.

J.M. Smucker raised its fiscal 2027 adjusted earnings guidance to $10.50 to $11 per share from $9.75 to $10.25. The company also lifted its sales forecast to between $8.87 billion and $8.96 billion from $8.69 billion to $8.78 billion. Both forecasts exceeded estimates of $10.05 per share and $8.76 billion, respectively.

“Our first quarter results exceeded our expectations for both net sales and adjusted earnings per share, demonstrating continued momentum across the Company,” said Mark Smucker, Chief Executive Officer, President and Chair of the Board. “Our performance reflects the strength of our differentiated portfolio, disciplined execution against our strategic priorities, and the investments we continue to make in our brands and capabilities.”

J.M. Smucker shares gained 1.3% to trade at $132.53 on Thursday.

These analysts made changes to their price targets on J.M. Smucker following earnings announcement.

Evercore ISI Group analyst David Palmer maintained the stock with an Outperform rating and raised the price target from $125 to $150. Wells Fargo analyst Chris Carey maintained the stock with an Overweight rating and raised the price target from $129 to $144. RBC Capital analyst Nik Modi maintained the stock with an Outperform rating and raised the price target from $135 to $150. Trending

Considering buying SJM stock? Here’s what analysts think:

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VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

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That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

As mentioned above, the Scores are designed to work with the Zacks Rank, so any change to a company's earnings outlook should be a deciding factor when picking which stocks to buy.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Smucker (SJM - Free Report) The J. M. Smucker Company, headquartered in Orrville, Ohio, is a leading marketer and manufacturer of branded food and beverage products and pet food and pet snacks in North America. The company's operations are primarily U.S.-based, with additional international activities, principally in Canada.

SJM is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. SJM has a Growth Style Score of A, forecasting year-over-year earnings growth of 9.1% for the current fiscal year.

For fiscal 2027, five analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.20 to $9.98 per share. SJM boasts an average earnings surprise of +1.5%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, SJM should be on investors' short list.

Key Takeaways The J. M. Smucker expects roughly flat Q1 sales, with higher pricing offset by softer volume/mix. SJM expects adjusted EPS to rise in the mid-teens, aided by coffee gross profit and lower interest expense. SJM expects lower coffee and tariff costs and productivity gains, partly offset by higher marketing. The J. M. Smucker Company (SJM - Free Report)   is scheduled to report first-quarter fiscal 2027 earnings on Aug. 26. The Zacks Consensus Estimate for revenues is pegged at $2.1 billion, indicating a decline of 0.4% from the year-ago reported number.

However, the earnings picture looks encouraging. The consensus mark for earnings has risen 1.4% over the past seven days to $2.21 a share, which suggests an increase of 16.3% from the figure reported in the year-ago period. SJM has a trailing four-quarter surprise of 1.5%, on average.

Factors Likely to Influence SJM’s Upcoming ResultsSJM’s first-quarter performance is likely to reflect a mixed sales backdrop, with pricing providing support while volume/mix remaining soft. The company expects first-quarter net sales to be roughly flat year over year, with a low-single-digit increase in net price realization offset by unfavorable volume/mix.

Demand trends across the portfolio may have remained uneven. U.S. Retail Coffee and Sweet Baked Snacks are expected to face volume/mix declines in fiscal 2027, while U.S. Retail Pet Foods and Away From Home are expected to post volume/mix growth. The company also anticipates volume growth across its key platforms — Uncrustables, Cafe Bustelo, Meow Mix and Milk-Bone — supported by continued investments in these brands. Pricing is likely to have offered additional support in Sweet Baked Snacks, as a list-price increase on certain Hostess Donettes products began in the first quarter.

The earnings picture appears more favorable. SJM expects first-quarter adjusted earnings per share to increase in the mid-teens, primarily driven by higher adjusted gross profit in U.S. Retail Coffee and lower interest expense. These benefits, however, are expected to be partly offset by increased marketing investments behind key growth platforms.

Margins may also have benefited from improving cost dynamics. The company entered fiscal 2027 expecting lower commodity and tariff costs, primarily related to green coffee, along with productivity savings from its transformation initiatives. Meanwhile, continued marketing investments and low-single-digit inflation outside green coffee and tariffs may have limited some of the margin upside.

Earnings Whispers for SJMOur proven model predicts an earnings beat for The J. M. Smucker this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.

 The J. M. Smucker currently carries a Zacks Rank #3 and has an Earnings ESP of +1.77%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Other Stocks With the Favorable CombinationHere are some other companies worth considering, as our model shows that these, too, have the right combination of elements to beat on earnings this reporting cycle.

Burlington Stores, Inc. (BURL - Free Report) currently has an Earnings ESP of +1.84% and a Zacks Rank of 3. The consensus estimate for the quarterly revenues is pinned at approximately $3 billion, which indicates 11.8% growth from the figure reported in the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Burlington’s upcoming quarter’s EPS is pegged at $2.18, which implies 37.1% growth year over year. BURL delivered a trailing four-quarter earnings surprise of 14%, on average.

Ulta Beauty, Inc. (ULTA - Free Report) currently has an Earnings ESP of +0.41% and a Zacks Rank of 3. The consensus estimate for Ulta Beauty’s quarterly revenues is pinned at about $3 billion, which implies 6.5% growth from the figure reported in the prior-year quarter.

The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at $6.19, which indicates a 7.1% jump year over year. ULTA delivered a trailing four-quarter earnings surprise of roughly 10%, on average.

Costco Wholesale Corporation (COST - Free Report) currently has an Earnings ESP of +1.45% and a Zacks Rank of 3. The Zacks Consensus Estimate for quarterly revenues is pegged at $94.5 billion, which indicates an increase of 9.6% from the figure reported in the prior-year quarter.

The Zacks Consensus Estimate for Costco’s upcoming quarter EPS is pegged at $6.51, implying 10.9% year-over-year growth. COST has a trailing four-quarter earnings surprise of 1%, on average.

Smucker (SJM - Free Report) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended July 2026. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.

The earnings report, which is expected to be released on August 26, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.

Zacks Consensus EstimateThis food maker is expected to post quarterly earnings of $2.21 per share in its upcoming report, which represents a year-over-year change of +16.3%.

Revenues are expected to be $2.11 billion, down 0.4% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.16% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that an aggregate change may not always reflect the direction of estimate revisions by each of the covering analysts.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for Smucker?For Smucker, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +1.77%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination indicates that Smucker will most likely beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that Smucker would post earnings of $2.65 per share when it actually produced earnings of $2.77, delivering a surprise of +4.53%.

Over the last four quarters, the company has beaten consensus EPS estimates two times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

Smucker appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Please do your own due diligence and consult with your financial advisor, if you have one, before making any investment decisions. The author is not acting in an investment adviser capacity. The author's opinions expressed herein address only select aspects of potential investment in securities of the companies mentioned and cannot be a substitute for comprehensive investment analysis. The author recommends that potential and existing investors conduct thorough investment research of their own, including detailed review of the companies' SEC filings. Any opinions or estimates constitute the author's best judgment as of the date of publication and are subject to change without notice.

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Since stock prices respond to revisions, it can be very profitable to buy stocks with rising earnings estimates. By buying Focus List stocks, then, you're likely getting into companies whose future earnings estimates will be raised, potentially leading to price momentum.

Focus List Spotlight: Smucker (SJM - Free Report) The J. M. Smucker Company, headquartered in Orrville, Ohio, is a leading marketer and manufacturer of branded food and beverage products and pet food and pet snacks in North America. The company's operations are primarily U.S.-based, with additional international activities, principally in Canada.

SJM, a #2 (Buy) stock, was added to the Focus List on August 29, 2024 at $114.73 per share. Since then, shares have increased 5.14% to $120.63.

Two analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.17 to $9.95. SJM boasts an average earnings surprise of 1.5%.

Additionally, SJM's earnings are expected to grow 8.7% for the current fiscal year.

Reveal Winning StocksUnlock all of our powerful research, tools and analysis, including the Zacks #1 Rank List, Equity Research Reports, Zacks Earnings ESP Filter, Premium Screener and more, as part of Zacks Premium. You'll quickly identify which stocks to buy, hold and sell, and target today's hottest industries, to help improve the performance of your portfolio. Gain full access now >>

Posted by Defense World Staff on Aug 10th, 2026

Empowered Funds LLC lowered its holdings in The J. M. Smucker Company (NYSE:SJM – Free Report) by 34.0% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,923 shares of the company’s stock after selling 4,591 shares during the period. Empowered Funds LLC’s holdings in J. M. Smucker were worth $861,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of J. M. Smucker by 10.0% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 19,440 shares of the company’s stock worth $2,286,000 after purchasing an additional 1,763 shares during the period. United Services Automobile Association bought a new stake in shares of J. M. Smucker in the first quarter valued at approximately $253,000. Woodline Partners LP grew its position in J. M. Smucker by 40.7% during the first quarter. Woodline Partners LP now owns 8,990 shares of the company’s stock worth $1,065,000 after buying an additional 2,600 shares in the last quarter. American Century Companies Inc. grew its position in J. M. Smucker by 6.7% during the second quarter. American Century Companies Inc. now owns 2,209 shares of the company’s stock worth $217,000 after buying an additional 138 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership bought a new position in J. M. Smucker during the 2nd quarter worth $1,740,000. Institutional investors and hedge funds own 81.66% of the company’s stock.

Wall Street Analysts Forecast Growth Several analysts have recently issued reports on the company. Stifel Nicolaus reduced their target price on J. M. Smucker from $120.00 to $100.00 and set a “hold” rating on the stock in a report on Tuesday, April 21st. JPMorgan Chase & Co. upped their price objective on shares of J. M. Smucker from $120.00 to $125.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 10th. UBS Group increased their price objective on shares of J. M. Smucker from $121.00 to $130.00 and gave the stock a “buy” rating in a research note on Thursday, June 11th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $95.00 target price on shares of J. M. Smucker in a report on Wednesday, May 20th. Finally, Barclays boosted their target price on shares of J. M. Smucker from $103.00 to $125.00 and gave the company an “equal weight” rating in a research report on Thursday, June 11th. Nine equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to data from MarketBeat, J. M. Smucker currently has a consensus rating of “Hold” and an average price target of $121.67.

Check Out Our Latest Research Report on SJM

Insider Buying and Selling at J. M. Smucker In other J. M. Smucker news, insider Jill R. Penrose sold 5,000 shares of the firm’s stock in a transaction that occurred on Monday, June 29th. The shares were sold at an average price of $116.69, for a total value of $583,450.00. Following the sale, the insider owned 15,795 shares in the company, valued at $1,843,118.55. This trade represents a 24.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Jeannette L. Knudsen sold 4,353 shares of the business’s stock in a transaction on Friday, June 26th. The stock was sold at an average price of $115.08, for a total transaction of $500,943.24. Following the sale, the insider directly owned 16,835 shares in the company, valued at approximately $1,937,371.80. The trade was a 20.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 18,533 shares of company stock worth $2,132,914 over the last quarter. Corporate insiders own 2.80% of the company’s stock.

J. M. Smucker Trading Down 0.0% Shares of SJM opened at $120.13 on Monday. The J. M. Smucker Company has a 52-week low of $88.25 and a 52-week high of $127.64. The business’s fifty day moving average is $113.46 and its 200-day moving average is $106.22. The company has a debt-to-equity ratio of 1.15, a quick ratio of 0.33 and a current ratio of 0.78. The firm has a market cap of $12.81 billion, a price-to-earnings ratio of -92.41, a PEG ratio of 1.68 and a beta of 0.25.

J. M. Smucker (NYSE:SJM – Get Free Report) last posted its earnings results on Tuesday, June 9th. The company reported $2.77 EPS for the quarter, topping analysts’ consensus estimates of $2.64 by $0.13. J. M. Smucker had a negative net margin of 1.53% and a positive return on equity of 17.18%. The firm had revenue of $2.27 billion during the quarter, compared to analysts’ expectations of $2.26 billion. During the same quarter in the prior year, the business earned $2.31 earnings per share. The business’s revenue for the quarter was up 5.8% compared to the same quarter last year. J. M. Smucker has set its FY 2027 guidance at 9.750-10.250 EPS. Equities analysts anticipate that The J. M. Smucker Company will post 9.95 EPS for the current fiscal year.

J. M. Smucker Increases Dividend The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, August 14th will be paid a $1.12 dividend. This represents a $4.48 annualized dividend and a yield of 3.7%. The ex-dividend date of this dividend is Friday, August 14th. This is a positive change from J. M. Smucker’s previous quarterly dividend of $1.10. J. M. Smucker’s payout ratio is currently -338.46%.

J. M. Smucker Company Profile (Free Report)

The J. M. Smucker Company is a diversified food and beverage manufacturer and marketer known for a portfolio of well-established consumer brands. The company’s main business activities include the production and distribution of fruit spreads, peanut butter, coffee and coffee filters, as well as pet food and pet snacks. Smucker’s core product lines serve both retail and foodservice customers through grocery chains, mass merchandisers, club stores, convenience outlets and e-commerce channels.

Among its leading brands are Smucker’s® fruit spreads, Jif® peanut butter, Folgers® and Dunkin’® coffees, and Café Bustelo® coffee.

Further Reading Five stocks we like better than J. M. Smucker Albemarle’s Blowout Quarter Shows Why Lithium Still Matters Can DICK’S Turn Foot Locker Into a Winner? Why Dutch Bros Plunged Despite a Q2 Earnings Beat and Record Revenue Take-Two’s Q1 Results Leave GTA 6 Bulls Stuck in the Fog of War

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Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you like to use all three kinds of investing, then the VGM Score is for you. It's a combination of all Style Scores, and is an important indicator to use with the Zacks Rank. The VGM Score rates each stock on their shared weighted styles, narrowing down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

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Stock to Watch: Smucker (SJM - Free Report) The J. M. Smucker Company, headquartered in Orrville, Ohio, is a leading marketer and manufacturer of branded food and beverage products and pet food and pet snacks in North America. The company's operations are primarily U.S.-based, with additional international activities, principally in Canada.

SJM is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Additionally, the company could be a top pick for growth investors. SJM has a Growth Style Score of A, forecasting year-over-year earnings growth of 8.7% for the current fiscal year.

Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.28 to $9.95 per share. SJM boasts an average earnings surprise of +1.5%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, SJM should be on investors' short list.

Posted by Defense World Staff on Aug 4th, 2026

California State Teachers Retirement System decreased its stake in shares of The J. M. Smucker Company (NYSE:SJM – Free Report) by 33.8% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 125,733 shares of the company’s stock after selling 64,111 shares during the period. California State Teachers Retirement System owned 0.12% of J. M. Smucker worth $12,126,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in SJM. Golden State Wealth Management LLC increased its position in shares of J. M. Smucker by 10.2% during the fourth quarter. Golden State Wealth Management LLC now owns 991 shares of the company’s stock valued at $97,000 after buying an additional 92 shares during the period. Colonial Trust Advisors boosted its position in shares of J. M. Smucker by 7.8% in the fourth quarter. Colonial Trust Advisors now owns 1,303 shares of the company’s stock valued at $127,000 after acquiring an additional 94 shares during the period. Harbour Investments Inc. grew its stake in J. M. Smucker by 2.1% during the fourth quarter. Harbour Investments Inc. now owns 4,652 shares of the company’s stock valued at $455,000 after acquiring an additional 97 shares in the last quarter. Delta Asset Management LLC TN increased its holdings in J. M. Smucker by 7.8% during the 4th quarter. Delta Asset Management LLC TN now owns 1,378 shares of the company’s stock worth $135,000 after acquiring an additional 100 shares during the period. Finally, New Mexico Educational Retirement Board lifted its stake in J. M. Smucker by 2.1% in the 4th quarter. New Mexico Educational Retirement Board now owns 4,922 shares of the company’s stock worth $481,000 after purchasing an additional 100 shares in the last quarter. Institutional investors own 81.66% of the company’s stock.

J. M. Smucker Stock Performance NYSE:SJM opened at $117.62 on Tuesday. The company has a market capitalization of $12.55 billion, a price-to-earnings ratio of -90.48, a PEG ratio of 1.67 and a beta of 0.25. The business has a 50 day moving average of $112.17 and a 200 day moving average of $105.76. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.78 and a quick ratio of 0.33. The J. M. Smucker Company has a 1-year low of $88.25 and a 1-year high of $127.64.

J. M. Smucker (NYSE:SJM – Get Free Report) last issued its quarterly earnings results on Tuesday, June 9th. The company reported $2.77 EPS for the quarter, beating analysts’ consensus estimates of $2.64 by $0.13. The business had revenue of $2.27 billion for the quarter, compared to analysts’ expectations of $2.26 billion. J. M. Smucker had a negative net margin of 1.53% and a positive return on equity of 17.18%. The business’s quarterly revenue was up 5.8% on a year-over-year basis. During the same period last year, the business earned $2.31 earnings per share. J. M. Smucker has set its FY 2027 guidance at 9.750-10.250 EPS. On average, sell-side analysts predict that The J. M. Smucker Company will post 9.95 earnings per share for the current fiscal year.

J. M. Smucker Increases Dividend The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Friday, August 14th will be given a $1.12 dividend. This represents a $4.48 dividend on an annualized basis and a yield of 3.8%. The ex-dividend date is Friday, August 14th. This is a boost from J. M. Smucker’s previous quarterly dividend of $1.10. J. M. Smucker’s dividend payout ratio is -338.46%.

Insiders Place Their Bets In other news, CFO Tucker H. Marshall sold 3,630 shares of J. M. Smucker stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $111.05, for a total value of $403,111.50. Following the transaction, the chief financial officer owned 38,699 shares in the company, valued at approximately $4,297,523.95. The trade was a 8.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Jeannette L. Knudsen sold 4,353 shares of the business’s stock in a transaction dated Friday, June 26th. The shares were sold at an average price of $115.08, for a total value of $500,943.24. Following the completion of the sale, the insider directly owned 16,835 shares of the company’s stock, valued at approximately $1,937,371.80. This trade represents a 20.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 18,533 shares of company stock valued at $2,132,914 over the last three months. Insiders own 2.80% of the company’s stock.

Wall Street Analyst Weigh In Several research analysts have recently weighed in on SJM shares. BTIG Research set a $130.00 price target on shares of J. M. Smucker in a report on Wednesday, June 10th. BNP Paribas Exane set a $125.00 target price on J. M. Smucker in a research report on Thursday, April 9th. Morgan Stanley upped their target price on J. M. Smucker from $106.00 to $110.00 and gave the stock an “equal weight” rating in a research note on Wednesday, June 10th. JPMorgan Chase & Co. lifted their price target on J. M. Smucker from $120.00 to $125.00 and gave the company an “overweight” rating in a research report on Wednesday, June 10th. Finally, Royal Bank Of Canada boosted their price objective on J. M. Smucker from $130.00 to $135.00 and gave the stock an “outperform” rating in a report on Wednesday, June 10th. Nine equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $121.67.

Read Our Latest Stock Analysis on J. M. Smucker

About J. M. Smucker (Free Report)

The J. M. Smucker Company is a diversified food and beverage manufacturer and marketer known for a portfolio of well-established consumer brands. The company’s main business activities include the production and distribution of fruit spreads, peanut butter, coffee and coffee filters, as well as pet food and pet snacks. Smucker’s core product lines serve both retail and foodservice customers through grocery chains, mass merchandisers, club stores, convenience outlets and e-commerce channels.

Among its leading brands are Smucker’s® fruit spreads, Jif® peanut butter, Folgers® and Dunkin’® coffees, and Café Bustelo® coffee.

See Also Five stocks we like better than J. M. Smucker SpaceX’s First Earnings Report Could Decide Whether Shorts or Bulls Have Control Why Rare Earth Processing Could Be the Real 2027 Opportunity The S&P 493 Are Staging a Comeback—This Value ETF Offers Broad Exposure TSMC Insiders Are Buying the Pullback—But Is the Signal as Bullish as It Looks? Want to see what other hedge funds are holding SJM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The J. M. Smucker Company (NYSE:SJM – Free Report).

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Jim Cramer used his Mad Money segment on July 30, 2026 to argue that market psychology is driving the tape more than fundamentals. “You can’t underestimate the power of sentiment in this market. It’s driving a lot of the action, much to the despair of the bulls,” Cramer said. The same names that led the June melt-up have become July casualties, even where underlying numbers improved.

Cramer framed the shift as a one-month whiplash. “In June, we felt pretty darn joyous about everything. We knew that OpenAI and Anthropic, the two biggest private companies, had raised a ton of money that was positive,” he said. He pointed to Alphabet’s $84.75 billion fund raise and the SpaceX IPO priced at $135 per share that traded as high as $225 on its third day as evidence that “the market was willing to buy pretty much anything connected to the data center. Sentiment was terrific.”

Then the mood flipped. “One month later, sentiment has turned vicious. In all, the previously red hot stocks have become nightmares. If you didn’t sell the Google when it ran well, you’re buried in Google,” Cramer said. “Some of them are down more than 50% from their highs on the same numbers that would have sent them into the stratosphere earlier this year. That was a sentiment change.” Those characterizations are Cramer’s opinion on market psychology, not established fact.

Alphabet: A Beat the Market Refused to Reward Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) exemplifies Cramer’s disconnect thesis. On July 22, 2026, Alphabet reported EPS of $9.11 against a $3.0427 estimate, a 199.41% beat, on revenue of $119.80B, up 24.23% year over year. Google Cloud accelerated to 82% growth at $24.77B, and CEO Sundar Pichai told investors that “nearly 90% of the Fortune 100” are on Gemini Enterprise.

The market sold anyway. Shares closed down 7.13% the day of the release, the worst reaction to a beat in the dataset. The balance sheet detail in the 8-K filing revealed: capital expenditures of $44.92B, up 100.14% year over year, free cash flow of negative $5.86B, long-term debt expanding from $46.5B to $98.2B, and a suspended buyback. Reddit sentiment collapsed from bullish scores of 72–78 into bearish territory of 28–36 within 48 hours of the earnings report. Shares closed at $336.71 on July 29.

SpaceX: From IPO Darling to Puts Trade SpaceX (NASDAQ:SPCX) traced the same arc. After debuting near $135 and running to $225, the stock closed at $112.55 on July 29, down 31.45% over the past month. Reddit sentiment on r/wallstreetbets sank into very bearish territory in the 12–22 range, driven by an unlock post noting the first major unlock exceeded the entire IPO float and reports of short sellers notching $15.5 billion in profit.

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The Rotation Into Staples Cramer’s other observation: “The money moved over to companies with no real momentum. Companies like J.M. Smucker, the maker of Twinkies, up 29% this year. Mondelez, the maker of Oreos and Chips Ahoy, up 20% now.”

J.M. Smucker J.M. Smucker (NYSE:SJM) closed at $126.35 on July 29, up 31.89% year to date. The Q4 FY2026 report delivered adjusted EPS of $2.77 against a $2.64 estimate and revenue of $2.27B, up 5.8% year over year, though management guided FY2027 net sales to decline 3% to 4% against adjusted EPS of $9.75 to $10.25.

Mondelēz International Mondelēz International (NASDAQ:MDLZ) closed at $64.99, up 22.83% year to date. The Q2 2026 report showed adjusted EPS of $0.73 versus a $0.6797 estimate, a 7.4% beat, and CEO Dirk Van de Put cited “robust top-line expansion, coupled with volume growth and share improvement.” Adjusted operating margin still contracted 120 basis points to 13.1% on cocoa costs, a reminder that defensive does not mean insulated.

What Cramer Says to Watch The backdrop matters. University of Michigan Consumer Sentiment fell to 44.8 in May 2026, down from 61.7 a year earlier, deep into pessimistic territory. Cramer warned the mood can flip. “It’s important to know that sentiment can turn on a dime. Maybe an Anthropic comes out and says it’s so profitable that it’ll come public right away”, he said, framing that as hypothetical rather than reported. OpenAI and Anthropic remain private and are not tradable securities. Cramer’s read: the bias against tech is as negative as he has seen in decades, and August is traditionally weak for the group.

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Contact [email protected] for any questions or corrections.

Investors with an interest in Food - Miscellaneous stocks have likely encountered both Smucker (SJM) and Danone (DANOY). But which of these two stocks presents investors with the better value opportunity right now?

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Focus List Spotlight: Smucker (SJM - Free Report) The J. M. Smucker Company, headquartered in Orrville, Ohio, is a leading marketer and manufacturer of branded food and beverage products and pet food and pet snacks in North America. The company's operations are primarily U.S.-based, with additional international activities, principally in Canada.

Since being added to the Focus List on August 29, 2024 at $114.73 per share, shares of SJM have increased 2.89% to $118.05. The stock is currently a #3 (Hold) on the Zacks Rank.

Six analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.25 to $9.95. SJM boasts an average earnings surprise of 1.5%.

Moreover, analysts are expecting SJM's earnings to grow 8.7% for the current fiscal year.

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Stock to Watch: Smucker (SJM - Free Report) The J. M. Smucker Company, headquartered in Orrville, Ohio, is a leading marketer and manufacturer of branded food and beverage products and pet food and pet snacks in North America. The company's operations are primarily U.S.-based, with additional international activities, principally in Canada.

SJM is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Consumer Staples stock. SJM has a Momentum Style Score of A, and shares are up 1% over the past four weeks.

Five analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.18 to $9.95 per share. SJM also boasts an average earnings surprise of +1.5%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, SJM should be on investors' short list.

When you are buying a dividend stock to hold for five years, the flashy growth names matter less than a simple question: Will this company still be selling its products and paying its dividend no matter what the economy does?

Consumer goods companies are built for exactly that kind of durability, because people keep buying groceries and pantry staples in booms and recessions alike.

The three names below are not the most talked-about stocks on the internet, and that is part of the appeal. Each pairs a long dividend history with a real plan for the years ahead.

Image source: Getty Images.

1. Hormel Foods: A Dividend King in the middle of a comeback Hormel Foods (HRL 1.25%) is one of the most reliable dividend payers in the entire market. It has paid an uninterrupted quarterly dividend since going public in 1928 and raised that payout for decades, earning it Dividend King status. (A Dividend King is any company that has raised its annual dividend for 50 or more consecutive years.) The yield today sits comfortably above the market average, which is unusual for a company this steady.

There is also a structural reason to trust the dividend: The Hormel Foundation owns nearly half the company and depends on those payments to fund its charitable work, so cutting the dividend is close to unthinkable.

The business itself is in the middle of a turnaround it calls Transform and Modernize, a mix of cost cuts and investment in manufacturing and technology aimed at lifting profits. It is working. Hormel has posted several straight quarters of organic sales growth; its Planters nut business is back on track; and it keeps leaning into the protein and snacking trends with brands like Spam, Skippy, and Applegate. The risk to watch is that its payout ratio has crept high after a rough stretch, so the turnaround needs to keep delivering for the dividend to keep growing at a healthy pace.

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2. McCormick: The quiet toll taker on flavor McCormick (MKC 2.27%) may be the most boring great business in your grocery store, and I mean that as a compliment. It sells the spices, seasonings, and condiments that go into food everywhere, from the McCormick bottles in your cabinet to Frank's RedHot, French's, and Cholula, plus the flavorings it supplies behind the scenes to restaurants and packaged-food makers. That gives it a toll-taker quality: No matter which food trend wins, the flavor usually runs through McCormick.

For dividend investors, the track record speaks for itself. McCormick has raised its dividend for 40 straight years, and it recently pushed the payout up again. Its pricing power, built on trusted brands and tiny-ticket purchases people rarely trade down on, helps protect profits when costs rise. The catch is that this is a slow grower, so you are buying steadiness and rising income rather than rapid gains. Over a five-year hold, that trade can be well worth making.

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3. J.M. Smucker: Coffee, pet treats, and a breakout sandwich J.M. Smucker (SJM 1.72%) rounds out the group with a portfolio that spans at-home coffee like Folgers and Dunkin, pet snacks like Milk-Bone and Meow Mix, and its spreads business anchored by Jif and Smucker's. The standout, though, is Uncrustables, the frozen, crustless sandwich that has grown into one of the company's most important brands and still has room to run as it expands into more stores and channels.

Smucker's pays an above-average yield backed by a long dividend history, which suits a patient investor looking for income. The honest risk is the balance sheet, as the company took on debt for acquisitions and has had to write down the value of some brands. Management is focused on paying that debt down and leaning into its winners, so the next five years are partly a story of getting the financial house in order while Uncrustables and coffee do the heavy lifting.

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The takeaway for investors None of these three will double overnight, and that is the point. For a five-year hold, Hormel Foods, McCormick, and J.M. Smucker offer the combination that actually compounds wealth quietly: durable demand, long dividend track records, and real plans to keep improving. Reinvest those growing dividends, stay patient, and let these unglamorous businesses do what they do best.