The J. M. Smucker Company (SJM) Stock Price & Analysis
The J. M. Smucker Company (SJM) closed at USD 133.39 on Thursday, October 22, 2026, up 4.37% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 127.81; the Oct 22, 2026 session ranged USD 128.72–133.42 on volume of 1,061,803 shares. Market capitalization is $14.25B, with a 52-week range of USD 88.25–135.89 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:28 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SJM.md
Key facts (SJM)
- Last four reported quarters (through Jul 31, 2026): revenue $9.16B, net income $230M (2.5% margin), free cash flow $1.59B (SEC filings).
- Valuation: P/E 62.1x, EV/EBITDA 17.9x, net debt $6.50B.
- 2 of 80 tracked superinvestors hold SJM (13F, Q2 2026): 0 new, 0 added, 2 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 8 Form 4 filings, $17.5M; 8 not under a Rule 10b5-1 plan ($17.5M); 4 by opportunistic insiders (4 outside 10b5-1 plans), 2 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.32 on a 1–5 scale) (19 analysts), mean target USD 141.81 (range 120–160).
- Total return with dividends: 1Y +35.4% vs S&P 500 +14.9%; 5Y +29.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-24, EPS estimate USD 2.55, revenue estimate $2.26B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (SJM)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $8.00B | $8.53B | $8.18B | $8.73B | $9.05B | $9.16B |
| Gross profit | $2.70B | $2.80B | $3.12B | $3.38B | $3.03B | — |
| Operating income | $1.02B | $158M | $1.31B | -$674M | $360M | $826M |
| Net income | $632M | -$91.3M | $744M | -$1.23B | -$139M | $230M |
| EPS (diluted) | $5.83 | -$0.86 | $7.13 | -$11.57 | -$1.30 | — |
| Free cash flow | $719M | $717M | $643M | $817M | $1.16B | $1.59B |
| Gross margin | 33.8% | 32.8% | 38.1% | 38.8% | 33.5% | — |
| Operating margin | 12.8% | 1.8% | 16.0% | -7.7% | 4.0% | 9.0% |
| Net margin | 7.9% | -1.1% | 9.1% | -14.1% | -1.5% | 2.5% |
| Revenue growth | +0.0% | +6.6% | -4.1% | +6.7% | +3.7% | — |
| Cash + short-term investments | $170M | $656M | $62.0M | $69.9M | $58.6M | — |
| Total debt | $4.31B | $4.31B | $7.77B | $7.04B | $6.54B | — |
Fiscal years end Apr. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (SJM)
P/E 62.1x · P/S 1.6x · EV/EBITDA 17.9x · EV/Sales 2.3x · P/FCF 9.0x · P/B 2.5x · FCF yield 11.15% · Earnings yield 1.61% · Dividend yield (paid, TTM) 3.28% · Buyback yield (TTM) 0.05% · Net debt $6.50B · EV $20.8B
Superinvestors (SEC 13F-HR, Q2 2026) (SJM)
2 of 80 tracked investors hold SJM. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| John Rogers | Ariel Investments | 2.02% | $202M | Reduced -3.3% |
| Lee Ainslie | Maverick Capital | 0.03% | $3.1M | Reduced -7.1% |
Insider sales (SEC Form 4, open-market, last ~7 months) (SJM)
0 of 8 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-08-31 | Ferguson Robert D | Chief Product Supply Officer | 2,522 | $334K | 6.6% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-31 | Smucker Mark T | CEO, Chair of Board | 84,821 | $11.1M | 26.1% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-08-28 | Marshall Tucker H | Chief Financial Officer | 18,482 | $2.4M | 31.5% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-29 | Penrose Jill R | Chief People Officer | 5,000 | $583K | 21.3% | No | Too little history (no open-market trades in 2024) |
| 2026-06-26 | Knudsen Jeannette L | Chief Legal Officer | 4,353 | $501K | 16.5% | No | Routine (sold in Mar each year 2023–2025; this trade is outside those months) |
| 2026-06-24 | Marshall Tucker H | Chief Financial Officer | 3,630 | $403K | 8.3% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-17 | Smucker Mark T | CEO, Chair of Board | 13,000 | $1.5M | 5.1% | No | Opportunistic (traded every year 2023–2025, no repeating month) |
| 2026-06-11 | Knudsen Jeannette L | Chief Legal Officer | 5,550 | $645K | 16.5% | No | Routine (sold in Mar each year 2023–2025; this trade is outside those months) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (SJM)
Consensus Buy (mean 2.32 on a 1–5 scale), 19 analysts; mean target USD 141.81 (low 120, high 160).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-16 | Barclays | Target lowered | Equal-Weight | $145 → $137 |
| 2026-10-15 | Bernstein | Target raised | Outperform | $157 → $160 |
| 2026-08-27 | Barclays | Target raised | Equal-Weight | $125 → $145 |
| 2026-08-27 | TD Cowen | Target raised | Hold | $123 → $136 |
| 2026-08-27 | Bernstein | Target raised | Outperform | $137 → $157 |
| 2026-08-27 | RBC Capital | Target raised | Outperform | $135 → $150 |
| 2026-08-27 | Wells Fargo | Target raised | Overweight | $129 → $144 |
| 2026-08-27 | Evercore ISI Group | Target raised | Outperform | $125 → $150 |
| 2026-08-20 | UBS | Target raised | Buy | $130 → $142 |
| 2026-08-19 | Jefferies | Target raised | Buy | $129 → $140 |
| 2026-08-19 | TD Cowen | Target raised | Hold | $120 → $123 |
| 2026-08-14 | JP Morgan | Target raised | Overweight | $125 → $139 |
Total return (dividends reinvested) (SJM)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +35.4% | +29.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +35.5% | +5.2% |
| Volatility (annualized) | 28.6% | 24.1% |
| Max drawdown | -22.8% (Feb 2026→Apr 2026) | -37.2% (Jan 2023→Apr 2026) |
SJM analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $2.55 | $2.56 | -0.3% | $2.26B | 15 |
| Next quarter (ends Jan 2027) | $2.54 | $2.55 | -0.3% | $2.26B | 14 |
| Current fiscal year (ends Apr 2027) | $10.77 | $10.00 | +7.7% | $8.93B | 18 |
| Next fiscal year (ends Apr 2028) | $9.21 | $8.94 | +3.1% | $9.04B | 7 |
Key Statistics (as of October 23, 2026 at 09:28 UTC)
| Price | USD 133.39 |
|---|---|
| Change | ▲ 4.37% (up) |
| Previous Close | USD 127.81 |
| Open | USD 128.92 |
| Day Range | USD 128.72 – 133.42 |
| 52-Week Range | USD 88.25 – 135.89 |
| Volume | 1,061,803 shares |
| Market Cap | $14.25B |
| Exchange | NYQ |
Technical Analysis (SJM)
Nexqual's technical model rates SJM "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:28 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 70.9 (overbought) |
| vs SMA50 | Above (USD 123.38) |
| MACD | 2.15 (positive) |
Analyst Ratings (SJM)
Wall Street analysts rate SJM "Buy" based on 19 analysts, with a mean price target of USD 141.81 (range USD 120–160), per Nexqual as of October 23, 2026 at 09:28 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 19 |
| Mean Target | USD 141.81 |
| High Target | USD 160 |
| Low Target | USD 120 |
| Buy / Hold / Sell | 10 / 9 / 0 |
Earnings (SJM)
| Next Earnings Date | 2026-11-24 |
|---|---|
| EPS Estimate | USD 2.55 |
| Revenue Estimate | $2.26B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 3.24 vs est 2.22 ▲ beat |
| 2026-04-30 | USD 2.77 vs est 2.64 ▲ beat |
| 2026-01-31 | USD 2.38 vs est 2.26 ▲ beat |
| 2025-10-31 | USD 2.1 vs est 2.1 ▼ miss |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Financials & Fundamentals (SJM)
| Total Revenue | $9.16B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +5.00% |
| Gross Margin | +37.95% |
| Operating Margin | +17.90% |
| Profit Margin | +2.51% |
| ROE | +3.93% |
| Debt / Equity | 1.21 |
| Current Ratio | 0.87 |
| Total Cash | $43.20M |
| Total Debt | $6.94B |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $1.59B (17.3% of revenue) |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Financial Health Score (SJM)
Nexqual rates The J. M. Smucker Company's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:28 UTC.
| Growth | Mixed — Revenue +3.7% YoY (annual), slow |
|---|---|
| Profitability | Solid — Gross margin 38%, operating 18% (last 12 months) |
| Balance Sheet | Weak — $43M cash and investments vs $6.54B debt (Jul 2026, SEC) |
| Cash Flow | Strong — FCF $1.59B (last 4 quarters to Jul 2026, SEC), 17% margin |
| Efficiency | Weak — ROE 4%, ROA 6.3% |
Ownership (SJM)
| Insider Ownership | +2.26% |
|---|---|
| Institutional Ownership | +91.53% |
| Shares Outstanding | 106.82M |
| Float | 104.52M |
| Short % of Float | +4.08% |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Leadership (SJM)
The J. M. Smucker Company is led by Captain Mark T. Smucker, CEO, President & Chairman, per Nexqual as of October 23, 2026 at 09:28 UTC.
| CEO, President & Chairman | Captain Mark T. Smucker |
|---|---|
| CFO and Executive VP of Frozen Handheld & Spreads and Sweet Baked Snacks | Tucker H. Marshall |
| Chief Product Supply Officer and Executive VP of Coffee, Pet & Away from Home | Robert D. Ferguson |
| Senior Vice President of Operations and Supply Chain | Douglas Guilherme |
| Senior Vice President of Science & Technical Excellence | Jeffrey Varcoe |
Major Backers & Investors (SJM)
Notable institutional backers of The J. M. Smucker Company include Hotchkis & Wiley Capital Management, LLC, Citadel, Invesco, according to Nexqual as of October 23, 2026 at 09:28 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Hotchkis & Wiley Capital Management, LLC | 2.62% |
| Citadel | 2.52% |
| Invesco | 2.2% |
| Goldman Sachs | 2.04% |
| Fidelity | 1.3% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 10.98% |
| BlackRock | 6.92% |
| State Street | 6.15% |
| Dimensional Fund Advisors | 4.3% |
| Geode Capital | 2.72% |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| JBS | JBS N.V. | USD 12.37 | ▼ 0.8% |
| MKC | McCormick & Company, Incorporat | USD 48.71 | ▲ 5.16% |
| HRL | Hormel Foods Corporation | USD 21.36 | ▲ 4.5% |
| MICC | The Magnum Ice Cream Company N. | USD 19.39 | ▲ 2.32% |
| GIS | General Mills, Inc. | USD 35.18 | ▲ 8.01% |
| DAR | Darling Ingredients Inc. | USD 55.64 | ▼ 5.84% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:28 UTC. This page is informational and not investment advice.
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