SJM · J M SMUCKER Co

Track SJM — free

$123.05 +0.21 (+0.17%) At close · Aug 20

Market Cap

$13.22B

106.66M

Up next

Next earnings call

Aug 26, 2026 Scheduled · in 1 wks

FQ2-27 quarter ends

~Oct 30, 2026 Est

Latest filing: 10-K

filed Jun 9, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Ask ALVIS about this →

Equibles Rating

blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical Buy Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol Moderate

Market backdrop VIX 14.9 · calm Equity put/call 0.52

Technical

price trend

Buy

50 / 200-day cross No cross

Price vs 200-day avg +17%

above

Price vs 50-day avg +6%

above

RSI (14) 60

neutral

MACD trend Negative

52-week position 91%

near high

Volume (OBV) Confirms

volume backs price

Momentum

relative strength

Strong

1-month return +6%

trailing

6-month return +6%

trailing

YTD return +26%

this year

Relative strength −5%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $116 › 200d $106 — 50d above 200d

Institutional flow Accumulating

+8% holders QoQ · +149 funds added

Insider flow Distributing

Net -$3.6M over 90 days · 100% sells

Short interest Rising

5.28% of float · ▲ +1.0% MoM · 3.6 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

884 holders — mid 3-yr range

Squeeze score 78

high risk · 0–100

Fundamentals

Strong

Revenue growth +4%

Y/Y

Gross margin 34%

contracting

EPS growth +89%

Y/Y

Free cash flow $1.2B

Balance sheet $6.4B

net debt

Quant / Vol

risk profile

Moderate

Volatility 29%

annualized · 1-yr

Max drawdown −23%

past year

ATR 2.6%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Latest guidance · from the 8-K filed Jun 9, 2026

Net sales decrease vs. prior year · full-year fiscal year 2027 -4% – -3%

Adjusted earnings per share · full-year fiscal year 2027 Non-GAAP $9.75 – $10.25

Free cash flow (in billions) · full-year fiscal year 2027 $1B

Capital expenditures (in millions) · full-year fiscal year 2027 $325M

Prior guidance period ended · from the 8-K filed Feb 26, 2026

Net sales increase vs. prior year · full-year fiscal 2026 3.5% – 4%

Free cash flow · full-year fiscal 2026 $975M

Capital expenditures · full-year fiscal 2026 $325M

Adjusted effective income tax rate · full-year fiscal 2026 24%

Adjusted gross profit margin · full-year fiscal 2026 35%

Comparable net sales increase · full-year fiscal 2026 5% – 5.5%

Interest expense · full-year fiscal 2026 $380M

Additions to property, plant, and equipment · Year Ending April 30, 2026 $-325

Net cash provided by operating activities · Year Ending April 30, 2026 $1,300

Free cash flow · Year Ending April 30, 2026 $975

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy

1 · 3 · 3

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+17% Bullish

Price vs 50-day avg

+6% Bullish

RSI (14)

60 Neutral

MACD trend

Negative Bearish

52-week position

91% Bullish

Volume (OBV)

Confirms Neutral

Market signals — smart money & positioning

Bearish · 2 of 6

Trend (MA cross) No cross

50d $116 › 200d $106 — 50d above 200d

Institutional flow Accumulating

+8% holders QoQ · +149 funds added

Insider flow Distributing

Net -$3.6M over 90 days · 100% sells

Short interest Rising

5.28% of float · ▲ +1.0% MoM · 3.6 days cover

Volume signal Normal

Volume near normal

Institution breadth Steady

884 holders — mid 3-yr range

Price context

position in its 52-week range

Range low $90 Now $123 · 91% Range high $126

vs 200-day avg +17% vs 50-day avg +6%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Adjusted earnings per share – assuming dilution non-GAAP	$9.15	Fiscal Year 2026	—

Adjusted gross profit non-GAAP	$3.16B	Year Ended April 30, 2026	—
GAAP → non-GAAP reconciliation GAAP Gross profit 3.03B +58.6M Change in net cumulative unallocated derivative gains and losses +66.1M Cost of products sold – special project costs = Adjusted gross profit 3.16B
Adjusted income non-GAAP	$977.8M	Year Ended April 30, 2026	—
Adjusted operating income non-GAAP	$1.68B	Year Ended April 30, 2026	—

GAAP → non-GAAP reconciliation GAAP Operating income (loss) 360.2M +210.6M Amortization +507.5M Goodwill impairment charges +454.2M Other intangible assets impairment charges +0M Loss (gain) on divestitures – net +58.6M Change in net cumulative unallocated derivative gains and losses +66.1M Cost of products sold – special project costs +21.1M Other special project costs = Adjusted operating income 1.68B
EBITDA (as adjusted) non-GAAP	$1.84B	Year Ended April 30, 2026	—
Free cash flow	$1.2B	Fiscal Year 2026	—
Net sales excluding divestitures and foreign currency exchange non-GAAP	$9.05B	Year Ended April 30, 2026	—
GAAP → non-GAAP reconciliation GAAP Net sales 9.05B +0M Sweet Baked Snacks value brands divestiture +0M Voortman® divestiture -3.3M Foreign currency exchange = Net sales excluding divestitures and foreign currency exchange 9.05B
Adjusted effective income tax rate non-GAAP	24.3%	Q3 FY2026	—
Segment Profit Margin	21.9%	FY26 Q3	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Packaged Foods — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
SJM J M SMUCKER Co this stock	$13.22B	+25.8%	+3.7%	—	5.3%
KHC Kraft Heinz Co	$30.45B	+5.4%	-0.1%	—	7.3%
GIS General Mills Inc	$21.34B	-14.8%	+4.1%	—	9.2%
MKC Mccormick & Co Inc	$15.18B	-18.9%	+1.7%	9.4	5.1%
JBS Jbs N.V.	$14.73B	-6.0%	—	—	3.3%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Reducing

Holders

884

% held: 89.6%
Net QoQ: -2.4M sh
Top holder: BlackRock, Inc.

Held Float

View

Held by Funds

Fund positions

598

View

Short & Settlement

Short Interest Rising

Shares short

5.6M

Days to cover: 3.6d
Change: +57.3K sh

View

Short Volume

Short vol %

66%

As of: Aug 20, 2026

Short Total

View

Fails to Deliver

FTD shares

2.8K

Value: $347.9K
As of: Jul 31, 2026

View

Off-Exchange

Off-exchange %

44.9%

Week of: Jul 13, 2026

Off-exch Lit

View

Smart Money

Insider Trades Net selling

Net (90d)

-$3.6M

Buyers / Sellers: 0 / 4

Buyers Sellers

View

Congressional Trades Buy

Member

Alan Armstrong

Amount: $1.0K–$15.0K
Traded: Mar 27, 2026

View

Financials

Net income (FY)

$-138.7M

EPS diluted: $-1.30

View

Buybacks

Authorized

shares 1.1M

View

Filings

SEC Filings

Latest

8-K

Filed: Aug 17, 2026
This year: 10

View

Proposed Sales

Value

$583.5K

Shares: 5.0K
Filed: Jun 29, 2026

View

Earnings & Events

Earnings Calls Upcoming

Next call

Aug 26, 2026

Last call: Jun 9, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
SJM	+2.0%	+6.3%	+6.1%	+3.2%	+25.8%
SPY	-2.0%	+3.3%	+11.2%	+2.1%	+11.8%
vs SPY	+4.0%	+3.0%	-5.1%	+1.1%	+14.0%

Capital returns

Latest dividend

$1.12 / share · ex Aug 14, 2026

Raised 1.8%

Paid (TTM)

$4.42 / share · 4 payouts

Dividend yield (TTM, derived)

3.59%

Buyback program · as of Apr 30, 2026

Authorized

shares 1.10M

Spent (derived)

—

Remaining

—

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 91419 CUSIP 832696405 13F (30d) 755 filings 727 filers Visit website Investor relations

SJM · J M SMUCKER Co

Price & Indicators

Up next

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns