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SJM · J M SMUCKER Co

Track SJM — free
$132.69 +0.98 (+0.74%) At close · Nov 13
Ex-dividend: $1.12 · Nov 13, 2026 Return incl. dividend (before tax) +1.59%
Market Cap
$14.17B
Shares
106.82M
Volume · Nov 13 978.84K Avg daily vol (3M) 1.26M

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$132.69 Open$131.64 Day$131.09–132.87 52W close$89.53–133.60 Avg vol 30d1.2M Short int3.1M · 2.9% of shares · 2.9d Short vol71% Last earningsAug 26, 2026 DataJan 2020–Nov 2026 Filing10-Q · Aug 26

Up next

Nov 24, 2026 Scheduled · in 1 wks

Latest documents

2026
Sep 23
Registration statement S-3ASR
Registration statement

The J. M. Smucker Company established an automatic shelf registration for sales of debt securities, common shares, serial preferred shares, warrants, and units on a continuous or delayed basis. Net proceeds may fund debt repayment, capital expenditures, working capital, or acquisitions.

Read from the first part of this long document
Aug 26
Quarterly report 10-Q FY2027 Q1, ended Jul 31
Quarterly report for FY2027 Q1 AI summary on its way
Revenue $2.22B ▲ 5.0% Net income $324.3M Diluted EPS $3.03
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$9.16B
Trailing 12 months
Net income (TTM)
$229.50M
Trailing 12 months
Revenue growth YoY
+5.0%
Year over year
Operating margin
9.0%
Trailing 12 months
P / E (TTM)
62.0
Trailing earnings · reciprocal yield 1.6%
FCF yield
11.2%
TTM · current market cap
Return on invested capital
3.7%
Trailing 12 months
Net cash
−$6.50B
Latest balance sheet
Dividend yield
3.3%
Trailing 12 months
Shares change YoY
+0.1%
Year over year · more shares
Price change (1Y)
+20.3%
Trailing year
Short interest
2.9%
Latest settlement · 2.9 days to cover
View all 125 metrics

AI Brief

Q1 FY27 earnings call · Aug 26, 2026
Q1 FY27

TL;DR. Smucker reported a 5% net sales increase and 71% adjusted EPS growth in Q1 FY27, boosted by an $0.84 tariff refund benefit, and raised its full-year FY27 guidance for net sales, adjusted EPS, and free cash flow.

Bullish
  • + Company raised full-year FY27 adjusted EPS outlook to $10.50-$11.00 from $9.75-$10.25.
  • + Company raised full-year FY27 net sales guidance to a decline of only 1.0-2.0% from a prior expected decline of 3.0-4.0%.
  • + Company raised full-year FY27 free cash flow outlook to approximately $1.1 billion from $1.0 billion.
  • + Leverage goal of 3x achieved ahead of expectations in Q1, providing flexibility for share repurchases.
Bearish
  • − Sweet Baked Snacks segment net sales declined 7% with segment profit down 13% on volume/mix declines of 8 percentage points.
  • − Full-year FY27 net sales is still expected to decline 1-2% versus prior year.
  • − Mid-single-digit COGS inflation expected, approximately 100 bps higher than prior expectations, driven by freight and other ingredients.
  • − Guidance assumes no further tariff impacts beyond the $115 million already received in Q1, creating downside risk.

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

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +18%
above
Price vs 50-day avg +6%
above
RSI (14) 58
neutral
MACD trend Positive
52-week position 98%
near high
Momentum
relative strength
Very Strong
1-month return +4%
trailing
6-month return +30%
trailing
YTD return +36%
this year
Relative strength +29%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $125 › 200d $113 — 50d above 200d
Institutional flow Distributing
842 of 901 funds reported for Sep 30 · net -1.1K sh shares · +101 new
Insider flow Distributing
Net -$13.9M over 90 days · 100% sells
Short interest Falling
2.95% of shares out · ▼ -23.3% MoM · 2.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
901 holders — mid 3-yr range
Squeeze score 55
elevated · 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 $6.5B
net debt
Quant / Vol
risk profile
Moderate
Volatility 29%
annualized · 1-yr
Max drawdown −23%
past year
ATR 2.5%
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

Latest guidance · from the 8-K filed Aug 26, 2026
Net sales decrease vs. prior year · full-year fiscal 2027 -2% – -1%
Adjusted earnings per share · full-year fiscal 2027 Non-GAAP Raised $10.50 – $11.00
Jun 9, 2026 $9.75 – $10.25 changed to Aug 26, 2026 $10.50 – $11.00
Free cash flow · full-year fiscal 2027 Non-GAAP Raised $1.1B
Jun 9, 2026 $1B changed to Aug 26, 2026 $1.1B
Capital expenditures · full-year fiscal 2027 Maintained $325M
Jun 9, 2026 $325M changed to Aug 26, 2026 $325M
Interest expense · full-year fiscal 2027 Lowered $335M
Jun 9, 2026 $345M changed to Aug 26, 2026 $335M
Adjusted gross profit margin · full-year fiscal 2027 Non-GAAP 38.75%
Previous outlook earlier release · from the 8-K filed Jun 9, 2026

Still-open targets the latest release did not restate under the same label.

Net sales decrease vs. prior year · full-year fiscal year 2027 -4% – -3%
SD&A expenses increase vs. prior year · full-year fiscal year 2027 5%
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%
Comparable net sales increase · full-year fiscal 2026 5% – 5.5%
Adjusted gross profit margin · full-year fiscal 2026 35%

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

Technicals

trend & momentum for long-term holders Strong Buy
0 · 2 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+18% Bullish
Price vs 50-day avg
+6% Bullish
RSI (14)
58 Neutral
MACD trend
Positive Bullish
52-week position
98% Bullish
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $125 › 200d $113 — 50d above 200d
Institutional flow Distributing
842 of 901 funds reported for Sep 30 · net -1.1K sh shares · +101 new
Insider flow Distributing
Net -$13.9M over 90 days · 100% sells
Short interest Falling
2.95% of shares out · ▼ -23.3% MoM · 2.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
901 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $90 Now $133 · 98% Range high $134
vs 200-day avg +18% 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 $3.24 Three Months Ended July 31, 2026 —
GAAP → non-GAAP reconciliation
GAAP Gross profit $979.6M
-$29.4M Change in net cumulative unallocated derivative gains and losses
+$0M Cost of products sold – special project costs
= Adjusted gross profit $950.2M
Adjusted gross profit margin non-GAAP 42.8% Three Months Ended July 31, 2026 —
Adjusted income non-GAAP $346.5M Three Months Ended July 31, 2026 —
GAAP → non-GAAP reconciliation
GAAP Net income (loss) $324.3M
+$103.6M Income tax expense (benefit)
+$57.9M Amortization
-$29.4M Change in net cumulative unallocated derivative gains and losses
+$0M Cost of products sold – special project costs
+$0.6M Other special project costs
-$110.5M Income taxes, as adjusted
= Adjusted income $346.5M
GAAP → non-GAAP reconciliation
GAAP Operating income $511.6M
+$57.9M Amortization
-$29.4M Change in net cumulative unallocated derivative gains and losses
+$0M Cost of products sold – special project costs
+$0.6M Other special project costs
= Adjusted operating income $540.7M
Adjusted operating income margin non-GAAP 24.4% Three Months Ended July 31, 2026 —
Capital expenditures $88.4M the first three months of 2027 filing —
Dividend payments $116.8M the first three months of 2027 filing —
Dividends declared per share $1.12 the first three months of 2027 filing —
EBITDA (as adjusted) non-GAAP $637.7M Three Months Ended July 31, 2026 —
GAAP → non-GAAP reconciliation
GAAP Net income (loss) $324.3M
+$103.6M Income tax expense (benefit)
+$82.3M Interest expense – net
+$69.6M Depreciation
+$57.9M Amortization
= EBITDA (as adjusted) $637.7M
EBITDA (as adjusted) margin non-GAAP 28.7% Three Months Ended July 31, 2026 —
Free cash flow $337.3M Three Months Ended July 31, 2026 —
GAAP → non-GAAP reconciliation
GAAP Net cash provided by (used for) operating activities $425.7M
-$88.4M Additions to property, plant, and equipment
= Free cash flow $337.3M
Net sales excluding foreign currency exchange non-GAAP $2.22B three months ended July 31, 2026 filing —
GAAP → non-GAAP reconciliation
GAAP Net sales 2.22B
+1.3M Foreign currency exchange
= Net sales excluding foreign currency exchange 2.22B
Net sales excluding divestitures and foreign currency exchange non-GAAP $9.05B Year Ended April 30, 2026 filing —

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
$14.17B +35.7% +3.7% — 2.9%
JBS
Jbs N.V.
$40.00B -15.7% — — 1.3%
KHC
Kraft Heinz Co
$29.73B +3.5% -0.1% — 8.7%
GIS
General Mills Inc
$18.35B -26.2% +4.1% — 7.0%
MKC
Mccormick & Co Inc
$12.64B -31.1% +1.7% 8.5 6.8%

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
945
% held
89.6%
Reported
842 of 901
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
631
View
Short & Settlement
Short Interest Falling
Shares short
3.1M
Days to cover
2.9d
Change
-954.4K sh
View
Short Volume
Short vol %
71%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
1.8K
Value
$223.4K
As of
Oct 14, 2026
View
Off-Exchange
Off-exchange %
48.0%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$13.9M
Buyers / Sellers
0 / 3
Buyers Sellers
View
Congressional Trades Buy
Member
Alan Armstrong
Amount
$1.0K–$15.0K
Traded
Mar 27, 2026
View
Financials
Financials
Net income (FY)
$-138.7M
EPS diluted
$-1.30
View
Buybacks
Authorized
shares 1.1M
Remaining
shares 1.1M
Spent Remaining
View
Filings
SEC Filings
Latest
S-3ASR
Filed
Sep 23, 2026
This year
17

The J. M. Smucker Company established an automatic shelf registration for sales of debt securities, common shares, serial preferred shares, warrants, and units on a continuous or delayed basis. Net proceeds may fund debt repayment, capital expenditures, working capital, or acquisitions.

View
Proposed Sales
Value
$11.1M
Shares
84.8K
Filed
Aug 31, 2026
View
Earnings & Events
Webcasts Upcoming
Next webcast
Nov 24, 2026
Last webcast
Sep 8, 2026
View
Investor Relations
Latest news
The J.M. Smucker Co. to Report Se…
Published
Nov 3, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
SJM +1.6% +4.1% +29.7% +2.2% +35.7%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY -1.0% +5.3% +29.2% +2.3% +25.0%

Capital returns

Latest dividend
$1.12 / share · ex Nov 13, 2026
Raised 1.8%
Paid (TTM)
$4.44 / share · 4 payouts
Dividend yield (TTM, derived)
3.35%
Full dividend history
Buyback program · as of Jul 31, 2026
Authorized
shares 1.10M
Spent (derived)
shares 0
Remaining
shares 1.10M
Spent 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) 768 filings 689 filers Visit website Investor relations