Fidelity's increased passive stake from ~5% to 10.1% reflects steady index-fund-driven accumulation. No activist intent is signaled. Monitor the next quarterly filing for any conversion to 13D if Fidelity's intent changes, or a decrease below 5% as an exit signal.
Price Chart
Executive Summary
FMR LLC (Fidelity) filed an amended Schedule 13G reporting a 10.1% passive stake in Scotts Miracle-Gro as of September 30, 2026, up from a prior 5%+ position. The filing confirms continued accumulation by a major index-oriented asset manager, signaling growing institutional conviction without activist intent.
Key Financial Metrics
Key Facts
- FMR LLC reported beneficial ownership of 5,877,330.42 shares of SMG common stock as of September 30, 2026.
- The stake represents 10.1% of outstanding shares, up from a prior 5%+ position disclosed in August 2026.
- Fidelity certifies the shares were acquired and held in the ordinary course of business, not with the purpose of changing or influencing control.
- The filing is a passive investor update (Schedule 13G/A), not an activist 13D.
Financial Impact
FMR LLC's stake value of approximately $5.9 billion in shares (based on 10.1% of SMG, though exact dollar value not stated in filing).
Risk Factors
- Passive stake increase is routine for a large index fund manager; no catalyst or control intent.
- FMR LLC's stake could decrease in future quarters without prior notice.
- No financial guidance or operational data is provided in this filing.
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000315066-26-002347 |
| Document: 0000315066-26-002347-index-headers.html | 0000315066-26-002347 |
| Document: 0000315066-26-002347-index.html | 0000315066-26-002347 |
| Document: 0000315066-26-002347.txt | 0000315066-26-002347 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 11d ago | 8-K | $54.39 | awaiting T+60 | — | $59.36 (+9.14%) |
Oct 7, 2026 20d ago | SC 13G/A | $49.40 | awaiting T+60 | — | $59.36 (+20.16%) |
Sep 15, 2026 6w ago | 8-K | $56.09 | awaiting T+60 | — | $59.36 (+5.83%) |
Sep 11, 2026 6w ago | 8-K | $55.91 | awaiting T+60 | — | $59.36 (+6.17%) |
Aug 27, 2026 8w ago | 8-K | $60.59 | awaiting T+60 | — | $59.36 (−2.03%) |
Aug 11, 2026 11w ago | Insider Cluster | $62.03 | awaiting T+60 | — | $59.36 (−4.30%) |
Aug 5, 2026 11w ago | Insider Cluster | $61.39 | awaiting T+60 | — | $59.36 (−3.31%) |
Jul 29, 2026 12w ago | 8-K | $70.33 $59.15 | ▼ −15.90% | ▼ −20.63% | $59.36 (−15.60%) |
Jun 4, 2026 20w ago | Court Ruling | $56.83 $60.43 | ▲ +6.33% | ▲ +4.45% | $59.36 (+4.45%) |
Apr 29, 2026 25w ago | Press Release | $61.73 $69.31 | ▲ +12.29% | ▲ +8.18% | $59.36 (−3.83%) |
US Market Status
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