SJM
J M SMUCKER Co$128.64 −1.34 (−1.03%)
Oct 26 4:00 PM ET · prev $129.98
Market cap
$14.2B
Large cap
Consensus
Buy
64% Buy or better · 22 analysts
Median target
$145.00
+13% · range $120.00–160.00
1 year
+22.8%
from $104.77 · Oct 27
30 days
+6.6%
from $120.63
52-week range
$89.53–133.39
−4% from high · low Apr 13
Avg volume 20D
1.13M
shares / day
Short interest
4.26M
≈4.0% of shares · −10.1%
Days to cover
3.2
at average volume
Insider net
−$16.9M
0 buyers · 5 sellers · since Jun 11
New fund stakes
4
Q2 2026 13F · 2 exits
Filing reports
10
analyzed by SecBot
SecBot read BULLISH 4 reports · 90 days
Balance 0 bearish · 1 bullish · 3 neutral oldest → newest, height = score
Avg score ·High conf. 3/4
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- R Feb 26 J.M. Smucker Co. reported mixed Q3 fiscal 2026 results with revenue…
- A May 15 Evercore ISI Group initiates
- R Jun 9 J.M. Smucker reported fiscal Q4 2026 adjusted EPS of $2.77, a 20% Yo…
- S Jun 17 to Jun 29 4 days of insider sells: $3.0M by 4 insiders, avg $114.84
- I Jun 30 4 funds open new positions (13F)
- R Jul 1 The Sixth Circuit affirmed that J.M. Smucker's 2022 salmonella conta…
- R Aug 26 J.M. Smucker reported strong Q1 FY2027 results with adjusted EPS of…
- S Aug 28 to Aug 31 2 days of insider sells: $13.9M by 3 insiders, avg $131.53
Signal stack
Where each data set points today.
- InsidersBEARISH
5 insiders sold $16.9M.
- InstitutionsBULLISH
Q2 2026: 67 added (4 new), 35 trimmed or exited. Largest new: Massachusetts Financial Services /Ma/ $69.9M, Hrt Financial $18.8M.
- AnalystsBULLISH
14 of 22 rate it Buy or better. Median target $145.00 (+13%).
- Short sellersSTEADY
Short interest −10.1% to 4.26M shares. 3.2 days to cover, ≈4.0% of shares.
- TrendUPTREND
4% above its 50-day average. New closing high $133.39 on Oct 22.
Who's buying
13F· Q2 20264
new positions
2
exits
$121.4M
in new stakes
| Fund | Move | Value |
|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | ADD | $314.3M |
| CITADEL ADVISORS LLC | ADD | $302.7M |
| GOLDMAN SACHS GROUP INC | ADD | $244.6M |
| NORGES BANK | ADD | $170.0M |
| Qube Research & Technologies Ltd | ADD | $144.1M |
| JANE STREET GROUP, LLC | ADD | $107.2M |
| Amundi | ADD | $83.1M |
| Point72 Asset Management, L.P. | TRIM | $77.6M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
22 analysts 64% rate it Buy or better
12-month targets · 16 analysts
$128.64 $120.00 $145.00 $160.00
Price is inside the target range. Median implies +13%.Targets as of Oct 26, 2026.
Recent actions
| Date | Firm | Rating |
|---|---|---|
| Oct 16, 2026 | Barclays MAINTAIN | Equal-Weight |
| Oct 15, 2026 | Bernstein MAINTAIN | Outperform |
| Aug 27, 2026 | Barclays MAINTAIN | Equal-Weight |
| Aug 27, 2026 | TD Cowen MAINTAIN | Hold |
| Aug 27, 2026 | Bernstein MAINTAIN | Outperform |
| Aug 27, 2026 | RBC Capital MAINTAIN | Outperform |
Insider ledger
Form 4$0
bought · 0 insiders
$16.9M
sold · 5 insiders
| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | TAYLOR JODI Director | AWARD | 1,466 sh |
| Oct 1, 2026 | SINGER DAVID V Director | AWARD | 1,466 sh |
| Oct 1, 2026 | Perry Kirk Director | AWARD | 215.61 sh |
| Oct 1, 2026 | Perry Kirk Director | AWARD | 1,466 sh |
| Oct 1, 2026 | AMIN TARANG Director | AWARD | 258.732 sh |
| Oct 1, 2026 | AMIN TARANG Director | AWARD | 1,466 sh |
| Oct 1, 2026 | Abramo Mercedes Director | AWARD | 215.61 sh |
| Oct 1, 2026 | Abramo Mercedes Director | AWARD | 1,466 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Congressional trades
SJM trades disclosed by members of Congress, with disclosure delay.
2 members · 2 buys / 0 sells
| Date | Member | Type | Amount |
|---|---|---|---|
| Apr 23, 2026 | Gary Peters D· SENATE· Own account· The J M Smucker Company | BUY | $1,001 - $15,000 |
| Mar 27, 2026 | Alan Armstrong R· SENATE· Joint account· The J M Smucker Company | BUY | $1,001 - $15,000 |
Short side
FINRA· Sep 30, 20264,257,083
shares short
-10.1%
vs prior settlement
3.2
days to cover
≈4.0%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 16, 2026 SEC Aug 26, 2026 SEC
{ "summary": "Three institutional asset managers accumulated $49.1M in SJM during Q3 2026, led by Assenagon Asset…
INST-CLUSTER — Impact 5/10
Oct 1, 2026 Insider
TAYLOR JODI was granted 1,466 shares
Director
Oct 1, 2026 Insider
SINGER DAVID V was granted 1,466 shares
Director
Oct 1, 2026 Insider
Sep 2, 2026 SEC Perry Kirk was granted 215.61 shares
Director
CEO Mark Smucker and CFO Tucker Marshall exercised and immediately sold a combined ~$12.6M in shares within days of…
CLUSTER — Impact 3/10
J.M. Smucker reported strong Q1 FY2027 results with adjusted EPS of $3.24, significantly beating the $2.21 consensus…
8-K — Impact 7/10
Aug 26, 2026 Earnings
Jul 17, 2026 Press The J.M. Smucker Co. Announces Fiscal Year 2027 First Quarter Results and Updates Full-Year Fiscal 2027 Outlook
ORRVILLE, Ohio, Aug. 26, 2026 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) today announced resul
The J.M. Smucker Co. announced a 2% increase in its quarterly dividend from $1.10 to $1.12 per share, marking the 25th…
Impact 3/10
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 24, 2026
Earnings date
🔒 Fresh data, subscribers only
Recent
Aug 26, 2026
Earnings
The J.M. Smucker Co. Announces Fiscal Year 2027 First Quarter Results and Updates Full-Year Fiscal 2027 Outlook
ORRVILLE, Ohio, Aug. 26, 2026 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) today announced results for the first quarter ended July 31, 2026, of…
Aug 26, 2026
Earnings date
SJM Q1 2027 Earnings Scheduled — 2026-08-26
Aug 14, 2026
Short interest
Short Interest: SJM down 24% to 4.3M shares
Settlement 2026-08-14 | Days to cover: 4.31 | ≈4.00% of shares outstanding (est.)
Aug 5, 2026
Earnings
The J.M. Smucker Co. to Report First Quarter Earnings and Participate in the 2026 Barclays Global Consumer Staples Conference
ORRVILLE, Ohio, Aug. 5, 2026 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) will release its first quarter fiscal 2027 financial results on…
Jul 17, 2026
Dividend
The J.M. Smucker Co. Announces Dividend Increase
ORRVILLE, Ohio, July 17, 2026 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) today announced its Board of Directors approved an increase in the…
SecBot reports
10 filings · 1 press release · 2 bullish · 1 bearish · 2 mixed · 5 neutral- NEUTRAL INST-CLUSTEROct 16, 2026
{ "summary": "Three institutional asset managers accumulated $49.1M in SJM during Q3 2026, led by…
LLM returned non-JSON response. Review the filing manually.
- NEUTRAL CLUSTERSep 2, 2026
CEO Mark Smucker and CFO Tucker Marshall exercised and immediately sold a combined ~$12.6M in…
The cluster is neutral: both CEO and CFO exercised options and sold to cover tax and diversify — a routine pattern after a strong earnings report. No open-market selling beyond exercise obligations…
- BULLISH 8-KAug 26, 2026
J.M. Smucker reported strong Q1 FY2027 results with adjusted EPS of $3.24, significantly beating…
The raised guidance and strong beat, even with the tariff refund tailwind, suggest the company's core coffee and Uncrustables businesses are performing well. Traders should watch for the…
- NEUTRAL PRESS-RELEASEAug 5, 2026
The J.M. Smucker Co. announced it will report its Q1 2026 results on August 26, 2026.
All SJM filing & press-release reports (11)
- INST-CLUSTER reportOct 16, 2026
- CLUSTER reportSep 2, 2026
- 8-K reportAug 26, 2026
- PRESS-RELEASE reportAug 5, 2026
- PRESS-RELEASE reportJul 17, 2026
- CLUSTER reportJun 30, 2026
- COURT-RULING reportMar 31, 2026
- COURT-RULING reportJul 1, 2026
- CLUSTER reportJun 30, 2026
- 8-K reportJun 9, 2026
- 8-K reportFeb 26, 2026