SJM icon

J.M. Smucker

118.53 USD
+0.12
0.10%
At close Apr 1, 3:59 PM EDT
After hours
117.63
-0.90
0.76%
1 day
0.10%
5 days
6.30%
1 month
5.75%
3 months
6.43%
6 months
-2.21%
Year to date
6.43%
1 year
-4.97%
5 years
8.15%
10 years
2.64%
 

About: J.M. Smucker is a packaged food company that primarily sells through the US retail channel (78% of fiscal 2024 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of Hostess and international (primarily Canada). Retail coffee is its largest category (33% of sales) with brands Folgers and Dunkin'. Pet foods (22% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 22% comes from consumer foods, primarily peanut butter and jelly, through brands Jif and Smucker's. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.

Employees: 9,000

0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 5 analysts

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

65% more call options, than puts

Call options by funds: $162M | Put options by funds: $98.4M

1.61% more ownership

Funds ownership: 80.53% [Q3] → 82.14% (+1.61%) [Q4]

5% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 95

1% less funds holding

Funds holding: 831 [Q3] → 821 (-10) [Q4]

7% less capital invested

Capital invested by funds: $10.3B [Q3] → $9.62B (-$725M) [Q4]

14% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 312

33% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 2 (-1) [Q4]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$119
0%
upside
Avg. target
$121
2%
upside
High target
$123
4%
upside

5 analyst ratings

positive
20%
neutral
80%
negative
0%
Morgan Stanley
Megan Alexander
53% 1-year accuracy
9 / 17 met price target
4%upside
$123
Overweight
Initiated
24 Mar 2025
DA Davidson
Brian Holland
20% 1-year accuracy
2 / 10 met price target
1%upside
$120
Neutral
Maintained
11 Mar 2025
Barclays
Andrew Lazar
48% 1-year accuracy
10 / 21 met price target
0%upside
$119
Equal-Weight
Maintained
3 Mar 2025
Stifel
Matthew Smith
56% 1-year accuracy
14 / 25 met price target
1%upside
$120
Hold
Maintained
24 Jan 2025
TD Cowen
Robert Moskow
47% 1-year accuracy
28 / 59 met price target
2%upside
$121
Hold
Downgraded
8 Jan 2025

Financial journalist opinion

Based on 8 articles about SJM published over the past 30 days

Positive
24/7 Wall Street
2 weeks ago
Selling May Be Not Over – Grab These Safe High Yield Dividend Aristocrats Now
After a stellar end to the week, which still ended down, many investors are likely ready to buy the correction sell-off, as the aggressive “buy the dip” strategy has worked for well over two years.
Selling May Be Not Over – Grab These Safe High Yield Dividend Aristocrats Now
Negative
Investors Business Daily
2 weeks ago
9 S&P 500 Stocks Reliably Rally 20% Or More During Recessions
The odds of a recession might be increasing. And that's why it's important to know which S&P 500 stocks do just fine during the downturns.
9 S&P 500 Stocks Reliably Rally 20% Or More During Recessions
Positive
Zacks Investment Research
3 weeks ago
Here's Why Smucker (SJM) is a Strong Value Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
Here's Why Smucker (SJM) is a Strong Value Stock
Positive
Seeking Alpha
3 weeks ago
Buy Two Ideal March 'Safer' Dividend Dogs Of 34 Barron's 2025 Pro-Picks
Barron's New-Year (NY) Roundtable (RT) selections published in three issues 1/13-27/2025, listed 34 dividend picks as the best of 2025. Analysts predict top picks like AdvanSix, Applied Materials, and Salesforce could net significant returns, with an average gain estimate of 28.85%. Two standout "safer" stocks, AT&T and Annaly Capital, meet the dogcatcher ideal, offering high yields relative to their prices.
Buy Two Ideal March 'Safer' Dividend Dogs Of 34 Barron's 2025 Pro-Picks
Neutral
PRNewsWire
3 weeks ago
The J.M. Smucker Co. to Participate in the BofA Securities 2025 Consumer and Retail Conference
ORRVILLE, Ohio , March 5, 2025 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) today announced that Mark Smucker, Chair of the Board, President and Chief Executive Officer, and Tucker Marshall, Chief Financial Officer, will participate in a fireside chat at the BofA Securities 2025 Consumer and Retail Conference on Tuesday, March 11, 2025, at 8:00 a.m.
The J.M. Smucker Co. to Participate in the BofA Securities 2025 Consumer and Retail Conference
Positive
Zacks Investment Research
4 weeks ago
The J.M. Smucker Sells Value Brands to JTM Foods in Portfolio Move
SJM divests Cloverhill and Big Texas to JTM Foods, streamlining its portfolio to focus on Hostess and driving growth in sweet baked goods.
The J.M. Smucker Sells Value Brands to JTM Foods in Portfolio Move
Neutral
PRNewsWire
4 weeks ago
The J.M. Smucker Co. Completes the Divestiture of Certain Value Brands to JTM Foods, LLC
ORRVILLE, Ohio , March 3, 2025 /PRNewswire/ -- The J.M. Smucker Co. (NYSE: SJM) ("Company") announced today the closing of the transaction to divest its Cloverhill and Big Texas  brands, as well as certain private label products, to JTM Foods, LLC ("JTM").
The J.M. Smucker Co. Completes the Divestiture of Certain Value Brands to JTM Foods, LLC
Positive
24/7 Wall Street
4 weeks ago
February Worst Month Since September of 2023 – Grab Our 5 Favorite Dividend Aristocrats Now
The NASDAQ composite index has been scorching hot since the fall of 2022, as the Magnificent 7 drove the markets to all-time highs.
February Worst Month Since September of 2023 – Grab Our 5 Favorite Dividend Aristocrats Now
Positive
Zacks Investment Research
1 month ago
The J.M. Smucker Q3 Earnings Top Estimates, Sales Dip on Low Volumes
SJM's Q3 results reflect stringent cost management and strong execution, while sales are somewhat affected by certain supply chain disruptions.
The J.M. Smucker Q3 Earnings Top Estimates, Sales Dip on Low Volumes
Neutral
Seeking Alpha
1 month ago
The J. M. Smucker Company (SJM) Q3 2025 Earnings Call Q&A Transcript
The J. M. Smucker Company (NYSE:SJM ) Q3 2025 Earnings Q&A Call February 27, 2025 8:30 AM ET Company Participants Crystal Beiting - VP, IR & FP&A Mark Smucker - Chair of the Board, President and CEO Tucker Marshall - CFO Conference Call Participants Andrew Lazar - Barclays Ken Goldman - JPMorgan Peter Galbo - Bank of America Chris Carey - Wells Fargo Robert Moskow - TD Cowen Tom Palmer - Citi Alexia Howard - Bernstein Scott Marks - Jefferies Max Gumport - BNP Paribas Operator Good morning and welcome to the J.M. Smucker Company's Fiscal 2025 Third Quarter Earnings Question and Answer Session.
The J. M. Smucker Company (SJM) Q3 2025 Earnings Call Q&A Transcript
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