J. M. Smucker (NYSE:SJM) Insider Jeannette Knudsen Sells 5,550 Shares of Stock

The J. M. Smucker Company (NYSE:SJM) insider Jeannette Knudsen sold 5,550 shares of the firm’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $116.29, for a total value of $645,409.50. Following the sale, the insider owned 16,039 shares of the company’s stock, valued at $1,865,175.31. This represents a 25.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

J. M. Smucker Stock Down 0.7%

Shares of J. M. Smucker stock opened at $116.05 on Friday. The business has a 50-day moving average of $99.63 and a 200-day moving average of $102.01. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.78 and a quick ratio of 0.35. The company has a market capitalization of $12.38 billion, a PE ratio of -89.27, a P/E/G ratio of 1.64 and a beta of 0.27. The J. M. Smucker Company has a 1-year low of $88.25 and a 1-year high of $119.39.

J. M. Smucker (NYSE:SJM) last announced its earnings results on Tuesday, June 9th. The company reported $2.77 earnings per share for the quarter, beating the consensus estimate of $2.64 by $0.13. The company had revenue of $2.27 billion during the quarter, compared to the consensus estimate of $2.26 billion. J. M. Smucker had a positive return on equity of 17.18% and a negative net margin of 1.53%.The company’s revenue was up 5.8% on a year-over-year basis. During the same period last year, the firm earned $2.31 earnings per share. J. M. Smucker has set its FY 2027 guidance at 9.750-10.250 EPS. As a group, equities analysts forecast that The J. M. Smucker Company will post 9.89 EPS for the current fiscal year.

J. M. Smucker Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Friday, May 15th were paid a dividend of $1.10 per share. The ex-dividend date was Friday, May 15th. This represents a $4.40 annualized dividend and a yield of 3.8%. J. M. Smucker’s dividend payout ratio (DPR) is -338.46%.

More J. M. Smucker News

Here are the key news stories impacting J. M. Smucker this week:

• Negative Sentiment: An insider sale by Jeannette L. Knudsen of 5,550 shares at an average price of $116.29 may weigh on sentiment, since insider selling can signal caution, even though the transaction was relatively small versus the company’s market value. SEC filing
• Negative Sentiment: Technical commentary flagged SJM as overbought and near resistance, suggesting the recent rally could be running out of momentum and may face near-term pullback pressure. Article
• Negative Sentiment: Seeking Alpha noted that while quarterly earnings beat expectations, fiscal 2027 guidance looks muted, with revenue expected to fall and free cash flow projected to decline, which could limit upside for investors. Article
• Negative Sentiment: TipRanks reported a new risk disclosure related to stakeholder sentiment and activism, adding another governance-related headwind to valuation. Article
• Neutral Sentiment: Analyst and media coverage remains mixed, with TD Cowen issuing a Hold and several articles debating whether Smucker’s recent move has already topped out. Article
• Neutral Sentiment: Jim Cramer said food stocks still have “scarcity value” and referenced Smucker’s pet food, coffee, Uncrustables, and peanut butter businesses, which supports the company’s defensive appeal but is not a direct catalyst. Article
• Neutral Sentiment: Commentary on evolving consumer demand trends suggests investors are still reassessing Smucker’s growth profile, but it does not point to a clear near-term catalyst. Article

Analyst Upgrades and Downgrades

SJM has been the topic of several research analyst reports. Evercore initiated coverage on J. M. Smucker in a research note on Friday, May 15th. They set an “outperform” rating and a $117.00 price objective on the stock. Wall Street Zen upgraded J. M. Smucker from a “hold” rating to a “buy” rating in a research note on Saturday. Wells Fargo & Company set a $115.00 target price on J. M. Smucker in a research note on Wednesday. Stifel Nicolaus decreased their target price on J. M. Smucker from $120.00 to $100.00 and set a “hold” rating for the company in a research note on Tuesday, April 21st. Finally, Barclays lifted their target price on J. M. Smucker from $103.00 to $125.00 and gave the company an “equal weight” rating in a research note on Thursday. Ten research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $121.13.

Hedge Funds Weigh In On J. M. Smucker

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. UBS Group AG boosted its position in shares of J. M. Smucker by 238.7% during the fourth quarter. UBS Group AG now owns 3,924,282 shares of the company’s stock worth $383,834,000 after buying an additional 2,765,559 shares during the period. Two Sigma Investments LP boosted its position in shares of J. M. Smucker by 6,854.4% during the third quarter. Two Sigma Investments LP now owns 1,527,962 shares of the company’s stock worth $165,937,000 after buying an additional 1,505,991 shares during the period. National Bank of Canada FI boosted its position in shares of J. M. Smucker by 797.4% during the third quarter. National Bank of Canada FI now owns 1,401,173 shares of the company’s stock worth $152,167,000 after buying an additional 1,245,035 shares during the period. Capitolis Liquid Global Markets LLC acquired a new position in shares of J. M. Smucker during the third quarter worth approximately $112,944,000. Finally, Norges Bank acquired a new position in shares of J. M. Smucker during the fourth quarter worth approximately $92,960,000. 81.66% of the stock is currently owned by institutional investors and hedge funds.

About J. M. Smucker

The J. M. Smucker Company is a diversified food and beverage manufacturer and marketer known for a portfolio of well-established consumer brands. The company’s main business activities include the production and distribution of fruit spreads, peanut butter, coffee and coffee filters, as well as pet food and pet snacks. Smucker’s core product lines serve both retail and foodservice customers through grocery chains, mass merchandisers, club stores, convenience outlets and e-commerce channels.

Among its leading brands are Smucker’s® fruit spreads, Jif® peanut butter, Folgers® and Dunkin’® coffees, and Café Bustelo® coffee.