Te Ahumairangi Investment Management Ltd Lowers Holdings in The J. M. Smucker Company $SJM

Te Ahumairangi Investment Management Ltd cut its holdings in The J. M. Smucker Company (NYSE:SJM) by 15.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,870 shares of the company’s stock after selling 4,850 shares during the period. Te Ahumairangi Investment Management Ltd’s holdings in J. M. Smucker were worth $2,530,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in SJM. CYBER HORNET ETFs LLC purchased a new position in shares of J. M. Smucker during the second quarter valued at about $27,000. Fideuram Asset Management Ireland dac purchased a new position in shares of J. M. Smucker during the fourth quarter valued at about $32,000. MCF Advisors LLC grew its position in shares of J. M. Smucker by 68.1% during the fourth quarter. MCF Advisors LLC now owns 311 shares of the company’s stock valued at $30,000 after purchasing an additional 126 shares in the last quarter. MUFG Securities EMEA plc purchased a new position in shares of J. M. Smucker during the second quarter valued at about $31,000. Finally, Hilton Head Capital Partners LLC purchased a new position in shares of J. M. Smucker during the fourth quarter valued at about $42,000. 81.66% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on SJM. Wall Street Zen lowered J. M. Smucker from a “buy” rating to a “hold” rating in a research report on Sunday, March 8th. Morgan Stanley raised their price objective on J. M. Smucker from $106.00 to $110.00 and gave the company an “equal weight” rating in a research report on Wednesday. Royal Bank Of Canada raised their price objective on J. M. Smucker from $130.00 to $135.00 and gave the company an “outperform” rating in a research report on Wednesday. Weiss Ratings reaffirmed a “sell (d)” rating on shares of J. M. Smucker in a research note on Monday, April 20th. Finally, Stifel Nicolaus decreased their price target on shares of J. M. Smucker from $120.00 to $100.00 and set a “hold” rating on the stock in a research note on Tuesday, April 21st. Ten equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $121.13.

J. M. Smucker Price Performance

J. M. Smucker stock opened at $116.91 on Friday. The company has a market cap of $12.47 billion, a price-to-earnings ratio of -89.93, a PEG ratio of 7.71 and a beta of 0.27. The company has a quick ratio of 0.35, a current ratio of 0.78 and a debt-to-equity ratio of 1.15. The firm’s fifty day moving average is $99.22 and its 200 day moving average is $101.91. The J. M. Smucker Company has a 52-week low of $88.25 and a 52-week high of $119.39.

J. M. Smucker (NYSE:SJM) last announced its earnings results on Tuesday, June 9th. The company reported $2.77 EPS for the quarter, topping analysts’ consensus estimates of $2.64 by $0.13. The firm had revenue of $2.27 billion during the quarter, compared to analysts’ expectations 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 quarterly revenue was up 5.8% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.31 EPS. J. M. Smucker has set its FY 2027 guidance at 9.750-10.250 EPS. Sell-side analysts forecast that The J. M. Smucker Company will post 9.95 EPS for the current fiscal year.

J. M. Smucker Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Friday, May 15th were issued a $1.10 dividend. The ex-dividend date was Friday, May 15th. This represents a $4.40 dividend on an annualized basis and a dividend yield of 3.8%. J. M. Smucker’s payout ratio is -338.46%.

Trending Headlines about J. M. Smucker

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

• Positive Sentiment: J. M. Smucker posted fiscal Q4 earnings and revenue that beat or met expectations, reinforcing the view that its turnaround is gaining traction and that pricing strategy is helping cash generation. Why J.M. Smucker Stock Jumped Today
• Positive Sentiment: Analysts turned more constructive after earnings, with JPMorgan and Wells Fargo both raising price targets and maintaining overweight-style views, which can support the stock near-term. Benzinga analyst target updates
• Positive Sentiment: Coverage highlighting coffee cost relief, Uncrustables growth, and Hostess profit improvement suggests potential margin tailwinds in fiscal 2027. SJM Q4 Earnings Call Flags Coffee Relief, Sales Pressure
• Neutral Sentiment: Several pieces frame the stock as a “hold” or question whether the recent rally has run too far, indicating sentiment is improving but not yet uniformly bullish. JM Smucker (SJM) Gets a Hold from TD Cowen
• Neutral Sentiment: The company’s FY2027 guidance still calls for a 3% to 4% decline in sales and lower free cash flow, which tempers the earnings beat and suggests the recovery story is still in progress.
• Negative Sentiment: Newly disclosed stakeholder-sentiment and activism risk adds another valuation concern, and technical commentary says the shares look overbought and near resistance, which could pressure the stock if momentum fades. Stakeholder Sentiment and Activism: A Growing Valuation Risk for J.M. Smucker

J. M. Smucker Profile

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.