J. M. Smucker (NYSE:SJM) Insider Sells $645,409.50 in Stock

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

J. M. Smucker Stock Down 0.7%

Shares of J. M. Smucker stock traded down $0.79 on Friday, hitting $116.05. 1,600,643 shares of the company traded hands, compared to its average volume of 2,008,183. 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 J. M. Smucker Company has a 12-month low of $88.25 and a 12-month high of $119.39. The company has a 50-day moving average price of $99.22 and a 200 day moving average price of $101.91. The company has a market cap of $12.38 billion, a PE ratio of -89.27, a PEG ratio of 7.71 and a beta of 0.27.

J. M. Smucker (NYSE:SJM) last released its quarterly earnings data on Tuesday, June 9th. The company reported $2.77 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.64 by $0.13. J. M. Smucker had a negative net margin of 1.53% and a positive return on equity of 17.18%. The business had revenue of $2.27 billion during the quarter, compared to analyst estimates of $2.26 billion. During the same quarter in the previous year, the business earned $2.31 EPS. J. M. Smucker’s quarterly revenue was up 5.8% compared to the same quarter last year. J. M. Smucker has set its FY 2027 guidance at 9.750-10.250 EPS. Sell-side analysts predict that The J. M. Smucker Company will post 9.95 earnings per share for the current year.

J. M. Smucker Announces Dividend

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

Analyst Ratings Changes

A number of research analysts have recently commented on SJM shares. Morgan Stanley upped their price objective on shares of J. M. Smucker from $106.00 to $110.00 and gave the company an “equal weight” rating in a research report on Wednesday. Barclays upped their price objective on shares of J. M. Smucker from $103.00 to $125.00 and gave the stock an “equal weight” rating in a research note on Thursday. UBS Group upped their target price on shares of J. M. Smucker from $121.00 to $130.00 and gave the stock a “buy” rating in a research report on Thursday. Royal Bank Of Canada upped their target price on shares of J. M. Smucker from $130.00 to $135.00 and gave the stock an “outperform” rating in a research report on Wednesday. Finally, Weiss Ratings restated a “sell (d)” rating on shares of J. M. Smucker in a report on Monday, April 20th. Ten research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $121.13.

Key Stories Impacting J. M. Smucker

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

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the business. Aquatic Capital Management LLC bought a new position in J. M. Smucker in the third quarter valued at $9,444,000. Neo Ivy Capital Management acquired a new stake in J. M. Smucker in the 3rd quarter worth about $997,000. Murphy Middleton Hinkle & Parker Inc. acquired a new stake in J. M. Smucker in the 4th quarter worth about $1,406,000. Dorato Capital Management bought a new position in J. M. Smucker in the 4th quarter valued at about $1,682,000. Finally, Polianta Ltd bought a new position in J. M. Smucker in the 4th quarter valued at about $1,457,000. Institutional investors own 81.66% of the company’s stock.

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.