J.M. Smucker
Sells coffee, frozen sandwiches, spreads, pet food, and Hostess baked snacks.
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Profile
Sells branded coffee, frozen sandwiches and spreads, pet food and snacks, sweet baked goods, and foodservice products through retail and away-from-home channels. Most business is U.S.-based, and the portfolio is anchored by Folgers, Uncrustables, Jif, Meow Mix, Milk-Bone, and Hostess, with Dunkin' packaged coffee sold under license.
Markets branded coffee, frozen handhelds and spreads, pet foods, sweet baked snacks, and away-from-home products, primarily through North American retailers and foodservice distributors. Folgers, Dunkin' packaged coffee, and Café Bustelo anchor coffee; Uncrustables, Jif, and Smucker's cover frozen sandwiches and spreads; Meow Mix and Milk-Bone span cat food and dog snacks; Hostess supplies snack cakes and doughnuts.
Execution rests on brand and category management, product innovation, customer service, and an integrated distribution network. Most sales come from the United States, with Canada the main international market. The portfolio depends on volatile agricultural commodities, licensed Dunkin' trademarks, concentrated retail distribution, and several primary or single-source suppliers. Walmart and Sam's Club account for roughly one-third of sales, while food labeling, manufacturing, packaging, and distribution remain subject to extensive regulation.
Company facts
Key statistics
Year to date +37.0% · Average volume (30d) 1.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 27, 2026 | Coker Palmer | Target | $125 | $149 | |
| Aug 27, 2026 | RBC Capital | Target | $135 | $150 | |
| Aug 27, 2026 | Evercore ISI | Reiterate | Outperform | $125 | $150 |
| Aug 27, 2026 | Bernstein | Reiterate | Outperform | $137 | $157 |
| Aug 27, 2026 | Wells Fargo | Reiterate | Overweight | $115 | $144 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026Q1 FY27 | $2.22 | $3.24 | +45.9% | $2.13B | $2.22B | +4.1% | +4.34% |
| Jun 9, 2026Q4 FY26 | $2.64 | $2.77 | +4.9% | $2.26B | $2.27B | +0.5% | +4.15% |
| Feb 26, 2026Q3 FY26 | $2.27 | $2.38 | +4.8% | $2.32B | $2.34B | +0.7% | −0.04% |
| Nov 25, 2025Q2 FY26 | $2.10 | $2.10 | 0.0% | $2.32B | $2.33B | +0.4% | +2.79% |
Financial highlights
| 12 quarters | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.14B | $2.11B | $2.33B | $2.34B | $2.27B | $2.22B | |
| Gross profit | $823.3M | $474.7M | $869.9M | $827.8M | $862.1M | $979.6M | |
| Operating income | −$599.1M | $51.6M | $424.1M | $418.3M | $449.0M | $511.6M | |
| Net income | −$729.0M | −$43.9M | $241.3M | −$724.2M | $388.1M | $324.3M | |
| Diluted EPS | −$6.85 | −$0.41 | $2.26 | −$6.79 | $3.64 | $3.03 | |
| Gross margin | 38.4% | 22.5% | 37.3% | 35.4% | 38.0% | 44.1% | |
| Operating margin | -27.9% | 2.4% | 18.2% | 17.9% | 19.8% | 23.1% |
Fiscal years (4-quarter sums)FY22 $8.00B · FY23 $8.53B · FY24 $8.18B · FY25 $8.73B · FY26 $9.05B
Revenue by product · Q1 FY27
Revenue by geography · Q1 FY27
Balance sheet, Jul 31, 2026Cash & short-term investments $43.2M · Total debt $6.90B · Total assets $16.20B · Shareholders' equity $5.75B
Dividends
Raised for 30 straight years — most recently to $1.12 from $1.10 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 14, 2026 | Aug 14 | Sep 1 | $1.12 | raised from $1.10 |
| May 15, 2026 | May 15 | Jun 1 | $1.10 | |
| Feb 13, 2026 | Feb 13 | Mar 2 | $1.10 | |
| Nov 14, 2025 | Nov 14 | Dec 1 | $1.10 | |
| Aug 15, 2025 | Aug 15 | Sep 2 | $1.10 | raised from $1.08 |
| May 16, 2025 | May 16 | Jun 2 | $1.08 | |
| Feb 14, 2025 | Feb 14 | Mar 3 | $1.08 | |
| Nov 15, 2024 | Nov 15 | Dec 2 | $1.08 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 106.88M · Float 104.35M · 97.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 7.39M | 6.91% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 6.79M | 6.36% | 13F | Aug 13, 2026 |
| State Street Corp | 6.57M | 6.15% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 4.93M | 4.62% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 4.59M | 4.30% | 13F | Aug 11, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 29, 2026 | Jill R. Penrose | officer: Chief People Officer | −5,000 | $116.70 |
| Jun 26, 2026 | Jeannette L. Knudsen | officer: Chief Legal Officer | −4,353 | $115.08 |
| Jun 24, 2026 | Tucker H. Marshall | officer: Chief Financial Officer | −3,630 | $111.05 |
| Jun 17, 2026 | Mark T. Smucker | director, officer: CEO, Chair of Board | −13,000 | $115.11 |
| Jun 11, 2026 | Jeannette L. Knudsen | officer: Chief Legal Officer | −5,550 | $116.29 |
Peers
- Keurig Dr Pepper
Direct at-home coffee and K-Cup rival
- Kraft Heinz
Mainstream roast coffee rival through Maxwell House
- General Mills
Pet and frozen-snack overlap through Blue Buffalo and Totino's
- Post
Peanut butter and pet-food rival after SJM brand sale
- Hormel Foods
Direct Jif rival through Skippy peanut butter
- Mondelez International
Sweet-snack overlap through biscuits and baked snacks
- Flowers Foods
Public packaged-bakery peer against Hostess
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| J.M. Smucker | $132.34 | −0.00% | $14.14B | 61.8 | 13.0 | 1.5 | +5.0% |
| Keurig Dr Pepper | $32.50 | +1.03% | $43.78B | 32.4 | 13.1 | 2.2 | +75.6% |
| Kraft Heinz | $25.72 | +0.13% | $30.47B | — | 12.9 | 1.2 | −1.4% |
| General Mills | $41.13 | −1.02% | $22.18B | — | 13.7 | 1.2 | +1.2% |
| Post | $84.16 | −1.37% | $3.87B | 15.7 | 12.1 | 0.5 | −1.8% |
| Hormel Foods | $21.55 | −0.07% | $11.86B | 34.2 | 13.8 | 1.0 | −2.4% |
| Mondelez International | $62.76 | +0.66% | $79.59B | 23.0 | 19.3 | 2.0 | +4.1% |
| Flowers Foods | $7.07 | −0.49% | $1.51B | 27.3 | 11.4 | 0.3 | −4.0% |
| Median | 27.3 | 13.1 | 1.2 | −1.4% |