J.M. Smucker (SJM)
Sells coffee, frozen sandwiches, spreads, pet food, and Hostess baked snacks.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 27, 2026 | Coker Palmer | Target | Target: $125 | Target: $149 |
| Aug 27, 2026 | RBC Capital | Reiterate | Rating: —Target: $135 | Target: $150 |
| Aug 27, 2026 | Evercore ISI | Reiterate | Rating: —Target: $125 | Target: $150 |
| Aug 27, 2026 | Bernstein | Reiterate | Rating: —Target: $137 | Target: $157 |
| Aug 27, 2026 | Wells Fargo | Reiterate | Rating: —Target: $115 | Target: $144 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $43.2M · Total debt $6.90B · Total assets $16.20B · Shareholders' equity $5.75B
- Revenue
- $2.22B
- Operating income
- $511.6M
- Net income
- $324.3M
HistoryDividendAnnual yield
| Institutions | 88.60% | 94.65M shares | |
|---|---|---|---|
| 920 holders · as of Jun 30, 2026 | |||
| Insiders | 1.26% | 1.35M shares | |
| 9 holders · as of Sep 2, 2026 | |||
| Other | 10.14% | 10.83M shares | |
| remainder | |||
106.82M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 6.92% | 7.39M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.36% | 6.79M | as of Jun 30, 2026 |
State Street CorpInstitution | 6.15% | 6.57M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.62% | 4.93M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 4.30% | 4.59M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 31, 2026 | Mark T. Smucker | director, officer: CEO, Chair of Board | −84,821 | $131.39 |
| Aug 31, 2026 | Robert D. Ferguson | officer: Chief Product Supply Officer | −2,522 | $132.41 |
| Aug 28, 2026 | Tucker H. Marshall | officer: Chief Financial Officer | −18,482 | $132.05 |
| 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 |
- 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
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| J.M. Smucker | $121.11 | +0.03% | $12.81B | 56.0 | 12.0 | 1.4 | +5.0% |
| Keurig Dr Pepper | $31.43 | −0.26% | $41.66B | 30.8 | 12.8 | 2.1 | +75.6% |
| Kraft Heinz | $24.04 | +0.23% | $28.90B | — | 12.0 | 1.2 | −1.4% |
| General Mills | $35.75 | +0.79% | $18.90B | — | 11.7 | 1.0 | +1.2% |
| Post | $75.97 | +0.03% | $3.41B | 13.8 | 10.8 | 0.4 | −1.8% |
| Hormel Foods | $20.39 | +0.25% | $11.26B | 32.5 | 13.3 | 0.9 | −2.4% |
| Mondelez International | $61.10 | 0.00% | $76.80B | 22.2 | 19.0 | 1.9 | +4.1% |
| Flowers Foods | $5.91 | +0.42% | $1.26B | 22.9 | 9.6 | 0.2 | −4.0% |
| Median | 22.9 | 12.0 | 1.0 | −1.4% |