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The J. M. Smucker Company

SJM · NYSE

Market closed$112.01$-1.96 (-1.72%)After hours $112.63 · +0.55%

Key statistics

Previous close$113.97
Open$115.42
Day high$117.55
Day low$111.50
52-week high$119.39
52-week low$88.25
Market cap11.97B
Volume960.56K
Average volume1.75M
P/E ratio12.24
Forward P/E8.04
EPS9.15
Dividend yield+3.93%

Market context

Why it moved

J.M. Smucker shares declined amid a broadly weak trading session in the overall stock market, with selling pressure outweighing the positive sentiment from the company's announced quarterly dividend increase to $1.12 per share.

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What is happening

Recent company-specific developments and publisher coverage.

July 18, 2026J.M. Smucker shares declined, pulling back from intraday highs near $117.55 amid broad market weakness driven by escalating U.S.-Iran tensions and a deteriorating AI narrative that weighed on equities broadly. Adding a positive note for income investors, Smucker announced a quarterly dividend increase to $1.12 per share — its latest signal of commitment to shareholder returns — while a Seeking Alpha analysis flagged the stock as attractively valued at under 11x earnings. The broader packaged foods sector faced headwinds from cautious consumer spending and private-label competition, though staples outperformed discretionary peers as defensive rotation continued.

-1.7198

July 17, 2026J. M. Smucker shares surged roughly 4.5%, significantly outperforming the broader market and leading consumer staples peers as the sector rotated into defensive names — the Consumer Staples SPDR ETF (XLP) gained 2.6% while the S&P 500 slipped. The rally built on several tailwinds: a Seeking Alpha piece highlighted SJM as undervalued at under 11x earnings, Uncrustables remains a standout growth driver within its portfolio, and the company's June earnings beat ($2.77 EPS vs. $2.64 est., +5.8% revenue growth) and FY2027 EPS guidance of $9.75–$10.25 continue to underpin investor confidence. Contrast with packaged food peer Conagra (CAG), which fell on a dividend cut and weak volume outlook, likely making Smucker's cleaner balance sheet and dividend yield (~4%) more attractive to income-focused investors.

4.5405

July 16, 2026J. M. Smucker shares closed essentially unchanged, holding near the $109 level as investors continue to digest the company's strong June earnings beat — Q4 EPS of $2.77 topped estimates of $2.64 on revenue up 5.8% year-over-year — while a Seeking Alpha analysis flagged the stock as attractively valued at roughly 10.9x forward earnings with a ~4% dividend yield. Institutional activity was mixed, with AMG National Trust initiating a new position while Sumitomo Mitsui Trust trimmed its stake by 79%, and sector peer Conagra's cautious FY2027 guidance and 50% dividend cut weighed on broader packaged foods sentiment.

0.193

July 14, 2026J. M. Smucker shares closed down roughly 1.6%, underperforming the consumer staples sector (XLP) as investors rotated defensively amid a complex macro backdrop of Iran-driven oil price spikes, softening June CPI, and a hawkish Fed. Analyst sentiment remains a mixed Hold consensus with a $121.13 average price target—well above current levels—while recent institutional selling (Swedbank cutting its stake 58%, Resona reducing by 55%) and insider share sales from multiple executives have added to near-term headwinds. Investors continue to watch Uncrustables as the company's primary growth catalyst following its June earnings beat ($2.77 EPS vs. $2.64 est.) and FY2027 EPS guidance of $9.75–$10.25.

-1.5561

July 14, 2026J. M. Smucker shares closed modestly lower alongside a broad market pullback driven by renewed U.S.-Iran military hostilities and surging oil prices, which stoked inflation fears ahead of key CPI data due Tuesday. Despite the macro headwinds, the company's investment narrative remains constructive: its most recent quarter beat EPS estimates ($2.77 vs. $2.64) with 5.8% revenue growth, and the Uncrustables brand garnered attention after the company expanded its storage flexibility to include refrigeration. Analyst consensus sits at Hold with a $121.13 average price target — roughly 9.6% above current levels — while recent insider selling and institutional stake reductions by firms like Swedbank AB and Munich Re have tempered near-term sentiment.

-0.9588

July 11, 2026J. M. Smucker shares edged higher, outperforming the consumer staples sector ETF (XLP) which also closed modestly up, as investors continue to digest the company's strong June earnings beat — Q4 EPS of $2.77 topped estimates by $0.13 on revenue up 5.8% year-over-year — and an upbeat FY2027 guidance of $9.75–$10.25 EPS. The broader backdrop remains mixed for packaged food names, with PepsiCo flagging higher commodity costs in H2 and ongoing Middle East tensions keeping energy input cost concerns elevated, while analysts maintain a consensus Hold with an average price target of $121.13.

0.6584

July 9, 2026J. M. Smucker shares closed modestly lower, pressured by the broader consumer staples sector selloff as renewed U.S.-Iran hostilities drove oil prices sharply higher, raising input cost concerns across packaged food companies. The macro headwinds overshadowed otherwise constructive company-specific developments, including a recent earnings beat ($2.77 EPS vs. $2.64 expected), raised FY2027 guidance of $9.75–$10.25 EPS, and a mix of analyst upgrades — with Bank of America maintaining a Buy and a $132 target and JPMorgan reiterating Overweight with a $125 target. PepsiCo's same-day warning about higher commodity costs in H2 further weighed on the packaged foods group. The consumer staples sector ETF (XLP) also declined, as rising Treasury yields — a byproduct of oil-fueled inflation fears — erode the relative yield appeal of dividend-paying staples stocks. Analyst consensus remains Hold with an average price target of $121.13, above current levels.

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July 9, 2026J.M. Smucker closed modestly lower as the broader packaged foods sector faced mixed signals — defensive consumer staples saw inflows amid geopolitical risk-off sentiment triggered by Trump declaring the Iran ceasefire 'over,' yet the XLP sector ETF still pulled back on the day. Sentiment on Smucker remains cautiously constructive following its strong June earnings beat ($2.77 EPS vs. $2.64 expected) and raised FY2027 guidance of $9.75–$10.25 EPS, though the consensus Hold rating and notable insider selling by executives in late June temper enthusiasm. HSBC cut its SJM stake by 24.1% in Q4, adding to a pattern of mixed institutional flows even as the analyst average price target of $121.13 suggests modest upside from current levels.

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Ad Hoc News · July 17, 2026SJM stock trades steadily as The J.M. Smucker Company digests Hostess acquisition and maintains diviPluang · July 17, 2026J.M. Smucker raises quarterly dividend by 2% to $1.12, marking 25 years of consecutive growth.Investing.com · July 17, 2026J.M. Smucker raises quarterly dividend by 2% to $1.12PR Newswire · July 17, 2026The J.M. Smucker Co. Announces Dividend IncreaseInvesting.com · June 9, 2026Earnings call transcript: Smucker Q4 2026 beats forecasts, stock risesPR Newswire · June 9, 2026The J.M. Smucker Co. Announces Fiscal Year 2026 Fourth Quarter Results and Provides Full-Year Fiscal 2027 OutlookInvesting.com · May 21, 2026J.M. Smucker’s SWOT analysis: stock faces coffee strength amid portfolio concernsReuters · February 26, 2026J.M. Smucker adds two directors after private discussions with activist Elliott, shares jump
Mt Newswire · July 17, 2026J.M. Smucker Raises Quarterly Dividend to $1.12 a Share, Payable Sept. 1 to Holders of Record Aug. 14
Mt Newswire · June 30, 2026J M Smucker Insider Sold Shares Worth $583,475, According to a Recent SEC Filing
Mt Newswire · June 29, 2026J M Smucker Insider Sold Shares Worth $500,943, According to a Recent SEC Filing
Mt Newswire · June 25, 2026J M Smucker Insider Sold Shares Worth $403,112, According to a Recent SEC Filing
Mt Newswire · June 22, 2026J M Smucker Insider Sold Shares Worth $1,496,430, According to a Recent SEC Filing
Benzinga · June 11, 2026UBS Maintains Buy on JM Smucker, Raises Price Target to $130
Benzinga · June 11, 2026Stock Of The Day: Is This The Top For J. M. Smucker?
Benzinga · June 11, 2026Barclays Maintains Equal-Weight on JM Smucker, Raises Price Target to $125

Peers

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