J.M. Smucker Company (SJM)

Over the past six months, The J. M. Smucker Co. stock has declined, with a 12-month low of $88.25 and a 12-month high of $119.39. As of early May 2026, the stock was trading around $96.91 to $99.18 per share. The company reported better-than-expected fiscal Q4 results on February 26th, with earnings per share (EPS) of $2.38. J. M. Smucker announced a quarterly dividend of $1.10 per share, payable on June 1, 2026. Analysts have issued varied ratings, with a consensus "Hold" and an average price target of $116.56. In May 2026, J.M. Smucker hired Goldman Sachs to conduct a strategic review of its portfolio, potentially weighing options that could lead to a sale of Hostess Brands.

The J. M. Smucker Co. operates in the consumer packaged goods sector, offering staple food and beverage items. Products like coffee, peanut butter, and pet food generally exhibit relatively stable demand throughout the year. Baking mixes and ingredients could see increased demand during holiday seasons, and fruit spreads might align with harvest times or holiday baking.

The J. M. Smucker Co. is an American manufacturer and marketer of branded food and beverage products, operating in the Consumer Non-Cyclicals sector. Its business is structured around four segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, and Sweet Baked Snacks. The company's portfolio includes coffee, sweet baked goods, pet snacks, frozen handheld products, peanut butter, cat and dog food, fruit and specialty spreads, cookies, hot beverages, and baking mixes. Key brands include Smucker's, Jif, Folgers, and Meow Mix. In 2023, Smucker's acquired Hostess Brands for $5.6 billion.

The J. M. Smucker Co. has an extensive North American manufacturing footprint, with its headquarters in Orrville, Ohio, and numerous facilities across the United States and Canada. The company is expanding its capacity, including a third Uncrustables facility in McCalla, Alabama, in fiscal year 2025, and an investment in a Georgia facility in late 2025. Smucker's distributes its products in over 45 countries, with Canada accounting for 90% of its non-U.S. revenues.

The J. M. Smucker Co. has a long-standing reputation for producing high-quality products. The acquisition of Hostess Brands has raised concerns among analysts regarding its performance. J.M. Smucker announced plans to remove certain color additives from its food products. The company emphasizes its commitment to quality production and positive community impact.

The J. M. Smucker Co. is publicly traded, with institutional investors holding approximately 88.37% of the shares. Major institutional shareholders include The Vanguard Group, Inc., BlackRock, Inc., and State Street Corp. The Smucker family maintains influence through leadership roles, with Mark Smucker serving as Chairman, President, and CEO. Insiders, including the Smucker family, hold around 11.63% of the company, and the general public holds about 11% ownership.