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SJSJM

The J. M. Smucker Company

$SJM·$13B·Packaged Foods·Consumer Defensive
$118.32+2.3%YTD+20.8%1Y+8.9%
Mentions · last 7 days
2026-07-17: 12 posts2026-07-18: 5 posts2026-07-19: 2 posts2026-07-20: 3 posts2026-07-21: 1 posts2026-07-22: 7 posts2026-07-23: 1 posts31-78%
Price updated 1d ago·X counts updated 2d ago
SJSJM
$SJMThe J. M. Smucker Company
$118.32+2.26%31 posts-78%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SJM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-25

The move is getting stronger, with heavier trading behind it.

Smucker at 97% of the 52-week range with its 29th consecutive dividend hike — the August 26 print is where the aristocrat setup reconciles.

The J.M. Smucker Company is a US packaged-foods company (Folgers, Jif, Uncrustables, various specialty brands). Up 21% year to date and 9% over 12 months at 97% of its 52-week range with earnings on August 26, this is a defensive-dividend name at a good tape moment.

Why the setup has substance:

  • The dividend track record is doing real work: a 29th consecutive annual dividend increase to $1.12 per share plus the dividend-aristocrat status is exactly the kind of income-focused positioning that keeps long-only holders engaged — and the raise being called 'paltry' is the honest counter-weight for high-yield-hunters.
  • The core P&L is stable: last quarter revenue grew 5.8% YoY to $2.27B with operating margin of 4% — solid but modest packaged-foods numbers, and the trailing negative P/E reflects one-off Hostess-related items rather than run-rate losses.
  • The peer-basket framing is a real flow anchor: being featured alongside CSL, BLK, and OLLI as durable long-only holdings in Wide Moat Show commentary is the specific quality-compounder framing that supports the 1.4x price-to-sales multiple.

The August 26 print is the reconciliation event: a maintained full-year EPS guide plus specific commentary on Uncrustables growth and Hostess integration completion is what continues the trend. A soft organic-growth number or specific commentary on Hostess integration issues is what breaks the setup and takes the stock back into the mid-$100s despite the 52-week-high positioning.

Agrees with X sentimentAgrees with the constructive X read — the 29th consecutive dividend hike, the aristocrat status, and the Wide Moat Show CSL/BLK/OLLI peer-basket framing are all substantive; the 'paltry' honest caveat is the right counter-weight for income-focused investors.

What to watch: August 26 Q1 earnings: full-year EPS guide, Uncrustables growth trajectory, and Hostess integration completion — a soft organic-growth or Hostess integration issue takes the stock to the mid-$100s.

On the calendar: 2026-08-26 — Q1 2027 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment5 posts analyzed · as of 2026-07-24

J.M. Smucker raised its quarterly dividend by 1.8-2.0% to $1.12 per share — the 29th consecutive annual dividend increase and cementing dividend-aristocrat status. Posters frame the raise as paltry but continued execution. GoDaddy comparisons on a Wide Moat Show include SJM alongside CSL, BLK, and OLLI as durable long-only holdings, keeping the tone constructive for income-focused investors.

Read the AI verdict + X sentiment for $SJM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Consumer food company owning Jif, Folgers, Meow Mix, and Milk-Bone brands spanning pet food, coffee, and snacks segments.

Industry overviewAI analysisGenerated by AI from underlying data

Where Packaged Foods sits in its cycle right now — and what that implies for $SJM.

Packaged Foods · Consumer Defensive

No material change from last week — WEST's private-label coffee co-packing benefits from consumer switching from branded to value coffee, while DAR's food waste conversion to bio-based..

What this means for $SJM

Partial — Consumer food company owning Jif, Folgers, Meow Mix, and Milk-Bone brands spanning pet food, coffee, and snacks segments; partial earnings exposure to packaged foods demand dynamics through its product portfolio.

Industry benchmark

12-name peer basket
+16.1%YTD
-0.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-89.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
2.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
4.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
9.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-2.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
33.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 9, 2026$2.77$2.64+4.9%
Q4 2025Feb 26, 2026$2.38$2.27+4.8%
Q3 2025Nov 25, 2025$2.10$2.100.0%
Q2 2025Aug 27, 2025$1.90$1.93-1.6%
Next earningsWed, Aug 26·consensus EPS $2.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$2.3B+5.8%41.5%-23.9%$3.64$483.9M
Q3 FY26$2.3B+7.0%35.8%20.2%$-6.79$487.0M
Q2 FY26$2.3B+2.6%33.6%16.5%$2.26$280.2M
Q1 FY26$2.1B-0.6%22.5%2.2%$-0.41$-94.9M

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$9.0B$9.0B – $9.1B$9.02$8.95 – $9.1414
FY27$8.8B$8.7B – $9.2B$10.04$9.24 – $10.2012
FY28$8.8B$8.6B – $9.2B$10.78$9.76 – $11.1511
FY29$9.1B$9.1B – $9.2B$11.45$9.78 – $12.277
FY30$9.1B$8.6B – $9.5B$11.44$10.67 – $12.093

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.97%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 104.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 29Jill R PenroseChief People Officer5.0K sh$583KSellJun 26Jeannette L KnudsenChief Legal Officer4.4K sh$501KSellJun 24Tucker H MarshallCFO3.6K sh$403KSellJun 17Mark T SmuckerCEO13.0K sh$1.5MSellJun 11Jeannette L KnudsenChief Legal Officer5.5K sh$645KSellMar 10Mark T SmuckerCEO463 sh$50KBuyMar 2Tarang AminDirector880 sh$100K
+ 23 other (18 awards · 5 inkinds) in window

See when $SJM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsApr 163
AI summary

David V. Singer filed a Form 3 on April 16, 2026, reporting his initial statement of beneficial ownership as a new director of J.M. Smucker Co. (SJM), with an event date of April 15, 2026. The filing discloses no securities beneficially owned. This is a routine Section 16 initial ownership report required upon appointment to the Smucker board — administrative in nature, with no securities held.

3New insider — initial holdingsApr 163
AI summary

Bruce Chung filed a Form 3 on April 16, 2026, reporting his initial statement of beneficial ownership as a new director of J.M. Smucker Co. (SJM), with an event date of April 15, 2026. He holds 274.898 Deferred Stock Units (DSUs) convertible to common shares on a 1-for-1 basis upon termination of director service. This is a routine Section 16 initial ownership report for a newly appointed Smucker board director — administrative in nature.

3New insider — initial holdingsMar 113
8-KOfficer or director changeMar 38-K — Item 5.02: Officer or director change
8-KOfficer or director changeFeb 268-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
3New insider — initial holdingsFeb 173
8-KOfficer or director changeFeb 108-K — Item 5.02: Officer or director change · Item 8.01: Other event
+ 11 other (4 13Gs · 2 proxys · 2 earnings 8-Ks · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Smucker (SJM) is a Top Stock for the Long-Termzacks.com·2d agoWhy Smucker (SJM) is a Top Value Stock for the Long-Termzacks.com·3d ago4 Stocks That Recently Hiked Dividends Amid Geopolitical Tensionszacks.com·5d agoThe J.M. Smucker Raises Dividend, Reinforces Growth Strategyzacks.com·5d agoHere's Why Smucker (SJM) is a Strong Momentum Stockzacks.com·5d ago

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Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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