SJM The J. M. Smucker Company

neutral SHIFT track record → $95.74 -0.40 (-0.4%)
Get emailed when SJM changes direction
Mkt Cap $10B 52wk $88.25 - $119.39 2h ago
Insider selling: $4,646,894 sold by 9 insiders (30d)
Est. revisions: -0.3%
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net -1.2)

Factor Model

net -1.2 3.0 / 10
Est. Revisions
-0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Barclays cuts Smucker target to $103

Watch: Monitor upcoming Q4 2026 guidance for updates on cost pressures, margin trends, and dividend outlook amid structural consumer staples challenges.

Barclays cut J.M. Smucker's price target to $103 from $125 on April 14, citing rising input costs and dividend concerns while reaffirming Equal Weight. BTIG initiated coverage with a Buy rating and $120 target, highlighting coffee segment profit expansion and better positioning in U.S. trends. Stifel maintains Hold, reflecting mixed analyst sentiment amid cost pressures and competitive challenges for Smucker.

The downgrade signals cost inflation pressures and dividend sustainability concerns may limit Smucker's growth, despite some segment strengths, reflecting risk in maintaining margins amid competition and input price hikes.

Evidence

3h ago Barclays Cuts Smucker (SJM) Target to $103 on Cost Concerns; BTIG Starts With Buy at $120 yahoo-finance
1d ago Stifel main SJM: Hold → Hold
7d ago Barclays main SJM: Equal-Weight → Equal-Weight
7d ago BTIG init SJM: Buy
8d ago Insider buy by AMIN TARANG P (SJM): $99,801
8d ago Insider buy by AMIN TARANG P (SJM): $100,894
8d ago Insider buy by AMIN TARANG P (SJM): $100,511
32d ago TD Cowen Lowers Smucker (SJM) Target, Reflects Broader Food Sector Pressure yahoo-finance
6 older signals
35d ago The J.M. Smucker Company (SJM) Reports Q3 FY2026: Net Sales Up 7%, Adjusted EPS Down 9%
38d ago Bernstein Upgrades J.M. Smucker (SJM), Raises Target to $145 on Lower Coffee Prices
48d ago J M Smucker, Krispy Kreme, Shake Shack, Accenture And Other Big Stocks Moving Higher On Thursday
52d ago Giant snack company closes key distribution centers, lays of 100s
55d ago Nvidia earnings live: Nvidia stock pops as earnings beat, guidance stifles some AI concerns
57d ago TD Cowen Lifts PT on The J.M. Smucker Company (SJM) to $112 From $105 – Here’s Why
Fundamentals & Data ▾
The J. M. Smucker Company Consumer Defensive · Packaged Foods
Mkt Cap
$10B
Beta
0.26
Div Yield
458.00%
52w Range
$88.25 - $119.39
Short Interest
6.5M 7.15%
Days to Cover
3.2 +27%
Technicals downtrend
from 52w Hi
-0.4%
1w return
+3.8%
Insiders
selling 2B / 5S
Analysts
bullish 1 up / 0 down
EPS Estimate
$2.65 -0.3% 30d 0up / 2dn
Est. Dispersion
8% 15 analysts
Analyst Target
$119 $97 - $145
Options P/C
1.72
Insider Cluster
strong sell 1B / 4S
Financials
Revenue
$2.3B +7% YoY
FCF
$487M
Gross Margin
35%
Op Margin
18%
Momentum: decelerating
Recent Filings & Data
insider trade 32
net selling · $4,646,894 sold · $301,206 bought
9 insiders · 32 transactions (30d)
Recent transactions
PENROSE JILL R · award
MARSHALL TUCKER H · award
FERGUSON ROBERT D. · award
WILLIAMS KATHERINE MARIE · award
SMUCKER MARK TIMOTHY · sell · $50,391
AMIN TARANG P · buy · $99,801
SMUCKER MARK TIMOTHY · other
SMUCKER RICHARD K · other
SMUCKER MARK TIMOTHY · other
MARSHALL TUCKER H · sell · $1,204,220
SMUCKER MARK TIMOTHY · sell · $715,000
SMUCKER MARK TIMOTHY · award
KNUDSEN JEANNETTE L · award
PENROSE JILL R · award
BRASE JOHN P. · award
MARSHALL TUCKER H · award
AMIN TARANG P · buy · $100,894
BRASE JOHN P. · award
MARSHALL TUCKER H · award
PENROSE JILL R · sell · $594,902
KNUDSEN JEANNETTE L · sell · $298,485
MARSHALL TUCKER H · sell · $569,974
AMIN TARANG P · buy · $100,511
MARSHALL TUCKER H · sell · $112,322
SMUCKER MARK TIMOTHY · other
SMUCKER MARK TIMOTHY · sell · $1,101,600
SMUCKER MARK TIMOTHY · award
KNUDSEN JEANNETTE L · award
PENROSE JILL R · award
BRASE JOHN P. · award
MARSHALL TUCKER H · award
SMUCKER RICHARD K · award
analyst rating 3
BTIG init → Buy 7d ago
14 signals · latest 3h ago

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