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NYSE · Consumer Staples

J M SMUCKER Co (SJM)

As-reported financials and recent SEC filings for J M SMUCKER Co, latest fiscal period FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About J M SMUCKER Co

J M Smucker Co manufactures and markets branded food and beverage products primarily in the United States, with some sales in Canada and other countries. Its main products include coffee, frozen handheld foods, sweet baked goods, pet foods, peanut butter, fruit spreads, and baking ingredients. The company sells its products through various retail channels such as grocery stores, club stores, online retailers, and foodservice distributors.

Snapshot

Revenue
$9.05B
Revenue growth (YoY)
3.7%
Net income
$-138.7M
Diluted EPS
$-1.30
Gross margin
33.5%
Operating margin
4.0%
Net margin
-1.5%
FCF margin
12.8%
ROE
-2.5%
P/E (TTM)
Market cap
$12.37B
Debt / equity
1.2×

Fundamentals are from SEC filings. P/E and market cap are derived from recent market prices, refreshed on a rolling basis (typically within the past week).

What changed at J M SMUCKER

  • Revenue grew 3.7% to $9.1B in FY2026, slower than the 6.7% the year before.
  • Operating margin is 4.0% in FY2026, -8.8 pp against 12.8% in FY2022.
  • Most recent quarter Q4 FY2026: revenue $2.3B, up 5.8% from Q4 FY2025.
  • Free cash flow was $1.2B in FY2026, 12.8% of revenue.
  • Net loss narrowed to $139M in FY2026, from $1.2B in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where J M SMUCKER’s fundamentals sit among the 113 Consumer Staples companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin33.5%
54th percentile of 97
Operating margin4.0%
47th percentile of 100
Net margin-1.5%
28th percentile of 105
FCF margin12.8%
85th percentile of 99
Revenue growth (YoY)+3.7%
58th percentile of 110
ROE-2.5%
30th percentile of 98
Debt / equity1.15×
72nd percentile of 72
Short interest3.55d
41st percentile of 111

J M SMUCKER’s FCF margin of 12.8% ranks in the 85th percentile of the 99 Consumer Staples companies reporting it.

No open-market insider buys in the last 90 days; 5 insider sales totaling $3.6M. For context, about 16% of companies in the universe saw any open-market insider buying in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 3 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F (latest Q1 2026).

Conviction investors
3
+6 quant / multi-strat
Initiated / added
5
0 new, 5 added
Reduced / exited
4
4 trimmed, 0 exited
Combined position
$703.6M
reported long value
InvestorAs ofPosition valueSharesChange
Point72 Asset ManagementquantQ1 2026$191.0M2.0MAdded
Citadel AdvisorsquantQ1 2026$186.6M1.9MReduced
Two Sigma InvestmentsquantQ1 2026$158.8M1.6MAdded
AQR Capital ManagementquantQ1 2026$71.5M753.0KAdded
D. E. ShawquantQ1 2026$40.2M417.3KReduced
Millennium ManagementquantQ1 2026$28.1M291.7KReduced
Gotham Asset ManagementQ1 2026$14.6M151.5KAdded
Bridgewater AssociatesQ1 2026$9.8M102.1KReduced
Maverick CapitalQ1 2026$2.9M29.9KAdded

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
open-market
Bought (90d)
open-market value
Sells (90d)
5
$3.6M
Signal
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-06-29
filed 2026-06-30
Penrose Jill RChief People OfficerSell5.0K$116.69$583K
2026-06-26
filed 2026-06-29
Knudsen Jeannette LChief Legal OfficerSell4.4K$115.08$501K
2026-06-24
filed 2026-06-25
Marshall Tucker HChief Financial OfficerSell3.6K$111.05$403K
2026-06-17
filed 2026-06-18
SMUCKER MARK TCEO, Chair of BoardSell13.0K$115.11$1.5M
2026-06-11
filed 2026-06-12
Knudsen Jeannette LChief Legal OfficerSell5.5K$116.29$645K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
5.6M
settled 2026-07-15
Change vs prior
-0.8%
vs previous settlement
Days to cover
3.55
at avg daily volume
Avg daily volume
1.6M
FINRA reported
SettlementShares shortChangeDays to cover
2026-07-155.6M-0.8%3.55
2026-06-305.6M+7.5%3.78
2026-06-155.2M+3.4%2.53
2026-05-295.1M+1.1%3.12
2026-05-155.0M-1.9%2.57
2026-04-305.1M+0.7%2.67
2026-04-155.1M-22.3%2.65
2026-03-316.5M+13.5%3.24

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$9.05B$8.73B$8.18B$8.53B$8.00B
Gross profit$3.03B$3.38B$3.12B$2.80B$2.70B
Operating income$360.2M$-673.9M$1.31B$157.5M$1.02B
Net income$-138.7M$-1.23B$744.0M$-91.3M$631.7M
Diluted EPS$-1.30$-11.57$7.13$-0.86$5.83

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full methodology.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full methodology.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$1.47B$1.21B$1.23B$1.19B$1.14B
Capital expenditure$317.4M$393.8M$586.5M$477.4M$417.5M
Free cash flow$1.16B$816.6M$642.9M$717.0M$718.8M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full methodology.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q4 FY2026$2.27B5.8%$388.1M$3.64
Q3 FY2026$2.34B7.0%$-724.2M$-6.79
Q2 FY2026$2.33B2.6%$241.3M$2.26
Q1 FY2026$2.11B-0.6%$-43.9M$-0.41
Q4 FY2025$2.14B-2.8%$-729.0M$-6.85
Q3 FY2025$2.19B-1.9%$-662.3M$-6.22
Q2 FY2025$2.27B17.2%$-24.5M$-0.23
Q1 FY2025$2.13B17.7%$185.0M$1.74

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorConsumer Staples
SIC industryCanned, Fruits, Veg, Preserves, Jams & Jellies
Fiscal year endApril 30
Latest fiscal periodFY2026
SEC filings since2015
SEC CIK91419

Recent SEC filings

10-K2026-06-09
View on EDGAR →
10-Q2026-02-26
View on EDGAR →
10-Q2025-11-25
View on EDGAR →
8-K2026-06-09
View on EDGAR →
8-K2026-03-03
View on EDGAR →
8-K2026-02-26
View on EDGAR →
8-K2026-02-26
View on EDGAR →

Largest Consumer Staples peers

All Consumer Staples companies →

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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.