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NYSE · Consumer Staples

J M SMUCKER Co (SJM)

As-reported financials and SEC filings for J M SMUCKER Co. The latest annual period is FY2026. The latest reported quarter is Q1 FY2027. 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%
net income / fiscal-year-end equity
P/E
trailing when available, otherwise FY EPS
Market cap
$13.17B
Long-term debt / equity
1.15×
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended April 30, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and 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 Q1 FY2027: revenue $2.2B, up 5.0% from Q1 FY2026.
  • 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%
46th percentile of 100
Net margin-1.5%
27th percentile of 105
FCF margin12.8%
85th percentile of 99
Revenue growth (YoY)+3.7%
55th percentile of 110
ROE-2.5%
30th percentile of 99
Long-term debt / equity1.15×
73rd percentile of 74
Short interest4.31d
57th 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 reported insider purchases (code P) in the last 90 days; 8 insider sales totaling $16.9M. For context, about 14% of companies in the universe saw any reported insider purchase (code P) 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 5 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
3
+5 quant / multi-strat
Initiated / added
3
0 new, 3 added
Reduced / exited
6
5 trimmed, 1 exited
Combined position
$737.5M
reported long value
InvestorAs ofPosition valueSharesChange
Citadel AdvisorsquantQ2 2026$302.7M2.7MAdded
AQR Capital ManagementquantQ2 2026$208.1M1.8MAdded
Two Sigma InvestmentsquantQ2 2026$108.1M960.8KReduced
Point72 Asset ManagementquantQ2 2026$77.6M689.7KReduced
Gotham Asset ManagementQ2 2026$13.3M118.6KReduced
Millennium ManagementquantQ2 2026$12.6M112.3KReduced
Bridgewater AssociatesQ2 2026$11.9M105.9KAdded
Maverick CapitalQ2 2026$3.1M27.7KReduced

No longer held by: D. E. Shaw (as of Q2 2026)

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
code P
Bought (90d)
code P value
Sells (90d)
8
$16.9M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-31
filed 2026-09-02
SMUCKER MARK TCEO, Chair of BoardSell84.8K$131.39$11.1M
2026-08-31
filed 2026-09-02
Ferguson Robert DChief Product Supply OfficerSell2.5K$132.41$334K
2026-08-28
filed 2026-08-31
Marshall Tucker HChief Financial OfficerSell11.1K$131.91$1.5M
2026-08-28
filed 2026-08-31
Marshall Tucker HChief Financial OfficerSell7.4K$132.26$977K
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
4.3M
settled 2026-08-14
Change vs prior
-24.2%
vs previous settlement
Days to cover
4.31
at avg daily volume
Avg daily volume
991.6K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-144.3M-24.2%4.31
2026-07-315.6M+1.0%3.56
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

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 details: where the numbers come from.

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 details: where the numbers come from.

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 details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2027$2.22B5.0%$324.3M$3.03
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

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

Company facts

ExchangeNYSE
SectorConsumer Staples
SIC industryCanned, Fruits, Veg, Preserves, Jams & Jellies
Latest annual periodFY2026 (ended April 30, 2026)
Latest reported quarterQ1 FY2027 (ended July 31, 2026)
Oldest indexed filing2015
SEC CIK91419

Selected SEC filings

10-K2026-06-09
View on EDGAR →
10-Q2026-08-26
View on EDGAR →
10-Q2026-02-26
View on EDGAR →
10-Q2025-11-25
View on EDGAR →
8-K2026-08-26
View on EDGAR →
8-K2026-08-17
View on EDGAR →
8-K2026-06-09
View on EDGAR →
8-K2026-03-03
View on EDGAR →

Largest Consumer Staples peers

All Consumer Staples companies →

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