J.M. Smucker
About: J.M. Smucker is a packaged food company that primarily sells through the US retail channel (73% of fiscal 2025 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of sweet baked snacks (through the Hostess acquisition) and international (primarily Canada). Retail coffee is its largest category (32% of sales) with brands Folgers and Dunkin'. Pet foods (19% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 22% comes from frozen handhelds and spreads, through brands Jif, Smucker's, and Uncrustables. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.
Employees: 9,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 6 (+4) [Q1 2025]
41% more call options, than puts
Call options by funds: $139M | Put options by funds: $98.7M
12% more capital invested
Capital invested by funds: $9.63B [Q4 2024] → $10.7B (+$1.11B) [Q1 2025]
3.01% more ownership
Funds ownership: 82.2% [Q4 2024] → 85.21% (+3.01%) [Q1 2025]
0% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 100
2% less funds holding
Funds holding: 826 [Q4 2024] → 811 (-15) [Q1 2025]
10% less repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 292
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Stifel Matthew Smith | 11%upside $106 | Hold Maintained | 11 Jun 2025 |
Citigroup Thomas Palmer | 23%upside $118 | Buy Maintained | 11 Jun 2025 |
Barclays Andrew Lazar | 10%upside $105 | Equal-Weight Maintained | 11 Jun 2025 |
Morgan Stanley Megan Alexander | 20%upside $115 | Overweight Maintained | 11 Jun 2025 |
B of A Securities Peter Galbo | 10%upside $105 | Neutral Maintained | 11 Jun 2025 |
Financial journalist opinion
Based on 34 articles about SJM published over the past 30 days









