J.M. Smucker (SJM)

• Market cap: $11.2B
• 1 day: -0.06%
• 5 days: -3.72%
• 1 month: -5.69%
• 3 months: 9.56%
• 6 months: -5.18%
• Year to date: -5.6%
• 1 year: -12.74%
• 5 years: -3.89%
• 10 years: -9.81%
• Sector: Consumer Staples
• Industry: Packaged Foods

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: 8,000

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

47% more call options, than puts

Call options by funds: $173M | Put options by funds: $118M

11% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 257

1.63% more ownership

Funds ownership: 85.49% [Q1] → 87.11% (+1.63%) [Q2]

5% less funds holding

Funds holding: 820 [Q1] → 778 (-42) [Q2]

15% less capital invested

Capital invested by funds: $10.8B [Q1] → $9.11B (-$1.66B) [Q2]

17% less funds holding in top 10

Funds holding in top 10: 6 [Q1] → 5 (-1) [Q2]

22% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 119

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $105
• Avg. target: $118
• High target: $130

9 analyst ratings

• positive: 5 56%
• neutral: 4 44%
• negative: 0 0%

Barclays Andrew Lazar	$105	Equal-Weight Maintained	29 Aug 2025
JP Morgan Thomas Palmer	$126	Overweight Maintained	28 Aug 2025
DA Davidson Brian Holland	$112	Neutral Maintained	28 Aug 2025
B of A Securities Peter Galbo	$118	Neutral Maintained	28 Aug 2025
UBS Peter Grom	$121	Buy Maintained	28 Aug 2025