SJM — The J. M. Smucker Company

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About The J. M. Smucker Company

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. The company operates through four segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, and Sweet Baked Snacks. It offers coffee, sweet baked goods, pet snacks, frozen handheld products, peanut butter, cat and dog food, fruit and specialty spreads, cookies, frozen sandwiches and snacks, hot beverages, portion co… Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$102.98
Market Cap$10.87B
Float104.4M
Shares Outstanding106.6M
P/E (Forward)10.37
Price/Sales (TTM)1.22
vs. Analyst Target+12.5% to analyst PT
Profit Margin-14.07%
Operating Margin (TTM)18.78%
Revenue (TTM)$8.93B
Earnings Growth (YoY)-2.60%
Dividend Rate4.4%
Analyst Target Price$115.82 (20 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $7.80B $780M $3.00B $1.66B
2021 $8.00B $876M $3.14B $1.80B
2022 $8.00B $632M $2.70B $1.46B
2023 $8.53B -$91.3M $2.80B $574M
2024 $8.18B $744M $3.12B $1.69B
2025 $8.73B -$1.23B $3.38B -$156M

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Apr 2025 $2.14B -$729M
Jul 2025 $2.11B -$43.9M
Oct 2025 $2.33B $241M
Jan 2026 $2.34B -$724M

Ownership & Float

Insider Ownership2.2%
Institutional Ownership92.8%
Short Float4.9%
% of All Funds Holding9.30%
Number of Funds Holding764

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$97.63Near-term / short-term trend
Weekly40-Week SMA$103.62Medium-term trend
Weekly80-Week SMA$106.58Cyclical trend (business cycle)
Weekly200-Week SMA$122.36Secular trend (multi-year)
Monthly10-Month SMA$104.29Near-term monthly trend
Monthly20-Month SMA$107.73Medium-term monthly trend
Monthly40-Month SMA$118.60Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$115.00 resistance 1.05x 1 months ago
$125.00 resistance 1.07x 24 months ago

Historical Earnings Reactions (120 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.08% 0.00% 43.33% 2.95% -3.21%
1 Day 0.21% 0.20% 52.50% 5.33% -5.48%
1 Week 0.59% 0.75% 55.83% 15.44% -10.70%
2 Weeks 0.84% 1.21% 56.67% 18.12% -12.69%
1 Month 1.14% 1.36% 56.67% 28.86% -16.86%

Next earnings: June 9, 2026 (11 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.4%50.0%32
Feb0.6%50.0%32
Mar1.7%68.8%32
Apr-0.4%43.8%32
May-0.1%48.4%31
Jun0.9%51.6%31
Jul1.5%67.7%31
Aug0.3%51.6%31
Sep-0.3%41.9%31
Oct0.3%48.4%31
Nov1.6%59.4%32
Dec1.2%56.3%32

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.03% 49.3% 1492
Tuesday 0.06% 49.7% 1632
Wednesday -0.03% 46.1% 1630
Thursday 0.03% 48.2% 1597
Friday 0.12% 50.4% 1592

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 92.8%

Insider Transactions — Smart Summary

Total insider ownership: 2.2%

12-Month Insider Activity Summary

Total Filings5
Net Value-$2.0M
Net Shares Change-16,171
% of Float-0.0%
C-Suite Filings3
Clusters Detected0

Key Insiders

NameTitleNet ValueFilingsActivity
Marshall Tucker H Chief Financial Officer -$1.2M 1 1 sell
SMUCKER MARK T CEO, Chair of Board -$765,390.614 2 2 sell
AMIN TARANG +$200,695.3 2 2 buy

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-03-03 AMIN TARANG +$99,800.8 Transaction at $113.41, now -9.2%
2026-03-11 SMUCKER MARK T CEO, Chair of Board -$50,390.614 Transaction at $108.92, now -5.4%
2025-06-12 AMIN TARANG +$100,894.5 Transaction at $96.09, now +7.2%
2025-10-01 Marshall Tucker H Chief Financial Officer -$1.2M Transaction at $108.11, now -4.7%
2025-09-25 SMUCKER MARK T CEO, Chair of Board -$715,000 Transaction at $110.00, now -6.4%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for The J. M. Smucker Company (SJM) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for SJM on Trend Edge →