J M SMUCKER Co
SJM- Exchange
- NYSE
- Industry
- Canned, Fruits, Veg, Preserves, Jams & Jellies
- SEC CIK
- 0000091419
In the last 90 days, J M SMUCKER Co insiders filed 0 open-market purchases and 3 sales; 893 institutions reported holding it in 13F filings for Q2 2026, worth $10.5B in total; Maverick Capital is the only superinvestor holding it.
Key figures
- Market capClose on Nov 10, 2026
- $14.3B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $13.9M in total
- 3
- 13F holdersQ2 2026, +76 vs. previous quarter
- 893
- 13F valueReported value at the end of Q2 2026
- $10.5B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2026
- $9.05B
- +3.7% year over year
- Net income, FY2026
- -$138.7M
- No comparable prior period
- Free cash flow, FY2026
- $1.16B
- +41.6% year over year
- Revenue, Q1 FY2027
- $2.22B
- +5.0% year over year
Revenue flow, FY2026
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2026: $138.7M (1.5% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 4.10M
- Shares sold short
- Change
- −156.2K
- −3.7% vs. previous
- Days to cover
- 3.78
- At average daily volume
Superinvestors holding SJM, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding J M SMUCKER Co on Form 13F. Percentages are the stock's share of each portfolio.
Latest insider trades
See all insider tradesOpen-market purchases and sales by J M SMUCKER Co insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Sep 2, 2026 (view filing)4:31 PM ET | Aug 31 | 2 days | Ferguson Robert DChief Product Supply Officer | SSale | −2.52K | $132.41 | −$333.9K | −6.5%36.3K after | |
| Sep 2, 2026 (view filing)4:30 PM ET | Aug 31 | 2 days | Smucker Mark TCEO, Chair of Board | SSale | −84.8K | $131.39 | −$11.1M | −45.6%101.4K after | |
| Aug 31, 2026 (view filing)4:48 PM ET | Aug 28 | 3 days | Marshall Tucker HChief Financial Officer | SSale | −18.5K | $132.05 | −$2.44M | −32.3%38.7K after | 2 lots |
| Jun 30, 2026 (view filing) | Jun 29 | 1 day | Penrose Jill RChief People Officer | SSale | −5.00K | $116.70 | −$583.5K | −24.0%15.8K after | |
| Jun 29, 2026 (view filing) | Jun 26 | 3 days | Knudsen Jeannette LChief Legal Officer | SSale | −4.35K | $115.08 | −$500.9K | −20.5%16.8K after | |
| Jun 25, 2026 (view filing) | Jun 24 | 1 day | Marshall Tucker HChief Financial Officer | SSale | −3.63K | $111.05 | −$403.1K | −8.6%38.7K after | |
| Jun 18, 2026 (view filing) | Jun 17 | 1 day | Smucker Mark TCEO, Chair of Board | SSale | −13.0K | $115.11 | −$1.50M | −13.7%82.0K after | |
| Jun 12, 2026 (view filing) | Jun 11 | 1 day | Knudsen Jeannette LChief Legal Officer | SSale | −5.55K | $116.29 | −$645.4K | −25.7%16.0K after | |
| Mar 11, 2026 (view filing) | Mar 10 | 1 day | Smucker Mark TCEO, Chair of Board | SSale | −462.66 | $108.91 | −$50.4K | −3.5%12.8K after | 2 lots |
| Mar 3, 2026 (view filing) | Mar 2 | 1 day | Amin TarangDirector | PPurchase | +880 | $113.41 | +$99.8K | +23.0%4.71K after |
Top 10 13F holders, Q2 2026
See all 893 holdersThe largest institutional positions in J M SMUCKER Co at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,389,936 | $831.4M | 0.01% | +663,072+9.9% | Added |
| Vanguard Capital Management LLC | 6,794,703 | $764.4M | 0.02% | +48,660+0.7% | Added |
| State Street Corp | 6,573,207 | $739.5M | 0.02% | +77,405+1.2% | Added |
| Vanguard Portfolio Management LLC | 4,933,209 | $555.0M | 0.03% | +55,545+1.1% | Added |
| Dimensional Fund Advisors LP | 4,591,379 | $516.6M | 0.09% | +670,661+17.1% | Added |
| Geode Capital Management, LLC | 2,908,832 | $326.7M | 0.02% | +67,728+2.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 2,793,916 | $314.3M | 0.92% | +603,840+27.6% | Added |
| Citadel Advisors LLC | 2,690,881 | $302.7M | 0.17% | +755,869+39.1% | Added |
| Invesco Ltd. | 2,354,915 | $264.9M | 0.02% | +30,901+1.3% | Added |
| Goldman Sachs Group Inc | 2,174,660 | $244.6M | 0.03% | +857,414+65.1% | Added |
Holders of 5% or more of SJM
See all 2 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of J M SMUCKER Co.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Vanguard Capital Management LLC | 13G | 7.19%7.68M shares | New | Apr 30, 20261 filing | Apr 30, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 5.90%6.25M shares | – | Oct 22, 20243 filings | Apr 27, 2026 | SEC |
Politician trades
All politician trades in SJM11 members of Congress reported 19 trades in J M SMUCKER Co since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jul 21, 2026 |  Alan Armstrong Senate · OK | Buy | $1K-$15K |
| May 11, 2026 |  Gary C. Peters Senate · MI | Buy | $1K-$15K |
| Nov 21, 2025 |  Lisa C. McClain House · MI | Sell | $1K-$15K |
| Nov 21, 2025 | Lisa C. McClain House · MI | Buy | $1K-$15K |
| Nov 21, 2025 | Lisa C. McClain House · MI | Sell | $1K-$15K |
Senate · OK · Jul 21, 2026
Buy$1K-$15K
Senate · MI · May 11, 2026
Buy$1K-$15K
House · MI · Nov 21, 2025
Sell$1K-$15K
House · MI · Nov 21, 2025
Buy$1K-$15K
House · MI · Nov 21, 2025
Sell$1K-$15K