The J. M. Smucker Company (SJM)

Consumer · NYQ

$115.94-2.50% today

Price as at 1 Oct 2026, 19:31 UTC. Quotes are delayed.

Fundamentals

Market cap$11.65B
Dividend yield4.04%
Revenue growth (YoY)+5.8%
Profit margin-1.5%
Return on equity-2.4%
52-week range$88.25 to $135.89

Valuation and ratings

Fair value estimate$51.98
Upside to fair value-55.2%
Analyst target (mean)$122.31
Analyst range$98.00 to $135.00
Analysts with price targets16
Consensus viewbuy
Moat score30/100
Overall rating20/100, very low quality

Fair value: $51.98 (-55.2%), see how we got there

The J. M. Smucker Company trades at $115.94, which is 55% above the $51.98 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.

Our moat model scores it 30 out of 100, which is little in the way of a moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

SJM dividend history

Dividend yield4.04%
Paid, trailing 12 months$4.42 per share
Most recent payment$1.12, ex 14 Aug 2026
5-year growth (p.a.)+4.1%
Consecutive years of growth16
Consecutive years paid26

Dividends per share by year

YearTotal per sharePayments
2026 (year to date)$3.323
2025$4.364
2024$4.284
2023$4.164
2022$4.024
2021$3.784
2020$3.564
2019$3.464
2018$3.264
2017$3.064
2016$2.844

Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.

SJM earnings and analyst estimates

EPS estimate, next year$8.75
Expected EPS growth+4.2%
Expected revenue growth+0.6%

Recommendation mix, 19 published ratings

10 buy9 hold0 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About The J. M. Smucker Company

The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. The company operates through five segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home. 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 control products, toppings and syrups, baking mixes and ingredients, and flour. The company provides its products under the Folgers, Café Bustelo, Dunkin', Jif, Smucker's, Uncrustables, Meow Mix, Milk-Bone, Pup-Peroni, Canine Carry Outs, Hostess, and 1850 brand names. It sells its products through direct sales and brokers to food retailers, club stores, discount and dollar stores, online retailers, pet specialty stores, distributors, drug stores, military commissaries, mass merchandisers, supermarket chains, national mass retailers, convenience stores, vending channels, and foodservice distributors and operators. The J. M. Smucker Company was founded in 1897 and is headquartered in Orrville, Ohio.

Industry: Packaged FoodsHQ: United States

Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.

SJM passes 3 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Super investor ownership

13 of the funds we track reported a position in their latest SEC 13F filing. Largest first:

A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.

Politician trades in SJM

We hold 8 disclosed trades in SJM by members of Congress and executive-branch officials. The latest 5:

  • Alan Armstrong · SenateBuy · $1,001 - $15,000 · traded 27 Mar 2026 · disclosed 21 Jul 2026
  • David J. Taylor · HouseSell · $1,001 - $15,000 · traded 20 Feb 2025 · disclosed 3 Apr 2025
  • David J. Taylor · HouseBuy · $1,001 - $15,000 · traded 10 Feb 2025 · disclosed 3 Apr 2025
  • Gilbert Cisneros · HouseSell · $1,001 - $15,000 · traded 24 Jan 2025 · disclosed 11 Feb 2025
  • Dean Phillips · HouseBuy · $1,001 - $15,000 · traded 28 Feb 2020 · disclosed 12 Mar 2020

A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.

SJM peers

The largest companies in the same industry (Packaged Foods), then in the same sector.

Every consumer company we cover is on the Consumer hub.

Common questions

Is The J. M. Smucker Company (SJM) undervalued?

Against our fair value estimate of $51.98, SJM at $115.94 is 55% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.

Which funds own SJM?

13 of the institutions we track reported a position in SJM in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.

Does The J. M. Smucker Company (SJM) pay a dividend?

Yes. The J. M. Smucker Company yields 4.04% at the current share price. It has paid $4.42 per share over the trailing twelve months. It has paid a dividend in each of the last 26 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.

Where does SteadyShares get its SJM data?

Fundamentals for SJM come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 19:31 UTC and is delayed. Our data quality score for this company is 88/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.

The full research page for SJM, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.