Ferguson Robert D sold $334K of SJM

SMUCKER MARK T (CEO, Chair of Board) sold 84,821 shares of J M SMUCKER Co (SJM) at $131.39 ($11.14M total) on 2026-08-31.

J. M. Smucker (SJM) reported a 5% sales increase to $2.22B in Q1, driven by pricing. Adjusted EPS rose 71% to $3.24, including a $0.84 benefit from tariff refunds. Volume/mix growth was modest, with coffee sales up 13% but mostly due to pricing. The company raised its full-year free cash flow guidance to $1.1B. Hostess sales declined 7%, and full-year sales are expected to fall 1-2%.

J. M. Smucker reported Q1 2027 earnings with an $0.84 per share benefit from tariff refunds, partially reinvested in brand support. Coffee volume growth remained resilient despite pricing, while Uncrustables' growth outlook was raised to high single digits. Dog snacks saw a 5% net sales increase. Management accelerated debt repayment and may consider share buybacks. Full-year guidance assumes mid-single-digit cost inflation, with Sweet Baked Snacks expected to decline low single digits. Capital

J.M. Smucker (SJM) shares rose 3% premarket after Q1 earnings of $3.24 per share and revenue of $2.2 billion beat estimates. The company raised its fiscal 2027 earnings guidance to $10.50-$11.00 per share. Higher coffee prices and Uncrustables sales drove growth, while sweet baked goods and peanut butter sales declined.

J. M. Smucker (SJM) stock rose 1% post-earnings, near recent highs. Q1 2027 revenue was US$2.22b, up 5% YoY, with net income of US$324.3m, returning to profitability. EPS was US$3.04, up from a loss of US$0.41. The P/E ratio is 61x, with mixed views on growth and valuation.

J.M. Smucker (SJM) reported Q2 CY2026 revenue of $2.22B, up 5% YoY, and non-GAAP EPS of $3.24, 46.2% above estimates. Management cited strong performance in Uncrustables and dog snacks, as well as cost management. Full-year earnings guidance was raised, with continued investment in high-growth brands and operational efficiency.