SEC EDGARSEP 21 min read$SJM

SMUCKER MARK T sold $11.1M 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.

Original reporting

SEC EDGAR · SMUCKER MARK T

Published Sep 2, 2026, 8:30 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Sep 2, 2026, 9:07 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

AlphAI market briefInsider activity

Primary signal

$SJM

Bearish

high confidence

Mentioned

$SJM

Relevance

7/10

AlphAI data visualization · based on SEC EDGAR

Decision brief

The 30-second read

$SJMBearishLow

Why it matters

The transaction reduces insider ownership, which can be interpreted as a negative signal, possibly prompting short sellers.

Market read

First‑report insider sale of material size; traders may consider short positions or monitor price reaction.

What to watch

Potential tax planning or liquidity needs unrelated to company performance.

Relevance 7/10Novelty 8/10Timing: post‑market 2026‑08‑31

Background

Form 4 filings disclose insider transactions; a $11M sale by the CEO is a notable event.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$SJMBearishHigh confidence

Context

CEO Mark T. Smucker sold 84,821 shares for $11.1M, reducing his stake to 101,386 shares.

Expected impact

Possible short-term downside pressure.

Evidence & confidence

The sale size ($11M) is material for a mid‑cap company and is the first public disclosure via Form 4.

Market effects

Sector

Minimal impact on consumer staples sector; may prompt peers' investors to scrutinize insider activity.

Regional

U.S. market focus; no broader regional effect.

Global

Limited to investors tracking J M Smucker.

Counterpoint

What could challenge this read

Insider may be diversifying; sale does not necessarily reflect company outlook.

Key entities

Executive
Mark T. Smucker
CEO and Chair of the Board of J M Smucker.

Read at source ← All news

SEP 25

$SJMHigh

J.M. Smucker Slumps As Outlook Cut Rattles Investors

J.M. Smucker (SJM) shares fell after the company reduced its full-year sales and earnings forecast, citing a challenging consumer environment and lower volume expectations in coffee and pet food. Despite a better-than-expected first-quarter profit, management highlighted ongoing cost pressures and elevated leverage. The company's strong cash generation and Uncrustables franchise growth may provide some investor comfort.

tipranks.com2 min

SEP 17

$SJMLow

J.M. Smucker (SJM) Investors Weigh In As Folgers Functional Coffee Range Hits Market

J.M. Smucker (SJM) launched a new functional coffee line under its Folgers brand, targeting health-conscious consumers. The move aims to capitalize on growing demand for functional beverages. Investors are assessing whether this can shift SJM's revenue trajectory amid recent challenges. Analysts will monitor early sales data and earnings calls for insights on performance.

londoninsider.co.uk2 min

SEP 14

$SJMLow

Q1 Rundown: Hain Celestial (NASDAQ:HAIN) Vs Other Shelf-Stable Food Stocks

J.M. Smucker (SJM) reported Q1 revenue of $2.22B, up 5% YoY, beating estimates. BellRing Brands (BRBR) reported $570.4M, up 4.2%, but missed EBITDA estimates. Simply Good Foods (SMPL) reported $357M, down 6.3%, but beat EPS and EBITDA estimates. Kraft Heinz (KHC) reported $6.26B, down 1.4%, missing organic revenue and gross margin estimates. Stocks have declined since reporting.

finance.yahoo.com3 min

SEP 12

$HSYLow

Hershey, Smucker, Hormel and others announce executive leadership changes

Hershey (HSY) named Dave Hulays CFO, replacing Steve Voskuil. Smucker (SJM) elected Jeff Varcoe as SVP of science. Sodexo appointed Jérôme Lemouchoux as Greater China GM. Hormel (HRL) named Paul Kuehneman chief accounting officer. Protein2o, a private company, appointed Mark Rappaport CEO and secured growth investment.

vendingmarketwatch.com2 min

SEP 8

$SJMHighAI 8/10

The J.M. Smucker at barclays consumer conference: growth broadens

The J. M. Smucker Company (SJM) reported strong fiscal first-quarter results, with net sales up 5% and free cash flow at $337 million. Management raised full-year adjusted EPS guidance to $10.50-$11.00 and free cash flow outlook to $1.1 billion. Key brands like Uncrustables, Café Bustelo, Meow Mix, and Milk-Bone drove volume growth. The company expects coffee price deflation to pressure sales but improve margins long-term.

uk.investing.com2 min

SEP 4

$CPBHighAI 8/10

Cramer Says the Snack Business Is Bad. Mondelez and Smucker Did Not Get the Message.

Campbell Soup (CPB) cut its quarterly dividend to $0.25 per share, citing debt reduction goals. Q4 2026 saw adjusted EPS of $0.39 on $2.14B net sales, down 7.9% YoY. Jim Cramer criticized the results, noting declines in snacks and soup. Mondelez (MDLZ) reported Q2 2026 adjusted EPS of $0.73 on $9.36B revenue, up 4.1%, and raised guidance. J.M. Smucker (SJM) reported Q1 FY2027 adjusted EPS of $3.24 on $2.22B revenue and increased its dividend.

247wallst.com3 min