AlphAIAlphAI — Financial news for AI agents
SEC EDGAR$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 DeskScoring methodologyReport 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
01

Why it matters

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

02

Market read

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

03

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

$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

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

SJM insider trading history →

Related articles

$CAGMed

These 5 Grocery Aisle Giants Are Splitting Into Dividend Winners and Losers

Conagra (CAG) and Campbell (CPB) cut dividends, while J.M. Smucker (SJM) and Hormel (HRL) raised theirs. Kraft Heinz (KHC) kept its dividend unchanged. Conagra's new dividend is $0.175, down from $0.35, citing debt reduction. Campbell's cut its dividend by 36% to $0.25. Smucker's dividend rose to $1.12, backed by strong cash flow. Hormel increased its dividend to $0.2925, maintaining a streak of annual raises. Kraft Heinz's dividend remains at $0.40, with solid coverage but stagnant sales.

247wallst.com
$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.com
$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.uk
$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.com