$SJM

Bernstein SocGen raised its price target on J.M. Smucker (NYSE:SJM) to $160, citing strong performance in coffee brands and potential sale of underperforming business. The stock has gained 33% in six months. The company reported Q1 earnings of $3.24 per share, beating estimates, with revenue of $2.2 billion. Stifel raised its target to $132, while Bank of America noted inflation pressures on consumer staples.

JM Smucker (SJM) and Hormel Foods (HRL) both offer reliable grocery brands and dividends. Smucker raised its fiscal 2027 forecasts for net sales, EPS, and free cash flow, while Hormel lowered its organic sales growth forecast. Smucker's stock returned 15.0% over the past year, while Hormel's fell 14.8%. Smucker has a higher operating margin but more debt, while Hormel has financial flexibility and plans to acquire Brakebush Brothers.

PepsiCo (PEP) reported 7% revenue growth in Q2 2026, with net income rising to $3 billion. J.M. Smucker (SJM) saw 5% revenue growth in Q1, with profits boosted by tariff refunds. Clorox (CLX) faced challenges, with net sales down 2% in Q4. All three companies offer high dividend yields.

J M Smucker Co (SJM) director Chung acquired deferred stock units on October 1, 2026, according to an SEC filing. The transaction involved 1,466 units, increasing the total to 2,203.151 units. Chung also disposed of 226.391 common shares, leaving 737.151 shares.

J M Smucker Co (SJM) director Amin acquired 1,466 stock units on October 1, 2026, according to an SEC Form 4 filing. The transaction brings Amin's total beneficial ownership to 9,133.436 shares.

J.M. Smucker Co. director Jeannette L. Knudsen received a stock award of 1,466 units, according to an SEC Form 4 filing. The award is in the form of deferred stock units, with a transaction date of October 1, 2026. This information is relevant for investors tracking insider activity at the company.

SJM Holdings (HK:0880) shares dropped 6.1% to HK$1.30, an 18-year low. Macau gambling revenue fell 1.2% year-over-year in September. Other casino operators, including Wynn Macau (HK:1128) and Sands China (HK:1928), also declined.

J.M. Smucker (SJM) raised its dividend to $1.12 per share, while Campbell Soup (CPB) cut its dividend by 36%. Smucker reported Q1 adjusted EPS of $3.24, raising full-year guidance to $10.50-$11.00. Campbell's Q1 EPS fell to $2.17, with lowered guidance. Analysts favor Smucker, with 8 Strong Buys and a $141 target, versus 4 Strong Sells and a $21 target for Campbell's.

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.

J. M. Smucker (SJM) reported revenue and earnings per share above analyst expectations. The company filed an omnibus shelf registration for future debt and equity issuances. Analysts project revenue of $9.1B and earnings of $1.0B by 2029, with margin expansion driving growth. Risks include cost inflation, coffee volatility, and potential dilution from new securities.