J M SMUCKER Co
The J. M. Smucker Company, commonly known as Smucker’s, manufactures and markets branded food and beverage products worldwide, with most sales in the United States. Its five reportable segments are U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home. Principal products include coffee, frozen handheld products, sweet baked goods, pet snacks, cat food, peanut butter, fruit spreads, toppings and syrups, and baking mixes and ingredients. Brands include Folgers, Café Bustelo, Jif, Smucker’s, Uncrustables, Meow Mix, Milk-Bone, and Hostess. Smucker’s sells retail products through food retailers, online retailers, club and discount stores, pet specialty stores, and other channels. Sweet Baked Snacks products are distributed through domestic and international channels, while Away From Home products are sold through foodservice distributors and operators, including restaurants, healthcare operators, schools, offices, and lodging establishments. The company is headquartered in Orrville, Ohio.
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See all $SJM insider activity →General Mills (GIS) and other packaged-food stocks rose 3-6% after Kraft Heinz (KHC) CEO said price hikes are likely in 2027. Kraft Heinz raised its 2026 sales outlook and expects inflation above 5% next year. Conagra (CAG) reported higher prices but lower volume in its latest quarter. General Mills trades at 11x forward earnings, below its 5-year average.
The J.M. Smucker Co. (NYSE: SJM) will report its second quarter fiscal 2027 earnings on November 24, 2026. A press release and pre-recorded management remarks will be available at 7:00 a.m. EST, followed by a live Q&A session at 9:00 a.m. EST. The company leads in various food and pet food categories, including Folgers, Jif, and Milk-Bone.
General Mills (GIS) yields 6.94%, with a $0.61 quarterly dividend. Its stock is down 21.53% YTD, and earnings cover the payout, but leverage is high. Kraft Heinz (KHC) yields 6.38%, with a $0.40 quarterly dividend, and has solid cash coverage. J.M. Smucker (SJM) yields 3.31%, with a rising dividend and lower debt. All three face risks, including margin pressure and market conditions.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning SJM (J M SMUCKER Co). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent SJM coverage spans earnings, corporate actions and financial news.
Modest upside from sector‑wide pricing sentiment.
This is a scheduled earnings setup, so traders will position for the Nov. 24 print and guidance signals rather than react to new fundamentals today.
Improving earnings and dividend growth support a bullish view.
Dividend announcement may cause modest price pressure on ex‑dividend date.
Dividend increase and upgraded guidance support upside for SJM as income stability improves.
AlphAI scores every news story that mentions SJM with an AI model for sentiment and relevance, and aggregates insider trades from J M SMUCKER Co's SEC EDGAR Form 4 filings. Figures refresh continuously.
General Mills (GIS) and other packaged-food stocks rose 3-6% after Kraft Heinz (KHC) CEO said price hikes are likely in 2027. Kraft Heinz raised its 2026 sales outlook and expects inflation above 5% next year. Conagra (CAG) reported higher prices but lower volume in its latest quarter. General Mills trades at 11x forward earnings, below its 5-year average.
The J.M. Smucker Co. (NYSE: SJM) will report its second quarter fiscal 2027 earnings on November 24, 2026. A press release and pre-recorded management remarks will be available at 7:00 a.m. EST, followed by a live Q&A session at 9:00 a.m. EST. The company leads in various food and pet food categories, including Folgers, Jif, and Milk-Bone.
General Mills (GIS) yields 6.94%, with a $0.61 quarterly dividend. Its stock is down 21.53% YTD, and earnings cover the payout, but leverage is high. Kraft Heinz (KHC) yields 6.38%, with a $0.40 quarterly dividend, and has solid cash coverage. J.M. Smucker (SJM) yields 3.31%, with a rising dividend and lower debt. All three face risks, including margin pressure and market conditions.
J. M. Smucker (SJM) declared a $1.12 per share quarterly dividend, matching its previous payout. The forward yield is 3.36%. The dividend is payable on December 1 to shareholders of record on November 13, with an ex-dividend date of November 13.
Campbell Soup (CPB) cut its dividend 36% to $0.25 per share to reduce debt, while J.M. Smucker (SJM) raised its payout to $1.12 and improved its fiscal 2027 outlook. Campbell's yield is 5.1% vs. Smucker's 3.5%. Smucker has better dividend coverage and cash flow, while Campbell's faces higher debt and declining earnings.
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.
General Mills (GIS) offers a 7.7% dividend yield, but expects to maintain its current rate while reducing debt. It paid 85% of its free cash flow as dividends recently. J.M. Smucker (SJM) yields 3.9%, raised its dividend for the 25th consecutive year, and has lower payout ratios. GIS's sales are flat, while SJM's grew 5% in Q1 2027.
Tyson Foods (TSN) and JM Smucker (SJM) have diverging outlooks. Smucker raised its fiscal 2027 EPS forecast to $10.75 and increased free cash flow guidance, while Tyson lowered its beef segment loss forecast to $575M and cut revenue expectations. Smucker has higher margins, faster sales growth, and more debt but stronger cash flow. Tyson trades at a lower P/E but has less debt relative to market value.
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.
