The J. M. Smucker Company $SJM Shares Bought by Inceptionr LLC

Inceptionr LLC raised its stake in The J. M. Smucker Company (NYSE:SJM) by 81.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 17,578 shares of the company’s stock after acquiring an additional 7,893 shares during the period. J. M. Smucker accounts for approximately 0.5% of Inceptionr LLC’s portfolio, making the stock its 16th largest position. Inceptionr LLC’s holdings in J. M. Smucker were worth $1,719,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in the business. Harbour Investments Inc. boosted its stake in shares of J. M. Smucker by 2.1% during the fourth quarter. Harbour Investments Inc. now owns 4,652 shares of the company’s stock worth $455,000 after buying an additional 97 shares during the period. Delta Asset Management LLC TN boosted its stake in shares of J. M. Smucker by 7.8% during the fourth quarter. Delta Asset Management LLC TN now owns 1,378 shares of the company’s stock worth $135,000 after buying an additional 100 shares during the period. New Mexico Educational Retirement Board boosted its stake in shares of J. M. Smucker by 2.1% during the fourth quarter. New Mexico Educational Retirement Board now owns 4,922 shares of the company’s stock worth $481,000 after buying an additional 100 shares during the period. Wesbanco Bank Inc. boosted its stake in shares of J. M. Smucker by 2.9% during the third quarter. Wesbanco Bank Inc. now owns 3,615 shares of the company’s stock worth $393,000 after buying an additional 102 shares during the period. Finally, Wedbush Securities Inc. boosted its stake in shares of J. M. Smucker by 1.2% during the third quarter. Wedbush Securities Inc. now owns 8,861 shares of the company’s stock worth $962,000 after buying an additional 106 shares during the period. Institutional investors and hedge funds own 81.66% of the company’s stock.

J. M. Smucker Trading Up 4.0%

NYSE SJM opened at $116.86 on Thursday. The stock has a market capitalization of $12.46 billion, a P/E ratio of -89.89, a P/E/G ratio of 7.43 and a beta of 0.27. The J. M. Smucker Company has a 52-week low of $88.25 and a 52-week high of $119.39. The firm has a 50-day moving average price of $98.81 and a 200 day moving average price of $101.83. The company has a quick ratio of 0.35, a current ratio of 0.78 and a debt-to-equity ratio of 1.15.

J. M. Smucker (NYSE:SJM) last posted its quarterly earnings results on Tuesday, June 9th. The company reported $2.77 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.64 by $0.13. The firm had revenue of $2.27 billion during the quarter, compared to analysts’ expectations of $2.26 billion. J. M. Smucker had a negative net margin of 1.53% and a positive return on equity of 17.18%. The firm’s revenue for the quarter was up 5.8% on a year-over-year basis. During the same period in the prior year, the company posted $2.31 earnings per share. J. M. Smucker has set its FY 2027 guidance at 9.750-10.250 EPS. Equities research analysts expect that The J. M. Smucker Company will post 9.91 EPS for the current year.

J. M. Smucker Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, June 1st. Investors of record on Friday, May 15th were issued a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a yield of 3.8%. The ex-dividend date of this dividend was Friday, May 15th. J. M. Smucker’s dividend payout ratio is currently -37.32%.

Analyst Ratings Changes

SJM has been the subject of several recent research reports. JPMorgan Chase & Co. increased their target price on shares of J. M. Smucker from $120.00 to $125.00 and gave the stock an “overweight” rating in a research note on Wednesday. Weiss Ratings reiterated a “sell (d)” rating on shares of J. M. Smucker in a research note on Monday, April 20th. Royal Bank Of Canada increased their target price on shares of J. M. Smucker from $130.00 to $135.00 and gave the stock an “outperform” rating in a research note on Wednesday. Evercore initiated coverage on shares of J. M. Smucker in a research note on Friday, May 15th. They set an “outperform” rating and a $117.00 target price for the company. Finally, Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $95.00 target price on shares of J. M. Smucker in a research note on Wednesday, May 20th. Ten research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, J. M. Smucker presently has a consensus rating of “Hold” and a consensus price target of $119.07.

J. M. Smucker News Summary

Here are the key news stories impacting J. M. Smucker this week:

• Positive Sentiment: Smucker reported fiscal Q4 EPS of $2.77, topping estimates, with revenue of $2.27 billion also edging past expectations. Investors responded well to the beat, especially as pricing discipline and coffee segment strength helped drive profits. Smucker Q4 earnings beat and stock reaction
• Positive Sentiment: Several analysts turned more constructive after the report, including JPMorgan and Wells Fargo, which raised price targets and maintained overweight ratings. That suggests Wall Street sees additional upside if Smucker’s turnaround continues. Analyst price target increases after earnings
• Positive Sentiment: Optimistic commentary focused on free cash flow, dividend support, and improving profitability from coffee relief, Uncrustables growth, and Hostess integration, which can help the stock if margins hold up. Bullish view on Smucker’s recovery
• Neutral Sentiment: Management’s FY2027 guidance was mixed: adjusted EPS was guided to $9.75-$10.25, but revenue was projected at $8.7 billion-$8.8 billion, below consensus. That supports the stock but also limits enthusiasm.
• Negative Sentiment: Smucker also signaled net sales could fall 3%-4% in FY2027 and free cash flow may drop by about $200 million, raising concerns that the current rebound may not translate into sustained growth. Lower sales outlook
• Negative Sentiment: Some recent coverage also highlighted weaker underlying brand momentum and a new stakeholder/activism risk disclosure, which could pressure the valuation if investors grow cautious about the turnaround story. Stakeholder sentiment and activism risk

About J. M. Smucker

The J. M. Smucker Company is a diversified food and beverage manufacturer and marketer known for a portfolio of well-established consumer brands. The company’s main business activities include the production and distribution of fruit spreads, peanut butter, coffee and coffee filters, as well as pet food and pet snacks. Smucker’s core product lines serve both retail and foodservice customers through grocery chains, mass merchandisers, club stores, convenience outlets and e-commerce channels.

Among its leading brands are Smucker’s® fruit spreads, Jif® peanut butter, Folgers® and Dunkin’® coffees, and Café Bustelo® coffee.