KEYBANK NATIONAL ASSOCIATION/OH has added 138,407 shares of $SJM to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SJM.
SMUCKER (JM) Hedge Fund Activity
We have seen 347 institutional investors add shares of SMUCKER (JM) stock to their portfolio, and 422 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BARCLAYS PLC added 3,145,925 shares (+386.9%) to their portfolio in Q3 2025, for an estimated $341,647,455
- UBS GROUP AG added 2,765,559 shares (+238.7%) to their portfolio in Q4 2025, for an estimated $270,499,325
- FMR LLC removed 2,742,117 shares (-62.2%) from their portfolio in Q3 2025, for an estimated $297,793,906
- ILEX CAPITAL PARTNERS (UK) LLP removed 2,033,615 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $220,850,589
- TWO SIGMA INVESTMENTS, LP added 1,505,991 shares (+6854.4%) to their portfolio in Q3 2025, for an estimated $163,550,622
- TWO SIGMA ADVISERS, LP added 1,496,592 shares (+inf%) to their portfolio in Q3 2025, for an estimated $162,529,891
- NATIONAL BANK OF CANADA /FI/ added 1,244,214 shares (+792.7%) to their portfolio in Q3 2025, for an estimated $135,121,640
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SMUCKER (JM) Insider Trading Activity
SMUCKER (JM) insiders have traded $SJM stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $SJM stock by insiders over the last 6 months:
- TUCKER H MARSHALL (Chief Financial Officer) sold 11,138 shares for an estimated $1,204,219
- MARK T SMUCKER (CEO, Chair of Board) sold 6,500 shares for an estimated $715,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SMUCKER (JM) Congressional Stock Trading
Members of Congress have traded $SJM stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $SJM stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
SMUCKER (JM) Analyst Ratings
Wall Street analysts have issued reports on $SJM in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 11/26/2025
- UBS issued a "Buy" rating on 08/28/2025
To track analyst ratings and price targets for SMUCKER (JM), check out Quiver Quantitative's $SJM forecast page.
SMUCKER (JM) Price Targets
Multiple analysts have issued price targets for $SJM recently. We have seen 10 analysts offer price targets for $SJM in the last 6 months, with a median target of $112.5.
Here are some recent targets:
- Megan Alexander from Morgan Stanley set a target price of $105.0 on 01/16/2026
- Robert Moskow from TD Cowen set a target price of $105.0 on 01/08/2026
- Peter Grom from UBS set a target price of $117.0 on 11/26/2025
- Alexia Howard from Bernstein set a target price of $113.0 on 11/26/2025
- Thomas Palmer from JP Morgan set a target price of $121.0 on 11/26/2025
- Matthew Smith from Stifel set a target price of $110.0 on 11/26/2025
- Andrew Lazar from Barclays set a target price of $105.0 on 08/29/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SJM ticker page for more data.
