J.M. Smucker Shares Rise After Strong Q1 Results and Higher Full-Year Outlook

The J.M. Smucker Company (SJM) is up 4.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a strong fiscal first-quarter report, helped by earnings well above expectations and a higher full-year outlook. Investors also seem to be reacting positively to stronger profitability, improved cash generation, and a better sales forecast than the company gave in June.

Details:

The company reported fiscal 2027 first-quarter net sales of about $2.2 billion, up 5% from a year earlier.

Adjusted earnings per share came in at $3.24, up 71% year over year, with the quarter including a benefit from tariff refunds.

Management raised its full-year fiscal 2027 outlook, now expecting net sales to decline 1% to 2%, an improvement from the prior forecast for a 3% to 4% decline.

The updated outlook also lifted adjusted earnings per share to $10.50 to $11.00 and increased expected free cash flow to about $1.1 billion, reinforcing the view that the business is tracking better than previously expected.

Sources:

The J.M. Smucker Co., SEC, Zacks

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$SJM Insider Trading Activity

$SJM insiders have traded $SJM stock on the open market 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $SJM stock by insiders over the last 6 months:

MARK T SMUCKER (CEO, Chair of Board) sold 13,000 shares for an estimated $1,496,430
JEANNETTE L KNUDSEN (Chief Legal Officer) has made 0 purchases and 2 sales selling 9,903 shares for an estimated $1,146,352.
JILL R PENROSE (Chief People Officer) sold 5,000 shares for an estimated $583,475
TUCKER H MARSHALL (Chief Financial Officer) sold 3,630 shares for an estimated $403,111
TARANG AMIN purchased 880 shares for an estimated $99,800

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$SJM Hedge Fund Activity

We have seen 492 institutional investors add shares of $SJM stock to their portfolio, and 404 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS GROUP AG removed 5,401,630 shares (-90.2%) from their portfolio in Q2 2026, for an estimated $607,683,375
BARCLAYS PLC removed 2,693,153 shares (-88.6%) from their portfolio in Q2 2026, for an estimated $302,979,712
RWC ASSET MANAGEMENT LLP added 1,555,311 shares (+inf%) to their portfolio in Q2 2026, for an estimated $174,972,487
POINT72 ASSET MANAGEMENT, L.P. removed 1,290,829 shares (-65.2%) from their portfolio in Q2 2026, for an estimated $145,218,262
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,109,721 shares (+inf%) to their portfolio in Q2 2026, for an estimated $124,843,612
AQR CAPITAL MANAGEMENT LLC added 1,096,777 shares (+145.7%) to their portfolio in Q2 2026, for an estimated $123,387,412
CAPITOLIS LIQUID GLOBAL MARKETS LLC removed 1,011,845 shares (-82.3%) from their portfolio in Q2 2026, for an estimated $113,832,562

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$SJM Congressional Stock Trading

Members of Congress have traded $SJM stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $SJM stock by members of Congress over the last 6 months:

SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$SJM Price Targets

Multiple analysts have issued price targets for $SJM recently. We have seen 13 analysts offer price targets for $SJM in the last 6 months, with a median target of $125.0.

Here are some recent targets:

Andrew Lazar from Barclays set a target price of $125.0 on 06/11/2026
Peter Grom from UBS set a target price of $130.0 on 06/11/2026
Megan Alexander from Morgan Stanley set a target price of $110.0 on 06/10/2026
Bryan Spillane from B of A Securities set a target price of $132.0 on 06/10/2026
Chris Carey from Wells Fargo set a target price of $129.0 on 06/10/2026
David Palmer from Evercore ISI Group set a target price of $120.0 on 06/10/2026
Robert Moskow from TD Cowen set a target price of $115.0 on 06/10/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.