The J. M. Smucker Company appears to be in the early stages of a successful portfolio transformation, with Q1 FY2027 revenue growth of 5.0% and a gross margin recovery to 44.1% suggesting the integration of Hostess and strength in core categories is gaining tr...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has reaccelerated to 5.0% in Q1 FY2027, and gross margin has expanded significantly to 44.1% from a low of 22.5% a year prior, indicating the portfolio pivot is yielding tangible top-line and margin benefits.
The company announced a quarterly dividend of US$1.10 per share, demonstrating its commitment to returning capital to shareholders.
Recent quarterly results showed higher net sales of US$2,339.4 million, indicating potential revenue momentum.
With a forward P/E ratio of 10.99, the stock appears attractively priced relative to earnings potential.
Trailing total returns as of 10/12/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 26, 2026 | $3.24+45.9% vs $2.22 | $2.2B+4.1% vs $2.1B |
Q3 2026 Jun 9, 2026 | $2.77+4.9% vs $2.64 | $2.3B+0.5% vs $2.3B |
Q1 2026 Feb 26, 2026 | $2.38+4.8% vs $2.27 | $2.3B+0.7% vs $2.3B |
Q4 2025 Nov 25, 2025 | $2.10+0.0% vs $2.10 | $2.3B+0.4% vs $2.3B |
Four packaged food stocks sit on the same grocery shelves, but their dividends tell completely different stories about which companies are quietly rebuilding and which ones are still in danger of the next cut.
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The J. M. Smucker Company is reiterated as a Buy, with shares materially below intrinsic value and a robust technical setup. SJM posted strong Q1 results, with adjusted EPS of $3.24 (including $0.84 in tariff refunds) and 5% revenue growth. Management raised FY27 adjusted EPS guidance to $10.50–$11.00 and improved the free cash flow outlook, supporting long-term shareholder value.
Campbell's just slashed a dividend it had protected for 25 years, and Smucker carries some of the same warning signs that preceded the cut.
Benchmark SJM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The J. M. Smucker Company (SJM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $119.83 | $12.78B | -92.18 | 3.72% | -1.53% | -2.39% | 3.63% | |
| $13.49 | $6.46B | -3.37 | -2.85% | -1.14% | -1.58% | — | |
| $19.21 | $5.73B | 9.56 | 6.4% | 4.14% | 9.98% | — | |
| $44.81 | $12.05B | 15.29 | 1.73% | 19.52% | 21.07% | — | |
| $19.19 | $10.56B | 22.06 | 1.55% | 2.82% | 4.33% | — | |
| $24.43 | $1.46B | 47.90 | -2.26% | -7.25% | -19.15% | — |
The J. M. Smucker Company (SJM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The J. M. Smucker Company (SJM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 26, 2026·SEC
Aug 17, 2026·SEC
Jun 9, 2026·SEC
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The J. M. Smucker Company (SJM) stock FAQ — growth, dividends, profitability & financials explained
The J. M. Smucker Company (SJM) reported $9.16B in revenue for fiscal year 2026. This represents a 1588% increase from $542.6M in 1997.
The J. M. Smucker Company (SJM) grew revenue by 3.7% over the past year. Growth has been modest.
Yes, The J. M. Smucker Company (SJM) is profitable, generating $229.5M in net income for fiscal year 2026 (-1.5% net margin).
Yes, The J. M. Smucker Company (SJM) pays a dividend with a yield of 3.63%. This makes it attractive for income-focused investors.
The J. M. Smucker Company (SJM) has a return on equity (ROE) of -2.4%. Negative ROE indicates the company is unprofitable.
The J. M. Smucker Company (SJM) generated $1.59B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
