Zacks Investment Research·Oct 30, 2026
Why Smucker (SJM) is a Top Stock for the Long-TermThe Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
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 traction.
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 11/8/2026, 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 |
The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
Collecting four figures a month from dividends without ever selling a share sounds straightforward until you price out what it actually costs and see which companies are holding the whole structure together.
With inflation stubbornly high and rate hikes still possible, ADM, DEO, LW and SJM offer defensive consumer staples exposure, low betas and attractive dividend yields.
Campbell's and Dow both flashed the same red flags before slashing their payouts, and six consumer stocks sitting in income portfolios right now are showing those exact same warning signs.
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 |
|---|---|---|---|---|---|---|---|
| $130.55 | $13.92B | 60.92 | 3.72% | 2.51% | 4.06% | 3.34% | |
| $15.24 | $7.29B | -3.84 | -2.85% | -16.95% | -26.28% | 9.17% | |
| $23.13 | $6.9B | 17.45 | -4.96% | 4.14% | 9.98% | 6.77% | |
| $48.40 | $13.01B | 8.75 | 1.73% | 19.39% | 20.93% | 3.7% | |
| $21.95 | $12.08B | 35.30 | 1.55% | 2.82% | 4.32% | 5.24% | |
| $2.50 | $202.92M | -2.86 | -5.37% | -4% | -16.45% | 30.39% |
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 over the trailing twelve months. Revenue was $9.05B in fiscal year 2026. That is 1568% more than the $542.6M of fiscal year 1997.
The J. M. Smucker Company (SJM) grew revenue by 5.1% over the trailing twelve months, compared with the twelve months before.
Yes. The J. M. Smucker Company (SJM) earned $229.5M in net income over the trailing twelve months (a 2.5% net margin).
Yes. The J. M. Smucker Company (SJM) pays a dividend that yields 3.34% at the current price, a moderate yield.
The J. M. Smucker Company (SJM) had a return on equity (ROE) of 4.1% over the trailing twelve months. That is below the market's typical 10-15%.
The J. M. Smucker Company (SJM) generated $1.59B in free cash flow over the trailing twelve months.
