The J. M. Smucker Company (SJM) AI Stock Analysis

The J. M. Smucker Company manufactures and markets branded food and beverage products across three main segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. Its portfolio spans coffee, pet foods and snacks, peanut butter, fruit spreads, frozen sandwiches, and other consumer foods. The company markets well-known brands including Folgers, Dunkin', Jif, Smucker's, Meow Mix, Kibbles 'n Bits, Milk-Bone, and Rachael Ray Nutrish. It sells to food retailers, club stores, online retailers, pet specialty stores, and mass merchandisers, as well as through direct sales and brokers.

Revenue reached $9.05B in FY2026, up 3.7% after growing 6.7% to $8.73B in FY2025. Over the five years from FY2021 to FY2026, revenue increased at a compound annual growth rate of 2.5%. Profitability has fluctuated, with gross margin at 33.5% and operating margin at 4.0% in FY2026, improving from an operating margin of -7.7% in FY2025. Net income was -$138.7M in FY2026, compared to -$1.23B in FY2025 and $744.0M in FY2024. For the latest quarter ended July 31, 2026, quarterly revenue grew 5.0% year-over-year, while quarterly earnings declined 2.6%. Trailing twelve-month operating margin stands at 17.9%.

As of July 31, 2026, SJM held $43.2M in cash and short-term investments against $6.90B in total debt, leaving net debt at $6.85B. The debt-to-equity ratio was 1.20, and the current ratio stood at 0.87 against total assets of $16.20B and shareholders' equity of $5.75B. Operating cash flow reached $1.47B in FY2026. Capital allocation in FY2026 included $317.4M in capital expenditures, $464.7M in dividends paid, and $5.6M in share buybacks.

At $127.43, SJM trades at a trailing price-to-earnings ratio of 59.5x and a forward price-to-earnings ratio of 12.0x, compared to medians of 23.3x and 15.3x for its S&P 500 Consumer Defensive peers. Its enterprise value to EBITDA ratio is 14.8x versus the peer median of 13.3x, and price-to-sales is 1.5x compared to the peer median of 1.8x. Over the past year, SJM gained 27.7%, outperforming the S&P 500 return of 16.8%, though its 5-year return of 24.2% trails the index return of 83.0%.

SJM pays an annualized forward dividend of $4.48 per share, representing a 3.52% dividend yield at a payout ratio of 42.1%. The dividend is distributed quarterly and has been paid for 33 consecutive years. Over the past five years, the dividend has grown at an annualized rate of 4.1%. Its last ex-dividend date was August 14, 2026.

Wall Street coverage consists of 7 Strong Buy, 3 Buy, and 9 Hold ratings, with no Sell or Strong Sell ratings. The mean price target is $141.81, which sits 11.3% above the October 16, 2026 closing price of $127.43. For the fiscal year ending April 30, 2027, consensus estimates project EPS of $10.77 on revenue of $8.93B. SJM has beaten EPS expectations in 3 of the last 4 quarters, and its next earnings date is November 24, 2026.

This page is an AI-written research summary of The J. M. Smucker Company (SJM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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