SJM J M Smucker (SJM) Insider Trading, Ownership & Congress Trades
Food & Beverage · Canned, fruits, veg, preserves, jams & jellies · CIK 0000091419
Congress · 1Form 144 · 3
Insider buyers, 180 days
0
Funds added, last quarter
499
13F, latest reported quarter
Conversions, 180 days
3
Codes C/M, not in net · $11.4M priced
What the filings say about SJM
Insiders, 180 days
-$17.5M net sold
5 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 1 sold
Latest: sale, 2025-10-31
Planned sales (Form 144), 90 days
$13.9M
3 notices
J M Smucker insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, J M SMUCKER Co insiders sold a net $17.5M of stock across 53 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 6.9% of the 36,295 shares held after it.
- 2 other insiders sold within 30 days.
- 499 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Product Supply Officer Ferguson Robert D sold about $333.9K of SJM on Aug 31, 2026; 2 other insiders sold within 30 days and 499 funds added in the latest 13F quarter.Context
- 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Jun 17, 2026.
- The trade is 83.7% of the 101,386 shares held after it.
- 2 other insiders sold within 30 days.
- 499 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO, Chair of Board SMUCKER MARK T sold about $11.1M of SJM on Aug 31, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days and 499 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on Jun 24, 2026.
- The trade is 14.8% of the 49,792 shares held after it.
- 2 other insiders sold within 30 days.
- 499 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Marshall Tucker H sold about $977.3K of SJM on Aug 28, 2026; 2 other insiders sold within 30 days and 499 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on Jun 24, 2026.
- The trade is 28.7% of the 38,699 shares held after it.
- 2 other insiders sold within 30 days.
- 499 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Marshall Tucker H sold about $1.5M of SJM on Aug 28, 2026; 2 other insiders sold within 30 days and 499 funds added in the latest 13F quarter.Context
- 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Mar 28, 2025.
- The trade is 31.7% of the 15,795 shares held after it.
- 3 other insiders sold within 30 days.
- 499 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief People Officer Penrose Jill R sold about $583.5K of SJM on Jun 29, 2026; 3 other insiders sold within 30 days and 499 funds added in the latest 13F quarter.53 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$17.5M over 180 days
-$13.9M over 90 days
below 87% of Food & Beverage
Congress
1 member bought in the last year
the lowest in Food & Beverage
Funds
499 funds bought in last quarter
more than 91% of Food & Beverage
Revenue
+3.7% year over year
more than 56% of Food & Beverage
Margin
-1.5% net margin
below 61% of Food & Beverage
Buybacks
$5.7M repurchased, FY to 2026-07-31
below 77% of Food & Beverage
Short interest
4.1% of the float short (float per yahoo 2026-10-26) · 3.2 days to cover · settled 2026-09-30
more than 60% of Food & Beverage
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch SJM
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+30.6%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns SJM: institutional holders (13F)
13F holdings, latest reported quarter
7,389,936 sh
$831.4M
6,794,703 sh
$764.4M
6,573,207 sh
$739.5M
4,933,209 sh
$555.0M
4,591,379 sh
$516.6M
Congress trades in SJM
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-10-31 · disclosed 21 days later
$1,001 - $15,000
Sold 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Bought 2025-10-30 · disclosed 22 days later
$1,001 - $15,000
Bought 2025-06-24 · disclosed 50 days later
$1,001 - $15,000
Sold 2025-05-12 · disclosed 41 days later
$15,001 - $50,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
SJM planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Ferguson Robert D
Filed 2026-08-31
$335.5K
SMUCKER MARK T
Filed 2026-08-31
$11.1M
Marshall Tucker H
Filed 2026-08-28
$2.4M
Penrose Jill R
Filed 2026-06-29
$583.5K
Knudsen Jeannette L
Filed 2026-06-26
$500.9K
SJM mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Frank Value Fund
$1.7M position · as of 2026-06-30
4.7%
Ariel Fund
$104.2M position · as of 2026-06-30
3.6%
Invesco S&P 500 Equal Weight Consumer Staples ETF
$7.6M position · as of 2026-07-31
3.1%
Sound Equity Dividend Income ETF
$763.9K position · as of 2026-05-31
2.7%
First Trust Nasdaq Food & Beverage ETF
$610.4K position · as of 2026-06-30
2.6%
DWS CROCI(R) Equity Dividend Fund
$19.6M position · as of 2026-05-31
2.5%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Corporate PAC
The company's PAC: committee totals only, never individual donors (FEC).
The J.M. Smucker Company Pac (Smucker Pac)
Cycle 2026 · $116K spent
$71.1K
Federal Election Commission, matched by the PAC's connected organisation
Executive pay vs shareholder return · Mark Smucker
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$10.9M
$5.7M
$3.4M
-12%
-8%
2024
$11.0M
$7.8M
$4.6M
+1%
+4%
2023
$10.4M
$3.9M
$3.2M
-4%
+11%
2022
$11.3M
$11.8M
$3.1M
+25%
+25%
2021
$8.5M
$8.5M
$2.9M
+8%
+13%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $17.5M sold by insiders over 180 days, 499 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $13.9M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
SJM financials
Revenue growth
+3.7%
XBRL, annual
Net margin
-1.5%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$9.2B
four quarters, 2025-08-01 to 2026-07-31
Revenue, TTM SJM
| FY Apr 2026 | $9.1B |
| FY Apr 2025 | $8.7B |
| FY Apr 2024 | $8.2B |
| FY Apr 2023 | $8.5B |
| FY Apr 2022 | $8.0B |
| Jul 2026 | $2.2B |
| Apr 2026 | $2.3B |
| Jan 2026 | $2.3B |
| Oct 2025 | $2.3B |
| Jul 2025 | $2.1B |
| Apr 2025 | $2.1B |
| Jan 2025 | $2.2B |
| Oct 2024 | $2.3B |
At each fiscal year end
Single quarter
Net margin, TTM
+2.5%
net income over revenue, 2025-08-01 to 2026-07-31
Net margin, TTM SJM
| FY Apr 2026 | -1.5% |
| FY Apr 2025 | -14.1% |
| FY Apr 2024 | +9.1% |
| FY Apr 2023 | -1.1% |
| FY Apr 2022 | +7.9% |
| Jul 2026 | +14.6% |
| Apr 2026 | +17.1% |
| Jan 2026 | -31.0% |
| Oct 2025 | +10.4% |
| Jul 2025 | -2.1% |
| Apr 2025 | -34.0% |
| Jan 2025 | -30.3% |
| Oct 2024 | -1.1% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.6B
operating cash flow minus capex, 2025-08-01 to 2026-07-31
Free cash flow, TTM SJM
| FY Apr 2026 | $1.2B |
| FY Apr 2025 | $816.6M |
| FY Apr 2024 | $642.9M |
| FY Apr 2023 | $717.0M |
| FY Apr 2022 | $718.8M |
| Jul 2026 | $337.3M |
| Apr 2026 | $483.9M |
| Jan 2026 | $487.0M |
| Oct 2025 | $280.2M |
| Jul 2025 | -$94.9M |
| Apr 2025 | $298.9M |
| Jan 2025 | $151.3M |
| Oct 2024 | $317.2M |
At each fiscal year end
Single quarter
Debt to equity
1.14x
long-term 2026-07-31 plus current 2026-07-31; equity 2026-07-31
Debt to equity SJM
| FY Apr 2026 | 1.18x |
| FY Apr 2025 | 1.16x |
| FY Apr 2024 | 1.01x |
| FY Apr 2023 | 0.59x |
| FY Apr 2022 | 0.53x |
| Jul 2026 | 1.14x |
| Apr 2026 | 1.18x |
| Jan 2026 | 1.40x |
| Oct 2025 | 1.29x |
| Jul 2025 | 1.35x |
| Apr 2025 | 1.16x |
| Jan 2025 | 1.07x |
| Oct 2024 | 1.02x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.29x
TTM operating cash flow over long-term 2026-07-31 plus current 2026-07-31
Cash flow to debt SJM
| FY Apr 2026 | 0.23x |
| FY Apr 2025 | 0.17x |
| FY Apr 2024 | 0.16x |
| FY Apr 2023 | 0.28x |
| FY Apr 2022 | 0.26x |
| Jul 2026 | 0.29x |
| Apr 2026 | 0.23x |
| Jan 2026 | 0.18x |
| Oct 2025 | 0.12x |
| Jul 2025 | 0.13x |
| Apr 2025 | 0.17x |
| Jan 2025 | 0.17x |
| Oct 2024 | 0.18x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+3.9%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on equity SJM
| FY Apr 2026 | -2.4% |
| FY Apr 2025 | -17.9% |
| FY Apr 2024 | +9.9% |
| FY Apr 2023 | -1.2% |
| FY Apr 2022 | +7.8% |
| Jul 2026 | +3.9% |
| Apr 2026 | -2.4% |
| Jan 2026 | -20.7% |
| Oct 2025 | -17.4% |
| Jul 2025 | -21.3% |
| Apr 2025 | -17.9% |
| Jan 2025 | -3.5% |
| Oct 2024 | +7.1% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.4%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on assets SJM
| FY Apr 2026 | -0.8% |
| FY Apr 2025 | -6.5% |
| FY Apr 2024 | +4.2% |
| FY Apr 2023 | -0.6% |
| FY Apr 2022 | +3.9% |
| Jul 2026 | +1.4% |
| Apr 2026 | -0.8% |
| Jan 2026 | -7.2% |
| Oct 2025 | -6.3% |
| Jul 2025 | -7.7% |
| Apr 2025 | -6.5% |
| Jan 2025 | -1.3% |
| Oct 2024 | +2.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+3.7%
operating income after a 45.6% effective tax rate, over long-term 2026-07-31 plus current 2026-07-31 plus average of 2025-07-31 and 2026-07-31 minus cash
Return on invested capital SJM
| FY Apr 2026 | n/a |
| FY Apr 2025 | n/a |
| FY Apr 2024 | +6.4% |
| FY Apr 2023 | n/a |
| FY Apr 2022 | +6.2% |
| Jul 2026 | +3.7% |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | +5.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+5.8%
operating income (EBIT proxy) over average of 2025-07-31 and 2026-07-31 minus current liabilities
Return on capital employed SJM
| FY Apr 2026 | +2.5% |
| FY Apr 2025 | -4.3% |
| FY Apr 2024 | +8.8% |
| FY Apr 2023 | +1.2% |
| FY Apr 2022 | +7.4% |
| Jul 2026 | +5.8% |
| Apr 2026 | +2.5% |
| Jan 2026 | -4.7% |
| Oct 2025 | -4.6% |
| Jul 2025 | -6.2% |
| Apr 2025 | -4.3% |
| Jan 2025 | +2.0% |
| Oct 2024 | +7.5% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
60.11x
close 2026-10-26 over four quarters of diluted EPS, 2025-08-01 to 2026-07-31
P/E, trailing SJM
| FY Apr 2026 | n/a |
| FY Apr 2025 | n/a |
| FY Apr 2024 | 16.09x |
| FY Apr 2023 | n/a |
| FY Apr 2022 | 23.49x |
| Jul 2026 | 55.73x |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | 22.89x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$20.2B
market value at close 2026-10-26 on 2026-08-19 shares, plus long-term 2026-07-31 plus current 2026-07-31, minus cash 2019-07-31
Enterprise value SJM
| FY Apr 2026 | $16.9B |
| FY Apr 2025 | $19.4B |
| FY Apr 2024 | $19.9B |
| FY Apr 2023 | $20.7B |
| FY Apr 2022 | $19.1B |
| Jul 2026 | $19.2B |
| Apr 2026 | $16.9B |
| Jan 2026 | $18.5B |
| Oct 2025 | $18.8B |
| Jul 2025 | $19.4B |
| Apr 2025 | $19.4B |
| Jan 2025 | $18.7B |
| Oct 2024 | $19.8B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+11.6%
TTM free cash flow over market value at close 2026-10-26
FCF yield SJM
| FY Apr 2026 | +11.1% |
| FY Apr 2025 | +6.6% |
| FY Apr 2024 | +5.3% |
| FY Apr 2023 | +4.4% |
| FY Apr 2022 | +4.8% |
| Jul 2026 | +12.5% |
| Apr 2026 | +11.1% |
| Jan 2026 | +8.7% |
| Oct 2025 | +5.8% |
| Jul 2025 | +5.9% |
| Apr 2025 | +6.6% |
| Jan 2025 | +7.2% |
| Oct 2024 | +7.6% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
PEG, trailing SJM
| FY Apr 2026 | n/a |
| FY Apr 2025 | n/a |
| FY Apr 2024 | n/a |
| FY Apr 2023 | n/a |
| FY Apr 2022 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | 0.00x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-04 | 2025-04 | 2024-04 | 2023-04 | |
|---|---|---|---|---|
| Revenue | $9.1B | $8.7B | $8.2B | $8.5B |
| Gross profit | $3.0B | $3.4B | $3.1B | $2.8B |
| Operating income | $360.2M | -$673.9M | $1.3B | $157.5M |
| Net income | -$138.7M | -$1.2B | $744.0M | -$91.3M |
| EPS (diluted) | -1.30 | -11.57 | 7.13 | -0.86 |
| Operating cash flow | $1.5B | $1.2B | $1.2B | $1.2B |
| Long-term debt | $6.4B | $7.0B | $6.8B | $4.3B |
| Buybacks | $5.6M | $3.3M | $372.8M | $367.5M |
| Dividends paid | $464.7M | $455.4M | $437.5M | $430.2M |
SEC XBRL, fiscal years, as known on 2026-10-28
SJM Stock Sonar score 6/7 axes
Find similar shapesCompareSJM ranks highest on institutional and government (70th percentile) and growth (56th), and lowest on insider conviction (6th), among Food & Beverage peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
SJM filings, in plain words
Are J M Smucker insiders buying or selling SJM?
In the 180 days to 2026-10-28, J M Smucker insiders were net sellers, a net $17.5M across purchases and sales reported on Form 4, by 5 sellers.
Have members of Congress traded SJM?
Yes. In the year to 2026-10-28, 1 House member disclosed buying SJM and 1 House member disclosed selling it; the latest on record is a sale by Lisa McClain dated 2025-10-31.
Are there planned insider sales of SJM?
Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $13.9M of stock; the latest, by Ferguson Robert D, was filed 2026-08-31.
Read the full summary
In the 180 days to 2026-10-28, J M Smucker insiders were net sellers of SJM, a net $17.5M across purchases and sales reported on Form 4 by 5 sellers. None of the 9 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-28, 1 member of Congress disclosed buying SJM and 1 member disclosed selling it; the latest on record is a sale by Lisa McClain dated 2025-10-31. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $13.9M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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