J M SMUCKER Co
SJM · Canned, Fruits, Veg, Preserves, Jams & Jellies · 106.7M shares · -2%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $349M (gross $373M, SBC $24M)
Reference price $111.05 · est. market cap ~$11.8B — last insider sale, 2026-06-24 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C57Branded food and coffee company with strong cash generation but a GAAP loss year driven by large goodwill/brand impairments.
Strengths
- Free cash flow $1.16B (91.5th pct) and adjusted operating margin 18.5% show a profitable underlying business
- Iconic market-leading brands (Folgers, Uncrustables, Meow Mix, Milk-Bone)
Risks
- GAAP net loss with ROE -2.5% and ROA -0.86%; net income down 88.7% on ~$1B impairments signaling Hostess/Sweet Baked Snacks erosion
- Stretched liquidity (quick 0.33, 12.7th pct) and elevated leverage (debt/equity 1.15)
Notable findings
Key metrics
Return on equity
-2.5%
Return on assets
-0.9%
ROIC
2.4%
Debt / equity
1.2×
Current ratio
0.8×
Free cash flow
$1.2B
Tangible book value
-$5.3B
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-24 | Marshall Tucker H | Sell | 3.6K | $111.05 |
| 2026-06-17 | SMUCKER MARK T | Sell | 13K | $115.11 |
| 2026-06-15 | SMUCKER MARK T | Tax withheld | 1.2K | $115.94 |
| 2026-06-15 | SMUCKER MARK T | Tax withheld | 11K | $115.94 |
| 2026-06-15 | Penrose Jill R | Tax withheld | 147 | $115.94 |
| 2026-06-15 | Penrose Jill R | Tax withheld | 395 | $115.94 |
| 2026-06-15 | Penrose Jill R | Tax withheld | 437 | $115.94 |
| 2026-06-15 | Marshall Tucker H | Tax withheld | 203 | $115.94 |
| 2026-06-15 | Marshall Tucker H | Tax withheld | 587 | $115.94 |
| 2026-06-15 | Marshall Tucker H | Tax withheld | 683 | $115.94 |
| 2026-06-15 | Knudsen Jeannette L | Tax withheld | 165 | $115.94 |
| 2026-06-15 | Knudsen Jeannette L | Tax withheld | 1.5K | $115.94 |
| 2026-06-15 | Ferguson Robert D | Tax withheld | 267 | $115.94 |
| 2026-06-15 | Ferguson Robert D | Tax withheld | 476 | $115.94 |
| 2026-06-15 | Ferguson Robert D | Tax withheld | 516 | $115.94 |
| 2026-06-11 | Ferguson Robert D | Grant | 8.7K | — |
| 2026-06-11 | Williams Katherine Marie | Grant | 3.1K | — |
| 2026-06-11 | Penrose Jill R | Grant | 6.0K | — |
| 2026-06-11 | Marshall Tucker H | Grant | 9.2K | — |
| 2026-06-11 | Knudsen Jeannette L | Sell | 5.5K | $116.29 |
| 2026-06-11 | Knudsen Jeannette L | Grant | 6.8K | — |
| 2026-06-11 | SMUCKER MARK T | Grant | 34K | — |
| 2026-03-20 | Williams Katherine Marie | Grant | 5.0K | — |
| 2026-03-20 | Williams Katherine Marie | Grant | 2.0K | — |
| 2026-03-20 | Williams Katherine Marie | Grant | 2.7K | — |
| 2026-03-20 | Penrose Jill R | Grant | 613 | — |
| 2026-03-20 | Marshall Tucker H | Grant | 731 | — |
| 2026-03-20 | Ferguson Robert D | Grant | 3.0K | — |
| 2026-03-10 | SMUCKER MARK T | Sell | 231 | $108.97 |
| 2026-03-10 | SMUCKER MARK T | Sell | 231 | $108.86 |
| 2026-03-02 | AMIN TARANG | Buy | 880 | $113.41 |
| 2025-12-29 | SMUCKER MARK T | Gift | 1.5K | — |
| 2025-09-30 | SMUCKER RICHARD K | Gift | 50K | — |
| 2025-09-30 | SMUCKER MARK T | Gift | 2.1K | — |
| 2025-09-30 | Marshall Tucker H | Sell | 11K | $108.11 |
| 2025-09-24 | SMUCKER MARK T | Sell | 6.5K | $110.00 |
| 2025-06-16 | Penrose Jill R | Tax withheld | 152 | $95.36 |
| 2025-06-16 | SMUCKER MARK T | Grant | 22K | — |
| 2025-06-16 | SMUCKER MARK T | Tax withheld | 10K | $95.36 |
| 2025-06-16 | SMUCKER MARK T | Tax withheld | 1.4K | $95.36 |
| 2025-06-16 | SMUCKER MARK T | Tax withheld | 1.2K | $95.36 |
| 2025-06-16 | SMUCKER MARK T | Tax withheld | 10K | $95.36 |
| 2025-06-16 | Marshall Tucker H | Tax withheld | 209 | $95.36 |
| 2025-06-16 | Marshall Tucker H | Tax withheld | 604 | $95.36 |
| 2025-06-16 | Knudsen Jeannette L | Grant | 4.8K | — |
| 2025-06-16 | Knudsen Jeannette L | Tax withheld | 1.3K | $95.36 |
| 2025-06-16 | Knudsen Jeannette L | Tax withheld | 210 | $95.36 |
| 2025-06-16 | Knudsen Jeannette L | Tax withheld | 259 | $95.36 |
| 2025-06-16 | Knudsen Jeannette L | Tax withheld | 1.4K | $95.36 |
| 2025-06-16 | Brase John P | Grant | 7.8K | — |
| 2025-06-16 | Brase John P | Tax withheld | 2.2K | $95.36 |
| 2025-06-16 | Brase John P | Tax withheld | 439 | $95.36 |
| 2025-06-16 | Brase John P | Tax withheld | 418 | $95.36 |
| 2025-06-16 | Brase John P | Tax withheld | 745 | $95.36 |
| 2025-06-16 | Penrose Jill R | Grant | 3.7K | — |
| 2025-06-16 | Penrose Jill R | Tax withheld | 1.1K | $95.36 |
| 2025-06-16 | Penrose Jill R | Tax withheld | 148 | $95.36 |
| 2025-06-16 | Penrose Jill R | Tax withheld | 402 | $95.36 |
| 2025-06-16 | Marshall Tucker H | Grant | 5.2K | — |
| 2025-06-16 | Marshall Tucker H | Tax withheld | 1.5K | $95.36 |
| 2025-06-16 | Marshall Tucker H | Tax withheld | 206 | $95.36 |
| 2025-06-13 | Penrose Jill R | Grant | 4.5K | — |
| 2025-06-13 | Knudsen Jeannette L | Grant | 5.4K | — |
| 2025-06-13 | SMUCKER MARK T | Grant | 26K | — |
| 2025-06-13 | Marshall Tucker H | Grant | 7.1K | — |
| 2025-06-13 | Brase John P | Grant | 8.6K | — |
| 2025-06-12 | AMIN TARANG | Buy | 1.1K | $96.09 |
| 2025-04-30 | Brase John P | Grant | 35K | — |
| 2025-04-30 | Marshall Tucker H | Grant | 22K | — |
| 2025-03-28 | Penrose Jill R | Sell | 5.1K | $116.26 |
| 2025-03-21 | Knudsen Jeannette L | Sell | 2.7K | $110.55 |
| 2025-03-13 | Marshall Tucker H | Sell | 5.0K | $113.36 |
| 2025-03-11 | AMIN TARANG | Buy | 875 | $114.87 |
All non-derivative Form 4 activity (SEC), newest first.
Supply chain
Customers (0)
Suppliers (1)
- DD IP Holder LLC
Named in the 10-K; linked when we track them.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-09 | ResultsExhibits | filing ↗ |
| 2026-03-03 | Exec/director change | filing ↗ |
| 2026-02-26 | Exec/director changeReg FD | filing ↗ |
| 2026-02-26 | ResultsExhibits | filing ↗ |
| 2026-02-10 | Exec/director changeOtherExhibits | filing ↗ |
| 2025-11-25 | ResultsExhibits | filing ↗ |
| 2025-08-27 | ResultsExhibits | filing ↗ |
| 2025-08-18 | Shareholder vote | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-K | 2026-06-09 | 2026-04-30 | 0000091419-26-000050 ↗ |
| 8-K | 2026-06-09 | 2026-06-09 | 0000091419-26-000047 ↗ |
| 8-K | 2026-03-03 | 2026-02-26 | 0000091419-26-000020 ↗ |
| 8-K | 2026-02-26 | 2026-02-26 | 0000091419-26-000013 ↗ |
| 10-Q | 2026-02-26 | 2026-01-31 | 0000091419-26-000016 ↗ |
| 8-K | 2026-02-26 | 2026-02-24 | 0000091419-26-000017 ↗ |
| 8-K | 2026-02-10 | 2026-02-09 | 0000091419-26-000007 ↗ |
| 10-Q | 2025-11-25 | 2025-10-31 | 0000091419-25-000106 ↗ |
| 8-K | 2025-11-25 | 2025-11-25 | 0000091419-25-000104 ↗ |
| 8-K | 2025-08-27 | 2025-08-27 | 0000091419-25-000069 ↗ |
| 10-Q | 2025-08-27 | 2025-07-31 | 0000091419-25-000071 ↗ |
| 8-K | 2025-08-18 | 2025-08-13 | 0000091419-25-000065 ↗ |