13F Pro Quality Score

46.4/100

Rank #1,658 of 2,879 stocks

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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

55.3/100

Profitability

17.3/100

Balance Sheet

20.4/100

Earnings Quality

30.0/100

Free Cash Flow

61.7/100

Institutional Flow

20.0/100

Revenue Scale

85.6/100

Dilution Risk

83.8/100

SJM Stock Analysis & AI Quality Score

AI stock analysis and institutional research for J M SMUCKER Co (SJM), a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores SJM at 46.4/100 on a 32-signal composite quality model, placing it at rank #1,658 of 2,879 stocks — the bottom half of the AI-ranked universe. SJM scores in the top quartile across revenue scale (85.6). Areas of concern include profitability (17.3) and institutional flow (20.0), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q4 2026), J M SMUCKER Co reports quarterly revenue of $2.3B, net income of $388.1M, free cash flow of $483.9M. Top institutional holders of SJM by reported 13-F value include VANGUARD CAPITAL MANAGEMENT, BlackRock,, STATE STREET, based on the most recent SEC filings. SJM trades on the NYSE exchange and files with the SEC under CIK 91419. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SJM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for J M SMUCKER Co directly from SEC EDGAR. J M SMUCKER Co's 13F Pro composite quality score has ranged between 46 and 48 since 2026, currently 46.4 — a stable long-term trajectory across 8 quarterly and live scoring snapshots.

Fun facts about J M SMUCKER Co

Quirks, history, and lore behind SJM — the kind of stuff that makes a stock memorable.

  • 1
    The Basics
    A U.S. consumer staples company listed on the NYSE, headquartered in a small Ohio town, selling products found in virtually every American pantry.
  • 2
    The Numbers
    Annual revenue around $8 billion, built largely through acquisitions of beloved household brands rather than inventing new ones from scratch.
  • 3
    The History
    Founded in 1897 by a man who started by selling apple butter door-to-door from a horse-drawn wagon — a true farm-to-shelf origin story.
  • 4
    The Secret
    The company owns Folgers coffee and Jif peanut butter — two of the best-selling pantry staples in America — yet most people never connect them to the same parent company.
  • 5
    The Lore
    The founder's simple handshake philosophy — quality, ethics, and a good name — is still printed in company materials 125 years later, and the family name still runs the show.
  • 6
    The Giveaway
    With a name that sounds like it belongs on a grape jelly jar — because it absolutely does — this is the company that put "Uncrustables" in America's lunchboxes.
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Revenue

Q4 2026

$2.3B

Net Income

Q4 2026

$388.1M

Free Cash Flow

Q4 2026

$483.9M

D/E Ratio

Q4 2026

1.28

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+10.7% YoY
$9.05BFY 2026
FY21 $8.00BFY23 $8.53BFY24 $8.18BFY26 $9.05B

Net Income

-118.6% YoY
$-138.7MFY 2026
FY21 $876.3MFY23 $-91.3MFY24 $744.0MFY26 $-138.7M

Operating Income

-72.4% YoY
$360.2MFY 2026
FY21 $1.39BFY23 $157.5MFY24 $1.31BFY26 $360.2M

EPS (Diluted)

-118.2% YoY
$-1.30FY 2026
FY21 $7.79FY23 $-0.86FY24 $7.13FY26 $-1.30

Total Assets

-20.0% YoY
$16.22BFY 2026
FY21 $16.28BFY23 $14.99BFY24 $20.27BFY26 $16.22B

Total Debt

-24.0% YoY
$7.11BFY 2026
FY21 $5.90BFY23 $4.31BFY24 $9.36BFY26 $7.11B

Op. Cash Flow

+19.9% YoY
$1.47BFY 2026
FY21 $1.56BFY23 $1.19BFY24 $1.23BFY26 $1.47B

AI Insight: SJM Financial Trends

SJM swung to Q2 2026 profitability after two quarters of losses, but revenue remains trapped in a narrow range amid persistent operational volatility.

Net income rebounded to $388M in Q2 2026 from -$724M in Q1 2026; operating income recovered to $444M from -$548M.

Total debt fell 24.9% from $9,471M in Q3 2024 to $7,114M in Q2 2026, strengthening the balance sheet.

Revenue declined 6.4% from $2,330M in Q4 2025 to $2,268M in Q2 2026; no growth trajectory visible over eight quarters.

Quarterly operating income highly volatile: swung from -$599M in Q2 2025 to -$594M in Q1 2025 to positive $444M in Q2 2026.

Equity compressed 32.5% from $7,770M in Q3 2024 to $5,544M in Q2 2026 despite debt reduction, signaling cumulative losses.

Operating cash flow turned negative -$11M in Q3 2025, though recovered to +$579M in Q2 2026; consistency remains uncertain.

AI Insight: SJM Ratio Trends

SJM collapsed into severe profitability crisis in Q1 2026, erasing all gains from Q4 2025 recovery with negative margins across the board.

Operating margin swung from +18.0% in Q4 2025 to −23.4% in Q1 2026, worst result in trailing data. NPM fell to −31.0%.

ROE plummeted to −55.3% in Q1 2026 vs. +15.9% in Q4 2025. ROIC collapsed to −17.5% from +12.1% one quarter prior.

Debt-to-equity rose to 1.40 in Q1 2026, highest in dataset, amid negative earnings and deteriorating capital efficiency.

Q1 2026 loss magnitude suggests one-time charges or structural demand collapse. Q4 2025 profitability reversal appears unsustainable.

Leverage ratio climbing while ROIC negative indicates debt not translating to returns. Sustainability of capital structure at risk.

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Available Research

13F Pro tracks comprehensive data for J M SMUCKER Co including:

SEC EDGAR filings (10-K, 10-Q, 8-K)
XBRL financial facts (revenue, EPS, margins)
Insider transactions (Form 4)
Institutional 13F holdings
Quality rankings (32 signals)
AI analyst debates & daily meetings
Historical financial trends
Peer comparison & sector analysis

Top Institutional Holders of SJM

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Is SJM a good stock to buy?

13F Pro's AI-powered analysis of J M SMUCKER Co (SJM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Staples sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SJM are available on the SJM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own SJM?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SJM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of J M SMUCKER Co's investment landscape.