J M SMUCKER Co(SJM)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #1,658 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
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.
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% YoYNet Income
-118.6% YoYOperating Income
-72.4% YoYEPS (Diluted)
-118.2% YoYTotal Assets
-20.0% YoYTotal Debt
-24.0% YoYOp. Cash Flow
+19.9% YoY| Metric | FY 2026 | FY 2024 | FY 2023 | FY 2021 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $9.05B +10.7% | $8.18B -4.1% | $8.53B +6.6% | $8.00B +2.1% | $7.84B +6.5% | $7.36B |
| Net Income | $-138.7M -118.6% | $744.0M +914.9% | $-91.3M -110.4% | $876.3M +70.4% | $514.4M -61.6% | $1.34B |
| Operating Income | $360.2M -72.4% | $1.31B +729.1% | $157.5M -88.6% | $1.39B +49.3% | $928.6M -11.1% | $1.04B |
| EPS (Diluted) | $-1.30 -118.2% | $7.13 +929.1% | $-0.86 -111.0% | $7.79 +72.3% | $4.52 -61.6% | $11.78 |
| Total Assets | $16.22B -20.0% | $20.27B +35.2% | $14.99B -7.9% | $16.28B -2.6% | $16.71B +9.2% | $15.30B |
| Total Debt | $7.11B -24.0% | $9.36B +117.0% | $4.31B -26.9% | $5.90B -12.0% | $6.71B +38.9% | $4.83B |
| Operating Cash Flow | $1.47B +19.9% | $1.23B +2.9% | $1.19B -23.7% | $1.56B +37.1% | $1.14B -6.3% | $1.22B |
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.
Get alerted when SJM's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for J M SMUCKER Co including:
Top Institutional Holders of SJM
VANGUARD CAPITAL MANAGEMENT LLC
$650.6M6,746,043 shBlackRock, Inc.
$648.7M6,726,864 shSTATE STREET CORP
$626.5M6,495,802 shUBS Group AG
$577.6M5,989,033 shVANGUARD PORTFOLIO MANAGEMENT LLC
$470.4M4,877,664 shDIMENSIONAL FUND ADVISORS LP
$378.1M3,920,718 shBARCLAYS PLC
$293.0M3,038,452 shGEODE CAPITAL MANAGEMENT, LLC
$273.5M2,841,104 shInvesco Ltd.
$224.1M2,324,014 shFMR LLC
$211.6M2,193,760 sh
| Fund | Value | Shares |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $650.6M | 6,746,043 |
| BlackRock, Inc. | $648.7M | 6,726,864 |
| STATE STREET CORP | $626.5M | 6,495,802 |
| UBS Group AG | $577.6M | 5,989,033 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $470.4M | 4,877,664 |
| DIMENSIONAL FUND ADVISORS LP | $378.1M | 3,920,718 |
| BARCLAYS PLC | $293.0M | 3,038,452 |
| GEODE CAPITAL MANAGEMENT, LLC | $273.5M | 2,841,104 |
| Invesco Ltd. | $224.1M | 2,324,014 |
| FMR LLC | $211.6M | 2,193,760 |
More Consumer Staples Companies
View all Consumer Staples →Put SJM on your watchlist
Track score changes the day J M SMUCKER Co files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
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.