SJM
J.M. Smucker Company (The)Previous close
129.90
Change
+3.64 / +2.88%
P/E (TTM) ?
60.5
Market Cap
$13.9B
1M
+9.24%
S&P 500 −0.91% over same period
Volume / Avg Volume
1.7M / 961K
1.77× average
Latest earnings analysisFY2027 Q1Reported 2026-08-26
J.M. Smucker FY27 Q1: sales up 5%, profit swings on tariff refunds
J.M. Smucker's fiscal 2027 first quarter looked spectacular — net income of $324.3 million versus a year-ago loss — but a $115.0 million tariff refund did much of the work. Sales rose 5.0% to $2.22 billion on coffee pricing, gross margin jumped to 44.1%, and free cash flow swung to $337.3 million. Management still expects full-year sales to fall. View: Neutral.
Read the full analysis →Revenue$2.22BYoY +5.00%
EPS (non-GAAP)$3.24
Next-day move+0.72%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2027 Q1 Quarter ended 2026-07 | 2026-08-26 | $2.2B | Read analysis → |
| FY2026 Q4 Quarter ended 2026-04 | 2026-06-09 | $9.1B | Pending |
| FY2026 Q3 Quarter ended 2026-01 | 2026-02-26 | $2.3B | Pending |
| FY2026 Q2 Quarter ended 2025-10 | 2025-11-25 | $2.3B | Pending |
| FY2026 Q1 Quarter ended 2025-07 | 2025-08-27 | $2.1B | Pending |
| FY2025 Q4 Quarter ended 2025-04 | 2025-06-10 | $8.7B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 77 of its 5-year rangeExpensive
5-year range 15.6 – 12,974.0 · Median 21.0
Last 4 quarters: $6.7M in buybacks + $467M in dividends, 3.40% of market cap combined
P/E (TTM)
60.5
P/B
2.4
P/S
1.5
Dividend Yield
3.74%
Earnings Reaction
Over the last 6 reports, the stock moved ±1.7% on average on the first trading day after, rising 5 times
Most recent +0.72%
Volatility & Correlation
1-year beta -0.72 · Correlation with S&P 500 -0.28Low beta
Annualized volatility 31% vs. 12% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 3 · $13.9MNet selling $13.9M
- 08-31SMUCKER MARK TCEO, Chair of BoardSell$11.1M84,821 shares · Avg price 131.39
- 08-31Ferguson Robert DChief Product Supply OfficerSell$0.33M2,522 shares · Avg price 132.41
- 08-28Marshall Tucker HChief Financial OfficerSell$2.4M18,482 shares · 2 trades · Avg price 132.05
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2027 Q1 | 2.22 | +5.0% | 44.1% | 0.32 | 3.03 |
| FY2026 Q4 | 2.27 | +5.8% | 38.0% | 0.39 | 3.64 |
| FY2026 Q3 | 2.34 | +7.0% | 35.4% | -0.72 | -6.79 |
| FY2026 Q2 | 2.33 | +2.6% | 37.3% | 0.24 | 2.26 |
| FY2026 Q1 | 2.11 | −0.6% | 22.5% | -0.04 | -0.41 |
| FY2025 Q4 | 2.14 | −2.8% | 38.4% | -0.73 | -6.86 |
| FY2025 Q3 | 2.19 | −1.9% | 40.2% | -0.66 | -6.22 |
| FY2025 Q2 | 2.27 | +17.2% | 39.0% | -0.02 | -0.23 |
| FY2025 Q1 | 2.13 | +17.7% | 37.5% | 0.19 | 1.74 |
| FY2024 Q4 | 2.21 | −1.3% | 41.4% | 0.25 | 2.31 |
| FY2024 Q3 | 2.23 | +0.6% | 36.9% | 0.12 | 1.13 |
| FY2024 Q2 | 1.94 | −12.1% | 37.4% | 0.19 | 1.90 |