Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 11,300 Shares of The J. M. Smucker Company $SJM

Fjarde AP Fonden Fourth Swedish National Pension Fund decreased its position in The J. M. Smucker Company (NYSE:SJM) by 45.1% during the 4th quarter, HoldingsChannel reports. The fund owned 13,777 shares of the company’s stock after selling 11,300 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in J. M. Smucker were worth $1,348,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of SJM. UBS Group AG lifted its stake in J. M. Smucker by 238.7% in the 4th quarter. UBS Group AG now owns 3,924,282 shares of the company’s stock valued at $383,834,000 after acquiring an additional 2,765,559 shares in the last quarter. Two Sigma Investments LP lifted its stake in J. M. Smucker by 6,854.4% in the 3rd quarter. Two Sigma Investments LP now owns 1,527,962 shares of the company’s stock valued at $165,937,000 after acquiring an additional 1,505,991 shares in the last quarter. National Bank of Canada FI lifted its stake in J. M. Smucker by 797.4% in the 3rd quarter. National Bank of Canada FI now owns 1,401,173 shares of the company’s stock valued at $152,167,000 after acquiring an additional 1,245,035 shares in the last quarter. Capitolis Liquid Global Markets LLC bought a new stake in J. M. Smucker in the 3rd quarter valued at approximately $112,944,000. Finally, Norges Bank bought a new stake in J. M. Smucker in the 4th quarter valued at approximately $92,960,000. Institutional investors own 81.66% of the company’s stock.

Analyst Upgrades and Downgrades

SJM has been the topic of several research reports. BTIG Research restated a “buy” rating on shares of J. M. Smucker in a research note on Thursday, June 4th. BNP Paribas Exane set a $125.00 price objective on J. M. Smucker in a research note on Thursday, April 9th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $95.00 price objective on shares of J. M. Smucker in a research note on Wednesday, May 20th. Bank of America upgraded J. M. Smucker from a “neutral” rating to a “buy” rating and set a $130.00 price objective on the stock in a research note on Monday, February 23rd. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of J. M. Smucker in a research note on Monday, April 20th. Eleven investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, J. M. Smucker has an average rating of “Hold” and a consensus target price of $116.71.

J. M. Smucker Stock Performance

SJM opened at $111.94 on Wednesday. The firm has a market cap of $11.94 billion, a P/E ratio of -9.49, a price-to-earnings-growth ratio of 6.89 and a beta of 0.27. The J. M. Smucker Company has a 52-week low of $88.25 and a 52-week high of $119.39. The company has a debt-to-equity ratio of 1.31, a quick ratio of 0.35 and a current ratio of 0.84. The business’s fifty day moving average is $98.37 and its 200-day moving average is $101.73.

J. M. Smucker (NYSE:SJM) last released its earnings results on Tuesday, June 9th. The company reported $2.77 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.64 by $0.13. The company had revenue of $2.27 billion for the quarter, compared to analyst estimates of $2.26 billion. J. M. Smucker had a positive return on equity of 15.94% and a negative net margin of 14.07%.J. M. Smucker’s quarterly revenue was up 5.8% on a year-over-year basis. During the same period in the prior year, the firm posted $2.31 EPS. J. M. Smucker has set its FY 2027 guidance at 9.750-10.250 EPS. Sell-side analysts expect that The J. M. Smucker Company will post 9.03 EPS for the current fiscal year.

J. M. Smucker Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, June 1st. Stockholders of record on Friday, May 15th were issued a dividend of $1.10 per share. This represents a $4.40 annualized dividend and a dividend yield of 3.9%. The ex-dividend date of this dividend was Friday, May 15th. J. M. Smucker’s dividend payout ratio is -37.32%.

J. M. Smucker News Summary

Here are the key news stories impacting J. M. Smucker this week:

• Positive Sentiment: Fiscal Q4 earnings of $2.77 per share beat estimates, and revenue of $2.27 billion also came in slightly above forecasts, reinforcing confidence in the turnaround. The J.M. Smucker Co. Announces Fiscal Year 2026 Fourth Quarter Results and Provides Full-Year Fiscal 2027 Outlook
• Positive Sentiment: Higher pricing and cost discipline helped expand profits, while the coffee segment was a key driver of the quarter’s outperformance. JM Smucker beats quarterly estimates as coffee segment drives growth
• Neutral Sentiment: Management issued upbeat EPS guidance for fiscal 2027, but revenue guidance was weaker than expected, creating a mixed read-through for investors. J.M. Smucker Expects Sales to Fall This Year
• Negative Sentiment: The company signaled sales may decline next year as volume trends remain soft in coffee and baked goods, which could limit upside if pricing momentum fades. J.M. Smucker Stock Rises. Earnings and Guidance Go in Opposite Directions.

J. M. Smucker Profile

The J. M. Smucker Company is a diversified food and beverage manufacturer and marketer known for a portfolio of well-established consumer brands. The company’s main business activities include the production and distribution of fruit spreads, peanut butter, coffee and coffee filters, as well as pet food and pet snacks. Smucker’s core product lines serve both retail and foodservice customers through grocery chains, mass merchandisers, club stores, convenience outlets and e-commerce channels.

Among its leading brands are Smucker’s® fruit spreads, Jif® peanut butter, Folgers® and Dunkin’® coffees, and Café Bustelo® coffee.