J.M. Smucker (SJM)

Big Heart Pet Brands, Inc. • Big Heart Pet, Inc. • CAFÉ Holding, LLC • CP APN, Inc. • Folgers Café Servicos de Pesquisas, Ltda. • J.M. Smucker LLC • JMS Foodservice, LLC • Meow Mix Decatur Production I LLC • Milo’s Kitchen, LLC • NU Pet Company ...

IRS number

340538550

SJM stock data

1M 1Y 5Y

Latest filings (excl ownership)

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425

Business combination disclosure

14 Sep 23

425

Business combination disclosure

12 Sep 23

425

Business combination disclosure

12 Sep 23

425

Business combination disclosure

12 Sep 23

8-K

Entry into a Material Definitive Agreement

12 Sep 23

425

Business combination disclosure

11 Sep 23

425

Business combination disclosure

11 Sep 23

425

Business combination disclosure

11 Sep 23

425

Business combination disclosure

11 Sep 23

425

Business combination disclosure

11 Sep 23

Transcripts

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SJM

Earnings call transcript

2023 Q4

6 Jun 23

SJM

Earnings call transcript

2023 Q4

6 Jun 23

SJM

Earnings call transcript

2023 Q3

28 Feb 23

SJM

Earnings call transcript

2023 Q2

21 Nov 22

SJM

Earnings call transcript

2023 Q2

21 Nov 22

SJM

Earnings call transcript

2023 Q1

23 Aug 22

SJM

Earnings call transcript

2022 Q4

7 Jun 22

SJM

Earnings call transcript

2022 Q3

1 Mar 22

SJM

Earnings call transcript

2022 Q2

23 Nov 21

SJM

Earnings call transcript

2021 Q1

26 Aug 21

Latest ownership filings

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Amy C Held

5 Sep 23

144

Notice of proposed sale of securities

Financial summary

Financial statements Chart SJM financial data

Quarter (USD)	Jul 23	Apr 23	Jan 23	Oct 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Apr 23	Apr 22	Apr 21	Apr 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	241.10 mm	241.10 mm	241.10 mm	241.10 mm	241.10 mm	241.10 mm
Cash burn (monthly)	138.23 mm	(no burn)	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	255.16 mm	n/a	n/a	n/a	n/a	n/a
Cash remaining	-14.06 mm	n/a	n/a	n/a	n/a	n/a
Runway (months of cash)	-0.1	n/a	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q2 2023

SJM institutional ownership history Ownership history

78.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	881	920	-4.2%
Opened positions	72	100	-28.0%
Closed positions	111	84	+32.1%
Increased positions	303	297	+2.0%
Reduced positions	318	335	-5.1%

13F shares	Current	Prev Q	Change
Total value	11.87 tn	12.64 tn	-6.1%
Total shares	80.49 mm	81.17 mm	-0.8%
Total puts	231.80 k	237.20 k	-2.3%
Total calls	338.10 k	241.60 k	+39.9%
Total put/call ratio	0.7	1.0	-30.2%

Largest owners	Shares	Value	Change
Vanguard	13.29 mm	$1.96 tn	-0.4%
BLK Blackrock	10.00 mm	$1.48 tn	+6.3%
STT State Street	6.82 mm	$1.01 tn	-1.8%
Geode Capital Management	2.36 mm	$347.34 bn	+3.2%
Massachusetts Financial Services	1.83 mm	$270.32 bn	+21.4%
IVZ Invesco	1.63 mm	$240.16 bn	+1.3%
Dimensional Fund Advisors	1.57 mm	$231.50 bn	+0.4%
MS Morgan Stanley	1.52 mm	$224.08 bn	+7.1%
NTRS Northern Trust	1.43 mm	$210.87 bn	-2.9%
WFC Wells Fargo & Co.	1.32 mm	$195.50 bn	-2.8%

Largest transactions	Shares	Bought/sold	Change
LSV Asset Management	156.61 k	-997.85 k	-86.4%
Citadel Advisors	7.33 k	-741.16 k	-99.0%
Envestnet Asset Management	150.74 k	-704.07 k	-82.4%
Holocene Advisors	0.00	-660.43 k	EXIT
BLK Blackrock	10.00 mm	+593.26 k	+6.3%
Two Sigma Investments	680.23 k	+470.60 k	+224.5%
Two Sigma Advisers	586.00 k	+459.50 k	+363.2%
Amundi	744.96 k	+459.19 k	+160.7%
Massachusetts Financial Services	1.83 mm	+322.42 k	+21.4%
BAC Bank Of America	511.92 k	-291.01 k	-36.2%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SJM insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
31 Aug 23	Held Amy C	Common Shares	Sell	Dispose S	No	No	143.8	9,917	1.43 mm	5,972
31 Aug 23	Held Amy C	Common Shares	Option exercise	Acquire M	No	No	125.82	1,760	221.44 k	15,889
31 Aug 23	Held Amy C	Common Shares	Option exercise	Acquire M	No	No	135.53	4,843	656.37 k	14,129
31 Aug 23	Held Amy C	Common Shares	Option exercise	Acquire M	No	No	108.9	3,064	333.67 k	9,286
31 Aug 23	Held Amy C	Option Common Shares Common Shares	Option exercise	Dispose M	No	No	125.82	1,760	221.44 k	3,517
31 Aug 23	Held Amy C	Option Common Shares Common Shares	Option exercise	Dispose M	No	No	135.53	4,843	656.37 k	2,420
31 Aug 23	Held Amy C	Option Common Shares Common Shares	Option exercise	Dispose M	No	No	108.9	3,064	333.67 k	0
22 Aug 23	Tarang Amin	Common Shares	Sell	Dispose S	No	No	139.32	7	975.24	0
22 Jun 23	Smucker Richard K	Common Shares	Sell	Dispose S	No	No	151.95	19,576	2.97 mm	623,605