J.M. Smucker (SJM)

Company Profile

Each generation of consumers leaves their mark on culture by establishing new expectations for food and the companies that make it. At The J.M. Smucker Co., it is our privilege to be at the heart of this dynamic with a diverse portfolio that appeals to each generation of people and pets and is found in nearly 90 percent of U.S. homes and countless restaurants. This includes a mix of iconic brands consumers have always loved such as Folgers®, Jif® and Milk-Bone® and new favorites like Café Bustelo®,Smucker's® Uncrustables® and Rachael Ray® Nutrish®. By continuing to immerse the company in consumer preferences and acting responsibly, it will continue growing our business and the positive impact the company has on society.

Company profile

Ticker

SJM

Exchange

NYSE

Website

www.smuckers.com

CEO

Mark Smucker

Incorporated

Ohio

Location

Ohio

Fiscal year end

Apr 30

Sector

Manufacturing > Fruit and Vegetable Canning

Industry (SIC)

Canned, Fruits, Veg, Preserves, Jams & Jellies

Seneca Foods • Farmmi ...

Former names

SMUCKER J M CO

SEC CIK

0000091419

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Ainsworth Pet Nutrition, LLC • Ainsworth Pet Nutrition Holdings, LLC • Ainsworth Pet Nutrition Parent, LLC • Big Heart Pet Brands, Inc. • Big Heart Pet, Inc. • CAFÉ Holding, LLC • CP APN, Inc. • DPC Pet Specialties LLC • Folgers Café Servicos de Pesquisas, Ltda. • J.M. Smucker Holdings, LLC ...

IRS number

340538550

SJM stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$162.33

Low target

$158.00

High target

$170.00

Latest filings (excl ownership)

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28 Feb 23

The J.M. Smucker Co. Announces Fiscal 2023 Third Quarter Results

28 Feb 23

8-K

The J.M. Smucker Co. Announces Agreement to Divest Several Pet Food Brands as Part of Continued Portfolio Optimization and Long-Term Growth Strategy

Amendments to Articles of Incorporation or Bylaws

21 Nov 22

The J.M. Smucker Co. Announces Fiscal 2023 Second Quarter Results

23 Aug 22

The J.M. Smucker Co. Announces Fiscal 2023 First Quarter Results

23 Aug 22

Transcripts

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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

SJM

Earnings call transcript

2021 Q4

3 Jun 21

SJM

Earnings call transcript

2021 Q3

25 Feb 21

Latest ownership filings

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Notice of proposed sale of securities

Notice of proposed sale of securities

6 Mar 23

MARK T SMUCKER

14 Feb 23

Financial summary

Financial statements Chart SJM financial data

Quarter (USD)	Jan 23	Oct 22	Jul 22	Apr 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 22	Apr 21	Apr 20	Apr 19
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)	104.20 mm	104.20 mm	104.20 mm	104.20 mm	104.20 mm	104.20 mm
Cash burn (monthly)	(no burn)	15.01 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	30.30 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	73.90 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	4.9	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2022

SJM institutional ownership history Ownership history

80.2% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	896	854	+4.9%
Opened positions	121	89	+36.0%
Closed positions	79	77	+2.6%
Increased positions	334	279	+19.7%
Reduced positions	283	298	-5.0%

13F shares	Current	Prev Q	Change
Total value	13.52 tn	10.55 bn	+128080.1%
Total shares	85.48 mm	76.72 mm	+11.4%
Total puts	322.30 k	620.70 k	-48.1%
Total calls	233.00 k	405.00 k	-42.5%
Total put/call ratio	1.4	1.5	-9.7%

Largest owners	Shares	Value	Change
Vanguard	13.09 mm	$2.07 tn	+1.6%
BLK Blackrock	9.52 mm	$1.51 tn	+2.6%
STT State Street	7.21 mm	$1.14 tn	NEW
SF Stifel Financial	2.81 mm	$444.88 bn	+1.9%
Geode Capital Management	2.25 mm	$357.28 bn	+2.1%
LSV Asset Management	1.67 mm	$264.04 bn	-20.2%
IVZ Invesco	1.65 mm	$261.50 bn	+55.3%
Dimensional Fund Advisors	1.56 mm	$247.45 bn	+0.1%
MS Morgan Stanley	1.53 mm	$242.73 bn	+14.8%
NTRS Northern Trust	1.46 mm	$231.51 bn	+6.7%

Largest transactions	Shares	Bought/sold	Change
STT State Street	7.21 mm	+7.21 mm	NEW
Norges Bank	1.38 mm	+1.38 mm	NEW
Citadel Advisors	923.43 k	-1.00 mm	-52.1%
IVZ Invesco	1.65 mm	+587.63 k	+55.3%
American Century Companies	858.84 k	-482.43 k	-36.0%
Marshall Wace	818.29 k	+480.98 k	+142.6%
LSV Asset Management	1.67 mm	-422.28 k	-20.2%
FMR	1.42 mm	+393.40 k	+38.2%
Balyasny Asset Management	528.66 k	+377.79 k	+250.4%
Railway Pension Investments	0.00	-277.50 k	EXIT

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
29 Mar 23	Timothy P Smucker	Common Shares	Option exercise	Acquire M	No	No	0	9,361.134	0.00	583,151.671
29 Mar 23	Timothy P Smucker	Deferred Stock Units Common Shares	Option exercise	Dispose M	No	No	0	9,361.134	0.00	0
28 Mar 23	Timothy P Smucker	Common Shares	Gift	Acquire G	Yes	No	0	3,601	0.00	31,510
28 Mar 23	Timothy P Smucker	Common Shares	Gift	Dispose G	No	No	0	3,601	0.00	573,790.537
24 Mar 23	Smucker Richard K	Common Shares	Sell	Dispose S	No	No	154.27	51,373	7.93 mm	640,409
24 Mar 23	Smucker Richard K	Common Shares	Option exercise	Acquire M	No	No	111.86	20,833	2.33 mm	691,782
24 Mar 23	Smucker Richard K	Common Shares	Option exercise	Acquire M	No	No	111.86	41,667	4.66 mm	670,949
24 Mar 23	Smucker Richard K	Option Common Shares Common Shares	Option exercise	Dispose M	No	No	111.86	20,833	2.33 mm	0
24 Mar 23	Smucker Richard K	Option Common Shares Common Shares	Option exercise	Dispose M	No	No	111.86	41,667	4.66 mm	0
20 Mar 23	Knudsen Jeannette L	Common Shares	Sell	Dispose S	No	No	153.96	10,000	1.54 mm	17,561