J M Smucker CO

Market Movers (8-K)

NYSE
The J.M. Smucker Company announced robust fourth-quarter fiscal year 2026 financial results, driven by increased net sales and adjusted earnings per share, and provided a positive outlook for fiscal year 2027.
NYSE
J. M. Smucker Company disclosed the terms of a separation agreement with former President and Chief Operating Officer John Brase, including over $2 million in lump sum payments and accelerated equity vesting.
Worse than expected
NYSE
The J.M. Smucker Co. expanded its Board of Directors to 11 members, appointing Woo-Sung (Bruce) Chung and David Singer as independent directors, following engagement with Elliott Investment Management.
NYSE
The J.M. Smucker Co. reported a 7% net sales increase to $2.3 billion in Q3 FY26, exceeding expectations, despite a net loss per diluted share of $6.79 due to significant noncash impairment charges.
NYSE
The J.M. Smucker Co. announced significant executive leadership changes, including the elimination of the Chief Operating Officer role and promotions aimed at enhancing growth and profitability.
NYSE
The J.M. Smucker Co. reported a 3% increase in net sales for its second fiscal quarter of 2026, reaching $2.3 billion, and updated its full-year financial guidance.

Quarterly Earnings (10-Q)

NYSE
The J. M. Smucker Company reported a net loss of $724.2 million for the third quarter, primarily driven by significant impairment charges related to its Sweet Baked Snacks segment, despite overall net sales growth.
Worse than expected
NYSE
The J. M. Smucker Company reports a significant increase in GAAP net income for Q2 2026, primarily due to lapping prior-year divestiture losses, while adjusted profits and cash flow from operations decreased.
Worse than expected
NYSE
The J. M. Smucker Company reported a net loss of $43.9 million for the first quarter of fiscal 2026, a significant decline from the prior year's profit, driven by higher commodity costs and unfavorable volume/mix.
Capital raise
Worse than expected
NYSE
J.M. Smucker's latest quarterly report reveals a net loss driven by significant impairment charges and the impact of recent divestitures, despite some segment growth.
Worse than expected
NYSE
The J.M. Smucker Company's latest quarterly report reveals a complex financial landscape marked by the divestiture of the Voortman business, integration of Hostess Brands, and fluctuating market conditions.
Worse than expected
NYSE
The J.M. Smucker Company reports a significant increase in net sales and improved profitability for the first quarter of fiscal year 2025, primarily driven by the acquisition of Hostess Brands.
Better than expected

Annual Reports (10-K)

NYSE
The J.M. Smucker Company's annual report for fiscal year 2026 details a 4% increase in net sales, driven by price realization, alongside significant impairment charges impacting profitability.
Worse than expected
NYSE
The J. M. Smucker Company recorded a significant net loss of $1.23 billion in fiscal year 2025, primarily due to substantial goodwill and intangible asset impairment charges related to its Hostess Brands acquisition, despite a 7% increase in net sales.
Delay expected
Worse than expected
NYSE
J.M. Smucker's fiscal year 2024 saw a decrease in net sales, but an increase in operating income, driven by strategic acquisitions and divestitures.
Worse than expected
Delay expected

Insider Trading (Form 4)

NYSE
J.M. Smucker Director Amin Tarang reported a transaction involving deferred stock units, acquiring 246.67 units payable in common shares.
NYSE
J.M. Smucker Co. director Mercedes Abramo reported a transaction involving deferred stock units, converting them into common shares.
NYSE
Jill R. Penrose, Chief People Officer at J.M. Smucker Co., reported a sale of 5,000 common shares on June 29, 2026.
NYSE
J.M. Smucker Co. Chief Legal Officer Jeannette L. Knudsen reported a sale of 4,353 common shares on June 26, 2026, for $115.08 per share.
NYSE
J.M. Smucker Co. Chief Financial Officer Marshall Tucker sells 3,630 shares in a transaction valued at approximately $402,930.
NYSE
Mark T. Smucker, CEO and Chair of The J. M. Smucker Co., reported the sale of 13,000 common shares for over $1.4 million.

Proxy Statements (Def-14A)

NYSE
The J.M. Smucker Company has released its 2026 Proxy Statement, detailing fiscal year performance, board nominations, and executive compensation ahead of the August 12, 2026, Annual Meeting.
Worse than expected
NYSE
The J.M. Smucker Company has announced its 2025 Annual Meeting of Shareholders for August 13, 2025, outlining key proposals including the election of directors, ratification of auditors, and advisory approval of executive compensation.
NYSE
The J. M. Smucker Company announced a 7% increase in net sales and a 27% rise in free cash flow for fiscal year 2025, alongside significant impairment charges and missed incentive targets related to its Sweet Baked Snacks and Hostess Brands units, as it outlines strategic priorities for fiscal year 2026.
Worse than expected
NYSE
The J.M. Smucker Company will hold its annual shareholder meeting virtually on August 14, 2024, to vote on the election of directors, ratification of the company's independent auditor, and executive compensation.
NYSE
The J. M. Smucker Company's proxy statement invites shareholders to the 2024 Annual Meeting and details the company's fiscal year 2024 performance, including increased net sales, earnings per share, and the acquisition of Hostess Brands.

Schedule 13G - Passive Investments

NYSE
Vanguard Capital Management has reported beneficial ownership of 7,677,331 shares, representing 7.19% of the outstanding common stock of The J.M. Smucker Co.
NYSE
The Vanguard Group reports zero beneficial ownership in J.M. Smucker Co. common stock following an internal realignment.
NYSE
The Vanguard Group reported an 11.67% beneficial ownership in J.M. Smucker Co. common stock as of December 31, 2025, alongside an internal realignment impacting future reporting.