SJM
The J. M. Smucker CompanyConsumer Defensive · $12.8B market cap
Verdict
Share price
$117.19
close of Oct 3, 2026
Fair value
$153.88
Sticker Price
Payback Price
$61.55
buy price
SJM is Undervalued: at $117.19 it trades 24% below its fair value of $153.88. Its buy price (Payback Price) is $61.55, 47% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Dividend Discount Model. It has paid a dividend for 10+ years in a row, raised it most years, and yields over 2%. For a steady payer like this, the dividend is the best guide to value.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold SJM. In Q1 2026, 1 added. Who we track
John Rogers
Ariel Investments · as of Q2 2026
$202.4M
1,798,871 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$3.1M
27,733 shares
Moves in Q1 2026
Added: John Rogers
Insider activity
Since Jun 15, 2026: no open-market purchases, 8 sales worth $16.9M and 23 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
SMUCKER MARK T
CEO, Chair of Board · 2026-08-31
Sold
$11.1M
Ferguson Robert D
Chief Product Supply Officer · 2026-08-31
Sold
$334K
Marshall Tucker H
Chief Financial Officer · 2026-08-28
Sold
$1.5M
Marshall Tucker H
Chief Financial Officer · 2026-08-28
Sold
$977K
Penrose Jill R
Chief People Officer · 2026-06-29
Sold
$583K
Other filings
Ferguson Robert D
Chief Product Supply Officer · 2026-09-01
Tax withholding
$147K
Knudsen Jeannette L
Chief Legal Officer · 2026-09-01
Tax withholding
$208K
Penrose Jill R
Chief People Officer · 2026-09-01
Tax withholding
$192K
SMUCKER MARK T
CEO, Chair of Board · 2026-08-31
Option exercise
$9.2M
Marshall Tucker H
Chief Financial Officer · 2026-08-28
Option exercise
$805K
Show all 23 other filingsShow fewer
Marshall Tucker H
Chief Financial Officer · 2026-08-28
Option exercise
$1.4M
Perry Kirk
director · 2026-07-01
Award
217.66 shares
Chung Bruce
director · 2026-07-01
Award
228.54 shares
Abramo Mercedes
director · 2026-07-01
Award
217.66 shares
AMIN TARANG
director · 2026-07-01
Award
246.67 shares
Ferguson Robert D
Chief Product Supply Officer · 2026-06-15
Tax withholding
$60K
Ferguson Robert D
Chief Product Supply Officer · 2026-06-15
Tax withholding
$55K
Ferguson Robert D
Chief Product Supply Officer · 2026-06-15
Tax withholding
$31K
Knudsen Jeannette L
Chief Legal Officer · 2026-06-15
Tax withholding
$172K
Knudsen Jeannette L
Chief Legal Officer · 2026-06-15
Tax withholding
$19K
Marshall Tucker H
Chief Financial Officer · 2026-06-15
Tax withholding
$79K
Marshall Tucker H
Chief Financial Officer · 2026-06-15
Tax withholding
$68K
Marshall Tucker H
Chief Financial Officer · 2026-06-15
Tax withholding
$24K
Penrose Jill R
Chief People Officer · 2026-06-15
Tax withholding
$51K
Penrose Jill R
Chief People Officer · 2026-06-15
Tax withholding
$46K
Penrose Jill R
Chief People Officer · 2026-06-15
Tax withholding
$17K
SMUCKER MARK T
CEO, Chair of Board · 2026-06-15
Tax withholding
$1.3M
SMUCKER MARK T
CEO, Chair of Board · 2026-06-15
Tax withholding
$142K
About The J. M. Smucker Company
The J. M. Smucker Company is an international enterprise specializing in the production and marketing of a diverse portfolio of branded food and beverage items. Its operations are organized into three principal U.S. retail divisions: Pet Foods, Coffee, and Consumer Foods. The company's extensive product offerings encompass various coffee options, including roast, ground, single-serve, and premium blends; a wide…
Packaged Foods
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works