Key facts, as of
As of October 8, 2026, J.M. Smucker (SJM) trades at $115.93, up 7.2% over the past year. Its 52-week range runs from $88.25 to $135.89; the price is 14.7% below that high. It is 28.9% below its all-time high of $163.07, reached in January 2023. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +20.5%, against +312.9% for the S&P 500 (SPY). It sits 6.5% above its 200-day average of $108.87, the usual sign of a long-term uptrend. Its 30-day volatility is 17.4% annualized, which we rate medium risk. It has a trailing P/E of 54.2 and a dividend yield of 3.86%.
Cite: Portfolio Terminal, "J.M. Smucker (SJM) stock analysis", 2026-10-08. https://portfolio-terminal.com/analyse/sjm
Where it trades today
trading 58% of the way up its 52-week range
How the price has moved
How far it is from its record
J.M. Smucker (SJM) is 28.9% below its all-time high of $163.07, reached in January 2023. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +20.5%, against +312.9% for the S&P 500 (SPY).
What to weigh before acting
What Matters Now
- The key question is whether steady demand and pricing discipline can protect margins even if growth stays modest.
- SJM trades at 54.2x earnings, well above the consumer defensive average of 21.0x, so the market is already pricing in above-consensus execution.
- SJM carries a beta of 0.27, which means the stock should be judged on how it affects total portfolio swings, not just on standalone upside.
- SJM remains in a bearish short-term trend and sits 14.7% below its high, which raises the bar for any thesis that depends on fast multiple expansion.
Portfolio Use Case
- SJM is more relevant for investors who want some income support alongside price appreciation, not just pure growth exposure.
- The beta profile suggests it can fit a quality or lower-volatility sleeve more naturally than a high-octane tactical basket.
- This page is most useful for deciding whether the stock deserves a permanent slot in the portfolio or just a place on the watchlist.
What Would Change the View
- A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in SJM.
- A recovery in price alone would not be enough to improve the view; the thesis needs confirmation from improving business or valuation signals.
- The view would need revisiting if peers such as PG, KO, PEP start winning the marginal flow or posting cleaner operating momentum.
Methodology
- Price, market cap, beta, yield, and liquidity fields for SJM come from Yahoo Finance quote and summary data.
- 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
- Sector context uses stored benchmark averages for Consumer Defensive so each page compares the ticker against a stable peer baseline rather than against the whole market.
- Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as PG, KO, PEP.
Sources
- Yahoo Finance quote dataopen →
Live quote, valuation, beta, yield, and volume fields used for SJM. Last refresh: Oct 8, 2026, 10:10 AM.
- Portfolio Terminal methodologyopen →
Explains how analytics, refresh cadence, and portfolio interpretation work across the product.
- Peer set and coverage context
Comparative context for this page is anchored around nearby tracked names such as PG, KO, PEP.
What J.M. Smucker does
The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. The company operates through five segments: U.S. Retail Coffee, U.S. Retail Frozen Handheld and Spreads, U.S. Retail Pet Foods, Sweet Baked Snacks, and Away From Home. It offers coffee, sweet baked goods, pet snacks, frozen handheld products, peanut butter, cat and dog food, fruit and specialty spreads, cookies, frozen sandwiches and snacks, hot beverages, portion control products, toppings and syrups, baking mixes and ingredients, and flour. The company provides its products under the Folgers, Café Bustelo, Dunkin', Jif, Smucker's, Uncrustables, Meow Mix, Milk-Bone, Pup-Peroni, Canine Carry…
What analysts expect
SJM carries a buy consensus from 16 analysts, with an average price target of $142.13 versus $115.93 today (+22.6%). Targets are estimates and can move quickly after earnings.
Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.
How the business is doing
SJM generated $9.16B in trailing revenue (5.0% year over year), with a 2.5% net margin, and $1.46B of free cash flow, against $6.90B of net debt.
The numbers, year by year
| Fiscal year | Revenue | Gross profit | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|---|
| 2026 | $9.05B | $3.03B | $1.34B | -$138.70M | -$1.30 | $1.16B |
| 2025 | $8.73B | $3.38B | $1.65B | -$1.23B | -$11.57 | $816.60M |
| 2024 | $8.18B | $3.12B | $1.45B | $744.00M | $7.14 | $642.90M |
| 2023 | $8.53B | $2.80B | $1.18B | -$91.30M | -$0.86 | $717.00M |
When it reports next
Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.
Which ETFs hold it
SJM is in 6 of the 30 ETFs we track. It weighs most in XLP: 0.84% of the fund, holding #29 of 33.
How it sits in consumer defensive
Stable sector with essential products like food, beverages, and household goods.
The companies it competes with
SJM beside the consumer defensive names it is usually measured against.
What the chart is saying
Slipped under its 50-day average inside a longer uptrend.
weakening- Price is 5.2% below its 50-day average and 6.5% above its 200-day.
- The 50-day crossed above the 200-day on 2026-06-30 (a “golden cross”).
- RSI at 36 is neither stretched nor washed out.
- The nearest ceiling is $119.38 (+3.0%), the nearest floor $112.63 (-2.8%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
Is SJM a good investment in 2026?
J.M. Smucker trades at a P/E ratio of 54.2, with medium volatility (17.4% annualized). Recent trend shows weakness.
What is the risk level of SJM?
Based on 30-day volatility of 17.4%, SJM has MEDIUM risk. Beta of 0.27 indicates lower sensitivity to market movements than average.
Does SJM pay dividends?
Yes, J.M. Smucker has a dividend yield of 3.86%.
How far is SJM from its all-time high?
J.M. Smucker is 28.9% below its all-time high of $163.07, reached in January 2023. Over the 10 years to the end of September 2026, with dividends reinvested, it returned +20.5%, against +312.9% for the S&P 500 (SPY).
Which ETFs hold SJM?
6 of the 30 popular ETFs we track hold J.M. Smucker. The largest weights: XLP (0.84%), VYM (0.06%), VOO (0.02%), SPY (0.02%) and IVV (0.02%). Measured on each issuer's full holdings file, dated August 31 to September 24, 2026.
How much of VOO is SJM?
0.02%, as of August 31, 2026: SJM is holding #440 of 505 in Vanguard's file for VOO. $1,000 in VOO puts about $0.21 in J.M. Smucker.
What is the analyst price target for SJM?
The average analyst price target for J.M. Smucker (SJM) is $142.13 based on 16 analyst estimates, about 22.6% above the current price of $115.93. The published range runs from $120.00 to $157.00.
How much revenue does SJM generate?
J.M. Smucker reported $9.16B in trailing twelve-month revenue. Revenue growth is running at 5.0% year over year. Net margin sits at 2.5%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.
Compare SJM with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.