Swiss National Bank Trims Stock Holdings in The J. M. Smucker Company $SJM

Posted by George Bondi on Jul 25th, 2026

Swiss National Bank lowered its stake in The J. M. Smucker Company (NYSE:SJM – Free Report) by 27.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 211,100 shares of the company’s stock after selling 81,265 shares during the quarter. Swiss National Bank’s holdings in J. M. Smucker were worth $20,358,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of SJM. Garton & Associates Financial Advisors LLC acquired a new stake in shares of J. M. Smucker during the fourth quarter valued at about $25,000. CYBER HORNET ETFs LLC acquired a new position in shares of J. M. Smucker in the 2nd quarter worth approximately $27,000. MCF Advisors LLC lifted its holdings in shares of J. M. Smucker by 68.1% in the 4th quarter. MCF Advisors LLC now owns 311 shares of the company’s stock worth $30,000 after acquiring an additional 126 shares during the last quarter. MUFG Securities EMEA plc acquired a new position in shares of J. M. Smucker in the 2nd quarter worth approximately $31,000. Finally, Fideuram Asset Management Ireland dac purchased a new position in shares of J. M. Smucker during the 4th quarter worth approximately $32,000. Hedge funds and other institutional investors own 81.66% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have issued reports on SJM shares. Stifel Nicolaus cut their target price on J. M. Smucker from $120.00 to $100.00 and set a “hold” rating on the stock in a research report on Tuesday, April 21st. Wells Fargo & Company set a $115.00 price target on J. M. Smucker in a research report on Wednesday, June 10th. Morgan Stanley lifted their price objective on J. M. Smucker from $106.00 to $110.00 and gave the company an “equal weight” rating in a research note on Wednesday, June 10th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $95.00 target price on shares of J. M. Smucker in a research note on Wednesday, May 20th. Finally, Evercore restated an “outperform” rating and set a $125.00 target price on shares of J. M. Smucker in a report on Thursday. Nine investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, J. M. Smucker currently has a consensus rating of “Hold” and a consensus price target of $121.67.

Read Our Latest Stock Report on J. M. Smucker

J. M. Smucker Stock Up 2.2%

Shares of NYSE SJM opened at $118.31 on Friday. The company has a market capitalization of $12.62 billion, a price-to-earnings ratio of -91.01, a price-to-earnings-growth ratio of 1.62 and a beta of 0.26. The company has a debt-to-equity ratio of 1.15, a current ratio of 0.78 and a quick ratio of 0.33. The business has a 50-day moving average of $109.88 and a two-hundred day moving average of $104.71. The J. M. Smucker Company has a 1 year low of $88.25 and a 1 year high of $119.39.

J. M. Smucker (NYSE:SJM – Get Free Report) last posted its earnings results on Tuesday, June 9th. The company reported $2.77 EPS for the quarter, beating analysts’ consensus estimates of $2.64 by $0.13. J. M. Smucker had a negative net margin of 1.53% and a positive return on equity of 17.18%. The firm had revenue of $2.27 billion for the quarter, compared to the consensus estimate of $2.26 billion. During the same period last year, the firm posted $2.31 EPS. The company’s revenue was up 5.8% on a year-over-year basis. J. M. Smucker has set its FY 2027 guidance at 9.750-10.250 EPS. On average, analysts forecast that The J. M. Smucker Company will post 9.95 earnings per share for the current fiscal year.

J. M. Smucker Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Shareholders of record on Friday, August 14th will be paid a $1.12 dividend. This is an increase from J. M. Smucker’s previous quarterly dividend of $1.10. The ex-dividend date is Friday, August 14th. This represents a $4.48 annualized dividend and a dividend yield of 3.8%. J. M. Smucker’s dividend payout ratio (DPR) is -344.62%.

Insider Activity

In related news, insider Jill R. Penrose sold 5,000 shares of J. M. Smucker stock in a transaction on Monday, June 29th. The shares were sold at an average price of $116.69, for a total value of $583,450.00. Following the transaction, the insider directly owned 15,795 shares in the company, valued at $1,843,118.55. This trade represents a 24.04% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Tucker H. Marshall sold 3,630 shares of the business’s stock in a transaction dated Wednesday, June 24th. The stock was sold at an average price of $111.05, for a total transaction of $403,111.50. Following the transaction, the chief financial officer owned 38,699 shares in the company, valued at approximately $4,297,523.95. This trade represents a 8.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 18,533 shares of company stock valued at $2,132,914. Company insiders own 2.80% of the company’s stock.

About J. M. Smucker

(Free Report)

The J. M. Smucker Company is a diversified food and beverage manufacturer and marketer known for a portfolio of well-established consumer brands. The company’s main business activities include the production and distribution of fruit spreads, peanut butter, coffee and coffee filters, as well as pet food and pet snacks. Smucker’s core product lines serve both retail and foodservice customers through grocery chains, mass merchandisers, club stores, convenience outlets and e-commerce channels.

Among its leading brands are Smucker’s® fruit spreads, Jif® peanut butter, Folgers® and Dunkin’® coffees, and Café Bustelo® coffee.