Poehling Capital Management INC. Grows Holdings in The J. M. Smucker Company $SJM

Posted by Brian Himes on May 20th, 2026

Poehling Capital Management INC. increased its position in shares of The J. M. Smucker Company (NYSE:SJM – Free Report) by 403.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 22,238 shares of the company’s stock after purchasing an additional 17,821 shares during the quarter. Poehling Capital Management INC.’s holdings in J. M. Smucker were worth $2,175,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. UBS Group AG boosted its stake in J. M. Smucker by 238.7% in the fourth quarter. UBS Group AG now owns 3,924,282 shares of the company’s stock valued at $383,834,000 after acquiring an additional 2,765,559 shares during the last quarter. Two Sigma Investments LP boosted its stake in J. M. Smucker by 6,854.4% in the third quarter. Two Sigma Investments LP now owns 1,527,962 shares of the company’s stock valued at $165,937,000 after acquiring an additional 1,505,991 shares during the last quarter. National Bank of Canada FI boosted its stake in J. M. Smucker by 797.4% in the third quarter. National Bank of Canada FI now owns 1,401,173 shares of the company’s stock valued at $152,167,000 after acquiring an additional 1,245,035 shares during the last quarter. Capitolis Liquid Global Markets LLC purchased a new position in J. M. Smucker in the third quarter valued at about $112,944,000. Finally, AQR Capital Management LLC boosted its stake in J. M. Smucker by 339.1% in the third quarter. AQR Capital Management LLC now owns 1,029,222 shares of the company’s stock valued at $111,156,000 after acquiring an additional 794,851 shares during the last quarter. 81.66% of the stock is currently owned by hedge funds and other institutional investors.

J. M. Smucker Stock Performance

NYSE SJM opened at $102.98 on Wednesday. The company’s 50 day moving average is $98.04 and its 200-day moving average is $102.08. The J. M. Smucker Company has a 12-month low of $88.25 and a 12-month high of $119.39. The company has a quick ratio of 0.35, a current ratio of 0.84 and a debt-to-equity ratio of 1.31. The firm has a market cap of $10.98 billion, a P/E ratio of -8.73, a price-to-earnings-growth ratio of 4.93 and a beta of 0.25.

J. M. Smucker (NYSE:SJM – Get Free Report) last posted its quarterly earnings results on Thursday, February 26th. The company reported $2.38 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.27 by $0.11. J. M. Smucker had a negative net margin of 14.07% and a positive return on equity of 15.94%. The company had revenue of $2.34 billion for the quarter, compared to analyst estimates of $2.32 billion. During the same quarter in the previous year, the firm posted $2.61 earnings per share. The company’s quarterly revenue was up 7.0% compared to the same quarter last year. Sell-side analysts predict that The J. M. Smucker Company will post 9.04 earnings per share for the current year.

J. M. Smucker Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Stockholders of record on Friday, May 15th will be given a $1.10 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $4.40 annualized dividend and a dividend yield of 4.3%. J. M. Smucker’s payout ratio is -37.32%.

Analyst Ratings Changes

A number of research analysts have weighed in on SJM shares. Wells Fargo & Company dropped their target price on shares of J. M. Smucker from $135.00 to $125.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 8th. TD Cowen dropped their target price on shares of J. M. Smucker from $124.00 to $113.00 and set a “hold” rating on the stock in a research note on Thursday, March 19th. Wall Street Zen cut shares of J. M. Smucker from a “buy” rating to a “hold” rating in a research note on Sunday, March 8th. BTIG Research started coverage on shares of J. M. Smucker in a research note on Monday, April 13th. They issued a “buy” rating and a $120.00 target price on the stock. Finally, Sanford C. Bernstein dropped their target price on shares of J. M. Smucker from $145.00 to $134.00 and set an “outperform” rating on the stock in a research note on Monday, May 4th. Eleven investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $116.47.

Read Our Latest Research Report on SJM

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.

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Institutional Ownership by Quarter for J. M. Smucker (NYSE:SJM)

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